Democrat · House MA05
Wikipedia biography ↗Years Elected: About 12.8Rank: #28
Federal elected service; earlier service not yet verified.
19.06%
Cumulative estimated return
SPY: 14.60%
Outperformance: 4.46 percentage points
2025-09-15 – 2026-09-15
61.44%
Cumulative estimated return
SPY: 70.83%
Outperformance: -9.39 percentage points
2023-09-15 – 2026-09-15
67.93%
Cumulative estimated return
SPY: 69.11%
Outperformance: -1.18 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 197 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AAPL | Not reported | $500,001 - $1,000,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| T | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRK.B | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| CSCO | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| F | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $13.50Sep 15, 2026 | Unavailable |
| JPM | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| VZ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $51.45Sep 15, 2026 | Unavailable |
| DIS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| WBD | Not reported | None | Unavailable | Unavailable | $28.03Sep 15, 2026 | Unavailable |
| PG | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| GOOG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| T | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BAC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $59.52Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| CSCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| IBM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| PFE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $27.55Sep 15, 2026 | Unavailable |
| PG | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| DIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| WBD | Not reported | None | Unavailable | Unavailable | $28.03Sep 15, 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 ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 590.9181818181818181818181818 | 35171.45 |
| Katherine M. Clark Separate Share Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | not_reported | 1094.202725554560827613647667 | 565440.20 |
| Katherine M. Clark Separate Share Trust ⇒ Walt Disney Company (DIS) [ST] | not_reported | 355.9901555770413993144062582 | 37884.47 |
| Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 557.6816443594646271510516252 | 190409.24 |
| Katherine M. Clark Separate Share Trust ⇒ Annaly Capital Management Inc (NLY) [RE] | not_reported | 357.8041144901610017889087657 | 7660.59 |
| Costco Wholesale Corporation (COST) [ST] | spouse | 1.04793989105608837875478180 | 944.56 |
| Novo Nordisk A/S (NVO) [ST] | spouse | 301.8628943248047926773009951 | 12838.23 |
| Sony group Corporation American Depositary Shares (SONY) [ST] | spouse | 452.7683838212181141748323336 | 10830.22 |
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. 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. | ||||||
65 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. 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; may repeat a PTR | Sep 17, 2025 | Sep 14, 2026 |
| PG — Katherine M. Clark Separate Share Trust ⇒ Procter & Gamble Company (PG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | Apr 8, 2022 | Sep 14, 2026 |
| T — Katherine M. Clark Separate Share Trust ⇒ AT&T Inc. (T) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTR | 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 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| AY — Fidelity Rollover IRA ⇒ Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| BBY — Fidelity Rollover IRA ⇒ Best Buy Co., Inc. (BBY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| CSCO — Fidelity Rollover IRA ⇒ Cisco Systems, Inc. (CSCO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| CLNE — Fidelity Rollover IRA ⇒ Clean Energy Fuels Corp. (CLNE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| CCEP — Fidelity Rollover IRA ⇒ Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| EW — Fidelity Rollover IRA ⇒ Edwards Lifesciences Corporation (EW) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| FSLR — Fidelity Rollover IRA ⇒ First Solar, Inc. (FSLR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| HD — Fidelity Rollover IRA ⇒ Home Depot, Inc. (HD) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| HON — Fidelity Rollover IRA ⇒ Honeywell International Inc. (HON) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| INTC — Fidelity Rollover IRA ⇒ Intel Corporation (INTC) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| PHG — Fidelity Rollover IRA ⇒ Koninklijke Philips N.V. NY Registry Shares (PHG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| MA — Fidelity Rollover IRA ⇒ Mastercard Incorporated (MA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| MRK — Fidelity Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| MSFT — Fidelity Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| NVO — Fidelity Rollover IRA ⇒ Novo Nordisk A/S (NVO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| ORCL — Fidelity Rollover IRA ⇒ Oracle Corporation (ORCL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| PEP — Fidelity Rollover IRA ⇒ Pepsico, Inc. (PEP) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| SPGI — Fidelity Rollover IRA ⇒ S&P Global Inc. (SPGI) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| SAP — Fidelity Rollover IRA ⇒ SAP SE ADS (SAP) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| SPG — Fidelity Rollover IRA ⇒ Simon Property Group, Inc. (SPG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| SONY — Fidelity Rollover IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| SBUX — Fidelity Rollover IRA ⇒ Starbucks Corporation (SBUX) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| STT — Fidelity Rollover IRA ⇒ State Street Corporation (STT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| TSM — Fidelity Rollover IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| UBS — Fidelity Rollover IRA ⇒ UBS Group AG Registered Ordinary Shares (UBS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| V — Fidelity Rollover IRA ⇒ Visa Inc. (V) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 16, 2021 | Sep 14, 2026 |
| Not reported — Alphabet Inc. - Class A (gOOgl) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| AY — Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| Not reported — best buy Co., Inc. (bbY) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| Not reported — Clean Energy Fuels Corp. (ClNE) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| CCEP — Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| EW — Edwards lifesciences Corporation (EW) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| Not reported — First Solar, Inc. (FSlR) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
| Not reported — Koninklijke Philips N.V. NY Registry Shares (PHg) [ST] | Spouse | Sale | Sep 16, 2021 | Sep 12, 2026 |
39 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.