
Katherine M. Clark
786 disclosed transactions · Jan 2, 2014 – Jun 16, 2026
$4.1M – $19.0M
Traded, all time
786 transactions · turnover, not holdings
-3.4%
Portfolio vs S&P 500
19 positions · 69% of securities priced
51%
Household trades
spouse, joint or child
59.2%
Filed late
avg 97 days to disclose
What they hold
Katherine M. Clark
Stock portfolio
$4.8M – $13.5M in disclosed securities · D-MA · House · 2025 filing

SPY
AAPL
FDRXX
BRK.BMisc
- SPY46%
- AAPL12%
- FDRXX11%
- SEQUX8.2%
- BRK.B6.0%
- FFFEX3.8%
- MSFT2.3%
- K2.3%
- Misc8.6%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$7.1M – $21.3M
Disclosed assets, 2025
57 holdings · filed May 15, 2026
- Securities48$10.2M 72%
- Real estate2$3.8M 26%
- Private3$191K 1%
- Cash4$42K 0%
Band is the reported range; the line is its midpoint.
Disclosed portfolio vs the market
What the annual reports say they held, valued from Aug 10, 2023.
-3.4%
vs the S&P 500
Portfolio +76.5% · S&P 500 +80.0% · 19 positions
What they trade
Most traded
Transactions
14 · last 12 months| Asset | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
— UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 | Buy | $15K – $50K | Jun 16, 2026 | Jul 14, 2026 |
— UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 | Buy | $50K – $100K | Jun 16, 2026 | Jul 14, 2026 |
— UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 | Buy | $50K – $100K | Jun 16, 2026 | Jul 14, 2026 |
— UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 | Buy | $15K – $50K | Jun 16, 2026 | Jul 14, 2026 |
— UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 | Buy | $15K – $50K | Jun 16, 2026 | Jul 14, 2026 |
— UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 | Buy | $50K – $100K | Jun 16, 2026 | Jul 14, 2026 |
— UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 | Buy | $15K – $50K | Jun 16, 2026 | Jul 14, 2026 |
— UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 | Buy | $15K – $50K | Jun 16, 2026 | Jul 14, 2026 |
— UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Buy | $250K – $500K | Oct 27, 2025 | Nov 6, 2025 |
— UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Buy | $100K – $250K | Oct 27, 2025 | Nov 6, 2025 |
— UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Buyspouse | $100K – $250K | Oct 27, 2025 | Nov 6, 2025 |
— UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE | Buy | $250K – $500K | Oct 27, 2025 | Nov 6, 2025 |
PG Procter & Gamble Company | Sell | $15K – $50K | Sep 17, 2025 | Oct 3, 2025 |
PG Procter & Gamble Company | Sell | $15K – $50K | Sep 17, 2025 | Oct 3, 2025 |