Congressional stock trades · Member
William R. Keating
Representative · MA-9 · Democrat
197 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 9 annual reports are below.
Current committees: House Committee on Armed Services; House Committee on Foreign Affairs.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-25 | 2026-08-11 | 14 | Member | Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-13 | 2026-06-30 | 44 | Member | CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-13 | 2026-06-30 | 44 | Member | HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-05-18 | 2026-05-08 | 10 | Member | NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-18 | 2026-05-08 | 10 | Member | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-18 | 2026-05-08 | 10 | Member | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-18 | 2026-05-08 | 10 | Member | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-18 | 2026-05-06 | 12 | Member | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-18 | 2026-04-30 | 18 | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-18 | 2026-04-29 | 19 | Member | OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-18 | 2026-04-17 | 31 | Member | T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-13 | 2026-03-26 | 18 | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-03-16 | 2026-02-20 | 24 | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-20 | 24 | Member | ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-20 | 24 | Member | CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-26 | 2026-02-04 | 22 | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-26 | 2026-02-04 | 22 | Member | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-06 | 2026-01-26 | 11 | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-06 | 2026-01-08 | 29 | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-16 | 2025-12-05 | 11 | Member | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-04 | 2025-08-18 | 17 | Member | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-23 | 2025-06-09 | 14 | Member | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-23 | 2025-05-15 | 39 | Member | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 | Sale | $1,001 - $15,000 | Clerk → |
| 2025-03-21 | 2025-03-06 | 15 | Member | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-21 | 2025-03-06 | 15 | Member | BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-21 | 2025-03-03 | 18 | Member | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-03-21 | 2025-02-28 | 21 | Member | GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-02-25 | 2025-02-06 | 19 | Member | COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-02-25 | 2025-02-06 | 19 | Member | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-02-25 | 2025-02-06 | 19 | Member | WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-02-25 | 2025-02-06 | 19 | Member | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-25 | 2025-02-05 | 20 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-25 | 2025-02-05 | 20 | Member | ARMKAramark Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-25 | 2025-02-05 | 20 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-25 | 2025-02-05 | 20 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-25 | 2025-01-24 | 32 | Member | LRCXLam Research Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-02-25 | 2025-01-24 | 32 | Member | KLACKLA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-25 | 2025-01-21 | 35 | Member | CSGPCoStar Group, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-15 | 2025-01-07 | 8 | Member | ABNBAirbnb, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-01-15 | 2025-01-07 | 8 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-15 | 2025-01-07 | 8 | Member | FISVFiserv, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-06 | 2024-10-31 | 6 | Member | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-06 | 2024-10-31 | 6 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-06 | 2024-10-31 | 6 | Member | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-06 | 2024-10-31 | 6 | Member | AMTMAmentum Holdings, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-11-06 | 2024-10-31 | 6 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-06 | 2024-10-09 | 28 | Member | LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027 | Sale | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | BANK AMERICA CORP SER M MTN 3.97000% 03/05/2029 CALL MAKE WHOLE | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | META PLATFORMS INC NOTE CALL MAKE WHOLE 4.95000% 05/15/2033 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | ELEVANCE HEALTH INC NOTE CALL MAKE WHOLE 3.65000% 12/01/2027 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE | Sale | $15,001 - $50,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | UNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | CATCaterpillar, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | NXPINXP Semiconductors N.V. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | BECTON DICKINSON &CO NOTE CALL MAKE WHOLE 3.73400% 12/15/2024 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | T MOBILE USA INC NOTE 4.75000% 02/01/2028 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | VERIZON COMMUNICATIONS INC 4.01600% 12/03/2029 SER C NOTE CALL MAKE WHOLE | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-09-24 | 2024-09-11 | 13 | Member | LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-06-21 | 2024-06-06 | 15 | Member | T MOBILE USA INC NOTE 4.75000% 02/01/2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-06-21 | 2024-05-29 | 23 | Member | CITIGROUP INC NOTE CALL MAKE WHOLE 3.20000% 10/21/2026 | Sale | $15,001 - $50,000 | Clerk → |
| 2024-06-21 | 2024-05-24 | 28 | Member | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | GOOGLAlphabet Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | CVSCVS Health Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | AZOAutoZone, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | ABNBAirbnb, Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | JJacobs Solutions Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | LOWLowe's Companies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-17 | 5 | Member | MCDONALDS CORP MTN CALL MAKE WHOLE 3.50000% 07/01/2027 | Sale | $15,001 - $50,000 | Clerk → |
| 2024-05-02 | 2024-04-11 | 21 | Member | LOWES COS INC NOTE CALL MAKE WHOLE 4.50000% 04/15/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-02 | 2024-03-27 | 36 | Member | GOLDMAN SACHS GROUP INC NOTE 3.50000% 01/23/2025 | Sale | $15,001 - $50,000 | Clerk → |
| 2024-05-02 | 2024-03-27 | 36 | Member | ABBVIE INC NOTE CALL MAKE WHOLE 5.05000% 03/15/2034 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-03-12 | 2024-03-07 | 5 | Member | CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-12 | 2024-02-28 | 13 | Member | URIUnited Rentals, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-03-12 | 2024-02-28 | 13 | Member | BABoeing Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-03-12 | 2024-02-28 | 13 | Member | TDGTransdigm Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-12 | 2024-02-08 | 33 | Member | BOEING CO NOTE CALL MAKE WHOLE 3.62500% 02/01/2031 | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-02-02 | 3 | Member | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-25 | 11 | Member | UNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-24 | 12 | Member | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-18 | 18 | Member | AT&T INC SER B NOTE 4.30000% 02/15/2030 CALL MAKE WHOLE | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-18 | 18 | Member | BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-16 | 2023-12-29 | 18 | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 01/09/2024 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-16 | 2023-09-15 | 123 ·>45 | Member | BOEING CO NOTE CALL MAKE WHOLE 3.62500% 02/01/2031 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-16 | 2023-09-13 | 125 ·>45 | Member | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.45000% 09/13/2029 | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-28 | 2023-09-21 | 7 | Member | CATCaterpillar, Inc. | Sale | $848.75 | Clerk → |
| 2023-09-28 | 2023-09-15 | 13 | Member | 097023DC6 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-28 | 2023-09-13 | 15 | Member | 828807DF1 | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-28 | 2023-08-10 | 18 | Member | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-31 | 2023-07-21 | 10 | Member | META PLATFORMS INC NOTE CALL MAKE WHOLE 4.95000% 05/15/2033 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-31 | 2023-07-20 | 11 | Member | EAElectronic Arts Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-31 | 2023-07-20 | 11 | Member | ISRGIntuitive Surgical, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-19 | 2023-06-30 | 19 | Member | COFCapital One Financial Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-19 | 2023-06-30 | 19 | Member | LINLinde plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-19 | 2023-06-27 | 22 | Member | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-19 | 2023-06-27 | 22 | Member | GENERAL MTRS FINL CO INC NOTE 3.10000% 01/12/2032 CALL MAKE WHOLE | Sale | $15,001 - $50,000 | Clerk → |
