Katherine M. Clark Democrat · MA-5
House of Representatives · in office · serving since 2013 · born July 17, 1963
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
331
across 38 filings
Securities traded
77
0 active in 6 months
Disclosed range total
$2,776,331
sum of filed minimums
Huddle pairings
0
none recorded
In plain language
Of 331 disclosed trades, 1 was flagged by the site's published rules — 0.3%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 1 · shutdown/lame duck
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| MA-5 | 113th–119th | 2013–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
No current committee assignments on file.
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 117th | House Committee on Appropriations | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Appropriations | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Appropriations | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Education and Workforce | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Science, Space, and Technology | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Natural Resources | Member | 2014-01 → 2014-11 |
| 113th | House Committee on Science, Space, and Technology | Member | 2014-11 → 2014-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| PG | Procter & Gamble Company (PG) | Chemicals | 3 | 1 / 2 | $73,002 | 2021-06 → 2025-09 |
| NYCB | New York Community Bancorp, Inc. Common… | — | 3 | 1 / 2 | $24,002 | 2019-03 → 2024-03 |
| KO | Coca-Cola Company | Food & Beverage | 1 | 0 / 1 | $32,501 | 2023-10 → 2023-10 |
| WBD | Warner Bros. Discovery, Inc. - Series A… | Telecommunications | 2 | 0 / 0 | $16,001 | 2022-04 → 2022-04 |
| V | Visa Inc. (V) | Business Services | 5 | 2 / 3 | $40,003 | 2020-11 → 2021-09 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 4 | 2 / 2 | $32,002 | 2020-10 → 2021-09 |
| STT | State Street Corporation Common Stock (… | Banking | 4 | 2 / 2 | $32,002 | 2020-11 → 2021-09 |
| SAP | SAP SE ADS (SAP) | Software & IT Services | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-09 |
| CCEP | Coca-Cola Europacific Partners plc - Or… | Food & Beverage | 9 | 4 / 5 | $72,005 | 2019-11 → 2021-09 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-09 |
| PEP | Pepsico Inc | Food & Beverage | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-09 |
| NVO | Novo Nordisk A/S Common Stock | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-09 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-09 |
| PHG | Koninklijke Philips N.V. NY Registry Sh… | Medical Devices | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-09 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 8 | 2 / 6 | $64,004 | 2020-04 → 2021-09 |
| FSLR | First Solar, Inc. - Common Stock (FSLR) | Semiconductors | 5 | 4 / 1 | $64,503 | 2020-11 → 2021-09 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 4 | 2 / 2 | $32,002 | 2020-11 → 2021-09 |
| UBS | UBS Group AG Registered Ordinary Shares… | Banking | 7 | 4 / 3 | $56,004 | 2020-10 → 2021-09 |
| BBY | Best Buy Co., Inc. Common Stock | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2021-06 → 2021-09 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 6 | 2 / 4 | $72,503 | 2019-01 → 2021-09 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 3 | 2 / 1 | $24,002 | 2021-07 → 2021-09 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2021-07 → 2021-09 |
| CSCO | Cisco Systems Inc | Technology Hardware | 3 | 2 / 1 | $24,002 | 2021-07 → 2021-09 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 8 | 2 / 6 | $71,005 | 2019-01 → 2021-09 |
| SONY | Sony Group Corporation American Deposit… | Electronics | 3 | 2 / 1 | $24,002 | 2021-06 → 2021-09 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 5 | 2 / 3 | $40,003 | 2019-01 → 2021-09 |
| AY | Atlantica Yield Plc | — | 3 | 2 / 1 | $24,002 | 2021-06 → 2021-09 |
| SPG | Simon Property Group, Inc. Common Stock… | Investment Funds | 5 | 2 / 3 | $40,003 | 2021-02 → 2021-09 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 8 | 2 / 6 | $64,004 | 2019-05 → 2021-09 |
| CLNE | Clean Energy Fuels Corp. - Common Stock… | Utilities | 3 | 2 / 1 | $24,002 | 2021-02 → 2021-09 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 5 | 2 / 3 | $40,003 | 2019-07 → 2021-09 |
| ORAN | Orange (ORAN) | — | 4 | 2 / 2 | $32,002 | 2020-11 → 2021-07 |
| IRM | Iron Mountain Inc | Investment Funds | 6 | 2 / 4 | $48,003 | 2020-11 → 2021-07 |
| ABB | ABB Ltd | — | 6 | 2 / 4 | $48,003 | 2020-04 → 2021-07 |
| XYL | Xylem Inc. Common Stock New (XYL) | Industrials | 4 | 2 / 2 | $32,002 | 2020-11 → 2021-06 |
| BLK | Blackrock Inc | Capital Markets | 4 | 2 / 2 | $32,002 | 2020-11 → 2021-06 |
| GSK | GSK plc American Depositary Shares (GSK) | Pharmaceuticals & Biotech | 8 | 4 / 4 | $64,004 | 2020-03 → 2021-06 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2020-10 → 2020-11 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 6 | 2 / 4 | $48,003 | 2020-04 → 2020-11 |
| VAW | Materials ETF Vanguard | — | 2 | 0 / 2 | $16,001 | 2020-11 → 2020-11 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 4 | 2 / 2 | $32,002 | 2019-01 → 2020-11 |
| SKX | Skechers U.S.A., Inc. Common Stock (SKX) | — | 5 | 1 / 4 | $40,003 | 2020-03 → 2020-11 |
