Richard W. Allen

GA12Member42 filings281 transactions

#	Date↓	Ticker↕	Asset↕	Type↕	Owner↕	Amount↕	DocID
1	2025-11-14	91282CLG4	US TREASUR NOTE 3.75% DUE 08/15/27	Purchase	Self	$50,001 - $100,000	20033589
2	2025-10-10	CHD	Church & Dwight Company, Inc. Common Stock	Sale	SP	$15,001 - $50,000	20033415
3	2025-10-10	—	US Treasury Bill 91282CLP4 3.5% Due 9/30/26	Purchase	Self	$50,001 - $100,000	20033415
4	2025-09-12	ACN	Accenture plc Class A Ordinary Shares	Sale	SP	$1,001 - $15,000	20032204
5	2025-08-19	ACN	Accenture plc Class A Ordinary Shares	Sale	SP	$1,001 - $15,000	20032052
6	2025-08-19	ATO	Atmos Energy Corporation Common Stock	Purchase	SP	$15,001 - $50,000	20032052
7	2025-08-19	—	US Treasury Bill 91282CHB0 DUE 5/15/26 3.625%	Purchase	Self	$100,001 - $250,000	20032052
8	2025-07-10	SCHW	Charles Schwab Corporation	Purchase	SP	$15,001 - $50,000	20030850
9	2025-07-10	—	US Treasury Bill 912797PD3	Purchase	Self	$50,001 - $100,000	20030850
10	2025-07-10	—	SCH1 US Treasury Bill 912797PV3	Purchase	Self	$50,001 - $100,000	20030850
11	2025-06-20	INTU	Intuit Inc. - Common Stock	Purchase	SP	$1,001 - $15,000	20030608
12	2025-05-16	NFLX	Netflix, Inc. - Common Stock	Purchase	SP	$15,001 - $50,000	20030502
13	2025-05-16	TMO	Thermo Fisher Scientific Inc Common Stock	Sale	SP	$15,001 - $50,000	20030502
14	2025-05-16	—	US Treasury Bill 912797MS3 DUE 10/02/25	Purchase	Self	$1,001 - $15,000	20030502
15	2025-04-15	—	US Treasury Bill - Due 12/31/2025 4.25% - 91282CJS1	Sale	SP	$15,001 - $50,000	20030316
16	2025-04-15	—	US Treasury Bill - Due 3/15/2027 4.25% - 91282CKE0	Sale	SP	$50,001 - $100,000	20030316
17	2025-04-15	—	US Treasury Bill - Due 5/15/26 3.625% - 91282CHB0	Sale	SP	$100,001 - $250,000	20030316
18	2025-04-11	TMO	Thermo Fisher Scientific Inc Common Stock	Sale	SP	$15,001 - $50,000	20030316
19	2025-02-26	—	US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7	Purchase	SP	$50,001 - $100,000	20027927
20	2025-01-27	—	SCH1 US Treasury Bill 91282CHB0	Purchase	Self	$100,001 - $250,000	20026727
21	2025-01-27	—	SCH1 US Treasury Bill 91282CKE0	Purchase	Self	$100,001 - $250,000	20026727
22	2025-01-17	AZO	AutoZone, Inc. Common Stock	Purchase	SP	$15,001 - $50,000	20026727
23	2025-01-08	—	US Treasury Bill 912797JR9	Sale (partial)	Self	$15,001 - $50,000	20026727
24	2025-01-08	—	SCH1 US Treasury Bill 912797JR9	Sale (partial)	Self	$15,001 - $50,000	20026727
25	2024-12-12	ROL	Rollins, Inc. Common Stock	Purchase	SP	$15,001 - $50,000	20026537
26	2024-12-03	91282CJP7	US TREASU NOTE 4.375% DUE 12/15/26	Purchase	SP	$100,001 - $250,000	20026537
27	2024-12-03	912797KJ5	US TREASURY BILL DUE 03/20/25	Purchase	Self	$15,001 - $50,000	20026537
28	2024-12-03	91282CJS1	SCH1 US TREASURY NOTE 4.25% DUE 12/31/25	Purchase	Self	$50,001 - $100,000	20026537
29	2024-10-09	—	US Treasury Bill 91282CJR3	Purchase	SP	$100,001 - $250,000	20026191
30	2024-09-13	—	R.W. Allen & Associates, Inc. US Treasury Bill 912797HP5	Sale	Self	$100,001 - $250,000	20026031
31	2024-09-12	SCHW	Charles Schwab Corporation	Sale	SP	$15,001 - $50,000	20026031
32	2024-08-26	—	LIVTR US Treasury Bill 912797HP5	Sale	Self	$50,001 - $100,000	20025875
33	2024-08-14	DE	Deere & Company Common Stock	Sale	SP	$1,001 - $15,000	20025875
34	2024-07-16	AZO	AutoZone, Inc. Common Stock	Purchase	SP	$15,001 - $50,000	20025601
35	2024-07-16	JNJ	Johnson & Johnson Common Stock	Sale	SP	$15,001 - $50,000	20025601
36	2024-06-25	—	R.W. Allen & Associates, Inc. US Treasury Bill 912797HP5	Purchase	Self	$250,001 - $500,000	20025411
37	2024-06-25	—	SCH1 US Treasury Bill 912797JR9	Purchase	Self	$250,001 - $500,000	20025411
38	2024-06-13	JNJ	Johnson & Johnson Common Stock	Sale	SP	$15,001 - $50,000	20025411
39	2024-05-20	CTAS	Cintas Corporation - Common Stock	Purchase	SP	$1,001 - $15,000	20025287
40	2024-05-20	SBUX	Starbucks Corporation - Common Stock	Sale	SP	$15,001 - $50,000	20025287
41	2024-04-23	91282CFK2	US Treasury Bill DUE 09/15/25	Purchase	SP	$15,001 - $50,000	20025031
42	2024-04-09	AMP	Ameriprise Financial, Inc. Common Stock	Purchase	SP	$50,001 - $100,000	20025031
43	2024-04-02	912797KJ5	LIVTR US Treasury Bill Due 3/20/2025	Purchase	Self	$1,001 - $15,000	20025031
44	2024-01-17	BLK	BlackRock, Inc. Common Stock	Sale	SP	$50,001 - $100,000	20024458
45	2024-01-11	—	R.W. Allen & Associates, Inc. US Treasury Bill 912797GD3	Sale	Self	$15,001 - $50,000	20024458
46	2024-01-11	—	SCH1 US Treasury Bill 912797LL9	Sale	Self	$50,001 - $100,000	20024458
47	2023-12-21	ALB	Albemarle Corporation	Sale	SP	$1,001 - $15,000	20024277
48	2023-12-21	ALB	Albemarle Corporation	Sale	SP	$1,001 - $15,000	20024277
49	2023-12-21	NEE	NextEra Energy, Inc.	Sale	SP	$15,001 - $50,000	20024277
50	2023-12-14	SCHW	Charles Schwab Corporation	Purchase	SP	$50,001 - $100,000	20024277
51	2023-11-16	—	US Treasury Bill 912797FH5	Purchase	SP	$15,001 - $50,000	20024101
52	2023-11-16	—	US Treasury Bill 912797GD3	Purchase	SP	$15,001 - $50,000	20024101
53	2023-11-16	—	US Treasury Bill 912797LL9	Purchase	SP	$15,001 - $50,000	20024101
54	2023-10-13	ATVI	Activision Blizzard, Inc	Sale	SP	$1,001 - $15,000	20024001
55	2023-10-13	ATVI	Activision Blizzard, Inc	Sale	Self	$15,001 - $50,000	20024001
56	2023-10-10	—	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)	Purchase	SP	$15,001 - $50,000	20024001
57	2023-10-03	—	R.W. Allen & Associates, Inc. US Treasury Bill 912797GD3	Purchase	Self	$15,001 - $50,000	20024001
58	2023-09-26	91282CDR9	US TREASURY NOTE DUE 12/31/23	Purchase	Self	$15,001 - $50,000	20023812
59	2023-09-26	912797LL9	SCH1 US TREASURY NOTE DUE 3/21/24	Purchase	Self	$50,001 - $100,000	20023812
60	2023-08-31	—	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)	Purchase	SP	$15,001 - $50,000	20023622
