Katherine M. Clark (D-MA-5), a current Democratic member of the House, has disclosed 782 trades since 2014: 372 purchases worth about $6.78M and 407 sales worth about $4.67M, in 148 stocks. Most traded: AAPL, HD, GSK. As a portfolio, their stock holdings and trades returned +420.9% from Jan 2014, against +314.0% for the S&P 500. Trades took a median 53 days to be disclosed; 463 came late.
Katherine M. Clark’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: +420.9%, against +314.0% for SPY; the largest fall on the way was -34.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Katherine M. Clark | Nov 2025 | +19.6% | +10.1% | +9.6% | – | -12.0% | 1.30 | 0.58 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Katherine M. Clark | Nov 2023 | +79.1% | +72.6% | +6.5% | +21.5% | -20.6% | 1.22 | 0.85 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Katherine M. Clark | Nov 2021 | +80.9% | +61.1% | +19.8% | +12.6% | -26.5% | 0.73 | 0.93 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Katherine M. Clark | Jan 2026 | +17.8% | +10.1% | +7.7% | – | -10.4% | 1.34 | 0.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Katherine M. Clark | Jan 2014 | +420.9% | +314.0% | +106.9% | +13.8% | -34.3% | 0.80 | 0.99 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $1.27M | 46.7% | +12.7% | 14 | 7 | 7 | $123.00K | $56.00K | +713.7% | Nov 10, 2020 |
| BRK-BBerkshire Hathaway Inc | Financial Services | $634.91K | 23.4% | +15.4% | 4 | 4 | 0 | $56.50K | $0.00 | +36.1% | Dec 8, 2015 |
| MSFTMicrosoft Corp | Technology | $249.40K | 9.2% | +20.2% | 8 | 4 | 4 | $32.00K | $32.00K | +270.0% | Sep 16, 2021 |
| JPMJpmorgan Chase & Co | Financial Services | $200.23K | 7.4% | +14.4% | 8 | 3 | 5 | $24.00K | $40.00K | +158.6% | Nov 5, 2020 |
| CSCOCisco Systems, Inc. | Technology | $92.40K | 3.4% | -14.0% | 6 | 5 | 1 | $40.00K | $8.00K | +21.2% | Sep 16, 2021 |
| DISWalt Disney Co | Communication Services | $44.61K | 1.6% | +10.1% | 2 | 1 | 1 | $8.00K | $8.00K | -249.6% | Sep 5, 2014 |
| VZVerizon Communications Inc | Communication Services | $31.60K | 1.2% | -2.8% | 5 | 3 | 2 | $24.00K | $16.00K | -292.0% | Aug 24, 2015 |
| TAt&T Inc. | Communication Services | $14.28K | 0.5% | -10.8% | 1 | 1 | 0 | $8.00K | $0.00 | -173.6% | Mar 13, 2019 |
| PFEPfizer Inc | Healthcare | $9.70K | 0.4% | +21.2% | 3 | 0 | 3 | $0.00 | $24.00K | – | Jun 9, 2014 |
| FFord Motor Co | Consumer Discretionary | $7.52K | 0.3% | -6.0% | 2 | 2 | 0 | $16.00K | $0.00 | -247.0% | Apr 25, 2017 |
| NLYAnnaly Capital Management Inc | Financial Services | $6.83K | 0.3% | -14.6% | 3 | 2 | 1 | $16.00K | $8.00K | -359.8% | Sep 18, 2014 |
| INTCIntel Corp | Technology | Closed | – | – | 12 | 7 | 5 | $80.50K | $64.50K | -142.1% | Sep 16, 2021 |
| HDHome Depot, Inc. | Consumer Discretionary | Closed | – | – | 14 | 6 | 8 | $48.00K | $88.50K | -52.1% | Sep 16, 2021 |
| SPGSimon Property Group Inc. | Real Estate | Closed | – | – | 11 | 6 | 5 | $48.00K | $64.50K | -166.0% | Sep 16, 2021 |