| 2023-07-19 | 2023-06-26 | 23 | Member | UNITED STATES TREAS SER BC- 2024 2.50000% 05/31/2024 NTS NOTE | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-15 | 2023-06-08 | 7 | Member | MCKMcKesson Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-15 | 2023-06-08 | 7 | Member | CVSCVS Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-28 | 2023-02-13 | 15 | Member | NXPINXP Semiconductors N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-28 | 2023-02-13 | 15 | Member | LRCXLam Research Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-28 | 2023-02-13 | 15 | Member | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-28 | 2023-02-13 | 15 | Member | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-28 | 2023-02-13 | 15 | Member | PNCPNC Financial Services Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-28 | 2023-02-13 | 15 | Member | VEEVVeeva Systems Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-30 | 2023-01-18 | 12 | Member | BKNGBooking Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-01-30 | 2023-01-18 | 12 | Member | ABNBAirbnb, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-21 | 2022-12-05 | 16 | Member | BAXBaxter International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-21 | 2022-12-02 | 19 | Member | CAPITAL ONE FINL CORP NOTE 3.90000% 01/29/2024 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-21 | 2022-11-09 | 12 | Member | ADBEAdobe Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-11-21 | 2022-11-09 | 12 | Member | NOWServiceNow, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-21 | 2022-11-04 | 17 | Member | MORGAN STANLEY SER I MTN 6.34200% 10/18/2033 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-11-21 | 2022-11-04 | 17 | Member | MORGAN STANLEY MTN CALL | Sale | $15,001 - $50,000 | Clerk → |
| 2022-11-04 | 2022-10-07 | 28 | Member | IBTE | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-10-30 | 2022-09-30 | 30 | Member | VERIZON COMMUNICATIONS INC 4.01600% 12/03/2029 SER C NOTE CALL MAKE WHOLE | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-10-30 | 2022-09-15 | 45 | Member | ORACLE CORP NOTE CALL MAKE WHOLE 2.30000% 03/25/2028 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-10-30 | 2022-09-09 | 51 ·>45 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-30 | 2022-09-09 | 51 ·>45 | Member | ROSTRoss Stores, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-30 | 2022-07-20 | 102 ·>45 | Member | UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-06-17 | 2022-05-26 | 22 | Member | UNITED STATES TREAS SER BC- 2024 2.50000% 05/31/2024 NTS NOTE | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-17 | 2022-05-19 | 29 | Member | NETFLIX INC. SER B NOTE 4.87500% 04/15/2028 CALL MAKE WHOLE | Sale | $15,001 - $50,000 | Clerk → |
| 2022-05-05 | 2022-03-29 | 37 | Member | CCICrown Castle International Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-05 | 2022-03-29 | 37 | Member | VRTXVertex Pharmaceuticals Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-05 | 2022-03-29 | 37 | Member | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-05 | 2022-03-29 | 37 | Member | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-28 | 2022-02-11 | 17 | Member | GENERAL MTRS FINL CO INC NOTE 3.10000% 01/12/2032 CALL MAKE WHOLE | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-28 | 2022-02-11 | 17 | Member | GENERAL MTRS FINL CO INC NOTE 5.10000% 01/17/2024 CALL MAKE WHOLE | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-28 | 2022-01-28 | 31 | Member | FISVFiserv, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-28 | 2022-01-11 | 48 ·>45 | Member | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-20 | 2021-06-29 | 21 | Member | LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-20 | 2021-06-10 | 40 | Member | VRSNVeriSign, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-20 | 2021-06-10 | 40 | Member | ADBEAdobe Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-15 | 2021-06-10 | 5 | Member | VALERO ENERGY CORP NOTE CALL | Sale | $15,001 - $50,000 | Clerk → |
