| INTU | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jun 10, 2026 | Jul 15, 2026 | Filing ↗ |
| 91282CNG2 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $100,001 - $250,000 | Member | May 19, 2026 | Jun 16, 2026 | Filing ↗ |
| ACN Filing Status: New
Subholding Of: LIVTR | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | May 8, 2026 | Jun 16, 2026 | Filing ↗ |
| AXP Filing Status: New
Subholding Of: LIVTR | ▲ Purchase | $1,001 - $15,000 | Spouse | May 8, 2026 | Jun 16, 2026 | Filing ↗ |
| TSM Filing Status: New
Subholding Of: LIVTR | ▲ Purchase | $1,001 - $15,000 | Spouse | May 8, 2026 | Jun 16, 2026 | Filing ↗ |
| ABT | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 16, 2026 | Jun 5, 2026 | Filing ↗ |
| INTU | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 16, 2026 | Jun 5, 2026 | Filing ↗ |
| PG | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 16, 2026 | Jun 5, 2026 | Filing ↗ |
| SPGI | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 16, 2026 | Jun 5, 2026 | Filing ↗ |
| US Treasury Note 3.75% DUE 12/31/28 (912 | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Apr 16, 2026 | Jun 5, 2026 | Filing ↗ |
| US Treasury Note 4/375% DUE 12/15/26 (91 | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Apr 16, 2026 | Jun 5, 2026 | Filing ↗ |
| AMP | ▼ Sale (Full) | $50,001 - $100,000 | Spouse | Apr 15, 2026 | Jun 5, 2026 | Filing ↗ |
| US Treasury Note 3.5% DUE 1/31/30 (91282 | ▲ Purchase | $15,001 - $50,000 | Member | Mar 24, 2026 | May 4, 2026 | Filing ↗ |
| INTU | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Feb 19, 2026 | Mar 11, 2026 | Filing ↗ |
| KMI | ▲ Purchase | $1,001 - $15,000 | Spouse | Feb 19, 2026 | Mar 11, 2026 | Filing ↗ |
| TSM | ▲ Purchase | $1,001 - $15,000 | Spouse | Feb 19, 2026 | Mar 11, 2026 | Filing ↗ |
| INTU | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Feb 18, 2026 | Mar 11, 2026 | Filing ↗ |
| 91282CLC3 | ▲ Purchase | $50,001 - $100,000 | Member | Feb 18, 2026 | Mar 11, 2026 | Filing ↗ |
| US Treasury Note 3.5% DUE 01/31/28 (9128 | ▲ Purchase | $100,001 - $250,000 | Member | Jan 26, 2026 | Feb 17, 2026 | Filing ↗ |
| AWK | ▼ Sale (Full) | $50,001 - $100,000 | Spouse | Jan 14, 2026 | Feb 17, 2026 | Filing ↗ |
| PAYX | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jan 14, 2026 | Feb 17, 2026 | Filing ↗ |
| SPGI | ▲ Purchase | $15,001 - $50,000 | Spouse | Jan 14, 2026 | Feb 17, 2026 | Filing ↗ |
| FERG | ▲ Purchase | $15,001 - $50,000 | Spouse | Dec 12, 2025 | Jan 15, 2026 | Filing ↗ |
| NFLX | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Dec 12, 2025 | Jan 15, 2026 | Filing ↗ |
| US TREASUR NOTE 3.75% DUE 08/15/27 (9128 | ▲ Purchase | $50,001 - $100,000 | Member | Nov 14, 2025 | Dec 9, 2025 | Filing ↗ |
| CHD | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Oct 10, 2025 | Nov 13, 2025 | Filing ↗ |
| ACN | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Sep 12, 2025 | Oct 7, 2025 | Filing ↗ |
| ACN | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Aug 19, 2025 | Sep 12, 2025 | Filing ↗ |
| ATO | ▲ Purchase | $15,001 - $50,000 | Spouse | Aug 19, 2025 | Sep 12, 2025 | Filing ↗ |
| US Treasury Bill 91282CHB0 DUE 5/15/26 3 | ▲ Purchase | $100,001 - $250,000 | Member | Aug 19, 2025 | Sep 12, 2025 | Filing ↗ |
| SCHW Filing Status: New
Subholding Of: R.W. Allen & Associates, Inc. > RWA&A - Securities | ▲ Purchase | $15,001 - $50,000 | Spouse | Jul 10, 2025 | Aug 11, 2025 | Filing ↗ |
| US Treasury Bill 912797PD3 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $50,001 - $100,000 | Member | Jul 10, 2025 | Aug 11, 2025 | Filing ↗ |
