Rick W. Allen R

Republican representative for Georgia (GA-12), in the House since Jan 6, 2015.

Among all 439 members

Each dot is a member; Allen is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

Bills sponsored

In the 119th Congress (GovInfo's bill records)

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2025–26

$1.3M

2023–24

$1.2M

2021–22

$991K

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2025–26	$1,265,488	$625,822	$637,850	$0	$0	$975,580	$1,464,865	$0	$0
2023–24	$1,224,021	$626,893	$594,650	$0	$0	$908,308	$1,174,957	$0	$0
2021–22	$990,713	$656,840	$326,500	$0	$0	$778,378	$859,244	$3,170	$0

FEC totals through Oct 14, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Georgia versus everywhere else, each period.

From Georgia
From out of state

2025–26

$550K

2023–24

$592K

2021–22

$283K

Where it came from

Less
More
Their state

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

YANCEY BROS CO

$19K

POLLARD LUMBER

$19K

MAU INC

$16K

DUFFEY SOUTHEAST INC

$14K

MACUCH STEEL PRODUCTS

$13K

MAU

$13K

TODD STRATEGY GROUP

$13K

MILTON RUBEN AUTO GROUP

$12K

HLPR ADVOCACY

$11K

R W ALLEN LLC

$11K

POLLARD LUMBER CO INC

$9,900

TAXSLAYER

$9,700

The largest donors, and the numbers

Period	Itemized	Contributions	From GA	Retired donors
2025–26	$549,719	594	74%	22%
2023–24	$591,804	681	72%	19%
2021–22	$283,303	339	85%	21%

Donor	Where	Employer, occupation	Total
POLLARD, ROBERT W JR	APPLING, GA	POLLARD LUMBER, PRESIDENT	$19,400
SNELLING, III, GEORGE N.	AUGUSTA, GA	SELF EMPLOYED, REAL ESTATE	$19,400
STEPHENSON, DONNA Y. MR.	ATLANTA, GA	NONE, HOMEMAKER	$19,400
STEPHENSON, JAMES E. MR.	ATLANTA, GA	YANCEY BROS. CO., PRESIDENT/CHAIRMAN	$19,400
HATCHER, MARILEE MRS.	AUGUSTA, GA	MAU, INC, SPECIAL EVENT COORDINATOR	$16,100
MASSEY, JON G.	FOLSOM, LA	NONE, RETIRED	$14,000
BAKER, ROBERT D	CEDARTOWN, GA	DUFFEY SOUTHEAST, INC., CONSTRUCTION	$13,600
HATCHER, RANDALL	AUGUSTA, GA	MAU, PRESIDENT	$12,800
BLANCHARD, JAMES H. MR.	COLUMBUS, GA	NONE, RETIRED	$11,100
ROSENBAUM, JERR	ARLINGTON, VA	HLPR ADVOCACY, CONSULTANT	$10,983
LEWIS, J. MICHAEL MR.	DALLAS, TX	NONE, RETIRED	$9,800
WINCHESTER, GAYLE MRS.	ATLANTA, GA	NONE, RETIRED	$9,100
KATZ, MARVIN MR.	MARTINEZ, GA	NONE, RETIRED	$8,500
YOUNG, GARY W.	MARIETTA, GA	YOUNG CONTRACTING, EXECUTIVE	$7,900
DAVIS, JAY M. MR.	ATLANTA, GA	NATIONAL DISTRIBUTING COMPANY, EXECUTIVE	$7,200
BLANCHARD, LYNDA P. MRS.	AUGUSTA, GA	NONE, HOMEMAKER	$7,000
DORE, WILLIAM J. SR.	LAKE CHARLES, LA	NONE, RETIRED	$7,000
HENNEBERRY, BRIAN	POTOMAC, MD	KOCH, GOVERNMENT RELATIONS	$7,000
IBSEN, MICHAEL MR.	LITTLE ROCK, AR	OSCAR'S LIQUOR, OWNER/OPERATOR	$7,000
OLSEN, J. STEPHEN MR.	KEY LARGO, FL	NONE, RETIRED	$7,000
TROTTER, PAUL G. DR.	AUGUSTA, GA	SELF, ORTHODONTIST	$7,000
O'QUINN, JAMES DR.	NORTH AUGUSTA, SC	NONE, RETIRED	$6,900
HERBERT, MARK B.	EVANS, GA	HERBERT HOMES, OWNER	$6,800
PEROT, ROSS JR.	DALLAS, TX	HILLWOOD, REAL ESTATE DEVELOPMENT	$6,600
POLLARD, LEVI A	APPLING, GA	POLLARD LUMBER CO, INC., MANAGER/ENGINEER	$6,600

Their biggest PAC and party givers

THE HOME DEPOT INC.

$30K

NATIONAL CHICKEN COUNCIL

$30K

NATIONAL AUTOMOBILE DEALERS ASSOCIATION

$30K

AFLAC

$30K

MONROE ENERGY LLC FUELING THE CLIMB POLITICAL ACTION COMMITTEE

$28K

ASSOCIATED BUILDERS AND CONTRACTORS, INC. POLITICAL ACTION COMMITTEE (ABC PAC)

$28K

NATIONAL ASSOCIATION OF REALTORS

$27K

COX ENTERPRISES PAC (COXPAC) INC.

$25K

AMERICAN CRYSTAL SUGAR COMPAY

$25K

NATIONAL ASSOCIATION OF HOME BUILDERS

$24K

All 25

Committee	Connected organization	Total	Gifts
THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE	THE HOME DEPOT INC.	$30,000	8
NATIONAL CHICKEN COUNCIL POLITICAL ACTION COMMITTEE (FKA) NATIONAL BROILER COUNCIL PAC	NATIONAL CHICKEN COUNCIL	$30,000	9
NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL AUTOMOBILE DEALERS ASSOCIATION	$30,000	7
AFLAC POLITICAL ACTION COMMITTEE (AFLAC PAC)	AFLAC	$30,000	7
DELTA AIR LINES PAC	MONROE ENERGY LLC FUELING THE CLIMB POLITICAL ACTION COMMITTEE	$27,500	10
ASSOCIATED BUILDERS AND CONTRACTORS, INC. POLITICAL ACTION COMMITTEE (ABC PAC)		$27,500	8
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE	NATIONAL ASSOCIATION OF REALTORS	$27,000	9
COX ENTERPRISES PAC (COXPAC) INC.		$25,000	6
AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE	AMERICAN CRYSTAL SUGAR COMPAY	$25,000	5
BUILD POLITICAL ACTION COMMITTEE OF THE NATIONAL ASSOCIATION OF HOME BUILDERS (BUILDPAC)	NATIONAL ASSOCIATION OF HOME BUILDERS	$24,000	6
INSURED RETIREMENT INSTITUTE POLITICAL ACTION COMMITTEE (IRI PAC)		$22,500	8
INVESTMENT COMPANY INSTITUTE POLITICAL ACTION COMMITTEE (ICI PAC)	INVESTMENT COMPANY INSTITUTE	$20,500	8
NATIONAL ASSOCIATION OF BROADCASTERS POLITICAL ACTION COMMITTEE (NABPAC)	NATIONAL ASSOCIATION OF BROADCASTERS	$20,000	6
MAJORITY COMMITTEE PAC--MC PAC	MCCARTHY VICTORY FUND	$20,000	4
T-MOBILE US, INC. POLITICAL ACTION COMMITTEE (T-PAC)	T-MOBILE US, INC. POLITICAL ACTION COMMITTEE (T-PAC)	$19,000	10
VERIZON COMMUNICATIONS, INC. POLITICAL ACTION COMMITTEE (VERIZON PAC)		$18,500	7
NATIONAL COTTON COUNCIL OF AMERICA COMMITTEE FOR THE ADVANCEMENT OF COTTON	NATIONAL COTTON COUNCIL OF AMERICA	$17,500	6
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION AMERICA'S ELECTRIC COOPERATIVES PAC	NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)	$17,000	11
KOCH, INC. POLITICAL ACTION COMMITTEE (KOCHPAC)	KOCH, INC.	$17,000	5
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE		$15,994	37
UNITED STATES PEANUT POLITICAL ACTION COMMITTEE (US PEANUT PAC)		$15,000	5
TEACHERS INSURANCE ANNUITY ASSOCIATION OF AMERICA PAC (TIAA PAC)		$15,000	8
NATIONAL COMMUNITY PHARMACISTS ASSOCIATION - PAC	NATIONAL COMMUNITY PHARMACISTS ASSOCIATION	$15,000	6
GEORGIA POWER COMPANY FEDERAL PAC	GEORGIA POWER COMPANY	$15,000	6
COMCAST CORPORATION & NBCUNIVERSAL POLITICAL ACTION COMMITTEE - FEDERAL	COMCAST CORPORATION	$15,000	5

Outside spending for and against them

Against them
For them

All of it

$3,170

Who spent it

NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND

$3,170

See the data

Spender	For or against	Total	Reports
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND	for	$3,170	1

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

MR. ROBERT L. REDDING JR.

$50K

THE HOME DEPOT

$43K

SOUTHERN COMPANY

$43K

DELTA AIR LINES, INC.

$33K

AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE

$32K

NATIONAL CHICKEN COUNCIL

$30K

AFLAC INCORPORATED

$30K

KOCH GOVERNMENT AFFAIRS, LLC

$29K

NATIONAL AUTOMOBILE DEALERS ASSOCIATION

$25K

COX ENTERPRISES INC.

