Official filing metadata
- Filer (as printed)
- Hon. William R. Keating
- Office (as printed)
- MA09
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 24, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 16
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 3876
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 · 16
Left: official, as printed · Right: normalized
| 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 | — | BANK AMERICA CORP SER M MTN 3.97000% 03/05/2029 CALL MAKE WHOLE [CS] filing_status: New | subholding_of: Bill's IRA | description: 06051GHG7 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 2 | — | BECTON DICKINSON &CO NOTE CALL MAKE WHOLE 3.73400% 12/15/2024 [CS] filing_status: New | subholding_of: Bill's IRA | description: 075887BF5 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 3 | — | Caterpillar, Inc. Common Stock (CAT) [ST] filing_status: New | subholding_of: Bill's IRA | CAT | S | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | CAT0.98 | SellSell | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 [CS] filing_status: New | subholding_of: Bill's IRA | description: 20030NCU3 | — | S (partial) | 09/11/2024 | 09/23/2024 | $15,001 - $50,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 5 | — | ELEVANCE HEALTH INC NOTE CALL MAKE WHOLE 3.65000% 12/01/2027 [CS] filing_status: New | subholding_of: Bill's IRA | description: 036752AB9 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 6 | — | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032 [CS] filing_status: New | subholding_of: Bill's IRA | description: 37045VAZ3 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 7 | — | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 [CS] filing_status: New | subholding_of: Bill's IRA | description: 46647PDU7 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 8 | — | LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027 [CS] filing_status: New | subholding_of: Bill's IRA | description: 548661DP9 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 9 | — | META PLATFORMS INC NOTE CALL MAKE WHOLE 4.95000% 05/15/2033 [CS] filing_status: New | subholding_of: Bill's IRA | description: 30303M8N5 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 10 | — | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 [CS] filing_status: New | subholding_of: Bill's IRA | description: 594918BJ2 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 11 | — | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] filing_status: New | subholding_of: Bill's IRA | NXPI | S | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | NXPI0.98 | SellSell | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 [CS] filing_status: New | subholding_of: Bill's IRA | description: 713448FM5 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 13 | — | T MOBILE USA INC NOTE 4.75000% 02/01/2028 [CS] filing_status: New | subholding_of: Bill's IRA | description: 87264AAV7 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 14 | — | UNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028 [CS] filing_status: New | subholding_of: Bill's IRA | description: 907818EY0 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 15 | — | UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE [GS] filing_status: New | subholding_of: Bill's IRA | description: 91282CEP2 | — | S | 09/11/2024 | 09/23/2024 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | Sep 11, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 16 | — | VERIZON COMMUNICATIONS INC 4.01600% 12/03/2029 SER C NOTE CALL MAKE WHOLE [CS] filing_status: New | subholding_of: Bill's IRA | description: 92343VEU4 | — | S (partial) | 09/11/2024 | 09/23/2024 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Self | Sep 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |