Filed Oct 14, 2026 Original Filing
- Spouse sold AZO shares $15K–$50K Traded Sep 22, 2026
- Spouse sold COST shares $1K–$15K Traded Sep 18, 2026
Rick Allen's Stock Portfolio
44 stock and option positions, estimated from the 2025 annual disclosure (holdings on Dec 31, 2025) and 8 trade reports filed since. Newest activity first.
Updated . Latest filing disclosed . We check for new filings every morning.
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Ranked #22 of 30 in Congress
Questions
What stocks does Rick Allen own?
Based on Rick Allen's 2025 annual financial disclosure and 8 trade reports filed since, the largest estimated stock positions are SCHB (~11%), XLK (~5%), MAR (~5%), SCHD (~5%) and ABBV (~5%). These are estimates from disclosed value ranges, not exact holdings.
How often does Rick Allen trade?
Rick Allen filed 12 trade reports covering 35 trades in the 12 months to Oct 22, 2026; the most recent was filed Oct 14, 2026. Members of Congress must report each trade within 45 days.
What did Rick Allen trade most recently?
In a report filed Oct 14, 2026, Rick Allen disclosed that they sold AZO shares and COST shares (traded Sep 18–22, 2026).
Holdings
Returns are stock-price moves, prices as of Oct 21, 2026. Holdings from before Dec 31 are measured from that day's close because their purchase price isn't disclosed.
| Stock | Value on Dec 31 | Est. weight | Return | Since then |
|---|---|---|---|---|
| AMD shares | — | <1% | +0.8% since bought Jul 14 +14.1% since disclosed Aug 18 ≈ +$8 to +$130 gain | New: bought $1K–$15K, Jul 14 |
| AVGO shares | — | <1% | −13.2% since bought Jul 14 −11.1% since disclosed Aug 18 ≈ −$320 to −$4.8K loss | New: bought $2.0K–$30K, Jul 14 – Aug 12 |
| AXP shares | — | <1% | +2.4% since bought May 8 −5.0% since disclosed Jun 16 ≈ +$24 to +$360 gain | New: bought $1K–$15K, May 8 |
| KMI shares | — | <1% | +4.4% since bought Feb 19 +2.7% since disclosed Mar 11 ≈ +$44 to +$660 gain | New: bought $1K–$15K, Feb 19 |
| TSM shares | — | <1% | +19.8% since bought Feb 19 +21.8% since disclosed Mar 11 ≈ +$250 to +$3.8K gain | New: bought $3.0K–$45K, Feb 19 – Aug 12 |
| SCHB shares | $250K–$500K | ~11% | +13.2% since Dec 31 | |
| ABBV shares | $100K–$250K | ~5% | +24.6% since Dec 31 | |
| AMZN shares | $100K–$250K | ~5% | +13.7% since Dec 31 | |
| CB shares | $100K–$250K | ~5% | +13.7% since Dec 31 | |
| GOOGL shares | $100K–$250K | ~4% | +7.0% since Dec 31 | |
| IBTI shares | $100K–$250K | ~4% | −2.0% since Dec 31 | |
| MAR shares | $100K–$250K | ~5% | +30.2% since Dec 31 | |
| MSFT shares | $100K–$250K | ~5% | +10.2% since Dec 31 | |
| SCHD shares | $100K–$250K | ~5% | +26.4% since Dec 31 | |
| USMV shares | $100K–$250K | ~5% | +8.8% since Dec 31 | |
| WMT shares | $100K–$250K | ~4% | +5.7% since Dec 31 | |
| XLC shares | $100K–$250K | ~4% | −7.4% since Dec 31 | |
| XLF shares | $100K–$250K | ~4% | +2.3% since Dec 31 | |
| XLK shares | $100K–$250K | ~5% | +31.0% since Dec 31 | |
| AMGN shares | $50K–$100K | ~3% | +33.9% since Dec 31 | |
| DOV shares | $50K–$100K | ~2% | +2.4% since Dec 31 | |
| GPN shares | $50K–$100K | ~2% | +7.9% since Dec 31 | |
| QUAL shares | $50K–$100K | ~2% | +13.8% since Dec 31 | |
| SHW shares | $50K–$100K | ~2% | +4.1% since Dec 31 | |
| SNSXX shares | $50K–$100K | ~2% | +0.0% since Dec 31 | |
| XLV shares | $50K–$100K | ~2% | +15.6% since Dec 31 | |
| ATO shares | $15K–$50K | <1% | −0.4% since Dec 31 | |
| BAC shares | $15K–$50K | <1% | −7.7% since Dec 31 | |
| CTAS shares | $15K–$50K | <1% | +17.1% since Dec 31 | |
| DABS shares | $15K–$50K | <1% | −2.5% since Dec 31 | |
