Richard W. AllenFiling

Annual Report | Filed on 11 Aug 2025

This congressional financial disclosure from Richard W. Allen (annual report) contains 100 stock trades. It was filed on 11 August 2025. Reported tickers include XLU, SCHM, QUAL, IBTH, SCHA, and 24 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Richard W. Allen

Filing Type

Annual Report

Filed Date

11 Aug 2025

View Original Filing (PDF)

Transactions

100 transactions


CONT IRA ⇒ iShares iBonds... IBTH	P	20 Dec 2024	$15,001 - $50,000	-
IRA ⇒ iShares iBonds Dec ... IBTI	P	20 Dec 2024	$15,001 - $50,000	-
CONT IRA ⇒ iShares iBonds... IBTI	P	20 Dec 2024	$1,001 - $15,000	-
IRA ⇒ iShares iBonds Dec ... IBTH	P	20 Dec 2024	$15,001 - $50,000	-
R.W. Allen & Associates, ... ROL	P	12 Dec 2024	$15,001 - $50,000	-
SCH1 ⇒ US TREASURY NOTE 4...	P	3 Dec 2024	$50,001 - $100,000	-
R.W. Allen & Associates, ...	P	3 Dec 2024	$100,001 - $250,000	-
SCH1 ⇒ US TREASURY BILL D...	P	3 Dec 2024	$15,001 - $50,000	-
INIRA ⇒ iShares iBonds De... IBTG	P	18 Nov 2024	$1,001 - $15,000	-
CONT IRA ⇒ Schwab US Divi... SCHD	P	18 Nov 2024	$1,001 - $15,000	-
INIRA ⇒ iShares iBonds De... IBTG	P	21 Oct 2024	$1,001 - $15,000	-
INIRA ⇒ iShares iBonds De... IBTH	P	21 Oct 2024	$15,001 - $50,000	-
CONT IRA ⇒ iShares iBonds... IBTH	P	15 Oct 2024	$1,001 - $15,000	-
SCH1 ⇒ Nuveen Preferred S... NPSRX	P	15 Oct 2024	$1,001 - $15,000	-
R.W. Allen & Associates, ...	P	9 Oct 2024	$100,001 - $250,000	-
SCH1 ⇒ US Treasury Bill 9...	S	13 Sept 2024	$100,001 - $250,000	-
R.W. Allen & Associates, ... SCHW	S	12 Sept 2024	$15,001 - $50,000	-
IRA ⇒ iShares iBonds Dec ... IBTH	P	12 Sept 2024	$1,001 - $15,000	-
IRA ⇒ Schwab US Dividend ... SCHD	S (partial)	12 Sept 2024	$1,001 - $15,000	-
SCH1 ⇒ US Treasury Bill 9...	S (partial)	26 Aug 2024	$50,001 - $100,000	-
LIVTR ⇒ Deere & Company C... DE	S	14 Aug 2024	$1,001 - $15,000	-
CONT IRA ⇒ Schwab U.S. Br... SCHB	P	16 Jul 2024	$1,001 - $15,000	-
LIVTR ⇒ Johnson & Johnson... JNJ	S	16 Jul 2024	$15,001 - $50,000	-
LIVTR ⇒ AutoZone, Inc. Co... AZO	P	16 Jul 2024	$15,001 - $50,000	-
R.W. Allen & Associates, ... XLF	P	16 Jul 2024	$15,001 - $50,000	-
SCH1 ⇒ US Treasury Bill 9...	P	25 Jun 2024	$250,001 - $500,000	-
SCH1 ⇒ US Treasury Bill 9...	P	25 Jun 2024	$250,001 - $500,000	-
R.W. Allen & Associates, ... JNJ	S	13 Jun 2024	$15,001 - $50,000	-
R.W. Allen & Associates, ... SCHM	S	20 May 2024	$15,001 - $50,000	-
