Personal finances · plain-language answer
Does this show net worth or investment profit?
No. A periodic transaction report records reportable purchases, sales, or exchanges—not a complete balance sheet. Trade amounts are not investment profits or a person’s net worth.
Read the original filing ↗Direct answer
What is this record?
PTRThe official House Clerk annual index lists William R. Keating, Massachusetts District 9, with document 20025119 under filing code P and a filing date of May 22, 2024.
Open the official PDF ↗Verified PTR extraction
10 transaction rows in this filing
WHOLE PDF PASSEDEvery row in this official PDF passed the same column, date, asset-code, and amount validation. Deleted source rows remain historical and are labeled; value ranges are never converted into exact trade amounts.
Sale (partial)Accenture plc Class A Ordinary Shares (ACN)May 17, 2024 · $1,001 - $15,000 →Sale (partial)Airbnb, Inc. - Class A Common Stock (ABNB)May 17, 2024 · $1,001 - $15,000 →Sale (partial)Alphabet Inc. - Class A Common Stock (GOOGL)May 17, 2024 · $1,001 - $15,000 →PurchaseAmazon.com, Inc. - Common Stock (AMZN)May 17, 2024 · $15,001 - $50,000 →Sale (partial)AutoZone, Inc. Common Stock (AZO)May 17, 2024 · $1,001 - $15,000 →SaleCVS Health Corporation Common Stock (CVS)May 17, 2024 · $1,001 - $15,000 →Sale (partial)Jacobs Solutions Inc. Common Stock (J)May 17, 2024 · $1,001 - $15,000 →Sale (partial)Lowe's Companies, Inc. Common Stock (LOW)May 17, 2024 · $1,001 - $15,000 → See all 10 verified rows →Reading a disclosure
Assets, income, and trades are different.
- Asset value
- The reported value category of a holding—not its annual income.
- Income
- Interest, dividends, or other reported income—not the same as the asset’s value.
- Transactions
- A purchase or sale range—not a profit calculation. A transaction report is not a complete asset inventory.
- Ownership
- Check the owner column. Joint, spouse, and dependent-child holdings must not all be described as personally owned by the filer.
- Dates
- A filing date is not a live valuation. Read the report’s covered period and look for later filings or amendments.
House Ethics disclosure instructions ↗