Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Katherine M. Clark (D-MA)
House · Democrat (most recent term) · MA-5 · in Congress 2013–present · Bioguide ID C001101
Party history: D 2013–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth before entering office (report year 2013, the member's first year in office) | 2013 | $1,254,137 | $2,944,568 | $4,635,000 |
| (b) Latest net worth estimate | 2025 | $5,822,057 | $13,277,028 | $20,731,998 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2025 (12 years spanned) | 2013–2025 | +$1,187,057 | +$10,332,459 | +$19,477,861 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): none for these two endpoints. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2013 | $2,944,568 | $0 | $2,944,568 | $1,254,137 … $4,635,000 | computed |
| 2014 | $3,762,079 | $0 | $3,762,079 | $1,714,158 … $5,810,000 | computed |
| 2015 | $3,307,551 | $0 | $3,307,551 | $1,740,102 … $4,875,000 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2016 | $3,540,066 | $0 | $3,540,066 | $1,769,133 … $5,311,000 | computed |
| 2017 | $4,896,558 | $375,000 | $4,521,558 | $2,187,117 … $6,855,999 | computed |
| 2018 | $7,179,060 | $375,000 | $6,804,059 | $2,677,119 … $10,930,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2019 | $8,564,566 | $0 | $8,564,566 | $4,033,133 … $13,096,000 | computed |
| 2020 | $10,468,062 | $375,000 | $10,093,062 | $4,871,125 … $15,314,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2021 | $10,675,033 | $1,175,002 | $9,500,030 | $4,150,066 … $14,849,995 | computed |
| 2022 | $10,658,034 | $2,600,003 | $8,058,031 | $2,215,068 … $13,900,994 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2023 | $11,602,034 | $925,001 | $10,677,033 | $5,069,068 … $16,284,998 | computed |
| 2024 | $13,907,530 | $925,001 | $12,982,529 | $5,640,060 … $20,324,998 | computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2025 | $14,202,028 | $925,001 | $13,277,028 | $5,822,057 … $20,731,998 | computed |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)+10.9%
Simple average of years+12.9%
Years estimated11
Best / worst single year2018 +59%
2022 -13%
2022 -13%
Reliability flags: 1 year(s) driven by income/one position/range artefact; 6 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +9.1% to +11.6%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $2,735,060 | $3,359,562 | $169,872 | $617,036 | $489,028 | +24.4% | +19.8% … +40.6% | -133% … +181% | 93% | counted; many new/exited positions |
| 2014→2015 | $3,179,059 | $2,981,040 | $33,022 | $282,003 | $413,509 | -1.1% | -4.0% … +8.3% | -109% … +107% | 85% | counted |
| 2015→2016 | $2,974,540 | $2,863,557 | $84,966 | $320,020 | $104,505 | -8.1% | -11.9% … -6.7% | -117% … +101% | 92% | counted; many new/exited positions |
| 2016→2017 | $2,776,548 | $4,463,048 | $203,364 | $758,001 | $48,502 | +42.5% | +39.7% … +50.7% | -91% … +176% | 78% | counted |
| 2017→2018 | $4,278,540 | $6,626,042 | $177,410 | $113,502 | $113,502 | +59.0% | +24.5% … +73.0% | -74% … +192% | 87% | counted; single position drives the result (range jump) |
| 2018→2019 | $5,319,520 | $5,195,020 | $33,506 | $104,505 | $96,006 | -1.9% | -2.6% … -1.7% | -115% … +111% | 76% | counted; many new/exited positions |
| 2019→2020 | $4,770,018 | $5,961,017 | $40,158 | $8,000 | $48,502 | +26.7% | +23.1% … +39.8% | -98% … +151% | 56% | excluded; not eligible: traced coverage 56% < 60% |
| 2020→2021 | $7,573,023 | $8,142,024 | $78,714 | $286,004 | $231,004 | +7.8% | +7.2% … +9.7% | -98% … +114% | 78% | counted |
| 2021→2022 | $9,809,531 | $8,452,029 | $61,769 | $32,500 | $40,501 | -13.1% | -16.7% … -11.8% | -104% … +77% | 92% | counted |
| 2022→2023 | $6,714,024 | $7,358,023 | $113,766 | $175,000 | $0 | +8.7% | +7.8% … +11.6% | -101% … +118% | 65% | counted |
| 2023→2024 | $7,758,028 | $10,584,527 | $191,620 | $725,014 | $175,000 | +31.8% | +15.6% … +39.1% | -76% … +140% | 67% | counted |
| 2024→2025 | $13,385,027 | $13,386,526 | $188,918 | $1,556,017 | $306,004 | -7.9% | -9.4% … -7.4% | -117% … +101% | 98% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2013 | 10008646 | House amendment | 9/17/2015 | 137 | 0 | 10008646.pdf14f686a7a338d3e77a12f405d13b05929fc155ac54f4d4dbbdc27a297c50064c |
| 2014 | 10008647 | House amendment | 10/5/2015 | 175 | 0 | 10008647.pdf4e289f7008e03e1674720479cb72b325e25efc7af3eb9ed5e7d3d28e3a99ccf2 |