$25K

All 25

Registrant	Total	Items	First	Latest
MR. ROBERT L. REDDING JR.	$50,000	14	Jun 24, 2021	Apr 14, 2026
THE HOME DEPOT	$42,500	11	Dec 21, 2021	Mar 17, 2026
SOUTHERN COMPANY	$42,500	11	Sep 1, 2021	Mar 25, 2025
DELTA AIR LINES, INC.	$32,500	13	May 23, 2022	Jun 22, 2026
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE	$32,100	8	Mar 22, 2022	May 14, 2025
NATIONAL CHICKEN COUNCIL	$30,000	9	May 26, 2021	Feb 3, 2026
AFLAC INCORPORATED	$30,000	7	Apr 21, 2022	Feb 19, 2026
KOCH GOVERNMENT AFFAIRS, LLC	$29,000	8	Sep 14, 2022	Mar 26, 2026
NATIONAL AUTOMOBILE DEALERS ASSOCIATION	$25,000	6	Aug 24, 2021	Jul 1, 2025
COX ENTERPRISES INC.	$25,000	6	May 19, 2022	Jan 14, 2026
AMERICAN CRYSTAL SUGAR COMPANY	$25,000	5	Mar 17, 2022	Apr 28, 2026
NATIONAL ASSOCIATION OF REALTORS	$24,000	9	Nov 23, 2021	Mar 25, 2026
NATIONAL COTTON COUNCIL	$22,500	7	Jun 22, 2021	Jun 3, 2026
INSURED RETIREMENT INSTITUTE	$22,500	8	Apr 21, 2022	Apr 17, 2026
NATIONAL ASSOCIATION OF HOME BUILDERS	$22,000	5	Apr 19, 2022	Apr 1, 2026
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)	$21,500	16	Oct 28, 2021	May 21, 2026
INVESTMENT COMPANY INSTITUTE	$21,500	9	Mar 29, 2022	May 5, 2026
VERIZON COMMUNICATIONS INC. AND VARIOUS SUBSIDIARIES	$21,000	8	May 1, 2023	Mar 23, 2026
PRIMERICA LIFE INSURANCE COMPANY	$20,000	11	Sep 23, 2021	Mar 26, 2026
COMCAST CORPORATION	$20,000	7	Apr 17, 2023	Dec 22, 2025
ASSOCIATED BUILDERS AND CONTRACTORS, INC.	$20,000	6	Sep 22, 2021	May 28, 2026
T-MOBILE USA, INC.	$18,500	9	Mar 24, 2023	Jun 18, 2026
TIAA	$17,500	7	Jun 9, 2023	May 8, 2026
NATIONAL COMMUNITY PHARMACISTS ASSOCIATION	$17,500	7	Feb 2, 2022	Mar 26, 2026
LIBERTY MUTUAL GROUP	$17,000	7	May 22, 2023	Mar 30, 2026

How they've voted lately

Their last 150 roll calls in the 119th Congress, oldest to newest.

Yea
Nay
Not voting
Against their party

May 13, 2026Sep 16, 2026

On the most-lobbied bills

How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.

H.R. 1

An act to provide for reconciliation pursuant to title II of H. Con. R…

3,420 clients

H.R. 5376

Inflation Reduction Act of 2022

3,169 clients

H.R. 1319

American Rescue Plan Act of 2021

2,160 clients

H.R. 3684

Infrastructure Investment and Jobs Act

2,036 clients

H.R. 2617

Consolidated Appropriations Act, 2023

1,900 clients

H.R. 2471

Consolidated Appropriations Act, 2022

1,154 clients

H.R. 8800

National Defense Authorization Act for Fiscal Year 2027

966 clients

H.R. 2670

National Defense Authorization Act for Fiscal Year 2024

959 clients

H.R. 7900

National Defense Authorization Act for Fiscal Year 2023

899 clients

H.R. 4521

United States Innovation and Competition Act of 2021

875 clients

H.R. 4350

National Defense Authorization Act for Fiscal Year 2022

856 clients

H.R. 1968

Full-Year Continuing Appropriations and Extensions Act, 2025

812 clients

H.R. 8070

Servicemember Quality of Life Improvement and National Defense Authori…

797 clients

H.R. 3838

Streamlining Procurement for Effective Execution and Delivery and Nati…

744 clients

H.R. 4366

Consolidated Appropriations Act, 2024

728 clients

Every vote

Date	Question	Measure	Vote	Result
Sep 16, 2026	On Motion to Suspend the Rules and Pass	S. 2403 Retire through Ownership Act	yea	Passed
Sep 16, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 9497 Water Resources Development Act	yea	Passed
Sep 16, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 9340 Ratepayer Protection Act	yea	Passed
Sep 16, 2026	On Passage	H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A	yea	Passed
Sep 16, 2026	On Passage	H.R. 10326 PROOF Act	yea	Passed
Sep 16, 2026	On Passage	H.R. 9576 National Fraud Enforcement Division Act	yea	Passed
Sep 16, 2026	On Motion to Concur in the Senate Amendments	H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p	yea	Passed
Sep 15, 2026	On Agreeing to the Resolution	H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I	nay	Passed
Sep 15, 2026	On Passage	H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio	yea	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 9500 Tax Relief for Fraud Victims Act	not voting	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass	H.R. 2140 Diesel Emissions Reduction Act	not voting	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 4646 Whistleblower Protection Act	not voting	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act	not voting	Passed
Sep 15, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 2978 GUARD Act	not voting	Passed
Sep 15, 2026	On Agreeing to the Resolution	H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H.	yea	Passed
Sep 15, 2026	On Ordering the Previous Question	H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H.	yea	Passed
Sep 15, 2026	On Motion to Table	H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors	yea	Passed
Sep 14, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 3276 Local Communities & Bird Habitat Stewardship Act	yea	Passed
Sep 14, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act	yea	Passed
Sep 3, 2026	On Passage	H.R. 4795 Protect Economic and Academic Freedom Act	yea	Passed
Sep 2, 2026	On Passage	H.R. 1501 Protecting Domestic Mining Act	yea	Passed
Sep 2, 2026	On Motion to Suspend the Rules and Pass	H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j	yea	Failed
Sep 1, 2026	On Agreeing to the Resolution	H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards	yea	Passed
Sep 1, 2026	On Passage	H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig	yea	Passed
Sep 1, 2026	On Motion to Recommit	H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig	nay	Failed
Sep 1, 2026	On Agreeing to the Resolution	H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes	yea	Passed
Sep 1, 2026	On Agreeing to the Resolution	H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490)	yea	Passed
Sep 1, 2026	On Ordering the Previous Question	H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490)	yea	Passed
Sep 1, 2026	On Motion to Suspend the Rules and Concur in the Senate Amendments	H.R. 6500 AGOA Extension Act	yea	Passed
Aug 31, 2026	On Motion to Suspend the Rules and Pass	S. 32 Local Access to Courts Act	yea	Passed
Aug 31, 2026	On Motion to Suspend the Rules and Pass	S. 307 Prison Staff Safety Enhancement Act	yea	Passed
Jul 23, 2026	On Passage	H.R. 8884 Removing Barriers to Work for Disabled Americans Act	yea	Passed
Jul 23, 2026	On Agreeing to the Resolution	H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I	nay	Passed
Jul 22, 2026	On Agreeing to the Resolution	H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve	yea	Passed
Jul 22, 2026	On Passage	H.R. 7008 Stop Insider Trading Act	yea	Passed
Jul 22, 2026	On Motion to Recommit	H.R. 7008 Stop Insider Trading Act	nay	Failed
Jul 22, 2026	On Passage	H.R. 8800 National Defense Authorization Act for Fiscal Year 2027	yea	Passed
Jul 22, 2026	On Motion to Recommit	H.R. 8800 National Defense Authorization Act for Fiscal Year 2027	nay	Failed
Jul 22, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 22, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 22, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 22, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Passage	H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes	yea	Passed
Jul 21, 2026	On Passage	H.R. 6955 Main Street Act	yea	Passed
Jul 21, 2026	On Motion to Recommit	H.R. 6955 Main Street Act	nay	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	nay	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	nay	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yea	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	yeaagainst party	Agreed to
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	nay	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	nay	Failed
Jul 21, 2026	On Agreeing to the Amendment	H.R. 8800	nay	Failed
Jul 21, 2026	On Agreeing to the Resolution	H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the	yea	Passed
Jul 21, 2026	On Ordering the Previous Question	H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the	yea	Passed
Jul 21, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 1118 Value Over Cost Act	yea	Passed
Jul 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act	yea	Passed
Jul 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 4541 EARLY Act Reauthorization	yea	Passed
Jul 16, 2026	On Motion to Recommit	H.R. 9237 Take Care of America’s Veterans Act	nay	Failed
Jul 16, 2026	On Motion to Suspend the Rules and Pass	H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera	yea	Passed
Jul 15, 2026	On Passage	H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027	yea	Passed
Jul 15, 2026	On Motion to Recommit	H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027	nay	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	yea	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	nay	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	nay	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	yea	Failed
Jul 15, 2026	On Agreeing to the Amendment	H.R. 8595	nay	Failed
Jul 14, 2026	On Passage	H.R. 1181 Protecting Privacy in Purchases Act	yea	Passed
Jul 14, 2026	On Motion to Recommit	H.R. 1181 Protecting Privacy in Purchases Act	nay	Failed
Jul 14, 2026	On Passage	H.R. 139 Sunshine Protection Act	yea	Passed
Jul 14, 2026	On Agreeing to the Resolution	H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related	yea	Passed
Jul 14, 2026	On Ordering the Previous Question	H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related	yea	Passed
Jul 13, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8897 Improving Travel for American Families Act	yea	Passed
Jul 13, 2026	On Motion to Suspend the Rules and Pass	H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act	yea	Passed
Jun 30, 2026	On Agreeing to the Resolution	H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm	yea	Passed
Jun 30, 2026	On Agreeing to the Resolution	H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban	nay	Failed
Jun 30, 2026	On Agreeing to the Resolution	H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383	yea	Failed
Jun 30, 2026	On Ordering the Previous Question	H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383	yea	Passed
Jun 29, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 7128 TRIA Program Reauthorization Act	yea	Passed
Jun 29, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 7757 KIDS Act	yea	Passed
Jun 25, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 2478 Financial Exploitation Prevention Act	yea	Passed
Jun 24, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 915 Small Business Technological Advancement Act	yea	Passed
Jun 24, 2026	On Motion to Suspend the Rules and Pass	H.R. 7401 Small Business Lending Fraud Prevention Act	yea	Passed
Jun 23, 2026	On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt	H.R. 6644 Housing for the 21st Century Act	yea	Passed
Jun 23, 2026	On Motion to Suspend the Rules and Pass	S. 629 Emergency Conservation Program Improvement Act	yea	Passed
Jun 11, 2026	On Agreeing to the Resolution	H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau	yea	Passed
Jun 11, 2026	On Motion to Suspend the Rules and Pass	H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo	yea	Failed
Jun 10, 2026	On Passage	H.R. 8464 Stopping Fraudulent Payments Act	yea	Passed
Jun 10, 2026	On Motion to Recommit	H.R. 8464 Stopping Fraudulent Payments Act	nay	Failed
Jun 10, 2026	On Passage	H.R. 8312 Fraud Prevention and Accountability Act	yea	Passed
Jun 10, 2026	On Passage	H.R. 7892 No Aid for Ghost Students Act	yea	Passed
Jun 9, 2026	On Passage	H.R. 5408 Faster Labor Contracts Act	nay	Passed
Jun 9, 2026	On Agreeing to the Resolution	H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act	nay	Passed
Jun 9, 2026	On Passage	S. 2 Secure America Act	yea	Passed
Jun 9, 2026	On Motion to Commit	S. 2 Secure America Act	nay	Failed
Jun 9, 2026	On Motion to Discharge	H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act	nay	Passed
Jun 9, 2026	On Agreeing to the Resolution	H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355	yea	Passed
Jun 9, 2026	On Ordering the Previous Question	H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355	yea	Passed
Jun 8, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8428 Federal Fraud Prevention Workforce Training Act	yea	Passed
Jun 8, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 8466 TRUE Accountability Act	yea	Passed
Jun 4, 2026	On Passage	H.R. 2913 Ukraine Support Act	nay	Passed
Jun 4, 2026	On Agreeing to the Resolution	H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes	nay	Passed
Jun 4, 2026	On Passage	H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027	yea	Passed
Jun 4, 2026	On Motion to Recommit	H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027	nay	Failed
Jun 4, 2026	On Agreeing to the Resolution	H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules	yea	Passed
Jun 4, 2026	On Ordering the Previous Question	H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules	yea	Passed
Jun 4, 2026	On Agreeing to the Resolution	H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon	nay	Failed
Jun 3, 2026	On Motion to Discharge	H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes	nay	Passed
Jun 3, 2026	On Agreeing to the Resolution	H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I	nay	Passed
Jun 3, 2026	On Passage	H.R. 7726 No Funds for Repeat Child Care Violations Act	yea	Passed
Jun 3, 2026	On Motion to Recommit	H.R. 7726 No Funds for Repeat Child Care Violations Act	nay	Failed
Jun 3, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act	yea	Passed
Jun 3, 2026	On Agreeing to the Resolution	H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp	yea	Passed
Jun 3, 2026	On Ordering the Previous Question	H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp	yea	Passed
Jun 3, 2026	On Motion to Suspend the Rules and Pass	S. 254 ARTIST Act	yea	Passed
Jun 3, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 7618 American Battlefield Protection Program Amendments Act	yea	Passed
May 21, 2026	On Passage	H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act	yea	Passed
May 21, 2026	On Passage	H.R. 1041 Veterans 2nd Amendment Protection Act	yea	Passed
May 21, 2026	On Motion to Recommit	H.R. 1041 Veterans 2nd Amendment Protection Act	nay	Failed
May 21, 2026	On Passage	H.R. 1329 Smithsonian American Women’s History Museum Act	yea	Failed
May 21, 2026	On Motion to Recommit	H.R. 1329 Smithsonian American Women’s History Museum Act	nay	Failed
May 20, 2026	On Agreeing to the Resolution	H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604	yea	Passed
May 20, 2026	On Ordering the Previous Question	H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604	yea	Passed
May 20, 2026	On Passage	H.R. 2616 PROTECT Kids Act	yea	Passed
May 20, 2026	On Motion to Recommit	H.R. 2616 PROTECT Kids Act	nay	Failed
May 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass	S. 1003 Lulu’s Law	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass	S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 5317 Community Bank Deposit Access Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 4544 American Access to Banking Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Pass, as Amended	H.R. 3234 Keeping Deposits Local Act	yea	Passed
May 20, 2026	On Motion to Suspend the Rules and Agree	H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment	yea	Passed
May 15, 2026	On Passage	H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb	yea	Passed
May 15, 2026	On Agreeing to the Amendment	H.R. 8469	nay	Failed
May 14, 2026	On Passage	H.R. 8365 Monitor Accountability Act	yea	Passed
May 14, 2026	On Motion to Recommit	H.R. 8365 Monitor Accountability Act	nay	Failed
May 14, 2026	On Passage	H.R. 5625 Cashless Bail Reporting Act	yea	Passed
May 14, 2026	On Agreeing to the Resolution	H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag	nay	Failed
May 14, 2026	On Passage	H.R. 6260 Keeping Violent Offenders Off Our Streets Act	yea	Passed
May 14, 2026	On Motion to Recommit	H.R. 6260 Keeping Violent Offenders Off Our Streets Act	nay	Failed
May 13, 2026	On Motion to Suspend the Rules and Agree	H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor	yea	Passed
May 13, 2026	On Motion to Suspend the Rules and Agree	H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame	yea	Passed
May 13, 2026	On Agreeing to the Resolution	H.Con.Res. 96 Expressing support for law enforcement officers	yea	Passed

