richard w. allen

House / Republican / Georgia

"Rick Allen is a U.S. Representative from Georgia, focusing on agriculture and education policy."

Net Worth Est.

$21.60 M

Trade volume

$8.72 M

Total trades

218

Last Traded

Apr. 15, 2025

Trades
Current Portfolio
Networth

Trade volume

Top Traded Sectors

Finance
44
Health technology
42
Retail trade
17
Producer manufacturing
17
Consumer services
15
Technology services
13
Consumer non-durables
9
Commercial services
7
Non-energy minerals
7
Process industries
7

Trade Volume$8.72 M

Total Trades$218

Ticker	Transaction	Transaction on	Description	Change Since Trade
- Us Treasury Bill Due	Sale $15,001 - $50,000	Apr 15, 2025 Reported on May 15, 2025	---	----
- Us Treasury Bill Due 5/15/26	Sale $100,001 - $250,000	Apr 15, 2025 Reported on May 15, 2025	---	----
- Us Treasury Bill Due 3/15/2027	Sale $50,001 - $100,000	Apr 15, 2025 Reported on May 15, 2025	---	----
TMO TMO Thermo Fisher Scientific	Sale $15,001 - $50,000	Apr 11, 2025 Reported on May 15, 2025	---	-10.93%
- Us Treasury Bill Due 12/15/26	Purchase $50,001 - $100,000	Feb 26, 2025 Reported on Mar 12, 2025	---	----
- Us Treasury Bill 91282Cke0 [Gs]	Purchase $100,001 - $250,000	Jan 27, 2025 Reported on Feb 20, 2025	---	----
- Us Treasury Bill 91282Chb0 [Gs]	Purchase $100,001 - $250,000	Jan 27, 2025 Reported on Feb 20, 2025	---	----
AZO AZO AutoZone	Purchase $15,001 - $50,000	Jan 17, 2025 Reported on Feb 20, 2025	---	11.65%
- Us Treasury Bill 912797Jr9 [Gs]	Sale (Partial) $15,001 - $50,000	Jan 08, 2025 Reported on Feb 20, 2025	---	----
- Us Treasury Bill 912797Jr9 [Gs]	Sale (Partial) $15,001 - $50,000	Jan 08, 2025 Reported on Feb 20, 2025	---	----
ROL ROL Rollins	Purchase $15,001 - $50,000	Dec 12, 2024 Reported on Jan 16, 2025	---	15.67%
- Us Treasury Note 4.25% Due	Purchase $50,001 - $100,000	Dec 03, 2024 Reported on Jan 16, 2025	---	----
- Us Treasu Note 4.375% Due	Purchase $100,001 - $250,000	Dec 03, 2024 Reported on Jan 16, 2025	---	----
- Us Treasury Bill Due 03/20/25	Purchase $15,001 - $50,000	Dec 03, 2024 Reported on Jan 16, 2025	---	----
- Us Treasury Bill 91282Cjr3 [Gs]	Purchase $100,001 - $250,000	Oct 09, 2024 Reported on Nov 14, 2024	---	----
- Us Treasury Bill 912797Hp5 [Gs]	Sale $100,001 - $250,000	Sep 13, 2024 Reported on Oct 18, 2024	---	----
SCHW SCHW Charles Schwab	Sale $15,001 - $50,000	Sep 12, 2024 Reported on Oct 18, 2024	---	44.09%
- Us Treasury Bill 912797Hp5 [Gs]	Sale $50,001 - $100,000	Aug 26, 2024 Reported on Sep 20, 2024	---	----
DE DE Deere	Sale $1,001 - $15,000	Aug 14, 2024 Reported on Sep 20, 2024	---	48.92%
JNJ JNJ Johnson & Johnson	Sale $15,001 - $50,000	Jul 16, 2024 Reported on Aug 08, 2024	---	0.91%
AZO AZO AutoZone	Purchase $15,001 - $50,000	Jul 16, 2024 Reported on Aug 08, 2024	---	20.75%
JNJ JNJ Johnson & Johnson	Sale $15,001 - $50,000	Jun 13, 2024 Reported on Jul 10, 2024	---	4.76%
SBUX SBUX Starbucks	Sale $15,001 - $50,000	May 20, 2024 Reported on Jun 21, 2024	---	18.12%
