U.S. Representative
Rick W. Allen
RHouseGeorgia · District 12
U.S. Representative (R) for Georgia, 75 years old.
Tenure
Representative since 2015
Born
Augusta, Richmond County, Ga., 1951
Education
- B.S. Auburn University (1973)
Full biography
ALLEN, Rick W., a Representative from Georgia; born in Augusta, Richmond County, Ga., November 7, 1951; graduated from Evans High School, Evans, Ga., 1969; B.S., Auburn University, Auburn, Ala., 1973; business owner; elected as a Republican to the One Hundred Fourteenth and to the five succeeding Congresses (January 3, 2015-present).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
Return YTD
Down 12.8%
Net Profit YTD
−$6.2K
▼ Trailing S&P 500 by 16.0 pts
7 priced trades counted
Profitable trades
14%
House rank
#28/85
100
Total trades
$479K
Volume YTD
548d
Avg hold
99
Conflicts
Track record by window
Year to date
−$6.2K
-12.8%
Gross flow$479K
Trades10
Bought / Sold6·4
Open book60%
Public-record gap+4.0%
1 year
−$3.5K
-0.6%
Gross flow$1M
Trades22
Bought / Sold14·8
Open book64%
Public-record gap+1.2%
5 years
−$15.7K
-6.5%
Gross flow$6.6M
Trades109
Bought / Sold65·44
Open book60%
Public-record gap-3.2%
Best call · 1Y
↑bought
Ferguson Enterprises Inc. (FERG)+$4K(+12.2%)
Bought at $224.66 on Dec 12, 2025 · now $252.00
Stock (FERG)
Worst call · 1Y
↑bought
S&P Global (SPGI)−$7.9K(-24.2%)
Bought at $545.00 on Jan 14, 2026 · now $413.04
Disclosed trades · 100
All filings →●Filed Mar 11, 2026·traded Feb 19, 2026
↓sold
Intuit Inc. - Common Stock (INTU)(INTU)$1K-$15K
20 days to disclose
⚑ Technology · Communications and TechnologyFlat·+0.0%
+32.0% vs S&P 500●Filed Mar 11, 2026·traded Feb 19, 2026
↑bought
Manufacturing Company Ltd. (TSM)(TSM)$1K-$15K
20 days to disclose
⚑ Technology · Communications and TechnologyGood buy·+$1.9K+23.9%
−8.1% vs S&P 500●Filed Mar 11, 2026·traded Feb 19, 2026
↑bought
Kinder Morgan, Inc. Common Stock (KMI)(KMI)$1K-$15K
20 days to disclose
⚑ Energy · Committee on Energy and CommerceBad buy·−$236-3.0%
−7.8% vs S&P 500●Filed Mar 11, 2026·traded Feb 18, 2026
↓soldIntuit Inc. - Common Stock (INTU)(INTU)$15K-$50K
21 days to disclose
⚑ Technology · Communications and TechnologyFlat·+0.0%
+31.4% vs S&P 500●Filed Feb 17, 2026·traded Jan 14, 2026
↓sold
A
Inc. Common Stock (AWK)(AWK)$50K-$100K34 days to disclose
⚑ Utilities · Committee on Energy and CommerceFlat·+0.0%
+4.5% vs S&P 500●Filed Feb 17, 2026·traded Jan 14, 2026
↑bought
S
(SPGI)(SPGI)$15K-$50K34 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$7.9K-24.2%
−20.0% vs S&P 500●Filed Feb 17, 2026·traded Jan 14, 2026
↓sold
(PAYX)(PAYX)$15K-$50K
34 days to disclose
⚑ Technology · Communications and TechnologyFlat·+0.0%
+27.9% vs S&P 500●Filed Jan 15, 2026·traded Dec 12, 2025
↓sold
Netflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
34 days to disclose
⚑ Telecom · Communications and TechnologyFlat·+0.0%
−0.9% vs S&P 500●Filed Jan 15, 2026·traded Dec 12, 2025
↑bought
F
Stock (FERG)(FERG)$15K-$50K34 days to disclose
⚑ Industrials · EnergyGood buy·+$4K+12.2%
+1.0% vs S&P 500●Filed Nov 13, 2025·traded Oct 10, 2025
↓sold
Common Stock (CHD)(CHD)$15K-$50K
34 days to disclose
⚑ Consumer Defensive · Committee on Energy and CommerceFlat·+0.0%
+7.1% vs S&P 500●Filed Oct 7, 2025·traded Sep 12, 2025
↓sold
Shares (ACN)(ACN)$1K-$15K
25 days to disclose
⚑ Technology · Communications and TechnologyFlat·+0.0%
+36.7% vs S&P 500●Filed Sep 12, 2025·traded Aug 19, 2025
↓soldShares (ACN)(ACN)$1K-$15K
24 days to disclose
⚑ Technology · Communications and TechnologyFlat·+0.0%
+41.5% vs S&P 500●Filed Sep 12, 2025·traded Aug 19, 2025
↑bought
A
Stock (ATO)(ATO)$15K-$50K24 days to disclose
⚑ Energy · Committee on Energy and CommerceGood buy·+$3.7K+11.4%
−24.6% vs S&P 500●Filed Aug 11, 2025·traded Jul 10, 2025
↑bought
Charles Schwab Corporation (SCHW)(SCHW)$15K-$50K
32 days to disclose
⚑ Banking · Oversight and InvestigationsBad buy·−$311-1.0%
+0.7% vs S&P 500●Filed Jul 15, 2025·traded Jun 20, 2025
↑boughtIntuit Inc. - Common Stock (INTU)(INTU)$1K-$15K
25 days to disclose
⚑ Technology · Communications and TechnologyBad buy·−$4.7K-58.1%
−112.1% vs S&P 500●Filed Jun 18, 2025·traded May 16, 2025
↓sold
Stock (TMO)(TMO)$15K-$50K
33 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+11.6% vs S&P 500●Filed Jun 18, 2025·traded May 16, 2025
↑boughtNetflix, Inc. - Common Stock (NFLX)(NFLX)$15K-$50K
33 days to disclose
⚑ Telecom · Communications and TechnologyBad buy·−$9.8K-30.1%
−43.6% vs S&P 500●Filed May 15, 2025·traded Apr 11, 2025
↓soldStock (TMO)(TMO)$15K-$50K
34 days to disclose
⚑ Healthcare · Health, Employment, Labor, and PensionsFlat·+0.0%
+8.5% vs S&P 500●Filed Feb 20, 2025·traded Jan 17, 2025
↑bought
A
AutoZone, Inc. Common Stock (AZO)(AZO)$15K-$50K34 days to discloseprice pending
⚑ Consumer Cyclical · Communications and Technology●Filed Jan 16, 2025·traded Dec 12, 2024
↑bought
Rollins, Inc. Common Stock (ROL)(ROL)$15K-$50K
35 days to disclose
⚑ Industrials · EnergyGood buy·+$3.6K+11.1%
−15.4% vs S&P 500●Filed Oct 18, 2024·traded Sep 12, 2024
↓soldCharles Schwab Corporation (SCHW)(SCHW)$15K-$50K
36 days to disclose
⚑ Banking · Oversight and InvestigationsMissed gain·−$14.1K-43.3%
−15.6% vs S&P 500●Filed Sep 20, 2024·traded Aug 14, 2024
↓sold
Deere & Company Common Stock (DE)(DE)$1K-$15K
37 days to disclose
⚑ Industrials · EnergyMissed gain·−$4.8K-60.2%
−28.9% vs S&P 500●Filed Aug 8, 2024·traded Jul 16, 2024
↓sold
Johnson & Johnson Common Stock (JNJ)(JNJ)$15K-$50K
23 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsMissed gain·−$16.5K-50.7%
−24.3% vs S&P 500●Filed Aug 8, 2024·traded Jul 16, 2024
↑bought
A
AutoZone, Inc. Common Stock (AZO)(AZO)$15K-$50K23 days to discloseprice pending
⚑ Consumer Cyclical · Communications and Technology●Filed Jul 10, 2024·traded Jun 13, 2024
