Congressional Trades › Jake Auchincloss
Trade Volume by Year
Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
Top Traded Sectors
By SIC industry of the ticker · 9 trades classified
- Financials100%
Financials leads with 100% of trades9 trades · $293K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| May 18, 2026filed May 22, 2026 |  STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | Spouse · partial; RSU distribution ↗ | … |
| May 18, 2026filed May 22, 2026 | STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | Spouse · partial; RSU distribution ↗ | … |
| Feb 17, 2026filed Feb 19, 2026 | STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | partial; RSU distribution ↗ | … |
| Nov 17, 2025filed Nov 18, 2025 | STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | Spouse · partial; RSU distribution ↗ | … |
| Aug 18, 2025filed Aug 27, 2025 | STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | Spouse · partial; RSU distribution ↗ | … |
| May 16, 2025filed May 22, 2025 | STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | Spouse · partial; RSU distribution ↗ | … |
| Feb 18, 2025filed Feb 21, 2025 | STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | Spouse · RSU distribution ↗ | … |
| Nov 18, 2024filed Nov 21, 2024 | STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | Spouse · RSU distribution ↗ | … |
| Aug 16, 2024filed Aug 21, 2024 | STTSTATE STREET CORP · Stock |
Sale | $15K – $50K | Spouse · partial; RSU distribution ↗ | … |
| Mar 22, 2022filed Apr 10, 2022 | ·Other assetFlipside Crypto, Inc. | Sale | $15K – $50K | Sold equity interest in Flipside Crypto, Inc. back to company. ↗ | — |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed Apr 9, 2026 · Filing ↗
$5.4MAssets disclosed · midpointfrom $3.5M, 1 with no stated ceiling
$3.8MDebts disclosed · midpoint$1.5M to $6.0M
$1.7MAssets minus debts · midpointsopen-ended brackets counted at their floor
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Jake Auchincloss reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Jake Auchincloss’s wealth land. The two ranges below overlap, so the floor of this estimate is below zero: a member must list the mortgage on their home and need not list the home, which is how a filing ends up here. Read it as an estimate, not a bound.
1 holding is reported only as “over” an amount, with no ceiling, and counted at that floor, so the headline is, if anything, low.
An amendment to this report was filed Apr 9, 2026; it is linked below and is not part of this sum.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Exchange-traded funds61 lines$2.0M
- Restricted stock units2 lines · 1 with no stated ceiling$1.4M+
- Mutual funds33 lines$1.4M
- Bank accounts, money market accounts & CDs17 lines$436K
- Other1 line$175K
- Stocks1 line$75K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| State Street Corporation Common Stock (STT) | Restricted stock units | Spouse | Spouse/DC Over $1,000,000 |
| State Street Corporation Common Stock (STT) | Restricted stock units | Spouse | $250,001 - $500,000 |
| ARAIX Ariel Fund Instl Cl (ARAIX) | Mutual funds | Spouse | $100,001 - $250,000 |
| Deferred Unit - State Street Corporation Common Stock (STT) | Other | Spouse | $100,001 - $250,000 |
| SUSA iShares MSCI USA ESG Select ETF (SUSA) | Exchange-traded funds | — | $100,001 - $250,000 |
| SUSA iShares MSCI USA ESG Select ETF (SUSA) | Exchange-traded funds | Spouse | $100,001 - $250,000 |
| ML Bank Deposit Program | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | Exchange-traded funds | — | $100,001 - $250,000 |
| SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | Exchange-traded funds | Spouse | $100,001 - $250,000 |
| FBAFX American Balanced Fund - Class 529-F-2 (FBAFX) | Mutual funds | Dependent child | $50,001 - $100,000 |
| FBAFX American Balanced Fund - Class 529-F-2 (FBAFX) | Mutual funds | Dependent child | $50,001 - $100,000 |
| FBAFX American Balanced Fund - Class 529-F-2 (FBAFX) | Mutual funds | Dependent child | $50,001 - $100,000 |
| FFXFX American Funds Fundamental Investors - Class 529-F-2 (FFXFX) | Mutual funds | Dependent child | $50,001 - $100,000 |
| FFXFX American Funds Fundamental Investors - Class 529-F-2 (FFXFX) | Mutual funds | Dependent child | $50,001 - $100,000 |
| Bank of America Savings - MG | Bank accounts, money market accounts & CDs | Spouse | $50,001 - $100,000 |
| FCWGX Capital World Growth and Income Fund - Class 529-F-2 (FCWGX) | Mutual funds | Dependent child | $50,001 - $100,000 |
| SCIEX Hartford Schroders International Stock Fund (SCIEX) | Mutual funds | Spouse | $50,001 - $100,000 |
| ESGD iShares ESG Aware MSCI EAFE ETF (ESGD) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF (ESML) | Exchange-traded funds | — | $50,001 - $100,000 |
| SUSA iShares MSCI USA ESG Select ETF (SUSA) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| SUSA iShares MSCI USA ESG Select ETF (SUSA) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| STT State Street Corporation Common Stock (STT) | Stocks | Spouse | $50,001 - $100,000 |
| SSDLX State Street Target Retirement 2050 Fund Class K (SSDLX) | Mutual funds | Spouse | $50,001 - $100,000 |
| FNEEX The New Economy Fund - Class 529-F-2 (FNEEX) | Mutual funds | Dependent child | $50,001 - $100,000 |
Annual Financial Disclosures
Reports on file under Jake Auchincloss’s own name, a filing signed by a namesake is not listed
- Amendment · 2025House Clerk · filed Apr 9, 2026Filing ↗
- Annual · 2025House Clerk · filed Apr 9, 2026 · 115 assets, 2 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 6, 2025Filing ↗
- Annual · 2023House Clerk · filed May 3, 2024Filing ↗
- Annual · 2022House Clerk · filed May 5, 2023Filing ↗
- Annual · 2021House Clerk · filed May 15, 2022Filing ↗
- Amendment · 2021House Clerk · filed Apr 10, 2022Filing ↗
- Amendment · 2021House Clerk · filed Apr 10, 2022Filing ↗
- Amendment · 2021House Clerk · filed Apr 10, 2022Filing ↗
- Amendment · 2020House Clerk · filed Jul 29, 2021Filing ↗
- New Filer · 2021House Clerk · filed Jul 29, 2021Filing ↗
- Amendment · 2020House Clerk · filed Jul 29, 2021Filing ↗
- Other · 2019House Clerk · filed Aug 13, 2020Filing ↗
- Other · 2018House Clerk · filed Oct 31, 2019Filing ↗
Live Stock Portfolio
An estimate of what Jake Auchincloss holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Jake Auchincloss has sponsored
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Campaign Receipts
What Jake Auchincloss’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Jake Auchincloss’s election
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Where Donors Work
Employers named by the itemised individual donors to Jake Auchincloss’s campaign, totals by employer, never a person
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Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
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Outside Spending Against
Committees that spent independently against Jake Auchincloss
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Corporate Donors
PACs and other committees that contributed to Jake Auchincloss’s campaign
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