William R. Keating Democrat · MA-9
House of Representatives · in office · serving since 2011 · born September 6, 1952
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
196
across 36 filings
Securities traded
56
0 active in 6 months
Disclosed range total
$1,008,044
sum of filed minimums
In plain language
Of 196 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| MA-9 | 113th–119th | 2013–2027 | district renumbered from 10 |
| MA-10 | 112th | 2011–2013 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Armed Services | Member | 8 | minority | record |
| House Committee on Foreign Affairs | Member | 3 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Armed Services | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Foreign Affairs | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Armed Services | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Foreign Affairs | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Armed Services | Member | 2019-02 → 2020-12 |
| 116th | House Committee on Foreign Affairs | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Homeland Security | Member | 2019-01 → 2019-01 |
| 115th | House Committee on Foreign Affairs | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Homeland Security | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Foreign Affairs | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Homeland Security | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Foreign Affairs | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Homeland Security | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Small Business | Member | 2013-01 → 2013-02 |
| 112th | House Committee on Foreign Affairs | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Homeland Security | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Small Business | Member | 2012-11 → 2012-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| BJ | BJ's Wholesale Club Holdings, Inc. Comm… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2021-03 → 2025-03 |
| ACN | Accenture Plc | Business Services | 3 | 2 / 1 | $24,002 | 2021-03 → 2025-02 |
| ARMK | Aramark Common Stock (ARMK) | Retail & Consumer | 2 | 2 / 0 | $16,001 | 2021-03 → 2025-02 |
| PEP | Pepsico Inc | Food & Beverage | 2 | 2 / 0 | $16,001 | 2021-03 → 2025-02 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 5 | 4 / 1 | $40,003 | 2021-03 → 2025-02 |
| KLAC | KLA Corporation - Common Stock (KLAC) | Medical Devices | 1 | 1 / 0 | $8,001 | 2025-01 → 2025-01 |
| LRCX | Lam Research Corp | Industrials | 3 | 2 / 1 | $24,002 | 2021-03 → 2025-01 |
| CSGP | CoStar Group, Inc. - Common Stock (CSGP) | Business Services | 1 | 1 / 0 | $8,001 | 2025-01 → 2025-01 |
| FI | Fiserv Inc | — | 1 | 1 / 0 | $8,001 | 2025-01 → 2025-01 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 3 | 3 / 0 | $48,502 | 2024-05 → 2025-01 |
| ABNB | Airbnb, Inc. - Class A Common Stock (AB… | Business Services | 3 | 1 / 2 | $24,002 | 2023-01 → 2025-01 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 4 | 3 / 1 | $32,002 | 2021-03 → 2024-10 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| AMTM | Amentum Holdings, Inc. Common Stock (AM… | — | 1 | 0 / 1 | $8,001 | 2024-10 → 2024-10 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 3 | 1 / 2 | $16,850 | 2021-03 → 2024-09 |
| NXPI | NXP Semiconductors N.V. - Common Stock … | Semiconductors | 3 | 2 / 1 | $24,002 | 2021-03 → 2024-09 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2021-03 → 2024-05 |
| J | Jacobs Solutions Inc. Common Stock (J) | Construction | 2 | 1 / 1 | $16,001 | 2021-03 → 2024-05 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2021-03 → 2024-05 |
| LOW | Lowe's Companies | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2021-03 → 2024-05 |
| URI | United Rentals, Inc. Common Stock (URI) | Business Services | 2 | 1 / 1 | $16,001 | 2021-03 → 2024-02 |
| BA | Boeing Company (BA) | Defense & Aerospace | 3 | 2 / 1 | $24,002 | 2021-03 → 2024-02 |
| TDG | Transdigm Group Incorporated Common Sto… | Defense & Aerospace | 1 | 1 / 0 | $8,001 | 2024-02 → 2024-02 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 1 | 1 / 0 | $8,001 | 2024-01 → 2024-01 |
