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Jake Auchincloss, official portrait

Jake Auchincloss

Rep. (D-MA-4)

Disclosed trades
8
Purchases
0
Sales
8
Stocks traded
1
Likely still held
0
Latest trade
May 18, 2026
Latest filing
May 25, 2026

Stocks traded

1 ticker, with the latest disclosed action
STTState Street CorporationSoldMay 18, 2026

Reported holdings

116 assets listed

As reported in their 2025 annual disclosure, filed Apr 9, 2026.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

STTState Street CorporationSpouse · Fidelity Brokerage - MG$50,001 - $100,000STTState Street Corporation$1,000,000FIWFirst Trust Water ETFMerrill Lynch Brokerage - JA$15,001 - $50,000ESGDiShares ESG Aware MSCI EAFE ETFMerrill Lynch Brokerage - JA$15,001 - $50,000ESGEiShares ESG Aware MSCI EM ETFMerrill Lynch Brokerage - JANoneESMLiShares ESG Aware MSCI USA Small-Cap ETFMerrill Lynch Brokerage - JA$50,001 - $100,000EAGGiShares ESG Aware U.S. Aggregate Bond ETFMerrill Lynch Brokerage - JANoneSUSAiShares ESG Optimized MSCI USA ETFMerrill Lynch Brokerage - JA$100,001 - $250,000SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETFMerrill Lynch Brokerage - JA$100,001 - $250,000VSGXVanguard ESG International Stock ETFMerrill Lynch Brokerage - JA$50,001 - $100,000ESGVVanguard ESG U.S. Stock ETFMerrill Lynch Brokerage - JA$15,001 - $50,000FIWFirst Trust Water ETFSpouse · Merrill Lynch Brokerage - MG$15,001 - $50,000ESGDiShares ESG Aware MSCI EAFE ETFSpouse · Merrill Lynch Brokerage - MG$15,001 - $50,000ESGEiShares ESG Aware MSCI EM ETFSpouse · Merrill Lynch Brokerage - MGNoneESMLiShares ESG Aware MSCI USA Small-Cap ETFSpouse · Merrill Lynch Brokerage - MG$15,001 - $50,000EAGGiShares ESG Aware U.S. Aggregate Bond ETFSpouse · Merrill Lynch Brokerage - MGNoneSUSAiShares ESG Optimized MSCI USA ETFSpouse · Merrill Lynch Brokerage - MG$50,001 - $100,000SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETFSpouse · Merrill Lynch Brokerage - MG$50,001 - $100,000ESGVVanguard ESG U.S. Stock ETFSpouse · Merrill Lynch Brokerage - MG$1,001 - $15,000LCTUMerrill Lynch Individual Acct - DC1 ⇒ BlackRock U.S. Carbon Transition Readiness ETFDependent child · Merrill Lynch Individual Acct - DC1NoneUSXFMerrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI USA ETFDependent child · Merrill Lynch Individual Acct - DC1$15,001 - $50,000ESGEiShares ESG Aware MSCI EM ETFDependent child · Merrill Lynch Individual Acct - DC1$15,001 - $50,000ESGUiShares ESG Aware MSCI USA ETFDependent child · Merrill Lynch Individual Acct - DC1$15,001 - $50,000DSIiShares ESG MSCI KLD 400 ETFDependent child · Merrill Lynch Individual Acct - DC1$15,001 - $50,000
Show 31 more listed stocks and funds
LCTUMerrill Lynch Individual Acct - DC2 ⇒ BlackRock U.S. Carbon Transition Readiness ETFDependent child · Merrill Lynch Individual Acct - DC2NoneUSXFMerrill Lynch Individual Acct - DC2 ⇒ iShares ESG Advanced MSCI USA ETFDependent child · Merrill Lynch Individual Acct - DC2$15,001 - $50,000ESGEiShares ESG Aware MSCI EM ETFDependent child · Merrill Lynch Individual Acct - DC2$1,001 - $15,000ESGUiShares ESG Aware MSCI USA ETFDependent child · Merrill Lynch Individual Acct - DC2$15,001 - $50,000DSIiShares ESG MSCI KLD 400 ETFDependent child · Merrill Lynch Individual Acct - DC2$15,001 - $50,000IEMGiShares Core MSCI Emerging Markets ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000IVViShares Core S&P 500 ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000EFGiShares MSCI EAFE Growth ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000EFViShares MSCI EAFE Value ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000EMXCiShares MSCI Emerging Markets ex China ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000MTUMiShares MSCI USA Momentum Factor ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000QUALiShares MSCI USA Quality Factor ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000IVWiShares S&P 500 Growth ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000IVEiShares S&P 500 Value ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000DYNFiShares U.S. Equity Factor Rotation Active ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000IYWiShares U.S. Technology ETFDependent child · Merrill Lynch Individual Acct - DC3$1,001 - $15,000FIWFirst Trust Water ETFSpouse · Merrill Lynch IRA - MG$1,001 - $15,000ESGDiShares ESG Aware MSCI EAFE ETFSpouse · Merrill Lynch IRA - MG$15,001 - $50,000ESGEiShares ESG Aware MSCI EM ETFSpouse · Merrill Lynch IRA - MG$1,001 - $15,000SUSAiShares ESG Optimized MSCI USA ETFSpouse · Merrill Lynch IRA - MG$50,001 - $100,000SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETFSpouse · Merrill Lynch IRA - MG$15,001 - $50,000LCTUMerrill Lynch Roth IRA - JA ⇒ BlackRock U.S. Carbon Transition Readiness ETFMerrill Lynch Roth IRA - JANoneUSXFMerrill Lynch Roth IRA - JA ⇒ iShares ESG Advanced MSCI USA ETFMerrill Lynch Roth IRA - JA$15,001 - $50,000ESGEiShares ESG Aware MSCI EM ETFMerrill Lynch Roth IRA - JA$1,001 - $15,000ESGUiShares ESG Aware MSCI USA ETFMerrill Lynch Roth IRA - JA$15,001 - $50,000DSIiShares ESG MSCI KLD 400 ETFMerrill Lynch Roth IRA - JA$15,001 - $50,000FIWFirst Trust Water ETFSpouse · Merrill Lynch Roth IRA - MG$15,001 - $50,000ESGDiShares ESG Aware MSCI EAFE ETFSpouse · Merrill Lynch Roth IRA - MG$50,001 - $100,000ESGEiShares ESG Aware MSCI EM ETFSpouse · Merrill Lynch Roth IRA - MG$15,001 - $50,000SUSAiShares ESG Optimized MSCI USA ETFSpouse · Merrill Lynch Roth IRA - MG$100,001 - $250,000SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETFSpouse · Merrill Lynch Roth IRA - MG$100,001 - $250,000

