WhatInvestorsBuy

Katherine M. Clark: Stock Portfolio, Performance and Latest Trades

Katherine M. Clark

U.S. Representative, MA-5

D Democrat

Trades disclosed364
Bought / sold153 / 209
Est. volume$7M
Typical delay42 days

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Katherine M. Clark's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
SPYSPDR S&P 500
53.4%$676.64+14.9%$777.22Held at end of 20210
AAPLApple Inc.
15.6%$271.12+24.2%$336.67Apr 3, 20200
SEQUXSequoia Fund
8.42%$202.46+0.7%$203.87Held at end of 20210
BRK.BBerkshire Hathaway Inc. New
6.17%$502.65+0.7%$506.25Held at end of 20210
FFFEXFidelity Freedom 2030 Fund
4.19%$19.03+7.5%$20.46Held at end of 20210
MSFTMicrosoft Corporation
2.55%$480.57+10.2%$529.76Jul 27, 20210
GOOGAlphabet Inc. - Class C Capital Stock
2.16%$313.19+10.9%$347.37Held at end of 20210
JPMJP Morgan Chase & Co.
2.02%$317.71+3.7%$329.58Held at end of 20210
CSCOCisco Systems, Inc.
1.86%$75.63+55.2%$117.39Jul 27, 20210
VZVerizon Communications Inc.
0.43%$38.78+18.0%$45.77Held at end of 20210
DISWalt Disney Company
0.42%$112.90−7.2%$104.75Held at end of 20210
SCHFSchwab International Equity ETF
0.41%$23.90+14.1%$27.26Held at end of 20210
VTWOVanguard Russell 2000 ETF
0.41%$98.67+13.7%$112.21Held at end of 20210
OAKMXOakmark Fund Investor Class
0.38%$172.06+4.1%$179.14Held at end of 20210
XLFSPDR Select Sector Fund - Financial
0.36%$54.11−0.7%$53.75Held at end of 20210
BACBank of America Corporation
0.36%$54.13−1.1%$53.52Held at end of 20210
IBMInternational Business Machines Corporation
0.28%$290.30−24.0%$220.51Held at end of 20210
TAT&T Inc.
0.18%$23.98+2.1%$24.47Mar 13, 20190
SCHDSchwab US Dividend Equity ETF
0.11%$26.77+22.0%$32.65Held at end of 20210
PFEPfizer, Inc.
0.11%$23.68+18.3%$28.00Held at end of 20210
HACAXHarbor Capital Appreciation Fund Insti Cl
0.10%$116.60+13.3%$132.07Held at end of 20250
FFord Motor Company
0.09%$12.68−4.4%$12.12Held at end of 20210

Katherine M. Clark's buys and sells

Jan 5, 2017 to Jun 16, 2026, 168 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027Bond
Bought$15K–$50KJun 16, 2026Jul 14, 202628 days later
UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027Bond
Bought$50K–$100KJun 16, 2026Jul 14, 202628 days later
UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028Bond
Bought$50K–$100KJun 16, 2026Jul 14, 202628 days later
UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028Bond
Bought$15K–$50KJun 16, 2026Jul 14, 202628 days later
UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028Bond
Bought$15K–$50KJun 16, 2026Jul 14, 202628 days later
UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028Bond
Bought$50K–$100KJun 16, 2026Jul 14, 202628 days later
UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027Bond
Bought$15K–$50KJun 16, 2026Jul 14, 202628 days later
UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027Bond
Bought$15K–$50KJun 16, 2026Jul 14, 202628 days later
UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTEBond
Bought$250K–$500KOct 27, 2025Nov 6, 202510 days later
UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTEBond
Bought$100K–$250KOct 27, 2025Nov 6, 202510 days later
UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTEBondSpouse
Bought$100K–$250KOct 27, 2025Nov 6, 202510 days later
UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTEBond
Bought$250K–$500KOct 27, 2025Nov 6, 202510 days later
PGProcter & Gamble Company
Sold$15K–$50KSep 17, 2025Oct 3, 202516 days later
PGProcter & Gamble Company
Sold$15K–$50KSep 17, 2025Oct 3, 202516 days later
NYCBNew York Community Bancorp, Inc.
Sold$1K–$15KMar 1, 2024Apr 4, 202434 days later
NYCBNew York Community Bancorp, Inc.
