Rick W. Allen
R-GA-12 Representative for Georgia’s 12th district Republican In Congress since 2015
- 86trades · 3 yrs
- 45buys
- 41sells
- 34dmedian wait
- 7filed late
Rick W. Allen disclosed 86 trades made since Oct 4, 2023: 45 buys and 41 sales. The most traded name was INTU (5 trades). 62 of them were a spouse's or joint account's. The latest, made Aug 12, 2026, was filed Sep 22, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
86 trades since Oct 4, 2023 · newest first · 12 in an industry a committee of theirs oversees
-
TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$1K–$15KTraded Aug 12Filed Sep 22 41d
-
ROLRollins, Inc.Sell$15K–$50KTraded Aug 12Filed Sep 22 41d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Aug 12Filed Sep 22 41d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Jul 14Filed Aug 18 35d
-
AMDAdvanced Micro Devices, Inc.Buy$1K–$15KTraded Jul 14Filed Aug 18 35d
-
ABTAbbott LaboratoriesSell$15K–$50KTraded Jul 14Filed Aug 18 35d
-
INTUIntuit Inc.Sell$15K–$50KTraded Jun 10Filed Jul 15 35d
-
US Treasury Note 4% DUE 5/31/30 (91282CNG2)Buy$100K–$250KTraded May 19Filed Jun 16 28d
-
TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$1K–$15KTraded May 8Filed Jun 16 39d
-
AXPAmerican Express CompanyBuy$1K–$15KTraded May 8Filed Jun 16 39d
-
ACNAccenture plc Class A Ordinary SharesSell$15K–$50KTraded May 8Filed Jun 16 39d
-
US Treasury Note 4/375% DUE 12/15/26 (91282CJP7)Sell$100K–$250KTraded Apr 16Filed Jun 5 50d
-
US Treasury Note 3.75% DUE 12/31/28 (91282CJR3))Sell$100K–$250KTraded Apr 16Filed Jun 5 50d
-
SPGIS&P Global Inc.Sell$15K–$50KTraded Apr 16Filed Jun 5 50d
-
PGProcter & Gamble CompanySell$15K–$50KTraded Apr 16Filed Jun 5 50d
-
INTUIntuit Inc.Sell$15K–$50KTraded Apr 16Filed Jun 5 50d
-
ABTAbbott LaboratoriesSell$15K–$50KTraded Apr 16Filed Jun 5 50d
-
AMPAmeriprise Financial, Inc.Sell$50K–$100KTraded Apr 15Filed Jun 5 51d
-
US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)Buy$15K–$50KTraded Mar 24Filed May 4 41d
-
TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$1K–$15KTraded Feb 19Filed Mar 11 20d
-
KMIKinder Morgan, Inc.Buy$1K–$15KTraded Feb 19Filed Mar 11 20d
-
INTUIntuit Inc.Sell$1K–$15KTraded Feb 19Filed Mar 11 20d
-
US Treasury Note 4% DUE 7/31/29 (91282CLC3)Buy$50K–$100KTraded Feb 18Filed Mar 11 21d
-
INTUIntuit Inc.Sell$15K–$50KTraded Feb 18Filed Mar 11 21d
-
US Treasury Note 3.5% DUE 01/31/28 (91282CGH8)Buy$100K–$250KTraded Jan 26Filed Feb 17 22d
-
SPGIS&P Global Inc.Buy$15K–$50KTraded Jan 14Filed Feb 17 34d
-
PAYXPaychex, Inc.Sell$15K–$50KTraded Jan 14Filed Feb 17 34d
-
AWKAmerican Water Works Company, Inc.Sell$50K–$100KTraded Jan 14Filed Feb 17 34d
-
NFLXNetflix, Inc.Sell$1K–$15KTraded Dec 12, 2025Filed Jan 15 34d
-
FERGFerguson Enterprises Inc.Buy$15K–$50KTraded Dec 12, 2025Filed Jan 15 34d
-
US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4)Buy$50K–$100KTraded Nov 14, 2025Filed Dec 9, 2025 25d
-
US Treasury Bill 91282CLP4 3.5% Due 9/30/26Buy$50K–$100KTraded Oct 10, 2025Filed Nov 13, 2025 34d
