Jake Auchincloss Stock Trades

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MA-04 · Democrat

Disclosed trades

Estimated volume

$325K

sum of bracket midpoints

Typical delay

4 days

trade to filing

Last filed

May 22, 2026

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Entering on the day each filing became public, and still holding

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None of this member's disclosed purchases could be priced — they may have disclosed only sales, or only assets with no market price.

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Holdings, 2025

Weights are each holding's share of roughly $3.3M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
SUSAMerrill Lynch Roth IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF]	5.3%	spouse	$100K – $250K	Tax-Deferred
SPYXMerrill Lynch Roth IRA - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) [EF]	5.3%	spouse	$100K – $250K	Tax-Deferred
SUSAMerrill Lynch Brokerage - JA ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF]	5.3%		$100K – $250K	Dividends
SPYXMerrill Lynch Brokerage - JA ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) [EF]	5.3%		$100K – $250K	Dividends
ARAIXMerrill Lynch Roth IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) [MF]	5.3%	spouse	$100K – $250K	Tax-Deferred
FBAFX529 DC1 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) [MF]	2.3%	dependent	$50K – $100K	Tax-Deferred
FFXFX529 DC1 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX) [MF]	2.3%	dependent	$50K – $100K	Tax-Deferred
FCWGX529 DC1 ⇒ Capital World Growth and Income Fund - Class 529-F-2 (FCWGX) [MF]	2.3%	dependent	$50K – $100K	Tax-Deferred
FNEEX529 DC1 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) [MF]	2.3%	dependent	$50K – $100K	Tax-Deferred
FWMMX529 DC1 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) [MF]	2.3%	dependent	$50K – $100K	Tax-Deferred
FBAFX529 DC2 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) [MF]	2.3%	dependent	$50K – $100K	Tax-Deferred
FFXFX529 DC2 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX) [MF]	2.3%	dependent	$50K – $100K	Tax-Deferred
FBAFX529 DC3 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) [MF]	2.3%	dependent	$50K – $100K	Tax-Deferred
SSDLXFidelity - State Street Salary Savings Program ⇒ State Street Target Retirement 2050 Fund Class K (SSDLX) [MF]	2.3%	spouse	$50K – $100K	Tax-Deferred
STTFidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) [ST]	2.3%	spouse	$50K – $100K	Dividends
ESMLMerrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) [EF]	2.3%		$50K – $100K	Dividends
VSGXMerrill Lynch Brokerage - JA ⇒ Vanguard ESG International Stock ETF (VSGX) [EF]	2.3%		$50K – $100K	Dividends
SUSAMerrill Lynch Brokerage - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF]	2.3%	spouse	$50K – $100K	Dividends
SUSAMerrill Lynch IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF]	2.3%	spouse	$50K – $100K	Tax-Deferred
SCIEXMerrill Lynch Roth IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) [MF]	2.3%	spouse	$50K – $100K	Tax-Deferred
ESGDMerrill Lynch Roth IRA - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]	2.3%	spouse	$50K – $100K	Tax-Deferred
FUEPX529 DC2 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
FNFWX529 DC2 ⇒ New World Fund, Inc. - Class 529-F-2 (FNFWX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
FNEEX529 DC2 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
FWMMX529 DC2 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
FMMMX529 DC3 ⇒ AMCAP Fund - Class 529-F-2 (FMMMX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
FBCIX529 DC3 ⇒ Capital Income Builder - Class 529-F-2 (FBCIX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
FUEPX529 DC3 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
FFBOX529 DC3 ⇒ The Bond Fund of America - Class 529-F-2 (FFBOX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
FWMMX529 DC3 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) [MF]	0.98%	dependent	$15K – $50K	Tax-Deferred
ARAIXMerrill Lynch Brokerage - JA ⇒ Ariel Fund Instl Cl (ARAIX) [MF]	0.98%		$15K – $50K	Capital Gains, Dividends
FIWMerrill Lynch Brokerage - JA ⇒ First Trust Water ETF (FIW) [EF]	0.98%		$15K – $50K	Dividends
ESGDMerrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]	0.98%		$15K – $50K	Dividends
FIWMerrill Lynch Brokerage - MG ⇒ First Trust Water ETF (FIW) [EF]	0.98%	spouse	$15K – $50K	None
SCIEXMerrill Lynch Brokerage - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) [MF]	0.98%	spouse	$15K – $50K	Dividends
ESGDMerrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]	0.98%	spouse	$15K – $50K	Dividends
ESMLMerrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) [EF]	0.98%	spouse	$15K – $50K	Dividends
DMXFMerrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) [EF]	0.98%	dependent	$15K – $50K	Dividends
USXFMerrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) [EF]	0.98%	dependent	$15K – $50K	Dividends
ESGEMerrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF]	0.98%	dependent	$15K – $50K	Dividends

