Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL | AZ AZO
|
$15K–$50K | 2026-09-22 | 2026-10-14 | PDF → |
| SELL | CO COST
|
$1K–$15K | 2026-09-18 | 2026-10-14 | PDF → |
| BUY | AV AVGO
|
$1K–$15K | 2026-08-12 | 2026-09-22 | PDF → |
| SELL | RO ROL
|
$15K–$50K | 2026-08-12 | 2026-09-22 | PDF → |
| BUY | TS TSM
|
$1K–$15K | 2026-08-12 | 2026-09-22 | PDF → |
| BUY | AM AMD
|
$1K–$15K | 2026-07-14 | 2026-08-18 | PDF → |
| SELL | AB ABT
|
$15K–$50K | 2026-07-14 | 2026-08-18 | PDF → |
| BUY | AV AVGO
|
$1K–$15K | 2026-07-14 | 2026-08-18 | PDF → |
| SELL | IN INTU
|
$15K–$50K | 2026-06-10 | 2026-07-15 | PDF → |
| BUY | 91 91282CNG2
govt security
|
$100K–$250K | 2026-05-19 | 2026-06-16 | PDF → |
| BUY | TS TSM
|
$1K–$15K | 2026-05-08 | 2026-06-16 | PDF → |
| BUY | AX AXP
|
$1K–$15K | 2026-05-08 | 2026-06-16 | PDF → |
| SELL | AC ACN
|
$15K–$50K | 2026-05-08 | 2026-06-16 | PDF → |
| SELL | SP SPGI
|
$15K–$50K | 2026-04-16 | 2026-06-05 LATE | PDF → |
| SELL | PG PG
|
$15K–$50K | 2026-04-16 | 2026-06-05 LATE | PDF → |
| SELL | IN INTU
|
$15K–$50K | 2026-04-16 | 2026-06-05 LATE | PDF → |
| SELL | AB ABT
|
$15K–$50K | 2026-04-16 | 2026-06-05 LATE | PDF → |
| SELL | 91 91282CJP7
govt security
|
$100K–$250K | 2026-04-16 | 2026-06-05 LATE | PDF → |
| SELL | AM AMP
|
$50K–$100K | 2026-04-15 | 2026-06-05 LATE | PDF → |
| BUY | 91 91282CGJ4
govt security
|
$15K–$50K | 2026-03-24 | 2026-05-04 | PDF → |
| BUY | TS TSM
|
$1K–$15K | 2026-02-19 | 2026-03-11 | PDF → |
| BUY | KM KMI
|
$1K–$15K | 2026-02-19 | 2026-03-11 | PDF → |
| SELL | IN INTU
|
$1K–$15K | 2026-02-19 | 2026-03-11 | PDF → |
| SELL | IN INTU
|
$15K–$50K | 2026-02-18 | 2026-03-11 | PDF → |
| BUY | 91 91282CLC3
govt security
|
$50K–$100K | 2026-02-18 | 2026-03-11 | PDF → |
| BUY | 91 91282CGH8
govt security
|
$100K–$250K | 2026-01-26 | 2026-02-17 | PDF → |
| BUY | SP SPGI
|
$15K–$50K | 2026-01-14 | 2026-02-17 | PDF → |
| SELL | PA PAYX
|
$15K–$50K | 2026-01-14 | 2026-02-17 | PDF → |
| SELL | AW AWK
|
$50K–$100K | 2026-01-14 | 2026-02-17 | PDF → |
| SELL | NF NFLX
|
$1K–$15K | 2025-12-12 | 2026-01-15 | PDF → |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Allen still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
CB CB |
$236K | 12.3% | +115.0% | Aug 2020 | Aug 2022 | |
AM AMGN |
$156K | 8.1% | +89.8% | Aug 2023 | Aug 2022 | |
GO GOOGL |
$155K | 8.1% | +164.1% | Jul 2020 | Feb 2020 | |
DO DOV |
$134K | 7.0% | +50.6% | Oct 2021 | Jun 2021 | |
AB ABBV |