| US Treasury Bill 912797PV3 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $50,001 - $100,000 | Member | Jul 10, 2025 | Aug 11, 2025 | Filing ↗ |
| INTU | ▲ Purchase | $1,001 - $15,000 | Spouse | Jun 20, 2025 | Jul 15, 2025 | Filing ↗ |
| NFLX Filing Status: New
Subholding Of: R.W. Allen & Associates, Inc. > RWA&A - Securities | ▲ Purchase | $15,001 - $50,000 | Spouse | May 16, 2025 | Jun 18, 2025 | Filing ↗ |
| TMO Filing Status: New
Subholding Of: R.W. Allen & Associates, Inc. > RWA&A - Securities | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | May 16, 2025 | Jun 18, 2025 | Filing ↗ |
| US Treasury Bill 912797MS3 DUE 10/02/25 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $1,001 - $15,000 | Member | May 16, 2025 | Jun 18, 2025 | Filing ↗ |
| US Treasury Bill - Due 12/31/2025 4.25% | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 15, 2025 | May 15, 2025 | Filing ↗ |
| US Treasury Bill - Due 3/15/2027 4.25% - | ▼ Sale (Full) | $50,001 - $100,000 | Spouse | Apr 15, 2025 | May 15, 2025 | Filing ↗ |
| US Treasury Bill - Due 5/15/26 3.625% - | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Apr 15, 2025 | May 15, 2025 | Filing ↗ |
| TMO | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Apr 11, 2025 | May 15, 2025 | Filing ↗ |
| US Treasury Bill - Due 12/15/26 4.375% - | ▲ Purchase | $50,001 - $100,000 | Spouse | Feb 26, 2025 | Mar 12, 2025 | Filing ↗ |
| US Treasury Bill 91282CHB0 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $100,001 - $250,000 | Member | Jan 27, 2025 | Feb 20, 2025 | Filing ↗ |
| US Treasury Bill 91282CKE0 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $100,001 - $250,000 | Member | Jan 27, 2025 | Feb 20, 2025 | Filing ↗ |
| AZO Filing Status: New
Subholding Of: R.W. Allen & Associates, Inc. > RWA&A - Securities | ▲ Purchase | $15,001 - $50,000 | Spouse | Jan 17, 2025 | Feb 20, 2025 | Filing ↗ |
| US Treasury Bill 912797JR9 Filing Status: New
Subholding Of: SCH1 | ▼ Sale (Partial) | $15,001 - $50,000 | Member | Jan 8, 2025 | Feb 20, 2025 | Filing ↗ |
| ROL Filing Status: New
Subholding Of: R.W. Allen & Associates, Inc. > RWA&A - Securities | ▲ Purchase | $15,001 - $50,000 | Spouse | Dec 12, 2024 | Jan 16, 2025 | Filing ↗ |
| US TREASU NOTE 4.375% DUE 12/15/26 (9128 Filing Status: New
Subholding Of: R.W. Allen & Associates, Inc. > RWA&A - Securities | ▲ Purchase | $100,001 - $250,000 | Spouse | Dec 3, 2024 | Jan 16, 2025 | Filing ↗ |
| US TREASURY BILL DUE 03/20/25 (912797KJ5 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $15,001 - $50,000 | Member | Dec 3, 2024 | Jan 16, 2025 | Filing ↗ |
| US TREASURY NOTE 4.25% DUE 12/31/25 (912 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $50,001 - $100,000 | Member | Dec 3, 2024 | Jan 16, 2025 | Filing ↗ |
| US Treasury Bill 91282CJR3 [GS] | ▲ Purchase | $100,001 - $250,000 | Spouse | Oct 9, 2024 | Nov 14, 2024 | Filing ↗ |
| US Treasury Bill 912797HP5 | ▼ Sale (Full) | $100,001 - $250,000 | Member | Sep 13, 2024 | Oct 18, 2024 | Filing ↗ |
| SCHW | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Sep 12, 2024 | Oct 18, 2024 | Filing ↗ |
| DE | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Aug 14, 2024 | Sep 20, 2024 | Filing ↗ |
| AZO | ▲ Purchase | $15,001 - $50,000 | Spouse | Jul 16, 2024 | Aug 8, 2024 | Filing ↗ |
| JNJ | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jul 16, 2024 | Aug 8, 2024 | Filing ↗ |
| US Treasury Bill 912797HP5 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $250,001 - $500,000 | Member | Jun 25, 2024 | Jul 10, 2024 | Filing ↗ |
| US Treasury Bill 912797JR9 Filing Status: New
