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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

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TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
WK

William R. Keating

U.S. House·MA·last disclosed 2026-05-18
Disclosed book · year-end value
$3.39M
midpoint est. · $1.89M+ — not market value
88 holdings · $1.09M equity · $2.30M non-equity
Our verdict on their book · $-weighted, equity only
Buy15.5%Hold12.5%Sell0.7%Not covered71.3%
Disclosed trades
185
Buys · Sells
123 · 62
Median reporting lag
19d
avg 24d to disclose
Last disclosed
2026-05-18
Trade cadence · buys above, sells below · last 12 mo
Jan ’25
Feb
Mar
May
Jun
Aug
Dec
Jan ’26
Feb
Mar
Apr
May

What William R. Keating owns now

Year-end holdings from their latest annual disclosure · 88 holdings · as of 2023

C
corporate note COM OF MASS RETIREMENTnon-equity
$100K–$250K5%
T
Tax-Deferred FIDELITY 500 INDnon-equity
$100K–$250K5%
FI
FIQZX
$100K–$250K5%
No call
D
Dividends Not Applicable FIDELITY CONTRA FUNDnon-equity
$100K–$250K5%
T
Tax-Deferred FIDELITYCASH RESERVESnon-equity
$100K–$250K5%
FT
FTXSX
$150K+5%
No call
T
Tax-Deferred VANGUARD INT TAX EXCEMPTnon-equity
$100K–$250K5%
T
Tax-Deferred Baird aggregate bond Instnon-equity
$100K+3%
▸Show all 88 holdings
MV
MVTIX
$100K+3%
No call
T
Tax-Deferred BLACKROCK STRAT INC OPPnon-equity
$50.0K–$100K2%
F
FIDELITY ADVISOR INTL SMALL CAPnon-equity
$50.0K–$100K2%
T
Tax-Deferred ISHARES S&P 500 VALUE INDEXnon-equity
$50.0K–$100K2%
T
Tax-Deferred ishares tr bondsnon-equity
$50.0K–$100K2%
T
Tax-Deferred mercer non US core equitynon-equity
$50.0K–$100K2%
NL
NLSIX
$50.0K–$100K2%
No call
TS
TSEGX
$50.0K–$100K2%
No call
T
Tax-Deferred TRANS AMERICA MID CAPnon-equity
$50.0K–$100K2%
A
AMERICAN EURO PACIFICnon-equity
$50.0K–$100K2%
A
AbbVie inc corp notenon-equity
$15.0K–$50.0K1%
T
Tax-Deferred ALPHABET INC CAPnon-equity
$15.0K–$50.0K1%
AM
AMZN
$15.0K–$50.0K1%
FV $280.00 · Jun '26Buy
T
Tax-Deferred ANTHEM INC. NOTEnon-equity
$15.0K–$50.0K1%
1
1,000 BENTON DICKINSONnon-equity
$15.0K–$50.0K1%
T
Tax-Deferred ECOFIN GLOBAL RENEWABLESnon-equity
$15.0K–$50.0K1%
ET
ET
$15.0K–$50.0K1%
FV $21.00 · Jun '26Buy
GR
GRHIX
$15.0K–$50.0K1%
No call
T
Tax-Deferred GOLDMAN SACHS GRPnon-equity
$15.0K–$50.0K1%
T
Tax-Deferred GOLDMAN SACHS HIGH YIELDnon-equity
$15.0K–$50.0K1%
P
PURCHASE IRA ISHARES EDGE MULTIFACTOR INTnon-equity
$15.0K–$50.0K1%
IM
IMCV
$15.0K–$50.0K1%
No call
T
Tax-Deferred ISHARES TR CORE MCInon-equity
$15.0K–$50.0K1%
J
jp morgan chase notenon-equity
$15.0K–$50.0K1%
T
Tax-Deferred microsoft corporate notenon-equity
$15.0K–$50.0K1%
MS
MSFT
$15.0K–$50.0K1%
FV $430.00 · Jun '26Buy
T
Tax-Deferred MORGAN STANLEY MTNnon-equity