| INVH | Invitation Homes Inc. Common Stock (INV… | Real Estate | 6 | 2 / 4 | $48,003 | 2019-11 → 2020-11 |
| SNE | Sony Corporation (SNE) | — | 6 | 2 / 4 | $48,003 | 2019-05 → 2020-11 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 4 | 2 / 2 | $32,002 | 2020-10 → 2020-11 |
| LHX | L3Harris Technologies Inc | Medical Devices | 4 | 2 / 2 | $32,002 | 2020-04 → 2020-11 |
| NGG | National Grid Transco, PLC National Gri… | Utilities | 3 | 2 / 1 | $24,002 | 2020-10 → 2020-11 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 3 | 0 / 3 | $24,002 | 2020-10 → 2020-11 |
| HOLX | Hologic, Inc. - Common Stock (HOLX) | — | 4 | 2 / 2 | $32,002 | 2020-10 → 2020-11 |
| FLIR | FLIR Systems, Inc. (FLIR) | — | 4 | 2 / 2 | $32,002 | 2020-10 → 2020-11 |
| FIS | Fidelity National Information Services,… | Business Services | 4 | 2 / 2 | $32,002 | 2020-10 → 2020-11 |
| ELAN | Elanco Animal Health Incorporated Commo… | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2020-10 → 2020-11 |
| COST | Costco Wholesale | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2020-10 → 2020-11 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2020-04 → 2020-10 |
| MOS | Mosaic Company (MOS) | Chemicals | 5 | 3 / 2 | $40,003 | 2019-07 → 2020-10 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 4 | 2 / 2 | $32,002 | 2019-11 → 2020-10 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 2 | 0 / 2 | $16,001 | 2020-10 → 2020-10 |
| LGND | Ligand Pharmaceuticals Incorporated - C… | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2020-04 → 2020-10 |
| HSBC | HSBC Holdings, plc. Common Stock (HSBC) | Banking | 2 | 0 / 2 | $16,001 | 2020-10 → 2020-10 |
| EMR | Emerson Electric Company | Electronics | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| AMCX | AMC Networks Inc. - Class A (AMCX) | Telecommunications | 4 | 2 / 2 | $32,002 | 2019-11 → 2020-04 |
| MPC | Marathon Petroleum Corporation Common S… | Oil & Gas | 5 | 3 / 2 | $40,003 | 2019-06 → 2020-03 |
| RBA | RB Global, Inc. Common Stock (RBA) | Business Services | 2 | 0 / 2 | $16,001 | 2020-03 → 2020-03 |
| HAS | Hasbro, Inc. - Common Stock (HAS) | Consumer Goods | 3 | 1 / 2 | $24,002 | 2019-06 → 2020-03 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 1 | 0 / 1 | $32,501 | 2020-01 → 2020-01 |
| PXD | Pioneer Natural Resources Company | — | 2 | 0 / 2 | $16,001 | 2019-11 → 2019-11 |
| CNC | Centene Corporation Common Stock (CNC) | Insurance | 2 | 0 / 2 | $16,001 | 2019-11 → 2019-11 |
| IVZ | Invesco Ltd Common Stock | Capital Markets | 2 | 0 / 2 | $16,001 | 2019-11 → 2019-11 |
| APC | Anadarko Petroleum Corporation | Wholesale | 4 | 1 / 3 | $32,002 | 2019-01 → 2019-06 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 4 | 2 / 2 | $32,002 | 2019-01 → 2019-05 |
| T | AT&T Inc. (T) | Telecommunications | 1 | 1 / 0 | $8,001 | 2019-03 → 2019-03 |
| SCCO | Southern Copper Corporation Common Stock | Mining & Metals | 2 | 0 / 2 | $16,001 | 2019-01 → 2019-01 |
| FSK | FS KKR Capital Corp. Common Stock | — | 1 | 0 / 1 | $15,001 | 2019-01 → 2019-01 |
| KHC | The Kraft Heinz Company - Common Stock … | Food & Beverage | 1 | 0 / 1 | $32,501 | 2019-01 → 2019-01 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 1 | 0 / 1 | $32,501 | 2019-01 → 2019-01 |
| NSC | Norfolk Southern Corp | Transportation | 1 | 0 / 1 | $32,501 | 2019-01 → 2019-01 |
| CCT | Corporate Capital Trust, Inc. (CCT) | — | 1 | 0 / 1 | $15,001 | 2019-01 → 2019-01 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2021 | +3.2% | 70 | $584,535 |
| 2020 | -3.1% | 122 | $1,000,561 |
| 2019 | +1.9% | 37 | $401,019 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-06-16 | — | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 | buy | $15,001 – $50,000 | self | record |
| 2026-06-16 | — | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 | buy | $15,001 – $50,000 | self | record |
| 2026-06-16 | — | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 | buy | $15,001 – $50,000 | self | record |
| 2025-10-27 | — | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE | buy | $250,001 – $500,000 | self | record |
| 2025-10-27 | — | UNITED STATES TREAS SER AU- | buy | $100,001 – $250,000 | spouse | record |
| 2025-10-27 | — | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | buy | $100,001 – $250,000 | self | record |
| 2025-10-27 | — | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | buy | $250,001 – $500,000 | self | record |
| 2025-09-17 | PG | Procter & Gamble Company (PG) | sell | $15,001 – $50,000 | self | record |
| 2025-09-17 | PG | Procter & Gamble Company (PG) | sell | $15,001 – $50,000 | self | record |
| 2024-03-01 | NYCB | New York Community Bancorp, Inc. Common Stock (NYCB) | sell | $1,001 – $15,000 | self | record |
| 2024-03-01 | NYCB | New York Community Bancorp, Inc. Common Stock (NYCB) | sell | $1,001 – $15,000 | self | record |
| 2024-02-16 | — | United States Treasury Notes | buy | $100,001 – $250,000 | spouse | record |
| 2024-02-16 | — | United States Treasury Notes | buy | $100,001 – $250,000 | joint | record |
| 2024-01-31 | — | Ruane, Cunniff, & Goldfarb Inc. | sell | $100,001 – $250,000 | self | record |
| 2024-01-23 | — | United States Treasury Notes | buy | $100,001 – $250,000 | self | record |
