Follow public disclosures

Follow public disclosures for Richard W. Allen

Review the public filings this person appears in, then save them to your watchlist when you want their future disclosures surfaced in CopyWindow.

Role: Representative
Country: US
Filings: 28 filings
Portfolio progression: -52.8%

Portfolio progression

How a portfolio that copied every disclosed buy from this person would have moved, each position held for 30 days. Disclosed sells are excluded. Hypothetical, computed from public disclosures.

95 of 99 buys resolved

Compounded across trades: -52.8%
Equal stake per trade: -0.7%
Profitable trades: 41.1%
Best / weakest trade: +9.5% / -10.8%

4 further buys are still inside the 30-day window and excluded from these figures.

Historical research signal

Historical Signal Reliability

Promoted public disclosures are grouped into the full record and the subset that matches today's CopyWindow strategy filters. This is research context, not a recommendation.

Mixed record

40 strategy-qualified

Avg 30d outcome: -1.0%
Median 30d outcome: -0.8%
Win rate: 43.6%
Avg Confidence: 93%

All historical signals

Every promoted historical signal from this person.

203 signals

Avg 30d: -1.8%
Median 30d: -1.4%
Win rate: 37.3%
Avg Confidence: 93%

Based on 193 of 203 signals with a completed 30-day window.

Strategy-qualified subset

Signals matching the current strategy or an active strategy overlay.

40 signals

Avg 30d: -1.0%
Median 30d: -0.8%
Win rate: 43.6%
Avg Confidence: 93%

Based on 39 of 40 signals with a completed 30-day window.

Evidence rows

Best outcome

n. Alphabet Inc. - Class A Common Stock (GOOGL)

Ticker GOOGL

Disclosure: 10 Aug 2023
Hypothetical 30d: +5.6%
Data Confidence: 93%

Open evidence source

Weakest outcome

Thermo Fisher Scientific Inc Common Stock (TMO)

Ticker TMO

Disclosure: 10 Aug 2023
Hypothetical 30d: -5.9%
Data Confidence: 93%

Open evidence source

Latest disclosure

Broadcom Inc. - Common Stock (AVGO)

Ticker AVGO

Disclosure: 18 Aug 2026
Hypothetical 30d: Not available
Data Confidence: 93%

Open evidence source

Observed activity

SouthState Corporation (SSB)

SSB · US · 23 disclosures

Walt Disney Company (DIS)

DIS · US · 10 disclosures

Accenture plc Class A Ordinary Shares (ACN)

ACN · US · 8 disclosures

Dover Corporation Common Stock (DOV)

DOV · US · 8 disclosures

Intuit Inc. - Common Stock (INTU)

INTU · US · 8 disclosures

Starbucks Corporation - Common Stock (SBUX)

SBUX · US · 7 disclosures

Thermo Fisher Scientific Inc Common Stock (TMO)

TMO · US · 6 disclosures

3M Company Common Stock (MMM)

MMM · US · 5 disclosures

PayPal Holdings, Inc. - Common Stock (PYPL)

PYPL · US · 5 disclosures

Abbott Laboratories Common Stock (ABT)

ABT · US · 4 disclosures

Beacon Financial Corporation Common stock (BBT)

BBT · US · 4 disclosures

io n. Walmart Inc. Common Stock (WMT)

WMT · US · 4 disclosures

Johnson & Johnson Common Stock (JNJ)

JNJ · US · 4 disclosures

Kimberly-Clark Corporation - Common Stock (KMB)

KMB · US · 4 disclosures

n. Freeport-McMoRan, Inc. Common Stock (FCX)

FCX · US · 4 disclosures

n. NextEra Energy, Inc. Common Stock (NEE)

NEE · US · 4 disclosures

Paychex, Inc. - Common Stock (PAYX)

PAYX · US · 4 disclosures

sing Albemarle Corporation Common Stock (ALB)

ALB · US · 4 disclosures

Activision Blizzard, Inc (ATVI)

ATVI · US · 3 disclosures

Amgen Inc. - Common Stock (AMGN)

AMGN · US · 3 disclosures

Charles Schwab Corporation (SCHW)

SCHW · US · 3 disclosures

Chubb Limited Common Stock (CB)

CB · US · 3 disclosures

Church & Dwight Company, Inc. Common Stock (CHD)

CHD · US · 3 disclosures

Deere & Company Common Stock (DE)

DE · US · 3 disclosures

Marriott International - Class A Common Stock (MAR)

MAR · US · 3 disclosures

Merck & Company, Inc. Common Stock (MRK)

MRK · US · 3 disclosures

n. Verizon Communications Inc. Common Stock (VZ)

VZ · US · 3 disclosures

Procter & Gamble Company (PG)

PG · US · 3 disclosures

AbbVie Inc. Common Stock (ABBV)

ABBV · US · 2 disclosures

American Water Works Company, Inc. Common Stock (AWK)

AWK · US · 2 disclosures

AutoZone, Inc. Common Stock (AZO)

AZO · US · 2 disclosures

BlackRock, Inc. Common Stock (BLK)

BLK · US · 2 disclosures

CAE Inc. Ordinary Shares (CAE)

CAE · US · 2 disclosures

Carnival Corporation Common Stock (CCL)

CCL · US · 2 disclosures

Costco Wholesale Corporation - Common Stock (COST)

COST · US · 2 disclosures

Dominion Energy, Inc. Common Stock (D)

D · US · 2 disclosures

FedEx Corporation Common Stock (FDX)

FDX · US · 2 disclosures

Home Depot, Inc. (HD)

HD · US · 2 disclosures

n. Alphabet Inc. - Class A Common Stock (GOOGL)

GOOGL · US · 2 disclosures

n. Ameriprise Financial, Inc. Common Stock (AMP)