Sold$1K–$15KMar 1, 2024Apr 4, 202434 days later
United States Treasury NotesBondJoint
Bought$100K–$250KFeb 16, 2024Mar 5, 202418 days later
United States Treasury NotesBondSpouse
Bought$100K–$250KFeb 16, 2024Mar 5, 202418 days later
Ruane, Cunniff, & Goldfarb Inc.
Sold part$100K–$250KJan 31, 2024Mar 5, 202434 days later
United States Treasury NotesBond
Bought$100K–$250KJan 23, 2024Feb 12, 202420 days later
United States Treasury NotesBond
Bought$250K–$500KOct 24, 2023Nov 6, 202313 days later
United States Treasury NotesBond
Bought$250K–$500KOct 24, 2023Nov 6, 202313 days later
KOCoca-Cola Company
Sold$15K–$50KOct 9, 2023Nov 6, 202328 days later
Federal Farm Credit Banks BondBond
Bought$100K–$250KFeb 23, 2023Mar 6, 202311 days later
NETAPP INC SR NTBond
Sold$1K–$15KSep 15, 2022Oct 5, 202220 days later
KB HOME SR NT 7.500%Bond
Sold$1K–$15KJul 7, 2022Aug 16, 202240 days later
WBDWarner Bros. Discovery, Inc. Series A
Exchange$1K–$15KApr 8, 2022Jun 8, 2023426 days later · late
WBDWarner Bros. Discovery, Inc. Series A
Exchange$1K–$15KApr 8, 2022Jun 8, 2023426 days later · late
United States Treasury NotesBondJoint
Bought$100K–$250KApr 5, 2022May 2, 202227 days later
United States Treasury NotesBondSpouse
Bought$100K–$250KMar 31, 2022Apr 12, 202212 days later
United States Treasury NotesBondJoint
Bought$250K–$500KMar 23, 2022Apr 12, 202220 days later
Alphabet Inc. - Class A (gOOgl)Spouse
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
AYSpouseAtlantica Sustainable Infrastructure plc
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
best buy Co., Inc. (bbY)Spouse
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
CSCOSpouseCisco Systems, Inc.
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
CLNESpouseClean Energy Fuels Corp. (ClNE)
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
CCEPSpouseCoca-Cola Europacific Partners plc
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
EWSpouseEdwards lifesciences Corporation
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
FSLRSpouseFirst Solar, Inc. (FSlR)
Sold$15K–$50KSep 16, 2021Oct 14, 202128 days later
HDSpouseHome Depot, Inc.
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
HONSpouseHoneywell International Inc.
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
INTCSpouseIntel Corporation
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
PHGSpouseKoninklijke Philips N.V. NY Registry Shares (PHg)
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
MASpouseMastercard Incorporated
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
MRKSpouseMerck & Company, Inc.
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
MSFTSpouseMicrosoft Corporation
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
NVOSpouseNovo Nordisk A/S
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
ORCLSpouseOracle Corporation (ORCl)
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
PEPSpousePepsico, Inc.
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
SPGISpouseS&P global Inc. (SPgI)
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
SAPSpouseSAP SE ADS
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
SPGSpouseSimon Property group, Inc. (SPg)
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
SONYSpouseSony group Corporation American Depositary Shares
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
SBUXSpouseStarbucks Corporation (SbuX)
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
STTSpouseState Street Corporation
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
ubS group Ag Registered Ordinary Shares (ubS)Spouse
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
VSpouseVisa Inc.
Sold$1K–$15KSep 16, 2021Oct 14, 202128 days later
Abb ltd (Abb)Spouse
Sold$1K–$15KJul 27, 2021Aug 15, 202119 days later
Abb ltd (Abb)Spouse
Sold$1K–$15KJul 27, 2021Aug 15, 202119 days later
CSCOSpouseCisco Systems, Inc.
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
CSCOSpouseCisco Systems, Inc.
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
EWSpouseEdwards lifesciences Corporation
Sold$1K–$15KJul 27, 2021Aug 15, 202119 days later
HDSpouseHome depot, Inc. (Hd)
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
HDSpouseHome depot, Inc. (Hd)
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
HONSpouseHoneywell International Inc.
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
HONSpouseHoneywell International Inc.
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
IRMSpouseIron Mountain Incorporated
Sold$1K–$15KJul 27, 2021Aug 15, 202119 days later
IRMSpouseIron Mountain Incorporated
Sold$1K–$15KJul 27, 2021Aug 15, 202119 days later
MRKSpouseMerck & Company, Inc.
