William R. Keating
Trades
62
33 buy / 29 sell
Buy Win Rate
55%
20 buy trades scored
Avg. Buy Return
+25.7%
Dollar-weighted avg
vs S&P 500
+2.1%
Same holding periods
Trading Performance
Based on 20 buys scored
Avg. Buy Return+25.7%
S&P 500 (same periods)+23.6%
Alpha vs S&P 500+2.1%
Buy Win Rate55%
Sell Timing60%
Buy / Sell Trades12 / 3
Buy/Sell Ratio4.0x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
62 trades disclosed
CALL MAKE WHOLE
Type:
Buy
Date
May 8, 2026
CALL MAKE WHOLE
Type:
Sell
Date
May 6, 2026
UNITED STATES TREAS BILLS
Type:
Buy
Date
Mar 26, 2026
CB
CHUBB INA HLDGS INC
Type:
Buy
Date
Feb 20, 2026
VMWARE LLCBond
Type:
Buy
Date
Feb 4, 2026
UNITED STATES TREAS BILLS
Type:
Buy
Date
Jan 26, 2026
UNITED STATES TREAS BILLS
Type:
Buy
Date
Jan 8, 2026
COMCAST CORP NEWBond
Type:
Sell
Date
Dec 5, 2025
SIMON PPTY GROUP LPBond
Type:
Buy
Date
Aug 18, 2025
PEPSICO INCBond
Type:
Sell
Date
Jun 9, 2025
MICROSOFT CORPBond
Type:
Sell
Date
May 15, 2025
JPM
JPMORGAN CHASE &CO
Type:
Buy
Date
Mar 6, 2025
BJ
BJ's Wholesale Club Holdings, Inc. Common Stock
Type:
Sell
Date
Mar 3, 2025
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Feb 28, 2025
CPB
THE CAMPBELLS COMPANY
Type:
Buy
Date
Feb 6, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Feb 5, 2025
PEP
Pepsico, Inc.
Type:
Buy
Date
Feb 5, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Feb 5, 2025
ARMK
Aramark Common Stock
Type:
Buy
Date
Feb 5, 2025
LRCX
Lam Research Corporation - Common Stock
Type:
Sell
Date
Jan 24, 2025
KLAC
KLA Corporation - Common Stock
Type:
Buy
Date
Jan 24, 2025
CSGP
CoStar Group, Inc. - Common Stock
Type:
Buy
Date
Jan 21, 2025
ABNB
Airbnb, Inc. - Class A Common Stock
Type:
Sell
Date
Jan 7, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jan 7, 2025
FI
FI
Fiserv, Inc. Common Stock
Type:
Buy
Date
Jan 7, 2025
GOOGL
Alphabet Inc. - Class A Common
Type:
Buy
Date
Oct 31, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Oct 31, 2024
AMTM
Amentum Holdings, Inc. Common
Type:
Sell
Date
Oct 31, 2024
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Oct 31, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Oct 31, 2024
CAT
Caterpillar, Inc. Common Stock
Type:
Sell
Date
Sep 11, 2024
ELV
ELEVANCE HEALTH INC
Type:
Sell
Date
Sep 11, 2024
JPM
JPMORGAN CHASE &CO
Type:
Sell
Date
Sep 11, 2024
NXPI
NXP Semiconductors N.V. - Common
Type:
Sell
Date
Sep 11, 2024
UNION PAC CORPBond
Type:
Sell
Date
Sep 11, 2024
VZ
VERIZON COMMUNICATIONS INC
Type:
Sell
Date
Sep 11, 2024
JPM
JPMORGAN CHASE &CO
Type:
Buy
Date
May 24, 2024
ABNB
Airbnb, Inc. - Class A Common Stock
Type:
Sell
Date
May 17, 2024
GOOGL
Alphabet Inc. - Class A Common
Type:
Sell
Date
May 17, 2024
AZO
AutoZone, Inc. Common Stock
Type:
Sell
Date
May 17, 2024
CVS
CVS Health Corporation Common
Type:
Sell
Date
May 17, 2024
J
Jacobs Solutions Inc. Common Stock
Type:
Sell
Date
May 17, 2024
LOW
Lowe's Companies, Inc. Common
Type:
Sell
Date
May 17, 2024
MCDONALDS CORPBond
Type:
Sell
Date
May 17, 2024
MSFT
