William R. Keating (D-MA-9), a current Democratic member of the House, has disclosed 203 trades since 2013: 139 purchases worth about $2.18M and 64 sales worth about $896.88K, in 56 stocks. Most traded: MSFT, GOOGL, ABNB. As a portfolio, their stock holdings and trades returned -22.8% from Mar 2021, against +92.1% for the S&P 500. Trades took a median 19 days to be disclosed; 9 came late.
William R. Keating’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2021: -22.8%, against +92.1% for SPY; the largest fall on the way was -46.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Keating | Nov 2025 | +6.0% | +10.1% | -4.0% | – | -10.0% | 0.55 | 0.54 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Keating | Nov 2023 | -6.8% | +72.6% | -79.4% | -2.3% | -29.2% | -0.02 | 0.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Keating | Nov 2021 | -33.8% | +61.1% | -94.9% | -7.9% | -46.0% | -0.27 | 0.66 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Keating | Jan 2026 | +10.0% | +10.1% | -0.1% | – | -10.0% | 0.99 | 0.53 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Keating | Mar 2021 | -22.8% | +92.1% | -114.9% | -4.5% | -46.0% | -0.11 | 0.68 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Technology | $42.82K | 10.0% | +31.7% | 5 | 4 | 1 | $32.00K | $8.00K | +7.7% | Feb 5, 2025 |
| JPMJpmorgan Chase & Co | Financial Services | $32.30K | 7.6% | -0.6% | 2 | 2 | 0 | $16.00K | $0.00 | +43.6% | Feb 13, 2023 |
| AMZNAmazon Com Inc | Consumer Discretionary | $32.26K | 7.6% | -0.8% | 3 | 3 | 0 | $48.50K | $0.00 | -8.9% | Jan 7, 2025 |
| GOOGLAlphabet Inc. | Technology | $25.22K | 5.9% | -22.4% | 4 | 3 | 1 | $24.00K | $8.00K | +74.0% | Oct 31, 2024 |
| ACNAccenture plc | Industrials | $15.52K | 3.6% | +94.0% | 3 | 2 | 1 | $16.00K | $8.00K | -74.7% | Feb 5, 2025 |
| CACICaci International Inc /De/ | Industrials | $11.61K | 2.7% | +45.1% | 1 | 1 | 0 | $8.00K | $0.00 | +86.3% | Mar 17, 2021 |
| ICEIntercontinental Exchange, Inc. | Financial Services | $10.02K | 2.3% | +25.2% | 1 | 1 | 0 | $8.00K | $0.00 | -37.8% | Mar 17, 2021 |
| INTUIntuit Inc. | Technology | $9.97K | 2.3% | +24.7% | 1 | 1 | 0 | $8.00K | $0.00 | -99.4% | Mar 17, 2021 |
| MCKMckesson Corp | Healthcare | $9.95K | 2.3% | +24.3% | 1 | 1 | 0 | $8.00K | $0.00 | +81.3% | Jun 8, 2023 |
| JJacobs Solutions Inc. | Industrials | $9.92K | 2.3% | +24.0% | 2 | 1 | 1 | $8.00K | $8.00K | -34.7% | May 17, 2024 |
| BJBJ's Wholesale Club Holdings, Inc. | Consumer Staples | $9.87K | 2.3% | +23.4% | 2 | 1 | 1 | $8.00K | $8.00K | +72.9% | Mar 3, 2025 |
| MRKMerck & Co., Inc. | Healthcare | $9.84K | 2.3% | +22.9% | 1 | 1 | 0 | $8.00K | $0.00 | +12.0% | Mar 17, 2021 |
| MAMastercard Inc | Financial Services | $9.79K | 2.3% | +22.4% | 1 | 1 | 0 | $8.00K | $0.00 | -15.5% | Mar 17, 2021 |
| VRTXVertex Pharmaceuticals Inc / Ma | Healthcare | $9.29K | 2.2% | +16.1% | 1 | 1 | 0 | $8.00K | $0.00 | +51.5% | Mar 29, 2022 |
| ISRGIntuitive Surgical Inc | Healthcare | $9.21K | 2.2% | +15.1% | 1 | 1 | 0 | $8.00K | $0.00 | -40.7% | Jul 20, 2023 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036Bond | Self | Buy | $1K–$15K | Aug 11, 2026 | Aug 25, 2026 | 14d | – | – | |
| CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031Bond | Self | Buy | $1K–$15K | Jun 30, 2026 | Aug 13, 2026 | 44d | – | – | |
| HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028Bond | Self | Buy | $15K–$50K | Jun 30, 2026 | Aug 13, 2026 | 44d | – | – | |
| JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036Bond | Self | Buy | $1K–$15K | May 8, 2026 | May 18, 2026 | 10d | – | – | |
| NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLEBond | Self | Buy | $1K–$15K | May 8, 2026 | May 18, 2026 | 10d | – | – | |
| OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028Bond | Self | Buy | $1K–$15K | Apr 29, 2026 | May 18, 2026 | 19d | – | – | |
| SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035Bond | Self | Buy | $1K–$15K | May 8, 2026 | May 18, 2026 | 10d | – | – | |
| T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033Bond | Self | Buy | $1K–$15K | Apr 17, 2026 | May 18, 2026 | 31d | – | – | |
| THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLEBond | Self | Sell | $15K–$50K | May 6, 2026 | May 18, 2026 | 12d | – | – | |
| UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026Bond | Self | Buy | $1K–$15K | Apr 30, 2026 | May 18, 2026 | 18d | – | – | |
| VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030Bond | Self | Buy | $1K–$15K | May 8, 2026 | May 18, 2026 | 10d | – | – | |
| UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026Bond | Self | Buy | $50K–$100K | Mar 26, 2026 | Apr 13, 2026 | 18d | – | – | |
| ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035Bond | Self | Buy | $1K–$15K | Feb 20, 2026 | Mar 16, 2026 | 24d | – | – | |
| CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034Bond | Self | Buy | $1K–$15K | Feb 20, 2026 | Mar 16, 2026 | 24d | – | – | |
| UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026Bond | Self | Buy | $1K–$15K | Feb 20, 2026 | Mar 16, 2026 | 24d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
William R. Keating (D-MA-9), a current Democratic member of the House, has disclosed 203 trades since 2013: 139 purchases worth about $2.18M and 64 sales worth about $896.88K, in 56 stocks. Most traded: MSFT, GOOGL, ABNB. As a portfolio, their stock holdings and trades returned -22.8% from Mar 2021, against +92.1% for the S&P 500. Trades took a median 19 days to be disclosed; 9 came late.
Rebuilt from their latest annual report and the trades they disclosed since, William R. Keating still holds 36 stocks; the largest are MSFT (about $42.82K), JPM (about $32.30K), AMZN (about $32.26K), GOOGL (about $25.22K), ACN (about $15.52K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned -22.8% from March 2021 to November 2026, against +92.1% for the S&P 500, with a largest fall of -46.0%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 19 days to be disclosed. 9 of 203 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.