Democrat · House MA05
Wikipedia biography ↗Years Elected: About 12.9Rank: #34
Federal elected service; earlier service not yet verified.
15.12%
Cumulative estimated return
SPY: 13.01%
Outperformance: 2.11 percentage points
2025-10-24 – 2026-10-26
69.87%
Cumulative estimated return
SPY: 85.52%
Outperformance: -15.65 percentage points
2023-10-26 – 2026-10-26
64.06%
Cumulative estimated return
SPY: 67.86%
Outperformance: -3.80 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 174 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AAPL | Not reported | $500,001 - $1,000,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| T | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $21.41Oct 30, 2026 | Unavailable |
| BRK.B | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| CSCO | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $104.51Oct 30, 2026 | Unavailable |
| F | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $12.25Oct 30, 2026 | Unavailable |
| JPM | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| VZ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $44.73Oct 30, 2026 | Unavailable |
| DIS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| WBD | Not reported | None | Unavailable | Unavailable | $30.95Oct 5, 2026 | Unavailable |
| PG | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| GOOG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| T | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $21.41Oct 30, 2026 | Unavailable |
| BAC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $50.01Oct 30, 2026 | Unavailable |
| BRK.B | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| CSCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $104.51Oct 30, 2026 | Unavailable |
| IBM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| PFE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $30.52Oct 30, 2026 | Unavailable |
| PG | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| DIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| WBD | Not reported | None | Unavailable | Unavailable | $30.95Oct 5, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Katherine M. Clark Separate Share Trust ⇒ Apple Inc. (AAPL) [ST] | not_reported | 4138.163025086441550798204958 | 1423155.65 |
| Katherine M. Clark Separate Share Trust ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 590.9181818181818181818181818 | 29853.19 |
| Katherine M. Clark Separate Share Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | not_reported | 1094.202725554560827613647667 | 600235.85 |
| Katherine M. Clark Separate Share Trust ⇒ Cisco Systems, Inc. (CSCO) [ST] | not_reported | 1395.573153316889523562248475 | 153847.98 |
| Katherine M. Clark Separate Share Trust ⇒ Walt Disney Company (DIS) [ST] | not_reported | 355.9901555770413993144062582 | 39301.31 |
| Judith S. Clark Irrevocable Trust ⇒ Ford Motor Company (F) [ST] | not_reported | 609.7942073170731707317073171 | 7061.42 |
| Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 557.6816443594646271510516252 | 175218.00 |
| Judith S. Clark Irrevocable Trust ⇒ JP Morgan Chase & Co. (JPM) [ST] | not_reported | 543.1087455775557072807398672 | 181420.05 |
| Katherine M. Clark Separate Share Trust ⇒ Microsoft Corporation (MSFT) [ST] | not_reported | 429.0579380505355444357139904 | 228516.26 |
| Katherine M. Clark Separate Share Trust ⇒ Annaly Capital Management Inc (NLY) [RE] | not_reported | 357.8041144901610017889087657 | 6533.50 |
| Katherine M. Clark Separate Share Trust ⇒ Pfizer, Inc. (PFE) [ST] | not_reported | 321.3052208835341365461847390 | 9571.68 |
| Katherine M. Clark Separate Share Trust ⇒ AT&T Inc. (T) [ST] | not_reported | 644.1626409017713365539452496 | 13430.79 |
| Judith s. Clark Irrevocable Trust ⇒ United Parcel service, Inc. (UPs) [sT] | not_reported | 192.9958432304038004750593824 | 19361.34 |
| Judith S. Clark Irrevocable Trust ⇒ Verizon Communications Inc. (VZ) [ST] | not_reported | 797.9499140682543579671004174 | 34391.64 |
| Abbott laboratories (AbT) [ST] | spouse | 3.48402607861843493056623778 | 365.40 |
| Ameriprise Traditional IRA ⇒ BlackRock, Inc. (BLK) [sT] | spouse | 22.17617872883000249466419048 | 25007.19 |
| Costco Wholesale Corporation (COST) [ST] | spouse | 1.04793989105608837875478180 | 1053.35 |
| Elanco Animal Health Incorporated (ElAN) [ST] | spouse | 22.0519993022553454052608844 | 506.31 |
| Edwards lifesciences Corporation (EW) [ST] | spouse | 36.30420078654166149102466385 | 3287.71 |
| First Solar, Inc. (FSlR) [ST] | spouse | 58.0877061566144397570158060 | 9767.45 |
| Hasbro, Inc. (HAS) [ST] | spouse | 50.6085205899355167414754435 | 5969.78 |
| Honeywell International Inc. (HON) [ST] | spouse | 33.34057355748911023884057123 | 7310.92 |
| Intel Corporation (INTC) [ST] | spouse | 175.2615891768088994170734505 | 15855.92 |
| Ameriprise Traditional IRA ⇒ Kimberly-Clark Corporation (KMB) [sT] | spouse | 116.3286077789894583787713559 | 12753.11 |
| Mastercard Incorporated (MA) [ST] | spouse | 21.72612852682229891031341342 | 13328.98 |
| Mosaic Company (MOS) [ST] | spouse | 689.0859035210382040994001723 | 12203.71 |
| Merck & Company, Inc. Common Stock (MRK) [ST] | spouse | 94.3719136880786604780465422 | 13269.63 |
| Oracle Corporation (ORCl) [ST] | spouse | 155.6526196570728991385408302 | 19621.57 |
| Pepsico, Inc. (PEP) [ST] | spouse | 56.46584016297155020115695378 | 7648.86 |
| Ameriprise Traditional IRA ⇒ Ritchie Bros. Auctioneers Incorporated (RBA) [sT] | spouse | 372.5494761350407450523864960 | 31551.22 |
| SAP SE ADS (SAP) [ST] | spouse | 67.48727918560612939164430902 | 16099.09 |
| Starbucks Corporation (SbuX) [ST] | spouse | 16.31932171015887466169036333 | 1675.83 |
| Sony group Corporation American Depositary Shares (SONY) [ST] | spouse | 452.7683962631481726152121126 | 11785.56 |
| S&P global Inc. (SPgI) [ST] | spouse | 32.83254293808578872878202291 | 14795.99 |
| State Street Corporation (STT) [ST] | spouse | 22.77453846738082988157728135 | 3870.31 |
| unitedHealth group Incorporated Common Stock (uNH) [ST] | spouse | 5.30536551321534396189087510 | 2178.91 |
| union Pacific Corporation (uNP) [ST] | spouse | 2.19466320755054508460412612 | 651.75 |
| Visa Inc. (V) [ST] | spouse | 32.29947686062175669976505170 | 13054.16 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
11 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| PG — Katherine M. Clark Exempt Trust ⇒ Procter & Gamble Company (PG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 17, 2025 | Sep 14, 2026 |
| PG — Katherine M. Clark Separate Share Trust ⇒ Procter & Gamble Company (PG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 17, 2025 | Sep 14, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | SaleSource rows (2)$30,002–$100,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Sep 17, 2025 | Sep 11, 2026 |
| NYCB — Judith S. Clark Irrevocable Trust ⇒ New York Community Bancorp, Inc. Common Stock (NYCB) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2024 | Sep 14, 2026 |
| NYCB — Katherine M. Clark Separate Share Trust ⇒ New York Community Bancorp, Inc. Common Stock (NYCB) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2024 | Sep 14, 2026 |
| NYCB — New York Community Bancorp, Inc. Common Stock (NYCB) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Mar 1, 2024 | Sep 12, 2026 |
| KO — Katherine M. Clark Separate Share Trust ⇒ Coca-Cola Company (KO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 9, 2023 | Sep 14, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Not reported | Sale | Oct 9, 2023 | Sep 12, 2026 |
| T — Judith S. Clark Irrevocable Trust ⇒ AT&T Inc. (T) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Apr 8, 2022 | Sep 14, 2026 |
| T — Katherine M. Clark Separate Share Trust ⇒ AT&T Inc. (T) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Apr 8, 2022 | Sep 14, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Not reported | ExchangeSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Apr 8, 2022 | Sep 12, 2026 |
39 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.