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Rick W. Allen

Rep. (R-GA-12)

Also filed as Richard W. Allen

Disclosed trades
212
Purchases
106
Sales
106
Stocks traded
66
Likely still held
25
Latest trade
Jun 10, 2026
Latest filing
Jul 16, 2026

Stocks traded

Most-filed 24 of 66 tickers, with the latest disclosed action
SSBSouthState Bank Corp.SoldMar 27, 2023DISThe Walt Disney CompanySoldAug 15, 2022ACNAccenture plcSoldMay 8, 2026INTUIntuit Inc.SoldJun 10, 2026SBUXStarbucks CorporationSoldMay 20, 2024DOVDover CorporationBoughtJun 15, 2021SCHWThe Charles Schwab CorporationBoughtJul 10, 2025TMOThermo Fisher Scientific Inc.SoldMay 16, 2025FCXFreeport-McMoRan Inc.SoldOct 7, 2021MMM3M CompanySoldMay 14, 2020PYPLPayPal Holdings, Inc.SoldOct 22, 2021WMTWalmart Inc.BoughtFeb 20, 2020ATVIATVISoldOct 13, 2023BBTBeacon Financial Corp.SoldJun 19, 2019JNJJohnson & JohnsonSoldJul 16, 2024KMBKimberly-Clark CorporationSoldJan 25, 2021PAYXPaychex, Inc.SoldJan 14, 2026ABTAbbott LaboratoriesSoldApr 16, 2026AMGNAmgen Inc.BoughtAug 18, 2022CBChubb LimitedBoughtAug 18, 2022CHDChurch & Dwight Co., Inc.SoldOct 10, 2025DEDeere & CompanySoldAug 14, 2024GOOGLAlphabet Inc.BoughtFeb 28, 2020MARMarriott International, Inc.BoughtMay 14, 2020

Likely current holdings

18 most recently active of 25

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

AXPFirst bought May 8, 20261 filingTSMFirst bought Feb 19, 2026Last bought May 8, 20262 filingsKMIFirst bought Feb 19, 20261 filingFERGFirst bought Dec 12, 20251 filingATOFirst bought Aug 19, 20251 filingSCHWFirst bought May 17, 2023Last bought Jul 10, 20256 filingsAZOFirst bought Jul 16, 2024Last bought Jan 17, 20252 filingsOn the 2024 disclosureROLFirst bought Dec 12, 20241 filingOn the 2024 disclosureCTASFirst bought May 20, 20241 filingOn the 2024 disclosureAMGNFirst bought Aug 29, 2019Last bought Aug 18, 20223 filingsOn the 2024 disclosureCBFirst bought Jul 2, 2020Last bought Aug 18, 20223 filingsOn the 2024 disclosureWMFirst bought Jan 13, 20221 filingOn the 2024 disclosureDOVFirst bought May 15, 2019Last bought Jun 15, 20217 filingsOn the 2024 disclosureALBFirst bought Feb 10, 2021Last bought May 4, 20212 filingsNEEFirst bought Apr 17, 2020Last bought Mar 10, 20213 filingsABBVFirst bought May 12, 2020Last bought Nov 16, 20202 filingsOn the 2024 disclosureHDFirst bought May 14, 20202 filingsOn the 2024 disclosureMARFirst bought Aug 22, 2019Last bought May 14, 20203 filingsOn the 2024 disclosure+7 more in the ledger

Reported holdings

155 assets listed

As reported in their 2024 annual disclosure, filed Aug 11, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

