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Rick W. Allen RA

house, GA

Rick W. Allen

R
Neutral

73

Total Trades

32

Purchases

41

Sales

$341,500

Est. Net Sold

+14.7%

Buys Since Purchase

Purchase Performance vs. SPY

Purchases

+14.69%

$757,500 → $868,795

Same $ in SPY

+56.35%

$757,500 → $1,184,373

vs. SPY

-41.66%

purchases minus benchmark

Wins / Losses

18 / 14

32 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, Feb 20, 2020 to Oct 30, 2026.

Recent Trades

Date Asset Owner Type Details Amount Range Filed Since Buy PDF
Sep 22, 2026 AZO
AutoZone, Inc. Common Stock (AZO)
Spouse Sale Stock — $15K-$50K Oct 14, 2026 —
Sep 18, 2026 COST
Costco Wholesale Corporation - Common Stock (COST)
Spouse Sale Stock — $1K-$15K Oct 14, 2026 —
Aug 12, 2026 AVGO
Broadcom Inc. - Common Stock (AVGO)
Spouse Purchase Stock — $1K-$15K Sep 22, 2026 -21.6%
Aug 12, 2026 ROL
Rollins, Inc. Common Stock (ROL)
Spouse Sale Stock — $15K-$50K Sep 22, 2026 —
Aug 12, 2026 TSM
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Spouse Purchase Stock — $1K-$15K Sep 22, 2026 -5.4%
Jul 14, 2026 ABT
Abbott Laboratories Common Stock (ABT)
Spouse Sale Stock — $15K-$50K Aug 18, 2026 —
Jul 14, 2026 AVGO
Broadcom Inc. - Common Stock (AVGO)
Spouse Purchase Stock — $1K-$15K Aug 18, 2026 -16.2%
Jul 14, 2026 AMD
Advanced Micro Devices, Inc. (AMD)
Spouse Purchase Stock — $1K-$15K Aug 18, 2026 -7.9%
Jun 10, 2026 INTU
Intuit Inc. - Common Stock (INTU)
Spouse Sale Stock — $15K-$50K Jul 15, 2026 —
May 08, 2026 AXP
American Express Company Common Stock (AXP)
Spouse Purchase Stock — $1K-$15K Jun 16, 2026 +1.0%
May 08, 2026 ACN
Accenture plc Class A Ordinary Shares (ACN)
Spouse Sale Stock — $15K-$50K Jun 16, 2026 —
May 08, 2026 TSM
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Spouse Purchase Stock — $1K-$15K Jun 16, 2026 -1.3%
Apr 16, 2026 ABT
Abbott Laboratories Common Stock (ABT)
Spouse Sale Stock — $15K-$50K Jun 05, 2026 —
Apr 16, 2026 INTU
Intuit Inc. - Common Stock (INTU)
Spouse Sale Stock — $15K-$50K Jun 05, 2026 —
Apr 16, 2026 PG
Procter & Gamble Company (PG)
Spouse Sale Stock — $15K-$50K Jun 05, 2026 —
Apr 16, 2026 SPGI
S&P Global Inc. Common Stock (SPGI)
Spouse Sale Stock — $15K-$50K Jun 05, 2026 —
Apr 15, 2026 AMP
Ameriprise Financial, Inc. Common Stock (AMP)
Spouse Sale Stock — $50K-$100K Jun 05, 2026 —
Feb 19, 2026 KMI
Kinder Morgan, Inc. Common Stock (KMI)
Spouse Purchase Stock — $1K-$15K Mar 11, 2026 +4.1%
Feb 19, 2026 TSM
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Spouse Purchase Stock — $1K-$15K Mar 11, 2026 +12.7%
Feb 19, 2026 INTU Self Sale — $1K-$15K Mar 11, 2026 —

"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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