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
MRKSpouseMerck & Company, Inc.
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
ORANSpouseOrange
Sold$1K–$15KJul 27, 2021Aug 15, 202119 days later
ORANSpouseOrange
Sold$1K–$15KJul 27, 2021Aug 15, 202119 days later
SBUXSpouseStarbucks Corporation (SbuX)
Sold part$1K–$15KJul 27, 2021Aug 15, 202119 days later
ubS group Ag Registered Ordinary Shares (ubS)Spouse
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
ubS group Ag Registered Ordinary Shares (ubS)Spouse
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
VSpouseVisa Inc.
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
VSpouseVisa Inc.
Bought$1K–$15KJul 27, 2021Aug 15, 202119 days later
PGProcter & gamble Company (Pg)
Bought$1K–$15KJun 30, 2021Jul 8, 20218 days later
Alphabet Inc. - Class A (gOOgl)Spouse
Sold part$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
AYSpouseAtlantica Sustainable Infrastructure plc
Bought$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
AYSpouseAtlantica Sustainable Infrastructure plc
Bought$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
best buy Co., Inc. (bbY)Spouse
Bought$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
best buy Co., Inc. (bbY)Spouse
Bought$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
blackRock, Inc. (blK)Spouse
Sold$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
blackRock, Inc. (blK)Spouse
Sold$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
FSLRSpouseFirst Solar, Inc. (FSlR)
Bought$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
FSLRSpouseFirst Solar, Inc. (FSlR)
Bought$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
GSKSpouseglaxoSmithKline PlC (gSK)
Sold$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
GSKSpouseglaxoSmithKline PlC (gSK)
Sold$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
IRMSpouseIron Mountain Incorporated
Sold part$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
IRMSpouseIron Mountain Incorporated
Sold part$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
SPGSpouseSimon Property group, Inc. (SPg)
Sold$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
SPGSpouseSimon Property group, Inc. (SPg)
Sold$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
SONYSpouseSony group Corporation American depositary Shares
Bought$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
SONYSpouseSony group Corporation American depositary Shares
Bought$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
XYLSpouseXylem Inc. Common Stock New (XYl)
Sold$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
XYLSpouseXylem Inc. Common Stock New (XYl)
Sold$1K–$15KJun 4, 2021Aug 15, 202172 days later · late
Alphabet Inc. - Class A (gOOgl)Spouse
Sold$1K–$15KFeb 8, 2021Mar 2, 202122 days later
CLNESpouseClean Energy Fuels Corp. (ClNE)
Bought$1K–$15KFeb 8, 2021Mar 2, 202122 days later
CLNESpouseClean Energy Fuels Corp. (ClNE)
Bought$1K–$15KFeb 8, 2021Mar 2, 202122 days later
CCEPSpouseCoca-Cola European Partners plc Ordinary Shares
Sold$1K–$15KFeb 8, 2021Mar 2, 202122 days later
CCEPSpouseCoca-Cola European Partners plc Ordinary Shares
Sold$1K–$15KFeb 8, 2021Mar 2, 202122 days later
HDSpouseHome depot, Inc. (Hd)
Sold$1K–$15KFeb 8, 2021Mar 2, 202122 days later
HDSpouseHome depot, Inc. (Hd)
Sold$1K–$15KFeb 8, 2021Mar 2, 202122 days later
SPGSpouseSimon Property group, Inc. (SPg)
Bought$1K–$15KFeb 8, 2021Mar 2, 202122 days later
SPGSpouseSimon Property group, Inc. (SPg)
Bought$1K–$15KFeb 8, 2021Mar 2, 202122 days later
STTSpouseState Street Corporation
Sold$1K–$15KFeb 8, 2021Mar 2, 202122 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KFeb 8, 2021Mar 2, 202122 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KFeb 8, 2021Mar 2, 202122 days later
Ruane, Cunniff & goldfarb, Inc.
Sold$100K–$250KJan 31, 2021Aug 4, 2021185 days later · late
Ruane, Cunniff & goldfarb, Inc.