$114K | 6.0% | +108.4% | Aug 2023 | Nov 2020 | |
DE DE |
$99K | 5.2% | +67.7% | Mar 2021 | Aug 2024 | |
CO COST |
recent | $96K | 5.0% | +82.0% | Aug 2023 | Sep 2026 |
SC SCHW |
recent | $90K | 4.7% | +22.4% | Jan 2024 | Jul 2025 |
SH SHW |
$85K | 4.4% | +20.6% | Aug 2023 | Sep 2019 | |
WM WMT |
$81K | 4.2% | +128.4% | Nov 2021 | Feb 2020 | |
NE NEE |
$76K | 4.0% | +29.4% | Oct 2020 | Dec 2023 | |
FC FCX |
$54K | 2.8% | +67.9% | Mar 2021 | Oct 2021 | |
MA MAR |
$53K | 2.8% | +95.0% | Aug 2023 | May 2020 | |
MM MMM |
$51K | 2.7% | +117.9% | Aug 2023 | May 2020 | |
AM AMZN |
$50K | 2.6% | +83.9% | Aug 2023 | Sep 2019 | |
MS MSFT |
$46K | 2.4% | +69.7% | Aug 2023 | Aug 2019 | |
WM WM |
$40K | 2.1% | +46.5% | Aug 2023 | Jan 2022 | |
AC ACN |
recent | $37K | 1.9% | -16.8% | Jun 2021 | May 2026 |
HD HD |
$36K | 1.9% | +2.7% | Nov 2021 | May 2020 | |
DI DIS |
$35K | 1.8% | +26.3% | Apr 2021 | Aug 2022 | |
AL ALB |
$33K | 1.7% | -42.7% | Mar 2021 | Dec 2023 | |
AT ATO |
recent | $29K | 1.5% | +4.6% | Sep 2025 | Aug 2025 |
FE FERG |
recent | $26K | 1.3% | -6.3% | Jan 2026 | Dec 2025 |
PY PYPL |
$25K | 1.3% | -7.3% | Mar 2021 | Oct 2021 | |
AZ AZO |
recent | $25K | 1.3% | -6.3% | Aug 2024 | Sep 2026 |
TS TSM |
recent | $13K | 0.7% | +10.4% | Mar 2026 | Aug 2026 |
NF NFLX |
recent | $11K | 0.6% | -49.7% | Jun 2025 | Dec 2025 |
AV AVGO |
recent | $8K | 0.4% | -1.8% | Aug 2026 | Aug 2026 |
AM AMD |
recent | $5K | 0.3% | +24.0% | Aug 2026 | Jul 2026 |
CT CTAS |
$5K | 0.2% | +22.1% | Jun 2024 | May 2024 | |
KM KMI |
recent | $4K | 0.2% | +2.5% | Mar 2026 | Feb 2026 |
AM AMP |
recent | $4K | 0.2% | +14.8% | May 2024 | Apr 2026 |
AX AXP |
recent | $4K | 0.2% | -6.4% | Jun 2026 | May 2026 |
JN JNJ |
$3K | 0.2% | +71.0% | Jun 2021 | Jul 2024 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-10-14 15d ago | 2 | PDF → |
| 2 | PTR | 2026-09-22 37d ago | 3 | PDF → |
| 3 | PTR | 2026-08-18 72d ago | 3 | PDF → |
| 4 | Annual | 2026-08-11 79d ago | — | PDF → |
| 5 | PTR | 2026-07-15 106d ago | 1 | PDF → |
| 6 | PTR | 2026-06-16 135d ago | 4 | PDF → |
| 7 | PTR | 2026-06-05 146d ago | 6 | PDF → |
| 8 | PTR | 2026-05-04 178d ago | 1 | PDF → |
| 9 | PTR | 2026-03-11 232d ago | 5 | PDF → |
| 10 | PTR | 2026-02-17 254d ago | 4 | PDF → |
| 11 | PTR | 2026-01-15 287d ago | 2 | PDF → |
| 12 | PTR | 2025-12-09 324d ago | 1 | PDF → |
| 13 | PTR | 2025-11-13 350d ago | 2 | PDF → |
| 14 | PTR | 2025-10-07 387d ago | 1 | PDF → |