IBTGiShares iBonds Dec 2026 Term Treasury ETFSpouse · CONT IRA$15,001 - $50,000IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse · CONT IRA$15,001 - $50,000IBTIiShares iBonds Dec 2028 Term Treasury ETFSpouse · CONT IRA$1,001 - $15,000USMViShares MSCI USA Min Vol Factor ETFSpouse · CONT IRA$50,001 - $100,000QUALiShares MSCI USA Quality Factor ETFSpouse · CONT IRA$15,001 - $50,000SCHYSchwab International Dividend Equity ETFSpouse · CONT IRA$15,001 - $50,000SCHBSchwab U.S. Broad Market ETFSpouse · CONT IRA$100,001 - $250,000SCHMSchwab U.S. Mid-Cap ETFSpouse · CONT IRA$1,001 - $15,000SCHDSchwab U.S. Dividend Equity ETFSpouse · CONT IRA$15,001 - $50,000XLYState Street Consumer Discretionary Select Sector SPDR ETFSpouse · CONT IRA$15,001 - $50,000XLPState Street Consumer Staples Select Sector SPDR ETFSpouse · CONT IRA$1,001 - $15,000XLFState Street Financial Select Sector SPDR ETFSpouse · CONT IRA$1,001 - $15,000XLVState Street Health Care Select Sector SPDR ETFSpouse · CONT IRA$1,001 - $15,000XLCState Street Communication Services Select Sector SPDR ETFSpouse · CONT IRA$1,001 - $15,000IBTGiShares iBonds Dec 2026 Term Treasury ETFSpouse · INIRA$15,001 - $50,000IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse · INIRA$15,001 - $50,000USMViShares MSCI USA Min Vol Factor ETFSpouse · INIRA$15,001 - $50,000QUALiShares MSCI USA Quality Factor ETFSpouse · INIRA$15,001 - $50,000SCHYSchwab International Dividend Equity ETFSpouse · INIRA$15,001 - $50,000SCHBSchwab U.S. Broad Market ETFSpouse · INIRA$100,001 - $250,000SCHDSchwab U.S. Dividend Equity ETFSpouse · INIRA$15,001 - $50,000XLYState Street Consumer Discretionary Select Sector SPDR ETFSpouse · INIRA$1,001 - $15,000XLPState Street Consumer Staples Select Sector SPDR ETFSpouse · INIRA$1,001 - $15,000XLFState Street Financial Select Sector SPDR ETFSpouse · INIRA$1,001 - $15,000
Show 71 more listed stocks and funds
XLVState Street Health Care Select Sector SPDR ETFSpouse · INIRA$1,001 - $15,000XLCState Street Communication Services Select Sector SPDR ETFSpouse · INIRA$1,001 - $15,000IBTGiShares iBonds Dec 2026 Term Treasury ETFIRA$15,001 - $50,000IBTHiShares iBonds Dec 2027 Term Treasury ETFIRA$15,001 - $50,000IBTIiShares iBonds Dec 2028 Term Treasury ETFIRA$15,001 - $50,000USMViShares MSCI USA Min Vol Factor ETFIRA$50,001 - $100,000SCHYSchwab International Dividend Equity ETFIRA$15,001 - $50,000SCHBSchwab U.S. Broad Market ETFIRA$250,001 - $500,000SCHDSchwab U.S. Dividend Equity ETFIRA$100,001 - $250,000XLYState Street Consumer Discretionary Select Sector SPDR ETFIRA$15,001 - $50,000XLPState Street Consumer Staples Select Sector SPDR ETFIRA$1,001 - $15,000XLFState Street Financial Select Sector SPDR ETFIRA$15,001 - $50,000XLVState Street Health Care Select Sector SPDR ETFIRA$15,001 - $50,000XLCState Street Communication Services Select Sector SPDR ETFIRA$15,001 - $50,000ABTAbbott LaboratoriesSpouse · LIVTR$15,001 - $50,000ACNAccenture plcSpouse · LIVTR$50,001 - $100,000GOOGLAlphabet Inc.Spouse · LIVTR$50,001 - $100,000AMZNAmazon.com, Inc.Spouse · LIVTR$15,001 - $50,000AMGNAmgen Inc.Spouse · LIVTR$15,001 - $50,000AZOAutoZone, Inc.Spouse · LIVTR$15,001 - $50,000CHDChurch & Dwight Co., Inc.Spouse · LIVTR$15,001 - $50,000CTASCintas CorporationSpouse · LIVTR$50,001 - $100,000COSTCostco Wholesale CorporationSpouse · LIVTR$50,001 - $100,000DOVDover CorporationSpouse · LIVTR$15,001 - $50,000HDThe Home Depot, Inc.Spouse · LIVTR$15,001 - $50,000INTUIntuit