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Richard W. Allen

Richard W. Allen

REP
House · GA
Data as of 1:19 PM UTC
CAGR
+5.3%
Trades
299
Win Rate
57%
Sharpe
0.07
Beta
0.20
Max DD
(74.8%)
CAGR
+5.3%
Trades
299
Win Rate
57%
Sharpe
0.07
Beta
0.20
Max DD
(74.8%)

Richard W. Allen portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
INTUSellIntuit Inc.$15K - $50KJun 10, 2026Jul 15, 2026
MUNIBuyUS Treasury Note 4% DUE 5/31$100K - $250KMay 19, 2026Jun 16, 2026
ACNSellAccenture plc Class A Ordina$15K - $50KMay 8, 2026Jun 16, 2026
AXPBuyAmerican Express Company Com$1K - $15KMay 8, 2026Jun 16, 2026
TSMBuyTaiwan Semiconductor Manufac$1K - $15KMay 8, 2026Jun 16, 2026
MUNISellUS Treasury Note 4/375% DUE $100K - $250KApr 16, 2026Jun 5, 2026
ABTSellAbbott Laboratories Common S$15K - $50KApr 16, 2026Jun 5, 2026
INTUSellIntuit Inc.$15K - $50KApr 16, 2026Jun 5, 2026
PGSellProcter & Gamble Company [R.$15K - $50KApr 16, 2026Jun 5, 2026
SPGISellS&P Global Inc. Common Stock$15K - $50KApr 16, 2026Jun 5, 2026
100 trades
…

Richard W. Allen (R-GA) Stock Trades & Portfolio

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.

Richard W. Allen's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: TREAS, N/A, SCHW. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

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 portfolio value & net worth

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.