Katherine M. Clark Net Worth & Financial Disclosure

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Annual financial disclosure for 2014, filed April 30, 2014. Includes 21 assets.

Year:

2014 2013

Est. Net Worth

$112K

2014 annual disclosure

Total Assets

$14K - $210K

21 assets

Total Liabilities

0 liabilities

Total Trades

554

From PTR filings

Trade Volume

$9.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2013	$0
2013	$848K
2014	$112K

Assets by Category

Mutual Funds$96K (15)

Other$16K (3)

Retirement & Pension$0 (3)

Top Stock Holdings (from trades)

Apple Inc.AAPL

$155K

The Home Depot, Inc.HD

$105K

All Assets (21)

Asset	Type	Owner	Value	Income
Dowling Trust 2010	Other	Self	$1,001 - $15,000	None
NV National Municipal Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Putnam High Yield Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin High Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Van Eck Hard Assets Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Templeton Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Sequoia Fund Inc.	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
John Hancock Financial Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
College Portfolio Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Goldman Sachs Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Short Term Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Prudential Trust	Other	Self	$1,001 - $15,000	None
Morgan Stanley Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AB Trucado Trust	Other	Self	N/A	Excepted/Blind Trust
Sequoia Fund	Mutual Funds	Self	N/A	Dividends
Franklin Templeton IRA	Retirement & Pension	Self	N/A	Tax-Deferred
SRB Advantage IRA	Retirement & Pension	Self	N/A	Tax-Deferred
Columbia Dividend Income Fund	Mutual Funds	Self	N/A	Dividends
MFS International Diversified	Mutual Funds	Self	N/A	Dividends
MA State Pension Massachusetts, US	Retirement & Pension	Self	N/A	Pension

Trading Sector Allocation (from PTR trades)

Energy$468K

Basic Materials$177K

Technology$572K

Financial Services$539K

Communication Services$193K

Utilities$169K

Industrials$571K

Consumer Defensive$371K

Real Estate$233K

Healthcare$691K

Consumer Cyclical$393K

Manufacturing$65K

Insurance$64K

Services$112K

Katherine M. Clark trades Wealthiest members Most active traders MA delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).