↓soldJohnson & Johnson Common Stock (JNJ)(JNJ)$15K-$50K
27 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsMissed gain·−$18.3K-56.4%
−24.8% vs S&P 500●Filed Jun 21, 2024·traded May 20, 2024
↑bought
C
(CTAS)(CTAS)$1K-$15K32 days to disclose
⚑ Industrials · EnergyGood buy·+$70+0.9%
−33.8% vs S&P 500●Filed Jun 21, 2024·traded May 20, 2024
↓sold
Stock (SBUX)(SBUX)$15K-$50K
32 days to disclose
⚑ Consumer Cyclical · Communications and TechnologyMissed gain·−$8.9K-27.3%
+7.4% vs S&P 500●Filed May 14, 2024·traded Apr 9, 2024
↑bought
A
Stock (AMP)(AMP)$50K-$100K35 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsGood buy·+$6K+8.0%
−29.4% vs S&P 500●Filed Feb 16, 2024·traded Jan 17, 2024
↓sold
BlackRock, Inc. Common Stock (BLK)(BLK)$50K-$100K
30 days to disclose
⚑ Banking · Oversight and InvestigationsMissed gain·−$24.5K-32.7%
+18.5% vs S&P 500●Filed Jan 11, 2024·traded Dec 21, 2023
↓sold
A
Albemarle Corporation (ALB)(ALB)$1K-$15K21 days to disclose
⚑ Basic Materials · EnergyMissed gain·−$2.4K-29.5%
+21.6% vs S&P 500●Filed Jan 11, 2024·traded Dec 14, 2023
↑bought
A
Albemarle Corporation (ALB)(ALB)$50K-$100K28 days to disclose
⚑ Basic Materials · EnergyGood buy·+$21K+28.1%
−23.2% vs S&P 500●Filed Jan 11, 2024·traded Dec 14, 2023
↑boughtCharles Schwab Corporation (SCHW)(SCHW)$50K-$100K
28 days to disclose
⚑ Banking · Oversight and InvestigationsGood buy·+$18.6K+24.8%
−26.5% vs S&P 500●Filed Nov 16, 2023·traded Oct 13, 2023
↓sold
Activision Blizzard, Inc (ATVI)(ATVI)$15K-$50K
34 days to discloseprice pending
⚑ Technology · Communications and Technology●Filed Aug 10, 2023·traded Mar 14, 2023
↓sold
Pfizer, Inc. (PFE)(PFE)$15K-$50K
149 days to disclose · 104 past 45-day window
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsFlat·+0.0%
+17.5% vs S&P 500●Filed Aug 10, 2023·traded Mar 14, 2023
↓soldShares (ACN)(ACN)$50K-$100K
149 days to disclose · 104 past 45-day window
⚑ Technology · Communications and TechnologySmart sell·+$22K+29.4%
+111.6% vs S&P 500●Filed Aug 10, 2023·traded Mar 9, 2023
↓sold
S
SouthState Corporation (SSB)(SSB)$50K-$100K154 days to disclose · 109 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$20.1K-26.9%
+55.5% vs S&P 500●Filed Aug 10, 2023·traded Jan 13, 2023
↓sold
S
SouthState Corporation (SSB)(SSB)$50K-$100K209 days to disclose · 164 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$11.8K-15.8%
+63.4% vs S&P 500●Filed Aug 10, 2023·traded Aug 18, 2022
↑bought
Amgen Inc. (AMGN)(AMGN)$15K-$50K
357 days to disclose · 312 past 45-day window
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsGood buy·+$12.3K+38.0%
−28.9% vs S&P 500●Filed Aug 10, 2023·traded Aug 11, 2022
↓sold
Walt Disney Company (DIS)(DIS)$15K-$50K
364 days to disclose · 319 past 45-day window
⚑ Telecom · Communications and TechnologySmart sell·+$4.2K+12.8%
+82.8% vs S&P 500●Filed Aug 10, 2023·traded Apr 4, 2022
↓sold
S
SouthState Corporation (SSB)(SSB)$50K-$100K493 days to disclose · 448 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$13.7K-18.2%
+38.1% vs S&P 500●Filed Aug 10, 2023·traded Mar 14, 2022
↑boughtWalt Disney Company (DIS)(DIS)$15K-$50K
514 days to disclose · 469 past 45-day window
⚑ Telecom · Communications and TechnologyBad buy·−$6.7K-20.5%
−91.7% vs S&P 500●Filed Aug 10, 2023·traded Mar 10, 2022
↑boughtThermo Fisher Scientific Inc (TMO)(TMO)$15K-$50K
518 days to disclose · 473 past 45-day window
⚑ Healthcare · Health, Employment, Labor, and PensionsBad buy·−$4.1K-12.7%
−80.5% vs S&P 500●Filed Aug 10, 2023·traded Feb 16, 2022
↓sold
S
SouthState Corporation (SSB)(SSB)$50K-$100K540 days to disclose · 495 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$4.1K-5.4%
+54.5% vs S&P 500●Filed Aug 10, 2023·traded Feb 10, 2022
↓sold2000097313 SP Walt Disney Company (DIS)(DIS)$15K-$50K
546 days to disclose · 501 past 45-day window
⚑ Telecom · Communications and TechnologySmart sell·+$10.6K+32.6%
+91.5% vs S&P 500●Filed Aug 10, 2023·traded Feb 9, 2022
↓sold
S
SouthState Corporation (SSB)(SSB)$50K-$100K547 days to disclose · 502 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$6K-7.9%
+48.1% vs S&P 500●Filed Aug 10, 2023·traded Jan 25, 2022
↓soldWalt Disney Company (DIS)(DIS)$1K-$15K
562 days to disclose · 517 past 45-day window
⚑ Telecom · Communications and TechnologyFlat·+0.0%
+62.2% vs S&P 500●Filed Aug 10, 2023·traded Jan 25, 2022
↓sold2000089846 SP Starbucks Corporation (SBUX)(SBUX)$1K-$15K
562 days to disclose · 517 past 45-day window
⚑ Consumer Cyclical · Communications and TechnologyMissed gain·−$137-1.7%
+62.6% vs S&P 500●Filed Aug 10, 2023·traded Jan 18, 2022
↓sold
S
SouthState Corporation (SSB)(SSB)$50K-$100K569 days to disclose · 524 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$6K-8.0%
+48.4% vs S&P 500●Filed Aug 10, 2023·traded Jan 13, 2022
↓sold
S
SouthState Corporation (SSB)(SSB)$50K-$100K574 days to disclose · 529 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$2.8K-3.7%
+50.0% vs S&P 500●Filed Aug 10, 2023·traded Jan 13, 2022
↑boughtWalt Disney Company (DIS)(DIS)$15K-$30K
574 days to disclose · 529 past 45-day window
⚑ Telecom · Communications and TechnologyBad buy·−$6K-26.8%
−78.4% vs S&P 500●Filed Aug 10, 2023·traded Jan 13, 2022
↑bought
Waste Management, Inc. (WM)(WM)$15K-$50K
574 days to disclose · 529 past 45-day window
⚑ Industrials · EnergyGood buy·+$14.9K+45.8%
−7.9% vs S&P 500●Filed Aug 10, 2023·traded Oct 22, 2021
↓sold
2000076739 SP PayPal Holdings, Inc. (PYPL)(PYPL)$1K-$15K
657 days to disclose · 612 past 45-day window
⚑ Financial Services · Health, Employment, Labor, and PensionsFlat·+0.0%
+27.6% vs S&P 500●Filed Aug 10, 2023·traded Oct 7, 2021
↓sold
F
Freeport-McMoRan, Inc. (FCX)(FCX)$15K-$50K672 days to disclose · 627 past 45-day window
⚑ Basic Materials · EnergyMissed gain·−$25.3K-77.9%
