93% of trades were $15,000 or less
Those 613 trades carry about 75% of the disclosed dollars, by the midpoints of the ranges.
Katherine M. Clark
Representative
MA-5
Democrat
2025 disclosure
Katherine M. Clark (MA-5) disclosed a net worth range between $5.8M and $20.7M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed stock trades
662
Since Q4 '23
Purchases
48%
Share of disclosed trades
Avg. disclosure lag
96.6 days
Median 53 days
Filed past 45-day deadline
61.3%
STOCK Act deadline
39% of trades were disclosed within 45 days
The median trade was disclosed 53 days after it was made, and 406 of 662 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
AAPL is the most traded stock
Trades per stock
Purchases
Sales
0.2% of trades carry 1% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$5.8M – $20.7M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
57
Disclosed liabilities
2
Disclosed net worth band, 2020 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2020
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | $5.8M – $20.7M |
| 2024 | 2025-05-15 | $5.6M – $20.3M |
| 2023 | 2024-05-14 | $5.1M – $16.3M |
| 2022 | 2023-06-08 | $3.2M – $14.4M |
| 2021 | 2022-08-12 | $4.2M – $14.8M |
| 2020 | 2022-08-12 | $4.9M – $15.3M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-09-17 | PG ST · Procter & Gamble Company (PG) | Sell | — Katherine M. Clark Exempt Trust | $15K - $50K | 2025-10-03 | 16d |
| 2025-09-17 | PG ST · Procter & Gamble Company (PG) | Sell | — Katherine M. Clark Separate Share Trust | $15K - $50K | 2025-10-03 | 16d |
| 2024-03-01 | NYCB ST · New York Community Bancorp, Inc. Common Stock (NYCB) | Sell | — Judith S. Clark Irrevocable Trust | $1K - $15K | 2024-04-04 | 34d |
| 2024-03-01 | NYCB ST · New York Community Bancorp, Inc. Common Stock (NYCB) | Sell | — Katherine M. Clark Separate Share Trust | $1K - $15K | 2024-04-04 | 34d |
| 2023-10-09 | KO ST · Coca-Cola Company (KO) | Sell | — Katherine M. Clark Separate Share Trust | $15K - $50K | 2023-11-06 | 28d |
| 2021-09-16 | GOOGL ST · Alphabet Inc. - Class A (gOOgl) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | AY ST · Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | BBY ST · best buy Co., Inc. (bbY) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | CSCO ST · Cisco Systems, Inc. (CSCO) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | CLNE ST · Clean Energy Fuels Corp. (ClNE) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | CCEP ST · Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | EW ST · Edwards lifesciences Corporation (EW) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | FSLR ST · First Solar, Inc. (FSlR) | Sell | SP Ameriprise Rollover IRA | $15K - $50K | 2021-10-14 | 28d |
| 2021-09-16 | HD ST · Home Depot, Inc. (HD) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | HON ST · Honeywell International Inc. (HON) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | INTC ST · Intel Corporation (INTC) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | PHG ST · Koninklijke Philips N.V. NY Registry Shares (PHg) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | MA ST · Mastercard Incorporated (MA) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | MRK ST · Merck & Company, Inc. Common Stock (MRK) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | NVO ST · Novo Nordisk A/S (NVO) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | ORCL ST · Oracle Corporation (ORCl) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | PEP ST · Pepsico, Inc. (PEP) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | SPGI ST · S&P global Inc. (SPgI) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | SAP ST · SAP SE ADS (SAP) | Sell | SP Ameriprise Rollover IRA | $1K - $15K | 2021-10-14 | 28d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
7 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| CSCO | 150 | $16K | 12.9% |
| MRK | 94 | $13.7K | 11.1% |
| FSLR | 80 | $13.8K | 11.2% |
| EW | 67 | $6K | 4.8% |
| BBY | 65 | $6.5K | 5.2% |
| PEP | 64 | $8.8K | 7.1% |
| STT | 58 | $9.7K | 7.8% |
| ORCL | 57 | $7.1K | 5.8% |
| XYL | 42 | $4.6K | 3.7% |
| FNCTF | 38 | $613 | 0.5% |
| MSFT | 30 | $15.5K | 12.6% |
| MA | 27 | $17.1K | 13.8% |
| BMY | 25 | $1.5K | 1.2% |
| ELAN | 22 | $496 | 0.4% |
| ABT | 3 | $361 | 0.3% |
| UNP | 2 | $642 | 0.5% |
| LHX | 1 | $319 | 0.3% |
| COST | 1 | $1.1K | 0.9% |
Assets and liabilities
Disclosed assets
The assets Katherine M. Clark itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
57
Total disclosed (band)
$7.1M – $21.3M
| Description | Type | Income | Value |
|---|---|---|---|
| Family Home (non-primary) | RP |
$50K - $100K
Rent
|
$1M - $5M |
| Judith S. Clark Irrevocable Trust ⇒ SPDR S&P 500 (SPY) | EF |
$50K - $100K
Capital Gains, Dividends
|
$1M - $5M |
| DC Co-op | RP | — | $500K - $1M |
| Judith S. Clark Irrevocable Trust ⇒ Apple Inc. (AAPL) | ST |
$2.5K - $5K
Dividends
|
$500K - $1M |
| Sequoia Fund (SEQUX) | MF |
$50K - $100K
Capital Gains, Dividends
|
$500K - $1M |
| Fidelity Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX) | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Fidelity Rollover IRA ⇒ State Street SPDR S&P 500 ETF Trust (SPY) | EF |
Tax-Deferred
|
$250K - $500K |
| Judith S. Clark Irrevocable Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST | — | $250K - $500K |
| Judith S. Clark Irrevocable Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | GS |
$5K - $15K
Interest
|
$250K - $500K |