| EA | Electronic Arts Inc. - Common Stock (EA) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2021-03 → 2023-07 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 1 | 1 / 0 | $8,001 | 2023-07 → 2023-07 |
| COF | Capital One Financial Corporation Commo… | Banking | 2 | 1 / 1 | $16,001 | 2021-03 → 2023-06 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 1 | 1 / 0 | $8,001 | 2023-06 → 2023-06 |
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 1 | 1 / 0 | $8,001 | 2023-06 → 2023-06 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 2 | 2 / 0 | $16,001 | 2021-03 → 2023-02 |
| VEEV | Veeva Systems Inc. Class A Common Stock… | Software & IT Services | 2 | 2 / 0 | $16,001 | 2021-03 → 2023-02 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 2 | 2 / 0 | $16,001 | 2021-03 → 2023-02 |
| BKNG | Booking Holdings Inc. - Common Stock (B… | Other | 2 | 1 / 1 | $16,001 | 2021-03 → 2023-01 |
| BAX | Baxter International Inc. Common Stock … | Medical Devices | 3 | 2 / 1 | $24,002 | 2021-03 → 2022-12 |
| ADBE | Adobe Systems Inc | Software & IT Services | 2 | 1 / 1 | $16,001 | 2021-06 → 2022-11 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 1 | 1 / 0 | $8,001 | 2022-11 → 2022-11 |
| TJX | TJX Companies | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2022-09 → 2022-09 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-09 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-03 |
| AMH | American Homes 4 Rent Common Shares of … | Investment Funds | 1 | 1 / 0 | $8,001 | 2022-03 → 2022-03 |
| VRTX | Vertex Pharmaceuticals Incorporated - C… | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2022-03 → 2022-03 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-03 |
| FISV | Fiserv, Inc. - Common Stock (FISV) | Business Services | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-01 |
| VRSN | VeriSign, Inc. - Common Stock (VRSN) | Software & IT Services | 3 | 2 / 1 | $24,002 | 2021-03 → 2021-06 |
| SU | Suncor Energy Inc. Common Stock (SU) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-04 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-04 |
| PG | Procter & Gamble Company (PG) | Chemicals | 2 | 2 / 0 | $16,001 | 2021-03 → 2021-04 |
| CDW | CDW Corporation - Common Stock (CDW) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| MCO | Moody's Corporation Common Stock | Business Services | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| CACI | CACI International, Inc. Class A Common… | Software & IT Services | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | -1.7% | 10 | $80,005 |
| 2024 | +1.2% | 19 | $176,510 |
| 2023 | +1.0% | 15 | $112,856 |
| 2022 | +3.8% | 9 | $72,005 |
| 2021 | -1.3% | 48 | $384,024 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-05-08 | — | VMWARE LLC NOTE CALL MAKE | buy | $1,001 – $15,000 | self | record |
| 2026-05-08 | — | SIMON PPTY GROUP LP NOTE | buy | $1,001 – $15,000 | self | record |
| 2026-05-08 | — | NORTHROP GRUMMAN CORP | buy | $1,001 – $15,000 | self | record |
| 2026-05-08 | — | JPMORGAN CHASE &CO NOTE | buy | $1,001 – $15,000 | self | record |
| 2026-05-06 | — | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | sell | $15,001 – $50,000 | self | record |
| 2026-04-30 | — | UNITED STATES TREAS BILLS | buy | $1,001 – $15,000 | self | record |
| 2026-04-29 | — | OTIS WORLDWIDE CORP NOTE | buy | $1,001 – $15,000 | self | record |
| 2026-04-17 | — | T MOBILE USA INC NOTE CALL | buy | $1,001 – $15,000 | self | record |
| 2026-03-26 | — | UNITED STATES TREAS BILLS | buy | $50,001 – $100,000 | self | record |
| 2026-02-20 | — | UNITED STATES TREAS BILLS | buy | $1,001 – $15,000 | self | record |
| 2026-02-20 | — | CHUBB INA HLDGS INC NOTE | buy | $1,001 – $15,000 | self | record |
| 2026-02-20 | — | ALPHABET INC NOTE CALL MAKE | buy | $1,001 – $15,000 | self | record |
| 2026-02-04 | — | VMWARE LLC NOTE CALL MAKE | buy | $1,001 – $15,000 | self | record |
| 2026-02-04 | — | UNITED STATES TREAS BILLS | buy | $1,001 – $15,000 | self | record |
| 2026-01-26 | — | UNITED STATES TREAS BILLS | buy | $1,001 – $15,000 | self | record |