−15.1% vs S&P 500●Filed Aug 10, 2023·traded Oct 4, 2021
↓sold
F
2000086462 SP Freeport-McMoRan, Inc. (FCX)(FCX)$1K-$15K675 days to disclose · 630 past 45-day window
⚑ Basic Materials · EnergyMissed gain·−$6.9K-86.6%
−20.1% vs S&P 500●Filed Aug 10, 2023·traded Sep 28, 2021
↓sold
S
SouthState Corporation (SSB)(SSB)$100K-$250K681 days to disclose · 636 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$48.7K-27.8%
+36.8% vs S&P 500●Filed Aug 10, 2023·traded Jul 15, 2021
↑boughtPayPal Holdings, Inc. (PYPL)(PYPL)$15K-$50K
756 days to disclose · 711 past 45-day window
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$27K-83.0%
−147.2% vs S&P 500●Filed Aug 10, 2023·traded Jul 15, 2021
↑boughtPayPal Holdings, Inc. (PYPL)(PYPL)$15K-$50K
756 days to disclose · 711 past 45-day window
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$27K-83.0%
−147.2% vs S&P 500●Filed Aug 10, 2023·traded Jun 15, 2021
↑bought
Dover Corporation (DOV)(DOV)$15K-$30K
786 days to disclose · 741 past 45-day window
⚑ Industrials · EnergyGood buy·+$10.9K+48.5%
−19.7% vs S&P 500●Filed Aug 10, 2023·traded Jun 9, 2021
↓sold
S
SouthState Corporation (SSB)(SSB)$15K-$50K792 days to disclose · 747 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$3K-9.2%
+60.1% vs S&P 500●Filed Aug 10, 2023·traded May 13, 2021
↓sold
S
2000079933 SP South State Corporation (SSB)(SSB)$15K-$50K819 days to disclose · 774 past 45-day window
⚑ Banking · Oversight and InvestigationsMissed gain·−$1.6K-5.0%
+69.0% vs S&P 500●Filed Aug 10, 2023·traded May 13, 2021
↑boughtShares (ACN)(ACN)$50K-$100K
819 days to disclose · 774 past 45-day window
⚑ Technology · Communications and TechnologyBad buy·−$28.1K-37.5%
−111.5% vs S&P 500●Filed Aug 10, 2023·traded May 4, 2021
↑boughtJohnson & Johnson (JNJ)(JNJ)$15K-$50K
828 days to disclose · 783 past 45-day window
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsGood buy·+$11.6K+35.6%
−36.2% vs S&P 500●Filed Aug 10, 2023·traded Apr 12, 2021
↓sold2000078994 SP Thermo Fisher Scientific Inc (TMO)(TMO)$15K-$50K
850 days to disclose · 805 past 45-day windowprice pending
⚑ Healthcare · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Mar 10, 2021
↓sold
Stock (MRK)(MRK)$15K-$50K
883 days to disclose · 838 past 45-day windowprice pending
⚑ Pharmaceutical · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Mar 10, 2021
↓sold2000077843 SP Church & Dwight Company, Inc. (CHD)(CHD)$15K-$50K
883 days to disclose · 838 past 45-day windowprice pending
⚑ Consumer Defensive · Committee on Energy and Commerce●Filed Aug 10, 2023·traded Mar 10, 2021
↑bought2000077846 SP Thermo Fisher Scientific Inc (TMO)(TMO)$15K-$50K
883 days to disclose · 838 past 45-day windowprice pending
⚑ Healthcare · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Mar 10, 2021
↑bought
N
NextEra Energy, Inc. (NEE)(NEE)$1K-$15K883 days to disclose · 838 past 45-day windowprice pending
⚑ Utilities · Committee on Energy and Commerce●Filed Aug 10, 2023·traded Feb 26, 2021
↑bought
F
2000076736 SP Freeport-McMoRan, Inc. (FCX)(FCX)$1K-$15K895 days to disclose · 850 past 45-day windowprice pending
⚑ Basic Materials · Energy●Filed Aug 10, 2023·traded Feb 26, 2021
↑bought
FedEx Corporation (FDX)(FDX)$1K-$15K
895 days to disclose · 850 past 45-day windowprice pending
●Filed Aug 10, 2023·traded Feb 26, 2021
↑bought2000076737 SP Starbucks Corporation (SBUX)(SBUX)$1K-$15K
895 days to disclose · 850 past 45-day windowprice pending
⚑ Consumer Cyclical · Communications and Technology●Filed Aug 10, 2023·traded Feb 26, 2021
↑bought2000076732 SP Deere & Company (DE)(DE)$1K-$15K
895 days to disclose · 850 past 45-day windowprice pending
⚑ Industrials · Energy●Filed Aug 10, 2023·traded Feb 18, 2021
↓sold
S
2000076731 SP South State Corporation (SSB)(SSB)$15K-$50K903 days to disclose · 858 past 45-day windowprice pending
⚑ Banking · Oversight and Investigations●Filed Aug 10, 2023·traded Feb 10, 2021
↑boughtPaychex, Inc. (PAYX)(PAYX)$1K-$15K
911 days to disclose · 866 past 45-day windowprice pending
⚑ Technology · Communications and Technology●Filed Aug 10, 2023·traded Feb 10, 2021
↓sold
2000076740 SP Verizon Communications Inc. (VZ)(VZ)$1K-$15K
911 days to disclose · 866 past 45-day windowprice pending
⚑ Telecom · Communications and Technology●Filed Aug 10, 2023·traded Feb 10, 2021
↑bought
F
2000076733 SP Freeport-McMoRan, Inc. (FCX)(FCX)$15K-$50K911 days to disclose · 866 past 45-day windowprice pending
⚑ Basic Materials · Energy●Filed Aug 10, 2023·traded Feb 10, 2021
↓sold
S
2000076734 SP South State Corporation (SSB)(SSB)$15K-$50K911 days to disclose · 866 past 45-day windowprice pending
⚑ Banking · Oversight and Investigations●Filed Aug 10, 2023·traded Jan 26, 2021
↓soldVerizon Communications Inc. (VZ)(VZ)$50K-$100K
926 days to disclose · 881 past 45-day windowprice pending
⚑ Telecom · Communications and Technology●Filed Aug 10, 2023·traded Jan 25, 2021
↑bought2000077847 SP Walt Disney Company (DIS)(DIS)$15K-$50K
927 days to disclose · 882 past 45-day windowprice pending
⚑ Telecom · Communications and Technology●Filed Aug 10, 2023·traded Jan 25, 2021
↑boughtChurch & Dwight Company, Inc. (CHD)(CHD)$15K-$50K
927 days to disclose · 882 past 45-day windowprice pending
⚑ Consumer Defensive · Committee on Energy and Commerce●Filed Aug 10, 2023·traded Jan 25, 2021
↑bought2000086463 SP PayPal Holdings, Inc. (PYPL)(PYPL)$15K-$50K
927 days to disclose · 882 past 45-day windowprice pending
⚑ Financial Services · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Jan 25, 2021
↓sold
Kimberly-Clark Corporation (KMB)(KMB)$15K-$50K
927 days to disclose · 882 past 45-day windowprice pending
⚑ Consumer Defensive · Committee on Energy and Commerce●Filed Aug 10, 2023·traded Jan 25, 2021
↓soldKimberly-Clark Corporation (KMB)(KMB)$1K-$15K