Microsoft Corporation - Common
Type:
Sell
Date
May 17, 2024
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
May 17, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
May 17, 2024
ABBVIE INCBond
Type:
Buy
Date
Mar 27, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Sell
Date
Mar 27, 2024
COF
CAPITAL ONE FINL CORP
Type:
Buy
Date
Mar 7, 2024
BA
Boeing Company
Type:
Sell
Date
Feb 28, 2024
TDG
Transdigm Group Incorporated
Type:
Buy
Date
Feb 28, 2024
URI
United Rentals, Inc. Common Stock
Type:
Sell
Date
Feb 28, 2024
BOEING COBond
Type:
Sell
Date
Feb 8, 2024
MICROSOFT CORPBond
Type:
Buy
Date
Feb 2, 2024
UNION PAC CORPBond
Type:
Buy
Date
Jan 25, 2024
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Jan 24, 2024
BANK AMERICA CORP SER NBond
Type:
Buy
Date
Jan 18, 2024
AT&T INC SER BBond
Type:
Sell
Date
Jan 18, 2024
UNITED STATES TREAS BILLS
Type:
Buy
Date
Dec 29, 2023
BOEING COBond
Type:
Buy
Date
Sep 15, 2023
SIMON PPTY GROUP LPBond
Type:
Sell
Date
Sep 13, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| May 8, 2026 | CALL MAKE WHOLE | Buy | $1k - $15k | +10dFiling |
| May 6, 2026 | CALL MAKE WHOLE | Sell | $15k - $50k | +12dFiling |
| Mar 26, 2026 | UNITED STATES TREAS BILLS | Buy | $50k - $100k | +18dFiling |
| Feb 20, 2026 | CB CHUBB INA HLDGS INC | Buy | $1k - $15k | +24dFiling |
| Feb 4, 2026 | VMWARE LLCBond | Buy | $1k - $15k | +22dFiling |
| Jan 26, 2026 | UNITED STATES TREAS BILLS | Buy | $1k - $15k | +11dFiling |
| Jan 8, 2026 | UNITED STATES TREAS BILLS | Buy | $1k - $15k | +29dFiling |
| Dec 5, 2025 | COMCAST CORP NEWBond | Sell | $1k - $15k | +11dFiling |
| Aug 18, 2025 | SIMON PPTY GROUP LPBond | Buy | $1k - $15k | +17dFiling |
| Jun 9, 2025 | PEPSICO INCBond | Sell | $1k - $15k | +14dFiling |
| May 15, 2025 | MICROSOFT CORPBond | Sell | $1k - $15k | +39dFiling |
| Mar 6, 2025 | JPM JPMORGAN CHASE &CO | Buy | $1k - $15k | +15dFiling |
| Mar 3, 2025 | BJ BJ's Wholesale Club Holdings, Inc. Common Stock | Sell | $1k - $15k | +18dFiling |
| Feb 28, 2025 | GS GOLDMAN SACHS GROUP INC | Buy | $15 - $15 | +21dFiling |
| Feb 6, 2025 | CPB THE CAMPBELLS COMPANY | Buy | $15 - $15 | +19dFiling |
| Feb 5, 2025 | MSFT Microsoft Corporation - Common Stock | Buy | $1k - $15k | +20dFiling |
| Feb 5, 2025 | PEP Pepsico, Inc. | Buy | $1k - $15k | +20dFiling |
| Feb 5, 2025 | ACN Accenture plc Class A Ordinary Shares | Buy | $1k - $15k | +20dFiling |
| Feb 5, 2025 | ARMK Aramark Common Stock | Buy | $1k - $15k | +20dFiling |
| Jan 24, 2025 | LRCX Lam Research Corporation - Common Stock | Sell | $1k - $15k | +32dFiling |
| Jan 24, 2025 | KLAC KLA Corporation - Common Stock | Buy | $1k - $15k | +32dFiling |
| Jan 21, 2025 | CSGP CoStar Group, Inc. - Common Stock | Buy | $1k - $15k | +35dFiling |
| Jan 7, 2025 | ABNB Airbnb, Inc. - Class A Common Stock | Sell | $1k - $15k | +8dFiling |
| Jan 7, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +8dFiling |
| Jan 7, 2025 | FI FI Fiserv, Inc. Common Stock | Buy | $1k - $15k | +8dFiling |
