Rick W. Allen Republican · GA-12
House of Representatives · in office · serving since 2015 · born November 7, 1951
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
307
across 49 filings
Securities traded
66
9 active in 6 months
Disclosed range total
$7,232,307
sum of filed minimums
In plain language
Of 307 disclosed trades, 2 were flagged by the site's published rules — 0.7%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 2 · shutdown/lame duck
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| GA-12 | 114th–119th | 2015–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Education and Workforce | Member | 7 | majority | record |
| House Committee on Energy and Commerce | Member | 12 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Education and Workforce | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Energy and Commerce | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Agriculture | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Education and Workforce | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Agriculture | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Education and Workforce | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Agriculture | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Education and Workforce | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Agriculture | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Education and Workforce | Member | 2015-02 → 2016-12 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 4 | 3 / 5 | $105,502 | 2026-06-10 |
| AXP | American Express Company | Banking | 1 | 1 / 0 | $8,001 | 2026-05-08 |
| ACN | Accenture Plc | Business Services | 1 | 4 / 5 | $32,501 | 2026-05-08 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 2 | 2 / 0 | $16,001 | 2026-05-08 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 1 | 1 / 1 | $32,501 | 2026-04-16 |
| PG | Procter & Gamble Company (PG) | Chemicals | 1 | 1 / 2 | $32,501 | 2026-04-16 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 1 | 2 / 1 | $32,501 | 2026-04-16 |
| AMP | Ameriprise Financial, Inc. Common Stock… | Capital Markets | 1 | 1 / 1 | $75,001 | 2026-04-15 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 1 | 1 / 0 | $8,001 | 2026-02-19 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| AWK | American Water Works Company, Inc. Comm… | Utilities | 2 | 1 / 1 | $107,501 | 2019-09 → 2026-01 |
| PAYX | Paychex Inc | Business Services | 4 | 2 / 2 | $105,502 | 2018-05 → 2026-01 |
| FERG | Ferguson Enterprises Inc. Common Stock … | Wholesale | 1 | 1 / 0 | $32,501 | 2025-12 → 2025-12 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 2 | 1 / 1 | $40,501 | 2025-05 → 2025-12 |
| CHD | Church & Dwight Company, Inc. Common St… | Chemicals | 4 | 1 / 3 | $130,002 | 2021-01 → 2025-10 |
| ATO | Atmos Energy Corp | Utilities | 1 | 1 / 0 | $32,501 | 2025-08 → 2025-08 |
| SCHW | Charles Schwab Corporation (SCHW) | Capital Markets | 3 | 2 / 1 | $140,002 | 2023-12 → 2025-07 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 8 | 4 / 4 | $260,004 | 2021-01 → 2025-05 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 2 | 2 / 0 | $65,001 | 2024-07 → 2025-01 |
| ROL | Rollins, Inc. Common Stock (ROL) | Business Services | 1 | 1 / 0 | $32,501 | 2024-12 → 2024-12 |
| DE | Deere & Company Common Stock (DE) | Industrials | 5 | 4 / 1 | $89,003 | 2021-02 → 2024-08 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 5 | 3 / 2 | $138,003 | 2019-10 → 2024-07 |
