Katherine M. Clark
DemocratMA·31 disclosed trades·4 tickers
Volume traded
$4.0M
gross buys + sells, not wealth
Net flow
+$3.4M
Median gap
27d
limit is 45d
Filed late
6%
2 of 31
Last trade
2026-06-16
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 5/15/2026 — 37 assets, about $14.2M at the middle of each value range.
- SPY · SPDR S&P 500 (SPY)29.4%
- Family Home (non-primary)21.1%
- AAPL · Apple Inc. (AAPL)7.9%
- FDRXX · Fidelity Cash Reserves (FDRXX)6.8%
- DC Co-op5.3%
- Other 32 assets29.5%
By type: Exchange Traded Fund 30% · Real Property 26% · Stock 18% · Mutual Fund 16% · Government Security 8% · Hedge Fund 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
SPYSPDR S&P 500 (SPY)in Fidelity Brokerage Account, Fidelity Rollover IRA, Judith S. Clark Irrevocable Trust | Exchange Traded Fund | ≈ $4.2M | 29.4% | Joint, Self, Spouse |
Family Home (non-primary) | Real Property | $1,000,001 - $5,000,000 | 21.1% | Joint |
| Stock | ≈ $1.1M | 7.9% | Self | |
FDRXXFidelity Cash Reserves (FDRXX)in Fidelity Brokerage Account, Fidelity Rollover IRA, Judith S. Clark Irrevocable Trust | Mutual Fund | ≈ $965.0K | 6.8% | Joint, Self, Spouse |
DC Co-op | Real Property | $500,001 - $1,000,000 | 5.3% | Joint |
SEQUXSequoia Fund (SEQUX) | Mutual Fund | $500,001 - $1,000,000 | 5.3% | Joint |
UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTEin Fidelity Rollover IRA, Judith S. Clark Irrevocable Trust, Katherine M. Clark Exempt Trust | Government Security | ≈ $725.0K | 5.1% | Self, Spouse |
BRK.BBerkshire Hathaway Inc. New (BRK.B)in Judith S. Clark Irrevocable Trust, Katherine M. Clark Separate Share Trust | Stock | ≈ $550.0K | 3.9% | Self |
UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTEin Katherine M. Clark Separate Share Trust | Government Security | $250,001 - $500,000 | 2.6% | Self |
FFFEXFidelity Freedom 2030 Fund (FFFEX)in Massachusetts BBO Elective Deferral Plan, Massachusetts BBO IRA | Mutual Fund | ≈ $350.0K | 2.5% | Spouse |
MSFTMicrosoft Corporation (MSFT)in Judith S. Clark Irrevocable Trust, Katherine M. Clark Separate Share Trust | Stock | ≈ $207.5K | 1.5% | Self |
| Stock | $100,001 - $250,000 | 1.2% | Self | |
| Stock | $100,001 - $250,000 | 1.2% | Self | |
Ruane, Cunniff, & Goldfarb Inc.in Katherine M. Clark Separate Share Trust | Hedge Fund | $100,001 - $250,000 | 1.2% | Self |
PERAdvantage US Large Cap Stock https://fd.house.gov/reference/asset-type-codes.aspx.in PERAPlus 401(K) Plan | Mutual Fund | $100,001 - $250,000 | 1.2% | Self |
The 15 largest of 37. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 2 assets are valued "undetermined" and not counted.
Their most-traded tickers
What they hold it in
Government Security
20
Stock
7
Corporate Bond
3
Stock (private)
1
Every disclosed trade
31 rows. Sort any column; Source opens the filed PDF.
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