Rick W. Allen

Republican — R–GA-12 · U.S. House · serving since 2015 · House Committee on Education and Workforce, House Committee on Energy and Commerce · member ID A000372Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
Disclosures
310
50 filings · 0 paper · retained
Net flow · 12m
−$829K to $588K
purchases minus sales · statutory ranges, an interval
Distinct tickers
95
across every disclosed row
Late filings
197
filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD

Disclosed flow by quarter. 24Q4: purchases $280K–$700K, no sales; 25Q1: purchases $265K–$650K, sales $30K–$100K; 25Q2: purchases $17K–$80K, sales $195K–$500K; 25Q3: purchases $230K–$550K, sales $2K–$30K; 25Q4: purchases $115K–$250K, sales $16K–$65K; 26Q1: purchases $182K–$480K, sales $81K–$215K; 26Q2: purchases $102K–$280K, sales $340K–$900K; 26Q3: purchases $2K–$30K, sales $15K–$50K

Net disclosed flow by ticker

flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 26 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range
Net disclosed flow by ticker for Rick W. Allen
NetTickerIssuerBuy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeroBuysSellsNet range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeroLast traded13FInstitutional overlap is not available in this build.
BUY912796U49US TREASURY BILL DUE 9/15/22 (912796U49) [GS]Purchases $215K–$550K; sales —30$215K to $550K net accumulation2022-05-23
BUY912796U31US TREASURY BILL DUE 3/23/23 (912796U31) [GS]Purchases $115K–$300K; sales —20$115K to $300K net accumulation2022-10-07
BUY912796XQ7US TREASURY BILL DUE 7/13/23 (912796XQ7) [GS]Purchases $115K–$300K; sales —20$115K to $300K net accumulation2022-08-19
BUY91282CEG2US Treasury Note 2.25% Due 3/31/24 (91282CEG2) [GS]Purchases $115K–$300K; sales —20$115K to $300K net accumulation2022-05-10
BUY912796X87US TREASURY BILL DUE 12/22/22 (912796X87) [GS]Purchases $100K–$250K; sales —10$100K to $250K net accumulation2022-10-07
BUY91282CFG1US TREASURY NOTE 3.25% 08/24 (91282CFG1) [GS]Purchases $100K–$250K; sales —10$100K to $250K net accumulation2022-09-16
BUY91282CFN6US TREASURY NOTE 4.25% 09/24 (91282CFN6) [GS]Purchases $100K–$250K; sales —10$100K to $250K net accumulation2022-12-23
BUY91282CGH8US Treasury Note 3.5% DUE 01/31/28 (91282CGH8) [GS]Purchases $100K–$250K; sales —10$100K to $250K net accumulation2026-01-26
BUY91282CNG2US Treasury Note 4% DUE 5/31/30 (91282CNG2) [GS]Purchases $100K–$250K; sales —10$100K to $250K net accumulation2026-05-19
BUYCBChubb Limited (CB) [ST]Purchases $60K–$200K; sales —40$60.0K to $200K net accumulation2022-08-18
BUY912796SH3US T BILL DUE 03/26/20 (912796SH3) [GS]Purchases $50K–$100K; sales —10$50.0K to $100K net accumulation2019-08-30
BUY912797LL9US TREASURY NOTE DUE 3/21/24 (912797LL9) [GS]Purchases $50K–$100K; sales —10$50.0K to $100K net accumulation2023-09-26
BUY91282CJS1US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1) [GS]Purchases $50K–$100K; sales —10$50.0K to $100K net accumulation2024-12-03
BUY91282CLC3US Treasury Note 4% DUE 7/31/29 (91282CLC3) [GS]Purchases $50K–$100K; sales —10$50.0K to $100K net accumulation2026-02-18
BUY91282CLG4US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) [GS]Purchases $50K–$100K; sales —10$50.0K to $100K net accumulation2025-11-14
BUYSHWSherwin-Williams Company (SHW) [ST]Purchases $50K–$100K; sales —10$50.0K to $100K net accumulation2019-09-10
BUYAMGNAmgen Inc. (AMGN) [ST]Purchases $45K–$150K; sales —30$45.0K to $150K net accumulation2022-08-18
BUYSCHW$DThe 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]Purchases $45K–$150K; sales —30$45.0K to $150K net accumulation2023-10-10
BUYGOOGLAlphabet Inc. - Class A (GOOGL) [ST]Purchases $31K–$115K; sales —30$31.0K to $115K net accumulation2020-02-28
BUY912796YJ2US TREASURY BILL DUE 10/5/23 (912796YJ2) [GS]Purchases $30K–$100K; sales —20$30.0K to $100K net accumulation2022-12-08
BUYABBVAbbVie Inc. (ABBV) [ST]Purchases $30K–$100K; sales —20$30.0K to $100K net accumulation2020-11-16
BUYAZOAutoZone, Inc. Common Stock (AZO) [ST]Purchases $30K–$100K; sales —20$30.0K to $100K net accumulation2025-01-17