| 2015 | 10010213 | House annual | 8/12/2016 | 136 | 1 | 10010213.pdf6089d115ec908853271a48fdcf0c12d8976e852ece5891c7a9c94bffccaa3395 |
| 2016 | 10016774 | House annual | 8/7/2017 | 134 | 0 | 10016774.pdf3ed75b35eae24d4071fe958b22bf7457b4509949ec1c78a323a54822bd069749 |
| 2017 | 10021314 | House annual | 5/11/2018 | 118 | 0 | 10021314.pdf51b7bcbc6978f0c8f14a15fd37bcdc94378e58a8cdec1f46ac03d37b5a9ddb08 |
| 2018 | 10026936 | House annual | 7/31/2019 | 120 | 1 | 10026936.pdfa5599064e86ca2be26d1542820a1bad0c457d110fafe9b7d7e35b0e11a95fc4c |
| 2019 | 10037757 | House annual | 8/12/2020 | 134 | 0 | 10037757.pdfb7b8c6b0250509c4ac75c43ad87b42433bbd8462c5bbae83db3b5af6ba6292b5 |
| 2020 | 10050066 | House amendment | 8/12/2022 | 126 | 1 | 10050066.pdf65367e681b7e748da070a150a794d7ade35dac3e435faeac1cfb99b4e059070b |
| 2021 | 10046913 | House annual | 8/12/2022 | 67 | 0 | 10046913.pdf3b2a794c997d8a2f7abe0015bef5330766503049d68af675b73acc640527c1e3 |
| 2022 | 10052322 | House annual | 6/8/2023 | 73 | 1 | 10052322.pdf73c598eca567d03035bca2ae6c8f264ff03f6c51031a520b1ba9e4331b1d60db |
| 2023 | 10059034 | House annual | 5/14/2024 | 72 | 0 | 10059034.pdfd69ff16a0e8e78a728ae21cad55321aa592a27839ae5dda9107ddd4aa0d5332b |
| 2024 | 10066244 | House annual | 5/15/2025 | 65 | 2 | 10066244.pdf42bbfa2c5567d5e394fe1b43df8f21719a820f93946442cdf149f9ea2eaf3f7c |
| 2025 | 10075831 | House annual | 5/15/2026 | 67 | 0 | 10075831.pdf70658b0599e28a1fe96e2906ac6fc74640c5951883e1e3d077f20e5f5353bee2 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Judith S. Clark Irrevocable Trust ⇒ Apple Inc. (AAPL) [ST] | — | held | $250,001 - $500,000 | $500,001 - $1,000,000 | $0 | $0 |
| Eastern Bank Account [BA] | JT | held | $100,001 - $250,000 | $15,001 - $50,000 | $0 | $0 |
| Katherine M. Clark Separate Share Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Judith S. Clark Irrevocable Trust ⇒ Microsoft Corporation (MSFT) [ST] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Judith S. Clark Irrevocable Trust ⇒ Cisco Systems, Inc. (CSCO) [ST] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Judith S. Clark Irrevocable Trust ⇒ JP Morgan Chase & Co. (JPM) [ST] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Capital One Savings Account [BA] | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Judith S. Clark Irrevocable Trust ⇒ SPDR S&P 500 (SPY) [EF] | — | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash Reserves (FDRXX) [MF] | — | held | $50,001 - $100,000 | $500,001 - $1,000,000 | $0 | $0 |
| Judith S. Clark Irrevocable Trust ⇒ United States Treasury Notes [GS] | — | held | $250,001 - $500,000 | None | $0 | $0 |
| Katherine M. Clark Separate Share Trust ⇒ United States Treasury Notes [GS] | — | held | $250,001 - $500,000 | None | $0 | $0 |
| Fidelity Brokerage Account ⇒ United States Treasury Notes [GS] | JT | held | $250,001 - $500,000 | $100,001 - $250,000 | $175,000 | $0 |
| Katherine M. Clark Separate Share Trust ⇒ Fidelity - Cash [BA] | — | held | $1,001 - $15,000 | $250,001 - $500,000 | $0 | $0 |
| Katherine M. Clark Separate Share Trust ⇒ Apple Inc. (AAPL) [ST] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Katherine M. Clark Separate Share Trust ⇒ SPDR S&P 500 (SPY) [EF] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Judith S. Clark Irrevocable Trust ⇒ Fidelity Cash Reserves (FDRXX) [MF] | — | held | $500,001 - $1,000,000 | $100,001 - $250,000 | $0 | $0 |
| Katherine M. Clark Separate Share Trust ⇒ Fidelity - Cash [BA] | — | held | $250,001 - $500,000 | $1 - $1,000 | $0 | $0 |
| Katherine Clark - Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) [MF] | — | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| Judith S. Clark Irrevocable Trust ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Fidelity Rollover IRA ⇒ United States Treasury Notes [GS] | SP | held | None; $100,001 - $250,000 | None | $0 | $0 |
| Fidelity Brokerage Account ⇒ United States Treasury Notes [GS] | JT | held | $100,001 - $250,000 | None | $0 | $0 |
| Katherine M. Clark Exempt Trust ⇒ Fidelity Cash Reserves (FDRXX) [MF] | — | held | $100,001 - $250,000 | $15,001 - $50,000 | $0 | $0 |
| Katherine M. Clark Separate Share Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).