Elected Trades

All politicians

Richard W. Allen

Updated Sep 14, 2026

Republican · House GA12

Wikipedia biography ↗Years Elected: About 11.7Rank: #68

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.

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.

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.

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$193.40Sep 15, 2026Unavailable
GOOGLSpouse$100,001 - $250,000UnavailableUnavailable$344.98Sep 15, 2026Unavailable
AMZNSpouse$15,001 - $50,000UnavailableUnavailable$248.42Sep 15, 2026Unavailable
AMGNSpouse$50,001 - $100,000UnavailableUnavailable$375.65Sep 15, 2026Unavailable
AZOSpouse$15,001 - $50,000UnavailableUnavailable$2860.25Sep 15, 2026Unavailable
BACSpouse$15,001 - $50,000UnavailableUnavailable$59.52Sep 15, 2026Unavailable
CHDSpouse$1,001 - $15,000UnavailableUnavailable$94.51Sep 15, 2026Unavailable
CTASSpouse$50,001 - $100,000UnavailableUnavailable$198.95Sep 15, 2026Unavailable
COSTSpouse$50,001 - $100,000UnavailableUnavailable$901.35Sep 15, 2026Unavailable
DOVSpouse$15,001 - $50,000UnavailableUnavailable$188.97Sep 15, 2026Unavailable
GPNSpouse$50,001 - $100,000UnavailableUnavailable$88.98Sep 15, 2026Unavailable
HDSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
INTUSpouse$50,001 - $100,000UnavailableUnavailable$329.27Sep 15, 2026Unavailable
MARSpouse$50,001 - $100,000UnavailableUnavailable$337.24Sep 15, 2026Unavailable
MSFTSpouse$50,001 - $100,000UnavailableUnavailable$497.12Sep 15, 2026Unavailable
PAYXSpouse$15,001 - $50,000UnavailableUnavailable$118.30Sep 15, 2026Unavailable
WMTSpouse$15,001 - $50,000UnavailableUnavailable$108.09Sep 15, 2026Unavailable
ABTSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
ABBVSpouse$100,001 - $250,000UnavailableUnavailable$263.04Sep 15, 2026Unavailable
GOOGLSpouse$100,001 - $250,000UnavailableUnavailable$344.98Sep 15, 2026Unavailable
AMZNSpouse$100,001 - $250,000UnavailableUnavailable$248.42Sep 15, 2026Unavailable
AWKSpouse$50,001 - $100,000UnavailableUnavailable$138.02Sep 15, 2026Unavailable
AMPSpouse$50,001 - $100,000UnavailableUnavailable$559.34Sep 15, 2026Unavailable
AMGNSpouse$50,001 - $100,000UnavailableUnavailable$375.65Sep 15, 2026Unavailable
ATOSpouse$15,001 - $50,000UnavailableUnavailable$162.04Sep 15, 2026Unavailable
AZOSpouse$50,001 - $100,000UnavailableUnavailable$2860.25Sep 15, 2026Unavailable
SCHWSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
CBSpouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
CTASSpouse$15,001 - $50,000UnavailableUnavailable$198.95Sep 15, 2026Unavailable
COSTSpouse$100,001 - $250,000UnavailableUnavailable$901.35Sep 15, 2026Unavailable
DESpouse$15,001 - $50,000UnavailableUnavailable$684.04Sep 15, 2026Unavailable
DOVSpouse$50,001 - $100,000UnavailableUnavailable$188.97Sep 15, 2026Unavailable
FERGSpouse$15,001 - $50,000UnavailableUnavailable$215.11Sep 15, 2026Unavailable
HDSpouse$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
INTUSpouse$50,001 - $100,000UnavailableUnavailable$329.27Sep 15, 2026Unavailable
MARSpouse$100,001 - $250,000UnavailableUnavailable$337.24Sep 15, 2026Unavailable
MSFTSpouse$100,001 - $250,000UnavailableUnavailable$497.12Sep 15, 2026Unavailable
PGSpouse$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
ROLSpouse$15,001 - $50,000UnavailableUnavailable$33.77Sep 15, 2026Unavailable
SHWSpouse$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
—Spouse$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
WMTSpouse$100,001 - $250,000UnavailableUnavailable$108.09Sep 15, 2026Unavailable
WMNot reported$15,001 - $50,000UnavailableUnavailable$217.25Sep 15, 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 ⇒ Sherwin-Williams Company (SHW) [ST]spouse231.461593062370768138752584674813.02