CTAS CTAS Cintas	Purchase $1,001 - $15,000	May 20, 2024 Reported on Jun 21, 2024	---	26.93%
AMP AMP Ameriprise Finl	Purchase $50,001 - $100,000	Apr 09, 2024 Reported on May 14, 2024	---	17.96%
BLK BLK BlackRock	Sale $50,001 - $100,000	Jan 17, 2024 Reported on Feb 16, 2024	---	23.08%
ALB ALB Albemarle	Sale $1,001 - $15,000	Dec 21, 2023 Reported on Jan 11, 2024	---	-58.96%
NEE NEE NextEra Energy	Sale $15,001 - $50,000	Dec 21, 2023 Reported on Jan 11, 2024	---	20.57%
ALB ALB Albemarle	Sale $1,001 - $15,000	Dec 21, 2023 Reported on Jan 11, 2024	---	-58.96%
SCHW SCHW Charles Schwab	Purchase $50,001 - $100,000	Dec 14, 2023 Reported on Jan 11, 2024	---	25.40%
- Us Treasury Bill 912797Gd3 [Gs]	Purchase $15,001 - $50,000	Nov 16, 2023 Reported on Dec 19, 2023	---	----
- Us Treasury Bill 912797Ll9 [Gs]	Purchase $15,001 - $50,000	Nov 16, 2023 Reported on Dec 19, 2023	---	----
- Us Treasury Bill 912797Fh5 [Gs]	Purchase $15,001 - $50,000	Nov 16, 2023 Reported on Dec 19, 2023	---	----
ATVI ATVI Activision Blizzard, Inc. Com	Sale $15,001 - $50,000	Oct 13, 2023 Reported on Nov 16, 2023	Cash Merger No Longer Publicly Traded Company	----
ATVI ATVI Activision Blizzard, Inc. Com	Sale $1,001 - $15,000	Oct 13, 2023 Reported on Nov 16, 2023	Cash Merger No Longer Publicly Traded Company	----
- Us Treasury Note Due 3/21/24	Purchase $50,001 - $100,000	Sep 26, 2023 Reported on Oct 05, 2023	---	----
- Us Treasury Note Due 12/31/23	Purchase $15,001 - $50,000	Sep 26, 2023 Reported on Oct 05, 2023	---	----
- The Charles Schwab Corporation	Purchase $15,001 - $50,000	Aug 31, 2023 Reported on Sep 08, 2023	---	----
ATVI ATVI Activision Blizzard	Purchase $1,001 - $15,000	Apr 20, 2023 Reported on Jun 02, 2023	---	----
SSB SSB SouthState	Sale $100,001 - $250,000	Mar 27, 2023 Reported on Jun 02, 2023	---	16.66%
ACN ACN Accenture	Sale $50,001 - $100,000	Mar 14, 2023 Reported on Aug 10, 2023	---	23.59%
PFE PFE Pfizer	Sale $15,001 - $50,000	Mar 14, 2023 Reported on Aug 10, 2023	---	-39.85%
SSB SSB SouthState	Sale $50,001 - $100,000	Mar 09, 2023 Reported on Aug 10, 2023	---	13.84%
SSB SSB SouthState	Sale $50,001 - $100,000	Jan 13, 2023 Reported on Aug 10, 2023	---	3.88%
CB CB Chubb	Purchase $15,001 - $50,000	Aug 18, 2022 Reported on Aug 10, 2023	---	40.21%
AMGN AMGN Amgen	Purchase $15,001 - $50,000	Aug 18, 2022 Reported on Aug 10, 2023	---	16.16%
DIS DIS Walt Disney	Sale $15,001 - $50,000	Aug 15, 2022 Reported on Sep 10, 2022	---	-4.93%
DIS DIS Walt Disney	Sale $15,001 - $50,000	Aug 11, 2022 Reported on Aug 10, 2023	---	0.37%
SSB SSB SouthState	Sale $50,001 - $100,000	May 05, 2022 Reported on Aug 10, 2023	---	8.32%
SSB SSB SouthState	Sale $50,001 - $100,000	Apr 04, 2022 Reported on Aug 10, 2023	---	6.09%
DIS DIS Walt Disney	Purchase $15,001 - $50,000	Mar 14, 2022 Reported on Aug 10, 2023	---	-8.45%
TMO TMO Thermo Fisher Scientific	Purchase $15,001 - $50,000	Mar 10, 2022 Reported on Aug 10, 2023	---	-27.49%
SSB SSB SouthState	Sale $50,001 - $100,000	Feb 16, 2022 Reported on Aug 10, 2023	---	-5.41%
