William R. Keating

D-MA-9 Representative for Massachusetts’s 9th district Democrat In Congress since 2011

90trades · 3 yrs
50buys
40sells
13dmedian wait
0filed late

William R. Keating disclosed 90 trades made since Oct 4, 2023: 50 buys and 40 sales. The most traded name was AMZN (3 trades). The latest, made Aug 11, 2026, was filed Aug 25, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

AMZN 3 trades 3 buy · 0 sell
MSFT 3 trades 2 buy · 1 sell
ABNB 2 trades 0 buy · 2 sell
ACN 2 trades 1 buy · 1 sell
GOOGL 2 trades 1 buy · 1 sell
AMTM 1 trade 0 buy · 1 sell

Trades

90 trades since Oct 4, 2023 · newest first · 2 in an industry a committee of theirs oversees

Asset

Trade

Amount

Traded · filed
Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036
Bond

Buy

$1K–$15K

Traded Aug 11Filed Aug 25 14d

↗
HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028
Bond

Buy

$15K–$50K

Traded Jun 30Filed Aug 13 44d

↗
CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031
Bond

Buy

$1K–$15K

Traded Jun 30Filed Aug 13 44d

↗
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
Bond

Buy

$1K–$15K

Traded May 8Filed May 18 10d

↗
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035
Bond

Buy

$1K–$15K

Traded May 8Filed May 18 10d

↗
NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE
Bond

Buy

$1K–$15K

Traded May 8Filed May 18 10d

↗
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036
Bond

Buy

$1K–$15K

Traded May 8Filed May 18 10d

↗
THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE
Bond

Sell

$15K–$50K

Traded May 6Filed May 18 12d

↗
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026
Bond

Buy

$1K–$15K

Traded Apr 30Filed May 18 18d

↗
OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028
Bond

Buy

$1K–$15K

Traded Apr 29Filed May 18 19d

↗
T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033
Bond

Buy

$1K–$15K

Traded Apr 17Filed May 18 31d

↗
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026
Bond

Buy

$50K–$100K

Traded Mar 26Filed Apr 13 18d

↗
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Bond

Buy

$1K–$15K

Traded Feb 20Filed Mar 16 24d

↗
CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034
Bond

Buy

$1K–$15K

Traded Feb 20Filed Mar 16 24d

↗
ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035
Bond

Buy

$1K–$15K

Traded Feb 20Filed Mar 16 24d

↗
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
Bond

Buy

$1K–$15K

Traded Feb 4Filed Feb 26 22d

↗
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Bond

Buy

$1K–$15K

Traded Feb 4Filed Feb 26 22d

↗
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Bond

Buy

$1K–$15K

Traded Jan 26Filed Feb 6 11d

↗
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Bond

Buy

$1K–$15K

Traded Jan 8Filed Feb 6 29d

↗
COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030
Bond

Sell

$1K–$15K

Traded Dec 5, 2025Filed Dec 16, 2025 11d

↗
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035
Bond

Buy

$1K–$15K

Traded Aug 18, 2025Filed Sep 4, 2025 17d

↗
PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032
Bond

Sell

$1K–$15K

Traded Jun 9, 2025Filed Jun 23, 2025 14d

↗
MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025
Bond

Sell

$1K–$15K

Traded May 15, 2025Filed Jun 23, 2025 39d

↗
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
Bond

Buy

$1K–$15K

Traded Mar 6, 2025Filed Mar 21, 2025 15d

↗
BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE
Bond

Buy

$1K–$15K

Traded Mar 6, 2025Filed Mar 21, 2025 15d

↗
BJBJ's Wholesale Club Holdings, Inc.

