Jake Auchincloss

D-MA-4 Representative for Massachusetts’s 4th district Democrat In Congress since 2021

Energy and Commerce

9trades · 3 yrs
0buys
9sells
4dmedian wait
0filed late

Jake Auchincloss disclosed 9 trades made since Oct 4, 2023: 0 buys and 9 sales. The most traded name was STT (9 trades). 8 of them were a spouse's or joint account's. The latest, made May 18, 2026, was filed May 22, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

STT 9 trades 0 buy · 9 sell

Trades

9 trades since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
STTState Street Corporation
Spouse

Sell · part

$15K–$50K

Traded May 18Filed May 22 4d

↗
STTState Street Corporation
Spouse

Sell · part

$15K–$50K

Traded May 18Filed May 22 4d

↗
STTState Street Corporation

Sell · part

$15K–$50K

Traded Feb 17Filed Feb 19 2d

↗
STTState Street Corporation
Spouse

Sell · part

$15K–$50K

Traded Nov 17, 2025Filed Nov 18, 2025 1d

↗
STTState Street Corporation
Spouse

Sell · part

$15K–$50K

Traded Aug 18, 2025Filed Aug 27, 2025 9d

↗
STTState Street Corporation
Spouse

Sell · part

$15K–$50K

Traded May 16, 2025Filed May 22, 2025 6d

↗
STTState Street Corporation
Spouse

Sell

$15K–$50K

Traded Feb 18, 2025Filed Feb 21, 2025 3d

↗
STTState Street Corporation
Spouse

Sell

$15K–$50K

Traded Nov 18, 2024Filed Nov 21, 2024 3d

↗
STTState Street Corporation
Spouse

Sell · part

$15K–$50K

Traded Aug 16, 2024Filed Aug 21, 2024 5d

↗

Reported holdings

2025 annual report · filed Apr 9, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$3.5M+ sum of 97 disclosed ranges

