Katherine M. Clark
Katherine M. Clark Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2025, filed May 15, 2026. Includes 69 assets and 2 liabilities.
Est. Net Worth
$13.3M
2025 annual disclosure
Total Assets
$7.1M - $21.3M
69 assets
Total Liabilities
$600K - $1.3M
2 liabilities
Total Trades
574
From PTR filings
Trade Volume
$9.7M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2014 | $112K |
| 2025 | $13.3M |
Assets by Category
ETFs$4.3M (10)
Real Estate$3.8M (2)
Stocks$2.5M (23)
Mutual Funds$2.3M (16)
Gov. Securities$1.1M (7)
Other$199K (6)
Bank & Cash$42K (4)
Retirement & Pension$0 (1)
Top Stock Holdings (from trades)
All Assets (69)
| Asset | Value |
|---|---|
Capital One Savings Account | $1,001 - $15,000 |
DC Co-op Washington, DC, US | $500,001 - $1,000,000 |
Eastern Bank Account | $15,001 - $50,000 |
Eversource Energy Truro, MA, US | N/A |
Family Home (non-primary) Truro, MA, US | $1,000,001 - $5,000,000 |
Massachusetts state pension | N/A |
| $500,001 - $1,000,000 | |
| $250,001 - $500,000 | |
| $100,001 - $250,000 | |
Fidelity Brokerage Account - United States Treasury Notes | N/A |
| $15,001 - $50,000 | |
| $250,001 - $500,000 | |
Fidelity Rollover IRA - UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | $100,001 - $250,000 |
Fidelity Rollover IRA - United States Treasury Notes | N/A |
| $500,001 - $1,000,000 | |
| $1,001 - $15,000 | |
| $250,001 - $500,000 | |
| $50,001 - $100,000 | |
Judith S. Clark Irrevocable Trust - Fidelity Cash | $1 - $1,000 |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| N/A | |
Judith S. Clark Irrevocable Trust - GDB Debt Recovery Auth of Commonwealth of Puerto Rico | $1,001 - $15,000 |
| $100,001 - $250,000 | |
| $100,001 - $250,000 | |
| $1,000,001 - $5,000,000 | |
Judith S. Clark Irrevocable Trust - UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | $250,001 - $500,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| N/A | |
| $100,001 - $250,000 | |
| $100,001 - $250,000 | |
Katherine M. Clark Exempt Trust - Acacia Partners LP | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| N/A | |
| $50,001 - $100,000 | |
Katherine M. Clark Exempt Trust - UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | $100,001 - $250,000 |
Katherine M. Clark Separate Share Trust - Acacia Partners LP | $1,001 - $15,000 |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $250,001 - $500,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
Katherine M. Clark Separate Share Trust - Fidelity - Cash | $1 - $1,000 |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
Katherine M. Clark Separate Share Trust - Ruane, Cunniff, & Goldfarb Inc. | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $250,001 - $500,000 | |
| $15,001 - $50,000 | |
Katherine M. Clark Separate Share Trust - UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTE | $250,001 - $500,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
| N/A | |
| $100,001 - $250,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
PERAPlus 401(K) Plan - PERAdvantage 2030 Fund | $15,001 - $50,000 |
PERAPlus 401(K) Plan - PERAdvantage US Large Cap Stock | $100,001 - $250,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Capitol Hill Tower Housing Cooperative, Inc. | other | $100,001 - $250,000 |
| Valon Mortgage, Inc. | mortgage | $500,001 - $1,000,000 |
Trading Sector Allocation (from PTR trades)
Utilities$169K
Energy$468K
Basic Materials$177K
Industrials$571K
Technology$572K
Financial Services$547K
Communication Services$193K
Consumer Defensive$371K
Real Estate$233K
Healthcare$691K
Consumer Cyclical$393K
Insurance$64K
Services$112K
Manufacturing$65K
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).