$15.0K–$50.0K1%
PE
PEP
$15.0K–$50.0K1%
FV $140.00 · Jun '26Hold
T
Tax-Deferred pimco etf enhanced short maturitynon-equity
$15.0K–$50.0K1%
SH
SHRIX
$15.0K–$50.0K1%
No call
HS
HSNIX
$15.0K–$50.0K1%
No call
T
Tax-Deferred tmobile usa inc notenon-equity
$15.0K–$50.0K1%
C
corporate note TOUCHSTONE SANDS CAP EMERGING MKTS GROWTH INSTnon-equity
$15.0K–$50.0K1%
T
Tax-Deferred TROWE PRICE MIDCAP GROWTHnon-equity
$15.0K–$50.0K1%
T
Tax-Deferred U.S. Treasury notenon-equity
$15.0K–$50.0K1%
2
2,500 union corp inc notenon-equity
$15.0K–$50.0K1%
HY
HYD
$15.0K–$50.0K1%
No call
T
Tax-Deferred VANGUARD 500 INDEXnon-equity
$15.0K–$50.0K1%
1
1,000 VANGUARD TAX MANAGED BALANCEDnon-equity
$15.0K–$50.0K1%
W
WALGEENS COnon-equity
$15.0K–$50.0K1%
AC
ACN
$1.00K–$15.0K0%
FV $150.00 · Jul '26Buy
AB
ABNB
$1.00K–$15.0K0%
Hold
AM
AMH
$1.00K–$15.0K0%
Hold
AR
ARMK
$1.00K–$15.0K0%
FV $56.00 · Jun '26Hold
BJ
BJ
$1.00K–$15.0K0%
FV $100.00 · Jun '26Buy
T
Tax-Deferred CACI INT INCnon-equity
$1.00K–$15.0K0%
T
Tax-Deferred capital one finl corp notenon-equity
$1.00K–$15.0K0%
C
corporate note CATERPILLAR INCnon-equity
$1.00K–$15.0K0%
F
fixed coupon cdw corp comnon-equity
$1.00K–$15.0K0%
CM
CMCSA
$1.00K–$15.0K0%
FV $33.00 · Jun '26Buy
T
Tax-Deferred GENERAL MOTORS FINnon-equity
$1.00K–$15.0K0%
IC
ICE
$1.00K–$15.0K0%
FV $150.00 · Jun '26Buy
IN
INTU
$1.00K–$15.0K0%
FV $300.00 · Jun '26Buy
J
J
$1.00K–$15.0K0%
Buy
JA
JAGG
$1.00K–$15.0K0%
No call
T
Tax-Deferred LAM RESEARCH GRPnon-equity
$1.00K–$15.0K0%
LO
LOW
$1.00K–$15.0K0%
FV $230.00 · Jun '26Hold
MA
MA
$1.00K–$15.0K0%
FV $575.00 · Jun '26Buy
MC
MCK
$1.00K–$15.0K0%
FV $845.00 · Jul '26Buy
T
Tax-Deferred mercer non us core equity fundsnon-equity
$1.00K–$15.0K0%
B
bond fund Merck & Company, Inc. Common Stock Ex-Distribution When Issued (MRK.V)non-equity
$1.00K–$15.0K0%
MC
MCO
$1.00K–$15.0K0%
FV $470.00 · Jun '26Hold
NO
NOC
$1.00K–$15.0K0%
FV $550.00 · Jun '26Hold
PA
PANW
$1.00K–$15.0K0%
Hold
T
Tax-Deferred PNC FINANCIALnon-equity
$1.00K–$15.0K0%
PG
PG
$1.00K–$15.0K0%
FV $150.00 · Jun '26Hold
QC
QCOM
$1.00K–$15.0K0%
FV $200.00 · Jun '26Hold
T
Tax-Deferred Servicenow income comnon-equity
$1.00K–$15.0K0%
SP
SPEM
$1.00K–$15.0K0%
No call
T
Tax-Deferred SPDR SCR TR MSCI USA STRATEGICnon-equity
$1.00K–$15.0K0%
TD
TDG
$1.00K–$15.0K0%
FV $1,400.00 · Jun '26Hold
UR
URI
$1.00K–$15.0K0%
FV $930.00 · Jun '26Hold
UN
UNH
$1.00K–$15.0K0%
FV $320.00 · Jun '26Sell
T
Tax-Deferred US AIRWAYS RETIREMENTnon-equity
$1.00K–$15.0K0%
T
Tax-Deferred VANGUARD BALANCED INDEXnon-equity
$1.00K–$15.0K0%
T
Tax-Deferred VEEVA SYST INCnon-equity
$1.00K–$15.0K0%
VE
VEEV
$1.00K–$15.0K0%
FV $185.00 · Jun '26Buy
VR
VRTX
$1.00K–$15.0K0%
Hold
AZ
AZO
$1.00K–$15.0K0%
