Rick W. Allen
U.S. Representative, Georgia district 12 (GA12)
Latest disclosure September 22, 2026: Periodic transaction report, filing 20035492.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10074380.
As of August 11, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| none | IRA ⇒ Schwab U.S. Broad Market ETF EF | Member | $250,001 - $500,000 | p. 5 |
| SCHB | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab U.S. Broad Market ETF (SCHB) EF | Spouse | $250,001 - $500,000 | p. 11 |
| SCHB | CONT IRA ⇒ Schwab U.S. Broad Market ETF (SCHB) EF | Spouse | $100,001 - $250,000 | p. 2 |
| SCHB | INIRA ⇒ Schwab U.S. Broad Market ETF (SCHB) EF | Spouse | $100,001 - $250,000 | p. 3 |
| USMV | IRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) EF | Member | $100,001 - $250,000 | p. 5 |
| none | IRA ⇒ Schwab US Dividend Equity ETF EF | Member | $100,001 - $250,000 | p. 5 |
| GOOGL | LIVTR ⇒ Alphabet Inc. - Class A (GOOGL) ST | Spouse | $100,001 - $250,000 | p. 6 |
| XLK | LIVTR ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Spouse | $100,001 - $250,000 | p. 7 |
| ABBV | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AbbVie Inc. (ABBV) ST | Spouse | $100,001 - $250,000 | p. 9 |
| GOOGL | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Alphabet Inc. - Class A (GOOGL) ST | Spouse | $100,001 - $250,000 | p. 9 |
| AMZN | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amazon.com, Inc. (AMZN) ST | Spouse | $100,001 - $250,000 | p. 9 |
| CB | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited (CB) ST | Spouse | $100,001 - $250,000 | p. 10 |
| COST | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Costco Wholesale Corporation (COST) ST | Spouse | $100,001 - $250,000 | p. 10 |
| IBTI | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | Spouse | $100,001 - $250,000 | p. 10 |
| MAR | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Marriott International - Class A (MAR) ST | Spouse | $100,001 - $250,000 | p. 10 |
| MSFT | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Microsoft Corporation (MSFT) ST | Spouse | $100,001 - $250,000 | p. 10 |
| NPSRX | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) MF | Spouse | $100,001 - $250,000 | p. 11 |
| SCHD | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab US Dividend Equity ETF (SCHD) EF | Spouse | $100,001 - $250,000 | p. 11 |
| XLF | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Spouse | $100,001 - $250,000 | p. 11 |
| XLK | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Spouse | $100,001 - $250,000 | p. 11 |
| none | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.9 (SCHW$D) ST | Spouse | $100,001 - $250,000 | p. 11 |
| XLC | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Spouse | $100,001 - $250,000 | p. 11 |
| none | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Treasury 3.75% 12/31/28 (91282CJR3) GS | Spouse | $100,001 - $250,000 | p. 11 |
| none | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Treasury 4.375% 12/15/26 (91282CJP7) GS | Spouse | $100,001 - $250,000 | p. 12 |
| WMT | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walmart Inc. (WMT) ST | Spouse | $100,001 - $250,000 | p. 12 |
| none | SCH1 ⇒ US Treasury Bill 91282CHB0 GS | Member | $100,001 - $250,000 | p. 12 |
| USMV | CONT IRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) EF | Spouse | $50,001 - $100,000 | p. 2 |
| QUAL | IRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF | Member | $50,001 - $100,000 | p. 5 |
| AMGN | LIVTR ⇒ Amgen Inc. (AMGN) ST | Spouse | $50,001 - $100,000 | p. 6 |
| CTAS | LIVTR ⇒ Cintas Corporation (CTAS) ST | Spouse | $50,001 - $100,000 | p. 6 |
| COST | LIVTR ⇒ Costco Wholesale Corporation (COST) ST | Spouse | $50,001 - $100,000 | p. 6 |
| GPN | LIVTR ⇒ Global Payments Inc. Common Stock (GPN) ST | Spouse | $50,001 - $100,000 | p. 6 |
| INTU | LIVTR ⇒ Intuit Inc. (INTU) ST | Spouse | $50,001 - $100,000 | p. 6 |
| MAR | LIVTR ⇒ Marriott International - Class A (MAR) ST | Spouse | $50,001 - $100,000 | p. 7 |
| MSFT | LIVTR ⇒ Microsoft Corporation (MSFT) ST | Spouse | $50,001 - $100,000 | p. 7 |
| NPSRX | LIVTR ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) MF | Spouse | $50,001 - $100,000 | p. 7 |