Sell

$1K–$15K

Traded Mar 3, 2025Filed Mar 21, 2025 18d

↗
GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE
Bond

Buy

$15K–$50K

Traded Feb 28, 2025Filed Mar 21, 2025 21d

↗
WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE
Bond

Buy

$15K–$50K

Traded Feb 6, 2025Filed Feb 25, 2025 19d

↗
THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE
Bond

Buy

$15K–$50K

Traded Feb 6, 2025Filed Feb 25, 2025 19d

↗
GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032
Bond

Buy

$1K–$15K

Traded Feb 6, 2025Filed Feb 25, 2025 19d

↗
COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034
Bond

Buy

$15K–$50K

Traded Feb 6, 2025Filed Feb 25, 2025 19d

↗
PEPPepsico, Inc.

Buy

$1K–$15K

Traded Feb 5, 2025Filed Feb 25, 2025 20d

↗
MSFTMicrosoft Corporation

Buy

$1K–$15K

Traded Feb 5, 2025Filed Feb 25, 2025 20d

↗
ARMKAramark

Buy

$1K–$15K

Traded Feb 5, 2025Filed Feb 25, 2025 20d

↗
ACNAccenture plc Class A Ordinary Shares

Buy

$1K–$15K

Traded Feb 5, 2025Filed Feb 25, 2025 20d

↗
LRCXLam Research Corporation

Sell

$1K–$15K

Traded Jan 24, 2025Filed Feb 25, 2025 32d

↗
KLACKLA Corporation

Buy

$1K–$15K

Traded Jan 24, 2025Filed Feb 25, 2025 32d

↗
CSGPCoStar Group, Inc.

Buy

$1K–$15K

Traded Jan 21, 2025Filed Feb 25, 2025 35d

↗
FIFiserv, Inc.

Buy

$1K–$15K

Traded Jan 7, 2025Filed Jan 15, 2025 8d

↗
AMZNAmazon.com, Inc.

Buy

$1K–$15K

Traded Jan 7, 2025Filed Jan 15, 2025 8d

↗
ABNBAirbnb, Inc.

Sell

$1K–$15K

Traded Jan 7, 2025Filed Jan 15, 2025 8d

↗
QCOMQUALCOMM Incorporated

Buy

$1K–$15K

Traded Oct 31, 2024Filed Nov 6, 2024 6d

↗
MSFTMicrosoft Corporation

Buy

$1K–$15K

Traded Oct 31, 2024Filed Nov 6, 2024 6d

↗
AMTMAmentum Holdings, Inc.

Sell

$1K–$15K

Traded Oct 31, 2024Filed Nov 6, 2024 6d

↗
AMZNAmazon.com, Inc.

Buy

$1K–$15K

Traded Oct 31, 2024Filed Nov 6, 2024 6d

↗
GOOGLAlphabet Inc.

Buy

$1K–$15K

Traded Oct 31, 2024Filed Nov 6, 2024 6d

↗
LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027
Bond

Sell

$1K–$15K

Traded Oct 9, 2024Filed Nov 6, 2024 28d

↗
VERIZON COMMUNICATIONS INC 4.01600% 12/03/2029 SER C NOTE CALL MAKE WHOLE
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE
Bond

Sell

$15K–$50K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
UNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
T MOBILE USA INC NOTE 4.75000% 02/01/2028
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
NXPINXP Semiconductors N.V.

Sell

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
META PLATFORMS INC NOTE CALL MAKE WHOLE 4.95000% 05/15/2033
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
ELEVANCE HEALTH INC NOTE CALL MAKE WHOLE 3.65000% 12/01/2027
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030
Bond

Sell · part

$15K–$50K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
CATCaterpillar, Inc.