BUYCOSTCostco Wholesale Corporation (COST) [ST]Purchases $30K–$100K; sales —20$30.0K to $100K net accumulation2019-09-10
BUYDEDeere & Company Common Stock (DE) [ST]Purchases $32K–$130K; sales $1K–$15K41$17.0K to $129K net accumulation2024-08-14
BUYHDHome Depot, Inc. (HD) [ST]Purchases $17K–$80K; sales —30$17.0K to $80.0K net accumulation2020-05-14
BUY912797KJ5US TREASURY BILL DUE 03/20/25 (912797KJ5) [GS]Purchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2024-12-03
BUYSCHWCharles Schwab Corporation (SCHW) [ST]Purchases $65K–$150K; sales $15K–$50K21$15.0K to $135K net accumulation2025-07-10
BUY912796QV4US T BILL DUE 08/15/19 (912796QV4) [GS]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2019-02-15
BUY912796QX0US T BILL DUE 02/14/19 (912796QX0) [GS]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2018-08-21
BUY912796WX3US TREASURY BILL20U S T BILL DUE 07/23/20 (912796WX3) [GS]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2020-02-03
BUY912796YH6US Treasury Bill Due 9/7/23 (912796YH6) [GS]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2022-09-16
BUY91282CDR9US TREASURY NOTE DUE 12/31/23 (91282CDR9) [GS]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2023-09-26
BUY91282CFK2US Treasury Bill DUE 09/15/25 (91282CFK2) [GS]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2024-04-23
BUY91282CGJ4US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) [GS]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2026-03-24
BUYAMZNAmazon.com, Inc. (AMZN) [ST]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2019-09-10
BUYATOAtmos Energy Corporation Common Stock (ATO) [ST]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2025-08-19
BUYFERGFerguson Enterprises Inc. Common Stock (FERG) [ST]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2025-12-12
BUYMSFTMicrosoft Corporation (MSFT) [ST]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2019-08-27
BUYROLRollins, Inc. Common Stock (ROL) [ST]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2024-12-12
BUYWMWaste Management, Inc. (WM) [ST]Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2022-01-13
BUYWMTWalmart Inc. (WMT) [ST]Purchases $18K–$95K; sales $1K–$15K41$3.0K to $94.0K net accumulation2020-02-20
BUYALBAlbemarle Corporation (ALB) [ST]Purchases $32K–$130K; sales $2K–$30K42$2.0K to $128K net accumulation2023-12-21
BUYTSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2026-05-08
BUYAMDAdvanced Micro Devices, Inc. (AMD) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-14
BUYAVGOBroadcom Inc. - Common Stock (AVGO) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-14
BUYAXPAmerican Express Company Common Stock (AXP) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-05-08
BUYCTASCintas Corporation - Common Stock (CTAS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2024-05-20
BUYKMIKinder Morgan, Inc. Common Stock (KMI) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-02-19
MIXEDNFLXNetflix, Inc. - Common Stock (NFLX) [ST]Purchases $15K–$50K; sales $1K–$15K11$0 to $49.0K2025-12-12
MIXEDNEENextEra Energy, Inc. (NEE) [ST]Purchases $47K–$180K; sales $15K–$50K51−$3.0K to $165K2023-12-21
MIXEDCAECAE Inc. Ordinary Shares (CAE) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-10-31
MIXEDCCLCarnival Corporation (CCL) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-04-11
MIXEDFDXFedEx Corporation (FDX) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-04-09
MIXEDTELTE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2018-11-20
SELL36966R5P7GENERAL ELECTRIC 5.55% DUE 02/15/22 (36966R5P7) [CS]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2017-11-02
SELLBAYZFBayer AG Ordinary Shares (BAYZF) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2018-06-07
SELLGEGeneral Electric Company (GE) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2017-05-16
SELLXOMExxon Mobil Corporation (XOM) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2017-04-27
MIXEDMARMarriott International - Class A (MAR) [ST]Purchases $30K–$100K; sales $15K–$50K21−$20.0K to $85.0K2020-05-14