| none | LIVTR ⇒ US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 GS | Spouse | $50,001 - $100,000 | p. 7 |
| AWK | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ American Water Works Company, Inc. (AWK) ST | Spouse | $50,001 - $100,000 | p. 9 |
| AMP | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ameriprise Financial, Inc. Common Stock (AMP) ST | Spouse | $50,001 - $100,000 | p. 9 |
| AMGN | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amgen Inc. (AMGN) ST | Spouse | $50,001 - $100,000 | p. 9 |
| AZO | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AutoZone, Inc. Common Stock (AZO) ST | Spouse | $50,001 - $100,000 | p. 9 |
| DOV | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Dover Corporation (DOV) ST | Spouse | $50,001 - $100,000 | p. 10 |
| INTU | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Intuit Inc. (INTU) ST | Spouse | $50,001 - $100,000 | p. 10 |
| PG | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Procter & Gamble Company (PG) ST | Spouse | $50,001 - $100,000 | p. 11 |
| SNSXX | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) MF | Spouse | $50,001 - $100,000 | p. 11 |
| SHW | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Sherwin-Williams Company (SHW) ST | Spouse | $50,001 - $100,000 | p. 11 |
| XLV | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Spouse | $50,001 - $100,000 | p. 11 |
| SNSXX | SCH1 ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) MF | Member | $50,001 - $100,000 | p. 12 |
| none | SCH1 ⇒ US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) GS | Member | $50,001 - $100,000 | p. 12 |
| none | SCH1 ⇒ US Treasury Bill 912797PD3 GS | Member | $50,001 - $100,000 | p. 12 |
| none | SCH1 ⇒ US Treasury Bill 912797PV3 GS | Member | $50,001 - $100,000 | p. 12 |
| none | SCH1 ⇒ US Treasury Bill 91282CKE0 GS | Member | $50,001 - $100,000 | p. 12 |
| none | SCH1 ⇒ US Treasury Bill 91282CLP4 3.5% Due 9/30/26 GS | Member | $50,001 - $100,000 | p. 13 |
| GSIE | CONT IRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) EF | Spouse | $15,001 - $50,000 | p. 1 |
| IBTG | CONT IRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) EF | Spouse | $15,001 - $50,000 | p. 1 |
| IBTH | CONT IRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) EF | Spouse | $15,001 - $50,000 | p. 1 |
| IBTI | CONT IRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | Spouse | $15,001 - $50,000 | p. 1 |
| IBTJ | CONT IRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) EF | Spouse | $15,001 - $50,000 | p. 2 |
| QUAL | CONT IRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF | Spouse | $15,001 - $50,000 | p. 2 |
| SNSXX | CONT IRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| SCHD | CONT IRA ⇒ Schwab US Dividend Equity ETF (SCHD) EF | Spouse | $15,001 - $50,000 | p. 2 |
| XLY | CONT IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) EF | Spouse | $15,001 - $50,000 | p. 2 |
| GSIE | INIRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) EF | Spouse | $15,001 - $50,000 | p. 3 |
| IBTG | INIRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) EF | Spouse | $15,001 - $50,000 | p. 3 |
| IBTH | INIRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) EF | Spouse | $15,001 - $50,000 | p. 3 |
| IBTJ | INIRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) EF | Spouse | $15,001 - $50,000 | p. 3 |
| USMV | INIRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) EF | Spouse | $15,001 - $50,000 | p. 3 |
| QUAL | INIRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF | Spouse | $15,001 - $50,000 | p. 3 |
| SCHD | INIRA ⇒ Schwab US Dividend Equity ETF (SCHD) EF | Spouse | $15,001 - $50,000 | p. 3 |
| GSIE | IRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) EF | Member | $15,001 - $50,000 | p. 4 |
| IBTG | IRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) EF | Member | $15,001 - $50,000 | p. 4 |
| IBTH | IRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) EF | Member | $15,001 - $50,000 | p. 4 |
| IBTI | IRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | Member | $15,001 - $50,000 | p. 4 |
| IBTJ | IRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) EF | Member | $15,001 - $50,000 | p. 5 |
| NPSRX | IRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) MF | Member | $15,001 - $50,000 | p. 5 |