Sold part$1K–$15KJan 31, 2021Aug 4, 2021185 days later · late
Abb ltd (Abb)Spouse
Bought$1K–$15KNov 10, 2020Dec 28, 202048 days later · late
ABTSpouseAbbott laboratories (AbT)
Sold$1K–$15KNov 10, 2020Dec 28, 202048 days later · late
Alphabet Inc. - Class A (gOOgl)Spouse
Sold part$1K–$15KNov 10, 2020Dec 28, 202048 days later · late
AAPLSpouseApple Inc. (AAPl)
Sold$1K–$15KNov 10, 2020Dec 28, 202048 days later · late
Abb ltd (Abb)Spouse
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ABTSpouseAbbott laboratories (AbT)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
AAPLSpouseApple Inc. (AAPl)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
blackRock, Inc. (blK)Spouse
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
blackRock, Inc. (blK)Spouse
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
CCEPSpouseCoca-Cola European Partners plc Ordinary Shares
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
CCEPSpouseCoca-Cola European Partners plc Ordinary Shares
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
COSTSpouseCostco Wholesale Corporation
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
COSTSpouseCostco Wholesale Corporation
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
EWSpouseEdwards lifesciences Corporation
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
EWSpouseEdwards lifesciences Corporation
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ELANSpouseElanco Animal Health Incorporated (ElAN)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ELANSpouseElanco Animal Health Incorporated (ElAN)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
FISSpouseFidelity National Information Services, Inc.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
FISSpouseFidelity National Information Services, Inc.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
FSLRSpouseFirst Solar, Inc. (FSlR)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
FSLRSpouseFirst Solar, Inc. (FSlR)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
FLIRSpouseFlIR Systems, Inc. (FlIR)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
FLIRSpouseFlIR Systems, Inc. (FlIR)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
GSKSpouseglaxoSmithKline PlC (gSK)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
GSKSpouseglaxoSmithKline PlC (gSK)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
HOLXSpouseHologic, Inc. (HOlX)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
HOLXSpouseHologic, Inc. (HOlX)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
INTCSpouseIntel Corporation
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
INTCSpouseIntel Corporation
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
INVHSpouseInvitation Homes Inc.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
INVHSpouseInvitation Homes Inc.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
IRMSpouseIron Mountain Incorporated
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
IRMSpouseIron Mountain Incorporated
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
JPMSpouseJP Morgan Chase & Co.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
JPMSpouseJP Morgan Chase & Co.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
PHGSpouseKoninklijke Philips N.V. NY Registry Shares (PHg)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
PHGSpouseKoninklijke Philips N.V. NY Registry Shares (PHg)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
LHXSpousel3Harris Technologies, Inc. (lHX)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
LHXSpousel3Harris Technologies, Inc. (lHX)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
MASpouseMastercard Incorporated
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
MASpouseMastercard Incorporated
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
MDTSpouseMedtronic plc. Ordinary Shares (MdT)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
MDTSpouseMedtronic plc. Ordinary Shares (MdT)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
National grid Transco, PlC National grid PlC (Ngg)Spouse
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
National grid Transco, PlC National grid PlC (Ngg)Spouse
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
NVOSpouseNovo Nordisk A/S
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
NVOSpouseNovo Nordisk A/S
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ORCLSpouseOracle Corporation (ORCl)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ORCLSpouseOracle Corporation (ORCl)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ORANSpouseOrange
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ORANSpouseOrange
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
PEPSpousePepsico, Inc.
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
PEPSpousePepsico, Inc.
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SPGISpouseS&P global Inc. (SPgI)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SPGISpouseS&P global Inc. (SPgI)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SAPSpouseSAP SE AdS
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SAPSpouseSAP SE AdS
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SKXSpouseSkechers u.S.A., Inc.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SKXSpouseSkechers u.S.A., Inc.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SNESpouseSony Corporation
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SNESpouseSony Corporation
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SBUXSpouseStarbucks Corporation (SbuX)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
SBUXSpouseStarbucks Corporation (SbuX)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
STTSpouseState Street Corporation
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
STTSpouseState Street Corporation
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ubS group Ag Registered Ordinary Shares (ubS)Spouse
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
ubS group Ag Registered Ordinary Shares (ubS)Spouse
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
UNPSpouseunion Pacific Corporation (uNP)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
UNPSpouseunion Pacific Corporation (uNP)
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
VAWSpouseVanguard Materials ETF
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
VAWSpouseVanguard Materials ETF
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
VSpouseVisa Inc.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
VSpouseVisa Inc.
Sold$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
XYLSpouseXylem Inc. Common Stock New (XYl)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
XYLSpouseXylem Inc. Common Stock New (XYl)
Bought$1K–$15KNov 5, 2020Dec 28, 202053 days later · late
Encompass Health Corp NoteBond
Sold$1K–$15KNov 2, 2020Dec 9, 202037 days later
ABTSpouseAbbott laboratories (AbT)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
ABTSpouseAbbott laboratories (AbT)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
Alphabet Inc. - Class A (gOOgl)Spouse
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
Alphabet Inc. - Class A (gOOgl)Spouse
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
AAPLSpouseApple Inc. (AAPl)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
AAPLSpouseApple Inc. (AAPl)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
BMYSpousebristol-Myers Squibb Company (bMY)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
BMYSpousebristol-Myers Squibb Company (bMY)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
CCEPSpouseCoca-Cola European Partners plc Ordinary Shares
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
CCEPSpouseCoca-Cola European Partners plc Ordinary Shares
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
COSTSpouseCostco Wholesale Corporation
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
COSTSpouseCostco Wholesale Corporation
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
ELANSpouseElanco Animal Health Incorporated (ElAN)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
ELANSpouseElanco Animal Health Incorporated (ElAN)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
FISSpouseFidelity National Information Services, Inc.
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
FISSpouseFidelity National Information Services, Inc.
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
FLIRSpouseFlIR Systems, Inc. (FlIR)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
FLIRSpouseFlIR Systems, Inc. (FlIR)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
GSKSpouseglaxoSmithKline PlC (gSK)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
GSKSpouseglaxoSmithKline PlC (gSK)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
HOLXSpouseHologic, Inc. (HOlX)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
HOLXSpouseHologic, Inc. (HOlX)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
HDSpouseHome depot, Inc. (Hd)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
HDSpouseHome depot, Inc. (Hd)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
HSBCSpouseHSbC Holdings, plc. (HSbC)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
HSBCSpouseHSbC Holdings, plc. (HSbC)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
INTCSpouseIntel Corporation
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
INTCSpouseIntel Corporation
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
INVHSpouseInvitation Homes Inc.
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
INVHSpouseInvitation Homes Inc.
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
JPMSpouseJP Morgan Chase & Co.
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
KMBSpouseKimberly-Clark Corporation (KMb)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
KMBSpouseKimberly-Clark Corporation (KMb)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
ligand Pharmaceuticals Incorporated (lgNd)Spouse
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
ligand Pharmaceuticals Incorporated (lgNd)Spouse
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
MOSSpouseMosaic Company
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
MOSSpouseMosaic Company
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
National grid Transco, PlC National grid PlC (Ngg)Spouse
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
National grid Transco, PlC National grid PlC (Ngg)Spouse
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
ORCLSpouseOracle Corporation (ORCl)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
SKXSpouseSkechers u.S.A., Inc.
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
SNESpouseSony Corporation
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
SNESpouseSony Corporation
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
ubS group Ag Registered Ordinary Shares (ubS)Spouse
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
ubS group Ag Registered Ordinary Shares (ubS)Spouse
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
UNPSpouseunion Pacific Corporation (uNP)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
UNPSpouseunion Pacific Corporation (uNP)
Bought$1K–$15KOct 22, 2020Dec 3, 202042 days later
UNHSpouseunitedHealth group Incorporated Common Stock (uNH)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
UNHSpouseunitedHealth group Incorporated Common Stock (uNH)
Sold$1K–$15KOct 22, 2020Dec 3, 202042 days later
Microsoft Corp NoteBond
Sold$1K–$15KOct 1, 2020Dec 3, 202063 days later · late
NEW ORlEANS lA gO lTD TAX REF bDS SER [gS]
Sold$1K–$15KSep 1, 2020Nov 3, 202063 days later · late
Camden County NJ Impt Auth Rev lease [gS]
Sold$1K–$15KAug 31, 2020Sep 30, 202030 days later
Abb ltd (Abb)Spouse
Sold$1K–$15KApr 3, 2020May 29, 202056 days later · late
Abb ltd (Abb)Spouse
Sold$1K–$15KApr 3, 2020May 29, 202056 days later · late
Alphabet Inc. - Class A (gOOgl)Spouse
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
Alphabet Inc. - Class A (gOOgl)Spouse
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
AMCXSpouseAMC Networks Inc. Class A
Sold$1K–$15KApr 3, 2020May 29, 202056 days later · late
AMCXSpouseAMC Networks Inc. Class A
Sold$1K–$15KApr 3, 2020May 29, 202056 days later · late
AAPLSpouseApple Inc. (AAPl)
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
AAPLSpouseApple Inc. (AAPl)
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
BMYSpousebristol-Myers Squibb Company (bMY)
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
BMYSpousebristol-Myers Squibb Company (bMY)
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
EMRSpouseEmerson Electric Company
Sold$1K–$15KApr 3, 2020May 29, 202056 days later · late
EMRSpouseEmerson Electric Company
Sold$1K–$15KApr 3, 2020May 29, 202056 days later · late
LHXSpousel3Harris Technologies, Inc. (lHX)
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
LHXSpousel3Harris Technologies, Inc. (lHX)
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
ligand Pharmaceuticals Incorporated (lgNd)Spouse
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
ligand Pharmaceuticals Incorporated (lgNd)Spouse
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
MOSSpouseMosaic Company
Bought$1K–$15KApr 3, 2020May 29, 202056 days later · late
MPCSpouseMarathon Petroleum Corporation
Sold$1K–$15KMar 20, 2020Apr 20, 202031 days later
MPCSpouseMarathon Petroleum Corporation
Sold$1K–$15KMar 20, 2020Apr 20, 202031 days later
GSKSpouseglaxoSmithKline PlC (gSK)
Bought$1K–$15KMar 2, 2020Apr 20, 202049 days later · late
GSKSpouseglaxoSmithKline PlC (gSK)
Bought$1K–$15KMar 2, 2020Apr 20, 202049 days later · late
HASSpouseHasbro, Inc.