| 2023-10-24 | — | United States Treasury Notes | buy | $250,001 – $500,000 | self | record |
| 2023-10-24 | — | United States Treasury Notes | buy | $250,001 – $500,000 | self | record |
| 2023-10-09 | KO | Coca-Cola Company (KO) | sell | $15,001 – $50,000 | self | record |
| 2023-02-23 | — | Federal Farm Credit Banks Bond | buy | $100,001 – $250,000 | self | record |
| 2022-09-15 | — | NETAPP INC SR NT | sell | $1,001 – $15,000 | self | record |
| 2022-07-07 | — | KB HOME SR NT 7.500% | sell | $1,001 – $15,000 | self | record |
| 2022-04-08 | WBD | Warner Bros. Discovery, Inc. - Series A (WBD) | exchange | $1,001 – $15,000 | self | record |
| 2022-04-08 | WBD | Warner Bros. Discovery, Inc. - Series A (WBD) | exchange | $1,001 – $15,000 | self | record |
| 2022-04-05 | — | United States Treasury Notes | buy | $100,001 – $250,000 | joint | record |
| 2022-03-31 | — | United States Treasury Notes | buy | $100,001 – $250,000 | spouse | record |
| 2022-03-23 | — | United States Treasury Notes | buy | $250,001 – $500,000 | joint | record |
| 2021-09-16 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | UBS | ubS group Ag Registered Ordinary Shares (ubS) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | TSM | Taiwan Semiconductor Manufacturing Company ltd. (TSM) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | STT | State Street Corporation (STT) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | SBUX | Starbucks Corporation (SbuX) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | SONY | Sony group Corporation American Depositary Shares (SONY) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | SPG | Simon Property group, Inc. (SPg) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | SAP | SAP SE ADS (SAP) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | SPGI | S&P global Inc. (SPgI) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | ORCL | Oracle Corporation (ORCl) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | NVO | Novo Nordisk A/S (NVO) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | MA | Mastercard Incorporated (MA) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | PHG | Koninklijke Philips N.V. NY Registry Shares (PHg) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | INTC | Intel Corporation (INTC) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | HD | Home Depot, Inc. (HD) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | FSLR | First Solar, Inc. (FSlR) | sell | $15,001 – $50,000 | spouse | record |
| 2021-09-16 | EW | Edwards lifesciences Corporation (EW) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | CCEP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | CLNE | Clean Energy Fuels Corp. (ClNE) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | CSCO | Cisco Systems, Inc. (CSCO) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | BBY | best buy Co., Inc. (bbY) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | AY | Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) | sell | $1,001 – $15,000 | spouse | record |
| 2021-09-16 | GOOGL | Alphabet Inc. - Class A (gOOgl) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | UBS | ubS group Ag Registered Ordinary Shares (ubS) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | UBS | ubS group Ag Registered Ordinary Shares (ubS) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | — | Starbucks Corporation (SbuX) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | ORAN | Orange (ORAN) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | ORAN | Orange (ORAN) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | IRM | Iron Mountain Incorporated (IRM) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | IRM | Iron Mountain Incorporated (IRM) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | HON | Honeywell International Inc. (HON) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | HON | Honeywell International Inc. (HON) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | HD | Home depot, Inc. (Hd) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | HD | Home depot, Inc. (Hd) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | EW | Edwards lifesciences Corporation (EW) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | CSCO | Cisco Systems, Inc. (CSCO) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | CSCO | Cisco Systems, Inc. (CSCO) | buy | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | ABB | Abb ltd (Abb) | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-27 | ABB | Abb ltd (Abb) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-30 | PG | Procter & gamble Company (Pg) | buy | $1,001 – $15,000 | self | record |