Inc.Spouse · LIVTR$50,001 - $100,000JNJJohnson & JohnsonSpouse · LIVTRNoneMARMarriott International, Inc.Spouse · LIVTR$50,001 - $100,000MSFTMicrosoft CorporationSpouse · LIVTR$50,001 - $100,000PAYXPaychex, Inc.Spouse · LIVTR$15,001 - $50,000SCHBSchwab U.S. Broad Market ETFSpouse · LIVTR$1,001 - $15,000SCHMSchwab U.S. Mid-Cap ETFSpouse · LIVTRNoneSCHASchwab U.S. Small-Cap ETFSpouse · LIVTRNoneSCHDSchwab U.S. Dividend Equity ETFSpouse · LIVTR$15,001 - $50,000XLVState Street Health Care Select Sector SPDR ETFSpouse · LIVTR$15,001 - $50,000XLKState Street Technology Select Sector SPDR ETFSpouse · LIVTR$50,001 - $100,000XLCState Street Communication Services Select Sector SPDR ETFSpouse · LIVTR$15,001 - $50,000WMTWalmart Inc.Spouse · LIVTR$15,001 - $50,000ABTAbbott LaboratoriesSpouse · R.W. Allen & Associates, Inc.$15,001 - $50,000ABBVAbbVie Inc.Spouse · R.W. Allen & Associates, Inc.$50,001 - $100,000GOOGLAlphabet Inc.Spouse · R.W. Allen & Associates, Inc.$50,001 - $100,000AMZNAmazon.com, Inc.Spouse · R.W. Allen & Associates, Inc.$100,001 - $250,000AWKAmerican Water Works Company, Inc.Spouse · R.W. Allen & Associates, Inc.$15,001 - $50,000AMPAmeriprise Financial, Inc.Spouse · R.W. Allen & Associates, Inc.$50,001 - $100,000AMGNAmgen Inc.Spouse · R.W. Allen & Associates, Inc.$50,001 - $100,000BLKBlackRock, Inc.Spouse · R.W. Allen & Associates, Inc.NoneCBChubb LimitedSpouse · R.W. Allen & Associates, Inc.$100,001 - $250,000CTASCintas CorporationSpouse · R.W. Allen & Associates, Inc.$1,001 - $15,000COSTCostco Wholesale CorporationSpouse · R.W. Allen & Associates, Inc.$100,001 - $250,000DEDeere & CompanySpouse · R.W. Allen & Associates, Inc.$15,001 - $50,000DOVDover CorporationSpouse · R.W. Allen & Associates, Inc.$50,001 - $100,000HDThe Home Depot, Inc.Spouse · R.W. Allen & Associates, Inc.$15,001 - $50,000INTUIntuit Inc.Spouse · R.W. Allen & Associates, Inc.$50,001 - $100,000MARMarriott International, Inc.Spouse · R.W. Allen & Associates, Inc.$50,001 - $100,000MSFTMicrosoft CorporationSpouse · R.W. Allen & Associates, Inc.$100,001 - $250,000PGThe Procter & Gamble CompanySpouse · R.W. Allen & Associates, Inc.$50,001 - $100,000ROLRollins, Inc.Spouse · R.W. Allen & Associates, Inc.$15,001 - $50,000SCHYSchwab International Dividend Equity ETFSpouse · R.W. Allen & Associates, Inc.$1,001 - $15,000SCHBSchwab U.S. Broad Market ETFSpouse · R.W. Allen & Associates, Inc.$250,001 - $500,000SCHMSchwab U.S. Mid-Cap ETFSpouse · R.W. Allen & Associates, Inc.NoneSCHASchwab U.S. Small-Cap ETFSpouse · R.W. Allen & Associates, Inc.NoneSCHDSchwab U.S. Dividend Equity ETFSpouse · R.W. Allen & Associates, Inc.$100,001 - $250,000SHWThe Sherwin-Williams CompanySpouse · R.W. Allen & Associates, Inc.$50,001 - $100,000XLFState Street Financial Select Sector SPDR ETFSpouse · R.W. Allen & Associates, Inc.$100,001 - $250,000XLVState Street Health Care Select Sector SPDR ETFSpouse · R.W. Allen & Associates, Inc.$50,001 - $100,000XLKState Street Technology Select Sector SPDR ETFSpouse · R.W. Allen & Associates, Inc.$100,001 - $250,000SBUXStarbucks CorporationSpouse · R.W. Allen & Associates, Inc.NoneXLCState Street Communication Services Select Sector SPDR ETFSpouse · R.W. Allen & Associates, Inc.$100,001 - $250,000TMOThermo Fisher Scientific Inc.Spouse · R.W. Allen & Associates, Inc.$50,001 - $100,000WMTWalmart Inc.Spouse · R.W. Allen & Associates, Inc.$100,001 - $250,000WMWaste Management, Inc.R.W. Allen & Associates, Inc.$15,001 - $50,000

