Richard W. Allen
house Republican GA
A000372
278 trades tracked · 90 spouse · 176 late filings · avg lag 641.1d
Official site ↗Committees
- House Committee on Energy and Commerce
- House Committee on Education and Workforce
- House Committee on Energy and Commerce — Oversight and Investigations
- House Committee on Energy and Commerce — Energy
- House Committee on Energy and Commerce — Communications and Technology
- House Committee on Education and Workforce — Health, Employment, Labor, and Pensions
Est. volume
$11,714,000
Middle of the reported range
Buys / Sells
163 / 115
Spouse share
32.4%
Late (>45d)
176
Avg. price change since purchase
-5.2% est.
17.2% behind the S&P 500
From 7 purchases with a saved closing price. Sales are left out.
The percent is the stock-price change from each purchase date to the newest end-of-day close saved on this site. That close refreshes on the morning jobs, so it is usually yesterday’s, or Friday’s over a weekend. It is not a live quote, and it is not the politician’s profit. Ahead of or behind the S&P 500 uses those same dates. Dollar figures use the middle of the reported trade-size range, not an exact amount. Not investment advice. See disclaimer.
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag | Return |
|---|---|---|---|---|---|---|---|---|
| Aug 12, 2026 | AVGO ↗ | Broadcom Inc | Purchase | Spouse | $1,001 - $15,000 | Sep 23, 2026 | 42d | -22.7% est. |
| Aug 12, 2026 | ROL ↗ | ROLLINS Inc | Sale | Spouse | $15,001 - $50,000 | Sep 23, 2026 | 42d | — |
| Aug 12, 2026 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $1,001 - $15,000 | Sep 23, 2026 | 42d | — |
| Jul 14, 2026 | AVGO ↗ | Broadcom Inc | Purchase | Spouse | $1,001 - $15,000 | Aug 19, 2026 | 36d | -17.3% est. |
| Jul 14, 2026 | ABT ↗ | Abbott Laboratories | Sale | Spouse | $15,001 - $50,000 | Aug 19, 2026 | 36d | +16.6% est. |
| Jul 14, 2026 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Spouse | $1,001 - $15,000 | Aug 19, 2026 | 36d | -5.7% est. |
| Jun 10, 2026 | INTU ↗ | Intuit Inc | Sale | Spouse | $15,001 - $50,000 | Jul 16, 2026 | 36d | — |
| May 8, 2026 | ACN ↗ | Accenture PLC | Sale | Spouse | $15,001 - $50,000 | Jun 17, 2026 | 40d | +38.2% est. |
| May 8, 2026 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $1,001 - $15,000 | Jun 17, 2026 | 40d | — |
| May 8, 2026 | AXP ↗ | American Express Co | Purchase | Spouse | $1,001 - $15,000 | Jun 17, 2026 | 40d | -0.9% est. |
| Apr 16, 2026 | INTU ↗ | Intuit Inc | Sale | Spouse | $15,001 - $50,000 | Jun 8, 2026 | 53d | — |
| Apr 16, 2026 | PG ↗ | The Procter & Gamble Co | Sale | Spouse | $15,001 - $50,000 | Jun 8, 2026 | 53d | — |
| Apr 15, 2026 | AMP ↗ | Ameriprise Financial Inc | Sale | Spouse | $50,001 - $100,000 | Jun 8, 2026 | 54d | +5.1% est. |
| Apr 16, 2026 | SPGI ↗ | S&P Global Inc | Sale | Spouse | $15,001 - $50,000 | Jun 8, 2026 | 53d | — |
| Apr 16, 2026 | ABT ↗ | Abbott Laboratories | Sale | Spouse | $15,001 - $50,000 | Jun 8, 2026 | 53d | +8.6% est. |
| Feb 19, 2026 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $1,001 - $15,000 | Mar 12, 2026 | 21d | — |
| Feb 18, 2026 | INTU ↗ | Intuit Inc | Sale | Spouse | $15,001 - $50,000 | Mar 12, 2026 | 22d | — |
| Feb 19, 2026 | INTU ↗ | Intuit Inc | Sale | Spouse | $1,001 - $15,000 | Mar 12, 2026 | 21d | — |
| Feb 19, 2026 | KMI ↗ | Kinder Morgan Inc | Purchase | Spouse | $1,001 - $15,000 | Mar 12, 2026 | 21d | — |
| Jan 26, 2026 | N/A | US TREASURY NOTE | Purchase | Self | $100,001 - $250,000 | Feb 18, 2026 | 23d | — |
| Jan 14, 2026 | PAYX ↗ | Paychex Inc | Sale | Spouse | $15,001 - $50,000 | Feb 18, 2026 | 35d | — |
| Jan 14, 2026 | AWK ↗ | American Water Works Company Inc | Sale | Spouse | $50,001 - $100,000 | Feb 18, 2026 | 35d | +7.8% est. |
| Jan 14, 2026 | SPGI ↗ | S&P Global Inc | Purchase | Spouse | $15,001 - $50,000 | Feb 18, 2026 | 35d | — |
| Dec 12, 2025 | FERG ↗ | Ferguson PLC | Purchase | Spouse | $15,001 - $50,000 | Jan 16, 2026 | 35d | — |
| Dec 12, 2025 | NFLX ↗ | Netflix Inc | Sale | Spouse | $1,001 - $15,000 | Jan 16, 2026 | 35d | — |
