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.
39 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.