📈 Katherine M. Clark

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Katherine M. Clark

U.S. House · MA05 · 8 disclosed trades · 0 followers
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Median gap between trading and disclosing: 15 days. Every trade below was public knowledge only after that delay, which is why none of it is a signal.

Holdings & net worth 2025 annual report

$13,244,527, somewhere in $5,807,056 to $20,681,998. Members disclose every figure as a bracket, so that range is the real answer and the headline number is just its midpoint. It is not their net worth: a personal residence isn't reportable but the mortgage on it is, so a member with a house and a mortgage books the debt and not the house. Treat it as a floor on what they've disclosed, nothing more.
TickerAssetValue
— joint Previously reported location as Revere, MA Family Home (non-primary) RP $1.0M–5M
SPY Judith S. Clark Irrevocable Trust ⇒ SPDR S&P 500 EF $1.0M–5M
— joint DC Co-op RP $500k–1M
SEQUX joint Sequoia Fund MF $500k–1M
AAPL Clark Irrevocable Trust ⇒ Apple Inc. ST $500k–1M
FDRXX joint Fidelity Brokerage Account ⇒ Fidelity Cash Reserves MF $250k–500k
SPY spouse Fidelity Rollover IRA ⇒ State Street SPDR S&P 500 ETF Trust EF $250k–500k
BRK.B Judith S. Clark Irrevocable Trust ⇒ Berkshire Hathaway Inc. New ST $250k–500k
— Judith S. Clark Irrevocable Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE GS $250k–500k
AAPL Katherine M. Clark Separate Share Trust ⇒ Apple Inc. ST $250k–500k
SPY Katherine M. Clark Separate Share Trust ⇒ SPDR S&P 500 EF $250k–500k
— Katherine M. Clark Separate Share Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTE GS $250k–500k
SPY joint Fidelity Brokerage Account ⇒ SPDR S&P 500 EF $100k–250k
— spouse Fidelity Rollover IRA ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE GS $100k–250k
FDRXX Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash Reserves MF $100k–250k
JPM Clark Irrevocable Trust ⇒ JP Morgan Chase & Co. ST $100k–250k
MSFT Judith S. Clark Irrevocable Trust ⇒ Microsoft Corporation ST $100k–250k
FDRXX C : Overall loss in 2025 Katherine Clark - Traditional IRA ⇒ Fidelity Cash Reserves MF $100k–250k
SPY Katherine Clark - Traditional IRA ⇒ SPDR S&P 500 EF $100k–250k
— Katherine M. Clark Exempt Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE GS $100k–250k
GOOG Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - Class C Capital Stock ST $100k–250k
BRK.B Katherine M. Clark Separate Share Trust ⇒ Berkshire Hathaway Inc. New ST $100k–250k
FDRXX Katherine M. Clark Separate Share Trust ⇒ Fidelity Cash Reserves MF $100k–250k
— Katherine M. Clark Separate Share Trust ⇒ Ruane, Cunniff, & Goldfarb Inc. HE $100k–250k
FFFEX spouse Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Freedom 2030 Fund MF $100k–250k

Disclosed trades

TickerAmountTradedDisclosed
bought child UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 GS $15k–50k 2026-06-16 2026-07-01 filing
bought Judith S. Clark Irrevocable Trust UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 GS $50k–100k 2026-06-16 2026-07-01 filing
bought Katherine Clark - Traditional IRA UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 GS $50k–100k 2026-06-16 2026-07-01 filing
bought Katherine Clark - Traditional IRA UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 GS $15k–50k 2026-06-16 2026-07-01 filing
bought Judith S. Clark Irrevocable Trust UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 GS $15k–50k 2026-06-16 2026-07-01 filing
bought Judith S. Clark Irrevocable Trust UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 GS $50k–100k 2026-06-16 2026-07-01 filing
bought UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 GS $15k–50k 2026-06-16 2026-07-01 filing
bought Katherine Clark - Traditional IRA UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 GS $15k–50k 2026-06-16 2026-07-01 filing