Democrat · Representative · MA, District 9

William R. Keating

128 disclosed trades · 29/03/2022 → 08/05/2026

Tickers: 49
Buys / sells: 72 / 56
Median lag: 15d
Est. volume: $2M

C73/ 100

median 15d lag to file · 5 late

Return mirror

Buy disclosures averaged +57.6% since filing, +1.1 pp vs S&P 500.

since disclosure

Win rate: 78.6%
Avg return: +57.6%
vs S&P 500: +1.1 pp

Playbook

Index Shadow

William shows an Index Shadow pattern

Diversified book that tracks the index closely.

Spread across many names with no single position dominating. Returns rarely diverge meaningfully from the S&P 500.

Cadence: 31/yr
Buy bias: 56%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

10 positions · $186K est. volume

AMZN$48.5K
WFC$32.5K
META$24.5K
UNP$24.5K
JPM$16K
GOOGL$8K

All disclosed trades (128)

Showing 128 of 128 loaded disclosures

Asset

18/05/2026Traded 08/05/2026BuyJPM
JPMJPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036
46647PEX0
10d$1,001–$15,000
18/05/2026Traded 08/05/2026BuyNOC
NOCNORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE
666807BS0
10d$1,001–$15,000
18/05/2026Traded 08/05/2026BuyBond
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035
46647PEX0
10d$1,001–$15,000
18/05/2026Traded 08/05/2026BuyBond
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
928563AF2
10d$1,001–$15,000
18/05/2026Traded 06/05/2026SellBond
THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE
134429BP3
12d$15,001–$50,000
18/05/2026Traded 30/04/2026BuyBond
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026
912797SW8
18d$1,001–$15,000
18/05/2026Traded 29/04/2026BuyOTIS
OTISOTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028
68902VAP2
19d$1,001–$15,000
18/05/2026Traded 17/04/2026BuyBond
T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033
87264ACY9
31d$1,001–$15,000
13/04/2026Traded 26/03/2026BuyBond
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026
912797TK3
18d$50,001–$100,000
16/03/2026Traded 20/02/2026BuyBond
ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035
02079KAY3
24d$1,001–$15,000
16/03/2026Traded 20/02/2026BuyBond
CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034
171239AK2
24d$1,001–$15,000
16/03/2026Traded 20/02/2026BuyBond
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
912797TA5
24d$1,001–$15,000
26/02/2026Traded 04/02/2026BuyBond
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
912797TA5
22d$1,001–$15,000
26/02/2026Traded 04/02/2026BuyBond
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
928563AF2
22d$1,001–$15,000
06/02/2026Traded 26/01/2026BuyBond
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
912797TA5
11d$1,001–$15,000
06/02/2026Traded 08/01/2026BuyBond
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
912797TA5
29d$1,001–$15,000
16/12/2025Traded 05/12/2025SellBond
COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030
20030NCU3
11d$1,001–$15,000
04/09/2025Traded 18/08/2025BuyBond
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035
828807EA1
17d$1,001–$15,000
23/06/2025Traded 09/06/2025SellBond
PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032
713448FM5
14d$1,001–$15,000
23/06/2025Traded 15/05/2025SellBond
MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025
594918BJ2
39d$1,001–$15,000
21/03/2025Traded 06/03/2025BuyBond
BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE
06051GLC1
15d$1,001–$15,000
21/03/2025Traded 06/03/2025BuyBond
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029
46647PDU7
15d$1,001–$15,000
21/03/2025Traded 03/03/2025SellBJ
BJBJ's Wholesale Club Holdings
18d$1,001–$15,000
21/03/2025Traded 28/02/2025BuyBond
GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE
38145GAM2
21d$15,001–$50,000
25/02/2025Traded 06/02/2025BuyBond
COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034
191216DR8
19d$15,001–$50,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 08/05/2026. Identical consecutive line items on the same filing are collapsed with a ×N badge.