Other reported assets (61)

  • Bank of America Checking - MGSpouse$15,001 - $50,000
  • Bank of America Savings - MGSpouse$50,001 - $100,000
  • USAA Checking & Savings$15,001 - $50,000
  • USAA Checking - JointJoint$1,001 - $15,000
  • USAA Savings - JointJoint$1,001 - $15,000
  • USAA Savings DC1Dependent child$1,001 - $15,000
  • USAA Savings DC2Dependent child$1,001 - $15,000
  • USAA Savings DC3Dependent child$1,001 - $15,000
  • 529 DC1 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX)Dependent child$50,001 - $100,000
  • 529 DC1 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX)Dependent child$50,001 - $100,000
  • 529 DC1 ⇒ Capital World Growth and Income Fund - Class 529-F-2 (FCWGX)Dependent child$50,001 - $100,000
  • 529 DC1 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX)Dependent child$50,001 - $100,000
Show 49 more
  • 529 DC1 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)Dependent child$50,001 - $100,000
  • 529 DC2 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX)Dependent child$50,001 - $100,000
  • 529 DC2 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX)Dependent child$50,001 - $100,000
  • 529 DC2 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX)Dependent child$15,001 - $50,000
  • 529 DC2 ⇒ New World Fund, Inc. - Class 529-F-2 (FNFWX)Dependent child$15,001 - $50,000
  • 529 DC2 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX)Dependent child$15,001 - $50,000
  • 529 DC2 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)Dependent child$15,001 - $50,000
  • 529 DC3 ⇒ AMCAP Fund - Class 529-F-2 (FMMMX)Dependent child$15,001 - $50,000
  • 529 DC3 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX)Dependent child$50,001 - $100,000
  • 529 DC3 ⇒ Capital Income Builder - Class 529-F-2 (FBCIX)Dependent child$15,001 - $50,000
  • 529 DC3 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX)Dependent child$15,001 - $50,000
  • 529 DC3 ⇒ The Bond Fund of America - Class 529-F-2 (FFBOX)Dependent child$15,001 - $50,000
  • 529 DC3 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)Dependent child$15,001 - $50,000
  • Fidelity - State Street Salary Savings Program ⇒ State Street Target Retirement 2050 Fund Class K (SSDLX)Spouse$50,001 - $100,000
  • Fidelity Brokerage - MG ⇒ Deferred Unit - State Street Corporation Common Stock (STT) [OT] Corporation.Spouse$100,001 - $250,000
  • Fidelity Brokerage - MG ⇒ Fidelity Government Money Market Fund (SPAXX)Spouse$1 - $1,000
  • Fidelity Brokerage - MG ⇒Spouse
  • Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) [RS] Corporation.Spouse$250,001 - $500,000
  • Fidelity Health Savings Account ⇒ FDIC Insured Deposit at Wells Fargo HSASpouse$1,001 - $15,000
  • Merrill Lynch Brokerage - JA ⇒ Ariel Fund Instl Cl (ARAIX)$15,001 - $50,000
  • Merrill Lynch Brokerage - JA ⇒ Domini Impact Bond Fund Institutional Shares (DSBIX)None
  • Merrill Lynch Brokerage - JA ⇒ Hartford Schroders International Stock Fund (SCIEX)$1,001 - $15,000
  • Merrill Lynch Brokerage - JA ⇒ ML Bank Deposit Program$100,001 - $250,000
  • Merrill Lynch Brokerage - JA ⇒ PIMCO Total Return ESG Fund Institutional Class (PTSAX)None