Other reported assets (60)

  • 401k Account ⇒ Morley Principal Stable Value Fund Class Z (0P000182U7)Spouse$15,001 - $50,000
  • BANK ACCOUNT(S) ⇒ South State Bank$15,001 - $50,000
  • CONT IRA ⇒ CASH ACCOUNTSSpouse$1,001 - $15,000
  • CONT IRA ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF)Spouse$15,001 - $50,000
  • CONT IRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX)Spouse$15,001 - $50,000
  • CONT IRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)Spouse$1,001 - $15,000
  • INIRA ⇒ CASH ACCOUNTSSpouse$15,001 - $50,000
  • INIRA ⇒ iShares iBonds Dec 2025 Term Treasury ETF (IBTF)Spouse$15,001 - $50,000
  • INIRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX)Spouse$1,001 - $15,000
  • INIRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)Spouse$1,001 - $15,000
  • INVESTMENTS ⇒ Personal Home$1,000,001 - $5,000,000
  • INVESTMENTS ⇒ Personal Home in DC$1,000,001 - $5,000,000
Show 48 more
  • INVESTMENTS ⇒ RAWA Leasing Equipment$100,001 - $250,000
  • INVESTMENTS ⇒ 1015 BROAD STREET, LLC ⇒ COMMERCIAL RENTAL PROPERTY$500,001 - $1,000,000
  • IRA ⇒ CASH ACCOUNTS$1,001 - $15,000
  • IRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX)$15,001 - $50,000
  • IRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)$15,001 - $50,000
  • IRA ⇒ SOUTHPOINT BANK 5.4% CD FDIC INS DUE 09/19/25 (84464PBU0)$15,001 - $50,000
  • LIVTR ⇒ CASH ACCOUNTSSpouse$1,001 - $15,000
  • LIVTR ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX)Spouse$15,001 - $50,000
  • LIVTR ⇒ PRIME ALLIANCE 5.55% CD FDIC INS DUE 10/20/25 (74160NKT6)SpouseNone
  • LIVTR ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)Spouse$1,001 - $15,000
  • LIVTR ⇒ Stellar Bank 5.15% Due 1/22/25 (85855TDF7)Spouse$50,001 - $100,000
  • LIVTR ⇒ US Treasury Bill DUE 09/15/25 (91282CFK2)Spouse$15,001 - $50,000
  • LIVTR ⇒ US TREASURY U S T BILL DUE 07/11/24 (912797GB7)SpouseNone
  • R.W. Allen & Associates, Inc. ⇒ Champions Retreat Cottage, LLC, 20% InterestSpouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RW Allen Construction LLC2, 22% InterestSpouse$1,000,001 - $5,000,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ CASH ASSETS, 44% InterestSpouse$1,000,001 - $5,000,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Comp Life$250,001 - $500,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD LifeSpouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 2$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 3$15,001 - $50,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 4$15,001 - $50,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100$50,001 - $100,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100 2$250,001 - $500,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life 2$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ CASH ACCOUNTSSpouse$15,001 - $50,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Centier Bank 4.8% CD FDIC INS DUE 07/27/26 (15140RCU1)Spouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Morgan Stanley Bank 4.25% Due 9/13/27 (61776CAS6)Spouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX)Spouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)Spouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Bank of Old 5.55% CD FDIC INS DUE 10/13/26 (094236BT8)SpouseNone
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.9 (SCHW$D)Spouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ UBS BANK USA 4.85% CD FDIC INS DUE 05/27/25 (90355GDL7)Spouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Treasury 3.75% 12/31/28 (91282CJR3)Spouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Treasury 4.375% 12/15/16 (91282CJP7)Spouse$100,001 - $250,000
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US TREASURY NOTE 2.25% 03/24 (91282CEG2)SpouseNone
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US TREASURY NOTE 3.25% 08/24 (91282CFG1)SpouseNone
  • R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US TREASURY NOTE 4.25% 09/24 (91282CFN6)SpouseNone
  • SCH1 ⇒ CASH ACCOUNTS$1,001 - $15,000
  • SCH1 ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX)$1,001 - $15,000
  • SCH1 ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)$15,001 - $50,000
  • SCH1 ⇒ US TREASUR NT 0.75% UST NOTE DUE 12/31/23 (91282CDR9)None
  • SCH1 ⇒ US Treasury Bill (912797HP5)None
  • SCH1 ⇒ US Treasury Bill (912797JR9)$250,001 - $500,000
  • SCH1 ⇒ US Treasury Bill (912797KJ5)$15,001 - $50,000
  • SCH1 ⇒ US TREASURY BILL U S T BILL DUE 01/18/24 (912797GD3)None
  • SCH1 ⇒ US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1)$50,001 - $100,000
  • SCH1 ⇒ US TREASURY U S T BILL DUE 03/21/24 (912797LL9)None

