Katherine M. Clark
Representative
MA-5
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 .
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
Net worth band by reporting year
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 |
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 |
Recent stock trades
Disclosed trades
359
Avg. disclosure lag
42.4 days
Filed past 45-day deadline
49.9%
| 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 Alphabet Inc. - Class A (gOOgl) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | BBY best buy Co., Inc. (bbY) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | CSCO Cisco Systems, Inc. (CSCO) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | CLNE Clean Energy Fuels Corp. (ClNE) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | CCEP Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | EW Edwards lifesciences Corporation (EW) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | FSLR First Solar, Inc. (FSlR) | Sell | SP | $15K - $50K | 2021-10-14 | 28d |
| 2021-09-16 | HD Home Depot, Inc. (HD) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | HON Honeywell International Inc. (HON) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | INTC Intel Corporation (INTC) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | PHG Koninklijke Philips N.V. NY Registry Shares (PHg) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | MA Mastercard Incorporated (MA) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | MRK Merck & Company, Inc. Common Stock (MRK) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | MSFT Microsoft Corporation (MSFT) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | NVO Novo Nordisk A/S (NVO) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | ORCL Oracle Corporation (ORCl) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | PEP Pepsico, Inc. (PEP) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | SPGI S&P global Inc. (SPgI) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | SAP SAP SE ADS (SAP) | Sell | SP | $1K - $15K | 2021-10-14 | 28d |
| 2021-09-16 | SPG Simon Property group, Inc. (SPg) | Sell | SP | $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 2026-09-09. 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 (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
9 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 |
|---|---|---|---|
| MOS | 1,182 | $31K | 17.9% |
| BMY | 301 | $19.4K | 11.2% |
| CSCO | 155 | $17K | 9.8% |
| ORCL | 106 | $17.2K | 9.9% |
| MRK | 86 | $12.7K | 7.3% |
| INTC | 85 | $9K | 5.2% |
| PEP | 71 | $9.7K | 5.6% |
| XYL | 63 | $6.8K | 3.9% |
| BBY | 61 | $5.4K | 3.1% |
| UBS | 43 | $2.4K | 1.4% |
| FNCTF | 38 | $683 | 0.4% |
| MSFT | 31 | $15.4K | 8.9% |
| EW | 31 | $2.7K | 1.6% |
| MA | 30 | $16.8K | 9.7% |
| SAP | 14 | $2.9K | 1.7% |
| BLK | 3 | $3.2K | 1.8% |
| NGG | 2 | $169 | 0.1% |
| LHX | 2 | $472 | 0.3% |