Fund 76
Cash 17
Stock 3
Other 1

AssetOwner Valuevs 2024
STTState Street CorporationFidelity Brokerage - MGSpouseOver $1M▲ $500K–$1M
STTState Street CorporationFidelity Brokerage - MGSpouse$250K–$500K▼ $500K–$1M
ARAIXAriel Fund Instl ClFundMerrill Lynch Roth IRA - MGSpouse$100K–$250K▲ $50K–$100K
Deferred Unit - State Street Corporation Common Stock (STT)OtherFidelity Brokerage - MGSpouse$100K–$250KNew
ML Bank Deposit ProgramCashMerrill Lynch Brokerage - JASelf$100K–$250K▲ $1K–$15K
SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETFFundMerrill Lynch Brokerage - JASelf$100K–$250KSame band
SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETFFundMerrill Lynch Roth IRA - MGSpouse$100K–$250KSame band
SUSAiShares MSCI USA ESG Select ETFFundMerrill Lynch Brokerage - JASelf$100K–$250KSame band
SUSAiShares MSCI USA ESG Select ETFFundMerrill Lynch Roth IRA - MGSpouse$100K–$250KSame band
FBAFXAmerican Balanced Fund - Class 529-F-2Fund529 DC1Child$50K–$100KSame band
FBAFXAmerican Balanced Fund - Class 529-F-2Fund529 DC2Child$50K–$100KSame band
FBAFXAmerican Balanced Fund - Class 529-F-2Fund529 DC3Child$50K–$100KSame band
FFXFXAmerican Funds Fundamental Investors - Class 529-F-2Fund529 DC1Child$50K–$100KSame band
FFXFXAmerican Funds Fundamental Investors - Class 529-F-2Fund529 DC2Child$50K–$100KSame band
Bank of America Savings - MGCashSpouse$50K–$100K▼ $100K–$250K
FCWGXCapital World Growth and Income Fund - Class 529-F-2Fund529 DC1Child$50K–$100KSame band
SCIEXHartford Schroders International Stock FundFundMerrill Lynch Roth IRA - MGSpouse$50K–$100KSame band
SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETFFundMerrill Lynch Brokerage - MGSpouse$50K–$100K▼ $100K–$250K
STTState Street CorporationFidelity Brokerage - MGSpouse$50K–$100K▼ $500K–$1M
SSDLXState Street Target Retirement 2050 Fund Class KFundFidelity - State Street Salary Savings ProgramSpouse$50K–$100K▲ $15K–$50K
FNEEXThe New Economy Fund - Class 529-F-2Fund529 DC1Child$50K–$100KSame band
VSGXVanguard ESG International Stock ETFFundMerrill Lynch Brokerage - JASelf$50K–$100KSame band
FWMMXWashington Mutual Investors Fund - Class 529-F-2Fund529 DC1Child$50K–$100KSame band
ESGDiShares ESG Aware MSCI EAFE ETFFundMerrill Lynch Roth IRA - MGSpouse$50K–$100KSame band
ESMLiShares ESG Aware MSCI USA Small-Cap ETFFundMerrill Lynch Brokerage - JASelf$50K–$100KSame band
SUSAiShares MSCI USA ESG Select ETFFundMerrill Lynch Brokerage - MGSpouse$50K–$100K▼ $100K–$250K
SUSAiShares MSCI USA ESG Select ETFFundMerrill Lynch IRA - MGSpouse$50K–$100K▼ $100K–$250K
FMMMXAMCAP Fund - Class 529-F-2Fund529 DC3Child$15K–$50KSame band
ARAIXAriel Fund Instl ClFundMerrill Lynch Brokerage - JASelf$15K–$50KSame band
ARAIXAriel Fund Instl ClFundMerrill Lynch IRA - MGSpouse$15K–$50K▼ $50K–$100K
Bank of America Checking - MGCashSpouse$15K–$50KSame band
FBCIXCapital Income Builder - Class 529-F-2Fund529 DC3Child$15K–$50KNew
FUEPXEuroPacific Growth Fund - Class 529-F-2Fund529 DC2Child$15K–$50KSame band
FUEPXEuroPacific Growth Fund - Class 529-F-2Fund529 DC3Child$15K–$50KSame band
FIWFirst Trust Water ETFFundMerrill Lynch Brokerage - JASelf$15K–$50KSame band
FIWFirst Trust Water ETFFundMerrill Lynch Brokerage - MGSpouse$15K–$50KSame band
FIWFirst Trust Water ETFFundMerrill Lynch Roth IRA - MGSpouse$15K–$50KSame band
SCIEXHartford Schroders International Stock FundFundMerrill Lynch Brokerage - MGSpouse$15K–$50K▼ $50K–$100K
SCIEXHartford Schroders International Stock FundFundMerrill Lynch IRA - MGSpouse$15K–$50K▼ $50K–$100K
ML Bank Deposit ProgramCashMerrill Lynch Roth IRA - MGSpouse$15K–$50K▲ $1K–$15K
FNFWXNew World Fund, Inc. - Class 529-F-2Fund529 DC2Child$15K–$50KNew
SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETFFundMerrill Lynch IRA - MGSpouse$15K–$50K▼ $100K–$250K
FFBOXThe Bond Fund of America - Class 529-F-2Fund529 DC3Child$15K–$50KNew
FNEEXThe New Economy Fund - Class 529-F-2Fund529 DC2Child$15K–$50K▼ $50K–$100K
USAA Checking & SavingsCashSelf$15K–$50KSame band
ESGVVanguard ESG U.S. Stock ETFFundMerrill Lynch Brokerage - JASelf$15K–$50KSame band
FWMMXWashington Mutual Investors Fund - Class 529-F-2Fund529 DC2Child$15K–$50K▼ $50K–$100K
FWMMXWashington Mutual Investors Fund - Class 529-F-2Fund529 DC3Child$15K–$50K▼ $50K–$100K
