Republican · House GA12
Wikipedia biography ↗Years Elected: About 11.8Rank: #57
Federal elected service; earlier service not yet verified.
8.04%
Cumulative estimated return
SPY: 13.01%
Outperformance: -4.97 percentage points
2025-10-24 – 2026-10-26
55.31%
Cumulative estimated return
SPY: 85.52%
Outperformance: -30.21 percentage points
2023-10-26 – 2026-10-26
34.45%
Cumulative estimated return
SPY: 67.86%
Outperformance: -33.41 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 97 parsed trades. Ranks use three-year return.
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.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| ABT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $106.20Oct 30, 2026 | Unavailable |
| ACN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| GOOGL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMGN | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| AZO | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $3169.82Oct 30, 2026 | Unavailable |
| BAC | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $50.01Oct 30, 2026 | Unavailable |
| CHD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $107.23Oct 30, 2026 | Unavailable |
| CTAS | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $219.82Oct 30, 2026 | Unavailable |
| COST | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| DOV | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $207.74Oct 30, 2026 | Unavailable |
| GPN | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $96.84Oct 30, 2026 | Unavailable |
| HD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTU | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $341.09Oct 30, 2026 | Unavailable |
| MAR | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $399.30Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| PAYX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $112.12Oct 30, 2026 | Unavailable |
| WMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $123.51Oct 30, 2026 | Unavailable |
| ABT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $106.20Oct 30, 2026 | Unavailable |
| ABBV | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $294.89Oct 30, 2026 | Unavailable |
| GOOGL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AWK | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $144.37Oct 30, 2026 | Unavailable |
| AMP | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $490.83Oct 30, 2026 | Unavailable |
| AMGN | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| ATO | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $172.41Oct 30, 2026 | Unavailable |
| AZO | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $3169.82Oct 30, 2026 | Unavailable |
| SCHW | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $88.05Oct 30, 2026 | Unavailable |
| CB | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $364.12Oct 30, 2026 | Unavailable |
| CTAS | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $219.82Oct 30, 2026 | Unavailable |
| COST | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| DE | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $675.48Oct 30, 2026 | Unavailable |
| DOV | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $207.74Oct 30, 2026 | Unavailable |
| FERG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $238.68Oct 30, 2026 | Unavailable |
| HD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTU | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $341.09Oct 30, 2026 | Unavailable |
| MAR | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $399.30Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| PG | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ROL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $34.66Oct 30, 2026 | Unavailable |
| SHW | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $332.61Oct 30, 2026 | Unavailable |
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| WMT | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $123.51Oct 30, 2026 | Unavailable |
| WM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $233.45Oct 30, 2026 | Unavailable |
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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Freeport-McMoRan, Inc. (FCX) [ST] | not_reported | 191.7205847112389168463934819 | 12492.51 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Waste Management, Inc. (WM) [ST] | not_reported | 147.9245368895362068180783760 | 35652.77 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AbbVie Inc. (ABBV) [ST] | spouse | 765.9000393890323427721125651 | 219614.18 |
| Albemarle Corporation (ALB) [ST] | spouse | 189.7268447909309810033749298 | 17724.28 |
| Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 14.59599000237170014412639337 | 7754.56 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amgen Inc. (AMGN) [ST] | spouse | 458.2841954110781827625187132 | 203766.90 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amazon.com, Inc. (AMZN) [ST] | spouse | 898.9732258903041330907200415 | 223925.24 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | spouse | 193.8823599594344687705064726 | 33210.11 |
