Annual financial disclosure for 2023, filed May 14, 2024. Includes 87 assets and 2 liabilities.
| Asset | Value |
|---|---|
Capital One Savings Account | $15,001 - $50,000 |
Sequoia Fund | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Capitol Hill Tower Housing Cooperative, Inc. | other | $100,001 - $250,000 |
| Nationstar Mortgage LLC d/b/a Mr. Cooper | mortgage | $500,001 - $1,000,000 |
| $100,001 - $250,000 |
John Hancock Freedom 529 Fixed Income Portfolio Class A (JHFAX) | $1,001 - $15,000 |
Stable Value Portfolio - Class A (JAJWX) | $15,001 - $50,000 |
DC Co-op Washington, DC, US | $500,001 - $1,000,000 |
Eastern Bank Account | $15,001 - $50,000 |
Eversource Smartsolar Revere, MA, US | N/A |
Family Home (non-primary) Truro, MA, US | $1,000,001 - $5,000,000 |
Fidelity Cash Reserves (FDRXX) | $250,001 - $500,000 |
United States Treasury Notes | $250,001 - $500,000 |
Fidelity Cash Reserves (FDRXX) | $15,001 - $50,000 |
| $100,001 - $250,000 |
United States Treasury Notes | $100,001 - $250,000 |
| $500,001 - $1,000,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
Federal Farm Credit Banks Bonds | $100,001 - $250,000 |
Fidelity Cash Reserves (FDRXX) | $50,001 - $100,000 |
| $1,001 - $15,000 |
FS Energy and Power Fund | $15,001 - $50,000 |
GDB Debt Recovery Authority of Commonwealth of Puerto Rico | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
Natwest Group PLC Note | N/A |
| $1,001 - $15,000 |
| $500,001 - $1,000,000 |
STATE STR CORP SR SUB NT | N/A |
United States Treasury Notes | $250,001 - $500,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Wells Fargo & Co New Medium Term Sr Nts Fxd Rt Ser M | N/A |
Fidelity Cash Reserves (FDRXX) | $250,001 - $500,000 |
| $100,001 - $250,000 |
Acacia Partners LP | $1,001 - $15,000 |
Fidelity Cash Reserves (FDRXX) | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Acacia Partners LP | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
Unknown | $15,001 - $50,000 |
| N/A |
| N/A |
Fidelity Cash | $1,001 - $15,000 |
Fidelity Cash Reserves (FDRXX) | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Oakmark Fund Investor Class (OAKMX) | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Ruane, Cunniff, & Goldfarb Inc. | $250,001 - $500,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| N/A |
United States Treasury Notes | $250,001 - $500,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fidelity Blue Chip Growth Fund Class K | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $15,001 - $50,000 |
Fidelity Select Environmental and Alternative Energy Portfolio | $15,001 - $50,000 |
Fidelity Freedom 2030 Fund | $50,001 - $100,000 |
Massachusetts state pension | N/A |
PERAdvantage 2030 Fund | $1,001 - $15,000 |
PERAdvantage US Large Cap Stock | $50,001 - $100,000 |
Sequoia Fund | $500,001 - $1,000,000 |
Fidelity Freedom 2030 Fund (FFFEX) | N/A |
D3 Irrevocable Trust | N/A |
D3 Irrevocable Trust - John Hancock Freedom 529 AK, US | N/A |
Fidelity Brokerage Account US | N/A |
Fidelity Rollover IRA | N/A |
Judith S. Clark Irrevocable Trust | N/A |
Katherine Clark Traditional IRA | N/A |
Katherine M. Clark Exempt Trust | N/A |
Katherine M. Clark Separate Share Trust | N/A |
Massachusetts BBO Elective Deferral Plan | N/A |
Massachusetts BBO IRA | N/A |
PERAPlus 401(K) Plan | N/A |