| DE shares | $15K–$50K | <1% | +36.7% since Dec 31 | |
| FERG shares | $15K–$50K | <1% | +2.4% since Dec 31 | |
| GSIE shares | $15K–$50K | <1% | +8.1% since Dec 31 | |
| HD shares | $15K–$50K | <1% | −8.7% since Dec 31 | |
| IBTG shares | $15K–$50K | <1% | −0.1% since Dec 31 | |
| IBTH shares | $15K–$50K | <1% | −0.7% since Dec 31 | |
| IBTJ shares | $15K–$50K | <1% | −3.1% since Dec 31 | |
| NPSRX shares | $15K–$50K | <1% | −4.9% since Dec 31 | |
| S shares | $15K–$50K | ~1% | +51.8% since Dec 31 | |
| SCHW shares | $15K–$50K | <1% | −8.3% since Dec 31 | |
| WM shares | $15K–$50K | <1% | +4.5% since Dec 31 | |
| XLY shares | $15K–$50K | <1% | −3.2% since Dec 31 | |
| CHD shares | $1K–$15K | <1% | +25.2% since Dec 31 | |
| XLP shares | $1K–$15K | <1% | +12.1% since Dec 31 |
Trades Reported
Filed Sep 22, 2026 Original Filing
- Spouse bought AVGO shares $1K–$15K Traded Aug 12, 2026
- Spouse sold ROL shares $15K–$50K Traded Aug 12, 2026
- Spouse bought TSM shares $1K–$15K Traded Aug 12, 2026
Filed Aug 18, 2026 Original Filing
- Spouse sold ABT shares $15K–$50K Traded Jul 14, 2026
- Spouse bought AMD shares $1K–$15K Traded Jul 14, 2026
- Spouse bought AVGO shares $1K–$15K Traded Jul 14, 2026
Filed Jul 15, 2026 Original Filing
- Spouse sold INTU shares $15K–$50K Traded Jun 10, 2026
Filed Jun 16, 2026 Original Filing
- Spouse sold ACN shares $15K–$50K Traded May 8, 2026
- Spouse bought AXP shares $1K–$15K Traded May 8, 2026
- Spouse bought TSM shares $1K–$15K Traded May 8, 2026
- Rick Allen bought US Treasury Note 4% DUE 5/31/30 (91282CNG2) $100K–$250K Traded May 19, 2026
Filed Jun 5, 2026 Original Filing
- Spouse sold ABT shares $15K–$50K Traded Apr 16, 2026
- Spouse sold AMP shares $50K–$100K Traded Apr 15, 2026
- Spouse sold INTU shares $15K–$50K Traded Apr 16, 2026
- Spouse sold PG shares $15K–$50K Traded Apr 16, 2026
- Spouse sold SPGI shares $15K–$50K Traded Apr 16, 2026
- Spouse sold US Treasury Note 3.75% DUE 12/31/28 (91282CJR3)) $100K–$250K Traded Apr 16, 2026
- Spouse sold US Treasury Note 4/375% DUE 12/15/26 (91282CJP7) $100K–$250K Traded Apr 16, 2026
Filed May 4, 2026 Original Filing
- Rick Allen bought US Treasury Note 3.5% DUE 1/3130 (91282CGJ4) $15K–$50K Traded Mar 24, 2026
Filed Mar 11, 2026 Original Filing
- Spouse sold INTU shares $1K–$15K Traded Feb 19, 2026
- Spouse sold INTU shares $15K–$50K Traded Feb 18, 2026
- Spouse bought KMI shares $1K–$15K Traded Feb 19, 2026
- Spouse bought TSM shares $1K–$15K Traded Feb 19, 2026
- Rick Allen bought US Treasury Note 4% DUE 7/31/29 (91282CLC3) $50K–$100K Traded Feb 18, 2026
Filed Feb 17, 2026 Original Filing
- Spouse sold AWK shares $50K–$100K Traded Jan 14, 2026
- Spouse sold PAYX shares $15K–$50K Traded Jan 14, 2026
- Spouse bought SPGI shares $15K–$50K Traded Jan 14, 2026
- Rick Allen bought US Treasury Note 3.5% DUE 01/31/28 (91282CGH8) $100K–$250K Traded Jan 26, 2026
Filed Jan 15, 2026 Original Filing
- Spouse bought FERG shares $15K–$50K Traded Dec 12, 2025
- Spouse sold Netflix, Inc. - Common Stock (NFLX $1K–$15K Traded Dec 12, 2025
Filed Dec 9, 2025 Original Filing
- Rick Allen bought US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) $50K–$100K Traded Nov 14, 2025
Filed Nov 13, 2025 Original Filing
- Spouse sold CHD shares $15K–$50K Traded Oct 10, 2025
- Rick Allen bought US Treasury Bill 91282CLP4 3.5% Due 9/30/26 $50K–$100K Traded Oct 10, 2025
Filed Oct 7, 2025 Original Filing
- Spouse sold ACN shares $1K–$15K Traded Sep 12, 2025
Filed Sep 12, 2025 Original Filing
- Spouse sold ACN shares $1K–$15K Traded Aug 19, 2025
- Spouse bought ATO shares $15K–$50K Traded Aug 19, 2025