ATVI ATVI Activision Blizzard	Purchase $1,001 - $15,000	Feb 10, 2022 Reported on Mar 09, 2022	---	----
DIS DIS Walt Disney	Sale (Partial) $15,001 - $50,000	Feb 10, 2022 Reported on Aug 10, 2023	---	-22.36%
ATVI ATVI Activision Blizzard	Purchase $1,001 - $15,000	Feb 10, 2022 Reported on Mar 09, 2022	---	----
SSB SSB SouthState	Sale $50,001 - $100,000	Feb 09, 2022 Reported on Aug 10, 2023	---	-3.13%
DIS DIS Walt Disney	Sale $1,001 - $15,000	Jan 25, 2022 Reported on Aug 10, 2023	---	-13.46%
SBUX SBUX Starbucks	Sale $15,001 - $50,000	Jan 25, 2022 Reported on Feb 13, 2022	---	-5.59%
DIS DIS Walt Disney	Sale $1,001 - $15,000	Jan 25, 2022 Reported on Feb 13, 2022	---	-13.46%
PSDTX PSDTX Putnam Ultra Short Duration	Sale $50,001 - $100,000	Jan 25, 2022 Reported on Feb 13, 2022	---	----
SBUX SBUX Starbucks	Sale $1,001 - $15,000	Jan 25, 2022 Reported on Aug 10, 2023	---	-5.59%
PSDTX PSDTX Putnam Ultra Short Duration	Sale $50,001 - $100,000	Jan 25, 2022 Reported on Aug 10, 2023	---	----
SSB SSB SouthState	Sale $50,001 - $100,000	Jan 18, 2022 Reported on Aug 10, 2023	---	-3.11%
WM WM Waste Management	Purchase $15,001 - $50,000	Jan 13, 2022 Reported on Aug 10, 2023	---	48.81%
SSB SSB SouthState	Sale $50,001 - $100,000	Jan 13, 2022 Reported on Aug 10, 2023	---	-6.94%
PYPL PYPL PayPal Holdings	Sale $15,001 - $50,000	Oct 22, 2021 Reported on Aug 10, 2023	---	-70.60%
PYPL PYPL PayPal Holdings	Sale $1,001 - $15,000	Oct 22, 2021 Reported on Aug 10, 2023	---	-70.60%
PYPL PYPL PayPal Holdings	Sale $1,001 - $15,000	Oct 22, 2021 Reported on Nov 10, 2021	---	-70.60%
FCX FCX Freeport-McMoRan	Sale $15,001 - $50,000	Oct 07, 2021 Reported on Aug 10, 2023	---	20.54%
FCX FCX Freeport-McMoRan	Sale $1,001 - $15,000	Oct 04, 2021 Reported on Aug 10, 2023	---	26.48%
FCX FCX Freeport-McMoRan	Sale $1,001 - $15,000	Oct 04, 2021 Reported on Nov 10, 2021	---	26.48%
SSB SSB SouthState	Sale $100,001 - $250,000	Sep 28, 2021 Reported on Aug 10, 2023	---	14.70%
PYPL PYPL PayPal Holdings	Purchase $15,001 - $50,000	Jul 15, 2021 Reported on Aug 10, 2023	---	-76.17%
PFE PFE Pfizer	Purchase $15,001 - $50,000	Jul 15, 2021 Reported on Aug 10, 2023	---	-40.13%
DOV DOV Dover	Purchase $15,001 - $50,000	Jun 15, 2021 Reported on Nov 08, 2021	---	16.32%
DOV DOV Dover	Purchase $15,001 - $50,000	Jun 15, 2021 Reported on Aug 10, 2023	---	16.32%
SSB SSB SouthState	Sale $15,001 - $50,000	Jun 09, 2021 Reported on Aug 10, 2023	---	-1.98%
SSB SSB SouthState	Sale (Partial) $15,001 - $50,000	May 13, 2021 Reported on Aug 10, 2023	---	-4.44%
ACN ACN Accenture	Purchase $50,001 - $100,000	May 13, 2021 Reported on Jun 12, 2021	---	9.36%
ACN ACN Accenture	Purchase $50,001 - $100,000	May 13, 2021 Reported on Aug 10, 2023	---	9.36%
SSB SSB SouthState	Sale $15,001 - $50,000	May 13, 2021 Reported on Jun 12, 2021	---	-4.44%
ALB ALB Albemarle	Purchase $15,001 - $50,000	May 04, 2021 Reported on Aug 10, 2023	---	-63.18%
ALB ALB Albemarle	Purchase $15,001 - $50,000	May 04, 2021 Reported on Jun 12, 2021	---	-63.18%