Sell

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
BECTON DICKINSON &CO NOTE CALL MAKE WHOLE 3.73400% 12/15/2024
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
BANK AMERICA CORP SER M MTN 3.97000% 03/05/2029 CALL MAKE WHOLE
Bond

Sell · part

$1K–$15K

Traded Sep 11, 2024Filed Sep 24, 2024 13d

↗
T MOBILE USA INC NOTE 4.75000% 02/01/2028
Bond

Buy

$15K–$50K

Traded Jun 6, 2024Filed Jun 21, 2024 15d

↗
CITIGROUP INC NOTE CALL MAKE WHOLE 3.20000% 10/21/2026
Bond

Sell

$15K–$50K

Traded May 29, 2024Filed Jun 21, 2024 23d

↗
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
Bond

Buy

$15K–$50K

Traded May 24, 2024Filed Jun 21, 2024 28d

↗
MSFTMicrosoft Corporation

Sell · part

$1K–$15K

Traded May 17, 2024Filed May 22, 2024 5d

↗
MCDONALDS CORP MTN CALL MAKE WHOLE 3.50000% 07/01/2027
Bond

Sell

$15K–$50K

Traded May 17, 2024Filed May 22, 2024 5d

↗
LOWLowe's Companies, Inc.

Sell · part

$1K–$15K

Traded May 17, 2024Filed May 22, 2024 5d

↗
JJacobs Solutions Inc.

Sell · part

$1K–$15K

Traded May 17, 2024Filed May 22, 2024 5d

↗
CVSCVS Health Corporation

Sell

$1K–$15K

Traded May 17, 2024Filed May 22, 2024 5d

↗
AZOAutoZone, Inc.

Sell · part

$1K–$15K

Traded May 17, 2024Filed May 22, 2024 5d

↗
AMZNAmazon.com, Inc.

Buy

$15K–$50K

Traded May 17, 2024Filed May 22, 2024 5d

↗
GOOGLAlphabet Inc.

Sell · part

$1K–$15K

Traded May 17, 2024Filed May 22, 2024 5d

↗
ABNBAirbnb, Inc.

Sell · part

$1K–$15K

Traded May 17, 2024Filed May 22, 2024 5d

↗
ACNAccenture plc Class A Ordinary Shares

Sell · part

$1K–$15K

Traded May 17, 2024Filed May 22, 2024 5d

↗
LOWES COS INC NOTE CALL MAKE WHOLE 4.50000% 04/15/2030
Bond

Buy

$1K–$15K

Traded Apr 11, 2024Filed May 2, 2024 21d

↗
GOLDMAN SACHS GROUP INC NOTE 3.50000% 01/23/2025
Bond

Sell

$15K–$50K

Traded Mar 27, 2024Filed May 2, 2024 36d

↗
ABBVIE INC NOTE CALL MAKE WHOLE 5.05000% 03/15/2034
Bond

Buy

$15K–$50K

Traded Mar 27, 2024Filed May 2, 2024 36d

↗
CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031
Bond

Buy

$1K–$15K

Traded Mar 7, 2024Filed Mar 12, 2024 5d

↗
URIUnited Rentals, Inc.

Sell · part

$1K–$15K

Traded Feb 28, 2024Filed Mar 12, 2024 13d

↗
TDGTransdigm Group Incorporated
Committee

Buy

$1K–$15K

Traded Feb 28, 2024Filed Mar 12, 2024 13d

↗
BABoeing Company
Committee

Sell

$1K–$15K

Traded Feb 28, 2024Filed Mar 12, 2024 13d

↗
BOEING CO NOTE CALL MAKE WHOLE 3.62500% 02/01/2031
Bond

Sell

$15K–$50K

Traded Feb 8, 2024Filed Mar 12, 2024 33d

↗
MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025
Bond

Buy

$15K–$50K

Traded Feb 2, 2024Filed Feb 5, 2024 3d

↗
UNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028
Bond

Buy

$15K–$50K

Traded Jan 25, 2024Filed Feb 5, 2024 11d

↗
PANWPalo Alto Networks, Inc.

