Katherine M. Clark

D-MA-5 Representative for Massachusetts’s 5th district Democrat In Congress since 2013

23trades · 3 yrs
17buys
6sells
28dmedian wait
0filed late

Katherine M. Clark disclosed 23 trades made since Oct 4, 2023: 17 buys and 6 sales. The most traded name was NYCB (2 trades). 3 of them were a spouse's or joint account's. The latest, made Jun 16, 2026, was filed Jul 14, 2026.

Trades over time

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

Buys Sells

NYCB 2 trades 0 buy · 2 sell
PG 2 trades 0 buy · 2 sell
KO 1 trade 0 buy · 1 sell

Trades

23 trades since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027
Bond

Buy

$15K–$50K

Traded Jun 16Filed Jul 14 28d

↗
UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027
Bond

Buy

$15K–$50K

Traded Jun 16Filed Jul 14 28d

↗
UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028
Bond

Buy

$50K–$100K

Traded Jun 16Filed Jul 14 28d

↗
UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028
Bond

Buy

$15K–$50K

Traded Jun 16Filed Jul 14 28d

↗
UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028
Bond

Buy

$15K–$50K

Traded Jun 16Filed Jul 14 28d

↗
UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028
Bond

Buy

$50K–$100K

Traded Jun 16Filed Jul 14 28d

↗
UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027
Bond

Buy

$50K–$100K

Traded Jun 16Filed Jul 14 28d

↗
UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027
Bond

Buy

$15K–$50K

Traded Jun 16Filed Jul 14 28d

↗
UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE
Bond

Buy

$250K–$500K

Traded Oct 27, 2025Filed Nov 6, 2025 10d

↗
UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE
BondSpouse

Buy

$100K–$250K

Traded Oct 27, 2025Filed Nov 6, 2025 10d

↗
UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE
Bond

Buy

$100K–$250K

Traded Oct 27, 2025Filed Nov 6, 2025 10d

↗
UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE
Bond

Buy

$250K–$500K

Traded Oct 27, 2025Filed Nov 6, 2025 10d

↗
PGProcter & Gamble Company

Sell

$15K–$50K

Traded Sep 17, 2025Filed Oct 3, 2025 16d

↗
PGProcter & Gamble Company

Sell

$15K–$50K

Traded Sep 17, 2025Filed Oct 3, 2025 16d

↗
NYCBNew York Community Bancorp, Inc.

Sell

$1K–$15K

Traded Mar 1, 2024Filed Apr 4, 2024 34d

↗
NYCBNew York Community Bancorp, Inc.

Sell

$1K–$15K

Traded Mar 1, 2024Filed Apr 4, 2024 34d

↗
United States Treasury Notes
BondSpouse

Buy

$100K–$250K

Traded Feb 16, 2024Filed Mar 5, 2024 18d

↗
United States Treasury Notes
BondJoint

Buy

$100K–$250K

Traded Feb 16, 2024Filed Mar 5, 2024 18d

↗
Ruane, Cunniff, & Goldfarb Inc.
Private business

Sell · part

$100K–$250K

Traded Jan 31, 2024Filed Mar 5, 2024 34d

↗
United States Treasury Notes
Bond

Buy

$100K–$250K

Traded Jan 23, 2024Filed Feb 12, 2024 20d

↗
United States Treasury Notes
Bond

Buy

$250K–$500K

Traded Oct 24, 2023Filed Nov 6, 2023 13d

↗
United States Treasury Notes
Bond

Buy

$250K–$500K

Traded Oct 24, 2023Filed Nov 6, 2023 13d

↗
KOCoca-Cola Company

Sell

$15K–$50K

Traded Oct 9, 2023Filed Nov 6, 2023 28d

↗

Reported holdings

2025 annual report · filed May 15, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$7.1M–$21.3M sum of 59 disclosed ranges