927 days to disclose · 882 past 45-day windowprice pending
⚑ Consumer Defensive · Committee on Energy and Commerce●Filed Aug 10, 2023·traded Jan 25, 2021
↑boughtThermo Fisher Scientific Inc (TMO)(TMO)$15K-$50K
927 days to disclose · 882 past 45-day windowprice pending
⚑ Healthcare · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Dec 15, 2020
↓sold2000076735 SP Deere & Company (DE)(DE)$15K-$30K
968 days to disclose · 923 past 45-day windowprice pending
⚑ Industrials · Energy●Filed Aug 10, 2023·traded Nov 16, 2020
↑bought
AbbVie Inc. (ABBV)(ABBV)$15K-$50K
997 days to disclose · 952 past 45-day windowprice pending
⚑ Pharmaceutical · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Nov 16, 2020
↑boughtStarbucks Corporation (SBUX)(SBUX)$1K-$15K
997 days to disclose · 952 past 45-day windowprice pending
⚑ Consumer Cyclical · Communications and Technology●Filed Aug 10, 2023·traded Nov 16, 2020
↓sold
S
SouthState Corporation (SSB)(SSB)$15K-$50K997 days to disclose · 952 past 45-day windowprice pending
⚑ Banking · Oversight and Investigations●Filed Aug 10, 2023·traded Nov 16, 2020
↑bought
2000069530 SP Chubb Limited (CB)(CB)$15K-$50K
997 days to disclose · 952 past 45-day windowprice pending
⚑ Financial Services · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Sep 25, 2020
↑bought
N
2000077845 SP NextEra Energy, Inc. (NEE)(NEE)$15K-$50K1049 days to disclose · 1004 past 45-day windowprice pending
⚑ Utilities · Committee on Energy and Commerce●Filed Aug 10, 2023·traded Jul 2, 2020
↑boughtChubb Limited (CB)(CB)$15K-$50K
1134 days to disclose · 1089 past 45-day windowprice pending
⚑ Financial Services · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Jul 2, 2020
↑boughtStock (MRK)(MRK)$15K-$50K
1134 days to disclose · 1089 past 45-day windowprice pending
⚑ Pharmaceutical · Health, Employment, Labor, and Pensions●Filed Aug 10, 2023·traded Jul 2, 2020
↓sold2000069532 SP Starbucks Corporation (SBUX)(SBUX)$1K-$15K
1134 days to disclose · 1089 past 45-day windowprice pending
⚑ Consumer Cyclical · Communications and Technology●Filed Aug 10, 2023·traded Jun 15, 2020
↑boughtDover Corporation (DOV)(DOV)$15K-$50K
1151 days to disclose · 1106 past 45-day windowprice pending
⚑ Industrials · Energy●Filed Aug 10, 2023·traded Jun 15, 2020
↑bought
D
Dominion Energy, Inc. (D)(D)$15K-$50K1151 days to disclose · 1106 past 45-day windowprice pending
⚑ Utilities · Committee on Energy and Commerce●Filed Aug 10, 2023·traded May 14, 2020
↓sold
2000086356 SP 3M Company (MMM)(MMM)$1K-$15K
1183 days to disclose · 1138 past 45-day windowprice pending
⚑ Industrials · Energy●Filed Aug 10, 2023·traded May 14, 2020
↑bought
Marriott International - Class A (MAR)(MAR)$15K-$50K
1183 days to disclose · 1138 past 45-day windowprice pending
⚑ Consumer Cyclical · Communications and Technology●Filed Aug 10, 2023·traded May 14, 2020
↑bought
Home Depot, Inc. (HD)(HD)$15K-$50K
1183 days to disclose · 1138 past 45-day windowprice pending
⚑ Consumer Cyclical · Communications and Technology●Filed Aug 10, 2023·traded May 14, 2020
↓sold2000085694 SP Dover Corporation (DOV)(DOV)$15K-$50K
1183 days to disclose · 1138 past 45-day windowprice pending
⚑ Industrials · Energy●Filed Aug 10, 2023·traded May 14, 2020
↓soldDover Corporation (DOV)(DOV)$15K-$50K
1183 days to disclose · 1138 past 45-day windowprice pending
⚑ Industrials · Energy●Filed Aug 10, 2023·traded May 12, 2020
↑bought
Abbott Laboratories (ABT)(ABT)$15K-$50K
1185 days to disclose · 1140 past 45-day windowprice pending
⚑ Healthcare · Health, Employment, Labor, and Pensions| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Mar 11, 2026 | Feb 19, 2026 20 days to disclose | ↓sold | Intuit Inc. - Common Stock (INTU) LIVTR ⚑ Technology · Communications and Technology | Flat·+0.0% +32.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Mar 11, 2026 | Feb 19, 2026 20 days to disclose | ↑bought | Manufacturing Company Ltd. (TSM) ⚑ Technology · Communications and Technology | Good buy·+$1.9K+23.9% −8.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Mar 11, 2026 | Feb 19, 2026 20 days to disclose | ↑bought | Kinder Morgan, Inc. Common Stock (KMI) LIVTR ⚑ Energy · Committee on Energy and Commerce | Bad buy·−$236-3.0% −7.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Mar 11, 2026 | Feb 18, 2026 21 days to disclose | ↓sold | Intuit Inc. - Common Stock (INTU) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Technology · Communications and Technology | Flat·+0.0% +31.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Feb 17, 2026 | Jan 14, 2026 34 days to disclose | ↓sold | A AWKInc. Common Stock (AWK) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Utilities · Committee on Energy and Commerce | Flat·+0.0% +4.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Feb 17, 2026 | Jan 14, 2026 34 days to disclose | ↑bought | S SPGI(SPGI) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$7.9K-24.2% −20.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Feb 17, 2026 | Jan 14, 2026 34 days to disclose | ↓sold | (PAYX) LIVTR ⚑ Technology · Communications and Technology | Flat·+0.0% +27.9% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Jan 15, 2026 | Dec 12, 2025 34 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Telecom · Communications and Technology | Flat·+0.0% −0.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Jan 15, 2026 | Dec 12, 2025 34 days to disclose | ↑bought | F FERGStock (FERG) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Industrials · Energy | Good buy·+$4K+12.2% +1.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Nov 13, 2025 | Oct 10, 2025 34 days to disclose | ↓sold | Common Stock (CHD) ⚑ Consumer Defensive · Committee on Energy and Commerce | Flat·+0.0% +7.