William R. Keating
U.S. Representative, Massachusetts district 9 (MA09)
Latest disclosure August 25, 2026: Periodic transaction report, filing 20035293.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10078334.
As of July 14, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| FCNTX | Focus Partners Brokerage Account ⇒ Fidelity Contra Fund (FCNTX) MF | Joint | $100,001 - $250,000 | p. 2 |
| VWIUX | Focus Partners Brokerage Account ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Joint | $100,001 - $250,000 | p. 3 |
| VTEB | Focus Partners Brokerage Account ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) EF | Joint | $100,001 - $250,000 | p. 3 |
| BSIIX | Focus Partners IRA ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Member | $100,001 - $250,000 | p. 4 |
| FXAIX | Focus Partners IRA ⇒ Fidelity 500 Index Fund (FXAIX) MF | Member | $100,001 - $250,000 | p. 5 |
| BSIIX | Focus Partners Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Joint | $50,001 - $100,000 | p. 1 |
| ISCG | Focus Partners Brokerage Account ⇒ iShares Morningstar Small-Cap Growth ETF (ISCG) EF | Joint | $50,001 - $100,000 | p. 2 |
| IVE | Focus Partners Brokerage Account ⇒ iShares S&P 500 Value ETF (IVE) EF | Joint | $50,001 - $100,000 | p. 2 |
| VEIRX | Focus Partners Brokerage Account ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) MF | Joint | $50,001 - $100,000 | p. 3 |
| BAGIX | Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) MF | Member | $50,001 - $100,000 | p. 4 |
| BAGIX | Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) MF | Spouse | $50,001 - $100,000 | p. 4 |
| FIQIX | Focus Partners IRA ⇒ Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) MF | Member | $50,001 - $100,000 | p. 5 |
| FDRXX | Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $50,001 - $100,000 | p. 5 |
| FTXSX | Focus Partners IRA ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) MF | Member | $50,001 - $100,000 | p. 5 |
| MNCSX | Focus Partners IRA ⇒ Mercer Non-US Core Equity Fund Class I (MNCSX) MF | Member | $50,001 - $100,000 | p. 7 |
| HSNFX | Focus Partners IRA ⇒ The Hartford Strategic Income Fund Class F (HSNFX) MF | Member | $50,001 - $100,000 | p. 8 |
| TSEGX | Focus Partners IRA ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) MF | Member | $50,001 - $100,000 | p. 9 |
| VBIAX | Vanguard Brokerage Account ⇒ Vanguard Balanced Index Fd Admiral Shs (VBIAX) MF | Member | $50,001 - $100,000 | p. 10 |
| BSIIX | Focus Partners Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Joint | $15,001 - $50,000 | p. 1 |
| ECOIX | Focus Partners Brokerage Account ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) MF | Joint | $15,001 - $50,000 | p. 1 |
| FIQIX | Focus Partners Brokerage Account ⇒ Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) MF | Joint | $15,001 - $50,000 | p. 1 |
| FDRXX | Focus Partners Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX) MF | Joint | $15,001 - $50,000 | p. 2 |
| GRHIX | Focus Partners Brokerage Account ⇒ GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) MF | Joint | $15,001 - $50,000 | p. 2 |
| GHYIX | Focus Partners Brokerage Account ⇒ Goldman Sachs High Yield Municipal Fd Inst Cl (GHYIX) MF | Joint | $15,001 - $50,000 | p. 2 |
| IXUS | Focus Partners Brokerage Account ⇒ iShares Core MSCI Total International Stock ETF (IXUS) EF | Joint | $15,001 - $50,000 | p. 2 |
| MNCSX | Focus Partners Brokerage Account ⇒ Mercer Non-US Core Equity Fund Class I (MNCSX) MF | Joint | $15,001 - $50,000 | p. 2 |
| NLSIX | Focus Partners Brokerage Account ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) MF | Joint | $15,001 - $50,000 | p. 2 |