  • Merrill Lynch Brokerage - JA ⇒ SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX)None
  • Merrill Lynch Brokerage - MG ⇒ Ariel Fund Instl Cl (ARAIX)Spouse$1,001 - $15,000
  • Merrill Lynch Brokerage - MG ⇒ Domini Impact Bond Fund Institutional Shares (DSBIX)SpouseNone
  • Merrill Lynch Brokerage - MG ⇒ Hartford Schroders International Stock Fund (SCIEX)Spouse$15,001 - $50,000
  • Merrill Lynch Brokerage - MG ⇒ ML Bank Deposit ProgramSpouse$1,001 - $15,000
  • Merrill Lynch Brokerage - MG ⇒ PIMCO Total Return ESG Fund Institutional Class (PTSAX)SpouseNone
  • Merrill Lynch Brokerage - MG ⇒ SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX)SpouseNone
  • Merrill Lynch Individual Acct - DC1 ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)Dependent childNone
  • Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF)Dependent child$15,001 - $50,000
  • Merrill Lynch Individual Acct - DC1 ⇒ ML Bank Deposit ProgramDependent child$1,001 - $15,000
  • Merrill Lynch Individual Acct - DC2 ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)Dependent childNone
  • Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF)Dependent child$1,001 - $15,000
  • Merrill Lynch Individual Acct - DC2 ⇒ ML Bank Deposit ProgramDependent child$1,001 - $15,000
  • Merrill Lynch Individual Acct - DC3 ⇒ ML Bank Deposit ProgramDependent child$1,001 - $15,000
  • Merrill Lynch IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX)Spouse$15,001 - $50,000
  • Merrill Lynch IRA - MG ⇒ Calvert Small Cap Fund Class I (CSVIX)SpouseNone
  • Merrill Lynch IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX)Spouse$15,001 - $50,000
  • Merrill Lynch IRA - MG ⇒ ML Bank Deposit ProgramSpouse$1,001 - $15,000
  • Merrill Lynch Roth IRA - JA ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)None
  • Merrill Lynch Roth IRA - JA ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF)$15,001 - $50,000
  • Merrill Lynch Roth IRA - JA ⇒ ML Bank Deposit Program$1 - $1,000
  • Merrill Lynch Roth IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX)Spouse$100,001 - $250,000
  • Merrill Lynch Roth IRA - MG ⇒ Calvert Small Cap Fund Class I (CSVIX)SpouseNone
  • Merrill Lynch Roth IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX)Spouse$50,001 - $100,000
  • Merrill Lynch Roth IRA - MG ⇒ ML Bank Deposit ProgramSpouse$15,001 - $50,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
May 18, 2026State Street CorporationSTTSale$15,001 - $50,000May 25, 20267 days
Feb 17, 2026State Street CorporationSTTSale$15,001 - $50,000Feb 20, 20263 days
Nov 17, 2025State Street CorporationSTTSale$15,001 - $50,000Nov 19, 20252 days
Aug 18, 2025State Street CorporationSTTSale$15,001 - $50,000Aug 28, 202510 days
May 16, 2025State Street CorporationSTTSale$15,001 - $50,000May 23, 20257 days
Feb 18, 2025State Street CorporationSTTSale (Full)$15,001 - $50,000Feb 21, 20253 days
Nov 18, 2024State Street CorporationSTTSale (Full)$15,001 - $50,000Nov 21, 20243 days
Aug 16, 2024State Street CorporationSTTSale (Partial)$15,001 - $50,000Aug 21, 20245 days

Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.