| Broadcom Inc. - Common Stock (AVGO) [ST] | spouse | 39.79068377164382515646942523 | 13097.90 |
| American Water Works Company, Inc. Common Stock (AWK) [ST] | spouse | 8.4612844578088456715394662 | 1198.96 |
| American Express Company Common Stock (AXP) [ST] | spouse | 25.31563459165269120020251242 | 7975.69 |
| AutoZone, Inc. Common Stock (AZO) [ST] | spouse | 20.46971214460609275114665549 | 65299.81 |
| LIVTR ⇒ Bank of America Corporation Common Stock (BAC) [ST] | spouse | 590.9181818181818181818181818 | 29853.19 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited (CB) [ST] | spouse | 560.6833910034602076124567474 | 200018.19 |
| LIVTR ⇒ Church & Dwight Company, Inc. (CHD) [ST] | spouse | 95.41443053070960047704233751 | 10054.77 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 280.9740013015287471118493957 | 282423.83 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | spouse | 571.6009996277981602594778540 | 129141.81 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Deere & Company (DE) [ST] | spouse | 69.80797731812616792319092725 | 44764.37 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Dover Corporation (DOV) [ST] | spouse | 550.6095062487195246875640238 | 111503.93 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST] | spouse | 145.9843686834658401832637111 | 33506.33 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | spouse | 1118.214057507987220447284345 | 354250.21 |
| LIVTR ⇒ Global Payments Inc. Common Stock (GPN) [ST] | spouse | 968.9987080103359173126614987 | 79322.23 |
| Kimberly-Clark Corporation (KMB) [ST] | spouse | 55.97886929750909599776098517 | 6136.96 |
| Kinder Morgan, Inc. Common Stock (KMI) [ST] | spouse | 245.8666256914566687154271666 | 8344.71 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Marriott International - Class A (MAR) [ST] | spouse | 805.8309695719443011861784425 | 318101.78 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Microsoft Corporation (MSFT) [ST] | spouse | 516.9368512468466978206029528 | 275320.57 |
| NextEra Energy, Inc. (NEE) [ST] | spouse | 351.8247647795510741466234225 | 28863.70 |
| Netflix, Inc. - Common Stock (NFLX) [ST] | spouse | 188.7150563278209324819505261 | 12058.89 |
| Charles schwab IRA ⇒ United Technologies Corporation (UTX) [sT] | spouse | 84.89021362557335196669798859 | 16764.12 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Charles Schwab Corporation (SCHW) [ST] | spouse | 325.2977679911920728655790211 | 29188.97 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Sherwin-Williams Company (SHW) [ST] | spouse | 231.4615930623707681387525846 | 77576.67 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | spouse | 60.27601084183268142320509164 | 25579.33 |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walmart Inc. (WMT) [ST] | spouse | 1862.498878018131226999371690 | 224039.99 |
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.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| AZO | Spouse | Jan 17, 2025 | $3228.40 | Sep 22, 2026 | $2894.73 | -10.34% |
| ROL | Spouse | Dec 12, 2024 | $48.77 | Aug 12, 2026 | $36.52 | -25.12% |
| SPGI | Spouse | Jan 14, 2026 | $515.49 | Apr 16, 2026 | $413.14 | -19.86% |
| AMP | Spouse | Apr 9, 2024 | $429.59 | Apr 15, 2026 | $468.15 | 8.98% |
| NFLX | Spouse | May 16, 2025 | $119.15 | Dec 12, 2025 | $95.19 | -20.11% |
| SCHW | Spouse | Dec 14, 2023 | $70.94 | Sep 12, 2024 | $61.74 | -12.97% |
| Not reported | Spouse | Feb 10, 2021 | $283.18 | Oct 22, 2021 | $240.40 | -15.11% |
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.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| ROL — Rollins, Inc. Common Stock (ROL) [ST] | Spouse | Purchase | Dec 12, 2024 | Sep 11, 2026 |
| SCHW — R.W. Allen & Associates, Inc. ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 12, 2024 | Sep 14, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Spouse | Sale | Sep 12, 2024 | Sep 11, 2026 |
| DE — LIVTR ⇒ Deere & Company Common Stock (DE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 14, 2024 | Sep 14, 2026 |
| DE — Deere & Company Common Stock (DE) [ST] | Spouse | Sale | Aug 14, 2024 | Sep 11, 2026 |
| AZO — LIVTR ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 16, 2024 | Sep 14, 2026 |
| JNJ — LIVTR ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 16, 2024 | Sep 14, 2026 |
| AZO — AutoZone, Inc. Common Stock (AZO) [ST] | Spouse | Purchase | Jul 16, 2024 | Sep 12, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | Sale | Jul 16, 2024 | Sep 12, 2026 |
| JNJ — R.W. Allen & Associates, Inc. ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 13, 2024 | Sep 14, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | Sale | Jun 13, 2024 | Sep 12, 2026 |
