Katherine M. Clark — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| Capital One Savings Account | $1,001 - $15,000 · Interest · $1 - $200 |
| DC Co-op | $500,001 - $1,000,000 · None |
| Eastern Bank Account | $15,001 - $50,000 · None |
| Eversource Energy | Undetermined · MA Solar Energy Credit · $1,001 - $2,500 |
| Family Home (non-primary) | $1,000,001 - $5,000,000 · Rent · $50,001 - $100,000 |
| Massachusetts state pension | Undetermined · None |
| Sequoia Fund (SEQUX) | $500,001 - $1,000,000 · Capital Gains, Dividends · $50,001 - $100,000 |
| Fidelity Cash Reserves (FDRXX) | $250,001 - $500,000 · Dividends · $5,001 - $15,000 |
| SPDR S&P 500 (SPY) | $100,001 - $250,000 · Dividends · $1,001 - $2,500 |
| United States Treasury Notes | None · Interest · $5,001 - $15,000 |
| Fidelity Cash Reserves (FDRXX) | $15,001 - $50,000 · Tax-Deferred |
| State Street SPDR S&P 500 ETF Trust (SPY) | $250,001 - $500,000 · Tax-Deferred |
| UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | $100,001 - $250,000 · Tax-Deferred |
| United States Treasury Notes | None · Tax-Deferred |
| Apple Inc. (AAPL) | $500,001 - $1,000,000 · Dividends · $2,501 - $5,000 |
| AT&T Inc. (T) | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| Berkshire Hathaway Inc. New (BRK.B) | $250,001 - $500,000 · None |
| Cisco Systems, Inc. (CSCO) | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| Fidelity Cash | $1 - $1,000 · Interest · $201 - $1,000 |
| Fidelity Cash Reserves (FDRXX) | $100,001 - $250,000 · Dividends · $15,001 - $50,000 |
| Ford Motor Company (F) | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| FS Specialty Lending Fund (FSSL) | None · Dividends · $2,501 - $5,000 |
| GDB Debt Recovery Auth of Commonwealth of Puerto Rico | $1,001 - $15,000 · Interest · $201 - $1,000 |
| JP Morgan Chase & Co. (JPM) | $100,001 - $250,000 · Dividends · $1,001 - $2,500 |
| Microsoft Corporation (MSFT) | $100,001 - $250,000 · Dividends · $1,001 - $2,500 |
| SPDR S&P 500 (SPY) | $1,000,001 - $5,000,000 · Capital Gains, Dividends · $50,001 - $100,000 |
| UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | $250,001 - $500,000 · Interest · $5,001 - $15,000 |
| Verizon Communications Inc. (VZ) | $15,001 - $50,000 · Dividends · $1,001 - $2,500 |
| Walt Disney Company (DIS) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| Warner Bros. Discovery, Inc. - Series A (WBD) | None · None |
| Fidelity Cash Reserves (FDRXX) | $100,001 - $250,000 · Tax-Deferred |
| SPDR S&P 500 (SPY) | $100,001 - $250,000 · Tax-Deferred |
| Acacia Partners LP | $1,001 - $15,000 · None |
| Fidelity Cash Reserves (FDRXX) | $15,001 - $50,000 · Dividends · $2,501 - $5,000 |
| Procter & Gamble Company (PG) | None · Capital Gains, Dividends · $2,501 - $5,000 |
| SPDR S&P 500 (SPY) | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | $100,001 - $250,000 · Interest · $2,501 - $5,000 |
| Acacia Partners LP | $1,001 - $15,000 · Partnership Income · $201 - $1,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) | $100,001 - $250,000 · Dividends · $201 - $1,000 |
| Annaly Capital Management Inc (NLY) | $1,001 - $15,000 · Dividends · $1,001 - $2,500 |
| … | 29 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | MA |
| office | Representative, MA-05 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10075831 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10075831.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 69 |
| bioguide id | C001101 |
| filing date | 2026-05-15 |
| filing year | 2025 |
| member last | Clark |
| member name | Katherine M. Clark |
| report type | Annual |
| member first | Katherine M. |
| content parsed | true |
| report subtype | Annual Report |
| state district | 05 |
| liability count | 2 |
assets (69)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| JT | — | — | Capital One Savings Account | BA | 1 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| JT | — | Washington, DC, US | DC Co-op | RP | 2 | — | None | $500,001 - $1,000,000 | — | — |
| JT | — | — | Eastern Bank Account | BA | 3 | — | None | $15,001 - $50,000 | — | — |
| SP | — | Truro, MA, US | Eversource Energy | MO | 4 | Previously reported location as Revere, MA | MA Solar Energy Credit | Undetermined | $1,001 - $2,500 | — |
| JT | — | Truro, MA, US | Family Home (non-primary) | RP | 5 | — | Rent | $1,000,001 - $5,000,000 | $50,001 - $100,000 | — |
| — | — | — | Massachusetts state pension | PE | 6 | — | None | Undetermined | — | — |
| JT | — | — | Sequoia Fund (SEQUX) | MF | 7 | Capital gain distribution | Capital Gains, Dividends | $500,001 - $1,000,000 | $50,001 - $100,000 | — |
| JT | — | — | Fidelity Cash Reserves (FDRXX) | MF | 8 | — | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | SPDR S&P 500 (SPY) | EF | 9 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| JT | — | — | United States Treasury Notes | GS | 10 | Fully matured | Interest | None | $5,001 - $15,000 | — |
| SP | — | — | Fidelity Cash Reserves (FDRXX) | MF | 11 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | State Street SPDR S&P 500 ETF Trust (SPY) | EF | 12 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | GS | 13 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | United States Treasury Notes | GS | 14 | Fully matured 7/31/25 | Tax-Deferred | None | — | — |
| — | — | — | Apple Inc. (AAPL) | ST | 15 | — | Dividends | $500,001 - $1,000,000 | $2,501 - $5,000 | — |
| — | — | — | AT&T Inc. (T) | ST | 16 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | Berkshire Hathaway Inc. New (BRK.B) | ST | 17 | — | None | $250,001 - $500,000 | — | — |
