Rick W. Allen

Representative · GA-12 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 6, 2015

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 24, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

60 reported transactions in 21 electronically filed reports; latest filed Oct 14, 2026.

Periodic Transaction Report · filed Oct 14, 2026 · House Clerk

View original filing

AutoZone, Inc. Common StockAZO

Stocks (including ADRs) [ST]

Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities

Transaction date: Sep 22, 2026Filed 22 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse
Notified / status: Notified Oct 14, 2026New

Disclosed 22 days after the trade. AZO closed at $2,894.73 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 23, 2026	Sep 23, 2026	$2,843.34	−1.78%	$577 loss avoided
Day of disclosureOct 14, 2026	Oct 14, 2026	$2,911.62	+0.58%	$190 gain missed
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$3,160.18	+9.17%	$2,980 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Costco Wholesale Corporation - Common StockCOST

Stocks (including ADRs) [ST]

Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities

Transaction date: Sep 18, 2026Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 14, 2026New

Disclosed 26 days after the trade. COST closed at $895.31 on Sep 18, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 21, 2026	Sep 21, 2026	$898.48	+0.35%	$28 gain missed
Day of disclosureOct 14, 2026	Oct 14, 2026	$982.00	+9.68%	$775 gain missed
30 days afterOct 19, 2026	Oct 19, 2026	$995.53	+11.2%	$896 gain missed
90 days after	Pending: first session on or after Dec 17, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+11.1%	$887 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 22, 2026Filed 22 days later

Spouse

AutoZone, Inc. Common StockAZOStocks (including ADRs) [ST]Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities

Sale

$15,001 - $50,000

Notified Oct 14, 2026New

Disclosed 22 days after the trade. AZO closed at $2,894.73 on Sep 22, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 23, 2026	Sep 23, 2026	$2,843.34	−1.78%	$577 loss avoided
Day of disclosureOct 14, 2026	Oct 14, 2026	$2,911.62	+0.58%	$190 gain missed
30 days after	Pending: first session on or after Oct 22, 2026
90 days after	Pending: first session on or after Dec 21, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$3,160.18	+9.17%	$2,980 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 18, 2026Filed 26 days later

Spouse

Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities

Sale

$1,001 - $15,000

Notified Oct 14, 2026New

Disclosed 26 days after the trade. COST closed at $895.31 on Sep 18, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 21, 2026	Sep 21, 2026	$898.48	+0.35%	$28 gain missed
Day of disclosureOct 14, 2026	Oct 14, 2026	$982.00	+9.68%	$775 gain missed
30 days afterOct 19, 2026	Oct 19, 2026	$995.53	+11.2%	$896 gain missed
90 days after	Pending: first session on or after Dec 17, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+11.1%	$887 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 22, 2026 · House Clerk

View original filing

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities

Transaction date: Aug 12, 2026Filed 41 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 15, 2026New

Disclosed 41 days after the trade. AVGO closed at $416.05 on Aug 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$417.82	+0.43%	+$34 gain
Day of disclosureSep 22, 2026	Sep 22, 2026	$364.54	−12.4%	−$991 loss
30 days afterSep 11, 2026	Sep 11, 2026	$361.99	−13.0%	−$1,040 loss
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−19.6%	−$1,571 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Rollins, Inc. Common StockROL
Stocks (including ADRs) [ST]
Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities
Transaction date
Aug 12, 2026Filed 41 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000

Periodic Transaction Report · filed Aug 18, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: LIVTR

Transaction date: Jul 14, 2026Filed 35 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse
Notified / status: Notified Aug 17, 2026New

Disclosed 35 days after the trade. ABT closed at $88.96 on Jul 14, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJul 15, 2026	Jul 15, 2026	$89.27	+0.35%	$113 gain missed
Day of disclosureAug 18, 2026	Aug 18, 2026	$112.68	+26.7%	$8,666 gain missed
30 days afterAug 13, 2026	Aug 13, 2026	$111.27	+25.1%	$8,151 gain missed
90 days afterOct 12, 2026	Oct 12, 2026	$101.82	+14.5%	$4,698 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+15.2%	$4,928 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Advanced Micro Devices, Inc.AMD
Stocks (including ADRs) [ST]
Held in: LIVTR
Transaction date
Jul 14, 2026Filed 35 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Aug 17, 2026

Periodic Transaction Report · filed Jul 15, 2026 · House Clerk

View original filing

Intuit Inc. - Common StockINTU

Stocks (including ADRs) [ST]

Held in: LIVTR

Transaction date: Jun 10, 2026Filed 35 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse
Notified / status: Notified Jul 7, 2026New

