House · Democrat · MA-5 · in the House since 2013 · Latest annual report · katherineclark.house.gov
From the annual report filed May 15, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Family Home (non-primary) [RP] | $1M – $5M | Joint |
| SPDR S&P 500 (SPY) [EF] | $1M – $5M | Self |
| DC Co-op [RP] | $500K – $1M | Joint |
| Apple Inc. (AAPL) [ST] AAPL | $500K – $1M | Self |
| Sequoia Fund (SEQUX) [MF] | $500K – $1M | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jun 16, 2026 | Not linked to a company UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 | Buy ×2 · Government bond | $15K – $50K each | Self | Filing |
| Jun 16, 2026 | Not linked to a company UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 | Buy · Government bond | $50K – $100K | Self | Filing |
| Jun 16, 2026 | Not linked to a company UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 | Buy · Government bond | $15K – $50K | Self | Filing |
| Jun 16, 2026 | Not linked to a company UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 | Buy · Government bond | $15K – $50K | Self | Filing |
| Jun 16, 2026 | Not linked to a company UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 | Buy · Government bond | $50K – $100K | Self | Filing |
| Jun 16, 2026 | Not linked to a company UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 | Buy · Government bond | $50K – $100K | Self | Filing |
| Jun 16, 2026 | Not linked to a company UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 | Buy · Government bond | $15K – $50K | Self | Filing |
| Oct 27, 2025 | Not linked to a company UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE | Buy · Government bond | $250K – $500K | Self | Filing |
| Oct 27, 2025 | Not linked to a company UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Buy · Government bond | $100K – $250K | Spouse | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 23, 2025 | Ruane, Cunniff, & Goldfarb Inc. | Partial sale · Other | $50K – $100K | Self | 2025 Annual Report filed May 15, 2026 |
| Dec 3, 2025 | Fidelity Freedom 2030 Fund (FFFEX) | Buy ×2 · Mutual fund | $1K – $15K each | Spouse | 2025 Annual Report filed May 15, 2026 |
| Nov 17, 2025 | Sequoia Fund (SEQUX) | Buy · Mutual fund | $15K – $50K | Joint | 2025 Annual Report filed May 15, 2026 |
| Nov 14, 2025 | FS Specialty Lending Fund | Sale · Other | $15K – $50K | Self | 2025 Annual Report filed May 15, 2026 |
From Katherine M. Clark's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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