| Oct 10, 2025 | CHD ↗ | Church & Dwight Co Inc | Sale | Spouse | $15,001 - $50,000 | Nov 14, 2025 | 35d | — |
| Sep 12, 2025 | ACN ↗ | Accenture PLC | Sale | Spouse | $1,001 - $15,000 | Oct 8, 2025 | 26d | +4.5% est. |
| Aug 19, 2025 | ACN ↗ | Accenture PLC | Sale | Spouse | $1,001 - $15,000 | Sep 15, 2025 | 27d | -2.5% est. |
| Aug 19, 2025 | ATO ↗ | Atmos Energy Corp | Purchase | Spouse | $15,001 - $50,000 | Sep 15, 2025 | 27d | +3.9% est. |
| Jul 10, 2025 | SCHW ↗ | Schwab (Charles) Corp | Purchase | Spouse | $15,001 - $50,000 | Aug 12, 2025 | 33d | — |
| Jun 20, 2025 | INTU ↗ | Intuit Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 16, 2025 | 26d | — |
| May 16, 2025 | TMO ↗ | Thermo Fisher Scientific Inc | Sale | Spouse | $15,001 - $50,000 | Jun 19, 2025 | 34d | — |
| May 16, 2025 | NFLX ↗ | Netflix Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 19, 2025 | 34d | — |
| Apr 11, 2025 | TMO ↗ | Thermo Fisher Scientific Inc | Sale | Spouse | $15,001 - $50,000 | May 16, 2025 | 35d | — |
| Feb 26, 2025 | N/A | US Treasury Bill - Due 12/15/26 4.375% -... | Purchase | Spouse | $50,001 - $100,000 | Mar 12, 2025 | 14d | — |
| Jan 17, 2025 | AZO ↗ | AutoZone Inc | Purchase | Spouse | $15,001 - $50,000 | Feb 21, 2025 | 35d | -0.9% est. |
| Dec 12, 2024 | ROL ↗ | ROLLINS Inc | Purchase | Spouse | $15,001 - $50,000 | Jan 17, 2025 | 36d | — |
| Oct 9, 2024 | N/A | US Treasury Bill 91282CJR3 | Purchase | Spouse | $100,001 - $250,000 | Nov 14, 2024 | 36d | — |
| Sep 12, 2024 | SCHW ↗ | Schwab (Charles) Corp | Sale | Spouse | $15,001 - $50,000 | Oct 21, 2024 | 39d | — |
| Sep 12, 2024 | SCHW ↗ | Charles Schwab Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Oct 18, 2024 | 36d | — |
| Sep 13, 2024 | N/A | US Treasury Bill 912797HP5 | Sale (Full) | Self | $100,001 - $250,000 | Oct 18, 2024 | 35d | — |
| Aug 14, 2024 | DE ↗ | DEERE & COMPANY | Sale | Spouse | $1,001 - $15,000 | Sep 23, 2024 | 40d | — |
| Aug 26, 2024 | N/A | US Treasury Bill 912797HP5 | Sale (Full) | Self | $50,001 - $100,000 | Sep 20, 2024 | 25d | — |
| Jul 16, 2024 | AZO ↗ | AutoZone, Inc. Common Stock | Purchase | Spouse | $15,001 - $50,000 | Aug 8, 2024 | 23d | +7.2% est. |
| Jul 16, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 8, 2024 | 23d | — |
| Jun 25, 2024 | N/A | US Treasury Bill 912797HP5 | Purchase | Self | $250,001 - $500,000 | Jul 10, 2024 | 15d | — |
| Jun 13, 2024 | JNJ ↗ | Johnson & Johnson | Sale | Spouse | $15,001 - $50,000 | Jul 10, 2024 | 27d | — |
| Jun 25, 2024 | N/A | US Treasury Bill 912797JR9 | Purchase | Self | $250,001 - $500,000 | Jul 10, 2024 | 15d | — |
| May 20, 2024 | CTAS ↗ | Cintas Corp | Purchase | Spouse | $1,001 - $15,000 | Jun 21, 2024 | 32d | — |
| May 20, 2024 | SBUX ↗ | Starbucks Corp | Sale | Spouse | $15,001 - $50,000 | Jun 21, 2024 | 32d | — |
| Apr 9, 2024 | AMP ↗ | Ameriprise Financial, Inc. Common Stock | Purchase | Spouse | $50,001 - $100,000 | May 14, 2024 | 35d | — |
| Apr 23, 2024 | 91282CFK2 ↗ | US Treasury Bill DUE 09/15/25 | Purchase | Spouse | $15,001 - $50,000 | May 14, 2024 | 21d | — |
| Apr 2, 2024 | 912797KJ5 ↗ | US Treasury Bill Due 3/20/2025 | Purchase | Self | $1,001 - $15,000 | May 14, 2024 | 42d | — |
| Jan 17, 2024 | BLK ↗ | Blackrock Inc | Sale | Spouse | $50,001 - $100,000 | Feb 16, 2024 | 30d | — |
| Jan 11, 2024 | N/A | US Treasury Bill 912797GD3 | Sale (Full) | Self | $15,001 - $50,000 | Feb 16, 2024 | 36d | — |
| Jan 11, 2024 | N/A | US Treasury Bill 912797LL9 | Sale (Full) | Self | $50,001 - $100,000 | Feb 16, 2024 | 36d | — |
| Dec 14, 2023 | SCHW ↗ | Schwab (Charles) Corp | Purchase | Spouse | $50,001 - $100,000 | Jan 11, 2024 | 28d | — |
| Dec 21, 2023 | ALB ↗ | Albemarle Corp | Sale | Spouse | $1,001 - $15,000 | Jan 11, 2024 | 21d | — |
| Dec 21, 2023 | NEE ↗ | NextEra Energy Inc | Sale | Spouse | $15,001 - $50,000 | Jan 11, 2024 | 21d | — |
| Dec 14, 2023 | SCHW ↗ | Charles Schwab Corporation | Purchase | Spouse | $50,001 - $100,000 | Jan 11, 2024 | 28d | — |
| Nov 16, 2023 | N/A | US Treasury Bill 912797GD3 | Purchase | Self | $15,001 - $50,000 | Dec 19, 2023 | 33d | — |