| 2021-06-15 | 2021-05-18 | 28 | Member | AT&T INC SER B NOTE | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-15 | 2021-05-18 | 28 | Member | GOLDMAN SACHS GROUP INC NOTE | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-15 | 2021-05-06 | 40 | Member | MCDONALDS CORP MTN CALL | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-15 | 2021-05-03 | 43 | Member | VALERO ENERGY CORP NOTE CALL | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-15 | 2021-04-29 | 47 ·>45 | Member | ORACLE CORP NOTE CALL | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-04-16 | 11 | Member | MORGAN STANLEY MTN CALL MAKE WHOLE 3.87500% 04/29/2024 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-04-16 | 11 | Member | ANTHEM INC NOTE CALL MAKE WHOLE 3.65000% 12/01/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-04-16 | 11 | Member | BK OF AMERICA CORP SER M MTN 3.97000% 03/05/2029 CALL MAKE WHOLE | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-04-14 | 13 | Member | CVXChevron Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-04-14 | 13 | Member | SUSuncor Energy Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-04-14 | 13 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-04-14 | 13 | Member | VRSNVeriSign, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-04-14 | 13 | Member | BAXBaxter International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-04-14 | 13 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-30 | 28 | Member | ENERGY TRANSFER l P NOTE CALL MAKE WHOLE 5.87500% 01/15/2024 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-03-30 | 28 | Member | BECTON DICKINSON &CO NOTE CALL MAKE WHOLE 3.73400% 12/15/2024 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-03-30 | 28 | Member | WALGREEN CO NOTE CALL MAKE WHOLE 3.10000% 09/15/2022 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-03-18 | 40 | Member | CITIGROUP INC NOTE CALL MAKE WHOLE 3.20000% 10/21/2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-03-18 | 40 | Member | GENERAL MTRS FINL CO INC NOTE 5.10000% 01/17/2024 CALL MAKE WHOLE | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-03-18 | 40 | Member | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.45000% 09/13/2029 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | INTUIntuit Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | CACICACI International, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | NOCNorthrop grumman Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | URIUnited Rentals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | PNCPNC Financial Services group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | ARMKAramark | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | BJBJ'S Wholesale Club Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | BAXBaxter International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | JJacobs Engineering group Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | BKNGBooking Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | EAElectronic Arts Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | NXPINXP Semiconductors N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | MDTMedtronic plc. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | CVXChevron Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | ROSTRoss Stores, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | AZOAutoZone, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | UNHUnitedHealth group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | MCOMoody's Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | SUSuncor Energy Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | ICEIntercontinental Exchange Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | COFCapital One Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | LRCXLam Research Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | CDWCDW Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | VEEVVeeva Systems Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | FISVFiserv, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-27 | 2021-03-17 | 41 | Member | VRSNVeriSign, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
90 assets with a value on the amended report filed 2022-09-26, 6 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| 271 CANTON ST. | Other | Joint | $100,001 - $250,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| ALPHABET INC CAP | Fund | Member | $1,001 - $15,000 |
| ANTHEM INC. NOTE | Bond | Member | $15,001 - $50,000 |
| ARMKAramark | Stock | Member | $1,001 - $15,000 |
| AT&T Inc. | Bond | Member | $15,001 - $50,000 |
| Baird aggregate bond Inst | Fund | Spouse | $1,001 - $15,000 |
| Bank of America Corporation Income Capital Obligation Notes initially due December 15, 2066 (MER$K) | Stock | Member | $15,001 - $50,000 |
| BAXBaxter International Inc. | Stock | Member | $1,001 - $15,000 |
| BENTON DICKINSON | Bond | Member | $15,001 - $50,000 |
| ADBEAdobe Inc. | Stock | Member | $1,001 - $15,000 |
| AMERICAN EURO PACIFIC | Fund | Member | $100,001 - $250,000 |
| AZOAutoZone, Inc. | Stock | Member | $1,001 - $15,000 |
| BJBJ's Wholesale Club Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| BLACKROCK EVENT DRIVEN EQUITY | Fund | Member | $100,001 - $250,000 |