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. 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 schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
AZO — LIVTR ⇒ AutoZone, Inc. Common Stock (AZO) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 12 · Annual
spouse · P · $15,001 - $50,000

Jul 16, 2024Sep 14, 2026
JNJ — LIVTR ⇒ Johnson & Johnson Common Stock (JNJ) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 13 · Annual
spouse · S · $15,001 - $50,000

Jul 16, 2024Sep 14, 2026
AZO — AutoZone, Inc. Common Stock (AZO) [ST]SpousePurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 1 · Ptr
spouse · P · $15,001 - $50,000

Jul 16, 2024Sep 12, 2026
JNJ — Johnson & Johnson Common Stock (JNJ) [ST]SpouseSale
Source rows (1)

$15,001 - $50,000

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

Jul 16, 2024Sep 12, 2026
JNJ — R.W. Allen & Associates, Inc. ⇒ Johnson & Johnson Common Stock (JNJ) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 9 · Annual
spouse · S · $15,001 - $50,000

Jun 13, 2024Sep 14, 2026
JNJ — Johnson & Johnson Common Stock (JNJ) [ST]SpouseSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 1 · Ptr
spouse · S · $15,001 - $50,000

Jun 13, 2024Sep 12, 2026
CTAS — R.W. Allen & Associates, Inc. ⇒ Cintas Corporation - Common Stock (CTAS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Annual
spouse · P · $1,001 - $15,000

May 20, 2024Sep 14, 2026
SBUX — R.W. Allen & Associates, Inc. ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 8 · Annual
spouse · S · $15,001 - $50,000

May 20, 2024Sep 14, 2026
CTAS — Cintas Corporation - Common Stock (CTAS) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

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

May 20, 2024Sep 12, 2026
SBUX — Starbucks Corporation - Common Stock (SBUX) [ST]SpouseSale
Source rows (1)

$15,001 - $50,000

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

May 20, 2024Sep 12, 2026
AMP — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 4 · Annual
spouse · P · $50,001 - $100,000

Apr 9, 2024Sep 14, 2026
AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST]SpousePurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 1 · Ptr
spouse · P · $50,001 - $100,000

Apr 9, 2024Sep 12, 2026
BLK — R.W. Allen & Associates, Inc. ⇒ BlackRock, Inc. Common Stock (BLK) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 3 · Annual
spouse · S · $50,001 - $100,000

Jan 17, 2024Sep 14, 2026
BLK — BlackRock, Inc. Common Stock (BLK) [ST]SpouseSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 1 · Ptr
spouse · S · $50,001 - $100,000

Jan 17, 2024Sep 12, 2026
ALB — LIVTR ⇒ Albemarle Corporation (ALB) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 37 · Annual
spouse · S · $1,001 - $15,000

Dec 21, 2023Sep 14, 2026
ALB — R.W. Allen & Associates, Inc. ⇒ Albemarle Corporation (ALB) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 46 · Annual
spouse · S · $1,001 - $15,000

Dec 21, 2023Sep 14, 2026
NEE — R.W. Allen & Associates, Inc. ⇒ NextEra Energy, Inc. (NEE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 48 · Annual
spouse · S · $15,001 - $50,000

Dec 21, 2023Sep 14, 2026
ALB — Albemarle Corporation (ALB) [ST]SpouseSale
Source rows (2)

$2,002–$30,000

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

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

Dec 21, 2023Sep 12, 2026
NEE — NextEra Energy, Inc. (NEE) [ST]SpouseSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 4 · Ptr
spouse · S · $15,001 - $50,000

Dec 21, 2023Sep 12, 2026
SCHW — R.W. Allen & Associates, Inc. ⇒ Charles Schwab Corporation (SCHW) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 47 · Annual
spouse · P · $50,001 - $100,000

Dec 14, 2023Sep 14, 2026
SCHW — Charles Schwab Corporation (SCHW) [ST]SpousePurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 3 · Ptr
spouse · P · $50,001 - $100,000

Dec 14, 2023Sep 12, 2026
ATVI — INIRA ⇒ Activision Blizzard, Inc (ATVI) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Annual
spouse · S · $1,001 - $15,000

Oct 13, 2023Sep 14, 2026
ATVI — IRA ⇒ Activision Blizzard, Inc (ATVI) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 32 · Annual
not_reported · S · $15,001 - $50,000