| Oct 31, 2024 | GOOGL Alphabet Inc. - Class A Common | Buy | $1k - $15k | +6dFiling |
| Oct 31, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +6dFiling |
| Oct 31, 2024 | AMTM Amentum Holdings, Inc. Common | Sell | $1k - $15k | +6dFiling |
| Oct 31, 2024 | MSFT Microsoft Corporation - Common | Buy | $1k - $15k | +6dFiling |
| Oct 31, 2024 | QCOM QUALCOMM Incorporated - | Buy | $1k - $15k | +6dFiling |
| Sep 11, 2024 | CAT Caterpillar, Inc. Common Stock | Sell | $1k - $15k | +13dFiling |
| Sep 11, 2024 | ELV ELEVANCE HEALTH INC | Sell | $1k - $15k | +13dFiling |
| Sep 11, 2024 | JPM JPMORGAN CHASE &CO | Sell | $1k - $15k | +13dFiling |
| Sep 11, 2024 | NXPI NXP Semiconductors N.V. - Common | Sell | $1k - $15k | +13dFiling |
| Sep 11, 2024 | UNION PAC CORPBond | Sell | $1k - $15k | +13dFiling |
| Sep 11, 2024 | VZ VERIZON COMMUNICATIONS INC | Sell | $1k - $15k | +13dFiling |
| May 24, 2024 | JPM JPMORGAN CHASE &CO | Buy | $15k - $50k | +28dFiling |
| May 17, 2024 | ABNB Airbnb, Inc. - Class A Common Stock | Sell | $1k - $15k | +5dFiling |
| May 17, 2024 | GOOGL Alphabet Inc. - Class A Common | Sell | $1k - $15k | +5dFiling |
| May 17, 2024 | AZO AutoZone, Inc. Common Stock | Sell | $1k - $15k | +5dFiling |
| May 17, 2024 | CVS CVS Health Corporation Common | Sell | $1k - $15k | +5dFiling |
| May 17, 2024 | J Jacobs Solutions Inc. Common Stock | Sell | $1k - $15k | +5dFiling |
| May 17, 2024 | LOW Lowe's Companies, Inc. Common | Sell | $1k - $15k | +5dFiling |
| May 17, 2024 | MCDONALDS CORPBond | Sell | $15k - $50k | +5dFiling |
| May 17, 2024 | MSFT Microsoft Corporation - Common | Sell | $1k - $15k | +5dFiling |
| May 17, 2024 | ACN Accenture plc Class A Ordinary Shares | Sell | $1k - $15k | +5dFiling |
| May 17, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $15k - $50k | +5dFiling |
| Mar 27, 2024 | ABBVIE INCBond | Buy | $15k - $50k | +36dFiling |
| Mar 27, 2024 | GS GOLDMAN SACHS GROUP INC | Sell | $15k - $50k | +36dFiling |
| Mar 7, 2024 | COF CAPITAL ONE FINL CORP | Buy | $1k - $15k | +5dFiling |
| Feb 28, 2024 | BA Boeing Company | Sell | $1k - $15k | +13dFiling |
| Feb 28, 2024 | TDG Transdigm Group Incorporated | Buy | $1k - $15k | +13dFiling |
| Feb 28, 2024 | URI United Rentals, Inc. Common Stock | Sell | $1k - $15k | +13dFiling |
| Feb 8, 2024 | BOEING COBond | Sell | $15k - $50k | +33dFiling |
| Feb 2, 2024 | MICROSOFT CORPBond | Buy | $15k - $50k | +3dFiling |
| Jan 25, 2024 | UNION PAC CORPBond | Buy | $15k - $50k | +11dFiling |
| Jan 24, 2024 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +12dFiling |
| Jan 18, 2024 | BANK AMERICA CORP SER NBond | Buy | $15k - $50k | +18dFiling |
| Jan 18, 2024 | AT&T INC SER BBond | Sell | $15k - $50k | +18dFiling |
| Dec 29, 2023 | UNITED STATES TREAS BILLS | Buy | $1k - $15k | +18dFiling |
| Sep 15, 2023 | BOEING COBond | Buy | $15k - $50k | |
| Sep 13, 2023 | SIMON PPTY GROUP LPBond | Sell | $15k - $50k |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer