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
294
From PTR filings
Trade Volume
$12.7M
Midpoint of disclosed ranges
Net Worth Over Time
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 |
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 |
Trading Sector Allocation (from PTR trades)
Communication Services$661K
Financial Services$2.7M
Technology$659K
Industrials$803K
Healthcare$869K
Basic Materials$302K
Consumer Cyclical$413K
Utilities$384K
Consumer Defensive
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).