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Oct 7, 2025 | Sep 12, 2025 25 days to disclose | ↓sold | Shares (ACN) LIVTR ⚑ Technology · Communications and Technology | Flat·+0.0% +36.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Sep 12, 2025 | Aug 19, 2025 24 days to disclose | ↓sold | Shares (ACN) LIVTR ⚑ Technology · Communications and Technology | Flat·+0.0% +41.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Sep 12, 2025 | Aug 19, 2025 24 days to disclose | ↑bought | A ATOStock (ATO) ⚑ Energy · Committee on Energy and Commerce | Good buy·+$3.7K+11.4% −24.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 11, 2025 | Jul 10, 2025 32 days to disclose | ↑bought | Charles Schwab Corporation (SCHW) ⚑ Banking · Oversight and Investigations | Bad buy·−$311-1.0% +0.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Jul 15, 2025 | Jun 20, 2025 25 days to disclose | ↑bought | Intuit Inc. - Common Stock (INTU) R.W. Allen & Associates, Inc. ⚑ Technology · Communications and Technology | Bad buy·−$4.7K-58.1% −112.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Jun 18, 2025 | May 16, 2025 33 days to disclose | ↓sold | Stock (TMO) ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +11.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Jun 18, 2025 | May 16, 2025 33 days to disclose | ↑bought | Netflix, Inc. - Common Stock (NFLX) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Telecom · Communications and Technology | Bad buy·−$9.8K-30.1% −43.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| May 15, 2025 | Apr 11, 2025 34 days to disclose | ↓sold | Stock (TMO) R.W. Allen & Associates, Inc. ⚑ Healthcare · Health, Employment, Labor, and Pensions | Flat·+0.0% +8.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Feb 20, 2025 | Jan 17, 2025 34 days to disclose | ↑bought | A AZOAutoZone, Inc. Common Stock (AZO) ⚑ Consumer Cyclical · Communications and Technology | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Jan 16, 2025 | Dec 12, 2024 35 days to disclose | ↑bought | Rollins, Inc. Common Stock (ROL) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Industrials · Energy | Good buy·+$3.6K+11.1% −15.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Oct 18, 2024 | Sep 12, 2024 36 days to disclose | ↓sold | Charles Schwab Corporation (SCHW) ⚑ Banking · Oversight and Investigations | Missed gain·−$14.1K-43.3% −15.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Sep 20, 2024 | Aug 14, 2024 37 days to disclose | ↓sold | Deere & Company Common Stock (DE) ⚑ Industrials · Energy | Missed gain·−$4.8K-60.2% −28.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 8, 2024 | Jul 16, 2024 23 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) LIVTR ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Missed gain·−$16.5K-50.7% −24.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 8, 2024 | Jul 16, 2024 23 days to disclose | ↑bought | A AZOAutoZone, Inc. Common Stock (AZO) LIVTR ⚑ Consumer Cyclical · Communications and Technology | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Jul 10, 2024 | Jun 13, 2024 27 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Missed gain·−$18.3K-56.4% −24.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Jun 21, 2024 | May 20, 2024 32 days to disclose | ↑bought | C CTAS(CTAS) R.W. Allen & Associates, Inc. ⚑ Industrials · Energy | Good buy·+$70+0.9% −33.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Jun 21, 2024 | May 20, 2024 32 days to disclose | ↓sold | Stock (SBUX) R.W. Allen & Associates, Inc. ⚑ Consumer Cyclical · Communications and Technology | Missed gain·−$8.9K-27.3% +7.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| May 14, 2024 | Apr 9, 2024 35 days to disclose | ↑bought | A AMPStock (AMP) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Financial Services · Health, Employment, Labor, and Pensions | Good buy·+$6K+8.0% −29.4% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Feb 16, 2024 | Jan 17, 2024 30 days to disclose | ↓sold | BlackRock, Inc. Common Stock (BLK) ⚑ Banking · Oversight and Investigations | Missed gain·−$24.5K-32.7% +18.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Jan 11, 2024 | Dec 21, 2023 21 days to disclose | ↓sold | A ALBAlbemarle Corporation (ALB) R.W. Allen & Associates, Inc. ⚑ Basic Materials · Energy | Missed gain·−$2.4K-29.5% +21.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Jan 11, 2024 | Dec 14, 2023 28 days to disclose | ↑bought | A ALBAlbemarle Corporation (ALB) LIVTR ⚑ Basic Materials · Energy | Good buy·+$21K+28.1% −23.2% vs S&P 500 | $50K-$100K $50,001 2.2% of book |
| Jan 11, 2024 | Dec 14, 2023 28 days to disclose | ↑bought | Charles Schwab Corporation (SCHW) R.W. Allen & Associates, Inc. ⚑ Banking · Oversight and Investigations | Good buy·+$18.6K+24.8% −26.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Nov 16, 2023 | Oct 13, 2023 34 days to disclose | ↓sold | Activision Blizzard, Inc (ATVI) ⚑ Technology · Communications and Technology | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Mar 14, 2023 149 days to disclose · 104 past 45-day window | ↓sold | Pfizer, Inc. (PFE) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Flat·+0.0% +17.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Mar 14, 2023 149 days to disclose · 104 past 45-day window | ↓sold | Shares (ACN) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000079936 ⚑ Technology · Communications and Technology | Smart sell·+$22K+29.4% +111.6% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Mar 9, 2023 154 days to disclose · 109 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$20.1K-26.9% +55.