All House members

William R. Keating

DHouse · MA-9

STOCK Act filings · simulated, not advice.

annual holdings (6)

Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 04/28/2021 → 11/03/2026.

Simulated portfolio
+24.6%
SPY
+94.5%
vs SPY
-69.9%
Simulated portfolioSPYBuySell
Trades
201
Last traded
08/11/2026
Disclosed (est.)
$3.1M
File lag
19 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
Unmapped
Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036
Purchase
Owner: Self
$1,001 - $15,00008/11/202608/25/2026n/an/a20035293
Unmapped
HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028
Purchase
Owner: Self
$15,001 - $50,00006/30/202608/13/2026n/an/a20034898
Unmapped
CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031
Purchase
Owner: Self
$1,001 - $15,00006/30/202608/13/2026n/an/a20034898
Unmapped
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
Purchase
Owner: Self
$1,001 - $15,00005/08/202605/18/2026n/an/a20034417
Unmapped
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035
Purchase
Owner: Self
$1,001 - $15,00005/08/202605/18/2026n/an/a20034417
WHOLE
NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE
Purchase
Owner: Self
$1,001 - $15,00005/08/202605/18/2026n/an/a20034417
Unmapped
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036
Purchase
Owner: Self
$1,001 - $15,00005/08/202605/18/2026n/an/a20034417
WHOLE
THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE
Sale
Owner: Self
$15,001 - $50,00005/06/202605/18/2026n/an/a20034417
Unmapped
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026
Purchase
Owner: Self
$1,001 - $15,00004/30/202605/18/2026n/an/a20034417
Unmapped
OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028
Purchase
Owner: Self
$1,001 - $15,00004/29/202605/18/2026n/an/a20034417
Unmapped
T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033
Purchase
Owner: Self
$1,001 - $15,00004/17/202605/18/2026n/an/a20034417
Unmapped
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026
Purchase
Owner: Self
$50,001 - $100,00003/26/202604/13/2026n/an/a20034307
Unmapped
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Purchase
Owner: Self
$1,001 - $15,00002/20/202603/16/2026n/an/a20034177
Unmapped
CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034
Purchase
Owner: Self
$1,001 - $15,00002/20/202603/16/2026n/an/a20034177
Unmapped
ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035
Purchase
Owner: Self
$1,001 - $15,00002/20/202603/16/2026n/an/a20034177
Unmapped
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
Purchase
Owner: Self
$1,001 - $15,00002/04/202602/26/2026n/an/a20034068
Unmapped
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Purchase
Owner: Self
$1,001 - $15,00002/04/202602/26/2026n/an/a20034068
Unmapped
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Purchase
Owner: Self
$1,001 - $15,00001/26/202602/06/2026n/an/a20033946
Unmapped
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Purchase
Owner: Self
$1,001 - $15,00001/08/202602/06/2026n/an/a20033946
Unmapped
COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030
Sale
Owner: Self
$1,001 - $15,00012/05/202512/16/2025n/an/a20033628
Unmapped
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035
Purchase
Owner: Self
$1,001 - $15,00008/18/202509/04/2025n/an/a20031014
Unmapped
PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032
Sale
Owner: Self
$1,001 - $15,00006/09/202506/23/2025n/an/a20030174
Unmapped
MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025
Sale
Owner: Self
$1,001 - $15,00005/15/202506/23/2025n/an/a20030174
Unmapped
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
Purchase
Owner: Self
$1,001 - $15,00003/06/202503/21/2025n/an/a20028007