| SHRIX | Focus Partners Brokerage Account ⇒ Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I (SHRIX) MF | Joint | $15,001 - $50,000 | p. 2 |
| RPTIX | Focus Partners Brokerage Account ⇒ T. Rowe Price Mid-Cap Growth Fund - I Class (RPTIX) MF | Joint | $15,001 - $50,000 | p. 3 |
| TSEGX | Focus Partners Brokerage Account ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) MF | Joint | $15,001 - $50,000 | p. 3 |
| HYD | Focus Partners Brokerage Account ⇒ VanEck High Yield Muni ETF (HYD) EF | Joint | $15,001 - $50,000 | p. 3 |
| none | Focus Partners IRA ⇒ Abbvie Inc Note MAT 3/15/34 CS | Member | $15,001 - $50,000 | p. 3 |
| GOOGL | Focus Partners IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | $15,001 - $50,000 | p. 3 |
| AMZN | Focus Partners IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $15,001 - $50,000 | p. 3 |
| none | Focus Partners IRA ⇒ Bank America Corp SER N Mtn MAT 11/10/28 CS | Member | $15,001 - $50,000 | p. 4 |
| none | Focus Partners IRA ⇒ Coca Cola Co Note MAT 5/13/34 CS | Member | $15,001 - $50,000 | p. 4 |
| ECOIX | Focus Partners IRA ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) MF | Member | $15,001 - $50,000 | p. 5 |
| none | Focus Partners IRA ⇒ General MTRS Co Note MAT 10/15/32 CS | Member | $15,001 - $50,000 | p. 5 |
| GRHIX | Focus Partners IRA ⇒ GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) MF | Member | $15,001 - $50,000 | p. 5 |
| IXUS | Focus Partners IRA ⇒ iShares Core MSCI Total International Stock ETF (IXUS) EF | Member | $15,001 - $50,000 | p. 6 |
| JPM | Focus Partners IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $15,001 - $50,000 | p. 6 |
| none | Focus Partners IRA ⇒ JPMorgan Chase & Co Note MAT 7/24/29 CS | Member | $15,001 - $50,000 | p. 6 |
| none | Focus Partners IRA ⇒ Lowes Cos Inc Note MAT 4/15/30 CS | Member | $15,001 - $50,000 | p. 7 |
| MSFT | Focus Partners IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $15,001 - $50,000 | p. 7 |
| none | Focus Partners IRA ⇒ Morgan Stanley Ser I MTN MAT 10/18/33 CS | Member | $15,001 - $50,000 | p. 7 |
| NLSIX | Focus Partners IRA ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) MF | Member | $15,001 - $50,000 | p. 7 |
| NLSIX | Focus Partners IRA ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| SPEM | Focus Partners IRA ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) EF | Member | $15,001 - $50,000 | p. 8 |
| SHRIX | Focus Partners IRA ⇒ Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I (SHRIX) MF | Member | $15,001 - $50,000 | p. 8 |
| none | Focus Partners IRA ⇒ The Campbells Company Note MAT 3/21/34 CS | Member | $15,001 - $50,000 | p. 8 |
| HSNFX | Focus Partners IRA ⇒ The Hartford Strategic Income Fund Class F (HSNFX) MF | Spouse | $15,001 - $50,000 | p. 9 |
| MVTIX | Focus Partners IRA ⇒ Transamerica Mid Cap Value Opportunities Fund Class I (MVTIX) MF | Member | $15,001 - $50,000 | p. 9 |
| VFIAX | Focus Partners IRA ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) MF | Spouse | $15,001 - $50,000 | p. 9 |
| none | Focus Partners IRA ⇒ Wells Fargo & Co Ser W MTN MAT 1/24/31 CS | Member | $15,001 - $50,000 | p. 10 |
| VTMFX | Vanguard Brokerage Account ⇒ Vanguard Tax-Managed Fund Balanced Fund (VTMFX) MF | Member | $15,001 - $50,000 | p. 10 |
| QLTY | Focus Partners Brokerage Account ⇒ GMO U.S. Quality ETF (QLTY) EF | Joint | $1,001 - $15,000 | p. 2 |
| OAYMX | Focus Partners Brokerage Account ⇒ Oakmark Fund Advisor Class (OAYMX) MF | Joint | $1,001 - $15,000 | p. 2 |
| SPEM | Focus Partners Brokerage Account ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) EF | Joint | $1,001 - $15,000 | p. 2 |
| ACN | Focus Partners IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Member | $1,001 - $15,000 | p. 3 |
| AMH | Focus Partners IRA ⇒ American Homes 4 Rent Common Shares of Beneficial Interest (AMH) ST | Member | $1,001 - $15,000 | p. 3 |
| ARMK | Focus Partners IRA ⇒ Aramark Common Stock (ARMK) ST | Member | $1,001 - $15,000 | p. 3 |
| AZO | Focus Partners IRA ⇒ AutoZone, Inc. Common Stock (AZO) ST | Member | $1,001 - $15,000 | p. 4 |
| none | Focus Partners IRA ⇒ Bank America Corp Ser M Mtn MAT 3/5/29 CS | Member | $1,001 - $15,000 | p. 4 |
| BJ | Focus Partners IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Member | $1,001 - $15,000 | p. 4 |
| CACI | Focus Partners IRA ⇒ CACI International, Inc. Class A Common Stock (CACI) ST | Member | $1,001 - $15,000 | p. 4 |
| none | Focus Partners IRA ⇒ Capital One Finl Corp Note MAT 10/30/31 CS | Member | $1,001 - $15,000 | p. 4 |
| CDW | Focus Partners IRA ⇒ CDW Corporation - Common Stock (CDW) ST | Member | $1,001 - $15,000 | p. 4 |
| CSGP | Focus Partners IRA ⇒ CoStar Group, Inc. - Common Stock (CSGP) ST | Member | $1,001 - $15,000 | p. 4 |
| ECOIX | Focus Partners IRA ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| none | Focus Partners IRA ⇒ Elevance Health Inc. Note MAT 12/01/27 CS | Member | $1,001 - $15,000 | p. 5 |
| FDRXX | Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| FISV | Focus Partners IRA ⇒ Fiserv, Inc. - Common Stock (FISV) ST | Member | $1,001 - $15,000 | p. 5 |
| ICE | Focus Partners IRA ⇒ Intercontinental Exchange Inc. Common Stock (ICE) ST | Member | $1,001 - $15,000 | p. 6 |
| INTU | Focus Partners IRA ⇒ Intuit Inc. - Common Stock (INTU) ST | Member | $1,001 - $15,000 | p. 6 |
| ISRG | Focus Partners IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) ST | Member | $1,001 - $15,000 | p. 6 |
| IXUS | Focus Partners IRA ⇒ iShares Core MSCI Total International Stock ETF (IXUS) EF | Spouse | $1,001 - $15,000 | p. 6 |
| J | Focus Partners IRA ⇒ Jacobs Solutions Inc. Common Stock (J) ST | Member | $1,001 - $15,000 | p. 6 |
| KKR | Focus Partners IRA ⇒ KKR & Co. Inc. Common Stock (KKR) ST | Spouse | $1,001 - $15,000 | p. 6 |
| KLAC | Focus Partners IRA ⇒ KLA Corporation - Common Stock (KLAC) ST | Member | $1,001 - $15,000 | p. 6 |
| LIN | Focus Partners IRA ⇒ Linde plc - Ordinary Shares (LIN) ST | Member | $1,001 - $15,000 | p. 6 |
| LOW | Focus Partners IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) ST | Member | $1,001 - $15,000 | p. 6 |
| MA | Focus Partners IRA ⇒ Mastercard Incorporated Common Stock (MA) ST | Member | $1,001 - $15,000 | p. 7 |
| MCK | Focus Partners IRA ⇒ McKesson Corporation Common Stock (MCK) ST | Member | $1,001 - $15,000 | p. 7 |
| MRK | Focus Partners IRA ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Member | $1,001 - $15,000 | p. 7 |
| none | Focus Partners IRA ⇒ Meta Platforms Inc Note MAT 5/15/33 CS | Member | $1,001 - $15,000 | p. 7 |
| MCO | Focus Partners IRA ⇒ Moody's Corporation Common Stock (MCO) ST | Member | $1,001 - $15,000 | p. 7 |
| NOC | Focus Partners IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) ST | Member | $1,001 - $15,000 | p. 7 |
| PANW | Focus Partners IRA ⇒ Palo Alto Networks, Inc. (PANW) ST | Member | $1,001 - $15,000 | p. 8 |
| PEP | Focus Partners IRA ⇒ Pepsico, Inc. (PEP) ST | Member | $1,001 - $15,000 | p. 8 |
| PNC | Focus Partners IRA ⇒ PNC Financial Services Group, Inc. (PNC) ST | Member | $1,001 - $15,000 | p. 8 |