| 2026-01-08 | — | UNITED STATES TREAS BILLS | buy | $1,001 – $15,000 | self | record |
| 2025-12-05 | — | COMCAST CORP NEW NOTE CALL | sell | $1,001 – $15,000 | self | record |
| 2025-08-18 | — | SIMON PPTY GROUP LP NOTE | buy | $1,001 – $15,000 | self | record |
| 2025-06-09 | — | PEPSICO INC NOTE CALL MAKE | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | — | MICROSOFT CORP NOTE CALL | sell | $1,001 – $15,000 | self | record |
| 2025-03-06 | — | JPMORGAN CHASE &CO NOTE | buy | $1,001 – $15,000 | self | record |
| 2025-03-06 | — | BANK AMERICA CORP SER N MTN | buy | $1,001 – $15,000 | self | record |
| 2025-03-03 | BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) | sell | $1,001 – $15,000 | self | record |
| 2025-02-28 | — | GOLDMAN SACHS GROUP INC | buy | $15,001 – $50,000 | self | record |
| 2025-02-06 | — | WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE | buy | $15,001 – $50,000 | self | record |
| 2025-02-06 | — | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | buy | $15,001 – $50,000 | self | record |
| 2025-02-06 | — | GENERAL MTRS CO NOTE CALL | buy | $1,001 – $15,000 | self | record |
| 2025-02-06 | — | COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034 | buy | $15,001 – $50,000 | self | record |
| 2025-02-05 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | self | record |
| 2025-02-05 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | self | record |
| 2025-02-05 | ARMK | Aramark Common Stock (ARMK) | buy | $1,001 – $15,000 | self | record |
| 2025-02-05 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | self | record |
| 2025-01-24 | LRCX | Lam Research Corporation - Common Stock (LRCX) | sell | $1,001 – $15,000 | self | record |
| 2025-01-24 | KLAC | KLA Corporation - Common Stock (KLAC) | buy | $1,001 – $15,000 | self | record |
| 2025-01-21 | CSGP | CoStar Group, Inc. - Common Stock (CSGP) | buy | $1,001 – $15,000 | self | record |
| 2025-01-07 | FI | Fiserv, Inc. Common Stock (FI) | buy | $1,001 – $15,000 | self | record |
| 2025-01-07 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2025-01-07 | ABNB | Airbnb, Inc. - Class A Common Stock (ABNB) | sell | $1,001 – $15,000 | self | record |
| 2024-10-31 | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) | buy | $1,001 – $15,000 | self | record |
| 2024-10-31 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | self | record |
| 2024-10-31 | AMTM | Amentum Holdings, Inc. Common Stock (AMTM) | sell | $1,001 – $15,000 | self | record |
| 2024-10-31 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2024-10-31 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | buy | $1,001 – $15,000 | self | record |
| 2024-10-09 | — | LOWES COS INC NOTE CALL MAKE | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | VERIZON COMMUNICATIONS INC | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE | sell | $15,001 – $50,000 | self | record |
| 2024-09-11 | — | UNION PAC CORP NOTE CALL | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | T MOBILE USA INC NOTE 4.75000% | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | PEPSICO INC NOTE CALL MAKE | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | NXPI | NXP Semiconductors N.V. - Common Stock (NXPI) | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | MICROSOFT CORP NOTE CALL | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | META PLATFORMS INC NOTE CALL | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | LOWES COS INC NOTE CALL MAKE | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | JPMORGAN CHASE &CO NOTE | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | GENERAL MTRS CO NOTE CALL | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | ELEVANCE HEALTH INC NOTE | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% | sell | $15,001 – $50,000 | self | record |
| 2024-09-11 | CAT | Caterpillar, Inc. Common Stock (CAT) | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | BECTON DICKINSON &CO NOTE | sell | $1,001 – $15,000 | self | record |
| 2024-09-11 | — | BANK AMERICA CORP SER M MTN | sell | $1,001 – $15,000 | self | record |