| CTAS | Cintas Corporation - Common Stock | Consumer Goods | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 10 | 5 / 5 | $153,505 | 2019-12 → 2024-05 |
| BLK | Blackrock Inc | Capital Markets | 2 | 1 / 1 | $107,501 | 2019-09 → 2024-01 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 6 | 5 / 1 | $146,003 | 2020-04 → 2023-12 |
| ALB | Albemarle Corporation Common Stock (ALB) | Chemicals | 6 | 4 / 2 | $79,504 | 2021-02 → 2023-12 |
| ATVI | Activision Blizzard, Inc - Common Stock | — | 5 | 3 / 2 | $64,503 | 2022-02 → 2023-10 |
| SSB | South State Corporation (SSB) | Banking | 27 | 0 / 27 | $1,755,014 | 2019-02 → 2023-03 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $65,001 | 2021-07 → 2023-03 |
| CB | Chubb Ltd | Insurance | 4 | 4 / 0 | $130,002 | 2020-07 → 2022-08 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 3 | 3 / 0 | $97,502 | 2019-08 → 2022-08 |
| DIS | Walt Disney Company | Media & Entertainment | 12 | 6 / 6 | $299,007 | 2017-11 → 2022-08 |
| PSDTX | 2000089848 SP Putnam Ultra Short Durati… | — | 2 | 0 / 2 | $150,001 | 2022-01 → 2022-01 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 1 | 1 / 0 | $32,501 | 2022-01 → 2022-01 |
| PYPL | Paypal Holdings | Business Services | 7 | 4 / 3 | $129,504 | 2021-01 → 2021-10 |
| FCX | Freeport-McMoRan, Inc. Common Stock (FC… | Mining & Metals | 7 | 4 / 3 | $129,504 | 2021-02 → 2021-10 |
| DOV | Dover Corporation Common Stock (DOV) | Industrials | 10 | 7 / 3 | $307,506 | 2018-04 → 2021-06 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 5 | 2 / 3 | $138,003 | 2017-11 → 2021-03 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 4 | 1 / 3 | $166,002 | 2019-08 → 2021-02 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 4 | 2 / 2 | $81,002 | 2019-06 → 2021-01 |
| D | Dominion Energy Inc | Utilities | 3 | 0 / 3 | $80,002 | 2020-12 → 2020-12 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 2 | 2 / 0 | $65,001 | 2020-05 → 2020-11 |
| MAR | Marriott International - Class A Common… | Consumer Services | 3 | 2 / 1 | $97,502 | 2019-08 → 2020-05 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 3 | 3 / 0 | $48,502 | 2020-05 → 2020-05 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 6 | 2 / 4 | $121,503 | 2019-05 → 2020-05 |
| TFC | Truist Financial Corporation Common Sto… | Banking | 2 | 0 / 2 | $65,001 | 2020-04 → 2020-04 |
| PSX | Phillips 66 | Oil & Gas | 2 | 1 / 1 | $65,001 | 2020-02 → 2020-04 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 3 | 3 / 0 | $73,002 | 2019-12 → 2020-02 |
| RDS.B | Royal Dutch Shell PLC Royal Dutch Shell… | — | 3 | 1 / 2 | $140,002 | 2019-08 → 2020-02 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 5 | 4 / 1 | $64,503 | 2018-01 → 2020-02 |
| UTX | Raytheon Technologies Corporation | — | 2 | 0 / 2 | $16,001 | 2019-01 → 2019-12 |
| TSS | Total System Services, Inc. (TSS) | — | 1 | 0 / 1 | $32,501 | 2019-12 → 2019-12 |
| CAE | CAE Inc. Ordinary Shares (CAE) | — | 2 | 1 / 1 | $16,001 | 2019-04 → 2019-10 |
| COST | Costco Wholesale | Retail & Consumer | 2 | 2 / 0 | $65,001 | 2017-04 → 2019-09 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 1 | 1 / 0 | $75,001 | 2019-09 → 2019-09 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 1 | 1 / 0 | $32,501 | 2019-09 → 2019-09 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 1 | 1 / 0 | $32,501 | 2019-08 → 2019-08 |
| BBT | Beacon Financial Corporation Common sto… | Banking | 4 | 0 / 4 | $105,502 | 2017-03 → 2019-06 |
| CCL | Carnival Corp | Transportation | 2 | 1 / 1 | $16,001 | 2018-01 → 2019-04 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 2 | 1 / 1 | $16,001 | 2017-05 → 2019-04 |