JNJ JNJ Johnson & Johnson	Purchase $15,001 - $50,000	May 04, 2021 Reported on Aug 10, 2023	---	-9.17%
JNJ JNJ Johnson & Johnson	Purchase $15,001 - $50,000	May 04, 2021 Reported on Jun 12, 2021	---	-9.17%
TMO TMO Thermo Fisher Scientific	Sale (Partial) $15,001 - $50,000	Apr 12, 2021 Reported on Aug 10, 2023	---	-18.01%
TMO TMO Thermo Fisher Scientific	Sale (Partial) $15,001 - $50,000	Apr 12, 2021 Reported on May 09, 2021	---	-18.01%
CHD CHD Church & Dwight Co	Sale $15,001 - $50,000	Mar 10, 2021 Reported on Aug 10, 2023	---	18.50%
TMO TMO Thermo Fisher Scientific	Purchase $15,001 - $50,000	Mar 10, 2021 Reported on Apr 06, 2021	---	-11.52%
DIS DIS Walt Disney	Purchase $15,001 - $50,000	Mar 10, 2021 Reported on Apr 06, 2021	---	-39.44%
MRK MRK Merck & Co	Sale $15,001 - $50,000	Mar 10, 2021 Reported on Aug 10, 2023	---	9.81%
CHD CHD Church & Dwight Co	Sale $15,001 - $50,000	Mar 10, 2021 Reported on Apr 06, 2021	---	18.50%
MRK MRK Merck & Co	Sale $15,001 - $50,000	Mar 10, 2021 Reported on Apr 06, 2021	---	9.81%
TMO TMO Thermo Fisher Scientific	Purchase $15,001 - $50,000	Mar 10, 2021 Reported on Aug 10, 2023	---	-11.52%
NEE NEE NextEra Energy	Purchase $1,001 - $15,000	Mar 10, 2021 Reported on Apr 06, 2021	---	-3.49%
NEE NEE NextEra Energy	Purchase $1,001 - $15,000	Mar 10, 2021 Reported on Aug 10, 2023	---	-3.49%
DIS DIS Walt Disney	Purchase $15,001 - $50,000	Mar 10, 2021 Reported on Aug 10, 2023	---	-39.44%
DE DE Deere	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Aug 10, 2023	---	49.84%
FCX FCX Freeport-McMoRan	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Mar 14, 2021	---	22.00%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Mar 14, 2021	---	-15.22%
DE DE Deere	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Mar 14, 2021	---	49.84%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Aug 10, 2023	---	-15.22%
FCX FCX Freeport-McMoRan	Purchase $1,001 - $15,000	Feb 26, 2021 Reported on Aug 10, 2023	---	22.00%
SSB SSB SouthState	Sale $15,001 - $50,000	Feb 18, 2021 Reported on Mar 14, 2021	---	6.43%
SSB SSB SouthState	Sale (Partial) $15,001 - $50,000	Feb 18, 2021 Reported on Aug 10, 2023	---	6.43%
FCX FCX Freeport-McMoRan	Purchase $15,001 - $50,000	Feb 10, 2021 Reported on Aug 10, 2023	---	32.43%
FCX FCX Freeport-McMoRan	Purchase $15,001 - $50,000	Feb 10, 2021 Reported on Mar 14, 2021	---	32.43%
ALB ALB Albemarle	Purchase $1,001 - $15,000	Feb 10, 2021 Reported on Aug 10, 2023	---	-61.75%
PYPL PYPL PayPal Holdings	Purchase $1,001 - $15,000	Feb 10, 2021 Reported on Mar 14, 2021	---	-75.04%
ALB ALB Albemarle	Purchase $1,001 - $15,000	Feb 10, 2021 Reported on Mar 14, 2021	---	-61.75%
SSB SSB SouthState	Sale (Partial) $15,001 - $50,000	Feb 10, 2021 Reported on Aug 10, 2023	---	6.55%
DE DE Deere	Purchase $15,001 - $50,000	Feb 10, 2021 Reported on Mar 14, 2021	---	66.79%
VZ VZ Verizon Communications	Sale $1,001 - $15,000	Feb 10, 2021 Reported on Aug 10, 2023	---	-23.85%
