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Congress trades · Members · Holdings

Rep. Katherine M. Clark D-MA05

Estimated current holdings · House. ← Back to the member's trades and hit rate

Base report: annual report CY2025 · trades through 2026-06-16 · later PTRs: 1

Estimated total: $7.3M–open-ended (some lines have no upper bound) across 46 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Katherine M. Clark holds an estimated 46 positions worth $7.3M–open-ended (some lines have no upper bound) in total. The largest estimated holding is SPY ($1.8M–$6.6M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
SPY Judith S. Clark Irrevocable Trust ⇒ SPDR S&P 500 (SPY)Fund/ETF$1.8M–$6.6MHighReport
Family Home (non-primary)Real estate$1M–$5MHighReport
AAPL Judith S. Clark Irrevocable Trust ⇒ Apple Inc. (AAPL)Stock$750K–$1.5MHighReport
FDRXX Fidelity Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX)Fund/ETF$580K–$1.4MHighReport
DC Co-opReal estate$500K–$1MHighReport
SEQUX Sequoia Fund (SEQUX)Fund/ETF$500K–$1MHighReport
BRK.B Judith S. Clark Irrevocable Trust ⇒ Berkshire Hathaway Inc. Stock$350K–$750KHighReport
Judith S. Clark Irrevocable Trust ⇒ UNITED STATES TREAS SER Bond$250K–$500KHighReport
Katherine M. Clark Separate Share Trust ⇒ UNITED STATES TREABond$250K–$500KHighReport
FFFEX Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Freedom Fund/ETF$200K–$500KHighReport
MSFT Judith S. Clark Irrevocable Trust ⇒ Microsoft Corporation (MStock$115K–$300KHighReport
Fidelity Rollover IRA ⇒ UNITED STATES TREAS SER AU-2026; 4.6Bond$100K–$250KHighReport
JPM Judith S. Clark Irrevocable Trust ⇒ JP Morgan Chase & Co. (JStock$100K–$250KHighReport
Katherine M. Clark Exempt Trust ⇒ UNITED STATES TREAS SER AUBond$100K–$250KHighReport
GOOG Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - ClStock$100K–$250KHighReport
Katherine M. Clark Separate Share Trust ⇒ Ruane, Cunniff, & Private fund$100K–$250KHighReport
PERAPlus 401(K) Plan ⇒ PERAdvantage US Large Cap StockFund/ETF$100K–$250KHighReport
UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027Stock$65K–$150KMediumLater trade
UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028Stock$65K–$150KMediumLater trade
UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028Stock$65K–$150KMediumLater trade
CSCO Judith S. Clark Irrevocable Trust ⇒ Cisco Systems, Inc. (CSCStock$65K–$150KHighReport
UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027Stock$30K–$100KMediumLater trade
DIS Judith S. Clark Irrevocable Trust ⇒ Walt Disney Company (DISStock$16K–$65KHighReport
Eastern Bank AccountCash$15K–$50KHighReport
VZ Judith S. Clark Irrevocable Trust ⇒ Verizon Communications IStock$15K–$50KHighReport
BAC Katherine M. Clark Separate Share Trust ⇒ Bank of America CoStock$15K–$50KHighReport
IBM Katherine M. Clark Separate Share Trust ⇒ International BusiStock$15K–$50KHighReport
OAKMX Katherine M. Clark Separate Share Trust ⇒ Oakmark Fund InvesFund/ETF$15K–$50KHighReport
SCHF Katherine M. Clark Separate Share Trust ⇒ Schwab InternationFund/ETF$15K–$50KHighReport
XLF Katherine M. Clark Separate Share Trust ⇒ SPDR Select SectorFund/ETF$15K–$50KHighReport
VTWO Katherine M. Clark Separate Share Trust ⇒ Vanguard Russell 2Fund/ETF$15K–$50KHighReport
PERAPlus 401(K) Plan ⇒ PERAdvantage 2030 FundFund/ETF$15K–$50KHighReport
T Judith S. Clark Irrevocable Trust ⇒ AT&T Inc. (T)Stock$2K–$30KHighReport
Capital One Savings AccountCash$1K–$15KHighReport
F Judith S. Clark Irrevocable Trust ⇒ Ford Motor Company (F)Stock$1K–$15KHighReport
Judith S. Clark Irrevocable Trust ⇒ GDB Debt Recovery Auth oBond$1K–$15KHighReport
Katherine M. Clark Exempt Trust ⇒ Acacia Partners LPPrivate fund$1K–$15KHighReport
Katherine M. Clark Separate Share Trust ⇒ Acacia Partners LPPrivate fund$1K–$15KHighReport
NLY Katherine M. Clark Separate Share Trust ⇒ Annaly Capital ManOther$1K–$15KHighReport
PFE Katherine M. Clark Separate Share Trust ⇒ Pfizer, Inc. (PFE)Stock$1K–$15KHighReport
SCHD Katherine M. Clark Separate Share Trust ⇒ Schwab US DividendFund/ETF$1K–$15KHighReport
HACAX Massachusetts BBO Elective Deferral Plan ⇒ Harbor Capital ApFund/ETF$1K–$15KHighReport
Judith S. Clark Irrevocable Trust ⇒ Fidelity CashCash$1–$1KHighReport
Katherine M. Clark Separate Share Trust ⇒ Fidelity - CashCash$1–$1KHighReport
Eversource EnergyOther$0–open-endedLowReport
Massachusetts state pensionPension$0–open-endedLowReport
Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.