| TEL | TE Connectivity plc Ordinary Shares (TE… | Wholesale | 2 | 1 / 1 | $16,001 | 2017-11 → 2018-11 |
| BAYZF | Bayer AG Ordinary Shares (BAYZF) | — | 1 | 0 / 1 | $8,001 | 2018-06 → 2018-06 |
| CI | The Cigna Group Common Stock (CI) | Insurance | 1 | 0 / 1 | $32,501 | 2018-02 → 2018-02 |
| GE | General Electric Company | Electronics | 1 | 0 / 1 | $8,001 | 2017-05 → 2017-05 |
| XOM | Exxon Mobil Corp | Oil & Gas | 1 | 0 / 1 | $8,001 | 2017-04 → 2017-04 |
| O | Realty Income Corporation Common Stock … | Investment Funds | 1 | 0 / 1 | $32,501 | 2017-02 → 2017-02 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | +12.2% | 7 | $196,504 |
| 2025 | -2.2% | 11 | $259,506 |
| 2024 | -1.0% | 10 | $361,005 |
| 2023 | +6.7% | 9 | $556,005 |
| 2022 | +2.2% | 18 | $766,509 |
| 2021 | +1.6% | 60 | $1,727,032 |
| 2020 | +5.1% | 45 | $1,452,023 |
| 2019 | -1.7% | 38 | $1,258,019 |
| 2018 | +1.4% | 10 | $153,505 |
| 2017 | +2.1% | 10 | $153,505 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-06-10 | INTU | Intuit Inc. - Common Stock (INTU) | sell | $15,001 – $50,000 | spouse | record |
| 2026-05-19 | — | US Treasury Note 4% DUE 5/31/30 (91282CNG2) | buy | $100,001 – $250,000 | self | record |
| 2026-05-08 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | buy | $1,001 – $15,000 | spouse | record |
| 2026-05-08 | AXP | American Express Company Common Stock (AXP) | buy | $1,001 – $15,000 | spouse | record |
| 2026-05-08 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $15,001 – $50,000 | spouse | record |
| 2026-04-16 | — | US Treasury Note 4/375% DUE 12/15/26 (91282CJP7) | sell | $100,001 – $250,000 | spouse | record |
| 2026-04-16 | — | US Treasury Note 3.75% DUE 12/31/28 (91282CJR3)) | sell | $100,001 – $250,000 | spouse | record |
| 2026-04-16 | SPGI | S&P Global Inc. Common Stock (SPGI) | sell | $15,001 – $50,000 | spouse | record |
| 2026-04-16 | PG | Procter & Gamble Company (PG) | sell | $15,001 – $50,000 | spouse | record |
| 2026-04-16 | INTU | Intuit Inc. - Common Stock (INTU) | sell | $15,001 – $50,000 | spouse | record |
| 2026-04-16 | ABT | Abbott Laboratories Common Stock (ABT) | sell | $15,001 – $50,000 | spouse | record |
| 2026-04-15 | AMP | Ameriprise Financial, Inc. Common Stock (AMP) | sell | $50,001 – $100,000 | spouse | record |
| 2026-03-24 | — | US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) | buy | $15,001 – $50,000 | self | record |
| 2026-02-19 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | buy | $1,001 – $15,000 | spouse | record |
| 2026-02-19 | KMI | Kinder Morgan, Inc. Common Stock (KMI) | buy | $1,001 – $15,000 | spouse | record |
| 2026-02-19 | INTU | Intuit Inc. - Common Stock (INTU) | sell | $1,001 – $15,000 | spouse | record |
| 2026-02-18 | — | US Treasury Note 4% DUE 7/31/29 (91282CLC3) | buy | $50,001 – $100,000 | self | record |
| 2026-02-18 | INTU | Intuit Inc. - Common Stock (INTU) | sell | $15,001 – $50,000 | spouse | record |
| 2026-01-26 | — | US Treasury Note 3.5% DUE 01/31/28 (91282CGH8) | buy | $100,001 – $250,000 | self | record |
| 2026-01-14 | SPGI | S&P Global Inc. Common Stock (SPGI) | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-14 | PAYX | Paychex, Inc. - Common Stock (PAYX) | sell | $15,001 – $50,000 | spouse | record |
| 2026-01-14 | AWK | American Water Works Company, Inc. Common Stock (AWK) | sell | $50,001 – $100,000 | spouse | record |
| 2025-12-12 | NFLX | Netflix, Inc. - Common Stock (NFLX) | sell | $1,001 – $15,000 | spouse | record |
