Richard W. Allen
Trades
42
20 buy / 22 sell
Buy Win Rate
69%
13 buy trades scored
Avg. Buy Return
+13.4%
Dollar-weighted avg
vs S&P 500
-9.4%
Same holding periods
Trading Performance
Based on 13 buys scored - low sample, interpret with caution
Avg. Buy Return+13.4%
S&P 500 (same periods)+22.8%
Alpha vs S&P 500-9.4%
Buy Win Rate69%
Sell Timing79%
Buy / Sell Trades11 / 12
Buy/Sell Ratio0.9x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
42 trades disclosed
US TreasuryBond
Type:
Buy
Date
Mar 24, 2026
INTU
Intuit Inc. - Common Stock
Type:
Sell
Date
Feb 19, 2026
KMI
Kinder Morgan, Inc. Common Stock
Type:
Buy
Date
Feb 19, 2026
TS
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
Type:
Buy
Date
Feb 19, 2026
INTU
Intuit Inc. - Common Stock
Type:
Sell
Date
Feb 18, 2026
AWK
American Water Works Company, Inc. Common Stock
Type:
Sell
Date
Jan 14, 2026
PAYX
Paychex, Inc. - Common Stock
Type:
Sell
Date
Jan 14, 2026
SPGI
S&P Global Inc. Common Stock
Type:
Sell
Date
Jan 14, 2026
FERG
Ferguson Enterprises Inc. Common Stock
Type:
Buy
Date
Dec 12, 2025
NFLX
Netflix, Inc. - Common Stock
Type:
Sell
Date
Dec 12, 2025
US TREASURBond
Type:
Buy
Date
Nov 14, 2025
CHD
Church & Dwight Company, Inc. Common Stock
Type:
Sell
Date
Oct 10, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Sep 12, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Aug 19, 2025
ATO
Atmos Energy Corporation Common Stock
Type:
Buy
Date
Aug 19, 2025
SCHW
Charles Schwab Corporation
Type:
Buy
Date
Jul 10, 2025
INTU
Intuit Inc. - Common Stock
Type:
Buy
Date
Jun 20, 2025
NFLX
Netflix, Inc. - Common Stock
Type:
Buy
Date
May 16, 2025
TMO
Thermo Fisher Scientific Inc Common Stock
Type:
Sell
Date
May 16, 2025
TMO
Thermo Fisher Scientific Inc Common Stock
Type:
Sell
Date
Apr 11, 2025
US Treasury Bill - Due
Type:
Buy
Date
Feb 26, 2025
AZO
AutoZone, Inc. Common Stock
Type:
Buy
Date
Jan 17, 2025
ROL
Rollins, Inc. Common Stock
Type:
Buy
Date
Dec 12, 2024
US Treasury Bill 91282CJR3 [GS
Type:
Buy
Date
Oct 9, 2024
US Treasury Bill 912797HP5 [GS
Type:
Sell
Date
Sep 13, 2024
SCHW
Charles Schwab Corporation
Type:
Sell
Date
Sep 12, 2024
US Treasury Bill 912797HP5 [GS
Type:
Sell
Date
Aug 26, 2024
DE
Deere & Company Common Stock
Type:
Sell
Date
Aug 14, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Jul 16, 2024
AZO
AutoZone, Inc. Common Stock
Type:
Buy
Date
Jul 16, 2024
US Treasury Bill 912797HP5 [GS
Type:
Buy
Date
Jun 25, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Jun 13, 2024
CTAS
Cintas Corporation - Common Stock
Type:
Buy
Date
May 20, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
May 20, 2024
US Treasury Bill DUE
Type:
Buy
Date
Apr 23, 2024
AMP
Ameriprise Financial, Inc. Common
Type:
Buy
Date
Apr 9, 2024
US Treasury Bill Due
Type:
Buy
Date
Apr 2, 2024
BLK
BlackRock, Inc. Common Stock
Type:
Sell
Date
Jan 17, 2024
US Treasury Bill 912797LL9 [GS
Type:
Sell
Date
Jan 11, 2024
ALB
Albemarle Corporation
Type:
Sell
Date
Dec 21, 2023
NEE
NextEra Energy, Inc.
Type:
Sell
Date
Dec 21, 2023
SCHW
Charles Schwab Corporation
Type:
Buy
Date
Dec 14, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Mar 24, 2026 | US TreasuryBond | Buy | $15k - $50k | +41dFiling |
| Feb 19, 2026 | INTU Intuit Inc. - Common Stock | Sell | $1k - $15k | +20dFiling |
| Feb 19, 2026 | KMI Kinder Morgan, Inc. Common Stock | Buy | $1k - $15k | +20dFiling |
| Feb 19, 2026 | TS TSM Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1k - $15k | +20dFiling |
| Feb 18, 2026 | INTU Intuit Inc. - Common Stock | Sell | $15k - $50k | +21dFiling |
| Jan 14, 2026 | AWK American Water Works Company, Inc. Common Stock | Sell | $50k - $100k | +34dFiling |
| Jan 14, 2026 | PAYX Paychex, Inc. - Common Stock | Sell | $15k - $50k | +34dFiling |
| Jan 14, 2026 | SPGI S&P Global Inc. Common Stock | Sell | $15k - $50k | +34dFiling |
| Dec 12, 2025 | FERG Ferguson Enterprises Inc. Common Stock | Buy | $15k - $50k | +34dFiling |
| Dec 12, 2025 | NFLX Netflix, Inc. - Common Stock | Sell | $1k - $15k | +34dFiling |
| Nov 14, 2025 | US TREASURBond | Buy | $50k - $100k | +25dFiling |
| Oct 10, 2025 | CHD Church & Dwight Company, Inc. Common Stock | Sell | $15k - $50k | +34dFiling |
| Sep 12, 2025 | ACN Accenture plc Class A Ordinary Shares | Sell | $1k - $15k | +25dFiling |
| Aug 19, 2025 | ACN Accenture plc Class A Ordinary Shares | Sell | $1k - $15k | +24dFiling |
| Aug 19, 2025 | ATO Atmos Energy Corporation Common Stock | Buy | $15k - $50k | +24dFiling |
| Jul 10, 2025 | SCHW Charles Schwab Corporation | Buy | $15k - $50k | +32dFiling |
| Jun 20, 2025 | INTU Intuit Inc. - Common Stock | Buy | $1k - $15k | +25dFiling |
| May 16, 2025 | NFLX Netflix, Inc. - Common Stock | Buy | $15k - $50k | +33dFiling |
| May 16, 2025 | TMO Thermo Fisher Scientific Inc Common Stock | Sell | $15k - $50k | +33dFiling |
| Apr 11, 2025 | TMO Thermo Fisher Scientific Inc Common Stock | Sell | $15k - $50k | +34dFiling |
| Feb 26, 2025 | US Treasury Bill - Due | Buy | $50k - $100k | +14dFiling |
| Jan 17, 2025 | AZO AutoZone, Inc. Common Stock | Buy | $15k - $50k | +34dFiling |
| Dec 12, 2024 | ROL Rollins, Inc. Common Stock | Buy | $15k - $50k | +35dFiling |
| Oct 9, 2024 | US Treasury Bill 91282CJR3 [GS | Buy | $100k - $250k | +36dFiling |
| Sep 13, 2024 | US Treasury Bill 912797HP5 [GS | Sell | $100k - $250k | +35dFiling |
| Sep 12, 2024 | SCHW Charles Schwab Corporation | Sell | $15k - $50k | +36dFiling |
| Aug 26, 2024 | US Treasury Bill 912797HP5 [GS | Sell | $50k - $100k | +25dFiling |
| Aug 14, 2024 | DE Deere & Company Common Stock | Sell | $1k - $15k | +37dFiling |
| Jul 16, 2024 | JNJ Johnson & Johnson Common Stock | Sell | $15k - $50k | +23dFiling |
| Jul 16, 2024 | AZO AutoZone, Inc. Common Stock | Buy | $15k - $50k | +23dFiling |
| Jun 25, 2024 | US Treasury Bill 912797HP5 [GS | Buy | $250k - $500k | +15dFiling |
| Jun 13, 2024 | JNJ Johnson & Johnson Common Stock | Sell | $15k - $50k | +27dFiling |
| May 20, 2024 | CTAS Cintas Corporation - Common Stock | Buy | $1k - $15k | +32dFiling |
| May 20, 2024 | SBUX Starbucks Corporation - Common | Sell | $15k - $50k | +32dFiling |
| Apr 23, 2024 | US Treasury Bill DUE | Buy | $15k - $50k | +21dFiling |
| Apr 9, 2024 | AMP Ameriprise Financial, Inc. Common | Buy | $50k - $100k | +35dFiling |
| Apr 2, 2024 | US Treasury Bill Due | Buy | $1k - $15k | +42dFiling |
| Jan 17, 2024 | BLK BlackRock, Inc. Common Stock | Sell | $50k - $100k | +30dFiling |
| Jan 11, 2024 | US Treasury Bill 912797LL9 [GS | Sell | $50k - $100k | +36dFiling |
| Dec 21, 2023 | ALB Albemarle Corporation | Sell | $1k - $15k | +21dFiling |
| Dec 21, 2023 | NEE NextEra Energy, Inc. | Sell | $15k - $50k | +21dFiling |
| Dec 14, 2023 | SCHW Charles Schwab Corporation | Buy | $50k - $100k | +28dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer