Rick W. AllenDéclaration

Annual Report | Déposée le 12 Aug 2023

Cette déclaration financière du Congrès déposée par Rick W. Allen (annual report) contient 59 transactions boursières. Elle a été déposée le 12 août 2023. Les titres déclarés incluent SCHM, SCHB, SCHD, SCHA, XLU et 13 autres. En vertu du STOCK Act, les membres du Congrès sont tenus de divulguer leurs transactions sur titres sous 45 jours.

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Nom du politicien

Rick W. Allen

Type de déclaration

Annual Report

Date de dépôt

12 Aug 2023

Voir la déclaration originale (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	-