William R. KeatingFiling

Annual Report | Filed on 15 May 2024

This congressional financial disclosure from William R. Keating (annual report) contains 103 stock trades. It was filed on 15 May 2024. Reported tickers include GHYIX, ISCG, SHRIX, IGF, PNC, and 44 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

William R. Keating

Filing Type

Annual Report

Filed Date

15 May 2024

View Original Filing (PDF)

Transactions

103 transactions


Vanguard Equity Income Fu... VEIRX	S (partial)	29 Dec 2023	$50,001 - $100,000	-
SPDR Series Trust SPDR Po... SPYV	P	29 Dec 2023	$50,001 - $100,000	-
United States treasury bi...	P	29 Dec 2023	$1,001 - $15,000	-
Rayliant Quantamental Chi... RAYC	S	18 Dec 2023	$1,001 - $15,000	-
SPDR Index Shares Fund SP... SPEM	P	18 Dec 2023	$1,001 - $15,000	-
Fidelity Intermediate Mun... FLTMX	S	1 Dec 2023	$100,001 - $250,000	-
Fidelity Intermediate Mun... FLTMX	S	1 Dec 2023	$100,001 - $250,000	-
Vanguard muni bond fds ta...	P	1 Dec 2023	$100,001 - $250,000	-
Fidelity Intermediate Mun... FLTMX	S	1 Dec 2023	$100,001 - $250,000	-
Fidelity Intermediate Mun... FLTMX	S	1 Dec 2023	$100,001 - $250,000	-
Fidelity Intermediate Mun... FLTMX	S	1 Dec 2023	$100,001 - $250,000	-
Fidelity Intermediate Mun... FLTMX	S	1 Dec 2023	$100,001 - $250,000	-
Fidelity Intermediate Mun... FLTMX	S	1 Dec 2023	$100,001 - $250,000	-
Brown Capital Management ... BCSSX	S (partial)	28 Nov 2023	$15,001 - $50,000	-
iShares Morningstar Small... ISCG	P	26 Nov 2023	$15,001 - $50,000	-
Ecofin Global Renewables ... ECOIX	S (partial)	23 Nov 2023	$15,001 - $50,000	-
iShares Core MSCI Total I... IXUS	S (partial)	22 Nov 2023	$1,001 - $15,000	-
iShares National Muni Bon... MUB	P	15 Nov 2023	$100,001 - $250,000	-
Vanguard Intermediate-Ter... VWIUX	S (partial)	15 Nov 2023	$100,001 - $250,000	-
Vanguard Intermediate-Ter... VWIUX	S (partial)	15 Nov 2023	$100,001 - $250,000	-
iShares Global Infrastruc... IGF	P	2 Nov 2023	$15,001 - $50,000	-
Goldman Sachs High Yield ... GHYIX	S (partial)	31 Oct 2023	$15,001 - $50,000	-
VanEck ETF Trust VanEck H... HYD	P	31 Oct 2023	$15,001 - $50,000	-
EuroPacific Growth Fund, ... AEPFX	P	23 Sept 2023	$15,001 - $50,000	-
Stone Ridge High Yield Re... SHRIX	P	22 Sept 2023	$15,001 - $50,000	-
Principal Fds, Inc. Diver... PDRDX	P	22 Sept 2023	$15,001 - $50,000	-
Boeing co note 3.625 [AB]	P	15 Sept 2023	$15,001 - $50,000	-
Principal Fds, Inc. Diver... PDRDX	P	24 Aug 2023	$15,001 - $50,000	-
iShares Core MSCI Total I... IXUS	P	24 Aug 2023	$15,001 - $50,000	-
Mercer Non-US Core Equity... MNCSX	P	24 Aug 2023	$1,001 - $15,000	-
Principal Fds, Inc. Diver... PDRDX	P	23 Aug 2023	$15,001 - $50,000	-
SPDR SSgA Multi Asset Rea... RLY	S	23 Aug 2023	$15,001 - $50,000	-
Ecofin Global Renewables ... ECOIX	P	22 Aug 2023	$15,001 - $50,000	-
iShares Global Infrastruc... IGF	S (partial)	22 Aug 2023	$15,001 - $50,000	-
PepsiCo note 3.9% [AB]	P	10 Aug 2023	$15,001 - $50,000	-
Vanguard Intermediate-Ter... VWIUX	P	2 Aug 2023	$15,001 - $50,000	-
iShares iBonds Dec 2024 T... IBMM	S	2 Aug 2023	$15,001 - $50,000	-
Baird Aggregate Bond Fund... BAGIX	P	1 Aug 2023	$50,001 - $100,000	-
iShares iBonds Dec 2024 T... IBTE	S	1 Aug 2023	$50,001 - $100,000	-
Neuberger Berman Long Sho... NLSIX	P	27 Jul 2023	$15,001 - $50,000	-
The Hartford Strategic In... HSNIX	P	27 Jul 2023	$15,001 - $50,000	-
Meta platform note [AB]	P	21 Jul 2023	$15,001 - $50,000	-
Electronic Arts Inc. - Co... EA	S	20 Jul 2023	$1,001 - $15,000	-
Intuitive Surgical, Inc. ... ISRG	P	20 Jul 2023	$1,001 - $15,000	-
SPDR SSgA Multi Asset Rea... RLY	P	19 Jul 2023	$15,001 - $50,000	-
iShares Global Infrastruc... IGF	P	17 Jul 2023	$15,001 - $50,000	-
Ecofin Global Renewables ... ECOIX	S (partial)	17 Jul 2023	$15,001 - $50,000	-
Ecofin Global Renewables ... ECOIX	S (partial)	17 Jul 2023	$15,001 - $50,000	-
Ecofin Global Renewables ... ECOIX	S (partial)	17 Jul 2023	$15,001 - $50,000	-
