Elected Trades

All politicians

Richard W. Allen

Updated Sep 14, 2026

Republican · House GA12

Wikipedia biography ↗Years Elected: About 11.7Rank: #72

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

4.58%

Cumulative estimated return

SPY: 14.60%
Outperformance: -10.02 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 13 trades outside the available price history.
  • 21 sales exceeding observed holdings (unmatched amount omitted).
  • 23 rows without a saved price.
  • 427 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

35.54%

Cumulative estimated return

SPY: 70.83%
Outperformance: -35.29 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 13 trades outside the available price history.
  • 21 sales exceeding observed holdings (unmatched amount omitted).
  • 23 rows without a saved price.
  • 427 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

25.38%

Cumulative estimated return

SPY: 69.11%
Outperformance: -43.73 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 13 trades outside the available price history.
  • 21 sales exceeding observed holdings (unmatched amount omitted).
  • 23 rows without a saved price.
  • 427 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Sep 15, 2026. 92 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
ABTSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
ACNSpouse$15,001 - $50,000UnavailableUnavailable$190.29Sep 17, 2026Unavailable
GOOGLSpouse$100,001 - $250,000UnavailableUnavailable$347.33Sep 17, 2026Unavailable
AMZNSpouse$15,001 - $50,000UnavailableUnavailable$251.19Sep 17, 2026Unavailable
AMGNSpouse$50,001 - $100,000UnavailableUnavailable$379.78Sep 17, 2026Unavailable
AZOSpouse$15,001 - $50,000UnavailableUnavailable$2844.31Sep 17, 2026Unavailable
BACSpouse$15,001 - $50,000UnavailableUnavailable$58.18Sep 17, 2026Unavailable
CHDSpouse$1,001 - $15,000UnavailableUnavailable$95.05Sep 17, 2026Unavailable
CTASSpouse$50,001 - $100,000UnavailableUnavailable$197.96Sep 17, 2026Unavailable
COSTSpouse$50,001 - $100,000UnavailableUnavailable$893.93Sep 17, 2026Unavailable
DOVSpouse$15,001 - $50,000UnavailableUnavailable$189.24Sep 17, 2026Unavailable
GPNSpouse$50,001 - $100,000UnavailableUnavailable$85.40Sep 17, 2026Unavailable
HDSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
INTUSpouse$50,001 - $100,000UnavailableUnavailable$313.13Sep 17, 2026Unavailable
MARSpouse$50,001 - $100,000UnavailableUnavailable$334.00Sep 17, 2026Unavailable
MSFTSpouse$50,001 - $100,000UnavailableUnavailable$497.75Sep 17, 2026Unavailable
PAYXSpouse$15,001 - $50,000UnavailableUnavailable$116.51Sep 17, 2026Unavailable
WMTSpouse$15,001 - $50,000UnavailableUnavailable$106.79Sep 17, 2026Unavailable
ABTSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
ABBVSpouse$100,001 - $250,000UnavailableUnavailable$264.02Sep 17, 2026Unavailable
GOOGLSpouse$100,001 - $250,000UnavailableUnavailable$347.33Sep 17, 2026Unavailable
AMZNSpouse$100,001 - $250,000UnavailableUnavailable$251.19Sep 17, 2026Unavailable
AWKSpouse$50,001 - $100,000UnavailableUnavailable$138.24Sep 17, 2026Unavailable
AMPSpouse$50,001 - $100,000UnavailableUnavailable$545.70Sep 17, 2026Unavailable
AMGNSpouse$50,001 - $100,000UnavailableUnavailable$379.78Sep 17, 2026Unavailable
ATOSpouse$15,001 - $50,000UnavailableUnavailable$162.03Sep 17, 2026Unavailable
AZOSpouse$50,001 - $100,000UnavailableUnavailable$2844.31Sep 17, 2026Unavailable
SCHWSpouse$15,001 - $50,000UnavailableUnavailable$104.63Sep 17, 2026Unavailable
CBSpouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
CTASSpouse$15,001 - $50,000UnavailableUnavailable$197.96Sep 17, 2026Unavailable
COSTSpouse$100,001 - $250,000UnavailableUnavailable$893.93Sep 17, 2026Unavailable
DESpouse$15,001 - $50,000UnavailableUnavailable$685.63Sep 17, 2026Unavailable
DOVSpouse$50,001 - $100,000UnavailableUnavailable$189.24Sep 17, 2026Unavailable
FERGSpouse$15,001 - $50,000UnavailableUnavailable$214.26Sep 17, 2026Unavailable
HDSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
INTUSpouse$50,001 - $100,000UnavailableUnavailable$313.13Sep 17, 2026Unavailable
MARSpouse$100,001 - $250,000UnavailableUnavailable$334.00Sep 17, 2026Unavailable
MSFTSpouse$100,001 - $250,000UnavailableUnavailable$497.75Sep 17, 2026Unavailable
PGSpouse$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
ROLSpouse$15,001 - $50,000UnavailableUnavailable$33.00Sep 17, 2026Unavailable
SHWSpouse$50,001 - $100,000UnavailableUnavailable$320.94Sep 17, 2026Unavailable
—Spouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
WMTSpouse$100,001 - $250,000UnavailableUnavailable$106.79Sep 17, 2026Unavailable
WMNot reported$15,001 - $50,000UnavailableUnavailable$213.33Sep 17, 2026Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Accenture plc Class A Ordinary Shares (ACN) [ST]not_reported180.920274996984682185502351934989.98
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]not_reported4910.954688318491356731272918519284.35
LIVTR ⇒ Bank of America Corporation Common Stock (BAC) [ST]spouse590.918181818181818181818181835171.45
LIVTR ⇒ Church & Dwight Company, Inc. (CHD) [ST]spouse95.414430530709600477042337519017.62
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Costco Wholesale Corporation (COST) [ST]spouse289.9100122921353526451283717261310.39
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST]spouse146.570307567421304230179489531528.74
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Marriott International - Class A (MAR) [ST]spouse805.8309695719443011861784425271758.44
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Charles Schwab Corporation (SCHW) [ST]spouse325.297767991192072865579021135063.85