-
CHDChurch & Dwight Company, Inc.Sell$15K–$50KTraded Oct 10, 2025Filed Nov 13, 2025 34d
-
ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Sep 12, 2025Filed Oct 7, 2025 25d
-
US Treasury Bill 91282CHB0 DUE 5/15/26 3.625%Buy$100K–$250KTraded Aug 19, 2025Filed Sep 12, 2025 24d
-
ATOAtmos Energy CorporationBuy$15K–$50KTraded Aug 19, 2025Filed Sep 12, 2025 24d
-
ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Aug 19, 2025Filed Sep 12, 2025 24d
-
US Treasury Bill 912797PV3Buy$50K–$100KTraded Jul 10, 2025Filed Aug 11, 2025 32d
-
US Treasury Bill 912797PD3Buy$50K–$100KTraded Jul 10, 2025Filed Aug 11, 2025 32d
-
SCHWCharles Schwab CorporationBuy$15K–$50KTraded Jul 10, 2025Filed Aug 11, 2025 32d
-
INTUIntuit Inc.Buy$1K–$15KTraded Jun 20, 2025Filed Jul 15, 2025 25d
-
US Treasury Bill 912797MS3 DUE 10/02/25Buy$1K–$15KTraded May 16, 2025Filed Jun 18, 2025 33d
-
TMOThermo Fisher Scientific IncSell$15K–$50KTraded May 16, 2025Filed Jun 18, 2025 33d
-
NFLXNetflix, Inc.Buy$15K–$50KTraded May 16, 2025Filed Jun 18, 2025 33d
-
US Treasury Bill - Due 5/15/26 3.625% - 91282CHB0Sell$100K–$250KTraded Apr 15, 2025Filed May 15, 2025 30d
-
US Treasury Bill - Due 3/15/2027 4.25% - 91282CKE0Sell$50K–$100KTraded Apr 15, 2025Filed May 15, 2025 30d
-
US Treasury Bill - Due 12/31/2025 4.25% - 91282CJS1Sell$15K–$50KTraded Apr 15, 2025Filed May 15, 2025 30d
-
TMOThermo Fisher Scientific IncSell$15K–$50KTraded Apr 11, 2025Filed May 15, 2025 34d
-
US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7Buy$50K–$100KTraded Feb 26, 2025Filed Mar 12, 2025 14d
-
US Treasury Bill 91282CKE0Buy$100K–$250KTraded Jan 27, 2025Filed Feb 20, 2025 24d
-
US Treasury Bill 91282CHB0Buy$100K–$250KTraded Jan 27, 2025Filed Feb 20, 2025 24d
-
AZOAutoZone, Inc.Buy$15K–$50KTraded Jan 17, 2025Filed Feb 20, 2025 34d
-
US Treasury Bill 912797JR9Sell · part$15K–$50KTraded Jan 8, 2025Filed Feb 20, 2025 43d
-
US Treasury Bill 912797JR9Sell · part$15K–$50KTraded Jan 8, 2025Filed Feb 20, 2025 43d
-
ROLRollins, Inc.Buy$15K–$50KTraded Dec 12, 2024Filed Jan 16, 2025 35d
-
US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1)Buy$50K–$100KTraded Dec 3, 2024Filed Jan 16, 2025 44d
-
US TREASURY BILL DUE 03/20/25 (912797KJ5)Buy$15K–$50KTraded Dec 3, 2024Filed Jan 16, 2025 44d
-
US TREASU NOTE 4.375% DUE 12/15/26 (91282CJP7)Buy$100K–$250KTraded Dec 3, 2024Filed Jan 16, 2025 44d
-
US Treasury Bill 91282CJR3Buy$100K–$250KTraded Oct 9, 2024Filed Nov 14, 2024 36d
-
US Treasury Bill 912797HP5Sell$100K–$250KTraded Sep 13, 2024Filed Oct 18, 2024 35d
-
SCHWCharles Schwab CorporationSell$15K–$50KTraded Sep 12, 2024Filed Oct 18, 2024 36d
-
US Treasury Bill 912797HP5Sell$50K–$100KTraded Aug 26, 2024Filed Sep 20, 2024 25d
-
DEDeere & CompanySell$1K–$15KTraded Aug 14, 2024Filed Sep 20, 2024 37d
-
JNJJohnson & JohnsonSell$15K–$50KTraded Jul 16, 2024Filed Aug 8, 2024 23d
-
AZOAutoZone, Inc.Buy$15K–$50KTraded Jul 16, 2024Filed Aug 8, 2024 23d
-
