Rick W. AllenFiling

Annual Report | Filed on 12 Aug 2023

This congressional financial disclosure from Rick W. Allen (annual report) contains 59 stock trades. It was filed on 12 August 2023. Reported tickers include SCHM, SCHB, SCHD, SCHA, XLU, and 13 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Rick W. Allen

Filing Type

Annual Report

Filed Date

12 Aug 2023

View Original Filing (PDF)

Transactions

59 transactions


R.W. Allen & Associates, ...	P	23 Dec 2022	$100,001 - $250,000	-
INIRA ⇒ US TREASURY BILL ...	P	8 Dec 2022	$15,001 - $50,000	-
LIVTR ⇒ Schwab U.S. Broad... SCHB	S	8 Dec 2022	$1,001 - $15,000	-
R.W. Allen & Associates, ... SCHM	S	8 Dec 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... SCHB	S (partial)	8 Dec 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... SCHA	S (partial)	8 Dec 2022	$1,001 - $15,000	-
LIVTR ⇒ Schwab U.S. Small... SCHA	S (partial)	8 Dec 2022	$1,001 - $15,000	-
R.W. Allen & Associates, ...	P	7 Oct 2022	$100,001 - $250,000	-
INIRA ⇒ US TREASURY BILL ...	P	7 Oct 2022	$15,001 - $50,000	-
LIVTR ⇒ US TREASURY BILL ...	P	7 Oct 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ...	P	19 Sept 2022	$100,001 - $250,000	-
IRA ⇒ US Treasury Bill Du...	P	16 Sept 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ...	P	16 Sept 2022	$100,001 - $250,000	-
LIVTR ⇒ US TREASURY BILL ...	P	19 Aug 2022	$15,001 - $50,000	-
LIVTR ⇒ Schwab U.S. Small... SCHA	P	19 Aug 2022	$1,001 - $15,000	-
INIRA ⇒ Schwab U.S. Small... SCHA	P	19 Aug 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... CB	P	18 Aug 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ...	P	18 Aug 2022	$100,001 - $250,000	-
R.W. Allen & Associates, ... SCHM	P	18 Aug 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... AMGN	P	18 Aug 2022	$15,001 - $50,000	-
IRA ⇒ Schwab U.S. Small-C... SCHA	P	16 Aug 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... SCHF	S (partial)	16 Aug 2022	$1,001 - $15,000	-
R.W. Allen & Associates, ... DIS	S	11 Aug 2022	$15,001 - $50,000	-
CONT IRA ⇒ Schwab U.S. Mi... SCHM	P	10 Aug 2022	$1,001 - $15,000	Note: Asset value less than $1k therefore not in Schedule A
INIRA ⇒ SPDR Select Secto... XLU	P	3 Aug 2022	$15,001 - $50,000	-
IRA ⇒ SPDR Select Sector ... XLU	P	3 Aug 2022	$15,001 - $50,000	-
CONT IRA ⇒ Schwab U.S. Br... SCHB	P	14 Jul 2022	$1,001 - $15,000	-
IRA ⇒ Schwab US Dividend ... SCHD	P	14 Jul 2022	$1,001 - $15,000	-
INIRA ⇒ Schwab U.S. Mid C... SCHM	S (partial)	11 Jul 2022	$1,001 - $15,000	-
INIRA ⇒ Schwab US Dividen... SCHD	S (partial)	8 Jul 2022	$50,001 - $100,000	-
IRA ⇒ SPDR Select Sector ... XLP	P	8 Jul 2022	$15,001 - $50,000	-
CONT IRA ⇒ Schwab US Divi... SCHD	S (partial)	8 Jul 2022	$1,001 - $15,000	-
INIRA ⇒ SPDR Select Secto... XLP	P	8 Jul 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ...	P	23 May 2022	$100,001 - $250,000	-
IRA ⇒ US Treasury Note 2....	P	10 May 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ...	P	10 May 2022	$100,001 - $250,000	-
R.W. Allen & Associates, ... SSB	S (partial)	5 May 2022	$50,001 - $100,000	-
R.W. Allen & Associates, ... SSB	S (partial)	4 Apr 2022	$50,001 - $100,000	-
IRA ⇒ US TREASURY BILL DU...	P	25 Mar 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ...	P	21 Mar 2022	$100,001 - $250,000	-
R.W. Allen & Associates, ... DIS	P	14 Mar 2022	$15,001 - $50,000	-
CONT IRA ⇒ Schwab US Divi... SCHD	P	10 Mar 2022	$1,001 - $15,000	-
R.W. Allen & Associates, ... TMO	P	10 Mar 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... PSDTX	S	8 Mar 2022	$250,001 - $500,000	-
IRA ⇒ PUTNAM ULTRA SHORT ... PSDTX	S	8 Mar 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... SSB	S (partial)	16 Feb 2022	$50,001 - $100,000	-
IRA ⇒ Activision Blizzard... ATVI	P	10 Feb 2022	$1,001 - $15,000	-
INIRA ⇒ Activision Blizza... ATVI	P	10 Feb 2022	$1,001 - $15,000	-
R.W. Allen & Associates, ... DIS	S (partial)	10 Feb 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... SSB	S (partial)	9 Feb 2022	$50,001 - $100,000	-
CONT IRA ⇒ COLUMBIA LARGE... NFEAX	S	4 Feb 2022	$1,001 - $15,000	-
R.W. Allen & Associates, ... IGSB	S	3 Feb 2022	$100,001 - $250,000	-
IRA ⇒ iShares 1-5 Year In... IGSB	S	2 Feb 2022	$15,001 - $50,000	-
LIVTR ⇒ Starbucks Corpora... SBUX	S	25 Jan 2022	$1,001 - $15,000	-
LIVTR ⇒ PUTNAM ULTRA SHOR... PSDTX	S	25 Jan 2022	$50,001 - $100,000	-
LIVTR ⇒ Walt Disney Compa... DIS	S	25 Jan 2022	$1,001 - $15,000	-
R.W. Allen & Associates, ... SSB	S (partial)	18 Jan 2022	$50,001 - $100,000	-
R.W. Allen & Associates, ... WM	P	13 Jan 2022	$15,001 - $50,000	-
R.W. Allen & Associates, ... SSB	S (partial)	13 Jan 2022	$50,001 - $100,000	-