What they sponsor bills about

119th Congress: 22 sponsored, 0 became law · 118th Congress: 18 sponsored, 1 became law · 117th Congress: 9 sponsored, 0 became law

Labor and Employment

Science, Technology, Communications

Education

Health

Immigration

Finance and Financial Sector

Environmental Protection

Energy

Their bills

Bill	Latest action
H.R. 3944Public Law 118-57 To designate the facility of the United States Postal Service located at 120 West Church Street in Mount Vernon, Georgia	May 7, 2024 Became Public Law No: 118-57.
H.Res. 1521 Honoring the 100th anniversary of the American Cleaning Institute and recognizing the contributions of the cleaning prod	Sep 10, 2026 Referred to the House Committee on Energy and Commerce.
H.R. 9798 Employer Health Plan Flexibility Act	Jul 21, 2026 Referred to the Committee on Education and Workforce, and in addition to the Committee on Energy and Commerce,
H.R. 7895 PBM Kickback Prohibition Act	Jul 2, 2026 Placed on the Union Calendar, Calendar No. 634.
H.R. 7195 Timber Harvesters, Haulers, and Landowners Market Disruptions Relief Act	May 20, 2026 Referred to the Subcommittee on Forestry and Horticulture.
H.R. 6122 BARN Act	Nov 19, 2025 Referred to the House Committee on the Judiciary.
H.R. 5509 Safe Step Act	Sep 19, 2025 Referred to the House Committee on Education and Workforce.
H.R. 5169 Retire through Ownership Act	Jan 14, 2026 Placed on the Union Calendar, Calendar No. 383.
H.R. 4626 Home Appliance Protection and Affordability Act	Feb 25, 2026 Received in the Senate and Read twice and referred to the Committee on Energy and Natural Resources.
H.R. 4214 Clean Air and Building Infrastructure Improvement Act	Apr 28, 2026 Placed on the Union Calendar, Calendar No. 543.
H.R. 4154 Employee Rights Act	Jun 26, 2025 Referred to the Committee on Education and Workforce, and in addition to the Committee on the Judiciary, for a
H.R. 4122 Health Care for Energy Workers Act of 2025	Jun 25, 2026 Ordered to be Reported (Amended) by the Yeas and Nays: 32 - 0.
H.R. 2988 Protecting Prudent Investment of Retirement Savings Act	Jan 26, 2026 Received in the Senate and Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
H.R. 2403 TELL Act	Mar 27, 2025 Referred to the House Committee on Energy and Commerce.
H.R. 2241 Secret Ballot Protection Act	Mar 21, 2025 Referred to the House Committee on Education and Workforce.
H.R. 2099 To amend the Workforce Innovation and Opportunity Act to authorize a study to review specific outcomes of entrepreneuria	Mar 14, 2025 Referred to the House Committee on Education and Workforce.
H.R. 1975 BEAD FEE Act of 2025	Mar 10, 2025 Referred to the House Committee on Energy and Commerce.
H.R. 1649 Expanding Student Access to Mental Health Services Act	Feb 27, 2025 Referred to the House Committee on Education and Workforce.
H.R. 1446 Validate Prior Learning to Accelerate Employment Act	Feb 21, 2025 Referred to the House Committee on Education and Workforce.
H.Res. 144 Expressing support for the designation of the month of March 2025 as "National March into Literacy Month".	Feb 21, 2025 Referred to the House Committee on Education and Workforce.
H.R. 651 Spectrum Pipeline Act of 2025	Jan 23, 2025 Referred to the House Committee on Energy and Commerce.
H.R. 334 To amend the Communications Act of 1934 to establish technical and procedural standards for artificial or prerecorded vo	Jan 13, 2025 Referred to the House Committee on Energy and Commerce.
H.R. 254 American Science First Act	Jan 9, 2025 Referred to the House Committee on Science, Space, and Technology.
H.R. 8939 To amend the Communications Act of 1934 to establish technical and procedural standards for artificial or prerecorded vo	Jul 8, 2024 Referred to the House Committee on Energy and Commerce.
H.J.Res. 140 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Dep	May 15, 2024 Referred to the House Committee on Education and the Workforce.

Congress	Sponsored	Became law	Cosponsored
119th	22	0	147
118th	18	1	230
117th	9	0	291

5 former staff now lobbying

ERIC SHEPARD

FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC)

7 clients

TIMOTHY BAKER

ERVIN GRAVES STRATEGY GROUP, LLC

2 clients

SAMUEL SHEPHERD

PHILLIPS 66

1 client

KATIE HUNTER MERCER

WALMART INC.

1 client

WALKER GALLMAN

RAI SERVICES COMPANY

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
ERIC SHEPARD	Professional Staff, Deputy Clerk, Staff Assistant, Committee on Rules; Legislative Correspondent, Rep. Rick Allen; Intern, Rep Pete Sessions; Intern, Rep Todd Rokita.	FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC)	7	2026
TIMOTHY BAKER	Rep. Max Burns - Chief of Staff (2001-2003); Rep. Tom Graves - Chief of Staff (2010-2015); Rep. Rick Allen - Chief of Staff (2015-2021); Rep. Mary Miller - Chief of Staff (2021)	ERVIN GRAVES STRATEGY GROUP, LLC	2	2022–2023
SAMUEL SHEPHERD	Legislative Assistant, Sr. Legislative Assistant, Legislative Director - Office of Congressman Rick Allen; Field Representative - Office of Congressman Rick Allen; Confidential Assistant and Speechwriter - Dept of Agriculture	PHILLIPS 66	1	2026
KATIE HUNTER MERCER	Rep. Rick Allen 2015-2021, LA, LD; Rep. Morgan Griffith, 2011-2015, Staff Assistant, LC, LA	WALMART INC.	1	2023
WALKER GALLMAN	Legislative Correspondent, Staff Assistant, Rep Rick Allen; Intern, Rep Tom Graves	RAI SERVICES COMPANY	1	2022

From their payroll to lobbying

People Allen's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Allen themselves.