US Treasury Bill 912797JR9Buy$250K–$500KTraded Jun 25, 2024Filed Jul 10, 2024 15d
-
US Treasury Bill 912797HP5Buy$250K–$500KTraded Jun 25, 2024Filed Jul 10, 2024 15d
-
JNJJohnson & JohnsonSell$15K–$50KTraded Jun 13, 2024Filed Jul 10, 2024 27d
-
SBUXStarbucks CorporationSell$15K–$50KTraded May 20, 2024Filed Jun 21, 2024 32d
-
CTASCintas CorporationBuy$1K–$15KTraded May 20, 2024Filed Jun 21, 2024 32d
-
US Treasury Bill DUE 09/15/25 (91282CFK2)Buy$15K–$50KTraded Apr 23, 2024Filed May 14, 2024 21d
-
AMPAmeriprise Financial, Inc.Buy$50K–$100KTraded Apr 9, 2024Filed May 14, 2024 35d
-
US Treasury Bill Due 3/20/2025 (912797KJ5)Buy$1K–$15KTraded Apr 2, 2024Filed May 14, 2024 42d
-
BLKBlackRock, Inc.Sell$50K–$100KTraded Jan 17, 2024Filed Feb 16, 2024 30d
-
US Treasury Bill 912797LL9Sell$50K–$100KTraded Jan 11, 2024Filed Feb 16, 2024 36d
-
US Treasury Bill 912797GD3Sell$15K–$50KTraded Jan 11, 2024Filed Feb 16, 2024 36d
-
NEENextEra Energy, Inc.Sell$15K–$50KTraded Dec 21, 2023Filed Jan 11, 2024 21d
-
ALBAlbemarle CorporationSell$1K–$15KTraded Dec 21, 2023Filed Jan 11, 2024 21d
-
ALBAlbemarle CorporationSell$1K–$15KTraded Dec 21, 2023Filed Jan 11, 2024 21d
-
SCHWCharles Schwab CorporationBuy$50K–$100KTraded Dec 14, 2023Filed Jan 11, 2024 28d
-
US Treasury Bill 912797LL9Buy$15K–$50KTraded Nov 16, 2023Filed Dec 19, 2023 33d
-
US Treasury Bill 912797GD3Buy$15K–$50KTraded Nov 16, 2023Filed Dec 19, 2023 33d
-
US Treasury Bill 912797FH5Buy$15K–$50KTraded Nov 16, 2023Filed Dec 19, 2023 33d
-
ATVIActivision Blizzard, IncSell$15K–$50KTraded Oct 13, 2023Filed Nov 16, 2023 34d
-
ATVIActivision Blizzard, IncSell$1K–$15KTraded Oct 13, 2023Filed Nov 16, 2023 34d
-
The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)Buy$15K–$50KTraded Oct 10, 2023Filed Nov 16, 2023 37d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 11, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$10.9M–$36.9M
sum of 152 disclosed ranges
- Real estate 3
- Private business 4
- Fund 74
- Stock 44
- Other 9
- Bond 9
- CASH ASSETS, 44% InterestSpouse$1M–$5MSame band
- Personal HomeSelf$1M–$5MSame band
- Personal Home in DCSelf$1M–$5MSame band
- RW Allen Construction LLC2, 22% InterestSpouse$1M–$5MSame band
- COMMERCIAL RENTAL PROPERTYSelf$500K–$1MSame band
- Northwestern Mutual Select 100 2Self$250K–$500KSame band
- Schwab U.S. Broad Market ETFSelf$250K–$500KNew
- SCHBSchwab U.S. Broad Market ETFSpouse$250K–$500KSame band
- ABBVAbbVie Inc.Spouse$100K–$250K▲ $50K–$100K
- GOOGLAlphabet Inc. - Class ASpouse$100K–$250K▲ $50K–$100K
- GOOGLAlphabet Inc. - Class ASpouse$100K–$250K▲ $50K–$100K
- AMZNAmazon.com, Inc.Spouse$100K–$250KSame band
- Centier Bank 4.8% CD FDIC INS DUE 07/27/26 (15140RCU1)Spouse$100K–$250KSame band
- CBChubb LimitedSpouse$100K–$250KSame band
- COSTCostco Wholesale CorporationSpouse$100K–$250KSame band
- MARMarriott International - Class ASpouse$100K–$250K▲ $50K–$100K
- MSFTMicrosoft CorporationSpouse$100K–$250KSame band
- Morgan Stanley Bank 4.25% Due 9/13/27 (61776CAS6)Spouse$100K–$250KSame band
