Rick W. Allen
Rick W. Allen Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed February 15, 2012. Includes 15 assets and 4 liabilities.
Est. Net Worth
$36K
2011 annual disclosure
Total Assets
$492K - $1.2M
15 assets
Total Liabilities
$500K - $1.1M
4 liabilities
Total Trades
310
From PTR filings
Trade Volume
$13.6M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $36K |
| 2013 | $147K |
Assets by Category
Stocks$761K (14)
Mutual Funds$75K (1)
Top Stock Holdings (from trades)
All Assets (15)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
American Fidelity Assurance Co | $50,001 - $100,000 |
American Fidelity Life Insurance Co | $50,001 - $100,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Liberty Mt. Growth Fund A | $50,001 - $100,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Georgia Bank & Trust Company, Augusta, GA | mortgage | $50,001 - $100,000 |
| Georgia Bank & Trust Company, Augusta, GA | mortgage | $100,001 - $250,000 |
| GMAC Mortgage Corp., Waterloo, IA | mortgage | $250,001 - $500,000 |
| Barclays Bank of Wilmington, DE | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$2.6M
Technology$797K
Industrials$657K
Consumer Cyclical$381K
Insurance$130K
Healthcare$926K
Utilities$384K
Consumer Defensive$382K
Communication Services$588K
Basic Materials$302K
Real Estate$33K
Energy$189K
Retail Trade$33K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).