Disclosed 35 days after the trade. INTU closed at $276.91 on Jun 11, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$276.91	0.00%	$0
Day of disclosureJul 15, 2026	Jul 15, 2026	$279.70	+1.01%	$327 gain missed
30 days afterJul 10, 2026	Jul 10, 2026	$274.96	−0.70%	$229 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$318.93	+15.2%	$4,932 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	+21.1%	$6,852 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 10, 2026Filed 35 days later

Spouse

Intuit Inc. - Common Stock

Disclosed 35 days after the trade. INTU closed at $276.91 on Jun 11, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$276.91	0.00%	$0
Day of disclosureJul 15, 2026	Jul 15, 2026	$279.70	+1.01%	$327 gain missed
30 days afterJul 10, 2026	Jul 10, 2026	$274.96	−0.70%	$229 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$318.93	+15.2%	$4,932 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	+21.1%	$6,852 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jun 16, 2026 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: LIVTR

Transaction date: May 8, 2026Filed 39 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse
Notified / status: Notified Jun 8, 2026New

Disclosed 39 days after the trade. ACN closed at $180.42 on May 8, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 11, 2026	May 11, 2026	$172.35	−4.47%	$1,454 loss avoided
Day of disclosureJun 16, 2026	Jun 16, 2026	$165.52	−8.26%	$2,684 loss avoided
30 days afterJun 8, 2026	Jun 8, 2026	$174.43	−3.32%	$1,079 loss avoided
90 days afterAug 6, 2026	Aug 6, 2026	$171.11	−5.16%	$1,677 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+32.5%	$10,574 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

American Express Company Common StockAXP
Stocks (including ADRs) [ST]
Held in: LIVTR
Transaction date
May 8, 2026Filed 39 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jun 8, 2026

Periodic Transaction Report · filed Jun 5, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities

Transaction date: Apr 16, 2026Filed 50 days later · past 45 days
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse
Notified / status: Notified May 4, 2026New

Disclosed 50 days after the trade. ABT closed at $95.47 on Apr 16, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeApr 17, 2026	Apr 17, 2026	$96.81	+1.40%	$456 gain missed
Day of disclosureJun 5, 2026	Jun 5, 2026	$91.07	−4.61%	$1,498 loss avoided
30 days afterMay 18, 2026	May 18, 2026	$87.91	−7.92%	$2,574 loss avoided
90 days afterJul 15, 2026	Jul 15, 2026	$89.27	−6.49%	$2,111 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+7.31%	$2,376 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Ameriprise Financial, Inc. Common StockAMP
Stocks (including ADRs) [ST]
Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities
Transaction date
Apr 15, 2026Filed 51 days later · past 45 days
Type
Sale

Periodic Transaction Report · filed May 4, 2026 · House Clerk

View original filing

US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)
Government Securities and Agency Debt [GS]
Held in: SCH1
Transaction date
Mar 24, 2026Filed 41 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Apr 8, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 24, 2026Filed 41 days later	Member	US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)Government Securities and Agency Debt [GS]Held in: SCH1	Purchase	$15,001 - $50,000	Notified Apr 8, 2026New	No ticker reported

Periodic Transaction Report · filed Mar 11, 2026 · House Clerk

View original filing

Intuit Inc. - Common StockINTU

Stocks (including ADRs) [ST]

Held in: LIVTR

Transaction date: Feb 19, 2026Filed 20 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Mar 5, 2026New

Disclosed 20 days after the trade. INTU closed at $381.54 on Feb 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 20, 2026	Feb 20, 2026	$380.55	−0.26%	$21 loss avoided
Day of disclosureMar 11, 2026	Mar 11, 2026	$440.45	+15.4%	$1,235 gain missed
30 days afterMar 23, 2026	Mar 23, 2026	$457.02	+19.8%	$1,583 gain missed
90 days afterMay 20, 2026	May 20, 2026	$383.93	+0.63%	$50 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−12.1%	$970 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Intuit Inc. - Common StockINTU
Stocks (including ADRs) [ST]
Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities
Transaction date
Feb 18, 2026Filed 21 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Feb 17, 2026 · House Clerk

View original filing

American Water Works Company, Inc. Common StockAWK

Stocks (including ADRs) [ST]

Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities

Transaction date: Jan 14, 2026Filed 34 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Spouse
Notified / status: Notified Feb 4, 2026New