Buy

$1K–$15K

Traded Jan 24, 2024Filed Feb 5, 2024 12d

↗
BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE
Bond

Buy

$15K–$50K

Traded Jan 18, 2024Filed Feb 5, 2024 18d

↗
AT&T INC SER B NOTE 4.30000% 02/15/2030 CALL MAKE WHOLE
Bond

Sell

$15K–$50K

Traded Jan 18, 2024Filed Feb 5, 2024 18d

↗
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 01/09/2024
Bond

Buy

$1K–$15K

Traded Dec 29, 2023Filed Jan 16, 2024 18d

↗

Reported holdings

2025 annual report · filed Jul 14, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$1.8M–$5.1M sum of 106 disclosed ranges

Fund 48
Stock 38
Bond 17
Cash 1
Other 2

AssetOwner Valuevs 2024
BSIIXBlackRock Strategic Income Opportunities Portfolio - InstitutionalFundFocus Partners IRASelf$100K–$250KNew
FXAIXFidelity 500 Index FundFundFocus Partners IRASelf$100K–$250KNew
FCNTXFidelity Contra FundFundFocus Partners Brokerage AccountJoint$100K–$250KNew
VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundFocus Partners Brokerage AccountJoint$100K–$250KNew
VTEBVanguard Tax-Exempt Bond ETFFundFocus Partners Brokerage AccountJoint$100K–$250KNew
BAGIXBaird Aggregate Bond Fund Institutional ClassFundFocus Partners IRASelf$50K–$100KNew
BAGIXBaird Aggregate Bond Fund Institutional ClassFundFocus Partners IRASpouse$50K–$100KNew
BSIIXBlackRock Strategic Income Opportunities Portfolio - InstitutionalFundFocus Partners Brokerage AccountJoint$50K–$100KNew
FIQIXFidelity Advisor International Small Cap Fund - Class ZFundFocus Partners IRASelf$50K–$100KNew
FDRXXFidelity Cash ReservesFundFocus Partners IRASelf$50K–$100KNew
FTXSXFullerThaler Behavioral Small-Cap Growth Fund Institutional SharesFundFocus Partners IRASelf$50K–$100KSame band
MNCSXMercer Non-US Core Equity Fund Class IFundFocus Partners IRASelf$50K–$100KNew
HSNFXThe Hartford Strategic Income Fund Class FFundFocus Partners IRASelf$50K–$100KNew
TSEGXTouchstone Sands Capital Emerging Markets Growth Fund Institutional ClassFundFocus Partners IRASelf$50K–$100KSame band
VBIAXVanguard Balanced Index Fd Admiral ShsFundVanguard Brokerage AccountSelf$50K–$100KNew
VEIRXVanguard Equity Income Fund Admiral SharesFundFocus Partners Brokerage AccountJoint$50K–$100KNew
ISCGiShares Morningstar Small-Cap Growth ETFFundFocus Partners Brokerage AccountJoint$50K–$100KNew
IVEiShares S&P 500 Value ETFFundFocus Partners Brokerage AccountJoint$50K–$100KNew
Abbvie Inc Note MAT 3/15/34BondFocus Partners IRASelf$15K–$50KNew
GOOGLAlphabet Inc.Focus Partners IRASelf$15K–$50KNew
AMZNAmazon.com, Inc.Focus Partners IRASelf$15K–$50KSame band
Bank America Corp SER N Mtn MAT 11/10/28BondFocus Partners IRASelf$15K–$50KNew
BSIIXBlackRock Strategic Income Opportunities Portfolio - InstitutionalFundFocus Partners Brokerage AccountJoint$15K–$50KNew
Coca Cola Co Note MAT 5/13/34BondFocus Partners IRASelf$15K–$50KNew
ECOIXEcofin Global Renewables Infrastructure Fund - Institutional ClassFundFocus Partners Brokerage AccountJoint$15K–$50KNew
ECOIXEcofin Global Renewables Infrastructure Fund - Institutional ClassFundFocus Partners IRASelf$15K–$50KNew