| 2025-12-12 | FERG | Ferguson Enterprises Inc. Common Stock (FERG) | buy | $15,001 – $50,000 | spouse | record |
| 2025-11-14 | — | US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) | buy | $50,001 – $100,000 | self | record |
| 2025-10-10 | — | US Treasury Bill 91282CLP4 3.5% Due 9/30/26 | buy | $50,001 – $100,000 | self | record |
| 2025-10-10 | CHD | Church & Dwight Company, Inc. Common Stock (CHD) | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-12 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-19 | — | US Treasury Bill 91282CHB0 DUE 5/15/26 3.625% | buy | $100,001 – $250,000 | self | record |
| 2025-08-19 | ATO | Atmos Energy Corporation Common Stock (ATO) | buy | $15,001 – $50,000 | spouse | record |
| 2025-08-19 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-10 | — | US Treasury Bill 912797PV3 | buy | $50,001 – $100,000 | self | record |
| 2025-07-10 | — | US Treasury Bill 912797PD3 | buy | $50,001 – $100,000 | self | record |
| 2025-07-10 | SCHW | Charles Schwab Corporation (SCHW) | buy | $15,001 – $50,000 | spouse | record |
| 2025-06-20 | INTU | Intuit Inc. - Common Stock (INTU) | buy | $1,001 – $15,000 | spouse | record |
| 2025-05-16 | — | US Treasury Bill 912797MS3 DUE 10/02/25 | buy | $1,001 – $15,000 | self | record |
| 2025-05-16 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | sell | $15,001 – $50,000 | spouse | record |
| 2025-05-16 | NFLX | Netflix, Inc. - Common Stock (NFLX) | buy | $15,001 – $50,000 | spouse | record |
| 2025-04-15 | — | US Treasury Bill - Due 5/15/26 | sell | $100,001 – $250,000 | spouse | record |
| 2025-04-15 | — | US Treasury Bill - Due 3/15/2027 | sell | $50,001 – $100,000 | spouse | record |
| 2025-04-15 | — | US Treasury Bill - Due 12/31/2025 | sell | $15,001 – $50,000 | spouse | record |
| 2025-04-11 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | sell | $15,001 – $50,000 | spouse | record |
| 2025-02-26 | — | US Treasury Bill - Due 12/15/26 | buy | $50,001 – $100,000 | spouse | record |
| 2025-01-27 | — | US Treasury Bill 91282CKE0 | buy | $100,001 – $250,000 | self | record |
| 2025-01-27 | — | US Treasury Bill 91282CHB0 | buy | $100,001 – $250,000 | self | record |
| 2025-01-17 | AZO | AutoZone, Inc. Common Stock (AZO) | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-08 | — | US Treasury Bill 912797JR9 | sell | $15,001 – $50,000 | self | record |
| 2025-01-08 | — | US Treasury Bill 912797JR9 | sell | $15,001 – $50,000 | self | record |
| 2024-12-12 | ROL | Rollins, Inc. Common Stock (ROL) | buy | $15,001 – $50,000 | spouse | record |
| 2024-12-03 | — | US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1) | buy | $50,001 – $100,000 | self | record |
| 2024-12-03 | — | US TREASURY BILL DUE 03/20/25 (912797KJ5) | buy | $15,001 – $50,000 | self | record |
| 2024-12-03 | — | US TREASU NOTE 4.375% DUE 12/15/26 (91282CJP7) | buy | $100,001 – $250,000 | spouse | record |
| 2024-10-09 | — | US Treasury Bill 91282CJR3 | buy | $100,001 – $250,000 | spouse | record |
| 2024-09-13 | — | US Treasury Bill 912797HP5 | sell | $100,001 – $250,000 | self | record |
| 2024-09-12 | SCHW | Charles Schwab Corporation (SCHW) | sell | $15,001 – $50,000 | spouse | record |
| 2024-08-26 | — | US Treasury Bill 912797HP5 | sell | $50,001 – $100,000 | self | record |
| 2024-08-14 | DE | Deere & Company Common Stock (DE) | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-16 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $15,001 – $50,000 | spouse | record |