| 15 | PTR | 2025-09-12 412d ago | 3 | PDF → |
| 16 | PTR | 2025-08-11 444d ago | 2 | PDF → |
| 17 | Annual | 2025-08-11 444d ago | — | PDF → |
| 18 | PTR | 2025-07-15 471d ago | 1 | PDF → |
| 19 | PTR | 2025-06-18 498d ago | 3 | PDF → |
| 20 | PTR | 2025-05-15 532d ago | 4 | PDF → |
| 21 | PTR | 2025-03-12 596d ago | 1 | PDF → |
| 22 | PTR | 2025-02-20 616d ago | 3 | PDF → |
| 23 | PTR | 2025-01-16 651d ago | 4 | PDF → |
| 24 | PTR | 2024-11-14 714d ago | 1 | PDF → |
| 25 | PTR | 2024-10-18 741d ago | 2 | PDF → |
| 26 | PTR | 2024-09-20 769d ago | 2 | PDF → |
| 27 | Annual | 2024-08-13 807d ago | — | PDF → |
| 28 | PTR | 2024-08-08 812d ago | 2 | PDF → |
| 29 | PTR | 2024-07-10 841d ago | 2 | PDF → |
| 30 | PTR | 2024-06-21 860d ago | 2 | PDF → |
| 31 | PTR | 2024-05-14 898d ago | 3 | PDF → |
| 32 | PTR | 2024-02-16 986d ago | 3 | PDF → |
| 33 | PTR | 2024-01-11 1022d ago | 3 | PDF → |
| 34 | PTR | 2023-12-19 1045d ago | 1 | PDF → |
| 35 | PTR | 2023-11-16 1078d ago | 3 | PDF → |
| 36 | PTR | 2023-10-05 1120d ago | 2 | PDF → |
| 37 | Annual | 2023-08-12 1174d ago | — | PDF → |
| 38 | PTR | 2023-08-10 1176d ago | 174 | PDF → |
| 39 | PTR | 2023-06-02 1245d ago | 2 | PDF → |
| 40 | PTR | 2022-09-10 1510d ago | 1 | PDF → |
| 41 | Annual | 2022-05-16 1627d ago | — | PDF → |
| 42 | PTR | 2022-03-09 1695d ago | 1 | PDF → |
| 43 | PTR | 2022-02-13 1719d ago | 3 | PDF → |
| 44 | PTR | 2021-11-10 1814d ago | 2 | PDF → |
| 45 | PTR | 2021-11-08 1816d ago | 1 | PDF → |
| 46 | PTR | 2021-11-08 1816d ago | 4 | PDF → |
| 47 | PTR | 2021-11-08 1816d ago | 2 | PDF → |
| 48 | PTR | 2021-10-20 1835d ago | 1 | PDF → |
| 49 | Annual | 2021-07-21 1926d ago | — | PDF → |
| 50 | PTR | 2021-06-12 1965d ago | 4 | PDF → |
| 51 | PTR | 2021-05-09 1999d ago | 1 | PDF → |
| 52 | PTR | 2021-04-06 2032d ago | 5 | PDF → |
| 53 | PTR | 2021-03-14 2055d ago | 10 | PDF → |
| 54 | PTR | 2021-01-13 2115d ago | 1 | PDF → |
| 55 | PTR | 2020-10-06 2214d ago | 1 | PDF → |
| 56 | PTR | 2020-08-18 2263d ago | 3 | PDF → |
| 57 | Annual | 2020-08-10 2271d ago | — | PDF → |
| 58 | PTR | 2020-07-20 2292d ago | 3 | PDF → |
| 59 | Annual | 2019-05-15 2724d ago | — | PDF → |
| 60 | Annual | 2018-05-14 3090d ago | — | PDF → |
| 61 | Annual | 2017-05-17 3452d ago | — | PDF → |
| 62 | Annual | 2016-05-13 3821d ago | — | PDF → |
| 63 | Annual | 2013-07-08 4861d ago | — | PDF → |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
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