CATHERINE DOUGLAS ✓

Legislative Assistant · Legislative Correspondent · Staff Assistant, last paid Q2 2024 · PHARMACEUTICAL RESEARCH AND MANUFACTURERS OF AMERICA

1 client

SAMUEL SHEPHERD ✓

Legislative Assistant · Legislative Director, last paid Q1 2026 · PHILLIPS 66

1 client

ANDREA PORWOLL

Communications Director, last paid Q1 2022 · CHAMBER OF COMMERCE OF THE U.S.A.

1 client

See the data

Lobbyist	On the payroll as	Last paid	Lobbying for	Clients	Years	Confirmed
CATHERINE DOUGLAS	Legislative Assistant · Legislative Correspondent · Staff Assistant	Q2 2024	PHARMACEUTICAL RESEARCH AND MANUFACTURERS OF AMERICA	1	2024–2026	yes
SAMUEL SHEPHERD	Legislative Assistant · Legislative Director	Q1 2026	PHILLIPS 66	1	2026	yes
ANDREA PORWOLL	Communications Director	Q1 2022	CHAMBER OF COMMERCE OF THE U.S.A.	1	2025–2026	no

Subcommittees

Holdings and trades

$9.9M – $36.4Mnet worth, 2025 report

515trades on their reports

153 of 252trades reported after 45 days

357 daystypical time to report a trade

0reports filed on paper

4filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2025 report

Personal Home

Real Estate · Self

$1.0M+

Personal Home in DC

Real Estate · Self

$1.0M+

RW Allen Construction LLC2, 22% Interest

Business Entity · Spouse

$1.0M+

R.W. ALLEN, LLC ⇒ CASH ASSETS, 44% Interest

Business Entity · Spouse

$1.0M+

1015 Broad Street, LLC ⇒ Commercial Rental Property

Real Estate · Self

$500K+

Schwab U.S. Broad Market ETF

Mutual Funds · Self

$250K+

R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100 2

Life Insurance · Self

$250K+

RWA&A - Securities ⇒ Schwab U.S. Broad Market ETF

Mutual Funds · Spouse

$250K+

Northwestern Mutual ORD Life-Former EOL

Life Insurance · Spouse

$100K+

Schwab U.S. Broad Market ETF

Mutual Funds · Spouse

$100K+

Schwab U.S. Broad Market ETF

Mutual Funds · Spouse

$100K+

RAWA Leasing Equipment

Business Entity · Self

$100K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Personal Home	Real Estate	Self	$1.0M – $5.0M	Rent: $5,001 – $15K
Personal Home in DC	Real Estate	Self	$1.0M – $5.0M	Rent: $15K – $50K
RW Allen Construction LLC2, 22% Interest	Business Entity	Spouse	$1.0M – $5.0M	Business Income: $100K – $1.0M
R.W. ALLEN, LLC ⇒ CASH ASSETS, 44% Interest	Business Entity	Spouse	$1.0M – $5.0M	Business Income: $50K – $100K
1015 Broad Street, LLC ⇒ Commercial Rental Property	Real Estate	Self	$500K – $1.0M	Rent: $100K – $1.0M
Schwab U.S. Broad Market ETF	Mutual Funds	Self	$250K – $500K	Tax-Deferred: —
R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100 2	Life Insurance	Self	$250K – $500K	Dividends: $5,001 – $15K
RWA&A - Securities ⇒ Schwab U.S. Broad Market ETF	Mutual Funds	Spouse	$250K – $500K	Dividends: $2,501 – $5,000
Northwestern Mutual ORD Life-Former EOL	Life Insurance	Spouse	$100K – $250K	Dividends: $5,001 – $15K
Schwab U.S. Broad Market ETF	Mutual Funds	Spouse	$100K – $250K	Tax-Deferred: —
Schwab U.S. Broad Market ETF	Mutual Funds	Spouse	$100K – $250K	Tax-Deferred: —
RAWA Leasing Equipment	Business Entity	Self	$100K – $250K	Rent: $15K – $50K
iShares MSCI USA Min Vol Factor ETF	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Schwab US Dividend Equity ETF	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Alphabet Inc. - Class A	Corporate Securities	Spouse	$100K – $250K	Capital Gains, Dividends: $2,501 – $5,000
SPDR Select Sector Fund - Technology	Mutual Funds	Spouse	$100K – $250K	Dividends: $201 – $1,000
R.W. Allen Construction Services, LLC, 15% Interest	Business Entity	Spouse	$100K – $250K	Business Income: $100K – $1.0M
R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life	Life Insurance	Spouse	$100K – $250K	Dividends: $2,501 – $5,000
R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 2	Life Insurance	Self	$100K – $250K	Dividends: $2,501 – $5,000
R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life	Life Insurance	Self	$100K – $250K	Dividends: $2,501 – $5,000
R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life 2	Life Insurance	Self	$100K – $250K	Dividends: $2,501 – $5,000
RWA&A - Securities ⇒ AbbVie Inc.	Corporate Securities	Spouse	$100K – $250K	Dividends: $2,501 – $5,000
RWA&A - Securities ⇒ Alphabet Inc. - Class A	Corporate Securities	Spouse	$100K – $250K	Dividends: $201 – $1,000
RWA&A - Securities ⇒ Amazon.com, Inc.	Corporate Securities	Spouse	$100K – $250K	None: —
RWA&A - Securities ⇒ Centier Bank 4.8% CD FDIC INS DUE 07/27/26 (15140RCU1)	Bank Deposit	Spouse	$100K – $250K	Interest: $5,001 – $15K

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)

2023–2023 · $1.2M – $3.2M

39 trades

Schwab U.S. Broad Market ETF (SCHB)

2021–2025 · $343K – $1.1M

19 trades

Nuveen Preferred Securities Fund - Cl R (NPSRX)

2023–2025 · $88K – $445K

18 trades

Schwab US Dividend Equity ETF (SCHD)

2021–2025 · $247K – $705K

16 trades

South State Corporation (SSB)

2019–2023 · $465K – $1.3M

15 trades

Schwab U.S. Mid Cap ETF (SCHM)

2021–2024 · $222K – $630K

12 trades

Schwab U.S. Small-Cap ETF (SCHA)

2021–2024 · $96K – $390K

12 trades

Walt Disney Company (DIS)

2017–2022 · $137K – $480K

11 trades

Schwab International Dividend Equity ETF (SCHY)

2023–2025 · $80K – $325K

10 trades

Accenture plc Class A Ordinary Shares (ACN)

2019–2026 · $212K – $530K

9 trades

Their latest 300 of 515 trades

Date	Asset	Trade	Owner	Amount	Days to report
2026-09-22	AutoZone, Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	22
2026-09-18	Costco Wholesale Corporation - Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$1,001 – $15K	26
2026-08-12	Taiwan Semiconductor Manufacturing Company Ltd. via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$1,001 – $15K	41
2026-08-12	Rollins, Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	41
2026-08-12	Broadcom Inc. - Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$1,001 – $15K	41
2026-07-14	Broadcom Inc. - Common Stock (AVGO) [ST] Further, I CERTIFY that I have disclosed Richard via Livtr	Purchase	Spouse	$1,001 – $15K	35
2026-07-14	Advanced Micro Devices, Inc. via Livtr	Purchase	Spouse	$1,001 – $15K	35
2026-07-14	Abbott Laboratories Common Stock via Livtr	Sale (Full)	Spouse	$15K – $50K	35
2026-06-10	Intuit Inc. - Common Stock via Livtr	Sale (Full)	Spouse	$15K – $50K	35
2026-05-19	US Treasury Note 4% DUE 5/31/30 (91282CNG2) via SCH1	Purchase	Self	$100K – $250K	28
2026-05-08	Taiwan Semiconductor Manufacturing Company Ltd. via Livtr	Purchase	Spouse	$1,001 – $15K	39
2026-05-08	American Express Company Common Stock via Livtr	Purchase	Spouse	$1,001 – $15K	39
2026-05-08	Accenture plc Class A Ordinary Shares via Livtr	Sale (Full)	Spouse	$15K – $50K	39
2026-04-16	US Treasury Note 4/375% DUE 12/15/26 (91282CJP7) via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$100K – $250K	50
2026-04-16	US Treasury Note 3.75% DUE 12/31/28 (91282CJR3)) via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$100K – $250K	50
2026-04-16	S&P Global Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	50
2026-04-16	Procter & Gamble Company via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	50
2026-04-16	Intuit Inc. - Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	50
2026-04-16	Abbott Laboratories Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	50
2026-04-15	Ameriprise Financial, Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$50K – $100K	51
2026-03-24	US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) via SCH1	Purchase	Self	$15K – $50K	41
2026-02-19	Taiwan Semiconductor Manufacturing Company Ltd. via Livtr	Purchase	Spouse	$1,001 – $15K	20
2026-02-19	Kinder Morgan, Inc. Common Stock via Livtr	Purchase	Spouse	$1,001 – $15K	20
2026-02-19	Intuit Inc. - Common Stock via Livtr	Sale (Full)	Spouse	$1,001 – $15K	20
2026-02-18	US Treasury Note 4% DUE 7/31/29 (91282CLC3) [GS] SP) Inc. (Owner: SP) Inc. ⇒ RWA&A - Secur via SCH1	Purchase	Self	$50K – $100K	21
2026-02-18	Intuit Inc. - Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	21
2026-01-26	US Treasury Note 3.5% DUE 01/31/28 (91282CGH8) [GS] Richmond, GA, US via SCH1	Purchase	Self	$100K – $250K	22
2026-01-14	S&P Global Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$15K – $50K	34
2026-01-14	Paychex, Inc. - Common Stock via Livtr	Sale (Full)	Spouse	$15K – $50K	34
2026-01-14	American Water Works Company, Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$50K – $100K	34
2025-12-29	iShares iBonds Dec 2029 Term Treasury ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2025-12-29	iShares iBonds Dec 2027 Term Treasury ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2025-12-29	State Street Health Care Select Sector SPDR ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2025-12-22	Goldman Sachs ActiveBeta International Equity ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2025-12-22	iShares MSCI USA Min Vol Factor ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2025-12-22	Schwab U.S. Broad Market ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2025-12-22	iShares iBonds Dec 2028 Term Treasury ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2025-12-19	iShares iBonds Dec 2029 Term Treasury ETF via IRA	Purchase	Self	$15K – $50K	annual
2025-12-19	iShares iBonds Dec 2029 Term Treasury ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2025-12-19	iShares iBonds Dec 2029 Term Treasury ETF via Inira	Purchase	Spouse	$15K – $50K	annual
2025-12-12	Netflix, Inc. - Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$1,001 – $15K	34
2025-12-12	Ferguson Enterprises Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$15K – $50K	34
2025-12-11	Nuveen Preferred Securities Fund - Cl R via SCH1	Purchase	Self	$1,001 – $15K	annual
2025-12-10	Morley Principal Stable Value Fund Class Z via 401k Account	Sale (Partial)	Spouse	$50K – $100K	annual
2025-12-02	DoubleLine Asset-Backed Securities ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2025-11-14	US Treasur Note 3.75% Due 08/15/27 (91282CLG4) via SCH1	Purchase	Self	$50K – $100K	25
2025-11-13	DoubleLine Asset-Backed Securities ETF via SCH1	Purchase	Self	$15K – $50K	annual
2025-11-05	Schwab US Dividend Equity ETF via IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2025-11-05	DoubleLine Asset-Backed Securities ETF via IRA	Purchase	Self	$1,001 – $15K	annual
2025-11-05	Schwab U.S. Broad Market ETF via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-11-05	DoubleLine Asset-Backed Securities ETF via Inira	Purchase	Spouse	$1,001 – $15K	annual
2025-10-16	Nuveen Preferred Securities Fund - Cl R via Cont IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-10-15	iShares iBonds Dec 2025 Term Treasury ETF via Cont IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-10-13	Champions Retreat Cottage, LLC, 20% Interest via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$100K – $250K	annual
2025-10-10	US Treasury Bill 91282CLP4 3.5% Due 9/30/26 via SCH1	Purchase	Self	$50K – $100K	34
2025-10-10	Church & Dwight Company, Inc. Common Stock via Livtr	Sale (Full)	Spouse	$15K – $50K	34
2025-10-09	iShares iBonds Dec 2029 Term Treasury ETF via Livtr	Purchase	Spouse	$15K – $50K	annual
2025-10-03	Nuveen Preferred Securities Fund - Cl R via SCH1	Purchase	Self	$1,001 – $15K	annual
2025-09-22	iShares iBonds Dec 2027 Term Treasury ETF via Livtr	Purchase	Spouse	$1,001 – $15K	annual
2025-09-22	iShares iBonds Dec 2028 Term Treasury ETF via Livtr	Purchase	Spouse	$15K – $50K	annual
2025-09-22	iShares iBonds Dec 2029 Term Treasury ETF via Livtr	Purchase	Spouse	$1,001 – $15K	annual
2025-09-12	Accenture plc Class A Ordinary Shares via Livtr	Sale (Full)	Spouse	$1,001 – $15K	25
2025-09-03	Schwab U.S. Broad Market ETF via IRA	Sale (Partial)	Self	$15K – $50K	annual
2025-08-19	US Treasury Bill 91282CHB0 DUE 5/15/26 3.625% via SCH1	Purchase	Self	$100K – $250K	24
2025-08-19	Atmos Energy Corporation Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$15K – $50K	24
2025-08-19	Accenture plc Class A Ordinary Shares via Livtr	Sale (Full)	Spouse	$1,001 – $15K	24
2025-08-18	iShares iBonds Dec 2027 Term Treasury ETF via Livtr	Purchase	Spouse	$1,001 – $15K	annual
2025-07-24	Schwab US Dividend Equity ETF via Livtr	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-07-10	US Treasury Bill 912797PV3 via SCH1	Purchase	Self	$50K – $100K	32
2025-07-10	US Treasury Bill 912797PD3 via SCH1	Purchase	Self	$50K – $100K	32
2025-07-10	Charles Schwab Corporation via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$15K – $50K	32
2025-07-09	iShares iBonds Dec 2027 Term Treasury ETF via Livtr	Purchase	Spouse	$1,001 – $15K	annual
2025-07-09	Alphabet Inc. - Class A Common Stock via Livtr	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-06-26	RWA&A - Securities ⇒ Goldman Sachs ActiveBeta International Equity ETF via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	annual
2025-06-26	RWA&A - Securities ⇒ Schwab International Dividend Equity ETF via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	annual
2025-06-24	Schwab International Dividend Equity ETF via IRA	Sale (Full)	Self	$15K – $50K	annual
2025-06-24	Goldman Sachs ActiveBeta International Equity ETF via IRA	Purchase	Self	$15K – $50K	annual
2025-06-24	Goldman Sachs ActiveBeta International Equity ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2025-06-24	Schwab International Dividend Equity ETF via Cont IRA	Sale (Full)	Spouse	$15K – $50K	annual
2025-06-24	Schwab International Dividend Equity ETF via Inira	Sale (Full)	Spouse	$1,001 – $15K	annual
2025-06-24	Goldman Sachs ActiveBeta International Equity ETF via Inira	Purchase	Spouse	$15K – $50K	annual
2025-06-20	Intuit Inc. - Common Stock via R.W. Allen & Associates, Inc.	Purchase	Spouse	$1,001 – $15K	25
2025-05-28	RWA&A - Securities ⇒ iShares iBonds Dec 2028 Term Treasury ETF via R.W. Allen & Associates, Inc.	Purchase	Spouse	$100K – $250K	annual
2025-05-16	US Treasury Bill 912797MS3 DUE 10/02/25 via SCH1	Purchase	Self	$1,001 – $15K	33
2025-05-16	Thermo Fisher Scientific Inc Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	33
2025-05-16	Netflix, Inc. - Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$15K – $50K	33
2025-04-15	US Treasury Bill - Due 5/15/26 3.625% - 91282CHB0 via R.W. Allen & Associates, Inc. > R.W. ALLEN, LLC > LIFE INSURANCE TRUST	Sale (Full)	Spouse	$100K – $250K	30
2025-04-15	US Treasury Bill - Due 3/15/2027 4.25% - 91282CKE0 via R.W. Allen & Associates, Inc. > R.W. ALLEN, LLC > LIFE INSURANCE TRUST	Sale (Full)	Spouse	$50K – $100K	30
2025-04-15	US Treasury Bill - Due 12/31/2025 4.25% - 91282CJS1 via R.W. Allen & Associates, Inc. > R.W. ALLEN, LLC > LIFE INSURANCE TRUST	Sale (Full)	Spouse	$15K – $50K	30
2025-04-14	US Treasury Bill (91282CHB0) via SCH1	Sale (Full)	Self	$100K – $250K	annual
2025-04-14	US Treasury Bill (91282CKE0) via SCH1	Sale (Partial)	Self	$50K – $100K	annual
2025-04-14	US Treasury Bill (91282CJS1) via SCH1	Sale (Full)	Self	$50K – $100K	annual
2025-04-11	Thermo Fisher Scientific Inc Common Stock via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	34
2025-03-21	iShares iBonds Dec 2025 Term Treasury ETF via IRA	Purchase	Self	$15K – $50K	annual
2025-03-21	iShares iBonds Dec 2028 Term Treasury ETF via IRA	Purchase	Self	$15K – $50K	annual
2025-02-26	US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 via Livtr	Purchase	Spouse	$50K – $100K	14
2025-02-19	Schwab International Dividend Equity ETF via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-02-19	iShares iBonds Dec 2025 Term Treasury ETF via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-02-19	Schwab U.S. Broad Market ETF via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-02-19	Nuveen Preferred Securities Fund - Cl R via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2025-01-27	US Treasury Bill 91282CKE0 [GS] Inc. (Owner: SP) Inc. ⇒ RWA&A - Securities via SCH1	Purchase	Self	$100K – $250K	24
2025-01-27	US Treasury Bill 91282CHB0 via SCH1	Purchase	Self	$100K – $250K	24
2025-01-24	Nuveen Preferred Securities Fund - Cl R via SCH1	Purchase	Self	$1,001 – $15K	annual
2025-01-17	AutoZone, Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$15K – $50K	34
2025-01-16	iShares iBonds Dec 2028 Term Treasury ETF via Inira	Purchase	Spouse	$1,001 – $15K	annual
2025-01-08	US Treasury Bill 912797JR9 via SCH1	Sale (Partial)	Self	$15K – $50K	43
2025-01-08	US Treasury Bill 912797JR9 via SCH1	Sale (Partial)	Self	$15K – $50K	43
2025-01-01	R.W. Allen Construction Services, LLC, 15% Interest via R.W. Allen & Associates, Inc.	Purchase	Spouse	$50K – $100K	annual
2024-12-20	iShares iBonds Dec 2028 Term Treasury ETF via IRA	Purchase	Self	$15K – $50K	annual
2024-12-20	iShares iBonds Dec 2027 Term Treasury ETF via IRA	Purchase	Self	$15K – $50K	annual
2024-12-20	iShares iBonds Dec 2028 Term Treasury ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-12-20	iShares iBonds Dec 2027 Term Treasury ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2024-12-12	Rollins, Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$15K – $50K	35
2024-12-03	US Treasury Note 4.25% Due 12/31/25 (91282CJS1) via SCH1	Purchase	Self	$50K – $100K	44
2024-12-03	US Treasury Bill Due 03/20/25 (912797KJ5) via SCH1	Purchase	Self	$15K – $50K	44
2024-12-03	US Treasu Note 4.375% Due 12/15/26 (91282CJP7) via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$100K – $250K	44
2024-11-18	Schwab US Dividend Equity ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-11-18	iShares iBonds Dec 2026 Term Treasury ETF via Inira	Purchase	Spouse	$1,001 – $15K	annual
2024-10-21	iShares iBonds Dec 2027 Term Treasury ETF via Inira	Purchase	Spouse	$15K – $50K	annual
2024-10-21	iShares iBonds Dec 2026 Term Treasury ETF via Inira	Purchase	Spouse	$1,001 – $15K	annual
2024-10-15	Nuveen Preferred Securities Fund - Cl R via SCH1	Purchase	Self	$1,001 – $15K	annual
2024-10-15	iShares iBonds Dec 2027 Term Treasury ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-10-09	US Treasury Bill 91282CJR3 via R.W. Allen & Associates, Inc.	Purchase	Spouse	$100K – $250K	36
2024-09-13	US Treasury Bill 912797HP5 via SCH1	Sale (Full)	Self	$100K – $250K	35
2024-09-12	Charles Schwab Corporation via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	36
2024-09-12	Schwab US Dividend Equity ETF via IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-09-12	iShares iBonds Dec 2027 Term Treasury ETF via IRA	Purchase	Self	$1,001 – $15K	annual
2024-08-26	US Treasury Bill 912797HP5 via SCH1	Sale (Full)	Self	$50K – $100K	25
2024-08-14	Deere & Company Common Stock via Livtr	Sale (Full)	Spouse	$1,001 – $15K	37
2024-07-16	Johnson & Johnson Common Stock via Livtr	Sale (Full)	Spouse	$15K – $50K	23
2024-07-16	AutoZone, Inc. Common Stock via Livtr	Purchase	Spouse	$15K – $50K	23
2024-07-16	RWA&A - Securities ⇒ SPDR Select Sector Fund - Financial via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	annual
2024-07-16	Schwab U.S. Broad Market ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-06-25	US Treasury Bill 912797JR9 via SCH1	Purchase	Self	$250K – $500K	15
2024-06-25	US Treasury Bill 912797HP5 via SCH1	Purchase	Self	$250K – $500K	15
2024-06-13	Johnson & Johnson Common Stock via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	27
2024-05-20	Starbucks Corporation - Common Stock via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	32
2024-05-20	Cintas Corporation - Common Stock via R.W. Allen & Associates, Inc.	Purchase	Spouse	$1,001 – $15K	32
2024-05-20	RWA&A - Securities ⇒ SPDR Select Sector Fund - Technology via R.W. Allen & Associates, Inc.	Purchase	Spouse	$50K – $100K	annual
2024-05-20	RWA&A - Securities ⇒ Schwab U.S. Mid Cap ETF via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	annual
2024-05-20	RWA&A - Securities ⇒ Schwab U.S. Small-Cap ETF via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	annual
2024-05-20	SPDR Select Sector Fund - Consumer Discretionary via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-05-16	iShares iBonds Dec 2024 Term Treasury ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2024-05-07	iShares iBonds Dec 2025 Term Treasury ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-04-23	US Treasury Bill DUE 09/15/25 (91282CFK2) via Livtr	Purchase	Spouse	$15K – $50K	21
2024-04-10	SPDR Select Sector Fund - Consumer Discretionary via IRA	Purchase	Self	$15K – $50K	annual
2024-04-10	SPDR Select Sector Fund - Health Care via IRA	Purchase	Self	$15K – $50K	annual
2024-04-10	SPDR Select Sector Fund - Health Care via IRA	Purchase	Self	$15K – $50K	annual
2024-04-10	SPDR Select Sector Fund - Consumer Staples via IRA	Sale (Partial)	Self	$15K – $50K	annual
2024-04-10	SPDR Select Sector Fund - Financial via IRA	Purchase	Self	$15K – $50K	annual