FIQIXFidelity Advisor International Small Cap Fund - Class ZFundFocus Partners Brokerage AccountJoint$15K–$50KNew
FDRXXFidelity Cash ReservesFundFocus Partners Brokerage AccountJoint$15K–$50KNew
GRHIXGOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CLFundFocus Partners Brokerage AccountJoint$15K–$50KNew
GRHIXGOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CLFundFocus Partners IRASelf$15K–$50KSame band
General MTRS Co Note MAT 10/15/32BondFocus Partners IRASelf$15K–$50KNew
GHYIXGoldman Sachs High Yield Municipal Fd Inst ClFundFocus Partners Brokerage AccountJoint$15K–$50KNew
JPMJP Morgan Chase & Co.Focus Partners IRASelf$15K–$50KNew
JPMorgan Chase & Co Note MAT 7/24/29BondFocus Partners IRASelf$15K–$50KNew
Lowes Cos Inc Note MAT 4/15/30BondFocus Partners IRASelf$15K–$50KNew
MNCSXMercer Non-US Core Equity Fund Class IFundFocus Partners Brokerage AccountJoint$15K–$50KNew
MSFTMicrosoft CorporationFocus Partners IRASelf$15K–$50KSame band
Morgan Stanley Ser I MTN MAT 10/18/33BondFocus Partners IRASelf$15K–$50KNew
NLSIXNeuberger Berman Long Short Fd Instl ClFundFocus Partners Brokerage AccountJoint$15K–$50KNew
NLSIXNeuberger Berman Long Short Fd Instl ClFundFocus Partners IRASelf$15K–$50K▼ $50K–$100K
NLSIXNeuberger Berman Long Short Fd Instl ClFundFocus Partners IRASpouse$15K–$50KNew
SPEMState Street SPDR Portfolio Emerging Markets ETFFundFocus Partners IRASelf$15K–$50K▲ $1K–$15K
SHRIXStone Ridge High Yield Reinsurance Risk Premium Fd Cl IFundFocus Partners Brokerage AccountJoint$15K–$50KNew
SHRIXStone Ridge High Yield Reinsurance Risk Premium Fd Cl IFundFocus Partners IRASelf$15K–$50KSame band
RPTIXT. Rowe Price Mid-Cap Growth Fund - I ClassFundFocus Partners Brokerage AccountJoint$15K–$50KNew
The Campbells Company Note MAT 3/21/34BondFocus Partners IRASelf$15K–$50KNew
HSNFXThe Hartford Strategic Income Fund Class FFundFocus Partners IRASpouse$15K–$50KNew
TSEGXTouchstone Sands Capital Emerging Markets Growth Fund Institutional ClassFundFocus Partners Brokerage AccountJoint$15K–$50KNew
MVTIXTransamerica Mid Cap Value Opportunities Fund Class IFundFocus Partners IRASelf$15K–$50K▼ $50K–$100K
HYDVanEck High Yield Muni ETFFundFocus Partners Brokerage AccountJoint$15K–$50KNew
VFIAXVanguard 500 Index Fd Admiral ShsFundFocus Partners IRASpouse$15K–$50KNew
VTMFXVanguard Tax-Managed Fund Balanced FundFundVanguard Brokerage AccountSelf$15K–$50KNew
Wells Fargo & Co Ser W MTN MAT 1/24/31BondFocus Partners IRASelf$15K–$50KNew
IXUSiShares Core MSCI Total International Stock ETFFundFocus Partners Brokerage AccountJoint$15K–$50KNew
IXUSiShares Core MSCI Total International Stock ETFFundFocus Partners IRASelf$15K–$50KNew
ACNAccenture plc Class A Ordinary SharesFocus Partners IRASelf$1K–$15KSame band
AMHAmerican Homes 4 Rent Common Shares of Beneficial InterestFocus Partners IRASelf$1K–$15KSame band
ARMKAramarkFocus Partners IRASelf$1K–$15KSame band
AZOAutoZone, Inc.Focus Partners IRASelf$1K–$15KSame band
BJBJ's Wholesale Club Holdings, Inc.Focus Partners IRASelf$1K–$15KSame band
Bank America Corp Ser M Mtn MAT 3/5/29BondFocus Partners IRASelf$1K–$15KNew
CACICACI International, Inc.Focus Partners IRASelf$1K–$15KNew
CDWCDW CorporationFocus Partners IRASelf$1K–$15KNew
Capital One Finl Corp Note MAT 10/30/31BondFocus Partners IRASelf$1K–$15KNew
CSGPCoStar Group, Inc.Focus Partners IRASelf$1K–$15KNew
ECOIXEcofin Global Renewables Infrastructure Fund - Institutional ClassFundFocus Partners IRASpouse$1K–$15KNew
Elevance Health Inc. Note MAT 12/01/27BondFocus Partners IRASelf$1K–$15KNew
FDRXXFidelity Cash ReservesFundFocus Partners IRASpouse$1K–$15KNew
FISVFiserv, Inc.Focus Partners IRASelf$1K–$15KNew
QLTYGMO U.S. Quality ETFFundFocus Partners Brokerage AccountJoint$1K–$15KNew
ICEIntercontinental Exchange Inc.Focus Partners IRASelf$1K–$15KSame band
INTUIntuit Inc.Focus Partners IRASelf$1K–$15KSame band
ISRGIntuitive Surgical, Inc.Focus Partners IRASelf$1K–$15KNew
JJacobs Solutions Inc.Focus Partners IRASelf$1K–$15KSame band
KKRKKR & Co. Inc.Focus Partners IRASpouse$1K–$15KNew
KLACKLA CorporationFocus Partners IRASelf$1K–$15KNew
LINLinde plc - Ordinary SharesFocus Partners IRASelf$1K–$15KNew
LOWLowe's Companies, Inc.Focus Partners IRASelf$1K–$15KSame band
MAMastercard IncorporatedFocus Partners IRASelf$1K–$15KSame band
MCKMcKesson CorporationFocus Partners IRASelf$1K–$15KSame band
MRKMerck & Company, Inc.Focus Partners IRASelf$1K–$15KNew
Meta Platforms Inc Note MAT 5/15/33BondFocus Partners IRASelf$1K–$15KNew
MCOMoody's CorporationFocus Partners IRASelf$1K–$15KSame band
NOCNorthrop Grumman CorporationFocus Partners IRASelf$1K–$15KSame band
OAYMXOakmark Fund Advisor ClassFundFocus Partners Brokerage AccountJoint$1K–$15KNew
PNCPNC Financial Services Group, Inc.Focus Partners IRASelf$1K–$15KNew
PANWPalo Alto Networks, Inc.Focus Partners IRASelf$1K–$15KSame band
PEPPepsico, Inc.Focus Partners IRASelf$1K–$15K▼ $15K–$50K
PGProcter & Gamble CompanyFocus Partners IRASelf$1K–$15KSame band
QCOMQUALCOMM IncorporatedFocus Partners IRASelf$1K–$15KSame band
NOWServiceNow, Inc.Focus Partners IRASelf$1K–$15KNew
Simon PPTY Group LP Note MAT 10/01/35BondFocus Partners IRASelf$1K–$15KNew
SPEMState Street SPDR Portfolio Emerging Markets ETFFundFocus Partners Brokerage AccountJoint$1K–$15KNew
T Mobile USA Note MAT 2/1/28BondFocus Partners IRASelf$1K–$15KNew
TJXTJX Companies, Inc.Focus Partners IRASelf$1K–$15KNew
TMOThermo Fisher Scientific IncFocus Partners IRASelf$1K–$15KNew
TDGTransdigm Group IncorporatedFocus Partners IRASelf$1K–$15KSame band
US Treas Bills MAT 1/06/26BondFocus Partners IRASelf$1K–$15KNew
Union PAC Corp Note MAT 9/10/28BondFocus Partners IRASelf$1K–$15KNew
URIUnited Rentals, Inc.Focus Partners IRASelf$1K–$15KSame band
Vanugard Fed Money Market FundCashVanguard Brokerage AccountSelf$1K–$15KNew
VRTXVertex Pharmaceuticals IncorporatedFocus Partners IRASelf$1K–$15KSame band
IXUSiShares Core MSCI Total International Stock ETFFundFocus Partners IRASpouse$1K–$15KNew
UNHUnitedHealth Group IncorporatedFocus Partners IRASelf$0–$1K▼ $1K–$15K
Commonwealth of Mass. RetirementOtherSelfUndeterminedNew
US Airways RetirementOtherSpouseUndetermined▼ $1K–$15K