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Jan 13, 2023 209 days to disclose · 164 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$11.8K-15.8% +63.4% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Aug 18, 2022 357 days to disclose · 312 past 45-day window | ↑bought | Amgen Inc. (AMGN) LIVTR ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Good buy·+$12.3K+38.0% −28.9% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Aug 11, 2022 364 days to disclose · 319 past 45-day window | ↓sold | Walt Disney Company (DIS) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000097313 ⚑ Telecom · Communications and Technology | Smart sell·+$4.2K+12.8% +82.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Apr 4, 2022 493 days to disclose · 448 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$13.7K-18.2% +38.1% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Mar 14, 2022 514 days to disclose · 469 past 45-day window | ↑bought | Walt Disney Company (DIS) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Telecom · Communications and Technology | Bad buy·−$6.7K-20.5% −91.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Mar 10, 2022 518 days to disclose · 473 past 45-day window | ↑bought | Thermo Fisher Scientific Inc (TMO) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000077846 ⚑ Healthcare · Health, Employment, Labor, and Pensions | Bad buy·−$4.1K-12.7% −80.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Feb 16, 2022 540 days to disclose · 495 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$4.1K-5.4% +54.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Feb 10, 2022 546 days to disclose · 501 past 45-day window | ↓sold | 2000097313 SP Walt Disney Company (DIS) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Telecom · Communications and Technology | Smart sell·+$10.6K+32.6% +91.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Feb 9, 2022 547 days to disclose · 502 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$6K-7.9% +48.1% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Jan 25, 2022 562 days to disclose · 517 past 45-day window | ↓sold | Walt Disney Company (DIS) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000089847 ⚑ Telecom · Communications and Technology | Flat·+0.0% +62.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Jan 25, 2022 562 days to disclose · 517 past 45-day window | ↓sold | 2000089846 SP Starbucks Corporation (SBUX) LIVTR ⚑ Consumer Cyclical · Communications and Technology | Missed gain·−$137-1.7% +62.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Jan 18, 2022 569 days to disclose · 524 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$6K-8.0% +48.4% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Jan 13, 2022 574 days to disclose · 529 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$2.8K-3.7% +50.0% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Jan 13, 2022 574 days to disclose · 529 past 45-day window | ↑bought | Walt Disney Company (DIS) LIVTR ⚑ Telecom · Communications and Technology | Bad buy·−$6K-26.8% −78.4% vs S&P 500 | $15K-$30K $15,001 0.7% of book |
| Aug 10, 2023 | Jan 13, 2022 574 days to disclose · 529 past 45-day window | ↑bought | Waste Management, Inc. (WM) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Industrials · Energy | Good buy·+$14.9K+45.8% −7.9% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Oct 22, 2021 657 days to disclose · 612 past 45-day window | ↓sold | 2000076739 SP PayPal Holdings, Inc. (PYPL) LIVTR ⚑ Financial Services · Health, Employment, Labor, and Pensions | Flat·+0.0% +27.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Oct 7, 2021 672 days to disclose · 627 past 45-day window | ↓sold | F FCXFreeport-McMoRan, Inc. (FCX) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Basic Materials · Energy | Missed gain·−$25.3K-77.9% −15.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Oct 4, 2021 675 days to disclose · 630 past 45-day window | ↓sold | F FCX2000086462 SP Freeport-McMoRan, Inc. (FCX) LIVTR 2000076733 ⚑ Basic Materials · Energy | Missed gain·−$6.9K-86.6% −20.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Sep 28, 2021 681 days to disclose · 636 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$48.7K-27.8% +36.8% vs S&P 500 | $100K-$250K $100,001 - $250,000 5.2% of book |
| Aug 10, 2023 | Jul 15, 2021 756 days to disclose · 711 past 45-day window | ↑bought | PayPal Holdings, Inc. (PYPL) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$27K-83.0% −147.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jul 15, 2021 756 days to disclose · 711 past 45-day window | ↑bought | PayPal Holdings, Inc. (PYPL) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$27K-83.0% −147.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jun 15, 2021 786 days to disclose · 741 past 45-day window | ↑bought | Dover Corporation (DOV) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000086363 ⚑ Industrials · Energy | Good buy·+$10.9K+48.5% −19.7% vs S&P 500 | $15K-$30K $15,001 0.7% of book |
