Katherine M. Clark
U.S. Representative, Massachusetts district 5 (MA05)
Latest disclosure July 14, 2026: Periodic transaction report, filing 20034892.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10075831.
As of May 15, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| SPY | Judith S. Clark Irrevocable Trust ⇒ SPDR S&P 500 (SPY) EF | Member | $1,000,001 - $5,000,000 | p. 3 |
| SEQUX | Sequoia Fund (SEQUX) MF | Joint | $500,001 - $1,000,000 | p. 1 |
| AAPL | Judith S. Clark Irrevocable Trust ⇒ Apple Inc. (AAPL) ST | Member | $500,001 - $1,000,000 | p. 2 |
| FDRXX | Fidelity Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX) MF | Joint | $250,001 - $500,000 | p. 2 |
| SPY | Fidelity Rollover IRA ⇒ State Street SPDR S&P 500 ETF Trust (SPY) EF | Spouse | $250,001 - $500,000 | p. 2 |
| BRK.B | Judith S. Clark Irrevocable Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) ST | Member | $250,001 - $500,000 | p. 2 |
| none | Judith S. Clark Irrevocable Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE GS | Member | $250,001 - $500,000 | p. 3 |
| AAPL | Katherine M. Clark Separate Share Trust ⇒ Apple Inc. (AAPL) ST | Member | $250,001 - $500,000 | p. 4 |
| SPY | Katherine M. Clark Separate Share Trust ⇒ SPDR S&P 500 (SPY) EF | Member | $250,001 - $500,000 | p. 5 |
| none | Katherine M. Clark Separate Share Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTE GS | Member | $250,001 - $500,000 | p. 5 |
| SPY | Fidelity Brokerage Account ⇒ SPDR S&P 500 (SPY) EF | Joint | $100,001 - $250,000 | p. 2 |
| none | Fidelity Rollover IRA ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE GS | Spouse | $100,001 - $250,000 | p. 2 |
| FDRXX | Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $100,001 - $250,000 | p. 2 |
| JPM | Judith S. Clark Irrevocable Trust ⇒ JP Morgan Chase & Co. (JPM) ST | Member | $100,001 - $250,000 | p. 3 |
| MSFT | Judith S. Clark Irrevocable Trust ⇒ Microsoft Corporation (MSFT) ST | Member | $100,001 - $250,000 | p. 3 |
| FDRXX | Katherine Clark - Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $100,001 - $250,000 | p. 3 |
| SPY | Katherine Clark - Traditional IRA ⇒ SPDR S&P 500 (SPY) EF | Member | $100,001 - $250,000 | p. 3 |
| none | Katherine M. Clark Exempt Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE GS | Member | $100,001 - $250,000 | p. 4 |
| GOOG | Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $100,001 - $250,000 | p. 4 |
| BRK.B | Katherine M. Clark Separate Share Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) ST | Member | $100,001 - $250,000 | p. 4 |
| FDRXX | Katherine M. Clark Separate Share Trust ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $100,001 - $250,000 | p. 4 |
| FFFEX | Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Freedom 2030 Fund (FFFEX) MF | Spouse | $100,001 - $250,000 | p. 6 |
| FFFEX | Massachusetts BBO IRA ⇒ Fidelity Freedom 2030 Fund (FFFEX) MF | Spouse | $100,001 - $250,000 | p. 6 |
| none | PERAPlus 401(K) Plan ⇒ PERAdvantage US Large Cap Stock MF | Member | $100,001 - $250,000 | p. 6 |
| CSCO | Judith S. Clark Irrevocable Trust ⇒ Cisco Systems, Inc. (CSCO) ST | Member | $50,001 - $100,000 | p. 2 |
| SPY | Katherine M. Clark Exempt Trust ⇒ SPDR S&P 500 (SPY) EF | Member | $50,001 - $100,000 | p. 4 |
| FDRXX | Fidelity Rollover IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| VZ | Judith S. Clark Irrevocable Trust ⇒ Verizon Communications Inc. (VZ) ST | Member | $15,001 - $50,000 | p. 3 |
| DIS | Judith S. Clark Irrevocable Trust ⇒ Walt Disney Company (DIS) ST | Member | $15,001 - $50,000 | p. 3 |
| FDRXX | Katherine M. Clark Exempt Trust ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $15,001 - $50,000 | p. 4 |
| BAC | Katherine M. Clark Separate Share Trust ⇒ Bank of America Corporation (BAC) ST | Member | $15,001 - $50,000 | p. 4 |
| CSCO | Katherine M. Clark Separate Share Trust ⇒ Cisco Systems, Inc. (CSCO) ST | Member | $15,001 - $50,000 | p. 4 |
| IBM | Katherine M. Clark Separate Share Trust ⇒ International Business Machines Corporation (IBM) ST | Member | $15,001 - $50,000 | p. 4 |
| MSFT | Katherine M. Clark Separate Share Trust ⇒ Microsoft Corporation (MSFT) ST | Member | $15,001 - $50,000 | p. 5 |
| OAKMX | Katherine M. Clark Separate Share Trust ⇒ Oakmark Fund Investor Class (OAKMX) MF | Member | $15,001 - $50,000 | p. 5 |
| SCHF | Katherine M. Clark Separate Share Trust ⇒ Schwab International Equity ETF (SCHF) EF | Member | $15,001 - $50,000 | p. 5 |
| XLF | Katherine M. Clark Separate Share Trust ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Member | $15,001 - $50,000 | p. 5 |
| VTWO | Katherine M. Clark Separate Share Trust ⇒ Vanguard Russell 2000 ETF (VTWO) EF | Member | $15,001 - $50,000 | p. 5 |
| none | PERAPlus 401(K) Plan ⇒ PERAdvantage 2030 Fund MF | Member | $15,001 - $50,000 | p. 6 |
| T | Judith S. Clark Irrevocable Trust ⇒ AT&T Inc. (T) ST | Member | $1,001 - $15,000 | p. 2 |
| F | Judith S. Clark Irrevocable Trust ⇒ Ford Motor Company (F) ST | Member | $1,001 - $15,000 | p. 2 |