- Northwestern Mutual ORD LifeSpouse$100K–$250KSame band
- Northwestern Mutual ORD Life 2Self$100K–$250KSame band
- Northwestern Mutual ORD Life-Former EOLSpouse$100K–$250KNew
- Northwestern Mutual Whole LifeSelf$100K–$250KSame band
- Northwestern Mutual Whole Life 2Self$100K–$250KSame band
- NPSRXNuveen Preferred Securities Fund - Cl RSpouse$100K–$250KSame band
- R.W. Allen Construction Services, LLC, 15% InterestSpouse$100K–$250KNew
- RAWA Leasing EquipmentSelf$100K–$250KSame band
- XLFSPDR Select Sector Fund - FinancialSpouse$100K–$250KSame band
- XLKSPDR Select Sector Fund - TechnologySpouse$100K–$250KSame band
- XLKSPDR Select Sector Fund - TechnologySpouse$100K–$250KSame band
- SCHBSchwab U.S. Broad Market ETFSpouse$100K–$250K▼ $250K–$500K
- SCHBSchwab U.S. Broad Market ETFSpouse$100K–$250K▼ $250K–$500K
- Schwab US Dividend Equity ETFSelf$100K–$250KNew
- SCHDSchwab US Dividend Equity ETFSpouse$100K–$250KSame band
- The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.9 (SCHW$D)Spouse$100K–$250KSame band
- XLCThe Communication Services Select Sector SPDR FundSpouse$100K–$250KSame band
- US Treasury 3.75% 12/31/28 (91282CJR3)Spouse$100K–$250KSame band
- US Treasury 4.375% 12/15/26 (91282CJP7)Spouse$100K–$250KSame band
- US Treasury Bill 91282CHB0Self$100K–$250KNew
- WMTWalmart Inc.Spouse$100K–$250KSame band
- USMViShares MSCI USA Min Vol Factor ETFSelf$100K–$250K▲ $50K–$100K
- IBTIiShares iBonds Dec 2028 Term Treasury ETFSpouse$100K–$250K▲ $1K–$15K
- AWKAmerican Water Works Company, Inc.Spouse$50K–$100K▲ $15K–$50K
- AMPAmeriprise Financial, Inc.Spouse$50K–$100KSame band
- AMGNAmgen Inc.Spouse$50K–$100KSame band
- AMGNAmgen Inc.Spouse$50K–$100KSame band
- AZOAutoZone, Inc.Spouse$50K–$100K▲ $15K–$50K
- CTASCintas CorporationSpouse$50K–$100KSame band
- COSTCostco Wholesale CorporationSpouse$50K–$100K▼ $100K–$250K
- DOVDover CorporationSpouse$50K–$100KSame band
- GPNGlobal Payments Inc.Spouse$50K–$100KNew
- INTUIntuit Inc.Spouse$50K–$100KSame band
- INTUIntuit Inc.Spouse$50K–$100KSame band
- MARMarriott International - Class ASpouse$50K–$100KSame band
- MSFTMicrosoft CorporationSpouse$50K–$100K▼ $100K–$250K
- Northwestern Mutual Select 100Spouse$50K–$100KNew
- NPSRXNuveen Preferred Securities Fund - Cl RSpouse$50K–$100K▼ $100K–$250K
- PGProcter & Gamble CompanySpouse$50K–$100KSame band
- XLVSPDR Select Sector Fund - Health CareSpouse$50K–$100KSame band
- SNSXXSchwab U.S. Treasury Money Fund Investor SharesSpouse$50K–$100K▼ $100K–$250K
- SNSXXSchwab U.S. Treasury Money Fund Investor SharesSelf$50K–$100K▲ $15K–$50K
- SHWSherwin-Williams CompanySpouse$50K–$100KSame band
- US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4)Self$50K–$100KNew
- US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7Spouse$50K–$100KNew
- US Treasury Bill 912797PD3Self$50K–$100KNew
- US Treasury Bill 912797PV3Self$50K–$100KNew
- US Treasury Bill 91282CKE0Self$50K–$100KNew