| SNSXX | IRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) MF | Member | $15,001 - $50,000 | p. 5 |
| XLY | IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) EF | Member | $15,001 - $50,000 | p. 5 |
| XLF | IRA ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Member | $15,001 - $50,000 | p. 5 |
| XLV | IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Member | $15,001 - $50,000 | p. 5 |
| XLC | IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Member | $15,001 - $50,000 | p. 5 |
| ABT | LIVTR ⇒ Abbott Laboratories (ABT) ST | Spouse | $15,001 - $50,000 | p. 5 |
| ACN | LIVTR ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | $15,001 - $50,000 | p. 6 |
| AMZN | LIVTR ⇒ Amazon.com, Inc. (AMZN) ST | Spouse | $15,001 - $50,000 | p. 6 |
| AZO | LIVTR ⇒ AutoZone, Inc. Common Stock (AZO) ST | Spouse | $15,001 - $50,000 | p. 6 |
| BAC | LIVTR ⇒ Bank of America Corporation Common Stock (BAC) ST | Spouse | $15,001 - $50,000 | p. 6 |
| DOV | LIVTR ⇒ Dover Corporation (DOV) ST | Spouse | $15,001 - $50,000 | p. 6 |
| HD | LIVTR ⇒ Home Depot, Inc. (HD) ST | Spouse | $15,001 - $50,000 | p. 6 |
| IBTH | LIVTR ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) EF | Spouse | $15,001 - $50,000 | p. 7 |
| IBTI | LIVTR ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | Spouse | $15,001 - $50,000 | p. 7 |
| IBTJ | LIVTR ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) EF | Spouse | $15,001 - $50,000 | p. 7 |
| PAYX | LIVTR ⇒ Paychex, Inc. (PAYX) ST | Spouse | $15,001 - $50,000 | p. 7 |
| SCHB | LIVTR ⇒ Schwab U.S. Broad Market ETF (SCHB) EF | Spouse | $15,001 - $50,000 | p. 7 |
| SNSXX | LIVTR ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) MF | Spouse | $15,001 - $50,000 | p. 7 |
| none | LIVTR ⇒ Schwab US Dividend Equity ETF EF | Spouse | $15,001 - $50,000 | p. 7 |
| XLV | LIVTR ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Spouse | $15,001 - $50,000 | p. 7 |
| XLC | LIVTR ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Spouse | $15,001 - $50,000 | p. 7 |
| WMT | LIVTR ⇒ Walmart Inc. (WMT) ST | Spouse | $15,001 - $50,000 | p. 8 |
| ABT | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Abbott Laboratories (ABT) ST | Spouse | $15,001 - $50,000 | p. 9 |
| ATO | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Atmos Energy Corporation Common Stock (ATO) ST | Spouse | $15,001 - $50,000 | p. 9 |
| SCHW | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Charles Schwab Corporation (SCHW) ST | Spouse | $15,001 - $50,000 | p. 10 |
| CTAS | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Cintas Corporation - Common Stock (CTAS) ST | Spouse | $15,001 - $50,000 | p. 10 |
| DE | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Deere & Company (DE) ST | Spouse | $15,001 - $50,000 | p. 10 |
| FERG | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ferguson Enterprises Inc. Common Stock (FERG) ST | Spouse | $15,001 - $50,000 | p. 10 |
| GSIE | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) EF | Spouse | $15,001 - $50,000 | p. 10 |
| HD | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Home Depot, Inc. (HD) ST | Spouse | $15,001 - $50,000 | p. 10 |
| ROL | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Rollins, Inc. Common Stock (ROL) ST | Spouse | $15,001 - $50,000 | p. 11 |
| WM | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Waste Management, Inc. (WM) ST | Member | $15,001 - $50,000 | p. 12 |
| DABS | SCH1 ⇒ DoubleLine Asset-Backed Securities ETF (DABS) EF | Member | $15,001 - $50,000 | p. 12 |
| NPSRX | SCH1 ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) MF | Member | $15,001 - $50,000 | p. 12 |
| DABS | CONT IRA ⇒ DoubleLine Asset-Backed Securities ETF (DABS) EF | Spouse | $1,001 - $15,000 | p. 1 |
| NPSRX | CONT IRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| XLP | CONT IRA ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) EF | Spouse | $1,001 - $15,000 | p. 2 |
| XLF | CONT IRA ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Spouse | $1,001 - $15,000 | p. 2 |
| XLV | CONT IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Spouse | $1,001 - $15,000 | p. 2 |
| XLC | CONT IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Spouse | $1,001 - $15,000 | p. 2 |
| DABS | INIRA ⇒ DoubleLine Asset-Backed Securities ETF (DABS) EF | Spouse | $1,001 - $15,000 | p. 3 |
| IBTI | INIRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | Spouse | $1,001 - $15,000 | p. 3 |
| NPSRX | INIRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| SNSXX | INIRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| XLY | INIRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) EF | Spouse | $1,001 - $15,000 | p. 3 |
| XLP | INIRA ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) EF | Spouse | $1,001 - $15,000 | p. 3 |
| XLF | INIRA ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Spouse | $1,001 - $15,000 | p. 4 |
| XLV | INIRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Spouse | $1,001 - $15,000 | p. 4 |
| XLC | INIRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) EF | Spouse | $1,001 - $15,000 | p. 4 |
| DABS | IRA ⇒ DoubleLine Asset-Backed Securities ETF (DABS) EF | Member | $1,001 - $15,000 | p. 4 |
| XLP | IRA ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) EF | Member | $1,001 - $15,000 | p. 5 |
| CHD | LIVTR ⇒ Church & Dwight Company, Inc. (CHD) ST | Spouse | $1,001 - $15,000 | p. 6 |
| none | LIVTR ⇒ US Treasury Bill DUE 09/15/25 (91282CFK2) GS | Spouse | None | p. 8 |
| SCHY | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab International Dividend Equity ETF (SCHY) EF | Spouse | None | p. 11 |
| none | SCH1 ⇒ US Treasury Bill (912797JR9) GS | Member | None | p. 12 |
| none | SCH1 ⇒ US Treasury Bill (912797KJ5) GS | Member | None | p. 12 |
| none | SCH1 ⇒ US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1) GS | Member | None | p. 13 |
26 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | US Treasury Note 4% DUE 5/31/30 (91282CNG2) GS | Member | P | May 19, 2026 | $100,001 - $250,000 | June 16, 2026 filing 20034740, p. 1 |
| none | US Treasury Note 3.75% DUE 12/31/28 (91282CJR3)) GS | Spouse | S | April 16, 2026 | $100,001 - $250,000 | June 5, 2026 filing 20034473, p. 1 |
| none | US Treasury Note 4/375% DUE 12/15/26 (91282CJP7) GS | Spouse | S | April 16, 2026 | $100,001 - $250,000 | June 5, 2026 filing 20034473, p. 2 |
| none | US Treasury Note 3.5% DUE 01/31/28 (91282CGH8) GS | Member | P | January 26, 2026 | $100,001 - $250,000 | February 17, 2026 filing 20033945, p. 1 |
| none | US Treasury Bill 91282CHB0 DUE 5/15/26 3.625% GS | Member | P | August 19, 2025 | $100,001 - $250,000 | September 12, 2025 filing 20032052, p. 1 |
| none | US Treasury Bill - Due 5/15/26 3.625% - 91282CHB0 GS | Spouse | S | April 15, 2025 | $100,001 - $250,000 | May 15, 2025 filing 20030316, p. 1 |
| none | US Treasury Bill 91282CHB0 GS | Member | P | January 27, 2025 | $100,001 - $250,000 | February 20, 2025 filing 20026727, p. 1 |
| none | US Treasury Bill 91282CKE0 GS | Member | P | January 27, 2025 | $100,001 - $250,000 | February 20, 2025 filing 20026727, p. 1 |
| none | US TREASU NOTE 4.375% DUE 12/15/26 (91282CJP7) GS | Spouse | P | December 3, 2024 | $100,001 - $250,000 | January 16, 2025 filing 20026537, p. 1 |
| AMP | Ameriprise Financial, Inc. Common Stock (AMP) ST | Spouse | S | April 15, 2026 | $50,001 - $100,000 | June 5, 2026 filing 20034473, p. 1 |
| none | US Treasury Note 4% DUE 7/31/29 (91282CLC3) GS | Member | P | February 18, 2026 | $50,001 - $100,000 | March 11, 2026 filing 20034133, p. 1 |
| AWK | American Water Works Company, Inc. Common Stock (AWK) ST | Spouse | S | January 14, 2026 | $50,001 - $100,000 | February 17, 2026 filing 20033945, p. 1 |
| none | US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) GS | Member | P | November 14, 2025 | $50,001 - $100,000 | December 9, 2025 filing 20033589, p. 1 |
| none | US Treasury Bill 91282CLP4 3.5% Due 9/30/26 GS | Member | P | October 10, 2025 | $50,001 - $100,000 | November 13, 2025 filing 20033415, p. 1 |
| none | US Treasury Bill 912797PD3 GS | Member | P | July 10, 2025 | $50,001 - $100,000 | August 11, 2025 filing 20030850, p. 1 |
| none | US Treasury Bill 912797PV3 GS | Member | P | July 10, 2025 | $50,001 - $100,000 | August 11, 2025 filing 20030850, p. 1 |
| none | US Treasury Bill - Due 3/15/2027 4.25% - 91282CKE0 GS | Spouse | S | April 15, 2025 | $50,001 - $100,000 | May 15, 2025 filing 20030316, p. 1 |