Showing 40 of 116 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR10138International AffairsAug 24, 2026
CCP Fentanyl Sanctions Act
Referred to the Committee on Foreign Affairs, and in addition to the Committees on Financial Services, Oversight and Government Reform, and the Judiciary, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR9823HealthJul 22, 2026
Alzheimer’s Early Detection Act of 2026
Referred to the House Committee on Energy and Commerce.
HR7568EnergyFeb 13, 2026
Hot Rock Act
Referred to the Committee on Science, Space, and Technology, and in addition to the Committees on Natural Resources, and Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR6837HealthDec 18, 2025
To amend the Employee Retirement Income Security Act of 1974 to ensure that pharmacy benefit managers are considered fiduciaries, and for other purposes.
Referred to the House Committee on Education and Workforce.
HR6610HealthDec 11, 2025
Pharmacists Fight Back [in Federal Employee Health Benefit Plans Act]
Ordered to be Reported (Amended) by the Yeas and Nays: 40 - 2.
HR6609HealthDec 11, 2025
Pharmacists Fight Back in Medicare and Medicaid Act
Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR6335TaxationDec 1, 2025
Education Not Endless Scrolling Act
Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR6334Science, Technology, CommunicationsDec 1, 2025
Deepfake Liability Act
Referred to the House Committee on Energy and Commerce.
HR6333CommerceDec 1, 2025
Parents Over Platforms Act
Forwarded by Subcommittee to Full Committee by Voice Vote.
HR6171HealthNov 20, 2025
ACA Copay CAP Act of 2025
Referred to the House Committee on Energy and Commerce.
HR4438Finance and Financial SectorJul 16, 2025
Power of the Mint Act
Referred to the House Committee on Financial Services.
HR409TaxationJan 15, 2025
Supporting Transit Commutes Act
Referred to the House Committee on Ways and Means.

Campaign finance

Reported to the FEC, through Aug 12, 2026

Raised

$3.6M

Spent

$1.3M

Cash on hand

$7.3M

From PACs

$725.3K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Jake Auchincloss's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Nay
Sep 16, 2026	H R 10326	PROOF Act	Nay
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Yea
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Yea
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Nay
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

STT9x · $292.5K

Disclosed transactions

10 in total, newest first

Asset		Amount	Traded	Filed	Note
STT	sellspouseReduce	$15K – $50K	May 18, 2026	May 22, 2026 4 days later	RSU distribution * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Fidelity Brokerage - MG (Owner: SP) I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Jake Auchincloss , 05/22/2026
STT	sellspouseReduce	$15K – $50K	May 18, 2026	May 22, 2026 4 days later	RSU distribution
STT	sellReduce	$15K – $50K	Feb 17, 2026	Feb 19, 2026 2 days later	RSU distribution * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Jake Auchincloss , 02/19/2026
STT	sellReduce	$15K – $50K	Nov 17, 2025	Nov 18, 2025 1 day later	RSU distribution * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Jake Auchincloss , 11/18/2025
STT	sellReduce	$15K – $50K	Aug 18, 2025	Aug 27, 2025 9 days later	RSU distribution * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Jake Auchincloss , 08/27/2025
STT	sellReduce	$15K – $50K	May 16, 2025	May 22, 2025 6 days later	RSU distribution * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Jake Auchincloss , 05/22/2025
STT	sellReduce	$15K – $50K	Feb 18, 2025	Feb 21, 2025 3 days later	RSU distribution * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Jake Auchincloss , 02/21/2025
STT	sellReduce	$15K – $50K	Nov 18, 2024	Nov 21, 2024 3 days later	RSU distribution * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Jake Auchincloss , 11/21/2024
STT	sellReduce	$15K – $50K	Aug 16, 2024	Aug 21, 2024 5 days later	RSU distribution * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Jake Auchincloss , 08/21/2024
Flipside Crypto, Inc.F S: New S O: Flip…	sellReduce	$15K – $50K	Mar 22, 2022	Apr 10, 2022 19 days later	Sold equity interest in Flipside Crypto, Inc. back to company. C: I sold my interest in Flipside Crypto, Inc, a company that I invested in before my election to Congress, for an amount below fair market value, as defined by the company's most recent valuation. As a Member of Congress, I had no information related to this transaction that is unavailable to members of the public. The terms of this sale and the timing would be available to any other investor upon request. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx A C D Flipside Crypto Investor Holdings, LLC L: US D: Investment in software-as-a-service company C I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act.

Source: the original filing