Clark, Katherine M.
House · Democrat · Massachusetts-5Transparency grade B
Methodology: disclosed dollar ranges at bracket midpoints; purchases open positions at the trade-date price and disclosed sales close them first-in-first-out at the sale-date price. Alpha compares against SPY holding the same dollars over the same dates, so market timing is held constant. As of Aug 31, 2026. Exact amounts and execution prices are not disclosed under the STOCK Act — these are estimates by construction.
| Ticker | Est. value | Cost basis (midpoints) | First acquired | Open lots |
|---|---|---|---|---|
| SER | $734K | $938K | Oct 27, 2025 | 10 |
| Ticker | Name | Trades | Buys | Sells | Disclosed volume | Last trade |
|---|---|---|---|---|---|---|
| SER | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 [GS] | 10 | 10 | 0 | $938K | Jun 16, 2026 |
| APXTW | United States Treasury Notes [GS] | 1 | 1 | 0 | $175K | Feb 16, 2024 |
| PG | Procter & Gamble Company (PG) [ST] | 1 | 0 | 1 | $33K | Sep 17, 2025 |
| NYCB | New York Community Bancorp, Inc. Common Stock (NYCB) [ST] | 1 | 0 | 1 | $8K | Mar 1, 2024 |
| Traded | Asset | Type | Amount | Filed | Source |
|---|---|---|---|---|---|
| Jun 16, 2026 | SERUNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 [GS] | Purchase | $15K - $50K | Jul 14, 2026 | filing |
| Jun 16, 2026 | SERUNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 [GS] | Purchase | $15K - $50K | Jul 14, 2026 | filing |
| Jun 16, 2026 | SERUNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 [GS] | Purchase | $50K - $100K | Jul 14, 2026 | filing |
| Jun 16, 2026 | SERUNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 [GS] | Purchase | $15K - $50K | Jul 14, 2026 | filing |
| Jun 16, 2026 | SERUNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 [GS] | Purchase | $15K - $50K | Jul 14, 2026 | filing |
| Jun 16, 2026 | SERUNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 [GS] | Purchase | $50K - $100K | Jul 14, 2026 | filing |
| Jun 16, 2026 | SERUNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 [GS] | Purchase | $50K - $100K | Jul 14, 2026 | filing |
| Jun 16, 2026 | SERUNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 [GS] | Purchase | $15K - $50K | Jul 14, 2026 | filing |
| Oct 27, 2025 | SERUNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE [GS] | Purchase | $250K - $500K | Nov 6, 2025 | filing |
| Oct 27, 2025 | SERUNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE [GS] | Purchase | $100K - $250K | Nov 6, 2025 | filing |
| Sep 17, 2025 | PGProcter & Gamble Company (PG) [ST] | Sale | $15K - $50K | Oct 3, 2025 | filing |
| Mar 1, 2024 | NYCBNew York Community Bancorp, Inc. Common Stock (NYCB) [ST] | Sale | $1K - $15K | Apr 4, 2024 | filing |
| Feb 16, 2024 | APXTWUnited States Treasury Notes [GS] | Purchase | $100K - $250K | Mar 5, 2024 | filing |
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