| 2021-06-04 | XYL | Xylem Inc. Common Stock New (XYl) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | XYL | Xylem Inc. Common Stock New (XYl) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | SONY | Sony group Corporation American depositary Shares (SONY) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | SONY | Sony group Corporation American depositary Shares (SONY) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | SPG | Simon Property group, Inc. (SPg) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | SPG | Simon Property group, Inc. (SPg) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | IRM | Iron Mountain Incorporated (IRM) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | IRM | Iron Mountain Incorporated (IRM) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | GSK | glaxoSmithKline PlC (gSK) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | GSK | glaxoSmithKline PlC (gSK) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | FSLR | First Solar, Inc. (FSlR) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | FSLR | First Solar, Inc. (FSlR) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | BLK | blackRock, Inc. (blK) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | BLK | blackRock, Inc. (blK) | sell | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | BBY | best buy Co., Inc. (bbY) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | BBY | best buy Co., Inc. (bbY) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | AY | Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | AY | Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) | buy | $1,001 – $15,000 | spouse | record |
| 2021-06-04 | GOOGL | Alphabet Inc. - Class A (gOOgl) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | TSM | Taiwan Semiconductor Manufacturing Company ltd. (TSM) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | TSM | Taiwan Semiconductor Manufacturing Company ltd. (TSM) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | STT | State Street Corporation (STT) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | SPG | Simon Property group, Inc. (SPg) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | SPG | Simon Property group, Inc. (SPg) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | HD | Home depot, Inc. (Hd) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | HD | Home depot, Inc. (Hd) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | CCEP | Coca-Cola European Partners plc Ordinary Shares (CCEP) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | CCEP | Coca-Cola European Partners plc Ordinary Shares (CCEP) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | CLNE | Clean Energy Fuels Corp. (ClNE) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | CLNE | Clean Energy Fuels Corp. (ClNE) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-08 | GOOGL | Alphabet Inc. - Class A (gOOgl) | sell | $1,001 – $15,000 | spouse | record |
| 2021-01-31 | — | Ruane, Cunniff & goldfarb, Inc. | sell | $1,001 – $15,000 | self | record |
| 2021-01-31 | — | Ruane, Cunniff & goldfarb, Inc. | sell | $100,001 – $250,000 | self | record |
| 2020-11-10 | AAPL | Apple Inc. (AAPl) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-10 | GOOGL | Alphabet Inc. - Class A (gOOgl) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-10 | ABT | Abbott laboratories (AbT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-10 | ABB | Abb ltd (Abb) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | XYL | Xylem Inc. Common Stock New (XYl) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | XYL | Xylem Inc. Common Stock New (XYl) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | VAW | Vanguard Materials ETF (VAW) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | VAW | Vanguard Materials ETF (VAW) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | UNP | union Pacific Corporation (uNP) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | UNP | union Pacific Corporation (uNP) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | UBS | ubS group Ag Registered Ordinary Shares (ubS) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | UBS | ubS group Ag Registered Ordinary Shares (ubS) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | TSM | Taiwan Semiconductor Manufacturing Company ltd. (TSM) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | STT | State Street Corporation (STT) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | STT | State Street Corporation (STT) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SBUX | Starbucks Corporation (SbuX) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SBUX | Starbucks Corporation (SbuX) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SNE | Sony Corporation (SNE) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SNE | Sony Corporation (SNE) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SKX | Skechers u.S.A., Inc. (SKX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SKX | Skechers u.S.A., Inc. (SKX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SAP | SAP SE AdS (SAP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SAP | SAP SE AdS (SAP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SPGI | S&P global Inc. (SPgI) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | SPGI | S&P global Inc. (SPgI) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | ORAN | Orange (ORAN) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | ORAN | Orange (ORAN) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | ORCL | Oracle Corporation (ORCl) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | ORCL | Oracle Corporation (ORCl) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | NVO | Novo Nordisk A/S (NVO) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | NVO | Novo Nordisk A/S (NVO) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | — | National grid Transco, PlC | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | NGG | National grid Transco, PlC National grid PlC (Ngg) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | MDT | Medtronic plc. Ordinary Shares (MdT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | MDT | Medtronic plc. Ordinary Shares (MdT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | MA | Mastercard Incorporated (MA) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | MA | Mastercard Incorporated (MA) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | LHX | l3Harris Technologies, Inc. (lHX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | LHX | l3Harris Technologies, Inc. (lHX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | PHG | Koninklijke Philips N.V. NY Registry Shares (PHg) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | PHG | Koninklijke Philips N.V. NY Registry Shares (PHg) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | IRM | Iron Mountain Incorporated (IRM) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | IRM | Iron Mountain Incorporated (IRM) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | INVH | Invitation Homes Inc. (INVH) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | INVH | Invitation Homes Inc. (INVH) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | INTC | Intel Corporation (INTC) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | INTC | Intel Corporation (INTC) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | HOLX | Hologic, Inc. (HOlX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | HOLX | Hologic, Inc. (HOlX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | GSK | glaxoSmithKline PlC (gSK) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | GSK | glaxoSmithKline PlC (gSK) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | FLIR | FlIR Systems, Inc. (FlIR) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | FLIR | FlIR Systems, Inc. (FlIR) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | FSLR | First Solar, Inc. (FSlR) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | FSLR | First Solar, Inc. (FSlR) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | FIS | Fidelity National Information Services, Inc. (FIS) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | FIS | Fidelity National Information Services, Inc. (FIS) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | ELAN | Elanco Animal Health Incorporated (ElAN) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | ELAN | Elanco Animal Health Incorporated (ElAN) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | EW | Edwards lifesciences Corporation (EW) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | EW | Edwards lifesciences Corporation (EW) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | COST | Costco Wholesale Corporation (COST) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | COST | Costco Wholesale Corporation (COST) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | CCEP | Coca-Cola European Partners plc Ordinary Shares (CCEP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | CCEP | Coca-Cola European Partners plc Ordinary Shares (CCEP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | BLK | blackRock, Inc. (blK) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | BLK | blackRock, Inc. (blK) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | AAPL | Apple Inc. (AAPl) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | ABT | Abbott laboratories (AbT) | sell | $1,001 – $15,000 | spouse | record |
| 2020-11-05 | ABB | Abb ltd (Abb) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-02 | — | Encompass Health Corp Note | sell | $1,001 – $15,000 | self | record |
| 2020-10-22 | UNH | unitedHealth group Incorporated Common Stock (uNH) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | UNH | unitedHealth group Incorporated Common Stock (uNH) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | UNP | union Pacific Corporation (uNP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | UNP | union Pacific Corporation (uNP) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | UBS | ubS group Ag Registered Ordinary Shares (ubS) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | UBS | ubS group Ag Registered Ordinary Shares (ubS) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | TSM | Taiwan Semiconductor Manufacturing Company ltd. (TSM) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | — | Taiwan Semiconductor | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | SNE | Sony Corporation (SNE) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | SNE | Sony Corporation (SNE) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | SKX | Skechers u.S.A., Inc. (SKX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | ORCL | Oracle Corporation (ORCl) | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | NGG | National grid Transco, PlC National grid PlC (Ngg) | buy | $1,001 – $15,000 | spouse | record |
| 2020-10-22 | NGG | National grid Transco, PlC National grid PlC (Ngg) | buy | $1,001 – $15,000 | spouse | record |