| DFSDiscover Financial Services | Financial Services | Closed | – | – | 9 | 5 | 4 | $40.00K | $56.50K | – | Jul 3, 2017 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| UNITED STATES TREAS SER AF 2027; 4.125%; Due 10/31/2027Bond | Self | Buy | $15K–$50K | Jun 16, 2026 | Jul 14, 2026 | 28d | – | – | |
| UNITED STATES TREAS SER AF 2027; 4.125%; Due 10/31/2027Bond | Self | Buy | $50K–$100K | Jun 16, 2026 | Jul 14, 2026 | 28d | – | – | |
| UNITED STATES TREAS SER AJ 2028; 4.25%; Due 01/15/2028Bond | Self | Buy | $50K–$100K | Jun 16, 2026 | Jul 14, 2026 | 28d | – | – | |
| UNITED STATES TREAS SER AJ 2028; 4.25%; Due 01/15/2028Bond | Self | Buy | $15K–$50K | Jun 16, 2026 | Jul 14, 2026 | 28d | – | – | |
| UNITED STATES TREAS SER AK 2028; 4.25%; Due 02/15/2028Bond | Self | Buy | $15K–$50K | Jun 16, 2026 | Jul 14, 2026 | 28d | – | – | |
| UNITED STATES TREAS SER AK 2028; 4.25%; Due 02/15/2028Bond | Self | Buy | $50K–$100K | Jun 16, 2026 | Jul 14, 2026 | 28d | – | – | |
| UNITED STATES TREAS SER AV 2027; 4.0%; Due 12/15/2027Bond | Self | Buy | $15K–$50K | Jun 16, 2026 | Jul 14, 2026 | 28d | – | – | |
| UNITED STATES TREAS SER AV 2027; 4.0%; Due 12/15/2027Bond | Self | Buy | $15K–$50K | Jun 16, 2026 | Jul 14, 2026 | 28d | – | – | |
| UNITED STATES TREAS SER AU 2026; 4.625%; 11/15/2026 NTS NOTEBond | Self | Buy | $250K–$500K | Oct 27, 2025 | Nov 6, 2025 | 10d | – | – | |
| UNITED STATES TREAS SER AU 2026; 4.625%; 11/15/2026 NTS NOTEBond | Self | Buy | $100K–$250K | Oct 27, 2025 | Nov 6, 2025 | 10d | – | – | |
| UNITED STATES TREAS SER AU 2026; 4.625%; 11/15/2026 NTS NOTEBond | Spouse | Buy | $100K–$250K | Oct 27, 2025 | Nov 6, 2025 | 10d | – | – | |
| UNITED STATES TREAS SER AU 2026; 4.625%; 11/15/2026; NTS NOTEBond | Self | Buy | $250K–$500K | Oct 27, 2025 | Nov 6, 2025 | 10d | – | – | |
| PGProcter & Gamble Company | Self | Sell | $15K–$50K | Sep 17, 2025 | Oct 3, 2025 | 16d | +2.0% | -12.1% | |
| PGProcter & Gamble Company | Self | Sell | $15K–$50K | Sep 17, 2025 | Oct 3, 2025 | 16d | +2.0% | -12.1% | |
| FLGNew York Community Bancorp, Inc. Common Stock (NYCB) | Self | Sell | $1K–$15K | Mar 1, 2024 | Apr 4, 2024 | 34d | +0.9% | -45.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Katherine M. Clark (D-MA-5), a current Democratic member of the House, has disclosed 782 trades since 2014: 372 purchases worth about $6.78M and 407 sales worth about $4.67M, in 148 stocks. Most traded: AAPL, HD, GSK. As a portfolio, their stock holdings and trades returned +420.9% from Jan 2014, against +314.0% for the S&P 500. Trades took a median 53 days to be disclosed; 463 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Katherine M. Clark still holds 11 stocks; the largest are AAPL (about $1.27M), BRK-B (about $634.91K), MSFT (about $249.40K), JPM (about $200.23K), CSCO (about $92.40K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +420.9% from January 2014 to November 2026, against +314.0% for the S&P 500, with a largest fall of -34.3%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 53 days to be disclosed. 463 of 782 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.