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Congress
Rick Allen
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$276.47
ABBV · 2026-10-09 · USD
Stock price change
+$47.34
+20.66% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$12.1K
As of 2026-10-09
Estimated gain / loss
+$2,066.08
+20.66%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| INVESTMENTS ⇒ Personal Home [RP] | $1M – $5M |
| INVESTMENTS ⇒ Personal Home in DC [RP] | $1M – $5M |
| R.W. Allen & Associates, Inc. ⇒ RW Allen Construction LLC2, 22% Interest [OL] | $1M – $5M |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ CASH ASSETS, 44% Interest [OL] | $1M – $5M |
| INVESTMENTS ⇒ 1015 BROAD STREET, LLC ⇒ COMMERCIAL RENTAL PROPERTY [RP] | $500K – $1M |
| IRA ⇒ Schwab U.S. Broad Market ETF [EF] | $250K – $500K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100 2 [WU] | $250K – $500K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF] | $250K – $500K |
| Northwestern Mutual ORD Life-Former EOL [WU] | $100K – $250K |
| INVESTMENTS ⇒ RAWA Leasing Equipment [OL] | $100K – $250K |
| IRA ⇒ Schwab US Dividend Equity ETF [EF] | $100K – $250K |
| LIVTR ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. Allen Construction Services, LLC, 15% Interest [OL] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life [WU] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 2 [WU] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life [WU] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life 2 [WU] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AbbVie Inc. (ABBV) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amazon.com, Inc. (AMZN) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Centier Bank 4.8% CD FDIC INS DUE 07/27/26 | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited (CB) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Costco Wholesale Corporation (COST) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) [EF] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Marriott International - Class A (MAR) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Microsoft Corporation (MSFT) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Morgan Stanley Bank 4.25% Due 9/13/27 (61776CAS6) [BA] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) [MF] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.9 (SCHW$D) [ST] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Treasury 3.75% 12/31/28 (91282CJR3) [GS] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Treasury 4.375% 12/15/26 (91282CJP7) [GS] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walmart Inc. (WMT) [ST] | $100K – $250K |
| SCH1 ⇒ US Treasury Bill 91282CHB0 [GS] | $100K – $250K |
| INIRA ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF] | $100K – $250K |
| CONT IRA ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab US Dividend Equity ETF (SCHD) [EF] | $100K – $250K |
| IRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) [EF] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] | $100K – $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Technology (XLK) [EF] | $100K – $250K |
| LIVTR ⇒ SPDR Select Sector Fund - Technology (XLK) [EF] | $100K – $250K |
| IRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF] the 2024 report, but the asset was inadvertently omitted from that year's Schedule A. It is reported here for 2025. | $50K – $100K |
| LIVTR ⇒ Amgen Inc. (AMGN) [ST] | $50K – $100K |
| LIVTR ⇒ Cintas Corporation (CTAS) [ST] | $50K – $100K |
| LIVTR ⇒ Costco Wholesale Corporation (COST) [ST] | $50K – $100K |
| LIVTR ⇒ Global Payments Inc. Common Stock (GPN) [ST] | $50K – $100K |
| LIVTR ⇒ Intuit Inc. (INTU) [ST] | $50K – $100K |
| LIVTR ⇒ Marriott International - Class A (MAR) [ST] | $50K – $100K |
| LIVTR ⇒ Microsoft Corporation (MSFT) [ST] | $50K – $100K |
| LIVTR ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) [MF] | $50K – $100K |
| LIVTR ⇒ US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 [GS] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100 [WU] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ American Water Works Company, Inc. (AWK) [ST] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amgen Inc. (AMGN) [ST] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Dover Corporation (DOV) [ST] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Intuit Inc. (INTU) [ST] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Procter & Gamble Company (PG) [ST] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) [MF] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Sherwin-Williams Company (SHW) [ST] | $50K – $100K |
| SCH1 ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) [MF] | $50K – $100K |
| SCH1 ⇒ US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) [GS] | $50K – $100K |
| SCH1 ⇒ US Treasury Bill 912797PD3 [GS] | $50K – $100K |
| SCH1 ⇒ US Treasury Bill 912797PV3 [GS] | $50K – $100K |
| SCH1 ⇒ US Treasury Bill 91282CKE0 [GS] | $50K – $100K |
| SCH1 ⇒ US Treasury Bill 91282CLP4 3.5% Due 9/30/26 [GS] | $50K – $100K |
| CONT IRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) [EF] | $50K – $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF] | $50K – $100K |
| IRA ⇒ | $15K – $50K |
| BANK ACCOUNT(S) ⇒ South State Bank [BA] | $15K – $50K |
| CONT IRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) [EF] | $15K – $50K |
| CONT IRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) [EF] | $15K – $50K |
| CONT IRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) [EF] | $15K – $50K |
| CONT IRA ⇒ | $15K – $50K |
| CONT IRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) [EF] | $15K – $50K |
| CONT IRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF] | $15K – $50K |