DMXFiShares ESG Advanced MSCI EAFE ETFFundMerrill Lynch Individual Acct - DC1Child$15K–$50K▲ $1K–$15K
DMXFiShares ESG Advanced MSCI EAFE ETFFundMerrill Lynch Roth IRA - JASelf$15K–$50K▲ $1K–$15K
USXFiShares ESG Advanced MSCI USA ETFFundMerrill Lynch Individual Acct - DC1Child$15K–$50KSame band
USXFiShares ESG Advanced MSCI USA ETFFundMerrill Lynch Individual Acct - DC2Child$15K–$50KSame band
USXFiShares ESG Advanced MSCI USA ETFFundMerrill Lynch Roth IRA - JASelf$15K–$50KSame band
ESGDiShares ESG Aware MSCI EAFE ETFFundMerrill Lynch Brokerage - JASelf$15K–$50KSame band
ESGDiShares ESG Aware MSCI EAFE ETFFundMerrill Lynch Brokerage - MGSpouse$15K–$50K▼ $50K–$100K
ESGDiShares ESG Aware MSCI EAFE ETFFundMerrill Lynch IRA - MGSpouse$15K–$50K▼ $50K–$100K
ESGEiShares ESG Aware MSCI EM ETFFundMerrill Lynch Individual Acct - DC1Child$15K–$50K▲ $1K–$15K
ESGEiShares ESG Aware MSCI EM ETFFundMerrill Lynch Roth IRA - MGSpouse$15K–$50KSame band
ESGUiShares ESG Aware MSCI USA ETFFundMerrill Lynch Individual Acct - DC1Child$15K–$50K▲ $1K–$15K
ESGUiShares ESG Aware MSCI USA ETFFundMerrill Lynch Individual Acct - DC2Child$15K–$50K▲ $1K–$15K
ESGUiShares ESG Aware MSCI USA ETFFundMerrill Lynch Roth IRA - JASelf$15K–$50K▲ $1K–$15K
ESMLiShares ESG Aware MSCI USA Small-Cap ETFFundMerrill Lynch Brokerage - MGSpouse$15K–$50KSame band
DSIiShares MSCI KLD 400 Social ETFFundMerrill Lynch Individual Acct - DC1Child$15K–$50K▲ $1K–$15K
DSIiShares MSCI KLD 400 Social ETFFundMerrill Lynch Individual Acct - DC2Child$15K–$50K▲ $1K–$15K
DSIiShares MSCI KLD 400 Social ETFFundMerrill Lynch Roth IRA - JASelf$15K–$50KSame band
ARAIXAriel Fund Instl ClFundMerrill Lynch Brokerage - MGSpouse$1K–$15K▼ $50K–$100K
FDIC Insured Deposit at Wells Fargo HSACashFidelity Health Savings AccountSpouse$1K–$15KNew
FIWFirst Trust Water ETFFundMerrill Lynch IRA - MGSpouse$1K–$15K▼ $15K–$50K
SCIEXHartford Schroders International Stock FundFundMerrill Lynch Brokerage - JASelf$1K–$15KSame band
ML Bank Deposit ProgramCashMerrill Lynch Brokerage - MGSpouse$1K–$15KSame band
ML Bank Deposit ProgramCashMerrill Lynch Individual Acct - DC1Child$1K–$15KSame band
ML Bank Deposit ProgramCashMerrill Lynch Individual Acct - DC2Child$1K–$15KSame band
ML Bank Deposit ProgramCashMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
ML Bank Deposit ProgramCashMerrill Lynch IRA - MGSpouse$1K–$15KSame band
USAA Checking - JointCashJoint$1K–$15K▼ $15K–$50K
USAA Savings - JointCashJoint$1K–$15K▼ $100K–$250K
USAA Savings DC1CashChild$1K–$15KSame band
USAA Savings DC2CashChild$1K–$15KSame band
USAA Savings DC3CashChild$1K–$15KSame band
ESGVVanguard ESG U.S. Stock ETFFundMerrill Lynch Brokerage - MGSpouse$1K–$15KSame band
IEMGiShares Core MSCI Emerging Markets ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15K▲ $0–$1K
IVViShares Core S&P 500 ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
DMXFiShares ESG Advanced MSCI EAFE ETFFundMerrill Lynch Individual Acct - DC2Child$1K–$15KSame band
ESGEiShares ESG Aware MSCI EM ETFFundMerrill Lynch Individual Acct - DC2Child$1K–$15KSame band
ESGEiShares ESG Aware MSCI EM ETFFundMerrill Lynch IRA - MGSpouse$1K–$15K▼ $15K–$50K
ESGEiShares ESG Aware MSCI EM ETFFundMerrill Lynch Roth IRA - JASelf$1K–$15KSame band
EFGiShares MSCI EAFE Growth ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
EFViShares MSCI EAFE Value ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
EMXCiShares MSCI Emerging Markets ex China ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
MTUMiShares MSCI USA Momentum Factor ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
QUALiShares MSCI USA Quality Factor ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
IVWiShares S&P 500 Growth ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
IVEiShares S&P 500 Value ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
DYNFiShares U.S. Equity Factor Rotation Active ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
IYWiShares U.S. Technology ETFFundMerrill Lynch Individual Acct - DC3Child$1K–$15KSame band
SPAXXFidelity Government Money Market FundFundFidelity Brokerage - MGSpouse$0–$1KNew
ML Bank Deposit ProgramCashMerrill Lynch Roth IRA - JASelf$0–$1K▼ $1K–$15K