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jun 10, 2026Intuit Inc.INTUSale$15,001 - $50,000Jul 16, 202636 days
May 8, 2026American Express CompanyAXPPurchase$1,001 - $15,000Jun 17, 202640 days
May 8, 2026TSMTSMPurchase$1,001 - $15,000Jun 17, 202640 days
May 8, 2026Accenture plcACNSale$15,001 - $50,000Jun 17, 202640 days
Apr 16, 2026Intuit Inc.INTUSale$15,001 - $50,000Jun 8, 202653 days
Apr 16, 2026The Procter & Gamble CompanyPGSale$15,001 - $50,000Jun 8, 202653 days
Apr 16, 2026Abbott LaboratoriesABTSale$15,001 - $50,000Jun 8, 202653 days
Apr 16, 2026S&P Global Inc.SPGISale$15,001 - $50,000Jun 8, 202653 days
Apr 15, 2026Ameriprise Financial, Inc.AMPSale$50,001 - $100,000Jun 8, 202654 days
Feb 19, 2026Intuit Inc.INTUSale (Full)$1,001 - $15,000Mar 11, 202620 days
Feb 19, 2026Kinder Morgan, Inc.KMIPurchase$1,001 - $15,000Mar 11, 202620 days
Feb 19, 2026TSMTSMPurchase$1,001 - $15,000Mar 11, 202620 days
Feb 18, 2026Intuit Inc.INTUSale (Full)$15,001 - $50,000Mar 11, 202621 days
Jan 14, 2026Paychex, Inc.PAYXSale (Full)$15,001 - $50,000Feb 17, 202634 days
Jan 14, 2026S&P Global Inc.SPGIPurchase$15,001 - $50,000Feb 17, 202634 days
Jan 14, 2026American Water Works Company, Inc.AWKSale (Full)$50,001 - $100,000Feb 17, 202634 days
Dec 12, 2025Ferguson plcFERGPurchase$15,001 - $50,000Jan 16, 202635 days
Dec 12, 2025Netflix, Inc.NFLXSale$1,001 - $15,000Jan 16, 202635 days
Oct 10, 2025Church & Dwight Co., Inc.CHDSale$15,001 - $50,000Nov 14, 202535 days
Sep 12, 2025Accenture plcACNSale$1,001 - $15,000Oct 8, 202526 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.