2024-04-10	The Communication Services Select Sector SPDR Fund via IRA	Purchase	Self	$15K – $50K	annual
2024-04-10	iShares MSCI USA Min Vol Factor ETF via IRA	Purchase	Self	$50K – $100K	annual
2024-04-10	Schwab International Dividend Equity ETF via IRA	Purchase	Self	$15K – $50K	annual
2024-04-10	Schwab U.S. Mid Cap ETF via IRA	Sale (Full)	Self	$50K – $100K	annual
2024-04-10	Schwab US Dividend Equity ETF via IRA	Sale (Partial)	Self	$15K – $50K	annual
2024-04-10	Schwab U.S. Broad Market ETF via IRA	Sale (Partial)	Self	$100K – $250K	annual
2024-04-10	iShares MSCI USA Quality Factor ETF via IRA	Purchase	Self	$50K – $100K	annual
2024-04-10	Nuveen Preferred Securities Fund - Cl R via Livtr	Purchase	Spouse	$15K – $50K	annual
2024-04-10	SPDR Select Sector Fund - Consumer Discretionary via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-04-10	SPDR Select Sector Fund - Health Care via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-04-10	SPDR Select Sector Fund - Consumer Staples via Cont IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2024-04-10	SPDR Select Sector Fund - Financial via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-04-10	The Communication Services Select Sector SPDR Fund via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-04-10	iShares MSCI USA Min Vol Factor ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2024-04-10	Schwab U.S. Mid Cap ETF via Cont IRA	Sale (Full)	Spouse	$15K – $50K	annual
2024-04-10	Schwab US Dividend Equity ETF via Cont IRA	Sale (Partial)	Spouse	$50K – $100K	annual
2024-04-10	Schwab U.S. Broad Market ETF via Cont IRA	Sale (Partial)	Spouse	$15K – $50K	annual
2024-04-10	iShares MSCI USA Quality Factor ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2024-04-10	SPDR Select Sector Fund - Consumer Discretionary via Inira	Purchase	Spouse	$1,001 – $15K	annual
2024-04-10	SPDR Select Sector Fund - Health Care via Inira	Purchase	Spouse	$1,001 – $15K	annual
2024-04-10	SPDR Select Sector Fund - Consumer Staples via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2024-04-10	SPDR Select Sector Fund - Financial via Inira	Purchase	Spouse	$1,001 – $15K	annual
2024-04-10	The Communication Services Select Sector SPDR Fund via Inira	Purchase	Spouse	$1,001 – $15K	annual
2024-04-10	iShares MSCI USA Min Vol Factor ETF via Inira	Purchase	Spouse	$15K – $50K	annual
2024-04-10	Schwab International Dividend Equity ETF via Inira	Purchase	Spouse	$15K – $50K	annual
2024-04-10	Schwab U.S. Mid Cap ETF via Inira	Sale (Full)	Spouse	$15K – $50K	annual
2024-04-10	Schwab US Dividend Equity ETF via Inira	Sale (Partial)	Spouse	$50K – $100K	annual
2024-04-10	Schwab U.S. Broad Market ETF via Inira	Sale (Partial)	Spouse	$15K – $50K	annual
2024-04-10	iShares MSCI USA Quality Factor ETF via Inira	Purchase	Spouse	$15K – $50K	annual
2024-04-09	Ameriprise Financial, Inc. Common Stock via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$50K – $100K	35
2024-04-09	Schwab U.S. Mid Cap ETF via Livtr	Sale (Full)	Spouse	$15K – $50K	annual
2024-04-09	RWA&A - Securities ⇒ The Communication Services Select Sector SPDR Fund via R.W. Allen & Associates, Inc.	Purchase	Spouse	$100K – $250K	annual
2024-04-09	Schwab U.S. Small-Cap ETF via Livtr	Sale (Full)	Spouse	$1,001 – $15K	annual
2024-04-02	US Treasury Bill Due 3/20/2025 (912797KJ5) via SCH1	Purchase	Self	$1,001 – $15K	42
2024-04-02	iShares iBonds Dec 2026 Term Treasury ETF via IRA	Purchase	Self	$15K – $50K	annual
2024-04-02	iShares iBonds Dec 2026 Term Treasury ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2024-04-02	iShares iBonds Dec 2025 Term Treasury ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-03-07	SPDR Select Sector Fund - Utilities via IRA	Sale (Full)	Self	$15K – $50K	annual
2024-03-07	Schwab U.S. Small-Cap ETF via IRA	Sale (Full)	Self	$15K – $50K	annual
2024-03-07	iShares iBonds Dec 2024 Term Treasury ETF via IRA	Purchase	Self	$50K – $100K	annual
2024-03-07	Schwab International Dividend Equity ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-03-04	SPDR Select Sector Fund - Utilities via Inira	Sale (Full)	Spouse	$15K – $50K	annual
2024-03-04	Schwab U.S. Small-Cap ETF via Inira	Sale (Full)	Spouse	$15K – $50K	annual
2024-02-07	iShares iBonds Dec 2026 Term Treasury ETF via Inira	Purchase	Spouse	$1,001 – $15K	annual
2024-01-24	SPDR Select Sector Fund - Consumer Staples via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-01-24	Schwab International Dividend Equity ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2024-01-19	Nuveen Preferred Securities Fund - Cl R via SCH1	Purchase	Self	$1,001 – $15K	annual
2024-01-19	RWA&A - Securities ⇒ SPDR Select Sector Fund - Technology via R.W. Allen & Associates, Inc.	Purchase	Spouse	$50K – $100K	annual
2024-01-19	RWA&A - Securities ⇒ SPDR Select Sector Fund - Financial via R.W. Allen & Associates, Inc.	Purchase	Spouse	$50K – $100K	annual
2024-01-19	Nuveen Preferred Securities Fund - Cl R via Livtr	Purchase	Spouse	$15K – $50K	annual
2024-01-19	Schwab U.S. Mid Cap ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2024-01-17	BlackRock, Inc. Common Stock via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$50K – $100K	30
2024-01-11	US Treasury Bill 912797LL9 via SCH1	Sale (Full)	Self	$50K – $100K	36
2024-01-11	US Treasury Bill 912797GD3 via SCH1	Sale (Full)	Self	$15K – $50K	36
2024-01-08	Schwab U.S. Broad Market ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2024-01-03	iShares iBonds Dec 2025 Term Treasury ETF via Inira	Purchase	Spouse	$15K – $50K	annual
2024-01-02	Schwab US Dividend Equity ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2023-12-26	Schwab US Dividend Equity ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2023-12-26	Schwab U.S. Treasury Money Fund Investor Shares via Cont IRA	Sale (Partial)	Spouse	$15K – $50K	annual
2023-12-22	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	annual
2023-12-22	Schwab U.S. Treasury Money Fund Investor Shares via Livtr	Purchase	Spouse	$15K – $50K	annual
2023-12-21	NextEra Energy, Inc. via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	21
2023-12-21	Albemarle Corporation via Livtr	Sale (Full)	Spouse	$1,001 – $15K	21
2023-12-21	Albemarle Corporation via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$1,001 – $15K	21
2023-12-18	Schwab US Dividend Equity ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2023-12-18	Schwab U.S. Treasury Money Fund Investor Shares via Cont IRA	Sale (Partial)	Spouse	$15K – $50K	annual
2023-12-14	Charles Schwab Corporation via R.W. Allen & Associates, Inc.	Purchase	Spouse	$50K – $100K	28
2023-12-14	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$15K – $50K	annual
2023-12-14	Schwab U.S. Treasury Money Fund Investor Shares via IRA	Purchase	Self	$15K – $50K	annual
2023-12-11	Schwab U.S. Treasury Money Fund Investor Shares via Cont IRA	Sale (Partial)	Spouse	$15K – $50K	annual
2023-12-11	Schwab U.S. Broad Market ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2023-12-06	Schwab U.S. Treasury Money Fund Investor Shares via Cont IRA	Sale (Partial)	Spouse	$15K – $50K	annual
2023-12-06	Schwab U.S. Broad Market ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2023-12-05	Schwab U.S. Treasury Money Fund Investor Shares via Cont IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-12-05	Nuveen Preferred Securities Fund - Cl R via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2023-12-04	Schwab US Dividend Equity ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2023-12-04	Schwab U.S. Treasury Money Fund Investor Shares via Cont IRA	Sale (Partial)	Spouse	$15K – $50K	annual
2023-11-20	Schwab U.S. Treasury Money Fund Investor Shares via Cont IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-11-20	Schwab U.S. Broad Market ETF via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2023-11-16	US Treasury Bill 912797LL9 [GS] Richard W. Allen , 12/19/2023 via Cont IRA	Purchase	Spouse	$15K – $50K	33
2023-11-16	US Treasury Bill 912797GD3 via Cont IRA	Purchase	Spouse	$15K – $50K	33
2023-11-16	US Treasury Bill 912797FH5 via Cont IRA	Purchase	Spouse	$15K – $50K	33
2023-11-16	Schwab U.S. Treasury Money Fund Investor Shares via Cont IRA	Purchase	Spouse	$100K – $250K	annual
2023-11-16	Schwab U.S. Broad Market ETF via Cont IRA	Purchase	Spouse	$15K – $50K	annual
2023-11-16	Nuveen Preferred Securities Fund - Cl R via Cont IRA	Purchase	Spouse	$1,001 – $15K	annual
2023-11-15	Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl via 401k Account	Sale (Full)	Spouse	$1,001 – $15K	annual
2023-11-15	Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A via 401k Account	Sale (Full)	Spouse	$15K – $50K	annual
2023-11-15	Principal Fds, Inc. Bond Market Index Class R-4 via 401k Account	Sale (Full)	Spouse	$15K – $50K	annual
2023-11-15	Morley Principal Stable Value Fund Class Z (0P000182U7) via 401k Account	Sale (Partial)	Spouse	$250K – $500K	annual
2023-10-23	Schwab U.S. Treasury Money Fund Investor Shares via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-10-17	Schwab U.S. Treasury Money Fund Investor Shares via SCH1	Sale (Partial)	Self	$15K – $50K	annual
2023-10-13	Activision Blizzard, Inc via IRA	Sale (Full)	Self	$15K – $50K	34
2023-10-13	Activision Blizzard, Inc via Inira	Sale (Full)	Spouse	$1,001 – $15K	34
2023-10-11	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-10-10	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a sh via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	37
2023-10-10	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$50K – $100K	annual
2023-10-10	Schwab U.S. Treasury Money Fund Investor Shares via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-10-09	RWA&A - Securities ⇒ Nuveen Preferred Securities Fund - Cl R via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	annual
2023-10-09	Nuveen Preferred Securities Fund - Cl R via Inira	Purchase	Spouse	$1,001 – $15K	annual
2023-10-04	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$100K – $250K	annual
2023-10-03	US Treasury Bill 912797GD3 [GS] Inc. (Owner: SP) via SCH1	Purchase	Self	$15K – $50K	44
2023-10-03	Schwab U.S. Treasury Money Fund Investor Shares via SCH1	Sale (Partial)	Self	$15K – $50K	annual
2023-09-27	Schwab U.S. Treasury Money Fund Investor Shares via SCH1	Sale (Partial)	Self	$100K – $250K	annual
2023-09-26	US Treasury Note Due 3/21/24 (912797LL9) via SCH1	Purchase	Self	$50K – $100K	9
2023-09-26	US Treasury Note Due 12/31/23 (91282CDR9) via SCH1	Purchase	Self	$15K – $50K	9
2023-09-26	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Purchase	Spouse	$100K – $250K	annual
2023-09-20	Schwab U.S. Treasury Money Fund Investor Shares via SCH1	Purchase	Self	$100K – $250K	annual
2023-08-31	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a sh via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$15K – $50K	8
2023-08-31	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$15K – $50K	annual
2023-07-17	US Treasury BILL24U S T Bill Due 07/11/24 via Livtr	Purchase	Spouse	$15K – $50K	24
2023-06-13	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$15K – $50K	annual
2023-06-13	RWA&A - Securities ⇒ Nuveen Preferred Securities Fund - Cl R via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	annual
2023-05-22	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$100K – $250K	annual
2023-05-19	Schwab U.S. Treasury Money Fund Investor Shares via Livtr	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-05-18	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a sh via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	15
2023-05-11	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$50K – $100K	annual
2023-05-11	RWA&A - Securities ⇒ Nuveen Preferred Securities Fund - Cl R via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	annual
2023-05-11	Schwab U.S. Treasury Money Fund Investor Shares via Livtr	Sale (Partial)	Spouse	$15K – $50K	annual
2023-05-11	Nuveen Preferred Securities Fund - Cl R via Livtr	Purchase	Spouse	$1,001 – $15K	annual
2023-05-11	Schwab U.S. Treasury Money Fund Investor Shares via IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-05-11	Nuveen Preferred Securities Fund - Cl R via IRA	Purchase	Self	$1,001 – $15K	annual
2023-05-11	Schwab U.S. Treasury Money Fund Investor Shares via Inira	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-05-11	Nuveen Preferred Securities Fund - Cl R via Inira	Purchase	Spouse	$1,001 – $15K	annual
2023-04-20	Activision Blizzard, Inc via Charles Schwab IRA	Purchase	Self	$1,001 – $15K	43
2023-04-20	Activision Blizzard, Inc via IRA	Purchase	Self	$1,001 – $15K	annual
2023-04-18	Schwab U.S. Treasury Money Fund Investor Shares via IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-03-28	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Purchase	Spouse	$100K – $250K	annual
2023-03-27	SouthState Corporation via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$100K – $250K	67
2023-03-16	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Purchase	Spouse	$50K – $100K	annual
2023-03-14	Pfizer, Inc. via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$15K – $50K	149
2023-03-14	Accenture plc Class A Ordinary Shares via R.W. Allen & Associates, Inc. > RWA&A - Securities	Sale (Full)	Spouse	$50K – $100K	149
2023-03-13	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Purchase	Spouse	$50K – $100K	annual
2023-01-25	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Purchase	Spouse	$50K – $100K	annual
2023-01-13	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$15K – $50K	annual
2023-01-13	RWA&A - Securities ⇒ Schwab International Equity ETF via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$1,001 – $15K	annual
2023-01-13	RWA&A - Securities ⇒ Schwab International Dividend Equity ETF via R.W. Allen & Associates, Inc.	Purchase	Spouse	$1,001 – $15K	annual
2023-01-09	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$15K – $50K	annual
2023-01-09	RWA&A - Securities ⇒ Schwab U.S. Small-Cap ETF via R.W. Allen & Associates, Inc.	Purchase	Spouse	$1,001 – $15K	annual
2023-01-09	RWA&A - Securities ⇒ Schwab U.S. Mid Cap ETF via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	annual
2023-01-09	RWA&A - Securities ⇒ Schwab U.S. Broad Market ETF via R.W. Allen & Associates, Inc.	Purchase	Spouse	$15K – $50K	annual
2023-01-09	Schwab U.S. Treasury Money Fund Investor Shares via Livtr	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-01-09	Schwab U.S. Small-Cap ETF via Livtr	Purchase	Spouse	$1,001 – $15K	annual
2023-01-09	Schwab U.S. Broad Market ETF via Livtr	Purchase	Spouse	$1,001 – $15K	annual
2023-01-05	RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-12-23	US Treasury Note 4.25% 09/24 (91282CFN6) via R.W. Allen & Associates, Inc. > RWA&A - Securities	Purchase	Spouse	$100K – $250K	230
2022-12-08	US Treasury Bill Due 10/5/23 (912796YJ2) via Inira	Purchase	Spouse	$15K – $50K	245
2022-12-08	RWA&A - Securities ⇒ Schwab U.S. Small-Cap ETF via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-12-08	RWA&A - Securities ⇒ Schwab U.S. Mid Cap ETF via R.W. Allen & Associates, Inc.	Sale (Full)	Spouse	$15K – $50K	annual
2022-12-08	RWA&A - Securities ⇒ Schwab U.S. Broad Market ETF via R.W. Allen & Associates, Inc.	Sale (Partial)	Spouse	$15K – $50K	annual
2022-12-08	Schwab U.S. Small-Cap ETF via Livtr	Sale (Partial)	Spouse	$1,001 – $15K	annual

What their office spends

What Allen's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,827,681 over the last 4 quarters, 80% of it staff pay. A quarter's figures include late lines charged to the year before.

Staff pay
Travel
Offices: rent, phones, utilities
Mail and printing
Everything else

The numbers

Quarter	Staff pay	Travel	Offices: rent, phones, utilities	Mail and printing	Everything else	Total
Q2 '26	$349,100	$19,912	$20,781	$5,075	$6,808	$401,677
Q1 '26	$352,677	$16,006	$22,272	$64,999	$60,496	$516,450
Q4 '25	$399,147	$13,174	$20,658	$4,958	$15,824	$453,762
Q3 '25	$360,139	$16,601	$21,851	$30,006	$27,194	$455,792
Q2 '25	$363,133	$19,979	$18,774	$34,238	$19,247	$455,371
Q1 '25	$363,207	$18,011	$21,651	$4,310	$49,183	$456,362
Q4 '24	$401,637	$30,244	$37,745	$6,093	$17,646	$493,365
Q3 '24	$353,212	$21,427	$34,807	$153,173	$14,500	$577,120
Q2 '24	$351,208	$21,138	$18,617	$6,873	$9,358	$407,194
Q1 '24	$347,171	$12,804	$26,762	$75,981	$63,781	$526,499
Q4 '23	$381,336	$10,160	$19,018	$5,309	$33,865	$449,689
Q3 '23	$315,875	$21,129	$24,992	$83,939	$25,014	$470,948
Q2 '23	$315,561	$17,874	$32,118	$33,241	$22,741	$421,535
Q1 '23	$311,246	$5,695	$27,839	$50,237	$46,798	$441,815
Q4 '22	$360,850	$31,895	$19,795	$69,973	$21,603	$504,117
Q3 '22	$296,283	$18,322	$29,033	$106,901	$7,948	$458,488
Q2 '22	$317,477	$15,213	$20,190	$20,669	$48,776	$422,325
Q1 '22	$272,088	$4,521	$20,295	$11,055	$48,265	$356,225
Q4 '21	$302,209	$18,767	$19,894	$28,820	$22,098	$391,788
Q2 '21	$260,170	$7,342	$19,783	$32,097	$15,390	$334,782
Q1 '21	$268,264	$10,334	$22,498	$13,152	$26,799	$341,046

Who the office paid

Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).

Wheat William H

Chief of Staff

$197,919

Thigpen Brinsley T.

District Director

$137,214

Norwood Klaris C.

Communications Director

$112,472

Bhambhani Ariana R

Senior Legislative Assistant · Legislative Director

$108,406

Lind Matre

Legislative Assistant · Senior Legislative Assistant

$90,156

LYNCH Paul L

Director of Constituent Servic

$84,483

Shepherd Samuel C

Legislative Director

$74,685

Simons Lucy C.

Scheduler

$74,042

Abbott Megan E.

Constituent Service Rep.

$66,489

Wright James S.

Legislative Correspondent · Legislative Assistant

$63,550

All 36

Name	Title	Paid	Quarters
Wheat William H	Chief of Staff	$197,919	4
Thigpen Brinsley T.	District Director	$137,214	4
Norwood Klaris C.	Communications Director	$112,472	4
Bhambhani Ariana R	Senior Legislative Assistant · Legislative Director	$108,406	4
Lind Matre	Legislative Assistant · Senior Legislative Assistant	$90,156	4
LYNCH Paul L	Director of Constituent Servic	$84,483	4
Shepherd Samuel C	Legislative Director	$74,685	3
Simons Lucy C.	Scheduler	$74,042	4
Abbott Megan E.	Constituent Service Rep.	$66,489	4
Wright James S.	Legislative Correspondent · Legislative Assistant	$63,550	4
Rhodes Christine B.	Constituent Service Rep.	$62,483	4
Bowen Kirk R.	Constituent Services Represent	$62,236	4
Daniell JR Michael E.	Regional Representative	$51,489	4
Morgan Diane T	Part-time Employee	$44,792	4
Dyke Emily B.	Staff Assistant · Legislative Correspondent/pres	$44,711	4
Hayes Jennifer E.	Part-time Employee	$42,242	4
Windham Troy C.	Part-time Employee	$32,994	4
Goines Elizabeth A.	Legislative Assistant	$23,800	2
Acosta-Rua Eleanor S.	Staff Assistant	$18,625	2
Anfinson Susan	Shared Employee	$18,600	4
Sumter Sarah T.	Staff Assistant	$7,059	1
Brownlee Bryce	Paid Intern - House Program	$6,825	2
Fernandes Alyssa N.	Paid Intern - House Program	$6,708	2
Beall Emilie G.	Paid Intern - House Program	$6,592	2
Constantinidies Nikolaos	Paid Intern - House Program	$6,533	2
Anfinson Thomas E.	Shared Employee	$2,450	4
Evans Rebecca W.	Paid Intern - House Program	$2,083	1
Mcknight George L.	Paid Intern - House Program	$1,808	1
Jones Anderson W.	Paid Intern - House Program	$1,808	1
Broadwater Madison	Paid Intern - House Program	$1,808	1
Lucas Robie E.	Paid Intern - House Program	$1,625	1
Albert Cale A.	District Office Paid Intern -	$1,625	1
Aitken Cecily G.	Paid Intern - House Program	$1,625	1
Poole Aubrey E.	Paid Intern - House Program	$375	1
Mcmahon Andrew J.	Paid Intern - House Program	$375	1
Gay Greyden E.	Paid Intern - House Program	$375	1

Private funds

13private funds, LLCs and trusts with no ticker

0file a Form D with the SEC

—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

No public filing

RW Allen & Associates INC, 100% Interest

held from 2021

$15.0M

R.W. ALLEN, LLC ⇒ CASH ASSETS, 40% Interest

held from 2022

$3.0M

R.W. ALLEN, LLC ⇒ CASH ASSETS, 44% Interest

held from 2023

$3.0M

RW Allen Construction LLC2, 22% Interest

held from 2022

$3.0M

R.W. Allen & Associates, Inc.

trades went through it

$2.1M

R.W. Allen & Associates, Inc. > RWA&A

trades went through it

$2.1M

Morley Principal Stable Value Fund Class Z (0P000182U7)

4 trades

$499K

Champions Retreat Cottage, LLC, 20% Interest

1 trades

$350K

R.W. Allen & Associates, Inc. > R.W. ALLEN, LLC > LIFE INSURANCE TRUST

trades went through it

$283K

R.W. Allen Construction Services, LLC, 15% Interest

1 trades

$250K

RAWA Leasing Equipment

held from 2022

$175K

The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a sh

3 trades

$98K

All 13, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entity	They bought	Traded	Held
RW Allen & Associates INC, 100% Interest	held 2021		$5.0M – $25.0M
R.W. ALLEN, LLC ⇒ CASH ASSETS, 40% Interest	held 2022		$1.0M – $5.0M
R.W. ALLEN, LLC ⇒ CASH ASSETS, 44% Interest	held 2023		$1.0M – $5.0M
RW Allen Construction LLC2, 22% Interest	held 2022		$1.0M – $5.0M
R.W. Allen & Associates, Inc. trades went through it	2022-03-21	$1.2M – $3.0M
R.W. Allen & Associates, Inc. > RWA&A trades went through it	2019-08-30	$1.2M – $3.0M
Morley Principal Stable Value Fund Class Z (0P000182U7)	held 2023	$302K – $630K	$15K – $50K
Champions Retreat Cottage, LLC, 20% Interest	held 2023	$100K – $250K	$100K – $250K
R.W. Allen & Associates, Inc. > R.W. ALLEN, LLC > LIFE INSURANCE TRUST trades went through it		$165K – $400K
R.W. Allen Construction Services, LLC, 15% Interest	2025-01-01	$50K – $100K	$100K – $250K
RAWA Leasing Equipment	held 2022		$100K – $250K
The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a sh	2023-05-18	$45K – $150K
RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/	2023-05-18	$30K – $100K

How their trades did

Each of Allen's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 224 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.

the same trades on other days (95% of the time)
their average against the market

-5.0%-2.5%0+2.5%+5.0%

30 days later

224 trades · 49% beat the market

+0.1%

90 days later

219 trades · 52% beat the market

+2.1%

Before the public knew: between trading and first reporting a trade (a median of 34 days; 26% of them reported late), their trades moved +0.6% against the market, where the same trades on other days give +0.2% to +5.3%. Copying each on the day it was reported would have earned +1.9% over the next 30 days.

Their trades as a fund

Each purchase buys the middle of its amount band, each sale sells it, from Apr 27, 2017: 12.1% a year against the S&P 500's 14.6%; copying the reports, 3.0%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.

Their trades
Copying the reports
S&P 500

Best timed

Sold PayPal Holdings, Inc. (PYPL) 2021-10-22 · $1,001 – $15K · +24.4% against the market in 30 days, +26.9% in 90
Sold PayPal Holdings, Inc. (PYPL) 2021-10-22 · $1,001 – $15K · +24.4% against the market in 30 days, +26.9% in 90
Sold PayPal Holdings, Inc. (PYPL) 2021-10-22 · $15K – $50K · +24.4% against the market in 30 days, +26.9% in 90

Worst timed

Sold Phillips 66 (PSX) 2020-04-15 · $15K – $50K · -24.1% against the market in 30 days, +4.2% in 90
Sold Intuit Inc. (INTU) 2026-02-19 · $1,001 – $15K · -24.0% against the market in 30 days, +7.7% in 90
Bought S&P Global Inc. (SPGI) 2026-01-14 · $15K – $50K · -23.6% against the market in 30 days, -22.4% in 90

Financial disclosures

58 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

Filed	Report	Entries
Oct 14, 2026	Periodic Transaction Report	2
Sep 22, 2026	Periodic Transaction Report	3
Aug 18, 2026	Periodic Transaction Report	3
Aug 11, 2026	Annual Report for 2025	76
Jul 15, 2026	Periodic Transaction Report	1
Jun 16, 2026	Periodic Transaction Report	4
Jun 5, 2026	Periodic Transaction Report	7
May 4, 2026	Periodic Transaction Report	1
Mar 11, 2026	Periodic Transaction Report	5
Feb 17, 2026	Extension for 2025	—
Feb 17, 2026	Periodic Transaction Report	4
Jan 15, 2026	Periodic Transaction Report	2
Dec 9, 2025	Periodic Transaction Report	1
Nov 13, 2025	Periodic Transaction Report	2
Oct 7, 2025	Periodic Transaction Report	1
Sep 12, 2025	Periodic Transaction Report	3
Aug 11, 2025	Annual Report for 2024	100
Aug 11, 2025	Periodic Transaction Report	3
Jul 15, 2025	Periodic Transaction Report	1
Jun 18, 2025	Periodic Transaction Report	3
May 15, 2025	Periodic Transaction Report	4
May 9, 2025	Extension for 2024	—
Mar 12, 2025	Periodic Transaction Report	1
Feb 20, 2025	Periodic Transaction Report	5
Jan 16, 2025	Periodic Transaction Report	4
Nov 14, 2024	Periodic Transaction Report	1
Oct 18, 2024	Periodic Transaction Report	2
Sep 20, 2024	Periodic Transaction Report	2
Aug 13, 2024	Annual Report for 2023	88
Aug 8, 2024	Periodic Transaction Report	2
Jul 10, 2024	Periodic Transaction Report	3
Jun 21, 2024	Periodic Transaction Report	2
May 14, 2024	Periodic Transaction Report	3
May 8, 2024	Extension for 2023	—
Feb 16, 2024	Periodic Transaction Report	3
Jan 11, 2024	Periodic Transaction Report	4
Dec 19, 2023	Periodic Transaction Report	3
Nov 16, 2023	Periodic Transaction Report	4
Oct 5, 2023	Periodic Transaction Report	2
Sep 8, 2023	Periodic Transaction Report	1
Aug 12, 2023	Annual Report for 2022	59
Aug 10, 2023	Periodic Transaction Report	176
Jun 2, 2023	Periodic Transaction Report	3
May 11, 2023	Extension for 2022	—
Sep 10, 2022	Periodic Transaction Report	1
May 16, 2022	Annual Report for 2021	37
Mar 9, 2022	Periodic Transaction Report	0
Feb 13, 2022	Periodic Transaction Report	0
Nov 10, 2021	Periodic Transaction Report	0
Nov 8, 2021	Periodic Transaction Report	0
Nov 8, 2021	Periodic Transaction Report	0
Nov 8, 2021	Periodic Transaction Report	0
Oct 20, 2021	Periodic Transaction Report	0
Jun 12, 2021	Periodic Transaction Report	0
May 9, 2021	Periodic Transaction Report	0
Apr 6, 2021	Periodic Transaction Report	0
Mar 14, 2021	Periodic Transaction Report	10
Jan 13, 2021	Periodic Transaction Report	0