VZ VZ Verizon Communications	Sale $1,001 - $15,000	Feb 10, 2021 Reported on Mar 14, 2021	---	-23.85%
DE DE Deere	Purchase $15,001 - $50,000	Feb 10, 2021 Reported on Aug 10, 2023	---	66.79%
PYPL PYPL PayPal Holdings	Purchase $1,001 - $15,000	Feb 10, 2021 Reported on Aug 10, 2023	---	-75.04%
SSB SSB SouthState	Sale $15,001 - $50,000	Feb 10, 2021 Reported on Mar 14, 2021	---	6.55%
VZ VZ Verizon Communications	Sale $50,001 - $100,000	Jan 26, 2021 Reported on Aug 10, 2023	---	-26.02%
TMO TMO Thermo Fisher Scientific	Purchase $15,001 - $50,000	Jan 25, 2021 Reported on Aug 10, 2023	---	-24.78%
PYPL PYPL PayPal Holdings	Purchase $15,001 - $50,000	Jan 25, 2021 Reported on Aug 10, 2023	---	-71.48%
KMB KMB Kimberly-Clark	Sale $1,001 - $15,000	Jan 25, 2021 Reported on Aug 10, 2023	---	-5.55%
KMB KMB Kimberly-Clark	Sale $15,001 - $50,000	Jan 25, 2021 Reported on Aug 10, 2023	---	-5.55%
CHD CHD Church & Dwight Co	Purchase $15,001 - $50,000	Jan 25, 2021 Reported on Aug 10, 2023	---	10.38%
DIS DIS Walt Disney	Purchase $15,001 - $50,000	Jan 25, 2021 Reported on Aug 10, 2023	---	-31.28%
SSB SSB SouthState	Sale $50,001 - $100,000	Jan 13, 2021 Reported on Aug 10, 2023	---	6.80%
D D Dominion Energy	Sale $15,001 - $50,000	Dec 15, 2020 Reported on Jan 13, 2021	---	-28.76%
D D Dominion Energy	Sale $15,001 - $50,000	Dec 15, 2020 Reported on Aug 10, 2023	---	-28.76%
D D Dominion Energy	Sale $15,001 - $50,000	Dec 15, 2020 Reported on Aug 10, 2023	---	-28.76%
SSB SSB SouthState	Sale $15,001 - $50,000	Nov 16, 2020 Reported on Aug 10, 2023	---	19.48%
CB CB Chubb	Purchase $15,001 - $50,000	Nov 16, 2020 Reported on Aug 10, 2023	---	87.50%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Nov 16, 2020 Reported on Aug 10, 2023	---	-6.33%
ABBV ABBV AbbVie	Purchase $15,001 - $50,000	Nov 16, 2020 Reported on Aug 10, 2023	---	88.57%
NEE NEE NextEra Energy	Purchase $15,001 - $50,000	Sep 25, 2020 Reported on Oct 06, 2020	---	1.99%
NEE NEE NextEra Energy	Purchase $15,001 - $50,000	Sep 25, 2020 Reported on Aug 10, 2023	---	1.99%
MRK MRK Merck & Co	Purchase $15,001 - $50,000	Jul 02, 2020 Reported on Aug 18, 2020	---	4.21%
SBUX SBUX Starbucks	Sale $1,001 - $15,000	Jul 02, 2020 Reported on Aug 10, 2023	---	24.14%
MRK MRK Merck & Co	Purchase $15,001 - $50,000	Jul 02, 2020 Reported on Aug 10, 2023	---	4.21%
SBUX SBUX Starbucks	Sale $1,001 - $15,000	Jul 02, 2020 Reported on Aug 18, 2020	---	24.14%
CB CB Chubb	Purchase $15,001 - $50,000	Jul 02, 2020 Reported on Aug 10, 2023	---	126.01%
CB CB Chubb	Purchase $15,001 - $50,000	Jul 02, 2020 Reported on Aug 18, 2020	---	126.01%
DOV DOV Dover	Purchase $15,001 - $50,000	Jun 16, 2020 Reported on Oct 20, 2021	---	78.89%
DOV DOV Dover	Purchase $15,001 - $50,000	Jun 15, 2020 Reported on Aug 10, 2023	---	80.85%
DOV DOV Dover	Purchase $15,001 - $50,000	Jun 15, 2020 Reported on Aug 10, 2023	---	80.85%
HD HD Home Depot	Purchase $15,001 - $50,000	May 14, 2020 Reported on Aug 10, 2023	---	48.75%
DOV DOV Dover	Sale $15,001 - $50,000	May 14, 2020 Reported on Aug 10, 2023	---	105.97%