| none | US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 GS | Spouse | P | February 26, 2025 | $50,001 - $100,000 | March 12, 2025 filing 20027927, p. 1 |
| none | US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1) GS | Member | P | December 3, 2024 | $50,001 - $100,000 | January 16, 2025 filing 20026537, p. 1 |
| ROL | Rollins, Inc. Common Stock (ROL) ST | Spouse | S | August 12, 2026 | $15,001 - $50,000 | September 22, 2026 filing 20035492, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Spouse | S | July 14, 2026 | $15,001 - $50,000 | August 18, 2026 filing 20035260, p. 1 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | S | June 10, 2026 | $15,001 - $50,000 | July 15, 2026 filing 20034945, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | S | May 8, 2026 | $15,001 - $50,000 | June 16, 2026 filing 20034740, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Spouse | S | April 16, 2026 | $15,001 - $50,000 | June 5, 2026 filing 20034473, p. 1 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | S | April 16, 2026 | $15,001 - $50,000 | June 5, 2026 filing 20034473, p. 1 |
| PG | Procter & Gamble Company (PG) ST | Spouse | S | April 16, 2026 | $15,001 - $50,000 | June 5, 2026 filing 20034473, p. 1 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Spouse | S | April 16, 2026 | $15,001 - $50,000 | June 5, 2026 filing 20034473, p. 1 |
| none | US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) GS | Member | P | March 24, 2026 | $15,001 - $50,000 | May 4, 2026 filing 20034315, p. 1 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | S | February 18, 2026 | $15,001 - $50,000 | March 11, 2026 filing 20034133, p. 1 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Spouse | S | January 14, 2026 | $15,001 - $50,000 | February 17, 2026 filing 20033945, p. 1 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Spouse | P | January 14, 2026 | $15,001 - $50,000 | February 17, 2026 filing 20033945, p. 1 |
| FERG | Ferguson Enterprises Inc. Common Stock (FERG) ST | Spouse | P | December 12, 2025 | $15,001 - $50,000 | January 15, 2026 filing 20033751, p. 1 |
| CHD | Church & Dwight Company, Inc. Common Stock (CHD) ST | Spouse | S | October 10, 2025 | $15,001 - $50,000 | November 13, 2025 filing 20033415, p. 1 |
| ATO | Atmos Energy Corporation Common Stock (ATO) ST | Spouse | P | August 19, 2025 | $15,001 - $50,000 | September 12, 2025 filing 20032052, p. 1 |
| SCHW | Charles Schwab Corporation (SCHW) ST | Spouse | P | July 10, 2025 | $15,001 - $50,000 | August 11, 2025 filing 20030850, p. 1 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Spouse | P | May 16, 2025 | $15,001 - $50,000 | June 18, 2025 filing 20030502, p. 1 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | S | May 16, 2025 | $15,001 - $50,000 | June 18, 2025 filing 20030502, p. 1 |
| none | US Treasury Bill - Due 12/31/2025 4.25% - 91282CJS1 GS | Spouse | S | April 15, 2025 | $15,001 - $50,000 | May 15, 2025 filing 20030316, p. 1 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | S | April 11, 2025 | $15,001 - $50,000 | May 15, 2025 filing 20030316, p. 1 |
| AZO | AutoZone, Inc. Common Stock (AZO) ST | Spouse | P | January 17, 2025 | $15,001 - $50,000 | February 20, 2025 filing 20026727, p. 1 |
| none | US Treasury Bill 912797JR9 GS | Member | S (partial) | January 8, 2025 | $15,001 - $50,000 | February 20, 2025 filing 20026727, p. 1 |
| none | US Treasury Bill 912797JR9 GS | Member | S (partial) | January 8, 2025 | $15,001 - $50,000 | February 20, 2025 filing 20026727, p. 1 |
| ROL | Rollins, Inc. Common Stock (ROL) ST | Spouse | P | December 12, 2024 | $15,001 - $50,000 | January 16, 2025 filing 20026537, p. 1 |
| none | US TREASURY BILL DUE 03/20/25 (912797KJ5) GS | Member | P | December 3, 2024 | $15,001 - $50,000 | January 16, 2025 filing 20026537, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Spouse | P | August 12, 2026 | $1,001 - $15,000 | September 22, 2026 filing 20035492, p. 1 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | P | August 12, 2026 | $1,001 - $15,000 | September 22, 2026 filing 20035492, p. 1 |
