47 assets, filed May 15, 2026 (FD Original).
11/15/2026 NTS NOTE
Government security · Fidelity Rollover IRA SP
None
11/15/2026 NTS NOTE
Government security · Judith S. Clark Irrevocable Trust
$15,001 - $50,000
11/15/2026 NTS NOTE
Government security · Katherine M. Clark Separate Share Trust
$1,001 - $15,000
11/15/2026; NTS NOTE
Government security · Katherine M. Clark Separate Share Trust
$15,001 - $50,000
T
AT&T Inc. · Stock (public) · Katherine M. Clark Separate Share Trust
$15,001 - $50,000
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public)
$250,000
AAPL
Apple Inc. · Stock (public)
$1,000,000
AAPL
Apple Inc. · Stock (public)
$500,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public)
$500,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public)
$250,000
Capital One Savings Account
Bank/brokerage account · Joint
$1,001 - $15,000
CSCO
Cisco Systems, Inc. · Stock (public)
$100,000
CSCO
Cisco Systems, Inc. · Stock (public) · Katherine M. Clark Separate Share Trust
$1 - $1,000
DC Co-op
Real property · Joint
$500,001 - $1,000,000
Eastern Bank Account
Bank/brokerage account · Joint
$15,001 - $50,000
Family Home (non-primary)
Real property · Joint
$1,000,001 - $5,000,000
FBGKX
Fidelity Blue Chip Growth Fund Class K · Mutual fund · Massachusetts BBO Elective Deferral Plan SP
None
FDRXX
Fidelity Cash Reserves · Mutual fund
$500,000
FDRXX
Fidelity Cash Reserves · Mutual fund
$250,000
FDRXX
Fidelity Cash Reserves · Mutual fund
$250,000
FDRXX
Fidelity Cash Reserves · Mutual fund
$250,000
FFFEX
Fidelity Freedom 2030 Fund · Mutual fund
$250,000
FFFEX
Fidelity Freedom 2030 Fund · Mutual fund
$250,000
FSLEX
Fidelity Select Environmental and Alternative Energy Ptf · Mutual fund · Massachusetts BBO Elective Deferral Plan SP
$1,001 - $15,000
IBM
International Business Machines Corporation · Stock (public) · Katherine M. Clark Separate Share Trust
$15,001 - $50,000
JPM
JP Morgan Chase & Co. · Stock (public)
$250,000
MSFT
Microsoft Corporation · Stock (public)
$250,000
MSFT
Microsoft Corporation · Stock (public) · Katherine M. Clark Separate Share Trust
$15,001 - $50,000
OAKMX
Oakmark Fund Investor Class · Mutual fund · Katherine M. Clark Separate Share Trust
$1,001 - $15,000
PERAdvantage US Large Cap Stock
Mutual fund
$250,000
PFE
Pfizer, Inc. · Stock (public) · Katherine M. Clark Separate Share Trust
None
Ruane, Cunniff, & Goldfarb Inc.
Hedge fund
$250,000
SPY
SPDR S&P 500 · Exchange-traded fund
$250,000
SPY
SPDR S&P 500 · Exchange-traded fund
$5,000,000
SPY
SPDR S&P 500 · Exchange-traded fund
$250,000
SPY
SPDR S&P 500 · Exchange-traded fund
$100,000
SPY
SPDR S&P 500 · Exchange-traded fund
$500,000
SCHF
Schwab International Equity ETF · Exchange-traded fund · Katherine M. Clark Separate Share Trust
$1,001 - $15,000
SEQUX
Sequoia Fund · Mutual fund · Joint
$500,001 - $1,000,000
SPY
State Street SPDR S&P 500 ETF Trust · Exchange-traded fund
$500,000
UNITED STATES TREAS SER AU-2026; 4.625%;
$250,000
UNITED STATES TREAS SER AU-2026; 4.625%;
$500,000
UNITED STATES TREAS SER AU-2026; 4.625%;
$250,000
UNITED STATES TREAS SER AU-2026; 4.625%;
$500,000
VTWO
Vanguard Russell 2000 ETF · Exchange-traded fund · Katherine M. Clark Separate Share Trust
$1,001 - $15,000
DIS
Walt Disney Company · Stock (public) · Judith S. Clark Irrevocable Trust
None
DIS
Walt Disney Company · Stock (public) · Katherine M. Clark Separate Share Trust
None