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Financial disclosures · Stock trades

Richard W. Allen

Periodic transaction report filed March 11, 2026, GA12. Member page · The Clerk's PDF (document 20034133)

5
Transactions
on 2 pages
3
Purchases
2
Sales
full and partial
0
Reported late
more than 45 days after the trade

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Spouse INTU Intuit Inc. - Common Stock (INTU) (Stock) Sale Feb 19, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of LIVTR.
2 Spouse INTU Intuit Inc. - Common Stock (INTU) (Stock) Sale Feb 18, 2026 Mar 5, 2026 $15,001 to $50,000 New. Subholding of R.W. Allen & Associates, Inc. > RWA&A - Securities.
3 Spouse KMI Kinder Morgan, Inc. Common Stock (KMI) (Stock) Purchase Feb 19, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of LIVTR.
4 Spouse TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) (Stock) Purchase Feb 19, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of LIVTR.
5 Member US Treasury Note 4% DUE 7/31/29 (91282CLC3) (Government security) Purchase Feb 18, 2026 Mar 5, 2026 $50,001 to $100,000 New. Subholding of SCH1.

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Rick W. Allen's reported trades Their filings

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