| Aug 10, 2023 | Jun 9, 2021 792 days to disclose · 747 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | Missed gain·−$3K-9.2% +60.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | May 13, 2021 819 days to disclose · 774 past 45-day window | ↓sold | S SSB2000079933 SP South State Corporation (SSB) ⚑ Banking · Oversight and Investigations | Missed gain·−$1.6K-5.0% +69.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | May 13, 2021 819 days to disclose · 774 past 45-day window | ↑bought | Shares (ACN) ⚑ Technology · Communications and Technology | Bad buy·−$28.1K-37.5% −111.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | May 4, 2021 828 days to disclose · 783 past 45-day window | ↑bought | Johnson & Johnson (JNJ) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000079935 ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Good buy·+$11.6K+35.6% −36.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Apr 12, 2021 850 days to disclose · 805 past 45-day window | ↓sold | 2000078994 SP Thermo Fisher Scientific Inc (TMO) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000086358 ⚑ Healthcare · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Mar 10, 2021 883 days to disclose · 838 past 45-day window | ↓sold | Stock (MRK) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Mar 10, 2021 883 days to disclose · 838 past 45-day window | ↓sold | 2000077843 SP Church & Dwight Company, Inc. (CHD) ⚑ Consumer Defensive · Committee on Energy and Commerce | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Mar 10, 2021 883 days to disclose · 838 past 45-day window | ↑bought | 2000077846 SP Thermo Fisher Scientific Inc (TMO) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Healthcare · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Mar 10, 2021 883 days to disclose · 838 past 45-day window | ↑bought | N NEENextEra Energy, Inc. (NEE) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000077845 ⚑ Utilities · Committee on Energy and Commerce | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Feb 26, 2021 895 days to disclose · 850 past 45-day window | ↑bought | F FCX2000076736 SP Freeport-McMoRan, Inc. (FCX) LIVTR 2000086462 ⚑ Basic Materials · Energy | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Feb 26, 2021 895 days to disclose · 850 past 45-day window | ↑bought | FedEx Corporation (FDX) LIVTR 2000076736 | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Feb 26, 2021 895 days to disclose · 850 past 45-day window | ↑bought | 2000076737 SP Starbucks Corporation (SBUX) LIVTR 2000089846 ⚑ Consumer Cyclical · Communications and Technology | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Feb 26, 2021 895 days to disclose · 850 past 45-day window | ↑bought | 2000076732 SP Deere & Company (DE) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000076735 ⚑ Industrials · Energy | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Feb 18, 2021 903 days to disclose · 858 past 45-day window | ↓sold | S SSB2000076731 SP South State Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000079933 ⚑ Banking · Oversight and Investigations | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Feb 10, 2021 911 days to disclose · 866 past 45-day window | ↑bought | Paychex, Inc. (PAYX) LIVTR 2000076739 ⚑ Technology · Communications and Technology | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Feb 10, 2021 911 days to disclose · 866 past 45-day window | ↓sold | 2000076740 SP Verizon Communications Inc. (VZ) ⚑ Telecom · Communications and Technology | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Feb 10, 2021 911 days to disclose · 866 past 45-day window | ↑bought | F FCX2000076733 SP Freeport-McMoRan, Inc. (FCX) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Basic Materials · Energy | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Feb 10, 2021 911 days to disclose · 866 past 45-day window | ↓sold | S SSB2000076734 SP South State Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000076731 ⚑ Banking · Oversight and Investigations | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jan 26, 2021 926 days to disclose · 881 past 45-day window | ↓sold | Verizon Communications Inc. (VZ) ⚑ Telecom · Communications and Technology | price pending | $50K-$100K $50,001 - $100,000 2.2% of book |
| Aug 10, 2023 | Jan 25, 2021 927 days to disclose · 882 past 45-day window | ↑bought | 2000077847 SP Walt Disney Company (DIS) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Telecom · Communications and Technology | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jan 25, 2021 927 days to disclose · 882 past 45-day window | ↑bought | Church & Dwight Company, Inc. (CHD) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000077843 ⚑ Consumer Defensive · Committee on Energy and Commerce | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jan 25, 2021 927 days to disclose · 882 past 45-day window | ↑bought | 2000086463 SP PayPal Holdings, Inc. (PYPL) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Financial Services · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jan 25, 2021 927 days to disclose · 882 past 45-day window | ↓sold | Kimberly-Clark Corporation (KMB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Consumer Defensive · Committee on Energy and Commerce | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jan 25, 2021 927 days to disclose · 882 past 45-day window | ↓sold | Kimberly-Clark Corporation (KMB) LIVTR ⚑ Consumer Defensive · Committee on Energy and Commerce | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Jan 25, 2021 927 days to disclose · 882 past 45-day window | ↑bought | Thermo Fisher Scientific Inc (TMO) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000078994 ⚑ Healthcare · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Dec 15, 2020 968 days to disclose · 923 past 45-day window | ↓sold | 2000076735 SP Deere & Company (DE) LIVTR 2000074180 ⚑ Industrials · Energy | price pending | $15K-$30K $15,001 0.7% of book |
| Aug 10, 2023 | Nov 16, 2020 997 days to disclose · 952 past 45-day window | ↑bought | AbbVie Inc. (ABBV) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Nov 16, 2020 997 days to disclose · 952 past 45-day window | ↑bought | Starbucks Corporation (SBUX) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000069532 ⚑ Consumer Cyclical · Communications and Technology | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Nov 16, 2020 997 days to disclose · 952 past 45-day window | ↓sold | S SSBSouthState Corporation (SSB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Banking · Oversight and Investigations | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Nov 16, 2020 997 days to disclose · 952 past 45-day window | ↑bought | 2000069530 SP Chubb Limited (CB) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Financial Services · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Sep 25, 2020 1049 days to disclose · 1004 past 45-day window | ↑bought | N NEE2000077845 SP NextEra Energy, Inc. (NEE) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000070841 ⚑ Utilities · Committee on Energy and Commerce | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jul 2, 2020 1134 days to disclose · 1089 past 45-day window | ↑bought | Chubb Limited (CB) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000069530 ⚑ Financial Services · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jul 2, 2020 1134 days to disclose · 1089 past 45-day window | ↑bought | Stock (MRK) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000077844 ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jul 2, 2020 1134 days to disclose · 1089 past 45-day window | ↓sold | 2000069532 SP Starbucks Corporation (SBUX) LIVTR ⚑ Consumer Cyclical · Communications and Technology | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | Jun 15, 2020 1151 days to disclose · 1106 past 45-day window | ↑bought | Dover Corporation (DOV) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000085694 ⚑ Industrials · Energy | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | Jun 15, 2020 1151 days to disclose · 1106 past 45-day window | ↑bought | D DDominion Energy, Inc. (D) LIVTR ⚑ Utilities · Committee on Energy and Commerce | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | May 14, 2020 1183 days to disclose · 1138 past 45-day window | ↓sold | 2000086356 SP 3M Company (MMM) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Industrials · Energy | price pending | $1K-$15K $1,001 - $15,000 0.2% of book |
| Aug 10, 2023 | May 14, 2020 1183 days to disclose · 1138 past 45-day window | ↑bought | Marriott International - Class A (MAR) R.W. Allen & Associates, Inc. > RWA&A - Securities 2000069531 ⚑ Consumer Cyclical · Communications and Technology | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | May 14, 2020 1183 days to disclose · 1138 past 45-day window | ↑bought | Home Depot, Inc. (HD) LIVTR 2000086357 ⚑ Consumer Cyclical · Communications and Technology | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | May 14, 2020 1183 days to disclose · 1138 past 45-day window | ↓sold | 2000085694 SP Dover Corporation (DOV) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Industrials · Energy | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | May 14, 2020 1183 days to disclose · 1138 past 45-day window | ↓sold | Dover Corporation (DOV) LIVTR ⚑ Industrials · Energy | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
| Aug 10, 2023 | May 12, 2020 1185 days to disclose · 1140 past 45-day window | ↑bought | Abbott Laboratories (ABT) R.W. Allen & Associates, Inc. > RWA&A - Securities ⚑ Healthcare · Health, Employment, Labor, and Pensions | price pending | $15K-$50K $15,001 - $50,000 1.0% of book |
Their record vs the S&P 500
59 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio−$215.8K
S&P 500 benchmark−$390.8K
Alpha+$175K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 6
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
Recent legislative activity · 40 bills
20 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.
- CREATES ActReferred to the House Committee on Education and Workforce.
- Title IX Clarification Act of 2026Referred to the House Committee on Education and Workforce.
- In God We Trust ActReferred to the House Committee on Transportation and Infrastructure.
- Health Care for Energy Workers Act of 2025Referred to the Committee on the Judiciary, and in addition to the Committee on Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Expunging the December 18, 2019, and January 13, 2021, Impeachments of President Donald Trump.Referred to the House Committee on the Judiciary.
- American Broadband Deployment Act of 2025Placed on the Union Calendar, Calendar No. 532.
- Riley Gaines ActReferred to the House Committee on the Judiciary.
- New Source Review Permitting Improvement ActPlaced on the Union Calendar, Calendar No. 542.
- National Guard Protective Zone ActReferred to the House Committee on the Judiciary.
- SAFE Olympic Sports ActReferred to the House Committee on the Judiciary.
- Dismantle DEI Act of 2025Referred to the Committee on Oversight and Government Reform, and in addition to the Committees on the Judiciary, Education and Workforce, Armed Services, Foreign Affairs, Financial Services, Energy and Commerce, Transportation and Infrastructure, and Intelligence (Permanent Select), for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- PBM Kickback Prohibition ActOrdered to be Reported (Amended) by the Yeas and Nays: 34 - 0.
- Safe Step ActReferred to the House Committee on Education and Workforce.
- Recognizing the 10th anniversary of the first export shipment of liquefied natural gas produced in the lower 48 States.Referred to the Committee on Energy and Commerce, and in addition to the Committee on Foreign Affairs, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Grown in America Act of 2025Referred to the House Committee on Ways and Means.
- SAVE America ActReferred to the House Committee on House Administration.
- Farmers’ AID Relief ActReferred to the House Committee on Agriculture.
- Form 5500 Filing Simplification ActOrdered to be Reported (Amended) by the Yeas and Nays: 22 - 12.
- No Shari’a ActReferred to the House Committee on the Judiciary.
- Baseload Reliability Protection ActReferred to the House Committee on Energy and Commerce.