| — | — | — | Cisco Systems, Inc. (CSCO) | ST | 18 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| — | — | — | Fidelity Cash | BA | 19 | — | Interest | $1 - $1,000 | $201 - $1,000 | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 20 | — | Dividends | $100,001 - $250,000 | $15,001 - $50,000 | — |
| — | — | — | Ford Motor Company (F) | ST | 21 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | FS Specialty Lending Fund (FSSL) | OT | 22 | Previously reported as FS Energy and Power Fund. Overall loss in 2025; As part of a shareholder vote, the fund became a publicly traded closed end fund on 11/13/25. | Dividends | None | $2,501 - $5,000 | — |
| — | — | — | GDB Debt Recovery Auth of Commonwealth of Puerto Rico | GS | 23 | 7.50%; 08/20/40 | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | JP Morgan Chase & Co. (JPM) | ST | 24 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| — | — | — | Microsoft Corporation (MSFT) | ST | 25 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| — | — | — | SPDR S&P 500 (SPY) | EF | 26 | — | Capital Gains, Dividends | $1,000,001 - $5,000,000 | $50,001 - $100,000 | — |
| — | — | — | UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | GS | 27 | — | Interest | $250,001 - $500,000 | $5,001 - $15,000 | — |
| — | — | — | Verizon Communications Inc. (VZ) | ST | 28 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| — | — | — | Walt Disney Company (DIS) | ST | 29 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Warner Bros. Discovery, Inc. - Series A (WBD) | ST | 30 | Full sale less than $1,000; Overall loss in 2025 | None | None | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 31 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | SPDR S&P 500 (SPY) | EF | 32 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Acacia Partners LP | HE | 33 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 34 | — | Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 35 | — | Capital Gains, Dividends | None | $2,501 - $5,000 | — |
| — | — | — | SPDR S&P 500 (SPY) | EF | 36 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| — | — | — | UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | GS | 37 | — | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| — | — | — | Acacia Partners LP | HE | 38 | — | Partnership Income | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 39 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | — |
| — | — | — | Annaly Capital Management Inc (NLY) | RE | 40 | — | Dividends | $1,001 - $15,000 | $1,001 - $2,500 | — |
| — | — | — | Apple Inc. (AAPL) | ST | 41 | — | Dividends | $250,001 - $500,000 | $1,001 - $2,500 | — |
| — | — | — | AT&T Inc. (T) | ST | 42 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | Bank of America Corporation (BAC) | ST | 43 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Berkshire Hathaway Inc. New (BRK.B) | ST | 44 | — | None | $100,001 - $250,000 | — | — |
| — | — | — | Cisco Systems, Inc. (CSCO) | ST | 45 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Fidelity - Cash | BA | 46 | — | Interest | $1 - $1,000 | $2,501 - $5,000 | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 47 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| — | — | — | International Business Machines Corporation (IBM) | ST | 48 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Microsoft Corporation (MSFT) | ST | 49 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Oakmark Fund Investor Class (OAKMX) | MF | 50 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Pfizer, Inc. (PFE) | ST | 51 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 52 | — | Capital Gains, Dividends | None | $5,001 - $15,000 | — |
| — | — | — | Ruane, Cunniff, & Goldfarb Inc. | HE | 53 | investment adviser; This inherited asset is subject to mandatory buyback outside the control and/or consent of Katherine Clark or her agents. | Partnership Income | $100,001 - $250,000 | $50,001 - $100,000 | — |
| — | — | — | Schwab International Equity ETF (SCHF) | EF | 54 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Schwab US Dividend Equity ETF (SCHD) | EF | 55 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | SPDR S&P 500 (SPY) | EF | 56 | — | Dividends | $250,001 - $500,000 | $2,501 - $5,000 | — |
| — | — | — | SPDR Select Sector Fund - Financial (XLF) | EF | 57 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTE | GS | 58 | — | Interest | $250,001 - $500,000 | $5,001 - $15,000 | — |
| — | — | — | Vanguard Russell 2000 ETF (VTWO) | EF | 59 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Walt Disney Company (DIS) | ST | 60 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | Warner Bros. Discovery, Inc. - Series A (WBD) | ST | 61 | Full sale less than $1,000; Overall loss in 2025 | None | None | — | — |
| SP | — | — | Fidelity Blue Chip Growth Fund Class K (FBGKX) | MF | 62 | — | Tax-Deferred | None | — | — |
| SP | — | — | Fidelity Dividend Growth Fund Class K (FDGKX) | MF | 63 | — | Tax-Deferred | None | — | — |
| SP | — | — | Fidelity Freedom 2030 Fund (FFFEX) | MF | 64 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) | MF | 65 | — | Tax-Deferred | None | — | — |
| SP | — | — | Harbor Capital Appreciation Fund Insti Cl (HACAX) | MF | 66 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity Freedom 2030 Fund (FFFEX) | MF | 67 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | PERAdvantage 2030 Fund | MF | 68 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | PERAdvantage US Large Cap Stock | MF | 69 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| JT | — | Capitol Hill Tower Housing Cooperative, Inc. | September 2021 | — | — | 1 | $100,001 - $250,000 | Co-op building loan |
| JT | — | Valon Mortgage, Inc. | September 2021 | — | — | 2 | $500,001 - $1,000,000 | Mortgage (primary residence) |