Ecofin Global Renewables ... ECOIX	S (partial)	17 Jul 2023	$15,001 - $50,000	-
Ecofin Global Renewables ... ECOIX	S (partial)	17 Jul 2023	$15,001 - $50,000	-
Lind Capital Partners Mun... LCPMX	P	29 Jun 2023	$1,001 - $15,000	-
Capital One Financial Cor... COF	S	29 Jun 2023	$1,001 - $15,000	-
Stone Ridge High Yield Re... SHRIX	P	26 Jun 2023	$15,001 - $50,000	-
iShares iBonds Dec 2024 T... IBTE	P	26 Jun 2023	$50,001 - $100,000	-
GMS Capital Corp. COM ACC... GMCP	P	26 Jun 2023	$15,001 - $50,000	-
General motors final co i...	S (partial)	26 Jun 2023	$15,001 - $50,000	Note 3.1%
iShares iBonds Dec 2025 T... IBTF	P	26 Jun 2023	$50,001 - $100,000	-
United States treasury se...	S (partial)	26 Jun 2023	$1,001 - $15,000	-
Ecofin Global Renewables ... ECOIX	P	23 Jun 2023	$15,001 - $50,000	-
iShares iBonds Dec 2025 T... IBMN	P	14 Jun 2023	$15,001 - $50,000	-
Blackrock total factor fd...	S	14 Jun 2023	$15,001 - $50,000	-
SPDR Select Sector Fund -... XLV	S	8 Jun 2023	$1,001 - $15,000	-
SPDR Select Sector Fund -... XLV	S	8 Jun 2023	$1,001 - $15,000	-
CVS Health Corporation Co... CVS	S (partial)	8 Jun 2023	$1,001 - $15,000	-
McKesson Corporation Comm... MCK	P	8 Jun 2023	$1,001 - $15,000	-
271 canton st. Stoughton,...	S	1 May 2023	$250,001 - $500,000	LOCATION: Stoughton, MA, US
Neuberger Berman Long Sho... NLSIX	P	23 Apr 2023	$15,001 - $50,000	-
Neuberger Berman Long Sho... NLSIX	P	19 Apr 2023	$1,001 - $15,000	-
Vanguard Whitehall fds [G...	S	19 Apr 2023	$15,001 - $50,000	-
Mercer Non-US Core Equity... MNCSX	S (partial)	23 Mar 2023	$1,001 - $15,000	-
Stone Ridge High Yield Re... SHRIX	S (partial)	22 Mar 2023	$50,001 - $100,000	-
The Hartford Strategic In... HSNIX	S (partial)	22 Mar 2023	$15,001 - $50,000	-
Stone Ridge High Yield Re... SHRIX	S (partial)	22 Mar 2023	$50,001 - $100,000	-
iShares Core MSCI Total I... IXUS	S (partial)	22 Mar 2023	$15,001 - $50,000	-
Ecofin Global Renewables ... ECOIX	S (partial)	22 Mar 2023	$15,001 - $50,000	-
EuroPacific Growth Fund -... FEUPX	S (partial)	22 Mar 2023	$15,001 - $50,000	-
Vanguard Whitehall fds [G...	S	22 Mar 2023	$15,001 - $50,000	-
iShares iBonds Dec 2024 T... IBTE	S	22 Mar 2023	$50,001 - $100,000	-
Principal Fds, Inc. Diver... PDRDX	S (partial)	22 Mar 2023	$15,001 - $50,000	-
Blackrock total factor fd...	S	23 Feb 2023	$50,001 - $100,000	-
Vanguard Equity Income Fu... VEIRX	P	23 Feb 2023	$15,001 - $50,000	-
PNC Financial Services Gr... PNC	P	13 Feb 2023	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	P	13 Feb 2023	$1,001 - $15,000	-
Lam Research Corporation ... LRCX	P	13 Feb 2023	$1,001 - $15,000	-
Touchstone Sands Capital ... TSEGX	P	13 Feb 2023	$1,001 - $15,000	-
Brown Capital Management ... BCSSX	S (partial)	13 Feb 2023	$1,001 - $15,000	-
Stone Ridge High Yield Re... SHRIX	P	13 Feb 2023	$1,001 - $15,000	-
Fidelity 500 Index Fund (... FXAIX	P	13 Feb 2023	$1,001 - $15,000	-
Fidelity Advisor Internat... FIQIX	P	13 Feb 2023	$1,001 - $15,000	-
Veeva Systems Inc. Class ... VEEV	P	13 Feb 2023	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	13 Feb 2023	$1,001 - $15,000	-
BlackRock Large Cap Srs F... BILPX	S	13 Feb 2023	$15,001 - $50,000	-
Transamerica Mid Cap Valu... MVTIX	P	13 Feb 2023	$15,001 - $50,000	-
Veeva Systems Inc. Class ... VEEV	P	13 Feb 2023	$1,001 - $15,000	-
NXP Semiconductors N.V. -... NXPI	P	13 Feb 2023	$1,001 - $15,000	-
iShares Core MSCI Total I... IXUS	P	13 Feb 2023	$1,001 - $15,000	-
BlackRock Large Cap Srs F... BILPX	S	2 Feb 2023	$15,001 - $50,000	-
Brown Capital Management ... BCSSX	P	2 Feb 2023	$1,001 - $15,000	-
Stone Ridge High Yield Re... SHRIX	P	23 Jan 2023	$15,001 - $50,000	-
iShares Short Treasury Bo... SHV	S	23 Jan 2023	$15,001 - $50,000	-
Airbnb, Inc. - Class A Co... ABNB	P	18 Jan 2023	$1,001 - $15,000	-
Booking Holdings Inc. - C... BKNG	S	18 Jan 2023	$1,001 - $15,000	-