| 2024-07-16 | AZO | AutoZone, Inc. Common Stock (AZO) | buy | $15,001 – $50,000 | spouse | record |
| 2024-06-25 | — | US Treasury Bill 912797JR9 | buy | $250,001 – $500,000 | self | record |
| 2024-06-25 | — | US Treasury Bill 912797HP5 | buy | $250,001 – $500,000 | self | record |
| 2024-06-13 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $15,001 – $50,000 | spouse | record |
| 2024-05-20 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $15,001 – $50,000 | spouse | record |
| 2024-05-20 | CTAS | Cintas Corporation - Common Stock (CTAS) | buy | $1,001 – $15,000 | spouse | record |
| 2024-04-23 | — | US Treasury Bill DUE 09/15/25 (91282CFK2) | buy | $15,001 – $50,000 | spouse | record |
| 2024-04-09 | AMP | Ameriprise Financial, Inc. Common Stock (AMP) | buy | $50,001 – $100,000 | spouse | record |
| 2024-04-02 | — | US Treasury Bill Due 3/20/2025 (912797KJ5) | buy | $1,001 – $15,000 | self | record |
| 2024-01-17 | BLK | BlackRock, Inc. Common Stock (BLK) | sell | $50,001 – $100,000 | spouse | record |
| 2024-01-11 | — | US Treasury Bill 912797LL9 | sell | $50,001 – $100,000 | self | record |
| 2024-01-11 | — | US Treasury Bill 912797GD3 | sell | $15,001 – $50,000 | self | record |
| 2023-12-21 | NEE | NextEra Energy, Inc. (NEE) | sell | $15,001 – $50,000 | spouse | record |
| 2023-12-21 | ALB | Albemarle Corporation (ALB) | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-21 | ALB | Albemarle Corporation (ALB) | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-14 | SCHW | Charles Schwab Corporation (SCHW) | buy | $50,001 – $100,000 | spouse | record |
| 2023-11-16 | — | US Treasury Bill 912797LL9 | buy | $15,001 – $50,000 | spouse | record |
| 2023-11-16 | — | US Treasury Bill 912797GD3 | buy | $15,001 – $50,000 | spouse | record |
| 2023-11-16 | — | US Treasury Bill 912797FH5 | buy | $15,001 – $50,000 | spouse | record |
| 2023-10-13 | ATVI | Activision Blizzard, Inc (ATVI) | sell | $15,001 – $50,000 | self | record |
| 2023-10-13 | ATVI | Activision Blizzard, Inc (ATVI) | sell | $1,001 – $15,000 | spouse | record |
| 2023-10-10 | — | The Charles Schwab Corporation Depositary Shares each representing | buy | $15,001 – $50,000 | spouse | record |
| 2023-10-03 | — | US Treasury Bill 912797GD3 | buy | $15,001 – $50,000 | self | record |
| 2023-09-26 | — | US TREASURY NOTE DUE 3/21/24 (912797LL9) | buy | $50,001 – $100,000 | self | record |
| 2023-09-26 | — | US TREASURY NOTE DUE 12/31/23 (91282CDR9) | buy | $15,001 – $50,000 | self | record |
| 2023-08-31 | — | The Charles Schwab Corporation Depositary Shares each representing | buy | $15,001 – $50,000 | spouse | record |
| 2023-07-17 | — | US TREASURY BILL24U S T BILL DUE 07/11/24 | buy | $15,001 – $50,000 | spouse | record |
| 2023-05-18 | — | The Charles Schwab Corporation Depositary Shares each representing | buy | $15,001 – $50,000 | spouse | record |
| 2023-04-20 | ATVI | Activision Blizzard, Inc (ATVI) | buy | $1,001 – $15,000 | self | record |
| 2023-03-27 | SSB | SouthState Corporation (SSB) | sell | $100,001 – $250,000 | spouse | record |
| 2023-03-14 | PFE | Pfizer, Inc. (PFE) | sell | $15,001 – $50,000 | self | record |
| 2023-03-14 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $50,001 – $100,000 | spouse | record |
| 2023-03-09 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2023-01-13 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2022-12-23 | — | US TREASURY NOTE 4.25% 09/24 (91282CFN6) | buy | $100,001 – $250,000 | spouse | record |