Sold$1K–$15KMar 2, 2020Apr 20, 202049 days later · late
MPCSpouseMarathon Petroleum Corporation
Bought$1K–$15KMar 2, 2020Apr 20, 202049 days later · late
RBASpouseRitchie bros. Auctioneers Incorporated (RbA)
Sold$1K–$15KMar 2, 2020Apr 20, 202049 days later · late
RBASpouseRitchie bros. Auctioneers Incorporated (RbA)
Sold$1K–$15KMar 2, 2020Apr 20, 202049 days later · late
SKXSpouseSkechers u.S.A., Inc.
Bought$1K–$15KMar 2, 2020Apr 20, 202049 days later · late
SKXSpouseSkechers u.S.A., Inc.
Sold$1K–$15KMar 2, 2020Apr 20, 202049 days later · late
UPSunited Parcel Service, Inc. (uPS)
Sold$15K–$50KJan 30, 2020Feb 4, 20205 days later
AMCXSpouseAMC Networks Inc. Class A
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
AMCXSpouseAMC Networks Inc. Class A
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
CNCSpouseCentene Corporation
Sold$1K–$15KNov 5, 2019Dec 11, 201936 days later
CNCSpouseCentene Corporation
Sold$1K–$15KNov 5, 2019Dec 11, 201936 days later
CCEPSpouseCoca-Cola European Partners plc Ordinary Shares
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
CCEPSpouseCoca-Cola European Partners plc Ordinary Shares
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
HASSpouseHasbro, Inc.
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
IVZSpouseInvesco ltd
Sold$1K–$15KNov 5, 2019Dec 11, 201936 days later
IVZSpouseInvesco ltd
Sold$1K–$15KNov 5, 2019Dec 11, 201936 days later
INVHSpouseInvitation Homes Inc.
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
INVHSpouseInvitation Homes Inc.
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
KMBSpouseKimberly-Clark Corporation (KMb)
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
KMBSpouseKimberly-Clark Corporation (KMb)
Bought$1K–$15KNov 5, 2019Dec 11, 201936 days later
PXDSpousePioneer Natural Resources Company (PXd)
Sold$1K–$15KNov 5, 2019Dec 11, 201936 days later
PXDSpousePioneer Natural Resources Company (PXd)
Sold$1K–$15KNov 5, 2019Dec 11, 201936 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Sold$1K–$15KNov 5, 2019Dec 11, 201936 days later
Flextronics Intl ltdBond
Sold$1K–$15KSep 20, 2019Oct 1, 201911 days later
Rent A Center IncBond
Sold$1K–$15KAug 15, 2019Sep 10, 201926 days later
HONSpouseHoneywell International Inc.
Sold$1K–$15KJul 9, 2019Sep 10, 201963 days later · late
HONSpouseHoneywell International Inc.