SELLUTXunited Technologies Corporation (uTX) [ST]Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal2019-12-27
MIXEDPFEPfizer, Inc. (PFE) [ST]Purchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K2023-03-14
MIXEDPSXPhillips 66 (PSX) [ST]Purchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K2020-04-15
MIXEDSPGIS&P Global Inc. Common Stock (SPGI) [ST]Purchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K2026-04-16
MIXEDDOVDover Corporation (DOV) [ST]Purchases $105K–$350K; sales $45K–$150K73−$45.0K to $305K2021-06-15
MIXEDFCXFreeport-McMoRan, Inc. (FCX) [ST]Purchases $32K–$130K; sales $17K–$80K43−$48.0K to $113K2021-10-07
MIXEDPYPLPayPal Holdings, Inc. (PYPL) [ST]Purchases $32K–$130K; sales $17K–$80K43−$48.0K to $113K2021-10-22
MIXEDKMBKimberly-Clark Corporation (KMB) [ST]Purchases $16K–$65K; sales $16K–$65K22−$49.0K to $49.0K2021-01-25
MIXEDRDS.BRoyal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares (RDS.B) [ST]Purchases $50K–$100K; sales $30K–$100K12−$50.0K to $70.0K2020-02-21
MIXEDAMPAmeriprise Financial, Inc. Common Stock (AMP) [ST]Purchases $50K–$100K; sales $50K–$100K11−$50.0K to $50.0K2026-04-15
MIXEDPGProcter & Gamble Company (PG) [ST]Purchases $15K–$50K; sales $16K–$65K12−$50.0K to $34.0K2026-04-16
SELLCIThe Cigna Group (CI) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2018-02-07
SELLORealty Income Corporation (O) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2017-02-13
SELLTSSTotal System Services, Inc. (TSS) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2019-12-27
MIXEDATVIActivision Blizzard, Inc (ATVI) [ST]Purchases $3K–$45K; sales $16K–$65K32−$62.0K to $29.0K2023-10-13
MIXEDMMM3M Company (MMM) [ST]Purchases $30K–$100K; sales $18K–$95K24−$65.0K to $82.0K2020-05-14
MIXEDJNJJohnson & Johnson Common Stock (JNJ) [ST]Purchases $31K–$115K; sales $30K–$100K32−$69.0K to $85.0K2024-07-16
MIXEDABTAbbott Laboratories Common Stock (ABT) [ST]Purchases $30K–$100K; sales $30K–$100K22−$70.0K to $70.0K2026-07-14
MIXEDVZVerizon Communications Inc. (VZ) [ST]Purchases $50K–$100K; sales $52K–$130K13−$80.0K to $48.0K2021-02-10
MIXEDPAYXPaychex, Inc. - Common Stock (PAYX) [ST]Purchases $16K–$65K; sales $30K–$100K22−$84.0K to $35.0K2026-01-14
MIXEDMRKMerck & Company, Inc. Common Stock (MRK) [ST]Purchases $30K–$100K; sales $31K–$115K23−$85.0K to $69.0K2021-03-10
MIXEDAWKAmerican Water Works Company, Inc. Common Stock (AWK) [ST]Purchases $15K–$50K; sales $50K–$100K11−$85.0K to $02026-01-14
MIXEDBLKBlackRock, Inc. Common Stock (BLK) [ST]Purchases $15K–$50K; sales $50K–$100K11−$85.0K to $02024-01-17
MIXEDACNAccenture plc Class A Ordinary Shares (ACN) [ST]Purchases $130K–$300K; sales $82K–$230K45−$100K to $218K2026-05-08
SELLTFCTruist Financial Corporation (TFC) [ST]Purchases —; sales $30K–$100K02−$100K to −$30.0K net disposal2020-04-15
MIXEDSBUXStarbucks Corporation - Common Stock (SBUX) [ST]Purchases $19K–$110K; sales $33K–$145K55−$126K to $77.0K2024-05-20
MIXEDCHDChurch & Dwight Company, Inc. Common Stock (CHD) [ST]Purchases $15K–$50K; sales $45K–$150K13−$135K to $5.0K2025-10-10
MIXEDTMOThermo Fisher Scientific Inc Common Stock (TMO) [ST]Purchases $60K–$200K; sales $60K–$200K44−$140K to $140K2025-05-16
MIXED91282CJP7US Treasury Note 4/375% DUE 12/15/26 (91282CJP7) [GS]Purchases $100K–$250K; sales $100K–$250K11−$150K to $150K2026-04-16
SELLDDominion Energy, Inc. (D) [ST]Purchases —; sales $45K–$150K03−$150K to −$45.0K net disposal2020-12-15
MIXEDDISWalt Disney Company (DIS) [ST]Purchases $76K–$265K; sales $62K–$230K66−$154K to $203K2022-08-15
SELLBBTBB&T Corporation (BBT) [ST]Purchases —; sales $46K–$165K04−$165K to −$46.0K net disposal2019-06-19
MIXEDINTUIntuit Inc. - Common Stock (INTU) [ST]Purchases $66K–$165K; sales $96K–$265K35−$199K to $69.0K2026-06-10
SELLPSDTXPutnam Ultra Short Duration Income A (PSDTX) [AB]Purchases —; sales $100K–$200K02−$200K to −$100K net disposal2022-01-25
SELL91282CJR3US Treasury Note 3.75% DUE 12/31/28 (91282CJR3)) [GS]Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2026-04-16
SELLSSBSouthState Corporation (SSB) [ST]Purchases —; sales $1M–$2.5M027−$2.5M to −$1.0M net disposal2023-03-27