MMM MMM 3M	Sale $1,001 - $15,000	May 14, 2020 Reported on Aug 10, 2023	---	25.08%
MMM MMM 3M	Sale $1,001 - $15,000	May 14, 2020 Reported on Nov 08, 2021	---	25.08%
HD HD Home Depot	Purchase $1,001 - $15,000	May 14, 2020 Reported on Nov 08, 2021	---	48.75%
HD HD Home Depot	Purchase $1,001 - $15,000	May 14, 2020 Reported on Aug 10, 2023	---	48.75%
MMM MMM 3M	Sale $15,001 - $50,000	May 14, 2020 Reported on Aug 10, 2023	---	25.08%
MAR MAR Marriott Intl	Purchase $15,001 - $50,000	May 14, 2020 Reported on Aug 10, 2023	---	223.28%
DOV DOV Dover	Sale $15,001 - $50,000	May 14, 2020 Reported on Aug 10, 2023	---	105.97%
ABBV ABBV AbbVie	Purchase $15,001 - $50,000	May 12, 2020 Reported on Aug 10, 2023	---	105.04%
NEE NEE NextEra Energy	Purchase $15,001 - $50,000	Apr 17, 2020 Reported on Aug 10, 2023	---	16.72%
PG PG Procter & Gamble	Purchase $15,001 - $50,000	Apr 17, 2020 Reported on Aug 10, 2023	---	27.13%
TFC TFC Truist Financial	Sale $15,001 - $50,000	Apr 15, 2020 Reported on Nov 08, 2021	---	24.66%
PSX PSX Phillips 66	Sale $15,001 - $50,000	Apr 15, 2020 Reported on Aug 10, 2023	---	120.54%
SSB SSB SouthState	Sale $100,001 - $250,000	Apr 15, 2020 Reported on Aug 10, 2023	---	63.68%
DIS DIS Walt Disney	Sale $15,001 - $50,000	Apr 15, 2020 Reported on Aug 10, 2023	---	14.28%
TFC TFC Truist Finl	Sale $15,001 - $50,000	Apr 15, 2020 Reported on Aug 10, 2023	---	24.66%
PAYX PAYX Paychex	Sale $15,001 - $50,000	Apr 15, 2020 Reported on Aug 10, 2023	---	135.04%
SSB SSB SouthState	Sale $15,001 - $50,000	Mar 16, 2020 Reported on Aug 10, 2023	---	55.01%
INTU INTU Intuit	Purchase $15,001 - $50,000	Feb 28, 2020 Reported on Aug 10, 2023	---	187.72%
GOOGL GOOGL Alphabet	Purchase $1,001 - $15,000	Feb 28, 2020 Reported on Jul 20, 2020	---	162.76%
SBUX SBUX Starbucks	Purchase $15,001 - $50,000	Feb 28, 2020 Reported on Aug 10, 2023	---	16.78%
GOOGL GOOGL Alphabet	Purchase $15,001 - $50,000	Feb 28, 2020 Reported on Aug 10, 2023	---	162.76%
PSX PSX Phillips 66	Purchase $15,001 - $50,000	Feb 21, 2020 Reported on Aug 10, 2023	---	39.54%
SSB SSB SouthState	Sale (Partial) $50,001 - $100,000	Feb 21, 2020 Reported on Aug 10, 2023	---	9.39%
SSB SSB SouthState	Sale $50,001 - $100,000	Feb 21, 2020 Reported on Jul 20, 2020	---	9.39%
RDS.B RDS.B Royal Dutch Shell Plc Royal	Sale $15,001 - $50,000	Feb 21, 2020 Reported on Jul 20, 2020	---	----
RDS.B RDS.B Royal Dutch Shell Plc Royal	Sale $15,001 - $50,000	Feb 21, 2020 Reported on Aug 10, 2023	---	----
WMT WMT Walmart	Purchase $1,001 - $15,000	Feb 20, 2020 Reported on Nov 08, 2021	---	140.25%
UTX UTX United Technologies Corporation	Sale $1,001 - $15,000	Dec 27, 2019 Reported on Nov 08, 2021	---	----
GOOGL GOOGL Alphabet	Purchase $15,001 - $50,000	Dec 27, 2019 Reported on Aug 10, 2023	---	159.77%
TSS TSS Total System Services, Inc.	Sale $15,001 - $50,000	Dec 27, 2019 Reported on Nov 08, 2021	---	----
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Dec 27, 2019 Reported on Aug 10, 2023	---	3.93%