| PG | Focus Partners IRA ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 8 |
| QCOM | Focus Partners IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) ST | Member | $1,001 - $15,000 | p. 8 |
| NOW | Focus Partners IRA ⇒ ServiceNow, Inc. Common Stock (NOW) ST | Member | $1,001 - $15,000 | p. 8 |
| none | Focus Partners IRA ⇒ Simon PPTY Group LP Note MAT 10/01/35 CS | Member | $1,001 - $15,000 | p. 8 |
| none | Focus Partners IRA ⇒ T Mobile USA Note MAT 2/1/28 CS | Member | $1,001 - $15,000 | p. 8 |
| TMO | Focus Partners IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) ST | Member | $1,001 - $15,000 | p. 9 |
| TJX | Focus Partners IRA ⇒ TJX Companies, Inc. (TJX) ST | Member | $1,001 - $15,000 | p. 9 |
| TDG | Focus Partners IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) ST | Member | $1,001 - $15,000 | p. 9 |
| none | Focus Partners IRA ⇒ Union PAC Corp Note MAT 9/10/28 CS | Member | $1,001 - $15,000 | p. 9 |
| URI | Focus Partners IRA ⇒ United Rentals, Inc. Common Stock (URI) ST | Member | $1,001 - $15,000 | p. 9 |
| none | Focus Partners IRA ⇒ US Treas Bills MAT 1/06/26 GS | Member | $1,001 - $15,000 | p. 9 |
| VRTX | Focus Partners IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) ST | Member | $1,001 - $15,000 | p. 9 |
| UNH | Focus Partners IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1 - $1,000 | p. 9 |
| FIQZX | Focus Partners Brokerage Account ⇒ Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX) MF | Joint | None | p. 1 |
| IMCV | Focus Partners Brokerage Account ⇒ iShares Morningstar Mid-Cap Value ETF (IMCV) EF | Joint | None | p. 2 |
| ABNB | Focus Partners IRA ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) ST | Member | None | p. 3 |
| none | Focus Partners IRA ⇒ Comcast Corp New Note Call Make Whole 4.25000% 10/15/2030 CS | Member | None | p. 4 |
| FEUPX | Focus Partners IRA ⇒ EuroPacific Growth Fund - Class F-3 (FEUPX) MF | Member | None | p. 5 |
| none | Focus Partners IRA ⇒ Goldman Sachs Group Inc Note 5.79800% 8/10/2026 Call Make Whole CS | Member | None | p. 5 |
| LRCX | Focus Partners IRA ⇒ Lam Research Corporation - Common Stock (LRCX) ST | Member | None | p. 6 |
| none | Focus Partners IRA ⇒ Microsoft Corp Note Call Make Whole 3.12500% 11/03/2025 CS | Member | None | p. 7 |
| none | Focus Partners IRA ⇒ Pepsico Inc Note Call Make Whole 3.90000% 07/18/2032 CS | Member | None | p. 8 |
| VEEV | Focus Partners IRA ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) ST | Member | None | p. 9 |
1 other asset on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
2 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026 GS | Member | P | March 26, 2026 | $50,001 - $100,000 | April 13, 2026 filing 20034307, p. 1 |
| none | HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028 CS | Member | P | June 30, 2026 | $15,001 - $50,000 | August 13, 2026 filing 20034898, p. 1 |
| none | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE CS | Member | S | May 6, 2026 | $15,001 - $50,000 | May 18, 2026 filing 20034417, p. 2 |
| none | GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE CS | Member | P | February 28, 2025 | $15,001 - $50,000 | March 21, 2025 filing 20028007, p. 1 |
| none | COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034 CS | Member | P | February 6, 2025 | $15,001 - $50,000 | February 25, 2025 filing 20027837, p. 1 |
| none | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE CS | Member | P | February 6, 2025 | $15,001 - $50,000 | February 25, 2025 filing 20027837, p. 2 |