Fund 26
Real estate 2
Stock 20
Bond 5
Cash 4
Other 2

AssetOwner Valuevs 2024
Family Home (non-primary)Real estateJoint$1M–$5MSame band
SPYSPDR S&P 500FundJudith S. Clark Irrevocable TrustSelf$1M–$5MSame band
AAPLApple Inc.Judith S. Clark Irrevocable TrustSelf$500K–$1MSame band
DC Co-opReal estateJoint$500K–$1MSame band
SEQUXSequoia FundFundJoint$500K–$1MSame band
AAPLApple Inc.Katherine M. Clark Separate Share TrustSelf$250K–$500K▼ $500K–$1M
BRK.BBerkshire Hathaway Inc. NewJudith S. Clark Irrevocable TrustSelf$250K–$500K▲ $100K–$250K
FDRXXFidelity Cash ReservesFundFidelity Brokerage AccountJoint$250K–$500K▲ $100K–$250K
SPYSPDR S&P 500FundKatherine M. Clark Separate Share TrustSelf$250K–$500K▼ $1M–$5M
SPYState Street SPDR S&P 500 ETF TrustFundFidelity Rollover IRASpouse$250K–$500K▲ $100K–$250K
UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTEBondJudith S. Clark Irrevocable TrustSelf$250K–$500KNew
UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTEBondKatherine M. Clark Separate Share TrustSelf$250K–$500KNew
GOOGAlphabet Inc. - Class C Capital StockKatherine M. Clark Separate Share TrustSelf$100K–$250K▲ $50K–$100K
BRK.BBerkshire Hathaway Inc. NewKatherine M. Clark Separate Share TrustSelf$100K–$250KSame band
FDRXXFidelity Cash ReservesFundJudith S. Clark Irrevocable TrustSelf$100K–$250K▼ $500K–$1M
FDRXXFidelity Cash ReservesFundKatherine Clark - Traditional IRASelf$100K–$250K▼ $500K–$1M
FDRXXFidelity Cash ReservesFundKatherine M. Clark Separate Share TrustSelf$100K–$250K▼ $500K–$1M
FFFEXFidelity Freedom 2030 FundFundMassachusetts BBO Elective Deferral PlanSpouse$100K–$250K▲ $50K–$100K
FFFEXFidelity Freedom 2030 FundFundMassachusetts BBO IRASpouse$100K–$250K▲ $50K–$100K
JPMJP Morgan Chase & Co.Judith S. Clark Irrevocable TrustSelf$100K–$250K▲ $50K–$100K
MSFTMicrosoft CorporationJudith S. Clark Irrevocable TrustSelf$100K–$250KSame band
PERAdvantage US Large Cap StockFundPERAPlus 401(K) PlanSelf$100K–$250KSame band
Ruane, Cunniff, & Goldfarb Inc.FundKatherine M. Clark Separate Share TrustSelf$100K–$250KSame band
SPYSPDR S&P 500FundFidelity Brokerage AccountJoint$100K–$250KSame band
SPYSPDR S&P 500FundKatherine Clark - Traditional IRASelf$100K–$250K▼ $1M–$5M
UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTEBondFidelity Rollover IRASpouse$100K–$250KNew
UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTEBondKatherine M. Clark Exempt TrustSelf$100K–$250KNew
CSCOCisco Systems, Inc.Judith S. Clark Irrevocable TrustSelf$50K–$100KSame band
SPYSPDR S&P 500FundKatherine M. Clark Exempt TrustSelf$50K–$100K▼ $1M–$5M
BACBank of America CorporationKatherine M. Clark Separate Share TrustSelf$15K–$50KSame band
CSCOCisco Systems, Inc.Katherine M. Clark Separate Share TrustSelf$15K–$50K▼ $50K–$100K
Eastern Bank AccountCashJoint$15K–$50KSame band
FDRXXFidelity Cash ReservesFundFidelity Rollover IRASpouse$15K–$50KSame band
FDRXXFidelity Cash ReservesFundKatherine M. Clark Exempt TrustSelf$15K–$50K▼ $500K–$1M
IBMInternational Business Machines CorporationKatherine M. Clark Separate Share TrustSelf$15K–$50KSame band
MSFTMicrosoft CorporationKatherine M. Clark Separate Share TrustSelf$15K–$50K▼ $100K–$250K
OAKMXOakmark Fund Investor ClassFundKatherine M. Clark Separate Share TrustSelf$15K–$50KSame band
PERAdvantage 2030 FundFundPERAPlus 401(K) PlanSelf$15K–$50K▲ $1K–$15K
XLFSPDR Select Sector Fund - FinancialFundKatherine M. Clark Separate Share TrustSelf$15K–$50K▲ $1K–$15K
SCHFSchwab International Equity ETFFundKatherine M. Clark Separate Share TrustSelf$15K–$50KSame band
VTWOVanguard Russell 2000 ETFFundKatherine M. Clark Separate Share TrustSelf$15K–$50KSame band
VZVerizon Communications Inc.Judith S. Clark Irrevocable TrustSelf$15K–$50KSame band
DISWalt Disney CompanyJudith S. Clark Irrevocable TrustSelf$15K–$50KSame band
TAT&T Inc.Judith S. Clark Irrevocable TrustSelf$1K–$15KSame band
TAT&T Inc.Katherine M. Clark Separate Share TrustSelf$1K–$15KSame band
Acacia Partners LPFundKatherine M. Clark Exempt TrustSelf$1K–$15KSame band
Acacia Partners LPFundKatherine M. Clark Separate Share TrustSelf$1K–$15KSame band
NLYAnnaly Capital Management IncKatherine M. Clark Separate Share TrustSelf$1K–$15KSame band
Capital One Savings AccountCashJoint$1K–$15K▼ $15K–$50K
FFord Motor CompanyJudith S. Clark Irrevocable TrustSelf$1K–$15KSame band
GDB Debt Recovery Auth of Commonwealth of Puerto RicoBondJudith S. Clark Irrevocable TrustSelf$1K–$15KSame band
HACAXHarbor Capital Appreciation Fund Insti ClFundMassachusetts BBO Elective Deferral PlanSpouse$1K–$15KNew
PFEPfizer, Inc.Katherine M. Clark Separate Share TrustSelf$1K–$15KSame band
SCHDSchwab US Dividend Equity ETFFundKatherine M. Clark Separate Share TrustSelf$1K–$15KSame band
DISWalt Disney CompanyKatherine M. Clark Separate Share TrustSelf$1K–$15K▼ $15K–$50K
Fidelity - CashCashKatherine M. Clark Separate Share TrustSelf$0–$1K▼ $250K–$500K
Fidelity CashCashJudith S. Clark Irrevocable TrustSelf$0–$1KNew
Eversource EnergyOtherSpouseUndeterminedNew
Massachusetts state pensionOtherSelfUndeterminedSame band

