Katherine M. ClarkFiling

Annual Report | Filed on 12 Aug 2022

This congressional financial disclosure from Katherine M. Clark (annual report) contains 156 stock trades. It was filed on 12 August 2022. Reported tickers include SBUX, MSFT, LDLFX, CSCO, GIBIX, and 49 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Katherine M. Clark

Filing Type

Annual Report

Filed Date

12 Aug 2022

View Original Filing (PDF)

Transactions

156 transactions


Massachusetts BBO IRA ⇒ F... FFFEX	P	30 Dec 2021	$1,001 - $15,000	-
D3 Irrevocable Trust ⇒ Jo... JHFAX	P	27 Dec 2021	$15,001 - $50,000	-
D3 Irrevocable Trust ⇒ Jo... JHSAX	P	27 Dec 2021	$1,001 - $15,000	-
Massachusetts BBO Electiv... FSLEX	P	17 Dec 2021	$1,001 - $15,000	-
Massachusetts BBO IRA ⇒ F... FFFEX	P	2 Dec 2021	$1,001 - $15,000	-
Fidelity Rollover IRA ⇒ S... SPY	P	15 Oct 2021	$15,001 - $50,000	-
Massachusetts BBO Electiv... FDGKX	P	5 Oct 2021	$1,001 - $15,000	-
Massachusetts BBO Electiv... FSLEX	P	5 Oct 2021	$1,001 - $15,000	-
Massachusetts BBO IRA ⇒ F... FFFEX	P	5 Oct 2021	$1,001 - $15,000	-
Massachusetts BBO IRA ⇒ F... FFFEX	P	29 Sept 2021	$1,001 - $15,000	-
Fidelity Rollover IRA ⇒ S... SPY	P	27 Sept 2021	$15,001 - $50,000	-
Fidelity Rollover IRA ⇒ F... FAN	S	20 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ I... XMLV	S	20 Sept 2021	$15,001 - $50,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ I... TAN	S	20 Sept 2021	$15,001 - $50,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ i... ICLN	S	20 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ W... WCMIX	S	17 Sept 2021	$15,001 - $50,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ G... GIBIX	S	17 Sept 2021	$15,001 - $50,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ W... WCMEX	S	17 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ G... GIOIX	S	17 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ A... ADNYX	S	17 Sept 2021	$15,001 - $50,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ P... PNCYX	S	17 Sept 2021	$15,001 - $50,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ S... SPY	P	17 Sept 2021	$15,001 - $50,000	-
Fidelity Rollover IRA ⇒ L... LDLFX	S	17 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ J... JMGRX	S	17 Sept 2021	$15,001 - $50,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ M... MSFT	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ C... CSCO	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ M... MA	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ S... SPG	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ K... PHG	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ F... FSLR	S	16 Sept 2021	$15,001 - $50,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ T... TSM	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ S... STT	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ I... INTC	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ H... HON	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ U... UBS	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ V... V	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ E... EW	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ N... NVO	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ S... SONY	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ A... AY	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ O... ORCL	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ C... CLNE	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ A... GOOGL	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ H... HD	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ B... BBY	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ S... SBUX	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ M... MRK	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ P... PEP	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ C... CCEP	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ S... SPGI	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
Fidelity Rollover IRA ⇒ S... SAP	S	16 Sept 2021	$1,001 - $15,000	Shares transferred from SEP & Traditional IRA
D3 Irrevocable Trust ⇒ Jo... JHFAX	S (partial)	10 Aug 2021	$1,001 - $15,000	-
D3 Irrevocable Trust ⇒ Jo... JHSAX	S (partial)	10 Aug 2021	$1,001 - $15,000	-
D3 Irrevocable Trust ⇒ Jo... JEHAX	S (partial)	10 Aug 2021	$15,001 - $50,000	-
Ameriprise SEP IRA ⇒ Star... SBUX	S (partial)	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... LDLFX	S (partial)	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Iron... IRM	S	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Amer... ADNYX	S (partial)	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ WCM ... WCMIX	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Edwa... EW	S (partial)	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... JMGRX	S (partial)	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... PNCYX	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Home... HD	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... CSCO	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... IRM	S	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... V	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... MSFT	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... WCMIX	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Oran... ORAN	S	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... UBS	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... HD	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Micr... MSFT	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Janu... JMGRX	S (partial)	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ WCM ... WCMEX	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Putn... PNCYX	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... HON	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Firs... FAN	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ WCM ... WCMEX	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... ABB	S	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ UBS ... UBS	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Visa... V	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ ABB ... ABB	S	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... ORAN	S	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ iSha... ICLN	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... MRK	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Merc... MRK	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Lord... LDLFX	S (partial)	27 Jul 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... ADNYX	S (partial)	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Cisc... CSCO	P	27 Jul 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Hone... HON	P	27 Jul 2021	$1,001 - $15,000	-