- US Treasury Bill 91282CLP4 3.5% Due 9/30/26Self$50K–$100KNew
- USMViShares MSCI USA Min Vol Factor ETFSpouse$50K–$100KSame band
- QUALiShares MSCI USA Quality Factor ETFSelf$50K–$100KNew
- ABTAbbott LaboratoriesSpouse$15K–$50KSame band
- ABTAbbott LaboratoriesSpouse$15K–$50KSame band
- ACNAccenture plc Class A Ordinary SharesSpouse$15K–$50K▼ $50K–$100K
- AMZNAmazon.com, Inc.Spouse$15K–$50K▼ $100K–$250K
- ATOAtmos Energy CorporationSpouse$15K–$50KNew
- AZOAutoZone, Inc.Spouse$15K–$50KSame band
- BACBank of America CorporationSpouse$15K–$50KNew
- CASH ACCOUNTSSpouse$15K–$50KSame band
- SCHWCharles Schwab CorporationSpouse$15K–$50KNew
- CTASCintas CorporationSpouse$15K–$50K▼ $50K–$100K
- DEDeere & CompanySpouse$15K–$50KSame band
- DABSDoubleLine Asset-Backed Securities ETFSelf$15K–$50KNew
- DOVDover CorporationSpouse$15K–$50K▼ $50K–$100K
- FERGFerguson Enterprises Inc.Spouse$15K–$50KNew
- GSIEGoldman Sachs ActiveBeta International Equity ETFSpouse$15K–$50KNew
- GSIEGoldman Sachs ActiveBeta International Equity ETFSpouse$15K–$50KNew
- GSIEGoldman Sachs ActiveBeta International Equity ETFSelf$15K–$50KNew
- GSIEGoldman Sachs ActiveBeta International Equity ETFSpouse$15K–$50KNew
- HDHome Depot, Inc.Spouse$15K–$50KSame band
- HDHome Depot, Inc.Spouse$15K–$50KSame band
- Northwestern Mutual ORD Life 3Self$15K–$50K▼ $100K–$250K
- Northwestern Mutual ORD Life 4Self$15K–$50K▼ $100K–$250K
- NPSRXNuveen Preferred Securities Fund - Cl RSelf$15K–$50KSame band
- NPSRXNuveen Preferred Securities Fund - Cl RSelf$15K–$50KSame band
- PAYXPaychex, Inc.Spouse$15K–$50KSame band
- ROLRollins, Inc.Spouse$15K–$50KSame band
- XLYSPDR Select Sector Fund - Consumer DiscretionarySpouse$15K–$50KSame band
- XLYSPDR Select Sector Fund - Consumer DiscretionarySelf$15K–$50KSame band
- XLFSPDR Select Sector Fund - FinancialSelf$15K–$50KSame band
- XLVSPDR Select Sector Fund - Health CareSelf$15K–$50KSame band
- XLVSPDR Select Sector Fund - Health CareSpouse$15K–$50K▼ $50K–$100K
- SCHBSchwab U.S. Broad Market ETFSpouse$15K–$50K▼ $250K–$500K
- SNSXXSchwab U.S. Treasury Money Fund Investor SharesSpouse$15K–$50K▼ $100K–$250K
- SNSXXSchwab U.S. Treasury Money Fund Investor SharesSelf$15K–$50KSame band
- SNSXXSchwab U.S. Treasury Money Fund Investor SharesSpouse$15K–$50K▼ $100K–$250K
- SCHDSchwab US Dividend Equity ETFSpouse$15K–$50K▼ $100K–$250K
- SCHDSchwab US Dividend Equity ETFSpouse$15K–$50K▼ $100K–$250K
- Schwab US Dividend Equity ETFSpouse$15K–$50KNew
- South State BankSelf$15K–$50KSame band
- XLCThe Communication Services Select Sector SPDR FundSelf$15K–$50KSame band
- XLCThe Communication Services Select Sector SPDR FundSpouse$15K–$50K▼ $100K–$250K
- WMTWalmart Inc.Spouse$15K–$50K▼ $100K–$250K
- WMWaste Management, Inc.Self$15K–$50KSame band
- USMViShares MSCI USA Min Vol Factor ETFSpouse$15K–$50K▼ $50K–$100K
- QUALiShares MSCI USA Quality Factor ETFSpouse$15K–$50KSame band
- QUALiShares MSCI USA Quality Factor ETFSpouse$15K–$50KSame band
- IBTGiShares iBonds Dec 2026 Term Treasury ETFSpouse$15K–$50KSame band