FV $3,050.00 · Jun '26Hold
T
Tax-Deferred VANGUARD FEDERAL MONEY MKTnon-equity
$1.00–$1.00K0%

Reported asset value, disclosed ranges · how we built this

What William R. Keating did

185 disclosed trades

2026-05-18—05/28/2026Buy
$1.00K–$15.0K
18d lagtraded 2026-04-30PTR ↗
2026-05-18—05/15/2030Buy
$1.00K–$15.0K
10d lagtraded 2026-05-08PTR ↗
2026-05-18—04/22/2036Buy
$1.00K–$15.0K
10d lagtraded 2026-05-08PTR ↗
2026-05-18—05/01/2030 CALL MAKE WHOLEBuy
$1.00K–$15.0K
10d lagtraded 2026-05-08PTR ↗
2026-05-18—08/16/2028Buy
$1.00K–$15.0K
19d lagtraded 2026-04-29PTR ↗
2026-05-18—10/01/2035Buy
$1.00K–$15.0K
10d lagtraded 2026-05-08PTR ↗
2026-05-18—07/15/2033Buy
$1.00K–$15.0K
31d lagtraded 2026-04-17PTR ↗
2026-05-18—03/21/2034 CALL MAKE WHOLESell
$15.0K–$50.0K
12d lagtraded 2026-05-06PTR ↗
2026-04-13—04/28/2026Buy
$50.0K–$100K
18d lagtraded 2026-03-26PTR ↗
2026-03-16—11/15/2035Buy
$1.00K–$15.0K
24d lagtraded 2026-02-20PTR ↗
2026-03-16—03/15/2034Buy
$1.00K–$15.0K
24d lagtraded 2026-02-20PTR ↗
2026-03-16—03/24/2026Buy
$1.00K–$15.0K
24d lagtraded 2026-02-20PTR ↗
2026-02-26—03/24/2026Buy
$1.00K–$15.0K
22d lagtraded 2026-02-04PTR ↗
2026-02-26—05/15/2030Buy
$1.00K–$15.0K
22d lagtraded 2026-02-04PTR ↗
2026-02-06—03/24/2026Buy
$1.00K–$15.0K
29d lagtraded 2026-01-08PTR ↗
2026-02-06—03/24/2026Buy
$1.00K–$15.0K
11d lagtraded 2026-01-26PTR ↗
2025-12-16—10/15/2030Sell
$1.00K–$15.0K
11d lagtraded 2025-12-05PTR ↗
2025-09-04—10/01/2035Buy
$1.00K–$15.0K
17d lagtraded 2025-08-18PTR ↗
2025-06-23—11/03/2025Sell
$1.00K–$15.0K
39d lagtraded 2025-05-15PTR ↗
2025-06-23—07/18/2032Sell
$1.00K–$15.0K
14d lagtraded 2025-06-09PTR ↗
2025-03-21—11/10/2028 CALL MAKE WHOLEBuy
$1.00K–$15.0K
15d lagtraded 2025-03-06PTR ↗
2025-03-21BJ06051GLC1 BJ's Wholesale Club Holdings, Inc. Common StockSell
$1.00K–$15.0K
18d lagtraded 2025-03-03PTR ↗
2025-03-21—08/10/2026 CALL MAKE WHOLEBuy
$15.0K–$50.0K
21d lagtraded 2025-02-28PTR ↗
2025-03-21—07/24/2029Buy
$1.00K–$15.0K
15d lagtraded 2025-03-06PTR ↗
2025-02-25ACNAccenture plc Class A Ordinary SharesBuy
$1.00K–$15.0K
20d lagtraded 2025-02-05PTR ↗
2025-02-25ARMKBill's IRA Aramark Common StockBuy
$1.00K–$15.0K
20d lagtraded 2025-02-05PTR ↗
2025-02-25—05/13/2034Buy
$15.0K–$50.0K
19d lagtraded 2025-02-06PTR ↗
2025-02-25CSGP191216DR8 CoStar Group, Inc. - Common StockBuy
$1.00K–$15.0K
35d lagtraded 2025-01-21PTR ↗
2025-02-25—10/15/2032Buy
$1.00K–$15.0K
19d lagtraded 2025-02-06PTR ↗
2025-02-25KLAC37045VAZ3 KLA Corporation - Common StockBuy
$1.00K–$15.0K
32d lagtraded 2025-01-24PTR ↗
2025-02-25LRCXBill's IRA Lam Research Corporation - Common StockSell
$1.00K–$15.0K
32d lagtraded 2025-01-24PTR ↗
2025-02-25MSFTBill's IRA Microsoft Corporation - Common StockBuy
$1.00K–$15.0K
