William R. Keating Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 18 assets and 2 liabilities.

Year:

2013 2012 2011

Est. Net Worth

-$218K

2013 annual disclosure

Total Assets

$15K - $50K

18 assets

Total Liabilities

$150K - $350K

2 liabilities

Total Trades

225

From PTR filings

Trade Volume

$4.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$866K
2012	$2.3M
2013	-$218K

Assets by Category

Other$33K (1)

Mutual Funds$0 (17)

Top Stock Holdings (from trades)

iShares iBonds Dec 2024 Term Treasury ETFIBTE

$75K

All Assets (18)

Asset	Type	Owner	Value	Income
Fidelity Real Estate	Mutual Funds	Self	N/A	None
Fidelity Contrafund	Mutual Funds	Self	N/A	None
Fidelity Capital Appreciation	Mutual Funds	Self	N/A	None
Fidelity Growth Company	Mutual Funds	Self	N/A	None
Fidelity Low Priced Stock	Mutual Funds	Self	N/A	None
Fidelity Balanced	Mutual Funds	Self	N/A	None
Fidelity Magellan Fund	Mutual Funds	Self	N/A	None
Davis New York Venture	Mutual Funds	Self	N/A	None
Putnam Voyager Fund	Mutual Funds	Self	N/A	None
Columbia Seligman Technology	Mutual Funds	Self	N/A	None
American Funds Growth Fund	Mutual Funds	Self	N/A	None
American Funds Washington Mutual	Mutual Funds	Self	N/A	None
Vanguard Windsor Fund	Mutual Funds	Self	N/A	None
Vanguard 500 Index	Mutual Funds	Self	N/A	None
Vanguard Mid Cap Index	Mutual Funds	Self	N/A	None
Vanguard Small Cap Index	Mutual Funds	Self	N/A	None
Federated Kaufmann Fund	Mutual Funds	Self	N/A	None
Holland Farm Trust Tulsa, OK, US	Other	Self	$15,001 - $50,000	Interest $1 - $200

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Sallie Mae, Inc.	mortgage	$100,001 - $250,000	—	—
PNC Bank	mortgage	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$145K

Retail Trade$81K

Healthcare$177K

Financial Services$97K

Basic Materials$41K

Energy$65K

Technology$248K

Consumer Defensive$48K

Industrials$113K

Banking$24K

Real Estate$32K

Services$16K

Insurance$8K

Communication Services$49K

William R. Keating trades Wealthiest members Most active traders MA delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).