| AMD | Advanced Micro Devices, Inc. (AMD) ST | Spouse | P | July 14, 2026 | $1,001 - $15,000 | August 18, 2026 filing 20035260, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Spouse | P | July 14, 2026 | $1,001 - $15,000 | August 18, 2026 filing 20035260, p. 1 |
| AXP | American Express Company Common Stock (AXP) ST | Spouse | P | May 8, 2026 | $1,001 - $15,000 | June 16, 2026 filing 20034740, p. 1 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | P | May 8, 2026 | $1,001 - $15,000 | June 16, 2026 filing 20034740, p. 1 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | S | February 19, 2026 | $1,001 - $15,000 | March 11, 2026 filing 20034133, p. 1 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) ST | Spouse | P | February 19, 2026 | $1,001 - $15,000 | March 11, 2026 filing 20034133, p. 1 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | P | February 19, 2026 | $1,001 - $15,000 | March 11, 2026 filing 20034133, p. 1 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Spouse | S | December 12, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033751, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | S | September 12, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032204, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | S | August 19, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032052, p. 1 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | P | June 20, 2025 | $1,001 - $15,000 | July 15, 2025 filing 20030608, p. 1 |
| none | US Treasury Bill 912797MS3 DUE 10/02/25 GS | Member | P | May 16, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030502, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- September 22, 2026 Periodic transaction report (2026), filing 20035492 itemised above
- August 18, 2026 Periodic transaction report (2026), filing 20035260 itemised above
- August 11, 2026 Annual report (FD Original) (2025), filing 10074380 itemised above
- July 15, 2026 Periodic transaction report (2026), filing 20034945 itemised above
- June 16, 2026 Periodic transaction report (2026), filing 20034740 itemised above
- June 5, 2026 Periodic transaction report (2026), filing 20034473 itemised above
- May 4, 2026 Periodic transaction report (2026), filing 20034315 itemised above
- March 11, 2026 Periodic transaction report (2026), filing 20034133 itemised above
- February 17, 2026 Extension request (2025), filing 30026667
- February 17, 2026 Periodic transaction report (2026), filing 20033945 itemised above
- January 15, 2026 Periodic transaction report (2026), filing 20033751 itemised above
- December 9, 2025 Periodic transaction report (2025), filing 20033589 itemised above
- November 13, 2025 Periodic transaction report (2025), filing 20033415 itemised above
- October 7, 2025 Periodic transaction report (2025), filing 20032204 itemised above
- September 12, 2025 Periodic transaction report (2025), filing 20032052 itemised above
- August 11, 2025 Periodic transaction report (2025), filing 20030850 itemised above
- August 11, 2025 Annual report (FD Original) (2024), filing 10071878
- July 15, 2025 Periodic transaction report (2025), filing 20030608 itemised above
- June 18, 2025 Periodic transaction report (2025), filing 20030502 itemised above
- May 15, 2025 Periodic transaction report (2025), filing 20030316 itemised above
- May 9, 2025 Extension request (2024), filing 8220861
- March 12, 2025 Periodic transaction report (2025), filing 20027927 itemised above
- February 20, 2025 Periodic transaction report (2025), filing 20026727 itemised above
- January 16, 2025 Periodic transaction report (2025), filing 20026537 itemised above
- November 14, 2024 Periodic transaction report (2024), filing 20026191
- October 18, 2024 Periodic transaction report (2024), filing 20026031
- September 20, 2024 Periodic transaction report (2024), filing 20025875
- August 8, 2024 Periodic transaction report (2024), filing 20025601
- July 10, 2024 Periodic transaction report (2024), filing 20025411
- June 21, 2024 Periodic transaction report (2024), filing 20025287
- May 14, 2024 Periodic transaction report (2024), filing 20025031
- February 16, 2024 Periodic transaction report (2024), filing 20024458
- January 11, 2024 Periodic transaction report (2024), filing 20024277
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