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

Baird aggregate bond Inst $100K–$250K
COM OF MASS RETIREMENT $100K–$250K
FIDELITY 500 IND $100K–$250K
FIDELITY CONTRA FUND $100K–$250K
FIDELITYCASH RESERVES $100K–$250K
FIQZX Fidelity Advisor Intermediate Municipal Incom... $100K–$250K
VANGUARD INT TAX EXCEMPT $100K–$250K
AMERICAN EURO PACIFIC $50K–$100K
BLACKROCK STRAT INC OPP $50K–$100K
FIDELITY ADVISOR INTL SMALL CAP $50K–$100K
ISHARES S&P 500 VALUE INDEX $50K–$100K
TRANS AMERICA MID CAP $50K–$100K
ishares tr bonds $50K–$100K
mercer non US core equity $50K–$100K
ALPHABET INC CAP $15K–$50K
ANTHEM INC. NOTE $15K–$50K
AbbVie inc corp note $15K–$50K
BENTON DICKINSON $15K–$50K
Bank of America Corporation Income Capital Ob... $15K–$50K
ECOFIN GLOBAL RENEWABLES $15K–$50K
Energy Transfer LP Common Units (ET) $15K–$50K
GOLDMAN SACHS GRP $15K–$50K
GOLDMAN SACHS HIGH YIELD $15K–$50K
ISHARES EDGE MULTIFACTOR INT $15K–$50K
ISHARES TR CORE MCI $15K–$50K
MORGAN STANLEY MTN $15K–$50K
TOUCHSTONE SANDS CAP EMERGING MKTS GROWTH INST $15K–$50K
TROWE PRICE MIDCAP GROWTH $15K–$50K
HSNIX The Hartford Strategic Income Fund Cl I $15K–$50K
U.S. Treasury note $15K–$50K

Source filings

Every report we read for this page · newest first

Aug 25, 2026 Periodic transaction report 1 trade View original
Aug 13, 2026 Periodic transaction report 2 trades View original
Jul 14, 2026 2025 annual report 116 assets View original
May 18, 2026 Periodic transaction report 8 trades View original
Apr 13, 2026 Periodic transaction report 1 trade View original
Mar 16, 2026 Periodic transaction report 3 trades View original
Feb 26, 2026 Periodic transaction report 2 trades View original
Feb 6, 2026 Periodic transaction report 2 trades View original
Dec 16, 2025 Periodic transaction report 1 trade View original
Sep 4, 2025 Periodic transaction report 1 trade View original
Jun 23, 2025 Periodic transaction report 2 trades View original
May 15, 2025 2024 annual report 90 assets View original
Mar 21, 2025 Periodic transaction report 4 trades View original
Feb 25, 2025 Periodic transaction report 11 trades View original
Jan 15, 2025 Periodic transaction report 3 trades View original
Nov 6, 2024 Periodic transaction report 6 trades View original
Sep 24, 2024 Periodic transaction report 16 trades View original
Jun 21, 2024 Periodic transaction report 3 trades View original
May 22, 2024 Periodic transaction report 10 trades View original
May 15, 2024 2023 annual report 86 assets View original
May 2, 2024 Periodic transaction report 3 trades View original
Mar 12, 2024 Periodic transaction report 5 trades View original
Feb 5, 2024 Periodic transaction report 5 trades View original
Jan 16, 2024 Periodic transaction report 3 trades View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.