Disclosed 34 days after the trade. AWK closed at $132.45 on Jan 14, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJan 15, 2026	Jan 15, 2026	$133.35	+0.68%	$510 gain missed
Day of disclosureFeb 17, 2026	Feb 17, 2026	$133.51	+0.80%	$600 gain missed
30 days afterFeb 13, 2026	Feb 13, 2026	$133.50	+0.79%	$595 gain missed
90 days afterApr 14, 2026	Apr 14, 2026	$133.39	+0.71%	$532 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	+2.52%	$1,891 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Paychex, Inc. - Common StockPAYX
Stocks (including ADRs) [ST]
Held in: LIVTR
Transaction date
Jan 14, 2026Filed 34 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Jan 15, 2026 · House Clerk

View original filing

Ferguson Enterprises Inc. Common StockFERG

Stocks (including ADRs) [ST]

Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities

Transaction date: Dec 12, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse
Notified / status: Notified Jan 6, 2026New

Disclosed 34 days after the trade. FERG closed at $224.66 on Dec 12, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 15, 2025	Dec 15, 2025	$225.47	+0.36%	+$117 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$249.86	+11.2%	+$3,646 gain
30 days afterJan 12, 2026	Jan 12, 2026	$241.53	+7.51%	+$2,441 gain
90 days afterMar 12, 2026	Mar 12, 2026	$219.73	−2.19%	−$713 loss
Latest closeOct 20, 2026	Oct 20, 2026	$227.08	+1.08%	+$350 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX
Stocks (including ADRs) [ST]
Held in: R.W. Allen & Associates, Inc. > RWA&A - Securities
Transaction date
Dec 12, 2025Filed 34 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 24, 2026Filed 41 days later

Member

US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)Government Securities and Agency Debt [GS]Held in: SCH1

Purchase

$15,001 - $50,000

Notified Apr 8, 2026New

No ticker reported

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 11, 2026	May 11, 2026	$404.54	−1.73%	−$139 loss
Day of disclosureJun 16, 2026	Jun 16, 2026	$425.83	+3.44%	+$275 gain
30 days afterJun 8, 2026	Jun 8, 2026	$426.80	+3.67%	+$294 gain
90 days afterAug 6, 2026	Aug 6, 2026	$418.20	+1.58%	+$127 gain
Latest closeOct 22, 2026	Oct 22, 2026	$412.35	+0.16%	+$13 gain

Point	Session	Close	Change	On $75,001 sold
Day after the tradeApr 16, 2026	Apr 16, 2026	$458.98	−1.96%	$1,469 loss avoided
Day of disclosureJun 5, 2026	Jun 5, 2026	$454.66	−2.88%	$2,161 loss avoided
30 days afterMay 15, 2026	May 15, 2026	$470.38	+0.48%	$357 gain missed
90 days afterJul 14, 2026	Jul 14, 2026	$518.60	+10.8%	$8,082 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$487.67	+4.17%	$3,127 gain missed

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 19, 2026	Feb 19, 2026	$381.54	−2.06%	$670 loss avoided
Day of disclosureMar 11, 2026	Mar 11, 2026	$440.45	+13.1%	$4,245 gain missed
30 days afterMar 20, 2026	Mar 20, 2026	$455.56	+16.9%	$5,505 gain missed
90 days afterMay 19, 2026	May 19, 2026	$399.71	+2.60%	$846 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−13.9%	$4,528 loss avoided

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 20, 2026	Feb 20, 2026	$370.54	+2.82%	+$225 gain
Day of disclosureMar 11, 2026	Mar 11, 2026	$354.56	−1.62%	−$129 loss
30 days afterMar 23, 2026	Mar 23, 2026	$338.45	−6.09%	−$487 loss
90 days afterMay 20, 2026	May 20, 2026	$401.62	+11.4%	+$915 gain
Latest closeOct 22, 2026	Oct 22, 2026	$412.35	+14.4%	+$1,154 gain

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 13, 2026	Aug 13, 2026	$36.22	−0.82%	$267 loss avoided
Day of disclosureSep 22, 2026	Sep 22, 2026	$32.86	−10.0%	$3,257 loss avoided
30 days afterSep 11, 2026	Sep 11, 2026	$34.73	−4.90%	$1,593 loss avoided
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$33.34	−8.71%	$2,830 loss avoided

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 13, 2026	Aug 13, 2026	$430.49	+0.31%	+$25 gain
Day of disclosureSep 22, 2026	Sep 22, 2026	$452.00	+5.32%	+$426 gain
30 days afterSep 11, 2026	Sep 11, 2026	$433.24	+0.95%	+$76 gain
90 days after	Pending: first session on or after Nov 10, 2026
Latest closeOct 22, 2026	Oct 22, 2026	$412.35	−3.91%	−$313 loss

