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Katherine Clark
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Family Home (non-primary) [RP] | $1M – $5M |
| Judith S. Clark Irrevocable Trust ⇒ SPDR S&P 500 (SPY) [EF] | $1M – $5M |
| DC Co-op [RP] | $500K – $1M |
| Sequoia Fund (SEQUX) [MF] | $500K – $1M |
| Judith S. Clark Irrevocable Trust ⇒ Apple Inc. (AAPL) [ST] | $500K – $1M |
| Fidelity Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $250K – $500K |
| Judith S. Clark Irrevocable Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $250K – $500K |
| Judith S. Clark Irrevocable Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE [GS] | $250K – $500K |
| Katherine M. Clark Separate Share Trust ⇒ Apple Inc. (AAPL) [ST] | $250K – $500K |
| Katherine M. Clark Separate Share Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTE [GS] | $250K – $500K |
| Katherine M. Clark Separate Share Trust ⇒ SPDR S&P 500 (SPY) [EF] | $250K – $500K |
| Fidelity Rollover IRA ⇒ State Street SPDR S&P 500 ETF Trust (SPY) [EF] | $250K – $500K |
| Fidelity Rollover IRA ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE [GS] | $100K – $250K |
| Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $100K – $250K |
| Judith S. Clark Irrevocable Trust ⇒ JP Morgan Chase & Co. (JPM) [ST] | $100K – $250K |
| Judith S. Clark Irrevocable Trust ⇒ Microsoft Corporation (MSFT) [ST] | $100K – $250K |
| Katherine Clark - Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $100K – $250K |
| Katherine M. Clark Exempt Trust ⇒ UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE [GS] | $100K – $250K |
| Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $100K – $250K |
| Katherine M. Clark Separate Share Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $100K – $250K |
| Katherine M. Clark Separate Share Trust ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $100K – $250K |
| Katherine M. Clark Separate Share Trust ⇒ Ruane, Cunniff, & Goldfarb Inc. [HE] C: This inherited asset is subject to mandatory buyback outside the control and/or consent of Katherine Clark or her agents. | $100K – $250K |
| Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Freedom 2030 Fund (FFFEX) [MF] | $100K – $250K |
| Massachusetts BBO IRA ⇒ Fidelity Freedom 2030 Fund (FFFEX) [MF] | $100K – $250K |
| PERAPlus 401(K) Plan ⇒ PERAdvantage US Large Cap Stock [MF] . | $100K – $250K |
| Katherine Clark - Traditional IRA ⇒ SPDR S&P 500 (SPY) [EF] | $100K – $250K |
| Fidelity Brokerage Account ⇒ SPDR S&P 500 (SPY) [EF] | $100K – $250K |
| Judith S. Clark Irrevocable Trust ⇒ Cisco Systems, Inc. (CSCO) [ST] | $50K – $100K |
| Katherine M. Clark Exempt Trust ⇒ SPDR S&P 500 (SPY) [EF] | $50K – $100K |
| Eastern Bank Account [BA] | $15K – $50K |
| Fidelity Rollover IRA ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $15K – $50K |
| Judith S. Clark Irrevocable Trust ⇒ Verizon Communications Inc. (VZ) [ST] | $15K – $50K |
| Judith S. Clark Irrevocable Trust ⇒ Walt Disney Company (DIS) [ST] | $15K – $50K |
| Katherine M. Clark Exempt Trust ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $15K – $50K |
| Katherine M. Clark Separate Share Trust ⇒ Bank of America Corporation (BAC) [ST] | $15K – $50K |
| Katherine M. Clark Separate Share Trust ⇒ Cisco Systems, Inc. (CSCO) [ST] | $15K – $50K |
| Katherine M. Clark Separate Share Trust ⇒ | $15K – $50K |
| Katherine M. Clark Separate Share Trust ⇒ Microsoft Corporation (MSFT) [ST] | $15K – $50K |
| Katherine M. Clark Separate Share Trust ⇒ Oakmark Fund Investor Class (OAKMX) [MF] | $15K – $50K |
| Katherine M. Clark Separate Share Trust ⇒ Vanguard Russell 2000 ETF (VTWO) [EF] | $15K – $50K |
| PERAPlus 401(K) Plan ⇒ PERAdvantage 2030 Fund [MF] | $15K – $50K |
| Katherine M. Clark Separate Share Trust ⇒ Schwab International Equity ETF (SCHF) [EF] | $15K – $50K |
| Katherine M. Clark Separate Share Trust ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] | $15K – $50K |
| Capital One Savings Account [BA] | $1K – $15K |
| Judith S. Clark Irrevocable Trust ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| Judith S. Clark Irrevocable Trust ⇒ Ford Motor Company (F) [ST] | $1K – $15K |
| Judith S. Clark Irrevocable Trust ⇒ GDB Debt Recovery Auth of Commonwealth of Puerto Rico [GS] | $1K – $15K |
| Katherine M. Clark Exempt Trust ⇒ Acacia Partners LP [HE] | $1K – $15K |
| Katherine M. Clark Separate Share Trust ⇒ Acacia Partners LP [HE] | $1K – $15K |
| Katherine M. Clark Separate Share Trust ⇒ Annaly Capital Management Inc (NLY) [RE] | $1K – $15K |
| Katherine M. Clark Separate Share Trust ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| Katherine M. Clark Separate Share Trust ⇒ Pfizer, Inc. (PFE) [ST] | $1K – $15K |
| Katherine M. Clark Separate Share Trust ⇒ Walt Disney Company (DIS) [ST] | $1K – $15K |
| Massachusetts BBO Elective Deferral Plan ⇒ Harbor Capital Appreciation Fund Insti Cl (HACAX) [MF] | $1K – $15K |
| Katherine M. Clark Separate Share Trust ⇒ Schwab US Dividend Equity ETF (SCHD) [EF] | $1K – $15K |
| Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash [BA] | $1 – $1K |
| Katherine M. Clark Separate Share Trust ⇒ Fidelity - Cash [BA] | $1 – $1K |
| Eversource Energy [MO] | Not specified |
| Massachusetts state pension [PE] | Not specified |
| Fidelity Brokerage Account ⇒ United States Treasury Notes [GS] | Not specified |
| Fidelity Rollover IRA ⇒ United States Treasury Notes [GS] | Not specified |
| Judith S. Clark Irrevocable Trust ⇒ FS Specialty Lending Fund (FSSL) [OT] C: As part of a shareholder vote, the fund became a publicly traded closed end fund on 11/13/25. | Not specified |
| Judith S. Clark Irrevocable Trust ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] C: Overall loss in 2025 | Not specified |
| Katherine M. Clark Exempt Trust ⇒ Procter & Gamble Company (PG) [ST] | Not specified |
| Katherine M. Clark Separate Share Trust ⇒ Procter & Gamble Company (PG) [ST] | Not specified |
| Katherine M. Clark Separate Share Trust ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Not specified |
| Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Blue Chip Growth Fund Class K (FBGKX) [MF] | Not specified |
| Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Dividend Growth Fund Class K (FDGKX) [MF] | Not specified |
| Massachusetts BBO Elective Deferral Plan ⇒ Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) [MF] | Not specified |