- IBTGiShares iBonds Dec 2026 Term Treasury ETFSpouse$15K–$50KSame band
- IBTGiShares iBonds Dec 2026 Term Treasury ETFSelf$15K–$50KSame band
- IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse$15K–$50KSame band
- IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse$15K–$50KSame band
- IBTHiShares iBonds Dec 2027 Term Treasury ETFSelf$15K–$50KSame band
- IBTHiShares iBonds Dec 2027 Term Treasury ETFSpouse$15K–$50KSame band
- IBTIiShares iBonds Dec 2028 Term Treasury ETFSpouse$15K–$50K▲ $1K–$15K
- IBTIiShares iBonds Dec 2028 Term Treasury ETFSelf$15K–$50KSame band
- IBTIiShares iBonds Dec 2028 Term Treasury ETFSpouse$15K–$50K▲ $1K–$15K
- IBTJiShares iBonds Dec 2029 Term Treasury ETFSpouse$15K–$50KNew
- IBTJiShares iBonds Dec 2029 Term Treasury ETFSpouse$15K–$50KNew
- IBTJiShares iBonds Dec 2029 Term Treasury ETFSelf$15K–$50KNew
- IBTJiShares iBonds Dec 2029 Term Treasury ETFSpouse$15K–$50KNew
- CASH ACCOUNTSSpouse$1K–$15K▼ $15K–$50K
- CASH ACCOUNTSSpouse$1K–$15K▼ $15K–$50K
- CASH ACCOUNTSSelf$1K–$15KSame band
- CASH ACCOUNTSSpouse$1K–$15K▼ $15K–$50K
- CASH ACCOUNTSSelf$1K–$15KSame band
- CHDChurch & Dwight Company, Inc.Spouse$1K–$15K▼ $15K–$50K
- DABSDoubleLine Asset-Backed Securities ETFSpouse$1K–$15KNew
- DABSDoubleLine Asset-Backed Securities ETFSpouse$1K–$15KNew
- DABSDoubleLine Asset-Backed Securities ETFSelf$1K–$15KNew
- NPSRXNuveen Preferred Securities Fund - Cl RSpouse$1K–$15K▼ $100K–$250K
- NPSRXNuveen Preferred Securities Fund - Cl RSpouse$1K–$15K▼ $100K–$250K
- XLYSPDR Select Sector Fund - Consumer DiscretionarySpouse$1K–$15K▼ $15K–$50K
- XLPSPDR Select Sector Fund - Consumer StaplesSpouse$1K–$15KSame band
- XLPSPDR Select Sector Fund - Consumer StaplesSpouse$1K–$15KSame band
- XLPSPDR Select Sector Fund - Consumer StaplesSelf$1K–$15KSame band
- XLFSPDR Select Sector Fund - FinancialSpouse$1K–$15K▼ $100K–$250K
- XLFSPDR Select Sector Fund - FinancialSpouse$1K–$15K▼ $100K–$250K
- XLVSPDR Select Sector Fund - Health CareSpouse$1K–$15K▼ $50K–$100K
- XLVSPDR Select Sector Fund - Health CareSpouse$1K–$15K▼ $50K–$100K
- SNSXXSchwab U.S. Treasury Money Fund Investor SharesSpouse$1K–$15K▼ $100K–$250K
- XLCThe Communication Services Select Sector SPDR FundSpouse$1K–$15K▼ $100K–$250K
- XLCThe Communication Services Select Sector SPDR FundSpouse$1K–$15K▼ $100K–$250K
- IBTIiShares iBonds Dec 2028 Term Treasury ETFSpouse$1K–$15KSame band
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- Northwestern Mutual Comp Life $250K–$500K
- SCHB Schwab U.S. Broad Market ETF $250K–$500K
- US Treasury Bill (912797JR9) $250K–$500K
- Champions Retreat Cottage, LLC, 20% Interest $100K–$250K
- SCHD Schwab US Dividend Equity ETF $100K–$250K
- UBS BANK USA 4.85% CD FDIC INS DUE 05/27/25 (... $100K–$250K
- Stellar Bank 5.15% Due 1/22/25 (85855TDF7) $50K–$100K
- TMO Thermo Fisher Scientific Inc $50K–$100K
- US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1) $50K–$100K