| CONT IRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) [MF] | $15K – $50K |
| INIRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) [EF] | $15K – $50K |
| INIRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) [EF] | $15K – $50K |
| INIRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) [EF] | $15K – $50K |
| INIRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) [EF] | $15K – $50K |
| INIRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF] | $15K – $50K |
| IRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) [EF] | $15K – $50K |
| IRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) [EF] | $15K – $50K |
| IRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) [EF] | $15K – $50K |
| IRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) [EF] | $15K – $50K |
| IRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) [MF] | $15K – $50K |
| IRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) [MF] | $15K – $50K |
| LIVTR ⇒ Abbott Laboratories (ABT) [ST] | $15K – $50K |
| LIVTR ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $15K – $50K |
| LIVTR ⇒ Amazon.com, Inc. (AMZN) [ST] | $15K – $50K |
| LIVTR ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | $15K – $50K |
| LIVTR ⇒ Bank of America Corporation Common Stock (BAC) [ST] | $15K – $50K |
| LIVTR ⇒ Dover Corporation (DOV) [ST] | $15K – $50K |
| LIVTR ⇒ Home Depot, Inc. (HD) [ST] | $15K – $50K |
| LIVTR ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) [EF] | $15K – $50K |
| LIVTR ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) [EF] | $15K – $50K |
| LIVTR ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) [EF] | $15K – $50K |
| LIVTR ⇒ Paychex, Inc. (PAYX) [ST] | $15K – $50K |
| LIVTR ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) [MF] | $15K – $50K |
| LIVTR ⇒ Schwab US Dividend Equity ETF [EF] | $15K – $50K |
| LIVTR ⇒ Walmart Inc. (WMT) [ST] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 3 [WU] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 4 [WU] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Abbott Laboratories (ABT) [ST] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ CASH ACCOUNTS [BA] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Charles Schwab Corporation (SCHW) [ST] | $15K – $50K |
| LIVTR ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Deere & Company (DE) [ST] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) [EF] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Home Depot, Inc. (HD) [ST] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Rollins, Inc. Common Stock (ROL) [ST] | $15K – $50K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Waste Management, Inc. (WM) [ST] | $15K – $50K |
| SCH1 ⇒ DoubleLine Asset-Backed Securities ETF (DABS) [EF] | $15K – $50K |
| SCH1 ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) [MF] | $15K – $50K |
| INIRA ⇒ Schwab US Dividend Equity ETF (SCHD) [EF] | $15K – $50K |
| CONT IRA ⇒ Schwab US Dividend Equity ETF (SCHD) [EF] | $15K – $50K |
| INIRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) [EF] | $15K – $50K |
| LIVTR ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF] | $15K – $50K |
| IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF] | $15K – $50K |
| IRA ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] | $15K – $50K |
| LIVTR ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF] | $15K – $50K |
| IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF] | $15K – $50K |
| IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF] | $15K – $50K |
| CONT IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF] | $15K – $50K |
| CONT IRA ⇒ CASH ACCOUNTS [BA] | $1K – $15K |
| CONT IRA ⇒ DoubleLine Asset-Backed Securities ETF (DABS) [EF] | $1K – $15K |
| CONT IRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) [MF] | $1K – $15K |
| INIRA ⇒ CASH ACCOUNTS [BA] | $1K – $15K |
| INIRA ⇒ DoubleLine Asset-Backed Securities ETF (DABS) [EF] | $1K – $15K |
| INIRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) [EF] | $1K – $15K |
| INIRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) [MF] | $1K – $15K |
| INIRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) [MF] | $1K – $15K |
| IRA ⇒ CASH ACCOUNTS [BA] | $1K – $15K |
| IRA ⇒ DoubleLine Asset-Backed Securities ETF (DABS) [EF] | $1K – $15K |
| LIVTR ⇒ CASH ACCOUNTS [BA] | $1K – $15K |
| LIVTR ⇒ Church & Dwight Company, Inc. (CHD) [ST] | $1K – $15K |
| SCH1 ⇒ CASH ACCOUNTS [BA] | $1K – $15K |
| INIRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF] | $1K – $15K |
| CONT IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF] | $1K – $15K |
| INIRA ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] | $1K – $15K |
| CONT IRA ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] | $1K – $15K |
| IRA ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) [EF] | $1K – $15K |
| INIRA ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) [EF] | $1K – $15K |
| CONT IRA ⇒ SPDR Select Sector Fund - Consumer Staples (XLP) [EF] | $1K – $15K |
| INIRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF] | $1K – $15K |
| CONT IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF] | $1K – $15K |
| INIRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF] | $1K – $15K |
| LIVTR ⇒ US Treasury Bill DUE 09/15/25 (91282CFK2) [GS] | Not specified |
| R.W. Allen & Associates, Inc. ⇒ Champions Retreat Cottage, LLC, 20% Interest [OL] | Not specified |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab International Dividend Equity ETF (SCHY) [EF] | Not specified |
| SCH1 ⇒ US Treasury Bill (912797JR9) [GS] | Not specified |
| SCH1 ⇒ US Treasury Bill (912797KJ5) [GS] | Not specified |
| SCH1 ⇒ US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1) [GS] . | Not specified |