- Rick Allen bought US Treasury Bill 91282CHB0 DUE 5/15/26 3.625% $100K–$250K Traded Aug 19, 2025
Filed Aug 11, 2025 Original Filing
- Spouse bought SCHW shares $15K–$50K Traded Jul 10, 2025
- Rick Allen bought US Treasury Bill 912797PD3 $50K–$100K Traded Jul 10, 2025
- Rick Allen bought US Treasury Bill 912797PV3 $50K–$100K Traded Jul 10, 2025
Filed Jul 15, 2025 Original Filing
- Spouse bought INT shares $1K–$15K Traded Jun 20, 2025
Filed Jun 18, 2025 Original Filing
- Spouse bought NFL shares $15K–$50K Traded May 16, 2025
- Spouse sold TMO shares $15K–$50K Traded May 16, 2025
- Rick Allen bought US Treasury Bill 912797MS3 DUE 10/02/25 $1K–$15K Traded May 16, 2025
Filed May 15, 2025 Original Filing
- Spouse sold TMO shares $15K–$50K Traded Apr 11, 2025
- Spouse sold US Treasury Bill - Due 12/31/2025 4.25% - 91282CJS1 $15K–$50K Traded Apr 15, 2025
- Spouse sold US Treasury Bill - Due 3/15/2027 4.25% - 91282CKE0 $50K–$100K Traded Apr 15, 2025
- Spouse sold US Treasury Bill - Due 5/15/26 3.625% - 91282CHB0 $100K–$250K Traded Apr 15, 2025
Filed Mar 12, 2025 Original Filing
- Spouse bought US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 $50K–$100K Traded Feb 26, 2025
Filed Feb 20, 2025 Original Filing
- Spouse bought AZO shares $15K–$50K Traded Jan 17, 2025
- Rick Allen sold some US Treasury Bill 912797JR9 $15K–$50K Traded Jan 8, 2025
- Rick Allen sold some US Treasury Bill 912797JR9 $15K–$50K Traded Jan 8, 2025
- Rick Allen bought US Treasury Bill 91282CHB0 $100K–$250K Traded Jan 27, 2025
- Rick Allen bought US Treasury Bill 91282CKE0 $100K–$250K Traded Jan 27, 2025
Filed Jan 16, 2025 Original Filing
- Spouse bought ROL shares $15K–$50K Traded Dec 12, 2024
- Spouse bought US TREASU NOTE 4.375% DUE 12/15/26 (91282CJP7) $100K–$250K Traded Dec 3, 2024
- Rick Allen bought US TREASURY BILL DUE 03/20/25 (912797KJ5) $15K–$50K Traded Dec 3, 2024
- Rick Allen bought US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1) $50K–$100K Traded Dec 3, 2024
How This Is Estimated
Members of Congress list what they hold once a year, as of Dec 31, on an annual financial disclosure. We start from Rick Allen's 2025 report (filed Aug 11, 2026) and apply every trade reported since: new buys add a position, full sales remove it, and exercised options move from options to shares.
Returns are price moves, not Rick Allen's actual profit: positions from before Dec 31, 2025 are measured from that day's close, new ones from the close on the day of the first buy and on the day it was disclosed. The dollar gain multiplies each buy's reported amount range by its price move. For options we show the stock's move; we don't have options prices, so there's no dollar figure. Dividends aren't included.
Weights are approximate. Each reported range is turned into one number using its geometric midpoint (√(low × high), so $5M–$25M counts as about $11.2M) because the ranges grow by multiples and the plain midpoint leans toward the top. Year-end holdings are then moved by their price change since Dec 31, 2025, and each trade since adds or subtracts its own midpoint. Options aren't weighted, since their value doesn't track the stock's.
It's an estimate, not a brokerage statement. Values are the ranges filed for Dec 31, 2025, not today's prices; trades are reported up to 45 days late; and a partial sale doesn't say how much is left. Options past their expiry date are left out. 37 other assets (real estate, private partnerships, bank accounts) aren't listed.
Based on public financial disclosures filed under the STOCK Act. GetMarketAlerts isn't affiliated with Rick Allen or Congress. Information only, not financial advice.