| 2022-12-08 | — | US TREASURY BILL DUE 10/5/23 (912796YJ2) | buy | $15,001 – $50,000 | spouse | record |
| 2022-10-07 | — | US TREASURY BILL DUE 3/23/23 (912796U31) | buy | $15,001 – $50,000 | spouse | record |
| 2022-10-07 | — | US TREASURY BILL DUE 12/22/22 (912796X87) | buy | $100,001 – $250,000 | spouse | record |
| 2022-10-07 | — | US TREASURY BILL DUE 10/5/23 (912796YJ2) | buy | $15,001 – $50,000 | spouse | record |
| 2022-09-19 | — | US TREASURY BILL DUE 3/23/23 (912796U31) | buy | $100,001 – $250,000 | spouse | record |
| 2022-09-16 | — | US TREASURY NOTE 3.25% 08/24 (91282CFG1) | buy | $100,001 – $250,000 | spouse | record |
| 2022-09-16 | — | US Treasury Bill Due 9/7/23 (912796YH6) | buy | $15,001 – $50,000 | self | record |
| 2022-08-19 | — | US TREASURY BILL DUE 7/13/23 (912796XQ7) | buy | $15,001 – $50,000 | spouse | record |
| 2022-08-18 | — | US TREASURY BILL DUE 7/13/23 (912796XQ7) | buy | $100,001 – $250,000 | spouse | record |
| 2022-08-18 | CB | Chubb Limited (CB) | buy | $15,001 – $50,000 | spouse | record |
| 2022-08-18 | AMGN | Amgen Inc. (AMGN) | buy | $15,001 – $50,000 | spouse | record |
| 2022-08-15 | DIS | Walt Disney Company (DIS) | sell | $15,001 – $50,000 | self | record |
| 2022-08-11 | DIS | 2000097313 SP Walt Disney Company (DIS) | sell | $15,001 – $50,000 | self | record |
| 2022-05-23 | — | US TREASURY BILL DUE 9/15/22 (912796U49) | buy | $100,001 – $250,000 | spouse | record |
| 2022-05-10 | — | US Treasury Note 2.25% Due 3/31/24 (91282CEG2) | buy | $15,001 – $50,000 | self | record |
| 2022-05-10 | — | US TREASURY NOTE 2.25% 03/24 (91282CEG2) | buy | $100,001 – $250,000 | spouse | record |
| 2022-05-05 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2022-04-04 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2022-03-25 | — | US TREASURY BILL DUE 9/15/22 (912796U49) | buy | $15,001 – $50,000 | self | record |
| 2022-03-21 | — | US TREASURY BILL DUE 9/15/22 (912796U49) | buy | $100,001 – $250,000 | spouse | record |
| 2022-03-14 | DIS | Walt Disney Company (DIS) | buy | $15,001 – $50,000 | spouse | record |
| 2022-03-10 | TMO | Thermo Fisher Scientific Inc (TMO) | buy | $15,001 – $50,000 | spouse | record |
| 2022-02-16 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2022-02-10 | ATVI | Activision blizzard, Inc (ATVI) | buy | $1,001 – $15,000 | self | record |
| 2022-02-10 | ATVI | Activision blizzard, Inc (ATVI) | buy | $1,001 – $15,000 | spouse | record |
| 2022-02-10 | DIS | Walt Disney Company (DIS) | sell | $15,001 – $50,000 | spouse | record |
| 2022-02-09 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2022-01-25 | DIS | Walt Disney Company (DIS) | sell | $1,001 – $15,000 | spouse | record |
| 2022-01-25 | SBUX | Starbucks Corporation (SbuX) | sell | $15,001 – $50,000 | spouse | record |
| 2022-01-25 | PSDTX | Putnam ultra Short Duration Income A (PSDTX) | sell | $50,001 – $100,000 | spouse | record |
| 2022-01-25 | DIS | 2000089847 SP Walt Disney Company (DIS) | sell | $1,001 – $15,000 | self | record |
| 2022-01-25 | SBUX | 2000089846 SP Starbucks Corporation (SBUX) | sell | $1,001 – $15,000 | self | record |
| 2022-01-25 | PSDTX | 2000089848 SP Putnam Ultra Short Duration SP Income A (PSDTX) 2000068091 SP | sell | $50,001 – $100,000 | self | record |
| 2022-01-18 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2022-01-13 | WM | Waste Management, Inc. (WM) | buy | $15,001 – $50,000 | spouse | record |
| 2022-01-13 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2021-10-22 | PYPL | PayPal Holdings, Inc. (PYPl) | sell | $1,001 – $15,000 | spouse | record |
