Congressional stock trades · Member
Katherine M. Clark
Representative · MA-5 · Democrat
265 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-07-14 | 2026-06-16 | 28 | Member | UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-14 | 2026-06-16 | 28 | Member | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-14 | 2026-06-16 | 28 | Member | UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-07-14 | 2026-06-16 | 28 | Member | UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-07-14 | 2026-06-16 | 28 | Member | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-14 | 2026-06-16 | 28 | Member | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-07-14 | 2026-06-16 | 28 | Member | UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-14 | 2026-06-16 | 28 | Member | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-06 | 2025-10-27 | 10 | Member | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-11-06 | 2025-10-27 | 10 | Member | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-11-06 | 2025-10-27 | 10 | Spouse | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-10-03 | 2025-09-17 | 16 | Member | PGProcter & Gamble Company | Sale | $15,001 - $50,000 | Clerk → |
| 2025-10-03 | 2025-09-17 | 16 | Member | PGProcter & Gamble Company | Sale | $15,001 - $50,000 | Clerk → |
| 2024-04-04 | 2024-03-01 | 34 | Member | New York Community Bancorp, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-04-04 | 2024-03-01 | 34 | Member | New York Community Bancorp, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-03-05 | 2024-02-16 | 18 | Spouse | United States Treasury Notes | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-03-05 | 2024-02-16 | 18 | Joint | United States Treasury Notes | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-03-05 | 2024-01-31 | 34 | Member | Ruane, Cunniff, & Goldfarb Inc. | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2024-02-12 | 2024-01-23 | 20 | Member | United States Treasury Notes | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-11-06 | 2023-10-24 | 13 | Member | United States Treasury Notes | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-11-06 | 2023-10-24 | 13 | Member | United States Treasury Notes | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-11-06 | 2023-10-09 | 28 | Member | KOCoca-Cola Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-08 | 2022-04-08 | 426 ·>45 | Member | WBDWarner Bros. Discovery, Inc. - Series A | Exchange | $1,001 - $15,000 | Clerk → |
| 2023-06-08 | 2022-04-08 | 426 ·>45 | Member | WBDWarner Bros. Discovery, Inc. - Series A | Exchange | $1,001 - $15,000 | Clerk → |
| 2023-03-06 | 2023-02-23 | 11 | Member | Federal Farm Credit Banks Bond | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | NETAPP INC SR NT | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-16 | 2022-07-07 | 40 | Member | KB HOME SR NT 7.500% | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-02 | 2022-04-05 | 27 | Joint | United States Treasury Notes | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-04-12 | 2022-03-31 | 12 | Spouse | United States Treasury Notes | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-04-12 | 2022-03-23 | 20 | Joint | United States Treasury Notes | Purchase | $250,001 - $500,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | Atlantica Sustainable Infrastructure plc - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | SONYSony group Corporation American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | UBSUbS group Ag Registered Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | MAMastercard Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | GOOGLAlphabet Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | EWEdwards lifesciences Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | INTCIntel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | SPGIS&P global Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | CLNEClean Energy Fuels Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | FSLRFirst Solar, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | PHGKoninklijke Philips N.V. NY Registry Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | BBYBest buy Co., Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | SPGSimon Property group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | CCEPCoca-Cola Europacific Partners plc - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | NVONovo Nordisk A/S | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | ORCLOracle Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | SAPSAP SE ADS | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-14 | 2021-09-16 | 28 | Spouse | TSMTaiwan Semiconductor Manufacturing Company ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | IRMIron Mountain Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | Abb ltd | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | IRMIron Mountain Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | UBSUbS group Ag Registered Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | Orange | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | UBSUbS group Ag Registered Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | CSCOCisco Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | Abb ltd | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | Orange | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | EWEdwards lifesciences Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | HDHome depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | HONHoneywell International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | HONHoneywell International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | HDHome depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | CSCOCisco Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-27 | 19 | Spouse | SBUXStarbucks Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | GlaxoSmithKline PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | SONYSony group Corporation American depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | SPGSimon Property group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | BBYBest buy Co., Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | IRMIron