| none | Judith S. Clark Irrevocable Trust ⇒ GDB Debt Recovery Auth of Commonwealth of Puerto Rico GS | Member | $1,001 - $15,000 | p. 3 |
| NLY | Katherine M. Clark Separate Share Trust ⇒ Annaly Capital Management Inc (NLY) RE | Member | $1,001 - $15,000 | p. 4 |
| T | Katherine M. Clark Separate Share Trust ⇒ AT&T Inc. (T) ST | Member | $1,001 - $15,000 | p. 4 |
| PFE | Katherine M. Clark Separate Share Trust ⇒ Pfizer, Inc. (PFE) ST | Member | $1,001 - $15,000 | p. 5 |
| SCHD | Katherine M. Clark Separate Share Trust ⇒ Schwab US Dividend Equity ETF (SCHD) EF | Member | $1,001 - $15,000 | p. 5 |
| DIS | Katherine M. Clark Separate Share Trust ⇒ Walt Disney Company (DIS) ST | Member | $1,001 - $15,000 | p. 5 |
| HACAX | Massachusetts BBO Elective Deferral Plan ⇒ Harbor Capital Appreciation Fund Insti Cl (HACAX) MF | Spouse | $1,001 - $15,000 | p. 6 |
| none | Fidelity Brokerage Account ⇒ United States Treasury Notes GS | Joint | None | p. 2 |
| none | Fidelity Rollover IRA ⇒ United States Treasury Notes GS | Spouse | None | p. 2 |
| WBD | Judith S. Clark Irrevocable Trust ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) ST | Member | None | p. 3 |
| PG | Katherine M. Clark Exempt Trust ⇒ Procter & Gamble Company (PG) ST | Member | None | p. 4 |
| PG | Katherine M. Clark Separate Share Trust ⇒ Procter & Gamble Company (PG) ST | Member | None | p. 5 |
| WBD | Katherine M. Clark Separate Share Trust ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) ST | Member | None | p. 5 |
| FBGKX | Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Blue Chip Growth Fund Class K (FBGKX) MF | Spouse | None | p. 6 |
| FDGKX | Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Dividend Growth Fund Class K (FDGKX) MF | Spouse | None | p. 6 |
| FSLEX | Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) MF | Spouse | None | p. 6 |
10 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
2 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE GS | Member | P | October 27, 2025 | $250,001 - $500,000 | November 6, 2025 filing 20033393, p. 1 |
| none | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE GS | Member | P | October 27, 2025 | $250,001 - $500,000 | November 6, 2025 filing 20033393, p. 1 |
| none | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE GS | Member | P | October 27, 2025 | $100,001 - $250,000 | November 6, 2025 filing 20033393, p. 1 |
| none | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE GS | Spouse | P | October 27, 2025 | $100,001 - $250,000 | November 6, 2025 filing 20033393, p. 1 |
| none | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 GS | Member | P | June 16, 2026 | $50,001 - $100,000 | July 14, 2026 filing 20034892, p. 1 |
| none | UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 GS | Member | P | June 16, 2026 | $50,001 - $100,000 | July 14, 2026 filing 20034892, p. 1 |
| none | UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 GS | Member | P | June 16, 2026 | $50,001 - $100,000 | July 14, 2026 filing 20034892, p. 1 |
| none | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 GS | Member | P | June 16, 2026 | $15,001 - $50,000 | July 14, 2026 filing 20034892, p. 1 |
| none | UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 GS | Member | P | June 16, 2026 | $15,001 - $50,000 | July 14, 2026 filing 20034892, p. 1 |
| none | UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 GS | Member | P | June 16, 2026 | $15,001 - $50,000 | July 14, 2026 filing 20034892, p. 1 |
| none | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 GS | Member | P | June 16, 2026 | $15,001 - $50,000 | July 14, 2026 filing 20034892, p. 2 |
| none | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 GS | Member | P | June 16, 2026 | $15,001 - $50,000 | July 14, 2026 filing 20034892, p. 2 |
| PG | Procter & Gamble Company (PG) ST | Member | S | September 17, 2025 | $15,001 - $50,000 | October 3, 2025 filing 20032205, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Member | S | September 17, 2025 | $15,001 - $50,000 | October 3, 2025 filing 20032205, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- July 14, 2026 Periodic transaction report (2026), filing 20034892 itemised above
- May 15, 2026 Annual report (FD Original) (2025), filing 10075831 itemised above
- November 6, 2025 Periodic transaction report (2025), filing 20033393 itemised above
- October 3, 2025 Periodic transaction report (2025), filing 20032205 itemised above
- May 15, 2025 Annual report (FD Original) (2024), filing 10066244
- April 4, 2024 Periodic transaction report (2024), filing 20024795
- March 5, 2024 Periodic transaction report (2024), filing 20024588
- February 12, 2024 Periodic transaction report (2024), filing 20024435
Discussion
About this member's disclosures. Anyone can read. Posting needs an account with a confirmed email. Plain text only; links are not accepted. A post reported by 3 people is hidden until a moderator reviews it.
No posts yet.
Posting opens once account sign-up is live. Log in if you already have a confirmed account.