Katherine M. Clark Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 26, 2014. Includes 45 assets.

Year:

2014 2013

Est. Net Worth

2013 annual disclosure

Total Assets

Not disclosed

45 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$0 (33)

Stocks$0 (1)

Other$0 (4)

Bank & Cash$0 (5)

Retirement & Pension$0 (2)

Top Stock Holdings (from trades)

Apple Inc.AAPL

$155K

The Home Depot, Inc.HD

$105K

All Assets (45)

Asset	Type	Owner	Value	Income
AmDon INV	Mutual Funds	Self	N/A	Dividends
Double TT & Co Bd	Mutual Funds	Self	N/A	Dividends
EV FLT RLT I	Mutual Funds	Self	N/A	Dividends
Forward Inv Municipal	Mutual Funds	Self	N/A	Dividends
Forward CL B	Mutual Funds	Self	N/A	Dividends
Hotchkis High Yield	Mutual Funds	Self	N/A	Dividends
Jones Inv Fund	Mutual Funds	Self	N/A	Dividends
Western Asset Core	Mutual Funds	Self	N/A	Dividends
Virtus Emerging Market	Mutual Funds	Self	N/A	Dividends
Sysco(SYY)	Stocks	Self	N/A	Dividends
DC Unicredit Trust	Other	Self	N/A	Excepted/Blind Trust
Arizona Fund, Inc.	Mutual Funds	Self	N/A	Dividends
College Portfolio	Other	Self	N/A	Tax-Deferred
Invesco Portfolio 529	Other	Self	N/A	Tax-Deferred
Student Inv Fund	Mutual Funds	Self	N/A	Dividends
American Funds	Mutual Funds	Self	N/A	Dividends
DC 2030 Target Date Retirement Fund Inst.	Mutual Funds	DC	N/A	None
John Hancock Freedom 529 College Savings Plan	Mutual Funds	DC	N/A	None
DC Brokerage Trust	Bank & Cash	DC	N/A	None
DC Brokerage Trust	Bank & Cash	DC	N/A	None
Scottsdale Trust, Inc.	Other	Self	N/A	None
South State Bank	Bank & Cash	Self	N/A	None
South State Bank (Operations 529)	Bank & Cash	Self	N/A	None
South State Bank (Traditional)	Bank & Cash	Self	N/A	None
SP S&S Advantage IRA (Traditional)	Retirement & Pension	Spouse	N/A	None
Columbia Dividend Income	Mutual Funds	Self	N/A	None
Fidelity Advisor High Cap	Mutual Funds	Self	N/A	None
Fidelity Advisor High Cap R6	Mutual Funds	Self	N/A	None
Fidelity Advisor New Insights	Mutual Funds	Self	N/A	None
Fidelity Advisor New Insights	Mutual Funds	Self	N/A	None
JPM New Discovery	Mutual Funds	Self	N/A	None
MFS Utilities Fund	Mutual Funds	Self	N/A	None
Western Asset Core Plus Bond	Mutual Funds	Self	N/A	None
MFS Municipal High Income	Mutual Funds	Self	N/A	None
Columbia Value & Restructuring	Mutual Funds	Self	N/A	None
Columbia Dividend Income	Mutual Funds	Self	N/A	None
Federated Clover	Mutual Funds	Self	N/A	None
Fidelity Advisor Trading Rate	Mutual Funds	Self	N/A	None
Fidelity Advisor New Insights	Mutual Funds	Self	N/A	None
JPMorgan Income	Mutual Funds	Self	N/A	None
Loomis Bond	Mutual Funds	Self	N/A	None
Oppenheimer International Bond	Mutual Funds	Self	N/A	None
Oppenheimer Developing Markets	Mutual Funds	Self	N/A	None
Templeton Global Bond	Mutual Funds	Self	N/A	None
MA State Pension	Retirement & Pension	Spouse	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).