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

112 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
ATVI — Activision blizzard, Inc (ATVI) [ST]Multiple ownersPurchase
Source rows (2)

$2,002–$30,000

Original ↗ · Row 1 · Ptr
spouse · P · $1,001 - $15,000

Original ↗ · Row 2 · Ptr
not_reported · P · $1,001 - $15,000

Feb 10, 2022Sep 12, 2026
SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 42 · Annual
spouse · S (partial) · $50,001 - $100,000

Feb 9, 2022Sep 14, 2026
SBUX — LIVTR ⇒ Starbucks Corporation (SBUX) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 28 · Annual
spouse · S · $1,001 - $15,000

Jan 25, 2022Sep 14, 2026
DIS — LIVTR ⇒ Walt Disney Company (DIS) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 31 · Annual
spouse · S · $1,001 - $15,000

Jan 25, 2022Sep 14, 2026
Not reported — Starbucks Corporation (SbuX) [ST]SpouseSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 2 · Ptr
spouse · S · $15,001 - $50,000

Jan 25, 2022Sep 12, 2026
DIS — Walt Disney Company (DIS) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
spouse · S · $1,001 - $15,000

Jan 25, 2022Sep 12, 2026
SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 41 · Annual
spouse · S (partial) · $50,001 - $100,000

Jan 18, 2022Sep 14, 2026
SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 46 · Annual
spouse · S (partial) · $50,001 - $100,000

Jan 13, 2022Sep 14, 2026
WM — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Waste Management, Inc. (WM) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 59 · Annual
spouse · P · $15,001 - $50,000

Jan 13, 2022Sep 14, 2026
PYPL — PayPal Holdings, Inc. (PYPL) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 26 · Annual
spouse · S · $1,001 - $15,000

Oct 22, 2021Sep 14, 2026
Not reported — PayPal Holdings, Inc. (PYPl) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
spouse · S · $1,001 - $15,000

Oct 22, 2021Sep 12, 2026
FCX — Freeport-McMoRan, Inc. (FCX) [ST]SpouseSale
Source rows (2)

Combined amount unconfirmed

Original ↗ · Row 1 · Ptr
spouse · S · $1,001 - $15,000

Original ↗ · Row 17 · Annual
spouse · S · $1,001 - $15,000

Oct 4, 2021Sep 12, 2026

All disclosures

65 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Nov 8, 2021Richard W. Allen — PTR filed 2021-11-08
Ptr		Not establishedParsed
Oct 20, 2021Richard W. Allen — Financial disclosure (A) filed 2021-10-20
Financial		Not establishedNeeds review
Oct 20, 2021Richard W. Allen — PTR filed 2021-10-20
Ptr		Not establishedParsed
Jul 21, 2021Richard W. Allen — Annual report filed 2021-07-21
Annual		Dec 31, 2020Needs review
Jun 12, 2021Richard W. Allen — PTR filed 2021-06-12
Ptr		Not establishedParsed
May 9, 2021Richard W. Allen — PTR filed 2021-05-09
Ptr		Not establishedParsed
Apr 26, 2021Richard W. Allen — Financial disclosure (X) filed 2021-04-26
Financial		Not establishedParsed
Apr 6, 2021Richard W. Allen — PTR filed 2021-04-06
Ptr		Not establishedParsed
Mar 14, 2021Richard W. Allen — PTR filed 2021-03-14
Ptr		Not establishedParsed
Jan 13, 2021Richard W. Allen — PTR filed 2021-01-13
Ptr		Not establishedParsed
Oct 6, 2020Richard W. Allen — PTR filed 2020-10-06
Ptr		Not establishedParsed
Aug 18, 2020Richard W. Allen — PTR filed 2020-08-18
Ptr		Not establishedParsed
Aug 10, 2020Richard W. Allen — Annual report filed 2020-08-10
Annual		Dec 31, 2019Needs review
Jul 20, 2020Richard W. Allen — PTR filed 2020-07-20
Ptr		Not establishedParsed
Apr 15, 2020Richard W. Allen — Financial disclosure (X) filed 2020-04-15
Financial		Not establishedParsed