Trading profile

VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS
Filing lag (median)median days between trade date and filing date, over rows that disclose both
+529dslower than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing
6.2above median — median 3.2
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000
25%larger lots — median 69%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars
56%above median — median 47%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
27%family accounts — median 97%

filings incl. 0 paper: 50distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 310 · disclosed flow · trailing 12m: $853K–$2.3Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +529dmedian days between trade date and filing date, over rows that disclose both · late filings: 197rows filed past the STOCK Act's 45-day window

Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.

Sector mix

taxonomy v1 · SIC as of 2026-09-14
Disclosed transactions by issuer sector
SectorTradesFlow range
manufacturing78$834K–$3.1M
services52$759K–$2.4M
finance-insurance-realestate47$1.5M–$3.6M
retail24$213K–$795K
transport-utilities22$309K–$935K
mining7$49K–$210K
wholesale3$17K–$80K
ticker not resolved to an issuer coverage51$2M–$5.2M
no ticker disclosed coverage26$1.6M–$3.7M
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context

Largest recent disclosures

trailing 90d · lower bound
Largest recent disclosures for Rick W. Allen
Filed ▾AssetSideAmountSrc
2026-06-1691282CNG2Purchase$100K–$250K
2026-08-18ABTSale$15K–$50K
2026-07-15INTUSale$15K–$50K
2026-06-16ACNSale$15K–$50K
2026-08-18AMDPurchase$1K–$15K
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.

Committees · jurisdiction overlap

membership snapshot 2026-09-14 · jurisdiction mapping v1

Serves on: House Committee on Education and Workforce · House Committee on Energy and Commerce

Trades within committee jurisdiction as of the trade date
TradedTickerSectorCommitteeSrc
2026-07-14ABTmanufacturingHouse Committee on Energy and Commerce
2026-07-14AMDmanufacturingHouse Committee on Energy and Commerce
2026-07-14AVGOmanufacturingHouse Committee on Energy and Commerce
2026-05-08TSMmanufacturingHouse Committee on Energy and Commerce
2026-04-16ABTmanufacturingHouse Committee on Energy and Commerce
2026-04-16PGmanufacturingHouse Committee on Energy and Commerce
2026-02-19KMItransport-utilitiesHouse Committee on Energy and Commerce
2026-02-19TSMmanufacturingHouse Committee on Energy and Commerce
2026-01-14AWKtransport-utilitiesHouse Committee on Energy and Commerce
2025-10-10CHDmanufacturingHouse Committee on Energy and Commerce
2025-08-19ATOtransport-utilitiesHouse Committee on Energy and Commerce
2025-05-16TMOmanufacturingHouse Committee on Energy and Commerce
202 trades predate the membership snapshot's validity window — unanswerable, not cleared · 18 trades touch committees outside the jurisdiction mapping (HSED) — unanswerable there, not cleared
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.

