Rick W. Allen

R-GAHouse · District 12Wikipedia ↗

Portfolio Range

—

# Trades

20

# Tickers

14

Latest Filing

Jul 16 '26

Monthly Trade Value · Last 12 Months

 BUYS SALES

Portfolio Structure (Estimated)

FERG33.5%

ATO33.5%

TSM16.5%

AXP8.2%

KMI8.2%

Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.

All Disclosed Trades · 20 total

Ticker	Asset	Type	Transaction	Amount Range	Est. Return	Owner	Trade Date	PTR Filing
INTU	Intuit Inc	Stock	Sale	$15.0K–$50K	+4.3%	Spouse	Jun 10 '26	Jul 16 '26
TSM	Taiwan Semiconductor Manufacturing Co Ltd	Stock	Buy	$1.0K–$15K	-2.0%	Spouse	May 08 '26	Jun 17 '26
AXP	American Express Co	Stock	Buy	$1.0K–$15K	+3.2%	Spouse	May 08 '26	Jun 17 '26
ACN	Accenture PLC	Stock	Sale	$15.0K–$50K	-18.5%	Spouse	May 08 '26	Jun 17 '26
SPGI	S&P Global Inc	Stock	Sale	$15.0K–$50K	-2.4%	Spouse	Apr 16 '26	Jun 08 '26
INTU	Intuit Inc	Stock	Sale	$15.0K–$50K	-23.5%	Spouse	Apr 16 '26	Jun 08 '26
PG	The Procter & Gamble Co	Stock	Sale	$15.0K–$50K	+3.0%	Spouse	Apr 16 '26	Jun 08 '26
ABT	Abbott Laboratories	Stock	Sale	$15.0K–$50K	+8.0%	Spouse	Apr 16 '26	Jun 08 '26
AMP	Ameriprise Financial Inc	Stock	Sale	$50.0K–$100K	+13.0%	Spouse	Apr 15 '26	Jun 08 '26
KMI	Kinder Morgan, Inc. Common Stock	Stock	Buy	$1.0K–$15K	+1.0%	Spouse	Feb 19 '26	Mar 11 '26
INTU	Intuit Inc. - Common Stock	Stock	Sale	$1.0K–$15K	-22.3%	Spouse	Feb 19 '26	Mar 11 '26
TSM	Taiwan Semiconductor Manufacturing Company Ltd.	Stock	Buy	$1.0K–$15K	+11.9%	Spouse	Feb 19 '26	Mar 11 '26
INTU	Intuit Inc. - Common Stock	Stock	Sale	$15.0K–$50K	-23.9%	Spouse	Feb 18 '26	Mar 11 '26
SPGI	S&P Global Inc. Common Stock	Stock	Buy	$15.0K–$50K	-21.8%	Spouse	Jan 14 '26	Feb 17 '26
PAYX	Paychex, Inc. - Common Stock	Stock	Sale	$15.0K–$50K	+3.0%	Spouse	Jan 14 '26	Feb 17 '26
AWK	American Water Works Company, Inc. Common Stock	Stock	Sale	$50.0K–$100K	+1.7%	Spouse	Jan 14 '26	Feb 17 '26
FERG	Ferguson PLC	Stock	Buy	$15.0K–$50K	+2.7%	Spouse	Dec 12 '25	Jan 16 '26
NFLX	Netflix Inc	Stock	Sale	$1.0K–$15K	-26.4%	Spouse	Dec 12 '25	Jan 16 '26
ACN	Accenture PLC	Stock	Sale	$1.0K–$15K	-42.6%	Spouse	Aug 19 '25	Sep 15 '25
ATO	Atmos Energy Corp	Stock	Buy	$15.0K–$50K	+8.1%	Spouse	Aug 19 '25	Sep 15 '25