Not in the 2025 report

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

United States Treasury Notes $100K–$250K
United States Treasury Notes $100K–$250K
FDGKX Fidelity Dividend Growth Fund Class K $50K–$100K
FSLEX Fidelity Select Environmental and Alternative... $50K–$100K
FS Energy and Power Fund $15K–$50K
PG Procter & Gamble Company $15K–$50K
PG Procter & Gamble Company $15K–$50K
FBGKX Fidelity Blue Chip Growth Fund Class K $1K–$15K
WBD Warner Bros. Discovery, Inc. - Series A $1K–$15K
WBD Warner Bros. Discovery, Inc. - Series A $1K–$15K

Source filings

Every report we read for this page · newest first

Jul 14, 2026 Periodic transaction report 8 trades View original
May 15, 2026 2025 annual report 69 assets View original
Nov 6, 2025 Periodic transaction report 4 trades View original
Oct 3, 2025 Periodic transaction report 2 trades View original
May 15, 2025 2024 annual report 67 assets View original
May 14, 2024 2023 annual report 74 assets View original
Apr 4, 2024 Periodic transaction report 2 trades View original
Mar 5, 2024 Periodic transaction report 3 trades View original
Feb 12, 2024 Periodic transaction report 1 trade View original
Nov 6, 2023 Periodic transaction report 3 trades 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.