| 2024-06-06 | — | T MOBILE USA INC NOTE 4.75000% 02/01/2028 | buy | $15,001 – $50,000 | self | record |
| 2024-05-29 | — | CITIGROUP INC NOTE CALL MAKE WHOLE 3.20000% 10/21/2026 | sell | $15,001 – $50,000 | self | record |
| 2024-05-24 | — | JPMORGAN CHASE &CO NOTE | buy | $15,001 – $50,000 | self | record |
| 2024-05-17 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $1,001 – $15,000 | self | record |
| 2024-05-17 | — | MCDONALDS CORP MTN CALL | sell | $15,001 – $50,000 | self | record |
| 2024-05-17 | LOW | Lowe's Companies, Inc. Common Stock (LOW) | sell | $1,001 – $15,000 | self | record |
| 2024-05-17 | J | Jacobs Solutions Inc. Common Stock (J) | sell | $1,001 – $15,000 | self | record |
| 2024-05-17 | CVS | CVS Health Corporation Common Stock (CVS) | sell | $1,001 – $15,000 | self | record |
| 2024-05-17 | AZO | AutoZone, Inc. Common Stock (AZO) | sell | $1,001 – $15,000 | self | record |
| 2024-05-17 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $15,001 – $50,000 | self | record |
| 2024-05-17 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | sell | $1,001 – $15,000 | self | record |
| 2024-05-17 | ABNB | Airbnb, Inc. - Class A Common Stock (ABNB) | sell | $1,001 – $15,000 | self | record |
| 2024-05-17 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | self | record |
| 2024-04-11 | — | LOWES COS INC NOTE CALL MAKE | buy | $1,001 – $15,000 | self | record |
| 2024-03-27 | — | GOLDMAN SACHS GROUP INC | sell | $15,001 – $50,000 | self | record |
| 2024-03-27 | — | ABBVIE INC NOTE CALL MAKE | buy | $15,001 – $50,000 | self | record |
| 2024-03-07 | — | CAPITAL ONE FINL CORP NOTE | buy | $1,001 – $15,000 | self | record |
| 2024-02-28 | URI | United Rentals, Inc. Common Stock (URI) | sell | $1,001 – $15,000 | self | record |
| 2024-02-28 | TDG | Transdigm Group Incorporated Common Stock (TDG) | buy | $1,001 – $15,000 | self | record |
| 2024-02-28 | BA | Boeing Company (BA) | sell | $1,001 – $15,000 | self | record |
| 2024-02-08 | — | BOEING CO NOTE CALL MAKE | sell | $15,001 – $50,000 | self | record |
| 2024-02-02 | — | MICROSOFT CORP NOTE CALL | buy | $15,001 – $50,000 | self | record |
| 2024-01-25 | — | UNION PAC CORP NOTE CALL | buy | $15,001 – $50,000 | self | record |
| 2024-01-24 | PANW | Palo Alto Networks, Inc. (PANW) | buy | $1,001 – $15,000 | self | record |
| 2024-01-18 | — | BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE | buy | $15,001 – $50,000 | self | record |
| 2024-01-18 | — | AT&T INC SER B NOTE 4.30000% 02/15/2030 CALL MAKE WHOLE | sell | $15,001 – $50,000 | self | record |
| 2023-12-29 | — | UNITED STATES TREAS BILLS | buy | $1,001 – $15,000 | self | record |
| 2023-09-21 | CAT | Caterpillar, Inc. (CAT) | sell | $849 – $849 | self | record |
| 2023-09-15 | — | 097023DC6 | buy | $15,001 – $50,000 | self | record |
| 2023-09-15 | — | 2000111428 BOEING CO NOTE CALL MAKE WHOLE 3.62500% 02/01/2031 | buy | $15,001 – $50,000 | self | record |
| 2023-09-13 | — | 828807DF1 | sell | $15,001 – $50,000 | self | record |
| 2023-09-13 | — | 2000111429 SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.45000% | sell | $15,001 – $50,000 | self | record |
| 2023-08-10 | — | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 | buy | $15,001 – $50,000 | self | record |
| 2023-07-21 | — | META PLATFORMS INC NOTE | buy | $15,001 – $50,000 | self | record |
| 2023-07-20 | ISRG | Intuitive Surgical, Inc. (ISRG) | buy | $1,001 – $15,000 | self | record |
| 2023-07-20 | EA | Electronic Arts Inc. (EA) | sell | $1,001 – $15,000 | self | record |
| 2023-06-30 | LIN | Linde plc Ordinary Shares (LIN) | buy | $1,001 – $15,000 | self | record |
| 2023-06-30 | COF | Capital One Financial Corporation (COF) | sell | $1,001 – $15,000 | self | record |
| 2023-06-27 | — | GENERAL MTRS FINL CO INC | sell | $15,001 – $50,000 | self | record |
| 2023-06-27 | — | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% | buy | $15,001 – $50,000 | self | record |
| 2023-06-26 | — | UNITED STATES TREAS SER BC- | sell | $1,001 – $15,000 | self | record |
| 2023-06-08 | MCK | McKesson Corporation (MCK) | buy | $1,001 – $15,000 | self | record |