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 15, 2026	Jul 15, 2026	$529.14	−3.46%	−$277 loss
Day of disclosureAug 18, 2026	Aug 18, 2026	$484.39	−11.6%	−$930 loss
30 days afterAug 13, 2026	Aug 13, 2026	$483.01	−11.9%	−$951 loss
90 days afterOct 12, 2026	Oct 12, 2026	$594.24	+8.41%	+$673 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	−2.44%	−$195 loss

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 15, 2026	Jul 15, 2026	$394.28	+1.33%	+$106 gain
Day of disclosureAug 18, 2026	Aug 18, 2026	$380.00	−2.34%	−$187 loss
30 days afterAug 13, 2026	Aug 13, 2026	$417.82	+7.38%	+$590 gain
90 days afterOct 12, 2026	Oct 12, 2026	$354.73	−8.84%	−$707 loss
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−14.1%	−$1,126 loss

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 11, 2026	May 11, 2026	$312.32	−1.17%	−$94 loss
Day of disclosureJun 16, 2026	Jun 16, 2026	$340.74	+7.82%	+$626 gain
30 days afterJun 8, 2026	Jun 8, 2026	$312.30	−1.18%	−$94 loss
90 days afterAug 6, 2026	Aug 6, 2026	$342.60	+8.41%	+$673 gain
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+0.73%	+$58 gain

Point	Session	Close	Change	On $32,501 sold
Day after the tradeApr 17, 2026	Apr 17, 2026	$393.25	+1.59%	$516 gain missed
Day of disclosureJun 5, 2026	Jun 5, 2026	$296.76	−23.3%	$7,586 loss avoided
30 days afterMay 18, 2026	May 18, 2026	$403.16	+4.15%	$1,348 gain missed
90 days afterJul 15, 2026	Jul 15, 2026	$279.70	−27.7%	$9,018 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−13.4%	$4,351 loss avoided

Point	Session	Close	Change	On $32,501 sold
Day after the tradeApr 17, 2026	Apr 17, 2026	$146.93	+2.67%	$868 gain missed
Day of disclosureJun 5, 2026	Jun 5, 2026	$146.54	+2.40%	$779 gain missed
30 days afterMay 18, 2026	May 18, 2026	$142.39	−0.50%	$164 loss avoided
90 days afterJul 15, 2026	Jul 15, 2026	$148.05	+3.45%	$1,122 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+11.3%	$3,681 gain missed

Point	Session	Close	Change	On $32,501 sold
Day after the tradeApr 17, 2026	Apr 17, 2026	$418.70	+1.32%	$430 gain missed
Day of disclosureJun 5, 2026	Jun 5, 2026	$401.55	−2.83%	$919 loss avoided
30 days afterMay 18, 2026	May 18, 2026	$394.90	−4.44%	$1,442 loss avoided
90 days afterJul 15, 2026	Jul 15, 2026	$444.48	+7.56%	$2,457 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	+6.02%	$1,957 gain missed

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 20, 2026	Feb 20, 2026	$32.73	+0.58%	+$47 gain
Day of disclosureMar 11, 2026	Mar 11, 2026	$33.08	+1.66%	+$133 gain
30 days afterMar 23, 2026	Mar 23, 2026	$33.71	+3.60%	+$288 gain
90 days afterMay 20, 2026	May 20, 2026	$33.59	+3.23%	+$258 gain
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+3.17%	+$253 gain

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 15, 2026	Jan 15, 2026	$110.51	+0.20%	$65 gain missed
Day of disclosureFeb 17, 2026	Feb 17, 2026	$93.27	−15.4%	$5,016 loss avoided
30 days afterFeb 13, 2026	Feb 13, 2026	$94.38	−14.4%	$4,688 loss avoided
90 days afterApr 14, 2026	Apr 14, 2026	$88.85	−19.4%	$6,318 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	+2.11%	$687 gain missed

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 15, 2026	Jan 15, 2026	$516.02	+0.08%	+$26 gain
Day of disclosureFeb 17, 2026	Feb 17, 2026	$388.32	−24.7%	−$8,024 loss
30 days afterFeb 13, 2026	Feb 13, 2026	$387.46	−24.9%	−$8,078 loss
90 days afterApr 14, 2026	Apr 14, 2026	$402.31	−22.0%	−$7,142 loss
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	−15.0%	−$4,885 loss

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 15, 2025	Dec 15, 2025	$93.77	−1.49%	$119 loss avoided
Day of disclosureJan 15, 2026	Jan 15, 2026	$88.05	−7.50%	$600 loss avoided
30 days afterJan 12, 2026	Jan 12, 2026	$89.41	−6.07%	$486 loss avoided
90 days afterMar 12, 2026	Mar 12, 2026	$94.31	−0.92%	$74 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−27.8%	$2,227 loss avoided