| Nov 16, 2023 | N/A | US Treasury Bill 912797LL9 | Purchase | Self | $15,001 - $50,000 | Dec 19, 2023 | 33d | — |
| Nov 16, 2023 | N/A | US Treasury Bill 912797FH5 | Purchase | Self | $15,001 - $50,000 | Dec 19, 2023 | 33d | — |
| Oct 10, 2023 | SCHW ↗ | The Charles Schwab Corporation Depositar... | Purchase | Self | $15,001 - $50,000 | Nov 16, 2023 | 37d | — |
| Oct 10, 2023 | N/A | Schwab (Charles) Corp | Purchase | Spouse | $15,001 - $50,000 | Nov 16, 2023 | 37d | — |
| Oct 3, 2023 | N/A | US Treasury Bill 912797GD3 | Purchase | Self | $15,001 - $50,000 | Nov 16, 2023 | 44d | — |
| Oct 13, 2023 | ATVI ↗ | Activision Blizzard Inc | Sale | Self | $15,001 - $50,000 | Nov 16, 2023 | 34d | — |
| Oct 13, 2023 | ATVI ↗ | Activision Blizzard Inc | Sale | Spouse | $1,001 - $15,000 | Nov 16, 2023 | 34d | — |
| Sep 26, 2023 | 91282CDR9 ↗ | US TREASURY NOTE DUE 12/31/23 | Purchase | Self | $15,001 - $50,000 | Oct 5, 2023 | 9d | — |
| Sep 26, 2023 | 912797LL9 ↗ | US TREASURY NOTE DUE 3/21/24 | Purchase | Self | $50,001 - $100,000 | Oct 5, 2023 | 9d | — |
| Sep 26, 2023 | N/A | US TREASURY NOTE | Purchase | Self | $50,001 - $100,000 | Oct 5, 2023 | 9d | — |
| Aug 31, 2023 | SCHW ↗ | The Charles Schwab Corporation Depositar... | Purchase | Self | $15,001 - $50,000 | Sep 8, 2023 | 8d | — |
| Aug 31, 2023 | N/A | Schwab (Charles) Corp | Purchase | Spouse | $15,001 - $50,000 | Sep 8, 2023 | 8d | — |
| Jan 13, 2022 | SSB ↗ | SouthState Corporation | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 574d | — |
| May 13, 2021 | SSB ↗ | SouthState Corporation | Sale | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 819d | — |
| Jan 25, 2022 | SBUX ↗ | Starbucks Corp | Sale | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 562d | — |
| Jan 13, 2022 | WM ↗ | Waste Management Inc | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 574d | — |
| Mar 14, 2022 | DIS ↗ | The Walt Disney Co | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 514d | — |
| Jan 13, 2023 | SSB ↗ | SouthState Corporation | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 209d | — |
| Mar 9, 2023 | SSB ↗ | SouthState Corporation | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 154d | — |
| May 5, 2022 | SSB ↗ | SouthState Corporation | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 462d | — |
| May 10, 2022 | N/A | US TREASURY NOTE | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 457d | — |
| May 10, 2022 | N/A | US TREASURY NOTE | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 457d | — |
| Jan 25, 2022 | DIS ↗ | The Walt Disney Co | Sale | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 562d | — |
| Aug 11, 2022 | DIS ↗ | The Walt Disney Co | Sale | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 364d | — |
| Aug 18, 2022 | AMGN ↗ | Amgen Inc | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 357d | — |
| May 4, 2021 | ALB ↗ | Albemarle Corp | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 828d | — |
| May 13, 2021 | ACN ↗ | Accenture PLC | Purchase | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 819d | — |
| Mar 14, 2023 | ACN ↗ | Accenture PLC | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 149d | — |
| Aug 18, 2022 | CB ↗ | Chubb Ltd | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 357d | — |
| Oct 4, 2021 | FCX ↗ | Freeport-McMoRan Inc | Sale | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 675d | — |
| Oct 7, 2021 | FCX ↗ | Freeport-McMoRan Inc | Sale | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 672d | — |
| May 4, 2021 | JNJ ↗ | Johnson & Johnson | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 828d | — |
| Jul 15, 2021 | PFE ↗ | Pfizer Inc | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 756d | — |
| Mar 14, 2023 | PFE ↗ | Pfizer Inc | Sale | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 149d | — |
| Jun 9, 2021 | SSB ↗ | SouthState Corporation | Sale | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 792d | — |