| none | WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE CS | Member | P | February 6, 2025 | $15,001 - $50,000 | February 25, 2025 filing 20027837, p. 2 |
| none | Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036 CS | Member | P | August 11, 2026 | $1,001 - $15,000 | August 25, 2026 filing 20035293, p. 1 |
| none | CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 CS | Member | P | June 30, 2026 | $1,001 - $15,000 | August 13, 2026 filing 20034898, p. 1 |
| none | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036 CS | Member | P | May 8, 2026 | $1,001 - $15,000 | May 18, 2026 filing 20034417, p. 1 |
| none | NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE CS | Member | P | May 8, 2026 | $1,001 - $15,000 | May 18, 2026 filing 20034417, p. 1 |
| none | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 CS | Member | P | May 8, 2026 | $1,001 - $15,000 | May 18, 2026 filing 20034417, p. 1 |
| none | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 CS | Member | P | May 8, 2026 | $1,001 - $15,000 | May 18, 2026 filing 20034417, p. 2 |
| none | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026 GS | Member | P | April 30, 2026 | $1,001 - $15,000 | May 18, 2026 filing 20034417, p. 2 |
| none | OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028 CS | Member | P | April 29, 2026 | $1,001 - $15,000 | May 18, 2026 filing 20034417, p. 1 |
| none | T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033 CS | Member | P | April 17, 2026 | $1,001 - $15,000 | May 18, 2026 filing 20034417, p. 1 |
| none | ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035 CS | Member | P | February 20, 2026 | $1,001 - $15,000 | March 16, 2026 filing 20034177, p. 1 |
| none | CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034 CS | Member | P | February 20, 2026 | $1,001 - $15,000 | March 16, 2026 filing 20034177, p. 1 |
| none | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 GS | Member | P | February 20, 2026 | $1,001 - $15,000 | March 16, 2026 filing 20034177, p. 1 |
| none | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 GS | Member | P | February 4, 2026 | $1,001 - $15,000 | February 26, 2026 filing 20034068, p. 1 |
| none | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 CS | Member | P | February 4, 2026 | $1,001 - $15,000 | February 26, 2026 filing 20034068, p. 1 |
| none | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 GS | Member | P | January 26, 2026 | $1,001 - $15,000 | February 6, 2026 filing 20033946, p. 1 |
| none | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 GS | Member | P | January 8, 2026 | $1,001 - $15,000 | February 6, 2026 filing 20033946, p. 1 |
| none | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 CS | Member | S | December 5, 2025 | $1,001 - $15,000 | December 16, 2025 filing 20033628, p. 1 |
| none | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 CS | Member | P | August 18, 2025 | $1,001 - $15,000 | September 4, 2025 filing 20031014, p. 1 |
| none | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 CS | Member | S | June 9, 2025 | $1,001 - $15,000 | June 23, 2025 filing 20030174, p. 1 |
| none | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 CS | Member | S | May 15, 2025 | $1,001 - $15,000 | June 23, 2025 filing 20030174, p. 1 |
| none | BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE CS | Member | P | March 6, 2025 | $1,001 - $15,000 | March 21, 2025 filing 20028007, p. 1 |
| none | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 CS | Member | P | March 6, 2025 | $1,001 - $15,000 | March 21, 2025 filing 20028007, p. 1 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Member | S | March 3, 2025 | $1,001 - $15,000 | March 21, 2025 filing 20028007, p. 1 |
| none | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032 CS | Member | P | February 6, 2025 | $1,001 - $15,000 | February 25, 2025 filing 20027837, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | P | February 5, 2025 | $1,001 - $15,000 | February 25, 2025 filing 20027837, p. 1 |
| ARMK | Aramark Common Stock (ARMK) ST | Member | P | February 5, 2025 | $1,001 - $15,000 | February 25, 2025 filing 20027837, p. 1 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | February 5, 2025 | $1,001 - $15,000 | February 25, 2025 filing 20027837, p. 2 |
| PEP | Pepsico, Inc. (PEP) ST | Member | P | February 5, 2025 | $1,001 - $15,000 | February 25, 2025 filing 20027837, p. 2 |
| KLAC | KLA Corporation - Common Stock (KLAC) ST | Member | P | January 24, 2025 | $1,001 - $15,000 | February 25, 2025 filing 20027837, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | S | January 24, 2025 | $1,001 - $15,000 | February 25, 2025 filing 20027837, p. 2 |
| CSGP | CoStar Group, Inc. - Common Stock (CSGP) ST | Member | P | January 21, 2025 | $1,001 - $15,000 | February 25, 2025 filing 20027837, p. 1 |
| ABNB | Airbnb, Inc. - Class A Common Stock (ABNB) ST | Member | S | January 7, 2025 | $1,001 - $15,000 | January 15, 2025 filing 20026556, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | January 7, 2025 | $1,001 - $15,000 | January 15, 2025 filing 20026556, p. 1 |
| FI | Fiserv, Inc. Common Stock (FI) ST | Member | P | January 7, 2025 | $1,001 - $15,000 | January 15, 2025 filing 20026556, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 25, 2026 Periodic transaction report (2026), filing 20035293 itemised above
- August 13, 2026 Periodic transaction report (2026), filing 20034898 itemised above
- July 14, 2026 Annual report (FD Original) (2025), filing 10078334 itemised above
- May 18, 2026 Periodic transaction report (2026), filing 20034417 itemised above
- May 15, 2026 Extension request (2025), filing 30027994
- April 13, 2026 Periodic transaction report (2026), filing 20034307 itemised above
- March 16, 2026 Periodic transaction report (2026), filing 20034177 itemised above
- February 26, 2026 Periodic transaction report (2026), filing 20034068 itemised above
- February 6, 2026 Periodic transaction report (2026), filing 20033946 itemised above
- December 16, 2025 Periodic transaction report (2025), filing 20033628 itemised above
- September 4, 2025 Periodic transaction report (2025), filing 20031014 itemised above
- June 23, 2025 Periodic transaction report (2025), filing 20030174 itemised above
- May 15, 2025 Annual report (FD Original) (2024), filing 10066140
- March 21, 2025 Periodic transaction report (2025), filing 20028007 itemised above
- February 25, 2025 Periodic transaction report (2025), filing 20027837 itemised above
- January 15, 2025 Periodic transaction report (2025), filing 20026556 itemised above
- November 6, 2024 Periodic transaction report (2024), filing 20026091
- September 24, 2024 Periodic transaction report (2024), filing 20025891
- June 21, 2024 Periodic transaction report (2024), filing 20025226
- May 22, 2024 Periodic transaction report (2024), filing 20025119
- May 2, 2024 Periodic transaction report (2024), filing 20024852
- March 12, 2024 Periodic transaction report (2024), filing 20024668
- February 5, 2024 Periodic transaction report (2024), filing 20024445
- January 16, 2024 Periodic transaction report (2024), filing 20023767
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