All disclosed transactions

310 rows · filed date desc · as of 2026-09-14 13:21 UTC
All disclosed transactions for Rick W. Allen
KindTickerAssetOwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗RangeAmount rangeTraded → FiledSource
SaleABTAbbott Laboratories Common Stock (ABT) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +35d
PurchaseAMDAdvanced Micro Devices, Inc. (AMD) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
PurchaseAVGOBroadcom Inc. - Common Stock (AVGO) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
SaleINTUIntuit Inc. - Common Stock (INTU) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +35d
Purchase91282CNG2US Treasury Note 4% DUE 5/31/30 (91282CNG2) [GS]$100K–$250KTraded Filed +28d
PurchaseTSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +39d
SaleACNAccenture plc Class A Ordinary Shares (ACN) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +39d
PurchaseAXPAmerican Express Company Common Stock (AXP) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +39d
SaleABTAbbott Laboratories Common Stock (ABT) [ST]· SP (spouse-owned)$15K–$50KTraded Filed LATE·50d
SaleINTUIntuit Inc. - Common Stock (INTU) [ST]· SP (spouse-owned)$15K–$50KTraded Filed LATE·50d
SalePGProcter & Gamble Company (PG) [ST]· SP (spouse-owned)$15K–$50KTraded Filed LATE·50d
SaleSPGIS&P Global Inc. Common Stock (SPGI) [ST]· SP (spouse-owned)$15K–$50KTraded Filed LATE·50d
Sale91282CJP7US Treasury Note 4/375% DUE 12/15/26 (91282CJP7) [GS]· SP (spouse-owned)$100K–$250KTraded Filed LATE·50d
Sale91282CJR3US Treasury Note 3.75% DUE 12/31/28 (91282CJR3)) [GS]· SP (spouse-owned)$100K–$250KTraded Filed LATE·50d
SaleAMPAmeriprise Financial, Inc. Common Stock (AMP) [ST]· SP (spouse-owned)$50K–$100KTraded Filed LATE·51d
Purchase91282CGJ4US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) [GS]$15K–$50KTraded Filed +41d
PurchaseKMIKinder Morgan, Inc. Common Stock (KMI) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +20d
SaleINTUIntuit Inc. - Common Stock (INTU) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +20d
PurchaseTSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +20d
Purchase91282CLC3US Treasury Note 4% DUE 7/31/29 (91282CLC3) [GS]$50K–$100KTraded Filed +21d
SaleINTUIntuit Inc. - Common Stock (INTU) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +21d
Purchase91282CGH8US Treasury Note 3.5% DUE 01/31/28 (91282CGH8) [GS]$100K–$250KTraded Filed +22d
SaleAWKAmerican Water Works Company, Inc. Common Stock (AWK) [ST]· SP (spouse-owned)$50K–$100KTraded Filed +34d
PurchaseSPGIS&P Global Inc. Common Stock (SPGI) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +34d
SalePAYXPaychex, Inc. - Common Stock (PAYX) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +34d
PurchaseFERGFerguson Enterprises Inc. Common Stock (FERG) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +34d
SaleNFLXNetflix, Inc. - Common Stock (NFLX) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +34d
Purchase91282CLG4US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) [GS]$50K–$100KTraded Filed +25d
PurchaseUS Treasury Bill 91282CLP4 3.5% Due 9/30/26 [GS]$50K–$100Kno tickerTraded Filed +34d
SaleCHDChurch & Dwight Company, Inc. Common Stock (CHD) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +34d
SaleACNAccenture plc Class A Ordinary Shares (ACN) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +25d
PurchaseATOAtmos Energy Corporation Common Stock (ATO) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +24d
PurchaseUS Treasury Bill 91282CHB0 DUE 5/15/26 3.625% [GS]$100K–$250Kno tickerTraded Filed +24d
SaleACNAccenture plc Class A Ordinary Shares (ACN) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +24d