| Mar 10, 2022 | TMO ↗ | Thermo Fisher Scientific Inc | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 518d | — |
| Feb 10, 2022 | DIS ↗ | The Walt Disney Co | Sale | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 546d | — |
| Dec 23, 2022 | N/A | US TREASURY NOTE | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 230d | — |
| Sep 16, 2022 | N/A | US TREASURY NOTE | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 328d | — |
| Jul 15, 2021 | PYPL ↗ | PayPal Holdings Inc | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 756d | — |
| Oct 22, 2021 | PYPL ↗ | PayPal Holdings Inc | Sale | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 657d | — |
| Sep 28, 2021 | SSB ↗ | SouthState Corporation | Sale | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 681d | — |
| Jan 18, 2022 | SSB ↗ | SouthState Corporation | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 569d | — |
| Feb 9, 2022 | SSB ↗ | SouthState Corporation | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 547d | — |
| Feb 16, 2022 | SSB ↗ | SouthState Corporation | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 540d | — |
| Apr 4, 2022 | SSB ↗ | SouthState Corporation | Sale | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 493d | — |
| Aug 17, 2022 | CB ↗ | Chubb Limited | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 357d | — |
| Jul 1, 2020 | CB ↗ | Chubb Limited | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1134d | — |
| Nov 15, 2020 | CB ↗ | Chubb Limited | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 997d | — |
| Jan 24, 2021 | CHD ↗ | Church & Dwight Company, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 927d | — |
| Feb 25, 2021 | DE ↗ | Deere & Company | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 895d | — |
| Jun 14, 2020 | DOV ↗ | Dover Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1151d | — |
| May 13, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 1183d | — |
| Aug 28, 2019 | RDS.B ↗ | Royal Dutch Shell PLC Royal Dutch Shell ... | Purchase | Self | $50,001 - $100,000 | Aug 9, 2023 | 1442d | — |
| Nov 15, 2020 | SBUX ↗ | Starbucks Corporation | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 997d | — |
| Dec 26, 2019 | SBUX ↗ | Starbucks Corporation | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 1322d | — |
| Feb 25, 2021 | SBUX ↗ | Starbucks Corporation | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 895d | — |
| Nov 29, 2017 | TEL ↗ | TE Connectivity Ltd. New Switzerland Reg... | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 2079d | — |
| Aug 29, 2019 | 912796SH3 ↗ | US T BILL DUE 03/26/20 | Purchase | Self | $50,001 - $100,000 | Aug 9, 2023 | 1441d | — |
| Feb 14, 2019 | 912796QV4 ↗ | US T BILL DUE 08/15/19 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1637d | — |
| Aug 20, 2018 | 912796QX0 ↗ | US T BILL DUE 02/14/19 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1815d | — |
| Sep 18, 2022 | 912796U31 ↗ | US TREASURY BILL DUE 3/23/23 | Purchase | Self | $100,001 - $250,000 | Aug 9, 2023 | 325d | — |
| Oct 6, 2022 | 912796U31 ↗ | US TREASURY BILL DUE 3/23/23 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 307d | — |
| Dec 7, 2022 | 912796YJ2 ↗ | US TREASURY BILL DUE 10/5/23 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 245d | — |
| Mar 22, 2017 | BBT ↗ | BB&T Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 2331d | — |
| Oct 30, 2019 | CAE ↗ | CAE Inc. Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1379d | — |
| Apr 10, 2019 | CCL ↗ | Carnival Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1582d | — |
| Mar 9, 2021 | CHD ↗ | Church & Dwight Company, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 883d | — |
| Dec 14, 2020 | D ↗ | Dominion Energy, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 968d | — |
| Apr 10, 2018 | DOV ↗ | Dover Corporation | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1947d | — |
| Nov 1, 2017 | 36966R5P7 ↗ | GENERAL ELECTRIC 5.55% DUE 02/15/22 | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 2107d | — |