CAE CAE CAE	Sale $1,001 - $15,000	Oct 31, 2019 Reported on Aug 10, 2023	---	6.50%
ACN ACN Accenture	Sale $15,001 - $50,000	Oct 17, 2019 Reported on Aug 10, 2023	---	67.72%
INTU INTU Intuit	Sale $50,001 - $100,000	Oct 17, 2019 Reported on Aug 10, 2023	---	186.98%
MAR MAR Marriott Intl	Sale $15,001 - $50,000	Oct 17, 2019 Reported on Aug 10, 2023	---	112.49%
JNJ JNJ Johnson & Johnson	Purchase $1,001 - $15,000	Oct 02, 2019 Reported on Aug 10, 2023	---	15.44%
AMGN AMGN Amgen	Purchase $15,001 - $50,000	Sep 27, 2019 Reported on Aug 10, 2023	---	48.79%
ABT ABT Abbott Laboratories	Purchase $15,001 - $50,000	Sep 27, 2019 Reported on Aug 10, 2023	---	61.63%
ACN ACN Accenture	Purchase $15,001 - $50,000	Sep 27, 2019 Reported on Aug 10, 2023	---	63.04%
DIS DIS Walt Disney	Purchase $15,001 - $50,000	Sep 27, 2019 Reported on Aug 10, 2023	---	-9.10%
BLK BLK BlackRock	Purchase $15,001 - $50,000	Sep 24, 2019 Reported on Aug 10, 2023	---	119.21%
DOV DOV Dover	Purchase $15,001 - $50,000	Sep 17, 2019 Reported on Aug 10, 2023	---	78.36%
ABT ABT Abbott Laboratories	Purchase $15,001 - $50,000	Sep 13, 2019 Reported on Aug 10, 2023	---	56.97%
SSB SSB SouthState	Sale $15,001 - $50,000	Sep 12, 2019 Reported on Aug 10, 2023	---	9.77%
COST COST Costco Wholesale	Purchase $15,001 - $50,000	Sep 10, 2019 Reported on Aug 10, 2023	---	229.20%
SHW SHW Sherwin-Williams	Purchase $50,001 - $100,000	Sep 10, 2019 Reported on Aug 10, 2023	---	90.35%
KMB KMB Kimberly-Clark	Purchase $15,001 - $50,000	Sep 10, 2019 Reported on Aug 10, 2023	---	-1.69%
SSB SSB SouthState	Sale $15,001 - $50,000	Sep 10, 2019 Reported on Aug 10, 2023	---	13.30%
AMZN AMZN Amazon.com	Purchase $15,001 - $50,000	Sep 10, 2019 Reported on Aug 10, 2023	---	135.99%
AWK AWK American Water Works	Purchase $15,001 - $50,000	Sep 10, 2019 Reported on Aug 10, 2023	---	16.63%
INTU INTU Intuit	Purchase $50,001 - $100,000	Aug 29, 2019 Reported on Aug 10, 2023	---	166.57%
RDS.B RDS.B Royal Dutch Shell Plc Royal	Purchase $50,001 - $100,000	Aug 29, 2019 Reported on Aug 10, 2023	---	----
AMGN AMGN Amgen	Purchase $15,001 - $50,000	Aug 29, 2019 Reported on Aug 10, 2023	---	40.13%
VZ VZ Verizon Communications	Purchase $50,001 - $100,000	Aug 29, 2019 Reported on Aug 10, 2023	---	-27.77%
ACN ACN Accenture	Purchase $15,001 - $50,000	Aug 28, 2019 Reported on Aug 10, 2023	---	58.52%
PAYX PAYX Paychex	Purchase $15,001 - $50,000	Aug 27, 2019 Reported on Aug 10, 2023	---	89.09%
MSFT MSFT Microsoft	Purchase $15,001 - $50,000	Aug 27, 2019 Reported on Aug 10, 2023	---	252.17%
MAR MAR Marriott Intl	Purchase $15,001 - $50,000	Aug 22, 2019 Reported on Aug 10, 2023	---	99.86%
WMT WMT Walmart	Purchase $15,001 - $50,000	Aug 22, 2019 Reported on Aug 10, 2023	---	152.66%
MMM MMM 3M	Purchase $15,001 - $50,000	Aug 22, 2019 Reported on Aug 10, 2023	---	5.73%
MMM MMM 3M	Purchase $15,001 - $50,000	Jun 19, 2019 Reported on Aug 10, 2023	---	-0.39%
BBT BBT Bb&T Corporation	Sale (Partial) $15,001 - $50,000	Jun 19, 2019 Reported on Aug 10, 2023	---	----