Subholding Of: SCH1 | ▲ Purchase | $250,001 - $500,000 | Member | Jun 25, 2024 | Jul 10, 2024 | Filing ↗ |
| JNJ Filing Status: New
Subholding Of: R.W. Allen & Associates, Inc. | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jun 13, 2024 | Jul 10, 2024 | Filing ↗ |
| CTAS | ▲ Purchase | $1,001 - $15,000 | Spouse | May 20, 2024 | Jun 21, 2024 | Filing ↗ |
| SBUX | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | May 20, 2024 | Jun 21, 2024 | Filing ↗ |
| US Treasury Bill DUE 09/15/25 (91282CFK2 | ▲ Purchase | $15,001 - $50,000 | Spouse | Apr 23, 2024 | May 14, 2024 | Filing ↗ |
| AMP | ▲ Purchase | $50,001 - $100,000 | Spouse | Apr 9, 2024 | May 14, 2024 | Filing ↗ |
| BLK Filing Status: New
Subholding Of: R.W. Allen & Associates, Inc. | ▼ Sale (Full) | $50,001 - $100,000 | Spouse | Jan 17, 2024 | Feb 16, 2024 | Filing ↗ |
| US Treasury Bill 912797GD3 Filing Status: New
Subholding Of: SCH1 | ▼ Sale (Full) | $15,001 - $50,000 | Member | Jan 11, 2024 | Feb 16, 2024 | Filing ↗ |
| US Treasury Bill 912797LL9 Filing Status: New
Subholding Of: SCH1 | ▼ Sale (Full) | $50,001 - $100,000 | Member | Jan 11, 2024 | Feb 16, 2024 | Filing ↗ |
| ALB | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Dec 21, 2023 | Jan 11, 2024 | Filing ↗ |
| NEE | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Dec 21, 2023 | Jan 11, 2024 | Filing ↗ |
| SCHW | ▲ Purchase | $50,001 - $100,000 | Spouse | Dec 14, 2023 | Jan 11, 2024 | Filing ↗ |
| US Treasury Bill 912797FH5 [GS] | ▲ Purchase | $15,001 - $50,000 | Spouse | Nov 16, 2023 | Dec 19, 2023 | Filing ↗ |
| US Treasury Bill 912797GD3 [GS] | ▲ Purchase | $15,001 - $50,000 | Spouse | Nov 16, 2023 | Dec 19, 2023 | Filing ↗ |
| US Treasury Bill 912797LL9 [GS] | ▲ Purchase | $15,001 - $50,000 | Spouse | Nov 16, 2023 | Dec 19, 2023 | Filing ↗ |
| ATVI cash merger no longer publicly traded company | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Oct 13, 2023 | Nov 16, 2023 | Filing ↗ |
| ATVI cash merger no longer publicly traded company | ▼ Sale (Full) | $15,001 - $50,000 | Member | Oct 13, 2023 | Nov 16, 2023 | Filing ↗ |
| SCHW-PD | ▲ Purchase | $15,001 - $50,000 | Spouse | Oct 10, 2023 | Nov 16, 2023 | Filing ↗ |
| US Treasury Bill 912797GD3 | ▲ Purchase | $15,001 - $50,000 | Member | Oct 3, 2023 | Nov 16, 2023 | Filing ↗ |
| US TREASURY NOTE DUE 12/31/23 (91282CDR9 | ▲ Purchase | $15,001 - $50,000 | Member | Sep 26, 2023 | Oct 5, 2023 | Filing ↗ |
| The Charles Schwab Corporation Depositar | ▲ Purchase | $15,001 - $50,000 | Spouse | Aug 31, 2023 | Sep 8, 2023 | Filing ↗ |
| US TREASURY BILL24U S T BILL DUE 07/11/2 | ▲ Purchase | $15,001 - $50,000 | Spouse | Jul 17, 2023 | Aug 10, 2023 | Filing ↗ |
| The Charles Schwab Corporation Depositar | ▲ Purchase | $15,001 - $50,000 | Spouse | May 18, 2023 | Jun 2, 2023 | Filing ↗ |
| ATVI | ▲ Purchase | $1,001 - $15,000 | Member | Apr 20, 2023 | Jun 2, 2023 | Filing ↗ |
| SSB | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Mar 27, 2023 | Jun 2, 2023 | Filing ↗ |
| ACN | ▼ Sale (Full) | $50,001 - $100,000 | Spouse | Mar 14, 2023 | Aug 10, 2023 | Filing ↗ |
| PFE | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Mar 14, 2023 | Aug 10, 2023 | Filing ↗ |
| SSB | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | Mar 9, 2023 | Aug 10, 2023 | Filing ↗ |
| SSB | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | Jan 13, 2023 | Aug 10, 2023 | Filing ↗ |