Oct 13, 2023Sep 14, 2026
ATVI — Activision Blizzard, Inc (ATVI) [ST]Multiple ownersSale
Source rows (2)

$16,002–$65,000

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

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

Oct 13, 2023Sep 12, 2026
Not reported — R.W. Allen & Associates, Inc. ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non- Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 49 · Annual
spouse · P · $15,001 - $50,000

Oct 10, 2023Sep 14, 2026
Not reported — The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST]SpousePurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 3 · Ptr
spouse · P · $15,001 - $50,000

Oct 10, 2023Sep 12, 2026
Not reported — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non- Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 81 · Annual
spouse · P · $15,001 - $50,000

Aug 31, 2023Sep 14, 2026
Not reported — The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST]SpousePurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 1 · Ptr
spouse · P · $15,001 - $50,000

Aug 31, 2023Sep 12, 2026
Not reported — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non- Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 80 · Annual
spouse · P · $15,001 - $50,000

May 18, 2023Sep 14, 2026
Not reported — The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST]SpousePurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 3 · Ptr
spouse · P · $15,001 - $50,000

May 18, 2023Sep 12, 2026
ATVI — IRA ⇒ Activision Blizzard, Inc (ATVI) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 31 · Annual
not_reported · P · $1,001 - $15,000

Apr 20, 2023Sep 14, 2026
ATVI — Activision Blizzard, Inc (ATVI) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

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

Apr 20, 2023Sep 12, 2026
SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 77 · Annual
spouse · S · $100,001 - $250,000

Mar 27, 2023Sep 14, 2026
SSB — SouthState Corporation (SSB) [ST]SpouseSale
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 2 · Ptr
spouse · S · $100,001 - $250,000

Mar 27, 2023Sep 12, 2026
ACN — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 50 · Annual
spouse · S · $50,001 - $100,000

Mar 14, 2023Sep 14, 2026
PFE — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Pfizer, Inc. (PFE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 54 · Annual
spouse · S · $15,001 - $50,000

Mar 14, 2023Sep 14, 2026
SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 78 · Annual
spouse · S (partial) · $50,001 - $100,000

Mar 9, 2023Sep 14, 2026
SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 79 · Annual
spouse · S (partial) · $50,001 - $100,000

Jan 13, 2023Sep 14, 2026
AMGN — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amgen Inc. (AMGN) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 32 · Annual
spouse · P · $15,001 - $50,000

Aug 18, 2022Sep 14, 2026
CB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited (CB) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 33 · Annual
spouse · P · $15,001 - $50,000

Aug 18, 2022Sep 14, 2026
DIS — Walt Disney Company (DIS) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 1 · Ptr
not_reported · S · $15,001 - $50,000

Aug 15, 2022Sep 12, 2026
DIS — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walt Disney Company (DIS) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 56 · Annual
spouse · S · $15,001 - $50,000

Aug 11, 2022Sep 14, 2026
SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 45 · Annual
spouse · S (partial) · $50,001 - $100,000

May 5, 2022Sep 14, 2026
SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST]SpouseSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 44 · Annual
spouse · S (partial) · $50,001 - $100,000

Apr 4, 2022Sep 14, 2026
DIS — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walt Disney Company (DIS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 58 · Annual
spouse · P · $15,001 - $50,000

Mar 14, 2022Sep 14, 2026
TMO — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Thermo Fisher Scientific Inc (TMO) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
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; may repeat a PTR
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; may repeat a PTR
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; may repeat a PTR
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; may repeat a PTR
Source rows (1)