20d lagtraded 2025-02-05PTR ↗
2025-02-25PEPBill's IRA Pepsico, Inc.Buy
$1.00K–$15.0K
20d lagtraded 2025-02-05PTR ↗
2025-02-25—03/21/2034 CALL MAKE WHOLEBuy
$15.0K–$50.0K
19d lagtraded 2025-02-06PTR ↗
2025-02-25—01/24/2031 CALL MAKE WHOLEBuy
$15.0K–$50.0K
19d lagtraded 2025-02-06PTR ↗
2025-01-15ABNBAirbnb, Inc. - Class A Common StockSell
$1.00K–$15.0K
8d lagtraded 2025-01-07PTR ↗
2025-01-15AMZNBill's IRA Amazon.com, Inc. - Common StockBuy
$1.00K–$15.0K
8d lagtraded 2025-01-07PTR ↗
2025-01-15—Bill's IRA Fiserv, Inc. Common StockBuy
$1.00K–$15.0K
8d lagtraded 2025-01-07PTR ↗
2024-11-06GOOGLAlphabet Inc. - Class A Common StockBuy
$1.00K–$15.0K
6d lagtraded 2024-10-31PTR ↗
2024-11-06AMZNBill's IRA Amazon.com, Inc. - Common StockBuy
$1.00K–$15.0K
6d lagtraded 2024-10-31PTR ↗
2024-11-06AMTMBill's IRA Amentum Holdings, Inc. Common StockSell
$1.00K–$15.0K
6d lagtraded 2024-10-31PTR ↗
2024-11-06—05/03/2027Sell
$1.00K–$15.0K
28d lagtraded 2024-10-09PTR ↗
2024-11-06MSFT548661DP9 Microsoft Corporation - Common StockBuy
$1.00K–$15.0K
6d lagtraded 2024-10-31PTR ↗
2024-11-06QCOMBill's IRA QUALCOMM Incorporated - Common StockBuy
$1.00K–$15.0K
6d lagtraded 2024-10-31PTR ↗
2024-09-24—03/05/2029 CALL MAKE WHOLESell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—12/15/2024Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24CAT075887BF5 Caterpillar, Inc. Common StockSell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—10/15/2030Sell
$15.0K–$50.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—12/01/2027Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—10/15/2032Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—07/24/2029Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—05/03/2027Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—05/15/2033Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—11/03/2025Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24NXPI594918BJ2 NXP Semiconductors N.V. - Common StockSell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—07/18/2032Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—02/01/2028Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—09/10/2028Sell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—05/15/2032 NTS NOTESell
$15.0K–$50.0K
13d lagtraded 2024-09-11PTR ↗
2024-09-24—12/03/2029 SER C NOTE CALL MAKE WHOLESell
$1.00K–$15.0K
13d lagtraded 2024-09-11PTR ↗
2024-06-21—10/21/2026Sell
$15.0K–$50.0K
23d lagtraded 2024-05-29PTR ↗
2024-06-21—07/24/2029Buy
$15.0K–$50.0K
28d lagtraded 2024-05-24PTR ↗
2024-06-21—02/01/2028Buy
$15.0K–$50.0K
15d lagtraded 2024-06-06PTR ↗
2024-05-22ACNAccenture plc Class A Ordinary SharesSell
$1.00K–$15.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22ABNBBill's IRA Airbnb, Inc. - Class A Common StockSell