| Oct 6, 2022 | 912796X87 ↗ | US TREASURY BILL DUE 12/22/22 | Purchase | Self | $100,001 - $250,000 | Aug 9, 2023 | 307d | — |
| Mar 20, 2022 | 912796U49 ↗ | US TREASURY BILL DUE 9/15/22 | Purchase | Self | $100,001 - $250,000 | Aug 9, 2023 | 507d | — |
| May 9, 2022 | 91282CEG2 ↗ | US TREASURY NOTE 2.25% 03/24 | Purchase | Self | $100,001 - $250,000 | Aug 9, 2023 | 457d | — |
| Jan 12, 2022 | WM ↗ | Waste Management, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 574d | — |
| Aug 17, 2022 | AMGN ↗ | Amgen Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 357d | — |
| Sep 9, 2019 | AWK ↗ | American Water Works Company, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1430d | — |
| Sep 23, 2019 | BLK ↗ | BlackRock, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1416d | — |
| Apr 8, 2019 | CAE ↗ | CAE Inc. Ordinary Shares | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 1584d | — |
| Jan 28, 2018 | CCL ↗ | Carnival Corporation | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 2019d | — |
| May 13, 2020 | DOV ↗ | Dover Corporation | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1183d | — |
| May 13, 2020 | DOV ↗ | Dover Corporation | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1183d | — |
| Apr 8, 2019 | FDX ↗ | FedEx Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1584d | — |
| Jan 24, 2021 | KMB ↗ | Kimberly-Clark Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 927d | — |
| May 22, 2022 | 912796U49 ↗ | US TREASURY BILL DUE 9/15/22 | Purchase | Self | $100,001 - $250,000 | Aug 9, 2023 | 444d | — |
| Sep 15, 2022 | 912796YH6 ↗ | US Treasury Bill Due 9/7/23 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 328d | — |
| Feb 2, 2020 | 912796WX3 ↗ | US TREASURY BILL20U S T BILL DUE 07/23/2... | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1284d | — |
| Jul 16, 2023 | N/A | US TREASURY BILL24U S T BILL DUE 07/11/2... | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 24d | — |
| Sep 9, 2019 | COST ↗ | Costco Wholesale Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1430d | — |
| Apr 26, 2017 | COST ↗ | Costco Wholesale Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 2296d | — |
| Feb 9, 2021 | DE ↗ | Deere & Company | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 911d | — |
| May 14, 2019 | DOV ↗ | Dover Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1548d | — |
| Jun 14, 2021 | DOV ↗ | Dover Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 786d | — |
| Sep 16, 2019 | DOV ↗ | Dover Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1423d | — |
| May 13, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1183d | — |
| Feb 27, 2020 | INTU ↗ | Intuit Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1259d | — |
| Oct 1, 2019 | JNJ ↗ | Johnson & Johnson | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 1408d | — |
| Sep 9, 2019 | KMB ↗ | Kimberly-Clark Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1430d | — |
| Aug 28, 2019 | INTU ↗ | Intuit Inc. | Purchase | Self | $50,001 - $100,000 | Aug 9, 2023 | 1442d | — |
| Aug 18, 2022 | 912796XQ7 ↗ | US TREASURY BILL DUE 7/13/23 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 356d | — |
| May 9, 2022 | 91282CEG2 ↗ | US Treasury Note 2.25% Due 3/31/24 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 457d | — |
| Sep 15, 2022 | 91282CFG1 ↗ | US TREASURY NOTE 3.25% 08/24 | Purchase | Self | $100,001 - $250,000 | Aug 9, 2023 | 328d | — |
| Dec 22, 2022 | 91282CFN6 ↗ | US TREASURY NOTE 4.25% 09/24 | Purchase | Self | $100,001 - $250,000 | Aug 9, 2023 | 230d | — |
| Mar 24, 2022 | 912796U49 ↗ | US TREASURY BILL DUE 9/15/22 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 503d | — |
| Apr 14, 2020 | PAYX ↗ | Paychex, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1212d | — |
| Feb 6, 2018 | CI ↗ | The Cigna Group | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 2010d | — |
| May 13, 2020 | MMM ↗ | 3M Company | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1183d | — |
| Apr 26, 2018 | BBT ↗ | BB&T Corporation | Sale (Partial) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1931d | — |