| 2021-10-22 | PYPL | 2000086463 SP PayPal Holdings, Inc. (PYPL) SP SP | sell | $15,001 – $50,000 | self | record |
| 2021-10-22 | PYPL | PayPal Holdings, Inc. (PYPL) | sell | $1,001 – $15,000 | spouse | record |
| 2021-10-07 | FCX | Freeport-McMoRan, Inc. (FCX) | sell | $15,001 – $50,000 | spouse | record |
| 2021-10-04 | FCX | Freeport-McMoRan, Inc. (FCX) | sell | $1,001 – $15,000 | spouse | record |
| 2021-10-04 | FCX | 2000086462 SP Freeport-McMoRan, Inc. (FCX) | sell | $1,001 – $15,000 | self | record |
| 2021-09-28 | SSB | SouthState Corporation (SSB) | sell | $100,001 – $250,000 | spouse | record |
| 2021-07-15 | PFE | Pfizer, Inc. (PFE) | buy | $15,001 – $50,000 | self | record |
| 2021-07-15 | PYPL | PayPal Holdings, Inc. (PYPL) | buy | $15,001 – $50,000 | self | record |
| 2021-06-15 | DOV | Dover Corporation (DOV) | buy | $15,001 – $50,000 | spouse | record |
| 2021-06-15 | DOV | 2000086363 SP Dover Corporation (DOV) | buy | $15,001+ | self | record |
| 2021-06-09 | SSB | SouthState Corporation (SSB) | sell | $15,001 – $50,000 | spouse | record |
| 2021-05-13 | SSB | South State Corporation (SSB) | sell | $15,001 – $50,000 | self | record |
| 2021-05-13 | ACN | Accenture plc Class A Ordinary Shares (ACN) cdefg | buy | $50,001 – $100,000 | self | record |
| 2021-05-13 | SSB | South State Corporation (SSB) | sell | $15,001 – $50,000 | self | record |
| 2021-05-13 | ACN | 2000079936 SP Accenture plc Class A Ordinary Shares (ACN) | buy | $50,001 – $100,000 | self | record |
| 2021-05-04 | JNJ | Johnson & Johnson (JNJ) FIlINg STATuS: New | buy | $15,001 – $50,000 | self | record |
| 2021-05-04 | ALB | Albemarle Corporation (AlB) | buy | $15,001+ | self | record |
| 2021-05-04 | JNJ | 2000079935 SP Johnson & Johnson (JNJ) | buy | $15,001 – $50,000 | self | record |
| 2021-05-04 | ALB | 2000079934 SP Albemarle Corporation (ALB) | buy | $15,001 – $50,000 | self | record |
| 2021-04-12 | TMO | Thermo Fisher Scientific Inc (TMO) | sell | $15,001 – $50,000 | self | record |
| 2021-04-12 | TMO | 2000078994 SP Thermo Fisher Scientific Inc (TMO) | sell | $15,001 – $50,000 | self | record |
| 2021-03-10 | DIS | Walt Disney Company (DIS) | buy | $15,001+ | self | record |
| 2021-03-10 | TMO | Thermo Fisher Scientific Inc (TMO) | buy | $15,001 – $50,000 | self | record |
| 2021-03-10 | NEE | NextEra Energy, Inc. (NEE) | buy | $1,001 – $15,000 | self | record |
| 2021-03-10 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $15,001 – $50,000 | self | record |
| 2021-03-10 | CHD | Church & Dwight Company, Inc. (CHD) | sell | $15,001 – $50,000 | self | record |
| 2021-03-10 | DIS | 2000077847 SP Walt Disney Company (DIS) | buy | $15,001 – $50,000 | self | record |
| 2021-03-10 | TMO | 2000077846 SP Thermo Fisher Scientific Inc (TMO) | buy | $15,001 – $50,000 | self | record |
| 2021-03-10 | NEE | 2000077845 SP NextEra Energy, Inc. (NEE) | buy | $1,001 – $15,000 | self | record |
| 2021-03-10 | MRK | 2000077844 SP Merck & Company, Inc. Common Stock (MRK) | sell | $15,001 – $50,000 | self | record |
| 2021-03-10 | CHD | 2000077843 SP Church & Dwight Company, Inc. (CHD) | sell | $15,001 – $50,000 | self | record |
| 2021-02-26 | SBUX | Starbucks Corporation (SBuX) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-26 | FCX | Freeport-McMoRan, Inc. (FCX) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-26 | DE | Deere & Company (DE) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-26 | SBUX | 2000076737 SP Starbucks Corporation (SBUX) | buy | $1,001 – $15,000 | self | record |
| 2021-02-26 | FCX | 2000076736 SP Freeport-McMoRan, Inc. (FCX) | buy | $1,001 – $15,000 | self | record |
| 2021-02-26 | DE | 2000076735 SP Deere & Company (DE) | buy | $1,001 – $15,000 | self | record |
| 2021-02-18 | SSB | South State Corporation (SSB) | sell | $15,001+ | self | record |
| 2021-02-18 | SSB | South State Corporation (SSB) | sell | $15,001 – $50,000 | self | record |
| 2021-02-10 | VZ | Verizon Communications Inc. (VZ) | sell | $1,001 – $15,000 | spouse | record |
| 2021-02-10 | SSB | South State Corporation (SSB) | sell | $15,001 – $50,000 | self | record |
| 2021-02-10 | PYPL | PayPal Holdings, Inc. (PYPl) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-10 | FCX | Freeport-McMoRan, Inc. (FCX) | buy | $15,001 – $50,000 | self | record |
| 2021-02-10 | DE | Deere & Company (DE) | buy | $15,001 – $50,000 | self | record |
| 2021-02-10 | ALB | Albemarle Corporation (AlB) | buy | $1,001 – $15,000 | spouse | record |
| 2021-02-10 | VZ | 2000076740 SP Verizon Communications Inc. (VZ) | sell | $1,001 – $15,000 | self | record |
| 2021-02-10 | SSB | South State Corporation (SSB) | sell | $15,001 – $50,000 | self | record |
| 2021-02-10 | PYPL | 2000076739 SP PayPal Holdings, Inc. (PYPL) | buy | $1,001 – $15,000 | self | record |
| 2021-02-10 | FCX | 2000076733 SP Freeport-McMoRan, Inc. (FCX) | buy | $15,001 – $50,000 | self | record |
| 2021-02-10 | DE | 2000076732 SP Deere & Company (DE) | buy | $15,001 – $50,000 | self | record |
| 2021-02-10 | ALB | 2000076738 SP Albemarle Corporation (ALB) | buy | $1,001 – $15,000 | self | record |
| 2021-01-26 | VZ | Verizon Communications Inc. (VZ) | sell | $50,001 – $100,000 | spouse | record |
| 2021-01-25 | DIS | Walt Disney Company (DIS) | buy | $15,001 – $50,000 | spouse | record |
| 2021-01-25 | TMO | Thermo Fisher Scientific Inc (TMO) | buy | $15,001 – $50,000 | spouse | record |
| 2021-01-25 | PYPL | PayPal Holdings, Inc. (PYPL) SP | buy | $15,001 – $50,000 | spouse | record |
| 2021-01-25 | KMB | Kimberly-Clark Corporation (KMB) | sell | $1,001 – $15,000 | spouse | record |
| 2021-01-25 | KMB | Kimberly-Clark Corporation (KMB) | sell | $15,001 – $50,000 | spouse | record |
| 2021-01-25 | CHD | Church & Dwight Company, Inc. (CHD) | buy | $15,001 – $50,000 | spouse | record |
| 2021-01-13 | SSB | SouthState Corporation (SSB) | sell | $50,001 – $100,000 | spouse | record |
| 2020-12-15 | D | Dominion Energy, Inc. (D) | sell | $15,001 – $50,000 | spouse | record |
| 2020-12-15 | D | Dominion Energy, Inc. (D) | sell | $15,001 – $50,000 | spouse | record |
| 2020-12-15 | D | 2000074180 SP Dominion Energy, Inc. (D) | sell | $15,001+ | self | record |
| 2020-11-16 | SBUX | Starbucks Corporation (SBUX) | buy | $1,001 – $15,000 | spouse | record |
| 2020-11-16 | SSB | SouthState Corporation (SSB) | sell | $15,001 – $50,000 | spouse | record |
| 2020-11-16 | CB | Chubb Limited (CB) | buy | $15,001 – $50,000 | spouse | record |
| 2020-11-16 | ABBV | AbbVie Inc. (ABBV) | buy | $15,001 – $50,000 | spouse | record |
| 2020-09-25 | NEE | NextEra Energy, Inc. (NEE) FIlINg STATuS: New | buy | $15,001 – $50,000 | self | record |
| 2020-09-25 | NEE | 2000070841 SP NextEra Energy, Inc. (NEE) | buy | $15,001 – $50,000 | self | record |
| 2020-07-02 | SBUX | Starbucks Corporation (SBuX) | sell | $1,001 – $15,000 | spouse | record |
| 2020-07-02 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $15,001 – $50,000 | self | record |