$1.00K–$15.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22GOOGLBill's IRA Alphabet Inc. - Class A Common StockSell
$1.00K–$15.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22AMZNBill's IRA Amazon.com, Inc. - Common StockBuy
$15.0K–$50.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22AZOBill's IRA AutoZone, Inc. Common StockSell
$1.00K–$15.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22CVSBill's IRA CVS Health Corporation Common StockSell
$1.00K–$15.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22JJacobs Solutions Inc. Common StockSell
$1.00K–$15.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22LOWBill's IRA Lowe's Companies, Inc. Common StockSell
$1.00K–$15.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22—07/01/2027Sell
$15.0K–$50.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-22MSFT58013MFP4 Microsoft Corporation - Common StockSell
$1.00K–$15.0K
5d lagtraded 2024-05-17PTR ↗
2024-05-02—03/15/2034Buy
$15.0K–$50.0K
36d lagtraded 2024-03-27PTR ↗
2024-05-02—01/23/2025Sell
$15.0K–$50.0K
36d lagtraded 2024-03-27PTR ↗
2024-05-02—04/15/2030Buy
$1.00K–$15.0K
21d lagtraded 2024-04-11PTR ↗
2024-03-12—02/01/2031Sell
$15.0K–$50.0K
33d lagtraded 2024-02-08PTR ↗
2024-03-12BA097023DC6 Boeing CompanySell
$1.00K–$15.0K
13d lagtraded 2024-02-28PTR ↗
2024-03-12—10/30/2031Buy
$1.00K–$15.0K
5d lagtraded 2024-03-07PTR ↗
2024-03-12TDG14040HDC6 Transdigm Group Incorporated Common StockBuy
$1.00K–$15.0K
13d lagtraded 2024-02-28PTR ↗
2024-03-12URIBill's IRA United Rentals, Inc. Common StockSell
$1.00K–$15.0K
13d lagtraded 2024-02-28PTR ↗
2024-02-05—02/15/2030 CALL MAKE WHOLESell
$15.0K–$50.0K
18d lagtraded 2024-01-18PTR ↗
2024-02-05—11/10/2028 CALL MAKE WHOLEBuy
$15.0K–$50.0K
18d lagtraded 2024-01-18PTR ↗
2024-02-05—11/03/2025Buy
$15.0K–$50.0K
3d lagtraded 2024-02-02PTR ↗
2024-02-05PANW594918BJ2 Palo Alto Networks, Inc.Buy
$1.00K–$15.0K
12d lagtraded 2024-01-24PTR ↗
2024-02-05—09/10/2028Buy
$15.0K–$50.0K
11d lagtraded 2024-01-25PTR ↗
2024-01-16—02/01/2031Buy
$15.0K–$50.0K
filed 123d latetraded 2023-09-15PTR ↗
2024-01-16—09/13/2029Sell
$15.0K–$50.0K
filed 125d latetraded 2023-09-13PTR ↗
2024-01-16—01/09/2024Buy
$1.00K–$15.0K
18d lagtraded 2023-12-29PTR ↗
2023-09-28—097023DC6Buy
$15.0K–$50.0K
13d lagtraded 2023-09-15PTR ↗
2023-09-28—02/01/2031 828807DF1Sell
$15.0K–$50.0K
15d lagtraded 2023-09-13PTR ↗
2023-09-28CAT09/13/2029 Caterpillar, Inc.Sell
$848.00+
7d lagtraded 2023-09-21PTR ↗
2023-08-28—07/18/2032Buy
$15.0K–$50.0K
18d lagtraded 2023-08-10PTR ↗
2023-07-31EAElectronic Arts Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-07-20PTR ↗
2023-07-31ISRGBill's IRA Intuitive Surgical, Inc.Buy
