Rick W. Allen Stock trades & portfolio
Rick's best call:$ATO +5%since he disclosed it
Disclosed Sep 12, 2025 · last close Nov 5, 2026
Scan with your phone's cameraOpens the App Store or Google Play.$9.99 a month7 days free
Get Rick's trades by email, every Sunday.
By signing up you agree to get Peeky's weekly email, including news of our $9.99 plan. Unsubscribe in one click. Privacy
Copy Rick Allen's trades.
See exactly what they buy the night they file, and copy it in your own brokerage.
Priced from the close on the day the buy was disclosed, the way a mirror would fill. The whole record, winners and losers, is below. See every call
271 disclosed trades ·152 buys / 119 sells ·on the record since 2017 ·last trade 1 mo ago
Rick W. Allen has disclosed 271 trades since 2017: 152 buys and 119 sales, portfolio worth up to $1.3M. Rick W. Allen's latest disclosed buy is Taiwan Semiconductor Manufacturing ($TSM).
Copy Rick's trades
Your slice adopts the positions below in Rick's proportions and follows every new filing. $9.99/mo.
No tiers. No hidden fees.
Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.
What Rick has been doing
Files a new report about every 35 days. Busiest month: September 2019, 14 trades. “Since filed” is the price move from the close on the day the filing was made public to the latest price; a pop is the stock's best close within 60 days of the buy, against the close the day they bought. Neither is what they made.
What Rick holds
21 positions · net of disclosed trades since Feb 3, 2017- $ATOAtmos Energy Corporation Common Stock+5.1%up to$50K · 4%
- $AXPAmerican Express Company Common Stock−4.7%up to$15K · 1%
- $SCHWCharles Schwab Corporation−5.2%up to$50K · 4%
- $FERGFerguson Enterprises Inc. Common Stock−5.8%up to$50K · 4%
- $KMIKinder Morgan, Inc. Common Stock−8.8%up to$15K · 1%
- $TSMTaiwan Semiconductor Manufacturing Company Ltd.−13.1%up to$45K · 3%
- $AMDAdvanced Micro Devices, Inc.−16.5%up to$15K · 1%
- $AVGOBroadcom Inc. - Common Stock−21.7%up to$30K · 2%
- $AMGNAmgen Inc.held before 2025up to$150K · 11%
- $CBChubb Limitedheld before 2025up to$150K · 11%
| Ticker | Company | Today | Position (up to) | Weight | Since disclosed |
|---|---|---|---|---|---|
| $ATO | Atmos Energy Corporation Common Stock | up to$50K | 3.8% | +5.1% | |
| $AXP | American Express Company Common Stock | up to$15K | 1.1% | −4.7% | |
| $SCHW | Charles Schwab Corporation | up to$50K | 3.8% | −5.2% | |
| $FERG | Ferguson Enterprises Inc. Common Stock | up to$50K | 3.8% | −5.8% | |
| $KMI | Kinder Morgan, Inc. Common Stock | up to$15K | 1.1% | −8.8% | |
| $TSM | Taiwan Semiconductor Manufacturing Company Ltd. | up to$45K | 3.4% | −13.1% | |
| $AMD | Advanced Micro Devices, Inc. | up to$15K | 1.1% | −16.5% | |
| $AVGO | Broadcom Inc. - Common Stock | up to$30K | 2.3% | −21.7% | |
| $AMGN | Amgen Inc. | up to$150K | 11.3% | held before 2025 | |
| $CB | Chubb Limited | up to$150K | 11.3% | held before 2025 |
Position sizes are netted from Rick's disclosed ranges, each at the top of its range; Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today; a stock held before 2025 has no figure here.
What Rick sold
sold out of 44 stocks · sold some of 5- $SSBSouthState Corporationup to$2.3Msold out23 sales · Mar 27, 2023
- $INTUIntuit Inc.up to$265Ksold out5 sales · Jun 10, 2026
- $ACNAccenture plc Class A Ordinary Sharesup to$230Ksold out5 sales · May 8, 2026
- $DISWalt Disney Companyup to$165Ksold out4 sales · Aug 11, 2022
- $TMOThermo Fisher Scientific Incup to$150Ksold out3 sales · May 16, 2025
- $VZVerizon Communications Inc.up to$115Ksold out2 sales · Feb 10, 2021
- $AMPAmeriprise Financial, Inc. Common Stockup to$100Ksold out1 sale · Apr 15, 2026
- $AWKAmerican Water Works Company, Inc. Common Stockup to$100Ksold out1 sale · Jan 14, 2026
- and 41 more in the record below
Sale amounts are the top of each disclosed range, added up. A stock sold without a disclosed purchase behind it was held before Rick started filing, or was sold on taking office.
Beyond stocks
up to $8.3M disclosed without a ticker- Treasury bills and notes56 trades+ up to $6.3M− up to $1.5M
- Bonds3 trades+ up to $350K− up to $15K
- Other assets4 trades+ up to $165K
Congress discloses more than stocks. Bonds, notes, private funds and the like have no public price and cannot be mirrored, so they sit outside the stock portfolio above. Green is bought, red is sold, each the top of its disclosed range, added up.
Rick's trades by stock
stocks with 3 or more disclosed trades- $DIS9 trades
- $ACN8 trades
- $DOV8 trades
- $INTU8 trades
- $SBUX7 trades
- $TMO6 trades
- $MMM5 trades
- $PYPL5 trades
- $ABT4 trades
- $ALB4 trades
- $FCX4 trades
- $JNJ4 trades
- $KMB4 trades
- $NEE4 trades
- $PAYX4 trades
- $WMT4 trades
- $AMGN3 trades
- $AZO3 trades
- $CB3 trades
- $CHD3 trades
- $COST3 trades
- $DE3 trades
- $MAR3 trades
- $MRK3 trades
- $PG3 trades
- $SCHW3 trades
- $TSM3 trades
- $VZ3 trades
Every Rick W. Allen stock trade
271 disclosed trades since Feb 3, 2017 · nothing left outEach from the close on the day the filing was made public to the latest price. 6 trades have no public price.
