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 20027837 under filing code P and a filing date of February 25, 2025.
Open the official PDF ↗Verified PTR extraction
11 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.
PurchaseCOCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034Feb 6, 2025 · $15,001 - $50,000 →PurchaseGENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032Feb 6, 2025 · $1,001 - $15,000 →PurchaseTHE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLEFeb 6, 2025 · $15,001 - $50,000 →PurchaseWELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLEFeb 6, 2025 · $15,001 - $50,000 →PurchaseAccenture plc Class A Ordinary Shares (ACN)Feb 5, 2025 · $1,001 - $15,000 →PurchaseAramark Common Stock (ARMK)Feb 5, 2025 · $1,001 - $15,000 →PurchaseMicrosoft Corporation - Common Stock (MSFT)Feb 5, 2025 · $1,001 - $15,000 →PurchasePepsico, Inc. (PEP)Feb 5, 2025 · $1,001 - $15,000 → See all 11 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.
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