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Rick W. Allen RA

house, GA

Rick W. Allen

R
Bearish

33

Total Trades

13

Purchases

20

Sales

$172,000

Est. Net Sold

-11.9%

Buys Since Purchase

Purchase Performance vs. SPY

Purchases

-11.94%

$342,500 → $301,603

Same $ in SPY

+28.41%

$342,500 → $439,797

vs. SPY

-40.35%

purchases minus benchmark

Wins / Losses

3 / 10

13 priced purchases

Purchases vs. the same dollars in SPY

Allen's purchases Same $ in SPY

Each purchase buys its disclosed-range midpoint at the close on the purchase date (or the strike for exercised options); the SPY line buys the same dollars of SPY that day. Both lines are percent gain on dollars invested to date, Apr 9, 2024 to Sep 18, 2026.

Recent Trades

Date Asset Owner Type Details Amount Range Filed Since Buy PDF
May 08, 2026 AXP Self Purchase $1K-$15K Jun 16, 2026 -1.4%
Apr 16, 2026 INTU Self Sale $15K-$50K Jun 05, 2026
Apr 15, 2026 AMP Self Sale $50K-$100K Jun 05, 2026
Feb 19, 2026 KMI Self Purchase $1K-$15K Mar 11, 2026 -2.2%
Feb 19, 2026 TSM Self Purchase $1K-$15K Mar 11, 2026 +20.6%
Feb 19, 2026 INTU Self Sale $1K-$15K Mar 11, 2026
Feb 19, 2026 INTU Self Sale $1K-$15K Mar 11, 2026
Feb 18, 2026 INTU Self Sale $15K-$50K Mar 11, 2026
Feb 18, 2026 INTU Self Sale $15K-$50K Mar 11, 2026
Jan 14, 2026 AWK Self Sale $50K-$100K Feb 17, 2026
Jan 14, 2026 PAYX Self Sale $15K-$50K Feb 17, 2026
Jan 14, 2026 SPGI Self Purchase $15K-$50K Feb 17, 2026 -25.6%
Dec 12, 2025 NFLX Self Sale $1K-$15K Jan 15, 2026
Oct 10, 2025 CHD Self Sale $15K-$50K Nov 13, 2025
Sep 12, 2025 ACN Self Sale $1K-$15K Oct 07, 2025
Sep 12, 2025 ACN Self Sale $1K-$15K Oct 07, 2025
Aug 19, 2025 ACN Self Sale $1K-$15K Sep 12, 2025
Aug 19, 2025 ATO Self Purchase $15K-$50K Sep 12, 2025 -3.3%
Jul 10, 2025 SCHW Self Purchase $15K-$50K Aug 11, 2025 +13.1%
Jun 20, 2025 INTU Self Purchase $1K-$15K Jul 15, 2025 -60.2%

"Since Buy" is the stock's move from the close on the reported purchase date (or the strike, for exercised options) to the latest close, refreshed nightly. Option purchases are scored on the underlying stock's move as if shares had been bought that day. Sales are not scored. Hover a detail cell to read the filing's own description of the transaction.

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