| May 15, 2017 | GE ↗ | General Electric Company | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 2277d | — |
| Oct 16, 2019 | INTU ↗ | Intuit Inc. | Sale (Full) | Self | $50,001 - $100,000 | Aug 9, 2023 | 1393d | — |
| Jan 24, 2021 | KMB ↗ | Kimberly-Clark Corporation | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 927d | — |
| Oct 16, 2019 | MAR ↗ | Marriott International - Class A | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1393d | — |
| Mar 9, 2021 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 883d | — |
| Nov 29, 2017 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 2079d | — |
| Apr 14, 2020 | PSX ↗ | Phillips 66 | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1212d | — |
| Jan 28, 2018 | PG ↗ | Procter & Gamble Company | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 2019d | — |
| Feb 12, 2017 | O ↗ | Realty Income Corporation | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 2369d | — |
| Feb 20, 2020 | RDS.B ↗ | Royal Dutch Shell PLC Royal Dutch Shell ... | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1266d | — |
| Jul 1, 2020 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1134d | — |
| Apr 14, 2020 | TFC ↗ | Truist Financial Corporation | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1212d | — |
| Aug 26, 2019 | PAYX ↗ | Paychex, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1444d | — |
| Sep 9, 2019 | SHW ↗ | Sherwin-Williams Company | Purchase | Self | $50,001 - $100,000 | Aug 9, 2023 | 1430d | — |
| Nov 15, 2020 | ABBV ↗ | AbbVie Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 997d | — |
| Oct 6, 2022 | 912796YJ2 ↗ | US TREASURY BILL DUE 10/5/23 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 307d | — |
| Aug 17, 2022 | 912796XQ7 ↗ | US TREASURY BILL DUE 7/13/23 | Purchase | Self | $100,001 - $250,000 | Aug 9, 2023 | 357d | — |
| May 13, 2020 | MMM ↗ | 3M Company | Sale (Full) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1183d | — |
| Feb 27, 2020 | SBUX ↗ | Starbucks Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1259d | — |
| Jan 24, 2018 | WMT ↗ | Walmart Inc. | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 2023d | — |
| May 16, 2019 | MMM ↗ | 3M Company | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1546d | — |
| Mar 22, 2017 | BBT ↗ | BB&T Corporation | Sale (Partial) | Self | $15,001 - $50,000 | Aug 9, 2023 | 2331d | — |
| Jun 6, 2018 | BAYZF ↗ | Bayer AG Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1890d | — |
| Jun 18, 2019 | BBT ↗ | BB&T Corporation | Sale (Partial) | Self | $15,001 - $50,000 | Aug 9, 2023 | 1513d | — |
| Jan 24, 2022 | PSDTX ↗ | Putnam Ultra Short Duration Income A | Sale (Full) | Self | $50,001 - $100,000 | Aug 9, 2023 | 562d | — |
| Jan 24, 2022 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 562d | — |
| Nov 19, 2018 | TEL ↗ | TE Connectivity Ltd. New Switzerland Reg... | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1724d | — |
| Jan 24, 2019 | UTX ↗ | United Technologies Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1658d | — |
| Apr 11, 2021 | TMO ↗ | Thermo Fisher Scientific Inc | Sale (Partial) | Self | $15,001 - $50,000 | Aug 9, 2023 | 850d | — |
| Feb 9, 2021 | VZ ↗ | Verizon Communications Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 911d | — |
| Jan 25, 2021 | VZ ↗ | Verizon Communications Inc. | Sale (Full) | Self | $50,001 - $100,000 | Aug 9, 2023 | 926d | — |
| May 22, 2018 | WMT ↗ | Walmart Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 9, 2023 | 1905d | — |
| Sep 24, 2020 | NEE ↗ | NextEra Energy, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1049d | — |
| May 15, 2017 | FDX ↗ | FedEx Corporation | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 2277d | — |
| Aug 21, 2019 | MMM ↗ | 3M Company | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1449d | — |
| Jun 18, 2019 | MMM ↗ | 3M Company | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1513d | — |
| Sep 26, 2019 | ABT ↗ | Abbott Laboratories | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1413d | — |