| BLACKROCK STRAT INC OPP | Fund | Member | $100,001 - $250,000 |
| BLACKROCKTOTAL FACTOR | Fund | Member | $50,001 - $100,000 |
| BOEING INT | Other | Member | $1,001 - $15,000 |
| BOOKING HOLDINGD INC | Other | Member | $1,001 - $15,000 |
| BROWN CAPITAL MGT SMALLCO | Fund | Member | $50,001 - $100,000 |
| CACI INT INC | Fund | Member | $1,001 - $15,000 |
| CATERPILLAR INC | Other | Member | $1,001 - $15,000 |
| CDW CORP | Other | Member | $1,001 - $15,000 |
| CITICRP INC | Bond | Member | $15,001 - $50,000 |
| COM OF MASS RETIREMENT | Other | Member | $100,001 - $250,000 |
| CROWN CASTLE INC | Other | Member | $1,001 - $15,000 |
| CVS HEALTH CORP | Other | Member | $1,001 - $15,000 |
| CVS HEALTH CORP | Other | Member | $1,001 - $15,000 |
| ECOFIN GLOBAL RENEWABLES | Fund | Member | $50,001 - $100,000 |
| ELECTRONIC ARTS INC | Other | Member | $1,001 - $15,000 |
| Energy Transfer LP Common Units | Bond | Member | $15,001 - $50,000 |
| FIDELITY 500 IND | Fund | Member | $50,001 - $100,000 |
| FIDELITY ADVISOR INTL SMALL CAP | Fund | Member | $15,001 - $50,000 |
| FIDELITY CONTRA FUND | Fund | Member | $50,001 - $100,000 |
| FIDELITYCASH RESERVES | Fund | Member | $1,001 - $15,000 |
| FIDELITYINTERMEDIATE MUNI INC | Fund | Member | $100,001 - $250,000 |
| GENERAL MOTORS FIN | Bond | Member | $15,001 - $50,000 |
| GOLDMAN SACHS GRP | Fund | Member | $15,001 - $50,000 |
| GOLDMAN SACHS HIGH YIELD | Fund | Member | $15,001 - $50,000 |
| HARTFORD STRATEGIC INC FUND | Fund | Member | $15,001 - $50,000 |
| INTERCONTENENTAL EXCHANGE | Other | Member | $1,001 - $15,000 |
| INTUIT INC | Other | Member | $1,001 - $15,000 |
| ISHARES EDGE MULTIFACTOR INT | Fund | Member | $15,001 - $50,000 |
| ISHARES S&P 500 VALUE INDEX | Fund | Member | $15,001 - $50,000 |
| ISHARES TR CORE MCI | Fund | Member | $15,001 - $50,000 |
| ISHARES TR CORE MSCI | Fund | Member | $15,001 - $50,000 |
| ISHARES TRUST EAFE GRO | Fund | Member | $1,001 - $15,000 |
| JACOBS ENGINEERING INC | Other | Member | $1,001 - $15,000 |
| JP MORGANCORE BOND | Fund | Member | $1,001 - $15,000 |
| LAM RESEARCH GRP | Fund | Member | $1,001 - $15,000 |
| LOWES CO INC | Other | Member | $1,001 - $15,000 |
| MASRTERCARD INC | Other | Member | $1,001 - $15,000 |
| MCDONALDS CORP | Bond | Member | $15,001 - $50,000 |
| MEDTRONIC | Other | Member | $1,001 - $15,000 |
| MERK | Other | Member | $1,001 - $15,000 |
| MICROSOFT | Other | Member | $15,001 - $50,000 |
| MOODYS CORP | Other | Member | $1,001 - $15,000 |
| MORGAN STANLEY | Bond | Member | $15,001 - $50,000 |
| NETFLIX INC | Bond | Member | $15,001 - $50,000 |
| NORTHRUP GRUMMAN | Other | Member | $1 - $1,000 |
| NXP SEMICONDUCTORS | Other | Member | $1,001 - $15,000 |
| ORACLE | Bond | Member | $15,001 - $50,000 |
| PARTNERS SELECT ALT STRATEGIES | Fund | Member | $50,001 - $100,000 |
| PEPSICO INC. | Other | Member | $1 - $1,000 |
| PNC FINANCIAL | Fund | Member | $1,001 - $15,000 |
| PRINCIPAL DIVERSIFIED REAL ESTATE FUND | Fund | Member | $50,001 - $100,000 |
| PROCTOR AND GAMBLE | Other | Member | $1,001 - $15,000 |
| ROSS STORES | Other | Member | $1,001 - $15,000 |
| SCHWAB STRATEGIC TR INTERNATIONAL | Fund | Member | $1,001 - $15,000 |
| SIMON PPTY GROUP | Bond | Member | $15,001 - $50,000 |
| SPDR SCR TR MSCI USA STRATEGIC | Fund | Member | $1,001 - $15,000 |
| STONE RIDGE HIGH YIELD REINSUEANCE | Fund | Member | $15,001 - $50,000 |
| TOUCHSTONE SANDS CAP EMERGING MKTS GROWTH INST | Fund | Member | $15,001 - $50,000 |
| TRANS AMERICA MID CAP | Fund | Member | $50,001 - $100,000 |
| TROWE PRICE MIDCAP GROWTH | Fund | Member | $15,001 - $50,000 |
| UNITED HEALTHCARE GRP INC | Other | Member | $1,001 - $15,000 |
| UNITED RENTALS INC | Other | Member | $1,001 - $15,000 |
| US AIRWAYS RETIREMENT | Other | Spouse | $1,001 - $15,000 |
| VANGUARD 500 INDEX | Fund | Member | $15,001 - $50,000 |
| VANGUARD BALANCED INDEX | Fund | Member | $1,001 - $15,000 |
| VANGUARD EQUITY INCOME | Fund | Member | $1,001 - $15,000 |
| VANGUARD FEDERAL MONEY MKT | Fund | Member | $1 - $1,000 |
| VANGUARD INT TAX EXCEMPT | Fund | Member | $100,001 - $250,000 |
| VANGUARD INTERNATIONAL EQUITY INDEX | Fund | Member | $15,001 - $50,000 |
| VANGUARD MID CAP VALUE | Fund | Member | $1,001 - $15,000 |
| VANGUARD SM CAP GROWTH | Fund | Member | $1,001 - $15,000 |
| VANGUARD TAX MANAGED BALANCED | Fund | Member | $15,001 - $50,000 |
| VANGUARD WHITEHALL FUNDS | Fund | Member | $15,001 - $50,000 |
| VEEVA SYST INC | Other | Member | $1,001 - $15,000 |
| WALGEENS CO | Bond | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.