| CTAS — R.W. Allen & Associates, Inc. ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 20, 2024 | Sep 14, 2026 |
| SBUX — R.W. Allen & Associates, Inc. ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | May 20, 2024 | Sep 14, 2026 |
| CTAS — Cintas Corporation - Common Stock (CTAS) [ST] | Spouse | Purchase | May 20, 2024 | Sep 12, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | Sale | May 20, 2024 | Sep 12, 2026 |
| AMP — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 9, 2024 | Sep 14, 2026 |
| AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Spouse | Purchase | Apr 9, 2024 | Sep 12, 2026 |
| BLK — R.W. Allen & Associates, Inc. ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 17, 2024 | Sep 14, 2026 |
| BLK — BlackRock, Inc. Common Stock (BLK) [ST] | Spouse | Sale | Jan 17, 2024 | Sep 12, 2026 |
| ALB — LIVTR ⇒ Albemarle Corporation (ALB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 21, 2023 | Sep 14, 2026 |
| ALB — R.W. Allen & Associates, Inc. ⇒ Albemarle Corporation (ALB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 21, 2023 | Sep 14, 2026 |
| NEE — R.W. Allen & Associates, Inc. ⇒ NextEra Energy, Inc. (NEE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 21, 2023 | Sep 14, 2026 |
| ALB — Albemarle Corporation (ALB) [ST] | Spouse | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Dec 21, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Spouse | Sale | Dec 21, 2023 | Sep 12, 2026 |
| SCHW — R.W. Allen & Associates, Inc. ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 14, 2023 | Sep 14, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Spouse | Purchase | Dec 14, 2023 | Sep 12, 2026 |
| ATVI — INIRA ⇒ Activision Blizzard, Inc (ATVI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 13, 2023 | Sep 14, 2026 |
| ATVI — IRA ⇒ Activision Blizzard, Inc (ATVI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 13, 2023 | Sep 14, 2026 |
| ATVI — Activision Blizzard, Inc (ATVI) [ST] | Multiple owners | SaleSource rows (2)$16,002–$65,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Oct 13, 2023 | Sep 12, 2026 |
| Not reported — R.W. Allen & Associates, Inc. ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non- Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2023 | Sep 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$D) [ST] | Spouse | Purchase | Oct 10, 2023 | Sep 12, 2026 |
| Not reported — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non- Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 31, 2023 | Sep 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$D) [ST] | Spouse | Purchase | Aug 31, 2023 | Sep 12, 2026 |
| Not reported — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non- Cumulative Perpetual Preferred Stock, Series D (SCHW$D) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 18, 2023 | Sep 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] | Spouse | Purchase | May 18, 2023 | Sep 12, 2026 |
| ATVI — IRA ⇒ Activision Blizzard, Inc (ATVI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 20, 2023 | Sep 14, 2026 |
| ATVI — Activision Blizzard, Inc (ATVI) [ST] | Not reported | Purchase | Apr 20, 2023 | Sep 12, 2026 |
| SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 27, 2023 | Sep 14, 2026 |
| SSB — SouthState Corporation (SSB) [ST] | Spouse | Sale | Mar 27, 2023 | Sep 12, 2026 |
| ACN — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2023 | Sep 14, 2026 |
| PFE — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Pfizer, Inc. (PFE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2023 | Sep 14, 2026 |
| SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 78 · Annual | Mar 9, 2023 | Sep 14, 2026 |
| SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 79 · Annual | Jan 13, 2023 | Sep 14, 2026 |
| AMGN — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amgen Inc. (AMGN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 18, 2022 | Sep 14, 2026 |
| CB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited (CB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 18, 2022 | Sep 14, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Not reported | Sale | Aug 15, 2022 | Sep 12, 2026 |
| DIS — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walt Disney Company (DIS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 11, 2022 | Sep 14, 2026 |
| SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 45 · Annual | May 5, 2022 | Sep 14, 2026 |
| SSB — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SouthState Corporation (SSB) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 44 · Annual | Apr 4, 2022 | Sep 14, 2026 |
| DIS — R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walt Disney Company (DIS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2022 | Sep 14, 2026 |
67 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.