| May 11, 2020 | ABBV ↗ | AbbVie Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1185d | — |
| Sep 12, 2019 | ABT ↗ | Abbott Laboratories | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1427d | — |
| May 3, 2021 | ALB ↗ | Albemarle Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 828d | — |
| Feb 9, 2021 | ALB ↗ | Albemarle Corporation | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 911d | — |
| Feb 27, 2020 | GOOGL ↗ | Alphabet Inc. - Class A | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1259d | — |
| Dec 26, 2019 | GOOGL ↗ | Alphabet Inc. - Class A | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1322d | — |
| Sep 9, 2019 | AMZN ↗ | Amazon.com, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1430d | — |
| Aug 28, 2019 | AMGN ↗ | Amgen Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1442d | — |
| Sep 26, 2019 | AMGN ↗ | Amgen Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1413d | — |
| Jun 6, 2019 | KMB ↗ | Kimberly-Clark Corporation | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 1525d | — |
| Aug 21, 2019 | MAR ↗ | Marriott International - Class A | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1449d | — |
| May 13, 2020 | MAR ↗ | Marriott International - Class A | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1183d | — |
| Jul 1, 2020 | MRK ↗ | Merck & Company, Inc. Common Stock | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1134d | — |
| Aug 26, 2019 | MSFT ↗ | Microsoft Corporation | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1444d | — |
| Feb 2, 2017 | N/A | MONSANTO | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 2379d | — |
| Apr 16, 2020 | NEE ↗ | NextEra Energy, Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1210d | — |
| Mar 9, 2021 | NEE ↗ | NextEra Energy, Inc. | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 883d | — |
| May 22, 2018 | PAYX ↗ | Paychex, Inc. | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 1905d | — |
| Feb 20, 2020 | PSX ↗ | Phillips 66 | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1266d | — |
| Apr 16, 2020 | PG ↗ | Procter & Gamble Company | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1210d | — |
| Aug 28, 2019 | VZ ↗ | Verizon Communications Inc. | Purchase | Self | $50,001 - $100,000 | Aug 9, 2023 | 1442d | — |
| Aug 21, 2019 | WMT ↗ | Walmart Inc. | Purchase | Self | $15,001 - $50,000 | Aug 9, 2023 | 1449d | — |
| Jun 27, 2018 | WMT ↗ | Walmart Inc. | Purchase | Self | $1,001 - $15,000 | Aug 9, 2023 | 1869d | — |
| May 18, 2023 | N/A | Schwab (Charles) Corp | Purchase | Spouse | $15,001 - $50,000 | Jun 2, 2023 | 15d | — |
| Mar 27, 2023 | SSB ↗ | SouthState Corporation | Sale | Spouse | $100,001 - $250,000 | Jun 2, 2023 | 67d | — |
| Apr 20, 2023 | ATVI ↗ | Activision Blizzard Inc | Purchase | Self | $1,001 - $15,000 | Jun 2, 2023 | 43d | — |
| Mar 26, 2023 | SSB ↗ | SouthState Corporation | Sale (Full) | Self | $100,001 - $250,000 | Jun 1, 2023 | 67d | — |
| May 17, 2023 | SCHW ↗ | The Charles Schwab Corporation Depositar... | Purchase | Self | $15,001 - $50,000 | Jun 1, 2023 | 15d | — |
| Aug 15, 2022 | DIS ↗ | Walt Disney Company | Sale (Full) | Self | $15,001 - $50,000 | Sep 10, 2022 | 26d | — |
| Feb 10, 2022 | ATVI ↗ | Activision Blizzard | Purchase | Self | $1,001 - $15,000 | Mar 9, 2022 | 27d | — |
| Feb 10, 2022 | ATVI ↗ | Activision Blizzard | Purchase | Self | $1,001 - $15,000 | Mar 9, 2022 | 27d | — |
| Jan 25, 2022 | DIS ↗ | Walt Disney Company | Sale (Full) | Self | $1,001 - $15,000 | Feb 13, 2022 | 19d | — |
| Jan 25, 2022 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Self | $15,001 - $50,000 | Feb 13, 2022 | 19d | — |
| Jan 25, 2022 | PSDTX ↗ | Putnam Ultra Short Duration Income A | Sale (Full) | Self | $50,001 - $100,000 | Feb 13, 2022 | 19d | — |
| Oct 4, 2021 | FCX ↗ | Freeport-McMoRan Inc | Sale (Full) | Self | $1,001 - $15,000 | Nov 10, 2021 | 37d | — |
| Oct 22, 2021 | PYPL ↗ | Paypal Holdings Inc | Sale (Full) | Self | $1,001 - $15,000 | Nov 10, 2021 | 19d | — |