- Morley Principal Stable Value Fund Class Z (0... $15K–$50K
- SOUTHPOINT BANK 5.4% CD FDIC INS DUE 09/19/25... $15K–$50K
- SCHY Schwab International Dividend Equity ETF $15K–$50K
- SCHY Schwab International Dividend Equity ETF $15K–$50K
- SCHY Schwab International Dividend Equity ETF $15K–$50K
- US Treasury Bill (912797KJ5) $15K–$50K
- US Treasury Bill DUE 09/15/25 (91282CFK2) $15K–$50K
- IBTF iShares iBonds Dec 2025 Term Treasury ETF $15K–$50K
- IBTF iShares iBonds Dec 2025 Term Treasury ETF $15K–$50K
- SCHY Schwab International Dividend Equity ETF $1K–$15K
- SCHM Schwab U.S. Mid Cap ETF $1K–$15K
Source filings
Every report we read for this page · newest first
- Sep 22, 2026 Periodic transaction report 3 trades View original
- Aug 18, 2026 Periodic transaction report 3 trades View original
- Aug 11, 2026 2025 annual report 158 assets View original
- Jul 15, 2026 Periodic transaction report 1 trade View original
- Jun 16, 2026 Periodic transaction report 4 trades View original
- Jun 5, 2026 Periodic transaction report 7 trades View original
- May 4, 2026 Periodic transaction report 1 trade View original
- Mar 11, 2026 Periodic transaction report 5 trades View original
- Feb 17, 2026 Periodic transaction report 4 trades View original
- Jan 15, 2026 Periodic transaction report 2 trades View original
- Dec 9, 2025 Periodic transaction report 1 trade View original
- Nov 13, 2025 Periodic transaction report 2 trades View original
- Oct 7, 2025 Periodic transaction report 1 trade View original
- Sep 12, 2025 Periodic transaction report 3 trades View original
- Aug 11, 2025 Periodic transaction report 3 trades View original
- Aug 11, 2025 2024 annual report 155 assets View original
- Jul 15, 2025 Periodic transaction report 1 trade View original
- Jun 18, 2025 Periodic transaction report 3 trades View original
- May 15, 2025 Periodic transaction report 4 trades View original
- Mar 12, 2025 Periodic transaction report 1 trade View original
- Feb 20, 2025 Periodic transaction report 5 trades View original
- Jan 16, 2025 Periodic transaction report 4 trades View original
- Nov 14, 2024 Periodic transaction report 1 trade View original
- Oct 18, 2024 Periodic transaction report 2 trades View original
- Sep 20, 2024 Periodic transaction report 2 trades View original
- Aug 13, 2024 2023 annual report 129 assets View original
- Aug 8, 2024 Periodic transaction report 2 trades View original
- Jul 10, 2024 Periodic transaction report 3 trades View original
- Jun 21, 2024 Periodic transaction report 2 trades View original
- May 14, 2024 Periodic transaction report 3 trades View original
- Feb 16, 2024 Periodic transaction report 3 trades View original
- Jan 11, 2024 Periodic transaction report 4 trades View original
- Dec 19, 2023 Periodic transaction report 3 trades View original
- Nov 16, 2023 Periodic transaction report 4 trades View original
- Oct 5, 2023 Periodic transaction report 2 trades View original
From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.