Sold$1K–$15KJul 9, 2019Sep 10, 201963 days later · late
MOSSpouseMosaic Company
Bought$1K–$15KJul 9, 2019Sep 10, 201963 days later · late
MOSSpouseMosaic Company
Bought$1K–$15KJul 9, 2019Sep 10, 201963 days later · late
Avondale AZ Projs of 1998 2007 build Amer [gS]
Sold$1K–$15KJul 1, 2019Aug 12, 2020408 days later · late
Healthsouth Corp NoteBond
Sold$1K–$15KJun 7, 2019Jul 2, 201925 days later
APCSpouseAnadarko Petroleum Corporation
Sold$1K–$15KJun 4, 2019Jul 22, 201948 days later · late
APCSpouseAnadarko Petroleum Corporation
Sold$1K–$15KJun 4, 2019Jul 22, 201948 days later · late
HASSpouseHasbro, Inc.
Sold$1K–$15KJun 4, 2019Jul 22, 201948 days later · late
MPCSpouseMarathon Petroleum Corporation
Bought$1K–$15KJun 4, 2019Jul 22, 201948 days later · late
MPCSpouseMarathon Petroleum Corporation
Bought$1K–$15KJun 4, 2019Jul 22, 201948 days later · late
Radian group Inc Note [ab]
Sold$1K–$15KJun 3, 2019Jul 2, 201929 days later
AMTSpouseAmerican Tower Corporation
Sold$1K–$15KMay 12, 2019Jun 26, 201945 days later
AMTSpouseAmerican Tower Corporation
Sold$1K–$15KMay 12, 2019Jun 26, 201945 days later
APCSpouseAnadarko Petroleum Corporation
Sold$1K–$15KMay 12, 2019Jun 26, 201945 days later
SNESpouseSony Corporation
Sold$1K–$15KMay 12, 2019Jun 26, 201945 days later
SNESpouseSony Corporation
Sold$1K–$15KMay 12, 2019Jun 26, 201945 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Bought$1K–$15KMay 12, 2019Jun 26, 201945 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company ltd.
Bought$1K–$15KMay 12, 2019Jun 26, 201945 days later
TaT&T Inc.
Bought$1K–$15KMar 13, 2019Apr 4, 201922 days later
NYCBNew York Community bancorp, Inc. (NYCb)
Bought$1K–$15KMar 13, 2019Apr 4, 201922 days later
AMTSpouseAmerican Tower Corporation
Bought$1K–$15KJan 29, 2019Feb 28, 201930 days later
AMTSpouseAmerican Tower Corporation
Bought$1K–$15KJan 29, 2019Feb 28, 201930 days later
APCSpouseAnadarko Petroleum Corporation
Bought$1K–$15KJan 29, 2019Feb 28, 201930 days later
MDTSpouseMedtronic plc. Ordinary Shares (MdT)
Bought$1K–$15KJan 29, 2019Feb 28, 201930 days later
MDTSpouseMedtronic plc. Ordinary Shares (MdT)
Bought$1K–$15KJan 29, 2019Feb 28, 201930 days later
SCCOSpouseSouthern Copper Corporation
Sold$1K–$15KJan 29, 2019Feb 28, 201930 days later
SCCOSpouseSouthern Copper Corporation
Sold$1K–$15KJan 29, 2019Feb 28, 201930 days later
SBUXSpouseStarbucks Corporation (SbuX)
Sold$1K–$15KJan 29, 2019Feb 28, 201930 days later
SBUXSpouseStarbucks Corporation (SbuX)
Sold$1K–$15KJan 29, 2019Feb 28, 201930 days later
CCTCorporate Capital Trust, Inc.
Sold$15K–$50KJan 25, 2019Feb 12, 201918 days later
HDHome depot, Inc. (Hd)
Sold$15K–$50KJan 25, 2019Feb 12, 201918 days later
INTCIntel Corporation
Sold$15K–$50KJan 25, 2019Feb 12, 201918 days later
NSCNorfolk Southern Corporation
Sold$15K–$50KJan 25, 2019Feb 12, 201918 days later
PNCPNC Financial Services group, Inc.
Sold$15K–$50KJan 25, 2019Feb 12, 201918 days later
KHCThe Kraft Heinz Company
Sold$15K–$50KJan 25, 2019Feb 12, 201918 days later
FSKFS KKR Capital Corp.