| Katherine M. Clark Separate Share Trust ⇒ Apple Inc. (AAPL) | ST |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Katherine M. Clark Separate Share Trust ⇒ SPDR S&P 500 (SPY) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Katherine M. Clark Separate Share Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTE | GS |
$5K - $15K
Interest
|
$250K - $500K |
| Fidelity Brokerage Account ⇒ SPDR S&P 500 (SPY) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Fidelity Rollover IRA ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | GS |
Tax-Deferred
|
$100K - $250K |
| Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash Reserves (FDRXX) | MF |
$15K - $50K
Dividends
|
$100K - $250K |
| Judith S. Clark Irrevocable Trust ⇒ JP Morgan Chase & Co. (JPM) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Judith S. Clark Irrevocable Trust ⇒ Microsoft Corporation (MSFT) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Katherine Clark - Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) | MF |
Tax-Deferred
|
$100K - $250K |
| Katherine Clark - Traditional IRA ⇒ SPDR S&P 500 (SPY) | EF |
Tax-Deferred
|
$100K - $250K |
| Katherine M. Clark Exempt Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | GS |
$2.5K - $5K
Interest
|
$100K - $250K |
| Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Katherine M. Clark Separate Share Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST | — | $100K - $250K |
| Katherine M. Clark Separate Share Trust ⇒ Fidelity Cash Reserves (FDRXX) | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| Katherine M. Clark Separate Share Trust ⇒ Ruane, Cunniff, & Goldfarb Inc. | HE |
$50K - $100K
Partnership Income
|
$100K - $250K |
| Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Freedom 2030 Fund (FFFEX) | MF |
Tax-Deferred
|
$100K - $250K |
| Massachusetts BBO IRA ⇒ Fidelity Freedom 2030 Fund (FFFEX) | MF |
Tax-Deferred
|
$100K - $250K |
| PERAPlus 401(K) Plan ⇒ PERAdvantage US Large Cap Stock | MF |
Tax-Deferred
|
$100K - $250K |
| Judith S. Clark Irrevocable Trust ⇒ Cisco Systems, Inc. (CSCO) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Katherine M. Clark Exempt Trust ⇒ SPDR S&P 500 (SPY) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Eastern Bank Account | BA | — | $15K - $50K |
| Fidelity Rollover IRA ⇒ Fidelity Cash Reserves (FDRXX) | MF |
Tax-Deferred
|
$15K - $50K |
| Judith S. Clark Irrevocable Trust ⇒ Verizon Communications Inc. (VZ) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Judith S. Clark Irrevocable Trust ⇒ Walt Disney Company (DIS) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Katherine M. Clark Exempt Trust ⇒ Fidelity Cash Reserves (FDRXX) | MF |
$2.5K - $5K
Dividends
|
$15K - $50K |
| Katherine M. Clark Separate Share Trust ⇒ Bank of America Corporation (BAC) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Katherine M. Clark Separate Share Trust ⇒ Cisco Systems, Inc. (CSCO) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Katherine M. Clark Separate Share Trust ⇒ International Business Machines Corporation (IBM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Katherine M. Clark Separate Share Trust ⇒ Microsoft Corporation (MSFT) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Katherine M. Clark Separate Share Trust ⇒ Oakmark Fund Investor Class (OAKMX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Katherine M. Clark Separate Share Trust ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Katherine M. Clark Separate Share Trust ⇒ Schwab International Equity ETF (SCHF) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Katherine M. Clark Separate Share Trust ⇒ Vanguard Russell 2000 ETF (VTWO) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| PERAPlus 401(K) Plan ⇒ PERAdvantage 2030 Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Capital One Savings Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| Judith S. Clark Irrevocable Trust ⇒ AT&T Inc. (T) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Judith S. Clark Irrevocable Trust ⇒ Ford Motor Company (F) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Judith S. Clark Irrevocable Trust ⇒ GDB Debt Recovery Auth of Commonwealth of Puerto Rico | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Katherine M. Clark Exempt Trust ⇒ Acacia Partners LP | HE | — | $1K - $15K |
| Katherine M. Clark Separate Share Trust ⇒ AT&T Inc. (T) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Katherine M. Clark Separate Share Trust ⇒ Acacia Partners LP | HE |
$201 - $1K
Partnership Income
|
$1K - $15K |
| Katherine M. Clark Separate Share Trust ⇒ Annaly Capital Management Inc (NLY) | RE |
$1K - $2.5K
Dividends
|
$1K - $15K |
| Katherine M. Clark Separate Share Trust ⇒ Pfizer, Inc. (PFE) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Katherine M. Clark Separate Share Trust ⇒ Schwab US Dividend Equity ETF (SCHD) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Katherine M. Clark Separate Share Trust ⇒ Walt Disney Company (DIS) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Massachusetts BBO Elective Deferral Plan ⇒ Harbor Capital Appreciation Fund Insti Cl (HACAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash | BA |
$201 - $1K
Interest
|
$1 - $1K |
| Katherine M. Clark Separate Share Trust ⇒ Fidelity - Cash | BA |
$2.5K - $5K
Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
2
Total disclosed (band)
$600K – $1.3M
| Description | Amount owed |
|---|---|
| Mortgage (primary residence) (Valon Mortgage, Inc.) | $500K - $1M |
| Co-op building loan (Capitol Hill Tower Housing Cooperative, Inc.) | $100K - $250K |