- $AZOAutoZone, Inc. Common StockspouseSell$15K–$50K+13.7%$15K–$50K+13.7%
- $COSTCostco Wholesale Corporation - Common StockspouseSell$1K–$15K+8.5%$1K–$15K+8.5%
- $AVGOBroadcom Inc. - Common StockspouseBuy$1K–$15K−20.0%$1K–$15K−20.0%
- $ROLRollins, Inc. Common StockspouseSell$15K–$50K+17.9%$15K–$50K+17.9%
- $TSMTaiwan Semiconductor Manufacturing Company Ltd.spouseBuy$1K–$15K−21.9%$1K–$15K−21.9%
- $ABTAbbott Laboratories Common StockspouseSell$15K–$50K+0.8%$15K–$50K+0.8%
- $AMDAdvanced Micro Devices, Inc.spouseBuy$1K–$15K−16.5%$1K–$15K−16.5%
- $AVGOBroadcom Inc. - Common StockspouseBuy$1K–$15K−23.3%$1K–$15K−23.3%
- $INTUIntuit Inc. - Common StockspouseSell$15K–$50K+26.9%$15K–$50K+26.9%
- US Treasury Note 4% DUE 5/31/30 (91282CNG2)Treasury bills and notesBuy$100K–$250K$100K–$250K·
- $ACNAccenture plc Class A Ordinary SharesspouseSell$15K–$50K+60.2%$15K–$50K+60.2%
- $AXPAmerican Express Company Common StockspouseBuy$1K–$15K−4.6%$1K–$15K−4.6%
- $TSMTaiwan Semiconductor Manufacturing Company Ltd.spouseBuy$1K–$15K−17.1%$1K–$15K−17.1%
- $ABTAbbott Laboratories Common StockspouseSell$15K–$50K+24.7%$15K–$50K+24.7%
- $INTUIntuit Inc. - Common StockspouseSell$15K–$50K+19.6%$15K–$50K+19.6%
- $PGProcter & Gamble CompanyspouseSell$15K–$50K+14.0%$15K–$50K+14.0%
- $SPGIS&P Global Inc. Common StockspouseSell$15K–$50K+17.6%$15K–$50K+17.6%
- US Treasury Note 3.75% DUE 12/31/28 (91282CJR3))spouseTreasury bills and notesSell$100K–$250K$100K–$250K·
- US Treasury Note 4/375% DUE 12/15/26 (91282CJP7)spouseTreasury bills and notesSell$100K–$250K$100K–$250K·
- $AMPAmeriprise Financial, Inc. Common StockspouseSell$50K–$100K+12.0%$50K–$100K+12.0%
- US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)Treasury bills and notesBuy$15K–$50K$15K–$50K·
- $INTUIntuit Inc. - Common StockspouseSell$1K–$15K−19.4%$1K–$15K−19.4%
- $KMIKinder Morgan, Inc. Common StockspouseBuy$1K–$15K−8.7%$1K–$15K−8.7%
- $TSMTaiwan Semiconductor Manufacturing Company Ltd.spouseBuy$1K–$15K−0.4%$1K–$15K−0.4%
- $INTUIntuit Inc. - Common StockspouseSell$15K–$50K−19.4%$15K–$50K−19.4%
- US Treasury Note 4% DUE 7/31/29 (91282CLC3)Treasury bills and notesBuy$50K–$100K$50K–$100K·
- US Treasury Note 3.5% DUE 01/31/28 (91282CGH8)Treasury bills and notesBuy$100K–$250K$100K–$250K·
- $AWKAmerican Water Works Company, Inc. Common StockspouseSell$50K–$100K+14.2%$50K–$100K+14.2%
- $PAYXPaychex, Inc. - Common StockspouseSell$15K–$50K+28.1%$15K–$50K+28.1%
- $SPGIS&P Global Inc. Common StockspouseBuy$15K–$50K+21.7%$15K–$50K+21.7%
- $FERGFerguson Enterprises Inc. Common StockspouseBuy$15K–$50K−5.7%$15K–$50K−5.7%
- $NFLXNetflix, Inc. - Common StockspouseSell$1K–$15K−25.5%$1K–$15K−25.5%
- US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4)bondsBuy$50K–$100K$50K–$100K·
- $CHDChurch & Dwight Company, Inc. Common StockspouseSell$15K–$50K+31.1%$15K–$50K+31.1%
- US Treasury Bill 91282CLP4 3.5% Due 9/30/26Treasury bills and notesBuy$50K–$100K$50K–$100K·
- $ACNAccenture plc Class A Ordinary SharesspouseSell$1K–$15K+5.5%$1K–$15K+5.5%
- $ACNAccenture plc Class A Ordinary SharesspouseSell$1K–$15K+11.2%$1K–$15K+11.2%
- $ATOAtmos Energy Corporation Common StockspouseBuy$15K–$50K+5.1%$15K–$50K+5.1%
- US Treasury Bill 91282CHB0 DUE 5/15/26 3.625%Treasury bills and notesBuy$100K–$250K$100K–$250K·
- $SCHWCharles Schwab CorporationspouseBuy$15K–$50K−5.2%$15K–$50K−5.2%
Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Rick W. Allen.
On these committees: House Education and Workforce Committee · House Energy and Commerce Committee
Copy Rick Allen's trades.
See exactly what they buy the night they file, and copy it in your own brokerage.
$9.99 a month7 days free