WHOLE
BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE
Purchase
Owner: Self
$1,001 - $15,00003/06/202503/21/2025n/an/a20028007
BJ
BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)
Sale
Owner: Self
$1,001 - $15,00003/03/202503/21/2025
-10.1%
vs SPY +21.6%
+1.2%
vs SPY +34.8%
20028007
WHOLE
GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE
Purchase
Owner: Self
$15,001 - $50,00002/28/202503/21/2025n/an/a20028007
WHOLE
THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE
Purchase
Owner: Self
$15,001 - $50,00002/06/202502/25/2025n/an/a20027837
Unmapped
GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032
Purchase
Owner: Self
$1,001 - $15,00002/06/202502/25/2025n/an/a20027837
Unmapped
COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034
Purchase
Owner: Self
$15,001 - $50,00002/06/202502/25/2025n/an/a20027837
WHOLE
WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE
Purchase
Owner: Self
$15,001 - $50,00002/06/202502/25/2025n/an/a20027837
PEP
Pepsico, Inc. (PEP)
Purchase
Owner: Self
$1,001 - $15,00002/05/202502/25/2025
+1.0%
vs SPY -26.3%
-2.9%
vs SPY -32.3%
20027837
MSFT
Microsoft Corporation - Common Stock (MSFT)
Purchase
Owner: Self
$1,001 - $15,00002/05/202502/25/2025
+27.8%
vs SPY +0.5%
+31.9%
vs SPY +2.5%
20027837
ARMK
Aramark Common Stock (ARMK)
Purchase
Owner: Self
$1,001 - $15,00002/05/202502/25/2025
+46.9%
vs SPY +19.6%
+51.0%
vs SPY +21.7%
20027837
ACN
Accenture plc Class A Ordinary Shares (ACN)
Purchase
Owner: Self
$1,001 - $15,00002/05/202502/25/2025
-33.6%
vs SPY -60.9%
-26.2%
vs SPY -55.6%
20027837
LRCX
Lam Research Corporation - Common Stock (LRCX)
Sale
Owner: Self
$1,001 - $15,00001/24/202502/25/2025
-193.1%
vs SPY -166.6%
-187.2%
vs SPY -157.9%
20027837
KLAC
KLA Corporation - Common Stock (KLAC)
Purchase
Owner: Self
$1,001 - $15,00001/24/202502/25/2025
+110.9%
vs SPY +84.4%
+113.6%
vs SPY +84.2%
20027837
CSGP
CoStar Group, Inc. - Common Stock (CSGP)
Purchase
Owner: Self
$1,001 - $15,00001/21/202502/25/2025
-57.8%
vs SPY -85.3%
-59.3%
vs SPY -88.7%
20027837
FI
Fiserv, Inc. Common Stock (FI)
Purchase
Owner: Self
$1,001 - $15,00001/07/202501/15/2025n/an/a20026556
AMZN
Amazon.com, Inc. - Common Stock (AMZN)
Purchase
Owner: Self
$1,001 - $15,00001/07/202501/15/2025
+12.9%
vs SPY -17.8%
+13.6%
vs SPY -16.4%
20026556
ABNB
Airbnb, Inc. - Class A Common Stock (ABNB)
Sale
Owner: Self
$1,001 - $15,00001/07/202501/15/2025
-27.2%
vs SPY +3.5%
-26.3%
vs SPY +3.7%
20026556
QCOM
QUALCOMM Incorporated - Common Stock (QCOM)
Purchase
Owner: Self
$1,001 - $15,00010/31/202411/06/2024
+5.4%
vs SPY -30.3%
-0.7%
vs SPY -30.3%
20026091
MSFT
Microsoft Corporation - Common Stock (MSFT)
Purchase
Owner: Self
$1,001 - $15,00010/31/202411/06/2024
+30.2%
vs SPY -5.5%
+24.4%
vs SPY -5.2%
20026091
AMTM
Amentum Holdings, Inc. Common Stock (AMTM)
Sale
Owner: Self
$1,001 - $15,00010/31/202411/06/2024
+24.7%
vs SPY +60.5%
+29.7%
vs SPY +59.3%
20026091
AMZN
Amazon.com, Inc. - Common Stock (AMZN)
Purchase
Owner: Self
$1,001 - $15,00010/31/202411/06/2024
+34.5%
vs SPY -1.2%
+19.3%
vs SPY -10.2%
20026091
GOOGL
Alphabet Inc. - Class A Common Stock (GOOGL)
Purchase
Owner: Self
$1,001 - $15,00010/31/202411/06/2024
+64.8%
vs SPY +29.1%
+56.0%
vs SPY +26.4%
20026091
Unmapped
LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027
Sale
Owner: Self
$1,001 - $15,00010/09/202411/06/2024n/an/a20026091
Unmapped
MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
META PLATFORMS INC NOTE CALL MAKE WHOLE 4.95000% 05/15/2033
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
ELEVANCE HEALTH INC NOTE CALL MAKE WHOLE 3.65000% 12/01/2027
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030