| US TREASURY NOTE 4.25% 09/24 (91282CFN6) | ▲ Purchase | $100,001 - $250,000 | Spouse | Dec 23, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 10/5/23 (912796YJ2) | ▲ Purchase | $15,001 - $50,000 | Spouse | Dec 8, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 10/5/23 (912796YJ2) | ▲ Purchase | $15,001 - $50,000 | Spouse | Oct 7, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 12/22/22 (912796X87 | ▲ Purchase | $100,001 - $250,000 | Spouse | Oct 7, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 3/23/23 (912796U31) | ▲ Purchase | $15,001 - $50,000 | Spouse | Oct 7, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 3/23/23 (912796U31) | ▲ Purchase | $100,001 - $250,000 | Spouse | Sep 19, 2022 | Aug 10, 2023 | Filing ↗ |
| US Treasury Bill Due 9/7/23 (912796YH6) | ▲ Purchase | $15,001 - $50,000 | Member | Sep 16, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY NOTE 3.25% 08/24 (91282CFG1) | ▲ Purchase | $100,001 - $250,000 | Spouse | Sep 16, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 7/13/23 (912796XQ7) | ▲ Purchase | $15,001 - $50,000 | Spouse | Aug 19, 2022 | Aug 10, 2023 | Filing ↗ |
| AMGN | ▲ Purchase | $15,001 - $50,000 | Spouse | Aug 18, 2022 | Aug 10, 2023 | Filing ↗ |
| CB | ▲ Purchase | $15,001 - $50,000 | Spouse | Aug 18, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 7/13/23 (912796XQ7) | ▲ Purchase | $100,001 - $250,000 | Spouse | Aug 18, 2022 | Aug 10, 2023 | Filing ↗ |
| DIS | ▼ Sale (Full) | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 10, 2022 | Filing ↗ |
| DIS | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Aug 11, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 9/15/22 (912796U49) | ▲ Purchase | $100,001 - $250,000 | Spouse | May 23, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY NOTE 2.25% 03/24 (91282CEG2) | ▲ Purchase | $100,001 - $250,000 | Spouse | May 10, 2022 | Aug 10, 2023 | Filing ↗ |
| US Treasury Note 2.25% Due 3/31/24 (9128 | ▲ Purchase | $15,001 - $50,000 | Member | May 10, 2022 | Aug 10, 2023 | Filing ↗ |
| SSB | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | May 5, 2022 | Aug 10, 2023 | Filing ↗ |
| SSB | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | Apr 4, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 9/15/22 (912796U49) | ▲ Purchase | $15,001 - $50,000 | Member | Mar 25, 2022 | Aug 10, 2023 | Filing ↗ |
| US TREASURY BILL DUE 9/15/22 (912796U49) | ▲ Purchase | $100,001 - $250,000 | Spouse | Mar 21, 2022 | Aug 10, 2023 | Filing ↗ |
| DIS | ▲ Purchase | $15,001 - $50,000 | Spouse | Mar 14, 2022 | Aug 10, 2023 | Filing ↗ |
| TMO | ▲ Purchase | $15,001 - $50,000 | Spouse | Mar 10, 2022 | Aug 10, 2023 | Filing ↗ |
| SSB | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | Feb 16, 2022 | Aug 10, 2023 | Filing ↗ |
| ATVI | ▲ Purchase | $1,001 - $15,000 | Member | Feb 10, 2022 | Mar 9, 2022 | Filing ↗ |
| DIS | ▼ Sale (Partial) | $15,001 - $50,000 | Spouse | Feb 10, 2022 | Aug 10, 2023 | Filing ↗ |
| SSB | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | Feb 9, 2022 | Aug 10, 2023 | Filing ↗ |
| PSDTX | ▼ Sale (Full) | $50,001 - $100,000 | Spouse | Jan 25, 2022 | Aug 10, 2023 | Filing ↗ |
| SBUX | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jan 25, 2022 | Feb 13, 2022 | Filing ↗ |
| DIS | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jan 25, 2022 | Aug 10, 2023 | Filing ↗ |
| SBUX | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jan 25, 2022 | Aug 10, 2023 | Filing ↗ |
| SSB | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | Jan 18, 2022 | Aug 10, 2023 | Filing ↗ |
| SSB | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | Jan 13, 2022 | Aug 10, 2023 | Filing ↗ |
| WM | ▲ Purchase | $15,001 - $50,000 | Spouse | Jan 13, 2022 | Aug 10, 2023 | Filing ↗ |