61	2023-07-17	—	US TREASURY BILL24U S T BILL DUE 07/11/24	Purchase	SP	$15,001 - $50,000	20023082
62	2023-05-18	—	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)	Purchase	SP	$15,001 - $50,000	20022986
63	2023-04-20	ATVI	Activision Blizzard, Inc	Purchase	Self	$1,001 - $15,000	20022986
64	2023-03-27	SSB	SouthState Corporation	Sale	SP	$100,001 - $250,000	20022986
65	2023-03-14	ACN	Accenture plc Class A Ordinary Shares	Sale	SP	$50,001 - $100,000	20023082
66	2023-03-14	PFE	Pfizer, Inc.	Sale	SP	$15,001 - $50,000	20023082
67	2023-03-09	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
68	2023-01-13	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
69	2022-12-23	91282CFN6	US TREASURY NOTE 4.25% 09/24	Purchase	SP	$100,001 - $250,000	20023082
70	2022-12-08	912796YJ2	US TREASURY BILL DUE 10/5/23	Purchase	SP	$15,001 - $50,000	20023082
71	2022-10-07	912796YJ2	US TREASURY BILL DUE 10/5/23	Purchase	SP	$15,001 - $50,000	20023082
72	2022-10-07	912796X87	US TREASURY BILL DUE 12/22/22	Purchase	SP	$100,001 - $250,000	20023082
73	2022-10-07	912796U31	US TREASURY BILL DUE 3/23/23	Purchase	SP	$15,001 - $50,000	20023082
74	2022-09-19	912796U31	US TREASURY BILL DUE 3/23/23	Purchase	SP	$100,001 - $250,000	20023082
75	2022-09-16	912796YH6	US Treasury Bill Due 9/7/23	Purchase	Self	$15,001 - $50,000	20023082
76	2022-09-16	91282CFG1	US TREASURY NOTE 3.25% 08/24	Purchase	SP	$100,001 - $250,000	20023082
77	2022-08-19	912796XQ7	US TREASURY BILL DUE 7/13/23	Purchase	SP	$15,001 - $50,000	20023082
78	2022-08-18	AMGN	Amgen Inc.	Purchase	SP	$15,001 - $50,000	20023082
79	2022-08-18	CB	Chubb Limited	Purchase	SP	$15,001 - $50,000	20023082
80	2022-08-18	912796XQ7	US TREASURY BILL DUE 7/13/23	Purchase	SP	$100,001 - $250,000	20023082
81	2022-08-15	DIS	Walt Disney Company	Sale	Self	$15,001 - $50,000	20021681
82	2022-08-11	DIS	Walt Disney Company	Sale	SP	$15,001 - $50,000	20023082
83	2022-05-23	912796U49	US TREASURY BILL DUE 9/15/22	Purchase	SP	$100,001 - $250,000	20023082
84	2022-05-10	91282CEG2	US TREASURY NOTE 2.25% 03/24	Purchase	SP	$100,001 - $250,000	20023082
85	2022-05-10	91282CEG2	US Treasury Note 2.25% Due 3/31/24	Purchase	Self	$15,001 - $50,000	20023082
86	2022-05-05	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
87	2022-04-04	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
88	2022-03-25	912796U49	US TREASURY BILL DUE 9/15/22	Purchase	Self	$15,001 - $50,000	20023082
89	2022-03-21	912796U49	US TREASURY BILL DUE 9/15/22	Purchase	SP	$100,001 - $250,000	20023082
90	2022-03-14	DIS	Walt Disney Company	Purchase	SP	$15,001 - $50,000	20023082
91	2022-03-10	TMO	Thermo Fisher Scientific Inc	Purchase	SP	$15,001 - $50,000	20023082
92	2022-02-16	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
93	2022-02-10	DIS	Walt Disney Company	Sale (partial)	SP	$15,001 - $50,000	20023082
94	2022-02-10	ATVI	Activision blizzard, Inc	Purchase	SP	$1,001 - $15,000	20020585
