Richard W. Allen
Trades
53
23 buy / 30 sell
Buy Win Rate
60%
15 buy trades scored
Avg. Buy Return
+12.7%
Dollar-weighted avg
vs S&P 500
-26.0%
Same holding periods
Trading Performance
Based on 15 buys scored - low sample, interpret with caution
Avg. Buy Return+12.7%
S&P 500 (same periods)+38.7%
Alpha vs S&P 500-26.0%
Buy Win Rate60%
Sell Timing52%
Buy / Sell Trades23 / 30
Buy/Sell Ratio0.8x
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.
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Trade History
53 trades disclosed
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| May 19, 2026 | DUE 5/31/30 (91282CNG2) | Buy | $100k - $250k | +28dFiling |
| May 8, 2026 |  Accenture plc Class A Ordinary Shares | Sell | $15k - $50k | +39dFiling |
| May 8, 2026 | TS LIVTR SP Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1k - $15k | +39dFiling |
| May 8, 2026 |  LIVTR SP American Express Company Common Stock | Buy | $1k - $15k | +39dFiling |
| Apr 16, 2026 |  S&P Global Inc. Common Stock | Sell | $15k - $50k | |
| Apr 16, 2026 |  Abbott Laboratories Common Stock | Sell | $15k - $50k | |
| Apr 16, 2026 | DUE 12/31/28 (91282CJR3)) | Sell | $100k - $250k | |
| Apr 16, 2026 |  Procter & Gamble Company | Sell | $15k - $50k | |
| Apr 16, 2026 |  Intuit Inc. - Common Stock | Sell | $15k - $50k | |
| Apr 16, 2026 | DUE 12/15/26 (91282CJP7) | Sell | $100k - $250k | |
| Apr 15, 2026 |  Ameriprise Financial, Inc. Common Stock | Sell | $50k - $100k | |
| Mar 24, 2026 | US TreasuryBond | Buy | $15k - $50k | +41dFiling |
| Feb 19, 2026 | Intuit Inc. - Common Stock | Sell | $1k - $15k | +20dFiling |
| Feb 19, 2026 |  Kinder Morgan, Inc. Common Stock | Buy | $1k - $15k | +20dFiling |
| Feb 19, 2026 | TS Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1k - $15k | +20dFiling |
| Feb 18, 2026 | Intuit Inc. - Common Stock | Sell | $15k - $50k | +21dFiling |
| Jan 14, 2026 | S&P Global Inc. Common Stock | Sell | $15k - $50k | +34dFiling |
| Jan 14, 2026 |  American Water Works Company, Inc. Common Stock | Sell | $50k - $100k | +34dFiling |
| Jan 14, 2026 |  Paychex, Inc. - Common Stock | Sell | $15k - $50k | +34dFiling |
| Dec 12, 2025 |  Netflix, Inc. - Common Stock | Sell | $1k - $15k | +34dFiling |
| Dec 12, 2025 |  Ferguson Enterprises Inc. Common Stock | Buy | $15k - $50k | +34dFiling |
| Nov 14, 2025 | US TREASURBond | Buy | $50k - $100k | +25dFiling |
| Oct 10, 2025 |  Church & Dwight Company, Inc. Common Stock | Sell | $15k - $50k | +34dFiling |
| Sep 12, 2025 | Accenture plc Class A Ordinary Shares | Sell | $1k - $15k | +25dFiling |
| Aug 19, 2025 | Accenture plc Class A Ordinary Shares | Sell | $1k - $15k | +24dFiling |
| Aug 19, 2025 |  Atmos Energy Corporation Common Stock | Buy | $15k - $50k | +24dFiling |
| Jul 10, 2025 |  Charles Schwab Corporation | Buy | $15k - $50k | +32dFiling |
| Jun 20, 2025 | Intuit Inc. - Common Stock | Buy | $1k - $15k | +25dFiling |
| May 16, 2025 |  Thermo Fisher Scientific Inc Common Stock | Sell | $15k - $50k | +33dFiling |
| May 16, 2025 | Netflix, Inc. - Common Stock | Buy | $15k - $50k | +33dFiling |
| Apr 11, 2025 | Thermo Fisher Scientific Inc Common Stock | Sell | $15k - $50k | +34dFiling |
| Feb 26, 2025 | US Treasury Bill - Due | Buy | $50k - $100k | +14dFiling |
| Jan 17, 2025 |  AutoZone, Inc. Common Stock | Buy | $15k - $50k | +34dFiling |
| Dec 12, 2024 |  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 | Charles Schwab Corporation | Sell | $15k - $50k | +36dFiling |
| Aug 26, 2024 | US Treasury Bill 912797HP5 [GS | Sell | $50k - $100k | +25dFiling |
| Aug 14, 2024 |  Deere & Company Common Stock | Sell | $1k - $15k | +37dFiling |
| Jul 16, 2024 |  Johnson & Johnson Common Stock | Sell | $15k - $50k | +23dFiling |
| Jul 16, 2024 | AutoZone, Inc. Common Stock | Buy | $15k - $50k | +23dFiling |
| Jun 25, 2024 | US Treasury Bill 912797HP5 [GS | Buy | $250k - $500k | +15dFiling |
| Jun 13, 2024 | Johnson & Johnson Common Stock | Sell | $15k - $50k | +27dFiling |
| May 20, 2024 |  Starbucks Corporation - Common | Sell | $15k - $50k | +32dFiling |
| May 20, 2024 |  Cintas Corporation - Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 23, 2024 | US Treasury Bill DUE | Buy | $15k - $50k | +21dFiling |
| Apr 9, 2024 | Ameriprise Financial, Inc. Common | Buy | $50k - $100k | +35dFiling |
| Apr 2, 2024 | US Treasury Bill Due | Buy | $1k - $15k | +42dFiling |
| Jan 17, 2024 |  BlackRock, Inc. Common Stock | Sell | $50k - $100k | +30dFiling |
| Jan 11, 2024 | US Treasury Bill 912797LL9 [GS | Sell | $50k - $100k | +36dFiling |
Showing 1-50 of 53
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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