R.W. Allen & Associates, ... SCHA	S	20 May 2024	$15,001 - $50,000	-
CONT IRA ⇒ SPDR Select Se... XLY	P	20 May 2024	$1,001 - $15,000	-
R.W. Allen & Associates, ... XLK	P	20 May 2024	$50,001 - $100,000	-
R.W. Allen & Associates, ... CTAS	P	20 May 2024	$1,001 - $15,000	-
R.W. Allen & Associates, ... SBUX	S	20 May 2024	$15,001 - $50,000	-
CONT IRA ⇒ iShares iBonds... IBTE	P	16 May 2024	$15,001 - $50,000	-
CONT IRA ⇒ iShares iBonds... IBTF	P	7 May 2024	$1,001 - $15,000	-
LIVTR ⇒ US Treasury Bill ...	P	23 Apr 2024	$15,001 - $50,000	-
IRA ⇒ iShares MSCI USA Qu... QUAL	P	10 Apr 2024	$50,001 - $100,000	-
CONT IRA ⇒ SPDR Select Se... XLV	P	10 Apr 2024	$1,001 - $15,000	-
IRA ⇒ SPDR Select Sector ... XLV	P	10 Apr 2024	$15,001 - $50,000	-
CONT IRA ⇒ iShares MSCI U... QUAL	P	10 Apr 2024	$15,001 - $50,000	-
INIRA ⇒ iShares MSCI USA ... QUAL	P	10 Apr 2024	$15,001 - $50,000	-
CONT IRA ⇒ SPDR Select Se... XLY	P	10 Apr 2024	$1,001 - $15,000	-
INIRA ⇒ Schwab U.S. Mid C... SCHM	S	10 Apr 2024	$15,001 - $50,000	-
CONT IRA ⇒ iShares MSCI U... USMV	P	10 Apr 2024	$15,001 - $50,000	-
INIRA ⇒ Schwab US Dividen... SCHD	S (partial)	10 Apr 2024	$50,001 - $100,000	-
IRA ⇒ The Communication S... XLC	P	10 Apr 2024	$15,001 - $50,000	-
IRA ⇒ Schwab Internationa... SCHY	P	10 Apr 2024	$15,001 - $50,000	-
INIRA ⇒ iShares MSCI USA ... USMV	P	10 Apr 2024	$15,001 - $50,000	-
CONT IRA ⇒ Schwab U.S. Mi... SCHM	S	10 Apr 2024	$15,001 - $50,000	-
IRA ⇒ SPDR Select Sector ... XLY	P	10 Apr 2024	$15,001 - $50,000	-
IRA ⇒ iShares MSCI USA Mi... USMV	P	10 Apr 2024	$50,001 - $100,000	-
INIRA ⇒ Schwab Internatio... SCHY	P	10 Apr 2024	$15,001 - $50,000	-
CONT IRA ⇒ Schwab US Divi... SCHD	S (partial)	10 Apr 2024	$50,001 - $100,000	-
CONT IRA ⇒ SPDR Select Se... XLF	P	10 Apr 2024	$1,001 - $15,000	-
IRA ⇒ SPDR Select Sector ... XLF	P	10 Apr 2024	$15,001 - $50,000	-
INIRA ⇒ The Communication... XLC	P	10 Apr 2024	$1,001 - $15,000	-
LIVTR ⇒ Nuveen Preferred ... NPSRX	P	10 Apr 2024	$15,001 - $50,000	-
INIRA ⇒ Schwab U.S. Broad... SCHB	S (partial)	10 Apr 2024	$15,001 - $50,000	-
CONT IRA ⇒ SPDR Select Se... XLP	S (partial)	10 Apr 2024	$1,001 - $15,000	-
INIRA ⇒ SPDR Select Secto... XLP	S (partial)	10 Apr 2024	$1,001 - $15,000	-
IRA ⇒ SPDR Select Sector ... XLV	P	10 Apr 2024	$15,001 - $50,000	-
INIRA ⇒ SPDR Select Secto... XLF	P	10 Apr 2024	$1,001 - $15,000	-
INIRA ⇒ SPDR Select Secto... XLY	P	10 Apr 2024	$1,001 - $15,000	-
INIRA ⇒ SPDR Select Secto... XLV	P	10 Apr 2024	$1,001 - $15,000	-
IRA ⇒ Schwab U.S. Mid Cap... SCHM	S	10 Apr 2024	$50,001 - $100,000	-
IRA ⇒ Schwab US Dividend ... SCHD	S (partial)	10 Apr 2024	$15,001 - $50,000	-
CONT IRA ⇒ Schwab U.S. Br... SCHB	S (partial)	10 Apr 2024	$15,001 - $50,000	-
IRA ⇒ SPDR Select Sector ... XLP	S (partial)	10 Apr 2024	$15,001 - $50,000	-
IRA ⇒ Schwab U.S. Broad M... SCHB	S (partial)	10 Apr 2024	$100,001 - $250,000	-
CONT IRA ⇒ The Communicat... XLC	P	10 Apr 2024	$1,001 - $15,000	-
LIVTR ⇒ Schwab U.S. Small... SCHA	S	9 Apr 2024	$1,001 - $15,000	-
R.W. Allen & Associates, ... AMP	P	9 Apr 2024	$50,001 - $100,000	-
R.W. Allen & Associates, ... XLC	P	9 Apr 2024	$100,001 - $250,000	-
LIVTR ⇒ Schwab U.S. Mid C... SCHM	S	9 Apr 2024	$15,001 - $50,000	-
CONT IRA ⇒ iShares iBonds... IBTF	P	2 Apr 2024	$1,001 - $15,000	-
CONT IRA ⇒ iShares iBonds... IBTG	P	2 Apr 2024	$15,001 - $50,000	-
SCH1 ⇒ US Treasury Bill D...	P	2 Apr 2024	$1,001 - $15,000	-
IRA ⇒ iShares iBonds Dec ... IBTG	P	2 Apr 2024	$15,001 - $50,000	-
IRA ⇒ SPDR Select Sector ... XLU	S	7 Mar 2024	$15,001 - $50,000	-
IRA ⇒ iShares iBonds Dec ... IBTE	P	7 Mar 2024	$50,001 - $100,000	-
IRA ⇒ Schwab U.S. Small-C... SCHA	S	7 Mar 2024	$15,001 - $50,000	-
CONT IRA ⇒ Schwab Interna... SCHY	P	7 Mar 2024	$1,001 - $15,000	-
INIRA ⇒ SPDR Select Secto... XLU	S	4 Mar 2024	$15,001 - $50,000	-
INIRA ⇒ Schwab U.S. Small... SCHA	S	4 Mar 2024	$15,001 - $50,000	-
INIRA ⇒ iShares iBonds De... IBTG	P	7 Feb 2024	$1,001 - $15,000	-
CONT IRA ⇒ Schwab Interna... SCHY	P	24 Jan 2024	$1,001 - $15,000	-
CONT IRA ⇒ SPDR Select Se... XLP	P	24 Jan 2024	$1,001 - $15,000	-
CONT IRA ⇒ Schwab U.S. Mi... SCHM	P	19 Jan 2024	$15,001 - $50,000	-
LIVTR ⇒ Nuveen Preferred ... NPSRX	P	19 Jan 2024	$15,001 - $50,000	-
SCH1 ⇒ Nuveen Preferred S... NPSRX	P	19 Jan 2024	$1,001 - $15,000	-
R.W. Allen & Associates, ... XLF	P	19 Jan 2024	$50,001 - $100,000	-
R.W. Allen & Associates, ... XLK	P	19 Jan 2024	$50,001 - $100,000	-
R.W. Allen & Associates, ... BLK	S	17 Jan 2024	$50,001 - $100,000	-
SCH1 ⇒ US Treasury Bill 9...	S	11 Jan 2024	$50,001 - $100,000	-
SCH1 ⇒ US Treasury Bill 9...	S	11 Jan 2024	$15,001 - $50,000	-
CONT IRA ⇒ Schwab U.S. Br... SCHB	P	8 Jan 2024	$15,001 - $50,000	-
INIRA ⇒ iShares iBonds De... IBTF	P	3 Jan 2024	$15,001 - $50,000	-
CONT IRA ⇒ Schwab US Divi... SCHD	P	2 Jan 2024	$15,001 - $50,000	-
401k Account ⇒ Morley Pri...	P	Unknown	$1,001 - $15,000	This fund is not found in database.