$15,001 - $50,000

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

Feb 10, 2022Sep 14, 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
Aug 18, 2026Richard W. Allen — PTR filed 2026-08-18
Ptr		Not establishedParsed
Aug 11, 2026Richard W. Allen — Annual report filed 2026-08-11
Annual		Dec 31, 2025Needs review
Jul 15, 2026Richard W. Allen — PTR filed 2026-07-15
Ptr		Not establishedParsed
Jun 16, 2026Richard W. Allen — PTR filed 2026-06-16
Ptr		Not establishedParsed
Jun 5, 2026Richard W. Allen — PTR filed 2026-06-05
Ptr		Not establishedParsed
May 4, 2026Richard W. Allen — PTR filed 2026-05-04
Ptr		Not establishedParsed
Mar 11, 2026Richard W. Allen — PTR filed 2026-03-11
Ptr		Not establishedParsed
Feb 17, 2026Richard W. Allen — Financial disclosure (X) filed 2026-02-17
Financial		Not establishedParsed
Feb 17, 2026Richard W. Allen — PTR filed 2026-02-17
Ptr		Not establishedParsed
Jan 15, 2026Richard W. Allen — PTR filed 2026-01-15
Ptr		Not establishedParsed
Dec 9, 2025Richard W. Allen — PTR filed 2025-12-09
Ptr		Not establishedParsed
Nov 13, 2025Richard W. Allen — PTR filed 2025-11-13
Ptr		Not establishedParsed
Oct 7, 2025Richard W. Allen — PTR filed 2025-10-07
Ptr		Not establishedParsed
Sep 12, 2025Richard W. Allen — PTR filed 2025-09-12
Ptr		Not establishedParsed
Aug 11, 2025Richard W. Allen — Annual report filed 2025-08-11
Annual		Dec 31, 2024Needs review
Aug 11, 2025Richard W. Allen — PTR filed 2025-08-11
Ptr		Not establishedParsed
Jul 15, 2025Richard W. Allen — PTR filed 2025-07-15
Ptr		Not establishedParsed
Jun 18, 2025Richard W. Allen — PTR filed 2025-06-18
Ptr		Not establishedParsed
May 15, 2025Richard W. Allen — PTR filed 2025-05-15
Ptr		Not establishedParsed
May 9, 2025Richard W. Allen — Financial disclosure (X) filed 2025-05-09
Financial		Not establishedNeeds review
Mar 12, 2025Richard W. Allen — PTR filed 2025-03-12
Ptr		Not establishedParsed
Feb 20, 2025Richard W. Allen — PTR filed 2025-02-20
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Jan 16, 2025Richard W. Allen — PTR filed 2025-01-16
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Nov 14, 2024Richard W. Allen — PTR filed 2024-11-14
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Oct 18, 2024Richard W. Allen — PTR filed 2024-10-18
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Sep 20, 2024Richard W. Allen — PTR filed 2024-09-20
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Aug 13, 2024Richard W. Allen — Annual report filed 2024-08-13
Annual		Dec 31, 2023Needs review
Aug 8, 2024Richard W. Allen — PTR filed 2024-08-08
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Jul 10, 2024Richard W. Allen — PTR filed 2024-07-10
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Jun 21, 2024Richard W. Allen — PTR filed 2024-06-21
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May 14, 2024Richard W. Allen — PTR filed 2024-05-14
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May 8, 2024Richard W. Allen — Financial disclosure (X) filed 2024-05-08
Financial		Not establishedNeeds review
Feb 16, 2024Richard W. Allen — PTR filed 2024-02-16
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Jan 11, 2024Richard W. Allen — PTR filed 2024-01-11
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Dec 19, 2023Richard W. Allen — PTR filed 2023-12-19
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Nov 16, 2023Richard W. Allen — PTR filed 2023-11-16
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Oct 5, 2023Richard W. Allen — PTR filed 2023-10-05
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Sep 8, 2023Richard W. Allen — PTR filed 2023-09-08
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Aug 12, 2023Richard W. Allen — Annual report filed 2023-08-12
Annual		Dec 31, 2022Needs review
Aug 10, 2023Richard W. Allen — PTR filed 2023-08-10
Ptr		Not establishedNeeds review
Jun 2, 2023Richard W. Allen — PTR filed 2023-06-02
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May 11, 2023Richard W. Allen — Financial disclosure (X) filed 2023-05-11
Financial		Not establishedParsed
Sep 10, 2022Richard W. Allen — PTR filed 2022-09-10
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May 16, 2022Richard W. Allen — Annual report filed 2022-05-16
Annual		Dec 31, 2021Needs review
Mar 9, 2022Richard W. Allen — PTR filed 2022-03-09
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Feb 13, 2022Richard W. Allen — PTR filed 2022-02-13
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Nov 10, 2021Richard W. Allen — PTR filed 2021-11-10
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Nov 8, 2021Richard W. Allen — Financial disclosure (A) filed 2021-11-08
Financial		Not establishedNeeds review
Nov 8, 2021Richard W. Allen — PTR filed 2021-11-08
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Nov 8, 2021Richard W. Allen — PTR filed 2021-11-08
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