| Feb 20, 2020 | WMT ↗ | Walmart Inc | Purchase | Self | $1,001 - $15,000 | Nov 8, 2021 | 627d | — |
| Jun 15, 2021 | DOV ↗ | Dover Corporation | Purchase | Self | $15,001 - $50,000 | Nov 8, 2021 | 146d | — |
| May 14, 2020 | HD ↗ | Home Depot Inc | Purchase | Self | $1,001 - $15,000 | Nov 8, 2021 | 543d | — |
| May 14, 2020 | MMM ↗ | 3M Company | Sale (Full) | Self | $1,001 - $15,000 | Nov 8, 2021 | 543d | — |
| Apr 15, 2020 | TFC ↗ | Truist Financial Corporation | Sale (Full) | Self | $15,001 - $50,000 | Nov 8, 2021 | 572d | — |
| Dec 27, 2019 | TSS ↗ | Total System Services Inc | Sale (Full) | Self | $15,001 - $50,000 | Nov 8, 2021 | 682d | — |
| Dec 27, 2019 | UTX ↗ | United Technologies Corporation | Sale (Full) | Self | $1,001 - $15,000 | Nov 8, 2021 | 682d | — |
| Jun 16, 2020 | DOV ↗ | Dover Corporation | Purchase | Self | $15,001 - $50,000 | Oct 20, 2021 | 491d | — |
| May 13, 2021 | ACN ↗ | Accenture plc Class A ordinary | Purchase | Self | $50,001 - $100,000 | Jun 12, 2021 | 30d | — |
| May 4, 2021 | ALB ↗ | Albemarle Corporation | Purchase | Self | $15,001 - $50,000 | Jun 12, 2021 | 39d | — |
| May 13, 2021 | SSB ↗ | South State Corporation | Sale (Full) | Self | $15,001 - $50,000 | Jun 12, 2021 | 30d | — |
| May 4, 2021 | JNJ ↗ | Johnson & Johnson | Purchase | Self | $15,001 - $50,000 | Jun 12, 2021 | 39d | — |
| Apr 12, 2021 | TMO ↗ | Thermo Fisher Scientific Inc | Sale (Partial) | Self | $15,001 - $50,000 | May 9, 2021 | 27d | — |
| Mar 10, 2021 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $15,001 - $50,000 | Apr 6, 2021 | 27d | — |
| Mar 10, 2021 | TMO ↗ | Thermo Fisher Scientific Inc | Purchase | Self | $15,001 - $50,000 | Apr 6, 2021 | 27d | — |
| Mar 10, 2021 | DIS ↗ | Walt Disney Company | Purchase | Self | $15,001 - $50,000 | Apr 6, 2021 | 27d | — |
| Mar 10, 2021 | CHD ↗ | Church & Dwight Company, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Apr 6, 2021 | 27d | — |
| Mar 10, 2021 | NEE ↗ | NextEra Energy, Inc. | Purchase | Self | $1,001 - $15,000 | Apr 6, 2021 | 27d | — |
| Feb 18, 2021 | SSB ↗ | South State Corp | Purchase | Self | $15,001 - $50,000 | Mar 14, 2021 | 24d | — |
| Feb 10, 2021 | FCX ↗ | Freeport-McMoRan Inc | Purchase | Self | $15,001 - $50,000 | Mar 14, 2021 | 32d | — |
| Feb 26, 2021 | DE ↗ | Deere & Company | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 16d | — |
| Feb 26, 2021 | FCX ↗ | Freeport-McMoRan Inc | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 16d | — |
| Feb 10, 2021 | PYPL ↗ | Paypal holdings inc | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 32d | — |
| Feb 10, 2021 | DE ↗ | Deere & Company | Purchase | Self | $15,001 - $50,000 | Mar 14, 2021 | 32d | — |
| Feb 10, 2021 | SSB ↗ | South State Corp | Purchase | Self | $15,001 - $50,000 | Mar 14, 2021 | 32d | — |
| Feb 26, 2021 | SBUX ↗ | Starbucks Corp | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 16d | — |
| Feb 10, 2021 | VZ ↗ | Verizon Communications | Sale (Full) | Self | $1,001 - $15,000 | Mar 14, 2021 | 32d | — |
| Feb 10, 2021 | ALB ↗ | Albemarle Corp | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 32d | — |
| Dec 15, 2020 | D ↗ | Dominion Energy Inc | Sale (Full) | Self | $15,001 - $50,000 | Jan 13, 2021 | 29d | — |
| Sep 25, 2020 | NEE ↗ | NextEra Energy, Inc. | Purchase | Self | $15,001 - $50,000 | Oct 6, 2020 | 11d | — |
| Jul 2, 2020 | MRK ↗ | Merck & Company, Inc. Common Stock | Purchase | Self | $15,001 - $50,000 | Aug 18, 2020 | 47d | — |
| Jul 2, 2020 | CB ↗ | Chubb Limited | Purchase | Self | $15,001 - $50,000 | Aug 18, 2020 | 47d | — |
| Jul 2, 2020 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 18, 2020 | 47d | — |
| Feb 21, 2020 | RDS.B ↗ | Royal Dutch Shell PlC Royal Dutch Shell ... | Sale (Full) | Self | $15,001 - $50,000 | Jul 20, 2020 | 150d | — |
| Feb 28, 2020 | GOOGL ↗ | Alphabet Inc. - Class A | Purchase | Self | $1,001 - $15,000 | Jul 20, 2020 | 143d | — |
| Feb 21, 2020 | SSB ↗ | South State Corporation | Sale (Full) | Self | $50,001 - $100,000 | Jul 20, 2020 | 150d | — |