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

NEWFX American Funds New World Fund A $15K–$50K
LCTU BlackRock U.S. Carbon Transition Readiness ETF $15K–$50K
LCTU BlackRock U.S. Carbon Transition Readiness ETF $15K–$50K
LCTU BlackRock U.S. Carbon Transition Readiness ETF $15K–$50K
CSVIX Calvert Small Cap Fund Class I $15K–$50K
CAIFX Capital Income Builder Cl F-2 Shs $15K–$50K
DSBIX Domini Impact Bond Fund Institutional Shares $15K–$50K
DSBIX Domini Impact Bond Fund Institutional Shares $15K–$50K
PTSAX PIMCO Total Return ESG Fund Institutional Class $15K–$50K
PTSAX PIMCO Total Return ESG Fund Institutional Class $15K–$50K
ABNFX The Bond Fd of America, Class F-2 Shares $15K–$50K
EAGG iShares ESG Aware U.S. Aggregate Bond ETF $15K–$50K
LCTD BlackRock World ex U.S. Carbon Transition Rea... $1K–$15K
LCTD BlackRock World ex U.S. Carbon Transition Rea... $1K–$15K
LCTD BlackRock World ex U.S. Carbon Transition Rea... $1K–$15K
CSVIX Calvert Small Cap Fund Class I $1K–$15K
EEMX SPDR MSCI Emerging Markets Fuel Reserves Free... $1K–$15K
EEMX SPDR MSCI Emerging Markets Fuel Reserves Free... $1K–$15K
EAGG iShares ESG Aware U.S. Aggregate Bond ETF $1K–$15K
FZFXX Fidelity Treasury Money Market Fund $0–$1K

Source filings

Every report we read for this page · newest first

May 22, 2026 Periodic transaction report 2 trades View original
Apr 9, 2026 2025 annual report 115 assets View original
Apr 9, 2026 2024 annual report · amended 122 assets View original
Feb 19, 2026 Periodic transaction report 1 trade View original
Nov 18, 2025 Periodic transaction report 1 trade View original
Aug 27, 2025 Periodic transaction report 1 trade View original
May 22, 2025 Periodic transaction report 1 trade View original
Feb 21, 2025 Periodic transaction report 1 trade View original
Nov 21, 2024 Periodic transaction report 1 trade View original
Aug 21, 2024 Periodic transaction report 1 trade View original
May 3, 2024 2023 annual report 111 assets View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.