Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| INTU | Sell | Intuit Inc. | Jun 10, 2026 |
| MUNI | Buy | US Treasury Note 4% DUE 5/31 | May 19, 2026 |
| ACN | Sell | Accenture plc Class A Ordina | May 8, 2026 |
| AXP | Buy | American Express Company Com | May 8, 2026 |
| TSM | Buy | Taiwan Semiconductor Manufac | May 8, 2026 |
| MUNI | Sell | US Treasury Note 4/375% DUE | Apr 16, 2026 |
| ABT | Sell | Abbott Laboratories Common S | Apr 16, 2026 |
| INTU | Sell | Intuit Inc. | Apr 16, 2026 |
| PG | Sell | Procter & Gamble Company [R. | Apr 16, 2026 |
| SPGI | Sell | S&P Global Inc. Common Stock | Apr 16, 2026 |
Richard W. Allen is a United States Representative from GA affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 299 disclosed stock trades from Richard W. Allen, filed under the STOCK Act. The portfolio compounds at 5.3% annualized — 0.1% above the S&P 500 benchmark over the same period, with a 57% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Richard W. Allen (R-GA) has disclosed 299 trades under the STOCK Act; portfolio CAGR of 5.3% (+0.1% vs. the S&P 500); top tickers traded: TREAS, N/A, SCHW.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: TREAS, N/A, SCHW. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 5.3% CAGR, +0.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Richard W. Allen's disclosed stock portfolio is valued at approximately $3.9M across 48 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Richard W. Allen's total net worth, not a complete measure of it.