Sold$15K–$50KJan 25, 2019Jul 31, 2019187 days later · late
amsouth bancorporation bondBond
Sold$1K–$15KDec 7, 2018Jan 22, 201946 days later · late
bank of america Corp MTNBond
Sold$1K–$15KDec 7, 2018Jan 22, 201946 days later · late
Clean Harbors IncBond
Sold$1K–$15KDec 7, 2018Jan 22, 201946 days later · late
Dollar general CorpBond
Sold$1K–$15KDec 7, 2018Jan 22, 201946 days later · late
Icahn Enterprises lP/Corp NoteBond
Sold$1K–$15KDec 7, 2018Jan 22, 201946 days later · late
Ryland group IncBond
Sold$1K–$15KDec 7, 2018Jan 22, 201946 days later · late
Tenet Healthcare CorpBond
Sold$1K–$15KDec 7, 2018Jan 22, 201946 days later · late
gDb Commonwealth of Puerto Rico [gS]
Sold$1K–$15KDec 4, 2018Jan 22, 201949 days later · late
Toll bros Fin Corp NoteBond
Sold$1K–$15KNov 30, 2018Dec 21, 201821 days later
Zions bancorporationBond
Sold$1K–$15KNov 15, 2018Dec 21, 201836 days later
AMCXSpouseAMC Networks Inc. Class A
Bought$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
AMCXSpouseAMC Networks Inc. Class A
Bought$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
AAPLSpouseApple Inc. (AAPl)
Sold$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
AAPLSpouseApple Inc. (AAPl)
Sold$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
CHKPSpouseCheck Point Software Technologies ltd.
Sold$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
CHKPSpouseCheck Point Software Technologies ltd.
Sold$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
CLXSpouseClorox Company (ClX)
Sold$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
CLXSpouseClorox Company (ClX)
Sold$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
HSBCSpouseHSbC Holdings, plc. (HSbC)
Bought$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
HSBCSpouseHSbC Holdings, plc. (HSbC)
Bought$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
INTCSpouseIntel Corporation
Bought$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
INTCSpouseIntel Corporation
Bought$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
SEESpouseSealed Air Corporation
Sold$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
SEESpouseSealed Air Corporation
Sold$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
SBUXSpouseStarbucks Corporation (SbuX)
Bought$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
SBUXSpouseStarbucks Corporation (SbuX)
Bought$1K–$15KOct 1, 2018Nov 19, 201849 days later · late
Nebraska Coop Republican PlatteBond
Sold$1K–$15KSep 10, 2018Oct 4, 201824 days later
APCSpouseAnadarko Petroleum Corporation
Bought$1K–$15KJul 6, 2018Oct 4, 201890 days later · late
APCSpouseAnadarko Petroleum Corporation
Bought$1K–$15KJul 6, 2018Oct 4, 201890 days later · late
CBSpouseChubb limited (Cb)
Sold$1K–$15KJul 6, 2018Oct 4, 201890 days later · late
CBSpouseChubb limited (Cb)
Sold$1K–$15KJul 6, 2018Oct 4, 201890 days later · late
CHLSpouseChina Mobile limited (CHl)
Sold$1K–$15KApr 9, 2018May 8, 201829 days later
CHLSpouseChina Mobile limited (CHl)
Sold$1K–$15KApr 9, 2018May 8, 201829 days later
SBUXSpouseStarbucks Corporation (SbuX)
Sold$1K–$15KJul 3, 2017May 8, 2018309 days later · late
DSpouseDominion Energy, Inc.
Sold$1K–$15KJan 5, 2017May 8, 2018488 days later · late
GESpousegeneral Electric Company (gE)
Sold$1K–$15KJan 5, 2017May 8, 2018488 days later · late

Katherine M. Clark's portfolio by sector

Share of the estimated stock portfolio.

20%Technology
SectorShareValueHoldings
Other76%~$6.8M11
Technology20%~$1.8M4
Financials2.4%~$213.7K2
Communication Services1.0%~$92.3K3
Health Care0.1%~$9.5K1
Consumer Discretionary0.1%~$7.6K1

Portfolio performance: Katherine M. Clark vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since May 11, 2018.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+92%You, copying+91%S&P 500
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+92.5%+13.9%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Katherine M. Clark's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
TSMTaiwan Semiconductor Manufacturing Company ltd.
27
CCEPCoca-Cola Europacific Partners plc
45
SBUXStarbucks Corporation (SbuX)
45
AAPLApple Inc. (AAPl)
26
HDHome depot, Inc. (Hd)
26
GSKglaxoSmithKline PlC (gSK)
44
INTCIntel Corporation
44
SNESony Corporation
24
APCAnadarko Petroleum Corporation
33
INVHInvitation Homes Inc.
24
AMCXAMC Networks Inc. - Class A
42
IRMIron Mountain Incorporated
24

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.