Elected Trades

All politicians

Richard W. Allen

Estimate as of Oct 26, 2026

Republican · House GA12

Wikipedia biography ↗Years Elected: About 11.8Rank: #57

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

8.04%

Cumulative estimated return

SPY: 13.01%
Outperformance: -4.97 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 27 rows without a saved price.
  • 26 sales exceeding observed holdings (unmatched amount omitted).
  • 427 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

55.31%

Cumulative estimated return

SPY: 85.52%
Outperformance: -30.21 percentage points

2023-10-26 – 2026-10-26

Missing information
  • 27 rows without a saved price.
  • 26 sales exceeding observed holdings (unmatched amount omitted).
  • 427 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

34.45%

Cumulative estimated return

SPY: 67.86%
Outperformance: -33.41 percentage points

2021-10-26 – 2026-10-26

Missing information
  • 27 rows without a saved price.
  • 26 sales exceeding observed holdings (unmatched amount omitted).
  • 427 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 97 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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
ABTSpouse$15,001 - $50,000UnavailableUnavailable$106.20Oct 30, 2026Unavailable
ACNSpouse$15,001 - $50,000UnavailableUnavailable$258.24Oct 30, 2026Unavailable
GOOGLSpouse$100,001 - $250,000UnavailableUnavailable$279.84Oct 30, 2026Unavailable
AMZNSpouse$15,001 - $50,000UnavailableUnavailable$240.35Oct 30, 2026Unavailable
AMGNSpouse$50,001 - $100,000UnavailableUnavailable$466.01Oct 30, 2026Unavailable
AZOSpouse$15,001 - $50,000UnavailableUnavailable$3169.82Oct 30, 2026Unavailable
BACSpouse$15,001 - $50,000UnavailableUnavailable$50.01Oct 30, 2026Unavailable
CHDSpouse$1,001 - $15,000UnavailableUnavailable$107.23Oct 30, 2026Unavailable
CTASSpouse$50,001 - $100,000UnavailableUnavailable$219.82Oct 30, 2026Unavailable
COSTSpouse$50,001 - $100,000UnavailableUnavailable$1012.28Oct 30, 2026Unavailable
DOVSpouse$15,001 - $50,000UnavailableUnavailable$207.74Oct 30, 2026Unavailable
GPNSpouse$50,001 - $100,000UnavailableUnavailable$96.84Oct 30, 2026Unavailable
HDSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
INTUSpouse$50,001 - $100,000UnavailableUnavailable$341.09Oct 30, 2026Unavailable
MARSpouse$50,001 - $100,000UnavailableUnavailable$399.30Oct 30, 2026Unavailable
MSFTSpouse$50,001 - $100,000UnavailableUnavailable$521.91Oct 30, 2026Unavailable
PAYXSpouse$15,001 - $50,000UnavailableUnavailable$112.12Oct 30, 2026Unavailable
WMTSpouse$15,001 - $50,000UnavailableUnavailable$123.51Oct 30, 2026Unavailable
ABTSpouse$15,001 - $50,000UnavailableUnavailable$106.20Oct 30, 2026Unavailable
ABBVSpouse$100,001 - $250,000UnavailableUnavailable$294.89Oct 30, 2026Unavailable
GOOGLSpouse$100,001 - $250,000UnavailableUnavailable$279.84Oct 30, 2026Unavailable
AMZNSpouse$100,001 - $250,000UnavailableUnavailable$240.35Oct 30, 2026Unavailable
AWKSpouse$50,001 - $100,000UnavailableUnavailable$144.37Oct 30, 2026Unavailable
AMPSpouse$50,001 - $100,000UnavailableUnavailable$490.83Oct 30, 2026Unavailable
AMGNSpouse$50,001 - $100,000UnavailableUnavailable$466.01Oct 30, 2026Unavailable
ATOSpouse$15,001 - $50,000UnavailableUnavailable$172.41Oct 30, 2026Unavailable
AZOSpouse$50,001 - $100,000UnavailableUnavailable$3169.82Oct 30, 2026Unavailable
SCHWSpouse$15,001 - $50,000UnavailableUnavailable$88.05Oct 30, 2026Unavailable
CBSpouse$100,001 - $250,000UnavailableUnavailable$364.12Oct 30, 2026Unavailable
CTASSpouse$15,001 - $50,000UnavailableUnavailable$219.82Oct 30, 2026Unavailable
COSTSpouse$100,001 - $250,000UnavailableUnavailable$1012.28Oct 30, 2026Unavailable
DESpouse$15,001 - $50,000UnavailableUnavailable$675.48Oct 30, 2026Unavailable
DOVSpouse$50,001 - $100,000UnavailableUnavailable$207.74Oct 30, 2026Unavailable
FERGSpouse$15,001 - $50,000UnavailableUnavailable$238.68Oct 30, 2026Unavailable
HDSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
INTUSpouse$50,001 - $100,000UnavailableUnavailable$341.09Oct 30, 2026Unavailable
MARSpouse$100,001 - $250,000UnavailableUnavailable$399.30Oct 30, 2026Unavailable
MSFTSpouse$100,001 - $250,000UnavailableUnavailable$521.91Oct 30, 2026Unavailable
PGSpouse$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
ROLSpouse$15,001 - $50,000UnavailableUnavailable$34.66Oct 30, 2026Unavailable
SHWSpouse$50,001 - $100,000UnavailableUnavailable$332.61Oct 30, 2026Unavailable
—Spouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
WMTSpouse$100,001 - $250,000UnavailableUnavailable$123.51Oct 30, 2026Unavailable
WMNot reported$15,001 - $50,000UnavailableUnavailable$233.45Oct 30, 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 Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
Freeport-McMoRan, Inc. (FCX) [ST]not_reported191.720584711238916846393481912492.51
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Waste Management, Inc. (WM) [ST]not_reported147.924536889536206818078376035652.77
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AbbVie Inc. (ABBV) [ST]spouse765.9000393890323427721125651219614.18
Albemarle Corporation (ALB) [ST]spouse189.726844790930981003374929817724.28
Advanced Micro Devices, Inc. (AMD) [ST]spouse14.595990002371700144126393377754.56
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amgen Inc. (AMGN) [ST]spouse458.2841954110781827625187132203766.90
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amazon.com, Inc. (AMZN) [ST]spouse898.9732258903041330907200415223925.24
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Atmos Energy Corporation Common Stock (ATO) [ST]spouse193.882359959434468770506472633210.11
Broadcom Inc. - Common Stock (AVGO) [ST]spouse39.7906837716438251564694252313097.90
American Water Works Company, Inc. Common Stock (AWK) [ST]spouse8.46128445780884567153946621198.96
American Express Company Common Stock (AXP) [ST]spouse25.315634591652691200202512427975.69
AutoZone, Inc. Common Stock (AZO) [ST]spouse20.4697121446060927511466554965299.81
LIVTR ⇒ Bank of America Corporation Common Stock (BAC) [ST]spouse590.918181818181818181818181829853.19
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited (CB) [ST]spouse560.6833910034602076124567474200018.19
LIVTR ⇒ Church & Dwight Company, Inc. (CHD) [ST]spouse95.4144305307096004770423375110054.77
Costco Wholesale Corporation - Common Stock (COST) [ST]spouse280.9740013015287471118493957282423.83
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Cintas Corporation - Common Stock (CTAS) [ST]spouse571.6009996277981602594778540129141.81
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Deere & Company (DE) [ST]spouse69.8079773181261679231909272544764.37
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Dover Corporation (DOV) [ST]spouse550.6095062487195246875640238111503.93
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST]spouse145.984368683465840183263711133506.33
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Alphabet Inc. - Class A (GOOGL) [ST]spouse1118.214057507987220447284345354250.21
LIVTR ⇒ Global Payments Inc. Common Stock (GPN) [ST]spouse968.998708010335917312661498779322.23
Kimberly-Clark Corporation (KMB) [ST]spouse55.978869297509095997760985176136.96
Kinder Morgan, Inc. Common Stock (KMI) [ST]spouse245.86662569145666871542716668344.71
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Marriott International - Class A (MAR) [ST]spouse805.8309695719443011861784425318101.78
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Microsoft Corporation (MSFT) [ST]spouse516.9368512468466978206029528275320.57
NextEra Energy, Inc. (NEE) [ST]spouse351.824764779551074146623422528863.70
Netflix, Inc. - Common Stock (NFLX) [ST]spouse188.715056327820932481950526112058.89
Charles schwab IRA ⇒ United Technologies Corporation (UTX) [sT]spouse84.8902136255733519666979885916764.12
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Charles Schwab Corporation (SCHW) [ST]spouse325.297767991192072865579021129188.97
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Sherwin-Williams Company (SHW) [ST]spouse231.461593062370768138752584677576.67
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]spouse60.2760108418326814232050916425579.33
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walmart Inc. (WMT) [ST]spouse1862.498878018131226999371690224039.99