| 2023-06-08 | CVS | CVS Health Corporation (CVS) | sell | $1,001 – $15,000 | self | record |
| 2023-02-13 | VEEV | Veeva Systems Inc. Class A (VEEV) | buy | $1,001 – $15,000 | self | record |
| 2023-02-13 | PNC | PNC Financial Services Group, Inc. (PNC) | buy | $1,001 – $15,000 | self | record |
| 2023-02-13 | NXPI | NXP Semiconductors N.V. (NXPI) | buy | $1,001 – $15,000 | self | record |
| 2023-02-13 | LRCX | Lam Research Corporation (LRCX) | buy | $1,001 – $15,000 | self | record |
| 2023-02-13 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | self | record |
| 2023-02-13 | GOOGL | Alphabet Inc. - Class A (GOOGL) | buy | $1,001 – $15,000 | self | record |
| 2023-01-18 | BKNG | Booking Holdings Inc. (BKNG) | sell | $1,001 – $15,000 | self | record |
| 2023-01-18 | ABNB | Airbnb, Inc. - Class A (ABNB) | buy | $1,001 – $15,000 | self | record |
| 2022-12-05 | BAX | Baxter International Inc. (BAX) | sell | $1,001 – $15,000 | self | record |
| 2022-12-02 | — | CAPITAL ONE FINL CORP NOTE | buy | $1,001 – $15,000 | self | record |
| 2022-11-09 | NOW | ServiceNow, Inc. (NOW) | buy | $1,001 – $15,000 | self | record |
| 2022-11-09 | ADBE | Adobe Inc. (ADBE) | sell | $1,001 – $15,000 | self | record |
| 2022-11-04 | — | MORGAN STANLEY SER I MTN | buy | $15,001 – $50,000 | self | record |
| 2022-11-04 | — | MORGAN STANLEY MTN CALL | sell | $15,001 – $50,000 | self | record |
| 2022-10-07 | — | IBTE | buy | $50,001 – $100,000 | self | record |
| 2022-09-30 | — | VERIZON COMMUNICATIONS INC 4.01600% 12/03/2029 SER C NOTE CALL MAKE WHOLE | buy | $15,001 – $50,000 | self | record |
| 2022-09-15 | — | ORACLE CORP NOTE CALL MAKE WHOLE 2.30000% 03/25/2028 | sell | $15,001 – $50,000 | self | record |
| 2022-09-09 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | self | record |
| 2022-09-09 | ROST | Ross Stores, Inc. (ROST) | sell | $1,001 – $15,000 | self | record |
| 2022-07-20 | — | UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE | buy | $15,001 – $50,000 | self | record |
| 2022-05-26 | — | UNITED STATES TREAS SER BC- | buy | $1,001 – $15,000 | self | record |
| 2022-05-19 | — | NETFLIX INC. SER B NOTE | sell | $15,001 – $50,000 | self | record |
| 2022-03-29 | VRTX | Vertex Pharmaceuticals Incorporated (VRTX) | buy | $1,001 – $15,000 | self | record |
| 2022-03-29 | MDT | Medtronic plc. Ordinary Shares (MDT) | sell | $1,001 – $15,000 | self | record |
| 2022-03-29 | CCI | Crown Castle International Corp. (CCI) | sell | $1,001 – $15,000 | self | record |
| 2022-03-29 | AMH | American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | buy | $1,001 – $15,000 | self | record |
| 2022-02-11 | — | gENERAl MTRS FINl CO INC | sell | $15,001+ | self | record |
| 2022-02-11 | — | gENERAl MTRS FINl CO INC | buy | $15,001+ | self | record |
| 2022-01-28 | FISV | Fiserv, Inc. (FISV) | sell | $1,001 – $15,000 | self | record |
| 2022-01-11 | — | COMCAST CORP NEW NOTE | buy | $15,001 – $50,000 | self | record |
| 2021-06-29 | — | lOWES COS INC NOTE CAll MAKE WHOlE 3.10000% | buy | $15,001 – $50,000 | self | record |
| 2021-06-10 | — | VAlERO ENERgY CORP NOTE | sell | $15,001+ | self | record |
| 2021-06-10 | VRSN | VeriSign, Inc. (VRSN) | sell | $1,001 – $15,000 | self | record |
| 2021-06-10 | ADBE | Adobe Inc. (ADBE) | buy | $1,001 – $15,000 | self | record |
| 2021-05-18 | — | AT&T INC SER B NOTE | buy | $15,001 – $50,000 | self | record |
| 2021-05-06 | — | gOlDMAN SACHS gROUP INC NOTE | buy | $15,001 – $50,000 | self | record |
| 2021-05-03 | — | MCDONAlDS CORP MTN CAll | buy | $15,001 – $50,000 | self | record |
| 2021-04-30 | — | NETFlIX INC. SER B NOTE 4.87500% 04/15/2028 CAll MAKE WHOlE | buy | $15,001 – $50,000 | self | record |
| 2021-04-16 | — | MORgAN STANlEY MTN CAll | buy | $15,001+ | self | record |
| 2021-04-16 | — | BK OF AMERICA CORP SER M | buy | $15,001+ | self | record |
| 2021-04-16 | — | ANTHEM INC NOTE CAll MAKE | buy | $15,001+ | self | record |
| 2021-04-14 | VRSN | VeriSign, Inc. (VRSN) | buy | $1,001 – $15,000 | self | record |
| 2021-04-14 | SU | Suncor Energy Inc. (Su) | sell | $1,001 – $15,000 | self | record |