KMB KMB Kimberly-Clark	Purchase $1,001 - $15,000	Jun 07, 2019 Reported on Aug 10, 2023	---	-4.43%
SSB SSB SouthState	Sale $15,001 - $50,000	May 22, 2019 Reported on Aug 10, 2023	---	20.68%
MMM MMM 3M	Sale $1,001 - $15,000	May 17, 2019 Reported on Aug 10, 2023	---	0.59%
DOV DOV Dover	Purchase $15,001 - $50,000	May 15, 2019 Reported on Aug 10, 2023	---	83.00%
CCL CCL Carnival	Sale $1,001 - $15,000	Apr 11, 2019 Reported on Aug 10, 2023	---	-55.63%
CAE CAE CAE	Purchase $1,001 - $15,000	Apr 09, 2019 Reported on Aug 10, 2023	---	18.39%
FDX FDX FedEx	Sale $1,001 - $15,000	Apr 09, 2019 Reported on Aug 10, 2023	---	17.15%
SSB SSB SouthState	Sale $15,001 - $50,000	Feb 07, 2019 Reported on Aug 10, 2023	---	26.87%
UTX UTX United Technologies Corporation	Sale $1,001 - $15,000	Jan 25, 2019 Reported on Aug 10, 2023	---	----
TEL TEL TE Connectivity	Sale $1,001 - $15,000	Nov 20, 2018 Reported on Aug 10, 2023	---	121.25%
WMT WMT Walmart	Purchase $1,001 - $15,000	Jun 28, 2018 Reported on Aug 10, 2023	---	229.32%
BAYZF BAYZF Bayer	Sale $1,001 - $15,000	Jun 07, 2018 Reported on Aug 10, 2023	Cash Merger With Mandatory Sale Of Monsanto Stock Previously Owned - Listed	-73.24%
PAYX PAYX Paychex	Purchase $1,001 - $15,000	May 23, 2018 Reported on Aug 10, 2023	---	132.61%
WMT WMT Walmart	Sale $1,001 - $15,000	May 23, 2018 Reported on Aug 10, 2023	---	240.62%
BBT BBT Bb&T Corporation	Sale (Partial) $15,001 - $50,000	Apr 27, 2018 Reported on Aug 10, 2023	---	----
DOV DOV Dover	Sale $15,001 - $50,000	Apr 11, 2018 Reported on Aug 10, 2023	---	136.07%
CI CI Cigna Group	Sale $15,001 - $50,000	Feb 07, 2018 Reported on Aug 10, 2023	---	59.90%
CCL CCL Carnival	Purchase $1,001 - $15,000	Jan 29, 2018 Reported on Aug 10, 2023	---	-67.64%
PG PG Procter & Gamble	Sale $1,001 - $15,000	Jan 29, 2018 Reported on Aug 10, 2023	---	82.50%
WMT WMT Walmart	Purchase $1,001 - $15,000	Jan 25, 2018 Reported on Aug 10, 2023	---	165.24%
MRK MRK Merck & Co	Sale $1,001 - $15,000	Nov 30, 2017 Reported on Aug 10, 2023	---	48.53%
TEL TEL TE Connectivity	Purchase $1,001 - $15,000	Nov 30, 2017 Reported on Aug 10, 2023	---	73.30%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Nov 30, 2017 Reported on Aug 10, 2023	---	12.70%
GE GE General Electric	Sale $1,001 - $15,000	May 16, 2017 Reported on Aug 10, 2023	---	75.68%
FDX FDX FedEx	Purchase $1,001 - $15,000	May 16, 2017 Reported on Aug 10, 2023	---	14.62%
COST COST Costco Wholesale	Purchase $15,001 - $50,000	Apr 27, 2017 Reported on Aug 10, 2023	---	450.98%
XOM XOM Exxon Mobil	Sale $1,001 - $15,000	Apr 27, 2017 Reported on Aug 10, 2023	---	40.29%
BBT BBT Bb&T Corporation	Sale (Partial) $15,001 - $50,000	Mar 23, 2017 Reported on Aug 10, 2023	---	----
BBT BBT Bb&T Corporation	Sale $1,001 - $15,000	Mar 23, 2017 Reported on Aug 10, 2023	---	----
O O Realty Income	Sale $15,001 - $50,000	Feb 13, 2017 Reported on Aug 10, 2023	---	-3.59%

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richard w. allen

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