Katherine M. Clark Exempt... PG	P	30 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Gugg... GIBIX	S (partial)	7 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... GIBIX	S (partial)	7 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... GIOIX	P	7 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Gugg... GIOIX	P	7 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Sony... SONY	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Firs... FSLR	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... XYL	S	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Firs... FAN	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Best... BBY	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... AY	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... TAN	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... SONY	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... MDHIX	S	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Atla... AY	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... IRM	S (partial)	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Lord... LDLFX	S (partial)	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Blac... BLK	S	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Inve... TAN	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... GSK	S	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Alph... GOOGL	S (partial)	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Main... MDHIX	S	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Xyle... XYL	S	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... ICLN	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Glax... GSK	S	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ iSha... ICLN	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... FSLR	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... SPG	S (partial)	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... LDLFX	S (partial)	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... BLK	S	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Iron... IRM	S (partial)	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... BBY	P	4 Jun 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Simo... SPG	S (partial)	4 Jun 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... ADNYX	P	4 Jun 2021	$1,001 - $15,000	-
Katherine M. Clark Exempt... SPY	P	26 May 2021	$15,001 - $50,000	-
D3 Irrevocable Trust ⇒ Jo... JEHAX	S (partial)	11 May 2021	$1,001 - $15,000	-
Massachusetts BBO IRA ⇒ F... FFFEX	P	4 May 2021	$1,001 - $15,000	-
Katherine Clark Tradition... SPY	P	11 Mar 2021	$15,001 - $50,000	-
Katherine Clark Tradition... SPY	P	22 Feb 2021	$50,001 - $100,000	-
Ameriprise SEP IRA ⇒ Stat... STT	S (partial)	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise SEP IRA ⇒ Simo... SPG	P	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise SEP IRA ⇒ Taiw... TSM	S (partial)	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise SEP IRA ⇒ Coca... CCEP	S (partial)	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise SEP IRA ⇒ Home... HD	S	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise Traditional IR... HD	S	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise Traditional IR... SPG	P	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise Traditional IR... CLNE	P	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise Traditional IR... CCEP	S (partial)	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise Traditional IR... GOOGL	S (partial)	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise SEP IRA ⇒ Clea... CLNE	P	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Ameriprise Traditional IR... TSM	S (partial)	8 Feb 2021	$1,001 - $15,000	Transaction occurred on 1/08 but was reported as 2/08 due to clerical error
Katherine M. Clark Exempt...	S	31 Jan 2021	$100,001 - $250,000	Location: US; shares in a privately held investment adviser, purchased back...
Katherine M. Clark Separa...	S (partial)	31 Jan 2021	$1,001 - $15,000	Location: US; shares in a privately held investment adviser, purchased back...
D3 Irrevocable Trust ⇒ Jo... JHFAX	S (partial)	15 Jan 2021	$1,001 - $15,000	-
D3 Irrevocable Trust ⇒ Jo... JEHAX	S (partial)	15 Jan 2021	$15,001 - $50,000	-
D3 Irrevocable Trust ⇒ Jo... JHSAX	S (partial)	15 Jan 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... GIBIX	P	8 Jan 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... ADNYX	S (partial)	8 Jan 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Gugg... GIBIX	P	8 Jan 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Firs... FAN	P	8 Jan 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... TAN	S (partial)	8 Jan 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... FAN	P	8 Jan 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ iSha... ICLN	P	8 Jan 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Amer... ADNYX	S (partial)	8 Jan 2021	$1,001 - $15,000	-
Ameriprise SEP IRA ⇒ Inve... TAN	S (partial)	8 Jan 2021	$1,001 - $15,000	-
Ameriprise Traditional IR... ICLN	P	8 Jan 2021	$1,001 - $15,000	-