William R. Keating Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 27 assets and 1 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$2.3M

2012 annual disclosure

Total Assets

$1.5M - $3.5M

27 assets

Total Liabilities

$100K - $250K

1 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

Retirement & Pension$1.1M (3)

Mutual Funds$693K (20)

Real Estate$550K (2)

Other$75K (1)

Bank & Cash$33K (1)

Top Stock Holdings (from trades)

iShares iBonds Dec 2024 Term Treasury ETFIBTE

$75K

All Assets (27)

Asset	Type	Owner	Value	Income
271 Custom St 502 San Juan, PR, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
1188 Rd San Juan, PR, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Sharon Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Fidelity 529 College	Other	Self	$50,001 - $100,000	None
Fidelity Account 5246	Retirement & Pension	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Fidelity Account 6018	Retirement & Pension	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Fidelity Contrafund	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $2,501 - $5,000
Fidelity 401k	Retirement & Pension	Self	$500,001 - $1,000,000	Tax-Deferred $15,001 - $50,000
Fidelity Contrafund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Fidelity Magellan Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Fidelity Capital & Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Fidelity Trend Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Fidelity Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Fidelity Growth Company Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Fidelity OTC Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Ariel Appreciation Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Dodge & Cox Balanced Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Columbia Acorn International	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Franklin Equity Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Goldman Sachs Mid Cap Value Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Oakmark Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Oakmark Equity & Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
T. Rowe Price Equity Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Vanguard Wellington Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Washington Mutual Investors Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Wells Fargo Advantage Balanced Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Wells Fargo Advantage Equity Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Sharon Credit Union	mortgage	$100,001 - $250,000	—	—

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

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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).