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
AZOSpouseJan 17, 2025$3228.40Sep 22, 2026$2894.73-10.34%
ROLSpouseDec 12, 2024$48.77Aug 12, 2026$36.52-25.12%
SPGISpouseJan 14, 2026$515.49Apr 16, 2026$413.14-19.86%
AMPSpouseApr 9, 2024$429.59Apr 15, 2026$468.158.98%
NFLXSpouseMay 16, 2025$119.15Dec 12, 2025$95.19-20.11%
SCHWSpouseDec 14, 2023$70.94Sep 12, 2024$61.74-12.97%
Not reportedSpouseFeb 10, 2021$283.18Oct 22, 2021$240.40-15.11%

All trades

114 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
TMO — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Thermo Fisher Scientific Inc (TMO) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 47 · Annual
spouse · P · $15,001 - $50,000

Mar 10, 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 43 · Annual
spouse · S (partial) · $50,001 - $100,000

Feb 16, 2022Sep 14, 2026
ATVI — INIRA ⇒ Activision Blizzard, Inc (ATVI) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Annual
spouse · P · $1,001 - $15,000

Feb 10, 2022Sep 14, 2026
ATVI — IRA ⇒ Activision Blizzard, Inc (ATVI) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Annual
not_reported · P · $1,001 - $15,000

Feb 10, 2022Sep 14, 2026
DIS — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walt Disney Company (DIS) [ST]SpouseSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 57 · Annual
spouse · S (partial) · $15,001 - $50,000

Feb 10, 2022Sep 14, 2026
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

All disclosures

67 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
Nov 8, 2021Richard W. Allen — PTR filed 2021-11-08
Ptr		Not establishedParsed
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