$1.00K–$15.0K
11d lagtraded 2023-07-20PTR ↗
2023-07-31—05/15/2033Buy
$15.0K–$50.0K
10d lagtraded 2023-07-21PTR ↗
2023-07-19COFCapital One Financial CorporationSell
$1.00K–$15.0K
19d lagtraded 2023-06-30PTR ↗
2023-07-19—10/15/2032Buy
$15.0K–$50.0K
22d lagtraded 2023-06-27PTR ↗
2023-07-19—01/12/2032 CALL MAKE WHOLESell
$15.0K–$50.0K
22d lagtraded 2023-06-27PTR ↗
2023-07-19LIN37045XDS2 Linde plc Ordinary SharesBuy
$1.00K–$15.0K
19d lagtraded 2023-06-30PTR ↗
2023-07-19—05/31/2024 NTS NOTESell
$1.00K–$15.0K
23d lagtraded 2023-06-26PTR ↗
2023-06-15CVSCVS Health CorporationSell
$1.00K–$15.0K
7d lagtraded 2023-06-08PTR ↗
2023-06-15MCKBill's IRA McKesson CorporationBuy
$1.00K–$15.0K
7d lagtraded 2023-06-08PTR ↗
2023-02-28GOOGLAlphabet Inc. - Class ABuy
$1.00K–$15.0K
15d lagtraded 2023-02-13PTR ↗
2023-02-28JPMBill's IRA JP Morgan Chase & Co.Buy
$1.00K–$15.0K
15d lagtraded 2023-02-13PTR ↗
2023-02-28LRCXBill's IRA Lam Research CorporationBuy
$1.00K–$15.0K
15d lagtraded 2023-02-13PTR ↗
2023-02-28NXPIBill's IRA NXP Semiconductors N.V.Buy
$1.00K–$15.0K
15d lagtraded 2023-02-13PTR ↗
2023-02-28PNCBill's IRA PNC Financial Services Group, Inc.Buy
$1.00K–$15.0K
15d lagtraded 2023-02-13PTR ↗
2023-02-28VEEVBill's IRA Veeva Systems Inc. Class ABuy
$1.00K–$15.0K
15d lagtraded 2023-02-13PTR ↗
2023-01-30ABNBAirbnb, Inc. - Class ABuy
$1.00K–$15.0K
12d lagtraded 2023-01-18PTR ↗
2023-01-30BKNGBill's IRA Booking Holdings Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-01-18PTR ↗
2022-12-21BAXBaxter International Inc.Sell
$1.00K–$15.0K
16d lagtraded 2022-12-05PTR ↗
2022-12-21—01/29/2024Buy
$1.00K–$15.0K
19d lagtraded 2022-12-02PTR ↗
2022-11-21ADBEAdobe Inc.Sell
$1.00K–$15.0K
12d lagtraded 2022-11-09PTR ↗
2022-11-21—Bill's IRA MORGAN STANLEY MTN CALLSell
$15.0K–$50.0K
17d lagtraded 2022-11-04PTR ↗
2022-11-21—10/18/2033Buy
$15.0K–$50.0K
17d lagtraded 2022-11-04PTR ↗
2022-11-21NOW10/18/2033 CALL MAKE WHOLE ServiceNow, Inc.Buy
$1.00K–$15.0K
12d lagtraded 2022-11-09PTR ↗
2022-11-04—IBTEBuy
$50.0K–$100K
28d lagtraded 2022-10-07PTR ↗
2022-10-30—03/25/2028Sell
$15.0K–$50.0K
45d lagtraded 2022-09-15PTR ↗
2022-10-30ROST68389XCD5 Ross Stores, Inc.Sell
$1.00K–$15.0K
filed 51d latetraded 2022-09-09PTR ↗
2022-10-30TJXBill's IRA TJX Companies, Inc.Buy
$1.00K–$15.0K
filed 51d latetraded 2022-09-09PTR ↗
2022-10-30—05/15/2032 NTS NOTEBuy
$15.0K–$50.0K
filed 102d latetraded 2022-07-20PTR ↗
2022-10-30—12/03/2029 SER C NOTE CALL MAKE WHOLEBuy
$15.0K–$50.0K
30d lagtraded 2022-09-30PTR ↗
2022-06-17—04/15/2028 CALL MAKE WHOLESell
$15.0K–$50.0K
29d lagtraded 2022-05-19PTR ↗
2022-06-17—05/31/2024 NTS NOTEBuy
$1.00K–$15.0K
22d lagtraded 2022-05-26PTR ↗
2022-05-05AMHAmerican Homes 4 Rent Common Shares of Beneficial InterestBuy