PurchaseSCHWCharles Schwab Corporation (SCHW) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +32d
PurchaseUS Treasury Bill 912797PD3 [GS]$50K–$100Kno tickerTraded Filed +32d
PurchaseUS Treasury Bill 912797PV3 [GS]$50K–$100Kno tickerTraded Filed +32d
PurchaseINTUIntuit Inc. - Common Stock (INTU) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +25d
SaleTMOThermo Fisher Scientific Inc Common Stock (TMO) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +33d
PurchaseUS Treasury Bill 912797MS3 DUE 10/02/25 [GS]$1K–$15Kno tickerTraded Filed +33d
PurchaseNFLXNetflix, Inc. - Common Stock (NFLX) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +33d
SaleUS Treasury Bill - Due 5/15/26 3.625% - 91282CHB0 [GS]· SP (spouse-owned)$100K–$250Kno tickerTraded Filed +30d
SaleUS Treasury Bill - Due 3/15/2027 4.25% - 91282CKE0 [GS]· SP (spouse-owned)$50K–$100Kno tickerTraded Filed +30d
SaleUS Treasury Bill - Due 12/31/2025 4.25% - 91282CJS1 [GS]· SP (spouse-owned)$15K–$50Kno tickerTraded Filed +30d
SaleTMOThermo Fisher Scientific Inc Common Stock (TMO) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +34d
PurchaseUS Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 [GS]· SP (spouse-owned)$50K–$100Kno tickerTraded Filed +14d
PurchaseUS Treasury Bill 91282CKE0 [GS]$100K–$250Kno tickerTraded Filed +24d
PurchaseUS Treasury Bill 91282CHB0 [GS]$100K–$250Kno tickerTraded Filed +24d
PurchaseAZOAutoZone, Inc. Common Stock (AZO) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +34d
SaleUS Treasury Bill 912797JR9 [GS]· partial (partial sale)$15K–$50Kno tickerTraded Filed +43d
Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–50 of 310 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2026-08-183
2026-07-151
2026-06-164
2026-06-057
2026-05-041
2026-03-115
2026-02-174
2026-01-152
2025-12-091
2025-11-132
2025-10-071
2025-09-123
2025-08-113
2025-07-151
2025-06-183
2025-05-154
2025-03-121
2025-02-205
2025-01-164
2024-11-141
2024-10-182
2024-09-202
2024-08-082
2024-07-103
2024-06-212
2024-05-143
2024-02-163
2024-01-114
2023-12-193
2023-11-164
2023-10-052
2023-09-081
2023-08-10176
2023-06-023
2022-09-101
2022-03-092
2022-02-133
2021-11-102
2021-11-081
2021-11-084
2021-11-082
2021-10-201
2021-06-124
2021-05-091
2021-04-065
2021-03-1410
2021-01-131
2020-10-061
2020-08-183
2020-07-203
Signals for this member
TickerKindFiledSizeSrc
AMDS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-08-18$1.0K–$15.0K
AVGOS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-08-18$1.0K–$15.0K
AVGOS-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2026-08-18$1.0K–$15.0K
ABTS-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2026-08-18$15.0K–$50.0K
AMDS-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2026-08-18$1.0K–$15.0K
91282CNG2S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-06-16$100K–$250K
AXPS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-06-16$1.0K–$15.0K
TSMS-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2026-06-16$1.0K–$15.0K
Filed dates lag the trades
How this is computed

PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding. · 1 superseded in the window

PLANNED annual holdings · 13F overlap

Additional disclosure analysis

Most-disclosed tickers

trailing 24m
Most-disclosed tickers, trailing 24 months
TickerTradesFlow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed rangesLast
INTU5$47K–$180K§2026-06
ACN3$17K–$80K§2026-05
91282CJP72$200K–$500K§2026-04
ABT2$30K–$100K§2026-07
NFLX2$16K–$65K§2025-12
SPGI2$30K–$100K§2026-04

310 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

Published 2026-09-14

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.