Sale (partial)
Owner: Self
$15,001 - $50,00009/11/202409/24/2024n/an/a20025891
CAT
Caterpillar, Inc. Common Stock (CAT)
Sale
Owner: Self
$1,001 - $15,00009/11/202409/24/2024
-91.4%
vs SPY -51.7%
-69.5%
vs SPY -34.1%
20025891
WHOLE
VERIZON COMMUNICATIONS INC 4.01600% 12/03/2029 SER C NOTE CALL MAKE WHOLE
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
NOTE
UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE
Sale
Owner: Self
$15,001 - $50,00009/11/202409/24/2024
+100.0%
vs SPY +139.6%
+100.0%
vs SPY +135.3%
20025891
Unmapped
UNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
T MOBILE USA INC NOTE 4.75000% 02/01/2028
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
NXPI
NXP Semiconductors N.V. - Common Stock (NXPI)
Sale
Owner: Self
$1,001 - $15,00009/11/202409/24/2024
-18.5%
vs SPY +21.1%
-16.5%
vs SPY +18.9%
20025891
Unmapped
BECTON DICKINSON &CO NOTE CALL MAKE WHOLE 3.73400% 12/15/2024
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
WHOLE
BANK AMERICA CORP SER M MTN 3.97000% 03/05/2029 CALL MAKE WHOLE
Sale (partial)
Owner: Self
$1,001 - $15,00009/11/202409/24/2024n/an/a20025891
Unmapped
T MOBILE USA INC NOTE 4.75000% 02/01/2028
Purchase
Owner: Self
$15,001 - $50,00006/06/202406/21/2024n/an/a20025226
Unmapped
CITIGROUP INC NOTE CALL MAKE WHOLE 3.20000% 10/21/2026
Sale
Owner: Self
$15,001 - $50,00005/29/202406/21/2024n/an/a20025226
Unmapped
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
Purchase
Owner: Self
$15,001 - $50,00005/24/202406/21/2024n/an/a20025226
MSFT
Microsoft Corporation - Common Stock (MSFT)
Sale (partial)
Owner: Self
$1,001 - $15,00005/17/202405/22/2024
-26.2%
vs SPY +20.5%
-24.2%
vs SPY +23.5%
20025119
Unmapped
MCDONALDS CORP MTN CALL MAKE WHOLE 3.50000% 07/01/2027
Sale
Owner: Self
$15,001 - $50,00005/17/202405/22/2024n/an/a20025119
LOW
Lowe's Companies, Inc. Common Stock (LOW)
Sale (partial)
Owner: Self
$1,001 - $15,00005/17/202405/22/2024
+2.9%
vs SPY +49.6%
-3.2%
vs SPY +44.4%
20025119
J
Jacobs Solutions Inc. Common Stock (J)
Sale (partial)
Owner: Self
$1,001 - $15,00005/17/202405/22/2024
-45.1%
vs SPY +1.6%
-42.6%
vs SPY +5.1%
20025119
CVS
CVS Health Corporation Common Stock (CVS)
Sale
Owner: Self
$1,001 - $15,00005/17/202405/22/2024
-74.2%
vs SPY -27.5%
-80.5%
vs SPY -32.9%
20025119
AZO
AutoZone, Inc. Common Stock (AZO)
Sale (partial)
Owner: Self
$1,001 - $15,00005/17/202405/22/2024
-9.7%
vs SPY +37.0%
-15.2%
vs SPY +32.4%
20025119
AMZN
Amazon.com, Inc. - Common Stock (AMZN)
Purchase
Owner: Self
$15,001 - $50,00005/17/202405/22/2024
+35.7%
vs SPY -11.0%
+38.5%
vs SPY -9.2%
20025119
GOOGL
Alphabet Inc. - Class A Common Stock (GOOGL)
Sale (partial)
Owner: Self
$1,001 - $15,00005/17/202405/22/2024
-60.6%
vs SPY -13.9%
-62.9%
vs SPY -15.2%
20025119
ABNB
Airbnb, Inc. - Class A Common Stock (ABNB)
Sale (partial)
Owner: Self
$1,001 - $15,00005/17/202405/22/2024
-14.6%
vs SPY +32.1%
-18.4%
vs SPY +29.3%
20025119
ACN
Accenture plc Class A Ordinary Shares (ACN)
Sale (partial)
Owner: Self
$1,001 - $15,00005/17/202405/22/2024
+11.8%
vs SPY +58.4%
+12.4%
vs SPY +60.1%
20025119
Unmapped
LOWES COS INC NOTE CALL MAKE WHOLE 4.50000% 04/15/2030
Purchase
Owner: Self
$1,001 - $15,00004/11/202405/02/2024n/an/a20024852
Unmapped
GOLDMAN SACHS GROUP INC NOTE 3.50000% 01/23/2025
Sale
Owner: Self
$15,001 - $50,00003/27/202405/02/2024n/an/a20024852
Unmapped
ABBVIE INC NOTE CALL MAKE WHOLE 5.05000% 03/15/2034
Purchase
Owner: Self
$15,001 - $50,00003/27/202405/02/2024n/an/a20024852
Unmapped
CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031
Purchase
Owner: Self
$1,001 - $15,00003/07/202403/12/2024n/an/a20024668
Methodology

These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.