$1.00K–$15.0K
37d lagtraded 2022-03-29PTR ↗
2022-05-05CCIBill's IRA Crown Castle International Corp.Sell
$1.00K–$15.0K
37d lagtraded 2022-03-29PTR ↗
2022-05-05MDTBill's IRA Medtronic plc. Ordinary SharesSell
$1.00K–$15.0K
37d lagtraded 2022-03-29PTR ↗
2022-05-05VRTXBill's IRA Vertex Pharmaceuticals IncorporatedBuy
$1.00K–$15.0K
37d lagtraded 2022-03-29PTR ↗
2022-02-28—10/15/2030Buy
$15.0K–$50.0K
filed 48d latetraded 2022-01-11PTR ↗
2022-02-28FISV20030NCu3 Fiserv, Inc.Sell
$1.00K–$15.0K
31d lagtraded 2022-01-28PTR ↗
2022-02-28—01/12/2032 CAll MAKE WHOlEBuy
$15.0K–$50.0K
17d lagtraded 2022-02-11PTR ↗
2022-02-28—01/17/2024 CAll MAKE WHOlESell
$15.0K–$50.0K
17d lagtraded 2022-02-11PTR ↗
2021-07-20ADBEAdobe Inc.Buy
$1.00K–$15.0K
40d lagtraded 2021-06-10PTR ↗
2021-07-20—05/03/2027Buy
$15.0K–$50.0K
21d lagtraded 2021-06-29PTR ↗
2021-07-20VRSN548661DP9 VeriSign, Inc.Sell
$1.00K–$15.0K
40d lagtraded 2021-06-10PTR ↗
2021-06-15—AT&T INC SER B NOTEBuy
$15.0K–$50.0K
28d lagtraded 2021-05-18PTR ↗
2021-06-15—00206RgQ9 gOlDMAN SACHS gROUP INC NOTEBuy
$15.0K–$50.0K
28d lagtraded 2021-05-18PTR ↗
2021-06-15—38148lAC0 MCDONAlDS CORP MTN CAllBuy
$15.0K–$50.0K
40d lagtraded 2021-05-06PTR ↗
2021-06-15—58013MFP4 ORAClE CORP NOTE CAllBuy
$15.0K–$50.0K
filed 47d latetraded 2021-04-29PTR ↗
2021-06-15—68389XCD5 VAlERO ENERgY CORP NOTE CAllBuy
$15.0K–$50.0K
43d lagtraded 2021-05-03PTR ↗
2021-06-15—20018875 -- 1 of 2 -- VAlERO ENERgY CORP NOTE CAllSell
$15.0K–$50.0K
5d lagtraded 2021-06-10PTR ↗
2021-04-27ACNAccenture plc Class A Ordinary SharesBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27—12/01/2027Buy
$15.0K–$50.0K
11d lagtraded 2021-04-16PTR ↗
2021-04-27ARMK036752AB9 AramarkBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27AZOBill's IRA AutoZone, Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27BAXBill's IRA Baxter International Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27BAXBill's IRA Baxter International Inc.Buy
$1.00K–$15.0K
13d lagtraded 2021-04-14PTR ↗
2021-04-27—12/15/2024Buy
$15.0K–$50.0K
28d lagtraded 2021-03-30PTR ↗
2021-04-27BJcorporate bond BJ's Wholesale Club Holdings, Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27—03/05/2029 CAll MAKE WHOlEBuy
$15.0K–$50.0K
11d lagtraded 2021-04-16PTR ↗
2021-04-27BA06051gHg7 Boeing CompanyBuy
$1.00K–$15.0K
13d lagtraded 2021-04-14PTR ↗
2021-04-27BABill's IRA Boeing CompanyBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27CACIBill's IRA CACI International, Inc. Class ABuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27COF-- 2 of 7 -- Capital One Financial CorporationBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27CATBill's IRA Caterpillar, Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27CDWBill's IRA CDW CorporationBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27CVXBill's IRA Chevron CorporationSell