Mountain Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | FSLRFirst Solar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | IRMIron Mountain Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | XYLXylem Inc. Common Stock New | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | SONYSony group Corporation American depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | SPGSimon Property group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | Atlantica Sustainable Infrastructure plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | GlaxoSmithKline PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | BBYBest buy Co., Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | Atlantica Sustainable Infrastructure plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | FSLRFirst Solar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-06-04 | 72 ·>45 | Spouse | XYLXylem Inc. Common Stock New | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-04 | 2021-01-31 | 185 ·>45 | Member | Ruane, Cunniff & goldfarb, Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2021-08-04 | 2021-01-31 | 185 ·>45 | Member | Ruane, Cunniff & goldfarb, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-07-08 | 2021-06-30 | 8 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | HDHome depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | TSMTaiwan Semiconductor Manufacturing Company ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | CLNEClean Energy Fuels Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | CCEPCoca-Cola European Partners plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | SPGSimon Property group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | HDHome depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | CCEPCoca-Cola European Partners plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | GOOGLAlphabet Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | CLNEClean Energy Fuels Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | SPGSimon Property group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-02 | 2021-02-08 | 22 | Spouse | TSMTaiwan Semiconductor Manufacturing Company ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-10 | 48 ·>45 | Spouse | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-10 | 48 ·>45 | Spouse | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-10 | 48 ·>45 | Spouse | ABTAbbott laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-10 | 48 ·>45 | Spouse | Abb ltd | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | ABTAbbott laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | BLKBlackRock, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | NGGNational grid Transco, PLC National grid PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | SAPSAP SE ADS | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | ELANElanco Animal Health Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Skechers U.S.A., Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | FSLRFirst Solar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | INVHInvitation Homes Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Vanguard Materials ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | NGGNational grid Transco, PLC National grid PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | LHXL3Harris Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Sony Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Orange | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | ORCLOracle Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | PHGKoninklijke Philips N.V. NY Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | UBSUbS group Ag Registered Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | ORCLOracle Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | INTCIntel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Skechers U.S.A., Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | LHXL3Harris Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | SAPSAP SE ADS | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | COSTCostco Wholesale Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | NVONovo Nordisk A/S | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | STTState Street Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | TSMTaiwan Semiconductor Manufacturing Company ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | INVHInvitation Homes Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | FLIR Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | UBSUbS group Ag Registered Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | BLKBlackRock, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | FSLRFirst Solar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | IRMIron Mountain Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | FLIR Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Hologic, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | ELANElanco Animal Health Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | UNPUnion Pacific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Sony Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | STTState Street Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | XYLXylem Inc. Common Stock New | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Abb ltd | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Hologic, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | COSTCostco Wholesale Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | EWEdwards lifesciences Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | CCEPCoca-Cola European Partners plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | INTCIntel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | CCEPCoca-Cola European Partners plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | IRMIron Mountain Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | UNPUnion Pacific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | PHGKoninklijke Philips N.V. NY Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | EWEdwards lifesciences Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Vanguard Materials ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | Orange | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | NVONovo Nordisk A/S | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-28 | 2020-11-05 | 53 ·>45 | Spouse | XYLXylem Inc. Common Stock New | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-09 | 2020-11-02 | 37 | Member | Encompass Health Corp Note | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | LGNDLigand Pharmaceuticals Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | ABTAbbott laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | GlaxoSmithKline PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | TSMTaiwan Semiconductor Manufacturing Company ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | Sony Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | FISFidelity National Information Services, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | UBSUbS group Ag Registered Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | HSBCHSBC Holdings, plc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | Hologic, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | NGGNational grid Transco, PLC National grid PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | BMYBristol-Myers Squibb Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | INVHInvitation Homes Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | MOSMosaic Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | INTCIntel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | INTCIntel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-03 | 2020-10-22 | 42 | Spouse | HSBCHSBC Holdings, plc. | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
68 assets with a value on the report filed 2022-08-12, 22 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Capital One Savings Account | Other | Joint | $50,001 - $100,000 |
| PERAdvantage 2030 Fund | Fund | Member | $1,001 - $15,000 |
| PERAdvantage US Large Cap Stock | Fund | Member | $50,001 - $100,000 |
| John Hancock 529 Enrollment Portfolio A | Fund | Dependent | $250,001 - $500,000 |
| John Hancock 529 Fixed Income Portfolio A | Fund | Dependent | $1,001 - $15,000 |
| John Hancock 529 Short Term Bond Portfolio A | Fund | Dependent | $15,001 - $50,000 |
| Sequoia Fund | Fund | Dependent | $15,001 - $50,000 |
| Eastern Bank Account | Other | Joint | $50,001 - $100,000 |
| Family Home (non-primary) | Other | Joint | $1,000,001 - $5,000,000 |
| Fidelity Government Cash Reserves | Fund | Spouse | $100,001 - $250,000 |
| SPYSPDR S&P 500 ETF Trust | Fund | Spouse | $100,001 - $250,000 |
| AAPLApple Inc. | Stock | Member | $500,001 - $1,000,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $100,001 - $250,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $50,001 - $100,000 |
| Fidelity Government Cash Reserves | Other | Member | $500,001 - $1,000,000 |
| FFord Motor Company | Stock | Member | $15,001 - $50,000 |
| FS Energy and Power Fund | Other | Member | $15,001 - $50,000 |
| GDB Debt Recovery Auth of Commonwealth of Puerto Rico | Bond | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $50,001 - $100,000 |
| JP Morgan Chase & Co. SR NT | Bond | Member | $1,001 - $15,000 |
| KB HOME SR NT 7.500% | Bond | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $100,001 - $250,000 |
| Natwest Group PLC Note | Bond | Member | $1,001 - $15,000 |
| NETAPP INC SR NT | Bond | Member | $1,001 - $15,000 |
| New York Community Bancorp, Inc. | Stock | Member | $1,001 - $15,000 |
| SPYSPDR S&P 500 ETF Trust | Fund | Member | $500,001 - $1,000,000 |
| STATE STR CORP SR SUB NT | Bond | Member | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Member | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Member | $15,001 - $50,000 |
| WELLS FARGO & CO NEWMEDIUM TERM SR NTS FXD RT SER M | Bond | Member | $1,001 - $15,000 |
| Fidelity Government Cash Reserves | Fund | Member | $250,001 - $500,000 |
| SPYSPDR S&P 500 ETF Trust | Fund | Member | $100,001 - $250,000 |
| Acacia Partners LP | Other | Member | $15,001 - $50,000 |
| Fidelity Government Cash Reserves | Fund | Member | $100,001 - $250,000 |
| PGProcter & Gamble Company | Stock | Member | $15,001 - $50,000 |
| Ruane, Cunniff, & Goldfarb Inc. | Other | Member | None |
| SPYSPDR S&P 500 ETF Trust | Fund | Member | $15,001 - $50,000 |
| Acacia Partners LP | Other | Member | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Member | $50,001 - $100,000 |
| Annaly Capital Management Inc | Other | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $100,001 - $250,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Member | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $50,001 - $100,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $15,001 - $50,000 |
| KOCoca-Cola Company | Stock | Member | $15,001 - $50,000 |
| FCASH | Other | Member | $500,001 - $1,000,000 |
| Financial Select Sector SPDR ETF | Fund | Member | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation | Stock | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $15,001 - $50,000 |
| New York Community Bancorp, Inc. | Stock | Member | $1,001 - $15,000 |
| Oakmark Investor | Fund | Member | $15,001 - $50,000 |
| PFEPfizer, Inc. | Stock | Member | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Member | $15,001 - $50,000 |
| Ruane, Cunniff, & Goldfarb Inc. | Other | Member | $250,001 - $500,000 |
| Schwab International Equity ETF | Fund | Member | $15,001 - $50,000 |
| Schwab US Dividend Equity ETF | Fund | Member | $1,001 - $15,000 |
| SPYSPDR S&P 500 ETF Trust | Fund | Member | $100,001 - $250,000 |
| Sprint Nextel Corp SR DEB | Bond | Member | $1,001 - $15,000 |
| Vanguard Russell 2000 ETF | Fund | Member | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Member | $15,001 - $50,000 |
| Fidelity Blue Chip Growth Fund Class K | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Dividend Growth Fund Class K | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Environment and Alternative Energy Fund | Fund | Spouse | $15,001 - $50,000 |
| Fidelity Freedom 2030 K | Fund | Spouse | $15,001 - $50,000 |
| Massachusetts state pension | Other | Member | Undetermined |
| Sequoia Fund | Fund | Member | $500,001 - $1,000,000 |
How reports are read: holdings methodology.