Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on
disclosures-clerk.house.gov
and running our own code over them. The PDFs are often hand-filled or scanned and our parser can
misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact
sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales
filed late or never, skew the portfolio math; and the calculations themselves may have bugs.
Treat the numbers as a rough guide and
tell us if something looks off.
Richard W. Allen
Following their disclosures vs. same money in SPY: -96.8 pts
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.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY |  AV AVGO
|
$1K–$15K | 2026-07-14 | 2026-08-18 | PDF → |
| SELL |  AB ABT
|
$15K–$50K | 2026-07-14 | 2026-08-18 | PDF → |
| BUY |  AM AMD
|
$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 → |
| SELL |  AC ACN
|
$15K–$50K | 2026-05-08 | 2026-06-16 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-05-08 | 2026-06-16 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-05-08 | 2026-06-16 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-04-16 | 2026-06-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2026-04-16 | 2026-06-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-04-16 | 2026-06-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-04-16 | 2026-06-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-04-16 | 2026-06-05 LATE | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2026-04-15 | 2026-06-05 LATE | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2026-03-24 | 2026-05-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-02-19 | 2026-03-11 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-02-19 | 2026-03-11 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-02-19 | 2026-03-11 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-02-18 | 2026-03-11 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2026-02-18 | 2026-03-11 | 🔒 |
| BUY | 🔒Register for free to view | $100K–$250K | 2026-01-26 | 2026-02-17 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2026-01-14 | 2026-02-17 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2026-01-14 | 2026-02-17 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2026-01-14 | 2026-02-17 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-12-12 | 2026-01-15 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-12 | 2026-01-15 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2025-11-14 | 2025-12-09 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2025-10-10 | 2025-11-13 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2025-10-10 | 2025-11-13 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-09-12 | 2025-10-07 | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 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 |
$224K | 11.8% | +104.6% | Aug 2020 | Aug 2022 | |
 GO GOOGL |
$161K | 8.5% | +175.2% | Jul 2020 | Feb 2020 | |
 AM AMGN |
$130K | 6.9% | +58.5% | Aug 2023 | Aug 2022 | |
 DO DOV |
$122K | 6.4% | +36.8% | Oct 2021 | Jun 2021 | |
 SC SCHW |
recent | $108K | 5.7% | +47.9% | Jan 2024 | Jul 2025 |
 DE DE |
$105K | 5.5% | +76.9% | Mar 2021 | Aug 2024 | |
 AB ABBV |
$103K | 5.4% | +87.4% | Aug 2023 | Nov 2020 | |
| 🔒Register for free to view | $92K | 4.8% | +67.6% | Aug 2023 | Sep 2019 | |
| 🔒Register for free to view | $86K | 4.5% | +21.6% | Aug 2023 | Sep 2019 | |
| 🔒Register for free to view | $77K | 4.1% | +31.5% | Oct 2020 | Dec 2023 | |
| 🔒Register for free to view | $73K | 3.9% | +106.0% | Nov 2021 | Feb 2020 | |
| 🔒Register for free to view | $57K | 3.0% | +79.1% | Mar 2021 | Oct 2021 | |
| 🔒Register for free to view | $51K | 2.7% | +85.5% | Aug 2023 | Sep 2019 | |
| 🔒Register for free to view | $49K | 2.6% | +108.0% | Aug 2023 | May 2020 | |
| 🔒Register for free to view | $49K | 2.6% | -11.2% | Aug 2024 | Jan 2025 | |
| 🔒Register for free to view | $45K | 2.4% | +65.5% | Aug 2023 | May 2020 | |
| 🔒Register for free to view | $43K | 2.3% | +58.3% | Aug 2023 | Aug 2019 | |
| 🔒Register for free to view | $40K | 2.1% | -30.5% | Mar 2021 | Dec 2023 | |
| 🔒Register for free to view | $38K | 2.0% | +38.9% | Aug 2023 | Jan 2022 | |
| 🔒Register for free to view | $35K | 1.8% | -0.1% | Nov 2021 | May 2020 | |
| 🔒Register for free to view | $34K | 1.8% | +23.4% | Apr 2021 | Aug 2022 | |
| 🔒Register for free to view | recent | $28K | 1.5% | -37.2% | Jun 2021 | May 2026 |
| 🔒Register for free to view | recent | $28K | 1.5% | +0.7% | Sep 2025 | Aug 2025 |
| 🔒Register for free to view | recent | $25K | 1.3% | -9.6% | Jan 2026 | Dec 2025 |
| 🔒Register for free to view | $24K | 1.3% | -12.0% | Mar 2021 | Oct 2021 | |
| 🔒Register for free to view | $20K | 1.1% | -26.6% | Jan 2025 | Dec 2024 | |
| 🔒Register for free to view | recent | $14K | 0.7% | -37.1% | Jun 2025 | Dec 2025 |
| 🔒Register for free to view | recent | $9K | 0.5% | +14.8% | Mar 2026 | May 2026 |
| 🔒Register for free to view | $4K | 0.2% | +15.6% | Jun 2024 | May 2024 | |
| 🔒Register for free to view | recent | $4K | 0.2% | +30.6% | May 2024 | Apr 2026 |
| 🔒Register for free to view | recent | $4K | 0.2% | +10.7% | Aug 2026 | Jul 2026 |
| 🔒Register for free to view | recent | $4K | 0.2% | -0.1% | Aug 2026 | Jul 2026 |
| 🔒Register for free to view | recent | $4K | 0.2% | -4.4% | Jun 2026 | May 2026 |
| 🔒Register for free to view | recent | $4K | 0.2% | -5.8% | Mar 2026 | Feb 2026 |
| 🔒Register for free to view | $3K | 0.2% | +67.6% | Jun 2021 | Jul 2024 |
Filings 61 on file · every disclosure Allen has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-08-18 26d ago | 3 | PDF → |
| 2 | Annual | 2026-08-11 33d ago | — | PDF → |
| 3 | PTR | 2026-07-15 60d ago | 1 | PDF → |
| 4 | PTR | 2026-06-16 89d ago | 4 | PDF → |
| 5 | PTR | 2026-06-05 100d ago | 6 | PDF → |
| 6 | PTR | 2026-05-04 132d ago | 1 | PDF → |
| 7 | PTR | 2026-03-11 186d ago | 5 | 🔒Register for free to view |
| 8 | PTR | 2026-02-17 208d ago | 4 | 🔒Register for free to view |
| 9 | PTR | 2026-01-15 241d ago | 2 | 🔒Register for free to view |
| 10 | PTR | 2025-12-09 278d ago | 1 | 🔒Register for free to view |
| 11 | PTR | 2025-11-13 304d ago | 2 | 🔒Register for free to view |
| 12 | PTR | 2025-10-07 341d ago | 1 | 🔒Register for free to view |
| 13 | PTR | 2025-09-12 366d ago | 3 | 🔒Register for free to view |
| 14 | PTR | 2025-08-11 398d ago | 2 | 🔒Register for free to view |
| 15 | Annual | 2025-08-11 398d ago | — | 🔒Register for free to view |
| 16 | PTR | 2025-07-15 425d ago | 1 | 🔒Register for free to view |
| 17 | PTR | 2025-06-18 452d ago | 3 | 🔒Register for free to view |
| 18 | PTR | 2025-05-15 486d ago | 4 | 🔒Register for free to view |
| 19 | PTR | 2025-03-12 550d ago | 1 | 🔒Register for free to view |
| 20 | PTR | 2025-02-20 570d ago | 3 | 🔒Register for free to view |
| 21 | PTR | 2025-01-16 605d ago | 4 | 🔒Register for free to view |
| 22 | PTR | 2024-11-14 668d ago | 1 | 🔒Register for free to view |
| 23 | PTR | 2024-10-18 695d ago | 2 | 🔒Register for free to view |
| 24 | PTR | 2024-09-20 723d ago | 2 | 🔒Register for free to view |
| 25 | Annual | 2024-08-13 761d ago | — | 🔒Register for free to view |
| 26 | PTR | 2024-08-08 766d ago | 2 | 🔒Register for free to view |
| 27 | PTR | 2024-07-10 795d ago | 2 | 🔒Register for free to view |
| 28 | PTR | 2024-06-21 814d ago | 2 | 🔒Register for free to view |
| 29 | PTR | 2024-05-14 852d ago | 3 | 🔒Register for free to view |
| 30 | PTR | 2024-02-16 940d ago | 3 | 🔒Register for free to view |
| 31 | PTR | 2024-01-11 976d ago | 3 | 🔒Register for free to view |
| 32 | PTR | 2023-12-19 999d ago | 1 | 🔒Register for free to view |
| 33 | PTR | 2023-11-16 1032d ago | 3 | 🔒Register for free to view |
| 34 | PTR | 2023-10-05 1074d ago | 2 | 🔒Register for free to view |
| 35 | Annual | 2023-08-12 1128d ago | — | 🔒Register for free to view |
| 36 | PTR | 2023-08-10 1130d ago | 174 | 🔒Register for free to view |
| 37 | PTR | 2023-06-02 1199d ago | 2 | 🔒Register for free to view |
| 38 | PTR | 2022-09-10 1464d ago | 1 | 🔒Register for free to view |
| 39 | Annual | 2022-05-16 1581d ago | — | 🔒Register for free to view |
| 40 | PTR | 2022-03-09 1649d ago | 1 | 🔒Register for free to view |
| 41 | PTR | 2022-02-13 1673d ago | 3 | 🔒Register for free to view |
| 42 | PTR | 2021-11-10 1768d ago | 2 | 🔒Register for free to view |
| 43 | PTR | 2021-11-08 1770d ago | 4 | 🔒Register for free to view |
| 44 | PTR | 2021-11-08 1770d ago | 2 | 🔒Register for free to view |
| 45 | PTR | 2021-11-08 1770d ago | 1 | 🔒Register for free to view |
| 46 | PTR | 2021-10-20 1789d ago | 1 | 🔒Register for free to view |
| 47 | Annual | 2021-07-21 1880d ago | — | 🔒Register for free to view |
| 48 | PTR | 2021-06-12 1919d ago | 4 | 🔒Register for free to view |
| 49 | PTR | 2021-05-09 1953d ago | 1 | 🔒Register for free to view |
| 50 | PTR | 2021-04-06 1986d ago | 5 | 🔒Register for free to view |
| 51 | PTR | 2021-03-14 2009d ago | 10 | 🔒Register for free to view |
| 52 | PTR | 2021-01-13 2069d ago | 1 | 🔒Register for free to view |
| 53 | PTR | 2020-10-06 2168d ago | 1 | 🔒Register for free to view |
| 54 | PTR | 2020-08-18 2217d ago | 3 | 🔒Register for free to view |
| 55 | Annual | 2020-08-10 2225d ago | — | 🔒Register for free to view |
| 56 | PTR | 2020-07-20 2246d ago | 3 | 🔒Register for free to view |
| 57 | Annual | 2019-05-15 2678d ago | — | 🔒Register for free to view |
| 58 | Annual | 2018-05-14 3044d ago | — | 🔒Register for free to view |
| 59 | Annual | 2017-05-17 3406d ago | — | 🔒Register for free to view |
| 60 | Annual | 2016-05-13 3775d ago | — | 🔒Register for free to view |
| 61 | Annual | 2013-07-08 4815d ago | — | 🔒Register for free to view |
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.