| 2021-04-14 | PG | Procter & gamble Company (Pg) | buy | $1,001 – $15,000 | self | record |
| 2021-04-14 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | self | record |
| 2021-04-14 | CVX | Chevron Corporation (CVX) | sell | $1,001 – $15,000 | self | record |
| 2021-04-14 | BA | Boeing Company (BA) | buy | $1,001 – $15,000 | self | record |
| 2021-04-14 | BAX | Baxter International Inc. (BAX) | buy | $1,001 – $15,000 | self | record |
| 2021-03-30 | — | WAlgREEN CO NOTE CAll MAKE WHOlE 3.10000% | buy | $15,001 – $50,000 | self | record |
| 2021-03-30 | — | ENERgY TRANSFER l P NOTE | buy | $15,001+ | self | record |
| 2021-03-30 | — | BECTON DICKINSON &CO NOTE | buy | $15,001+ | self | record |
| 2021-03-18 | — | SIMON PPTY gROuP lP NOTE | buy | $15,001+ | self | record |
| 2021-03-18 | — | gENERAl MTRS FINl CO INC | buy | $15,001+ | self | record |
| 2021-03-18 | — | CITIgROuP INC NOTE CAll MAKE WHOlE 3.20000% | buy | $15,001 – $50,000 | self | record |
| 2021-03-17 | VRSN | VeriSign, Inc. (VRSN) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | VEEV | Veeva Systems Inc. Class A (VEEV) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | UNH | unitedHealth group Incorporated Common Stock (uNH) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | URI | united Rentals, Inc. (uRI) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | SU | Suncor Energy Inc. (Su) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | ROST | Ross Stores, Inc. (ROST) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | PG | Procter & gamble Company (Pg) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | PNC | PNC Financial Services group, Inc. (PNC) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | NXPI | NXP Semiconductors N.V. (NXPI) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | NOC | Northrop grumman Corporation (NOC) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | MCO | Moody's Corporation (MCO) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | MDT | Medtronic plc. Ordinary Shares (MDT) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | MA | Mastercard Incorporated (MA) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | LOW | lowe's Companies, Inc. (lOW) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | LRCX | lam Research Corporation (lRCX) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | J | Jacobs Engineering group Inc. (J) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | INTU | Intuit Inc. (INTu) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | ICE | Intercontinental Exchange Inc. (ICE) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | FISV | Fiserv, Inc. (FISV) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | EA | Electronic Arts Inc. (EA) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | CVS | CVS Health Corporation (CVS) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | CCI | Crown Castle International Corp. (CCI) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | CVX | Chevron Corporation (CVX) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | CDW | CDW Corporation (CDW) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | CAT | Caterpillar, Inc. (CAT) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | COF | Capital One Financial Corporation (COF) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | CACI | CACI International, Inc. Class A (CACI) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | BKNG | Booking Holdings Inc. (BKNg) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | BA | Boeing Company (BA) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | BJ | BJ's Wholesale Club Holdings, Inc. (BJ) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | BAX | Baxter International Inc. (BAX) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | AZO | AutoZone, Inc. (AZO) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | ARMK | Aramark (ARMK) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | GOOGL | Alphabet Inc. - Class A (gOOgl) | buy | $1,001 – $15,000 | self | record |
| 2021-03-17 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | self | record |