$1.00K–$15.0K
13d lagtraded 2021-04-14PTR ↗
2021-04-27CVXBill's IRA Chevron CorporationBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27—10/21/2026Buy
$15.0K–$50.0K
40d lagtraded 2021-03-18PTR ↗
2021-04-27CCICorporate bond Crown Castle International Corp.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27CVSBill's IRA CVS Health CorporationBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27EABill's IRA Electronic Arts Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27FISVcorporate bond Fiserv, Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27—01/17/2024 CAll MAKE WHOlEBuy
$15.0K–$50.0K
40d lagtraded 2021-03-18PTR ↗
2021-04-27ICECorporate bond Intercontinental Exchange Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27JBill's IRA Jacobs Engineering group Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27JPMBill's IRA JP Morgan Chase & Co.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27MA-- 4 of 7 -- Mastercard IncorporatedBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27MDTBill's IRA Medtronic plc. Ordinary SharesBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27MRKBill's IRA Merck & Company, Inc. Common StockBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27MSFTBill's IRA Microsoft CorporationBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27MSFTBill's IRA Microsoft CorporationBuy
$1.00K–$15.0K
13d lagtraded 2021-04-14PTR ↗
2021-04-27MCOBill's IRA Moody's CorporationBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27—04/29/2024Buy
$15.0K–$50.0K
11d lagtraded 2021-04-16PTR ↗
2021-04-27NOCcorporate bond Northrop grumman CorporationBuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27NXPIBill's IRA NXP Semiconductors N.V.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27PEPBill's IRA Pepsico, Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27PNCBill's IRA PNC Financial Services group, Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27ROSTBill's IRA Ross Stores, Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27—09/13/2029Buy
$15.0K–$50.0K
40d lagtraded 2021-03-18PTR ↗
2021-04-27VEEVBill's IRA Veeva Systems Inc. Class ABuy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27VRSNBill's IRA VeriSign, Inc.Buy
$1.00K–$15.0K
41d lagtraded 2021-03-17PTR ↗
2021-04-27VRSNBill's IRA VeriSign, Inc.Buy
$1.00K–$15.0K
13d lagtraded 2021-04-14PTR ↗
2021-04-27—09/15/2022Buy
$15.0K–$50.0K
28d lagtraded 2021-03-30PTR ↗
How we built this

Holdings come from William R. Keating's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).