Filing audit view

20018465Parsed

DWilliam R. Keating · House · ptr · filed Apr 27, 2021

Official filing metadata

Filer (as printed): Hon. William R. Keating
Office (as printed): MA09
Chamber: House
Filing type: ptr
Filing date: Apr 27, 2021
Filing year: 2021
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 56
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 2206

Reading this page

The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.

When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.

Rows · 56

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
Official · as printed in the filing									Normalized · our interpretation
#	Owner	Asset	Ticker	Type	Tx date	Notified	Amount	Conf.	Ticker	Type	Owner	Tx date	Amount	Class	Flags
1	—	Accenture plc Class A Ordinary Shares (ACN) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	ACN	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	ACN0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
2	—	Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	GOOGL0.95	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
3	—	ANTHEM INC NOTE CAll MAKE WHOlE 3.65000% 12/01/2027 [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : 036752AB9	—	P	04/16/2021	04/16/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Apr 16, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled
4	—	Aramark (ARMK) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	ARMK	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	ARMK0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
5	—	AutoZone, Inc. (AZO) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	AZO	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	AZO0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
6	—	Baxter International Inc. (BAX) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	BAX	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	BAX0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
7	—	Baxter International Inc. (BAX) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	BAX	P	04/14/2021	04/16/2021	$1,001 - $15,000	1.00	BAX0.98	BuyBuy	Self	Apr 14, 2021	$1,001 - $15,000mid $8K	Stock	modelled
8	—	BECTON DICKINSON &CO NOTE CAll MAKE WHOlE 3.73400% 12/15/2024 [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : corporate bond	—	P	03/30/2021	04/06/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Mar 30, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled
9	—	BJ's Wholesale Club Holdings, Inc. (BJ) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	BJ	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	BJ0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
10	—	BK OF AMERICA CORP SER M MTN 3.97000% 03/05/2029 CAll MAKE WHOlE [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : 06051gHg7	—	P	04/16/2021	04/16/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Apr 16, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled
11	—	Boeing Company (BA) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	BA	P	04/14/2021	04/16/2021	$1,001 - $15,000	1.00	BA0.98	BuyBuy	Self	Apr 14, 2021	$1,001 - $15,000mid $8K	Stock	modelled
12	—	Boeing Company (BA) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	BA	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	BA0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
13	—	Booking Holdings Inc. (BKNg) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	BKNG0.95	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
14	—	CACI International, Inc. Class A (CACI) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	CACI	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	CACI0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
15	—	Capital One Financial Corporation (COF) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	COF	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	COF0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
16	—	Caterpillar, Inc. (CAT) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	CAT	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	CAT0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
17	—	CDW Corporation (CDW) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	CDW	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	CDW0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
18	—	Chevron Corporation (CVX) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	CVX	S	04/14/2021	04/16/2021	$1,001 - $15,000	1.00	CVX0.98	SellSell	Self	Apr 14, 2021	$1,001 - $15,000mid $8K	Stock	modelled
19	—	Chevron Corporation (CVX) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	CVX	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	CVX0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
20	—	CITIgROuP INC NOTE CAll MAKE WHOlE 3.20000% 10/21/2026 [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : Corporate bond	—	P	03/18/2021	03/26/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Mar 18, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled
21	—	Crown Castle International Corp. (CCI) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	CCI	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	CCI0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
22	—	CVS Health Corporation (CVS) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	CVS	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	CVS0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
23	—	Electronic Arts Inc. (EA) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	EA	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	EA0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
24	—	ENERgY TRANSFER l P NOTE CAll MAKE WHOlE 5.87500% 01/15/2024 [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : corporate bond	—	P	03/30/2021	04/06/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Mar 30, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled
25	—	Fiserv, Inc. (FISV) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	FISV	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	FISV0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
26	—	gENERAl MTRS FINl CO INC NOTE 5.10000% 01/17/2024 CAll MAKE WHOlE [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : Corporate bond	—	P	03/18/2021	03/26/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Mar 18, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled
27	—	Intercontinental Exchange Inc. (ICE) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	ICE	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	ICE0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
28	—	Intuit Inc. (INTu) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	INTU0.95	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
29	—	Jacobs Engineering group Inc. (J) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	J	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	J0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
30	—	JP Morgan Chase & Co. (JPM) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	JPM	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	JPM0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
31	—	lam Research Corporation (lRCX) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	LRCX0.95	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
32	—	lowe's Companies, Inc. (lOW) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	LOW0.92	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
33	—	Mastercard Incorporated (MA) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	MA	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	MA0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
34	—	Medtronic plc. Ordinary Shares (MDT) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	MDT	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	MDT0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
35	—	Merck & Company, Inc. Common Stock (MRK) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	MRK	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	MRK0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
36	—	Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	MSFT	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	MSFT0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
37	—	Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	MSFT	P	04/14/2021	04/16/2021	$1,001 - $15,000	1.00	MSFT0.98	BuyBuy	Self	Apr 14, 2021	$1,001 - $15,000mid $8K	Stock	modelled
38	—	Moody's Corporation (MCO) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	MCO	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	MCO0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
39	—	MORgAN STANlEY MTN CAll MAKE WHOlE 3.87500% 04/29/2024 [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : 61746BDQ6	—	P	04/16/2021	04/16/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Apr 16, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled
40	—	NETFlIX INC. SER B NOTE 4.87500% 04/15/2028 CAll MAKE WHOlE [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : corporate bond	—	P	04/30/2021	04/06/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Apr 30, 2021	$15,001 - $50,000mid $32.5K	Bond	Reviewnot modelled
41	—	Northrop grumman Corporation (NOC) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	NOC	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	NOC0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
42	—	NXP Semiconductors N.V. (NXPI) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	NXPI	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	NXPI0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
43	—	Pepsico, Inc. (PEP) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	PEP	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	PEP0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
44	—	PNC Financial Services group, Inc. (PNC) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	PNC	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	PNC0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
45	—	Procter & gamble Company (Pg) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	PG0.95	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
46	—	Procter & gamble Company (Pg) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	04/14/2021	04/16/2021	$1,001 - $15,000	1.00	PG0.95	BuyBuy	Self	Apr 14, 2021	$1,001 - $15,000mid $8K	Stock	modelled
47	—	Ross Stores, Inc. (ROST) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	ROST	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	ROST0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
48	—	SIMON PPTY gROuP lP NOTE CAll MAKE WHOlE 2.45000% 09/13/2029 [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : Corporate bond	—	P	03/18/2021	03/26/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Mar 18, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled
49	—	Suncor Energy Inc. (Su) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	SU0.95	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
50	—	Suncor Energy Inc. (Su) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	S	04/14/2021	04/16/2021	$1,001 - $15,000	1.00	SU0.95	SellSell	Self	Apr 14, 2021	$1,001 - $15,000mid $8K	Stock	modelled
51	—	united Rentals, Inc. (uRI) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	URI0.95	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
52	—	unitedHealth group Incorporated Common Stock (uNH) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	—	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	UNH0.95	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
53	—	Veeva Systems Inc. Class A (VEEV) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	VEEV	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	VEEV0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
54	—	VeriSign, Inc. (VRSN) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	VRSN	P	03/17/2021	03/26/2021	$1,001 - $15,000	1.00	VRSN0.98	BuyBuy	Self	Mar 17, 2021	$1,001 - $15,000mid $8K	Stock	modelled
55	—	VeriSign, Inc. (VRSN) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA	VRSN	P	04/14/2021	04/16/2021	$1,001 - $15,000	1.00	VRSN0.98	BuyBuy	Self	Apr 14, 2021	$1,001 - $15,000mid $8K	Stock	modelled
56	—	WAlgREEN CO NOTE CAll MAKE WHOlE 3.10000% 09/15/2022 [CS] other: F IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : corporate bond	—	P	03/30/2021	04/06/2021	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Mar 30, 2021	$15,001 - $50,000mid $32.5K	Bond	not modelled