AMP · US · 2 disclosures

Netflix, Inc. - Common Stock (NFLX)

NFLX · US · 2 disclosures

nt sing Phillips 66 Common Stock (PSX)

PSX · US · 2 disclosures

Pfizer, Inc. Common Stock (PFE)

PFE · US · 2 disclosures

Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares (RDS.B)

RDS.B · US · 2 disclosures

S&P Global Inc. Common Stock (SPGI)

SPGI · US · 2 disclosures

Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

TSM · US · 2 disclosures

TE Connectivity plc Ordinary Shares (TEL)

TEL · US · 2 disclosures

Advanced Micro Devices, Inc. (AMD)

AMD · US · 1 disclosure

Amazon.com, Inc. - Common Stock (AMZN)

AMZN · US · 1 disclosure

American Express Company Common Stock (AXP)

AXP · US · 1 disclosure

Atmos Energy Corporation Common Stock (ATO)

ATO · US · 1 disclosure

Bayer AG Ordinary Shares (BAYZF)

BAYZF · US · 1 disclosure

Broadcom Inc. - Common Stock (AVGO)

AVGO · US · 1 disclosure

Cintas Corporation - Common Stock (CTAS)

CTAS · US · 1 disclosure

Exxon Mobil Corporation Common Stock (XOM)

XOM · US · 1 disclosure

Ferguson Enterprises Inc. Common Stock (FERG)

FERG · US · 1 disclosure

GE Aerospace Common Stock (GE)

GE · US · 1 disclosure

Kinder Morgan, Inc. Common Stock (KMI)

KMI · US · 1 disclosure

Microsoft Corporation - Common Stock (MSFT)

MSFT · US · 1 disclosure

Realty Income Corporation Common Stock (O)

O · US · 1 disclosure

Rollins, Inc. Common Stock (ROL)

ROL · US · 1 disclosure

Sherwin-Williams Company (SHW)

SHW · US · 1 disclosure

The Cigna Group Common Stock (CI)

CI · US · 1 disclosure

Truist Financial Corporation Common Stock (TFC)

TFC · US · 1 disclosure

United Technologies Corporation (UTX)

UTX · US · 1 disclosure

Waste Management, Inc. Common Stock (WM)

WM · US · 1 disclosure

Recent public disclosures

Source links stay visible so each filing can be checked directly.

28 filings · 203 transactions

3 stock transactions disclosed on 18 Aug 2026Transaction date 14 Jul 2026 · House STOCK Act disclosures · 1 sell · 2 buysView 3 transactions

Transactions

1 sell · 2 buys

ABT
Abbott Laboratories Common Stock (ABT)
sell
Reported amount
$15,001 - $50,000
AMD
Advanced Micro Devices, Inc. (AMD)
buy
Reported amount
$1,001 - $15,000
AVGO
Broadcom Inc. - Common Stock (AVGO)
buy
Reported amount
$1,001 - $15,000

Open source

Transactions: 3 transactions
Copy Window: Probably too late
Avg Confidence: 93%
Avg outcome: Not available

Sell stock disclosed on 15 Jul 2026Transaction date 10 Jun 2026 · House STOCK Act disclosures · 1 sellView 1 transaction

Transactions

1 sell

INTU
Intuit Inc. - Common Stock (INTU)
sell
Reported amount
$15,001 - $50,000

Open source

Reported amount: $15,001 - $50,000
Copy Window: Probably too late
Data Confidence: 93%
Historical outcome: +23.6%

3 stock transactions disclosed on 16 Jun 2026Transaction date 8 May 2026 · House STOCK Act disclosures · 1 sell · 2 buysView 3 transactions

Transactions

1 sell · 2 buys

ACN
Accenture plc Class A Ordinary Shares (ACN)
sell
Reported amount
$15,001 - $50,000
AXP
American Express Company Common Stock (AXP)
buy
Reported amount
$1,001 - $15,000
TSM
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
buy
Reported amount
$1,001 - $15,000

Open source

Transactions: 3 transactions
Copy Window: Probably too late
Avg Confidence: 93%
Avg outcome: -3.0%

5 stock transactions disclosed on 5 Jun 2026Transaction dates 15 Apr 2026, 16 Apr 2026 · House STOCK Act disclosures · 5 sellsView 5 transactions

Transactions

5 sells

ABT
Abbott Laboratories Common Stock (ABT)
sell
Reported amount
$15,001 - $50,000
INTU
Intuit Inc. - Common Stock (INTU)
sell
Reported amount
$15,001 - $50,000
PG
Procter & Gamble Company (PG)
sell
Reported amount
$15,001 - $50,000
SPGI
S&P Global Inc. Common Stock (SPGI)
sell
Reported amount
$15,001 - $50,000
AMP
n. Ameriprise Financial, Inc. Common Stock (AMP)
sell
Reported amount
$50,001 - $100,000

Open source

Transactions: 5 transactions
Copy Window: Probably too late
Avg Confidence: 93%
Avg outcome: +4.3%

4 stock transactions disclosed on 11 Mar 2026Transaction dates 18 Feb 2026, 19 Feb 2026 · House STOCK Act disclosures · 2 sells · 2 buysView 4 transactions

Transactions

2 sells · 2 buys

INTU
Intuit Inc. - Common Stock (INTU)
sell
Reported amount
$1,001 - $15,000
KMI
Kinder Morgan, Inc. Common Stock (KMI)
buy
Reported amount
$1,001 - $15,000
TSM
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
buy
Reported amount
$1,001 - $15,000
INTU
Intuit Inc. - Common Stock (INTU)
sell
Reported amount
$15,001 - $50,000

Open source

Transactions: 4 transactions
Copy Window: Probably too late
Avg Confidence: 93%
Avg outcome: -9.1%