95	2022-02-10	ATVI	- 2016 Activision blizzard, Inc	Purchase	Self	$1,001 - $15,000	20020585
96	2022-02-09	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
97	2022-01-25	PSDTX	2000089848 SP Putnam Ultra Short Duration Income A	Sale	Self	$50,001 - $100,000	20023082
98	2022-01-25	SBUX	2000089846 SP Starbucks Corporation	Sale	Self	$1,001 - $15,000	20023082
99	2022-01-25	DIS	2000089847 SP Walt Disney Company	Sale	Self	$1,001 - $15,000	20023082
100	2022-01-25	—	Putnam ultra Short Duration Income A (PSDTX) [Ab]	Sale	SP	$50,001 - $100,000	20020448
101	2022-01-25	SBUX	Starbucks Corporation	Sale	SP	$15,001 - $50,000	20020448
102	2022-01-25	DIS	Walt Disney Company	Sale	SP	$1,001 - $15,000	20020448
103	2022-01-18	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
104	2022-01-13	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
105	2022-01-13	WM	Waste Management, Inc.	Purchase	SP	$15,001 - $50,000	20023082
106	2021-10-22	PYPL	PayPal Holdings, Inc.	Sale	SP	$1,001 - $15,000	20023082
107	2021-10-22	PYPL	2000086463 SP PayPal Holdings, Inc.	Sale	Self	$15,001 - $50,000	20023082
108	2021-10-22	PYPL	PayPal Holdings, Inc.	Sale	SP	$1,001 - $15,000	20019790
109	2021-10-07	FCX	Freeport-McMoRan, Inc.	Sale	SP	$15,001 - $50,000	20023082
110	2021-10-04	FCX	2000086462 SP Freeport-McMoRan, Inc.	Sale	Self	$1,001 - $15,000	20023082
111	2021-10-04	FCX	Freeport-McMoRan, Inc.	Sale	SP	$1,001 - $15,000	20019790
112	2021-09-28	SSB	SouthState Corporation	Sale (partial)	SP	$100,001 - $250,000	20023082
113	2021-07-15	PYPL	PayPal Holdings, Inc.	Purchase	SP	$15,001 - $50,000	20023082
114	2021-07-15	PFE	Pfizer, Inc.	Purchase	SP	$15,001 - $50,000	20023082
115	2021-06-15	DOV	Dover Corporation	Purchase	SP	$15,001 - $50,000	20019775
116	2021-06-09	SSB	SouthState Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
117	2021-05-13	ACN	Accenture plc Class A Ordinary Shares	Purchase	SP	$50,001 - $100,000	20023082
118	2021-05-13	SSB	South State Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
119	2021-05-13	ACN	Accenture plc Class A Ordinary Shares	Purchase	Self	$50,001 - $100,000	20018906
120	2021-05-13	SSB	South State Corporation	Sale	Self	$15,001 - $50,000	20018906
121	2021-05-04	ALB	Albemarle Corporation	Purchase	SP	$15,001 - $50,000	20023082
122	2021-05-04	JNJ	Johnson & Johnson	Purchase	SP	$15,001 - $50,000	20023082
123	2021-05-04	ALB	Albemarle Corporation	Purchase	Self	$15,001 - $50,000	20018906
124	2021-05-04	JNJ	Johnson & Johnson	Purchase	Self	$15,001 - $50,000	20018906
125	2021-04-12	TMO	2000078994 SP Thermo Fisher Scientific Inc	Sale (partial)	Self	$15,001 - $50,000	20023082
126	2021-04-12	TMO	Thermo Fisher Scientific Inc	Sale (partial)	Self	$15,001 - $50,000	20018703
127	2021-03-10	CHD	Church & Dwight Company, Inc.	Sale	SP	$15,001 - $50,000	20023082
128	2021-03-10	MRK	Merck & Company, Inc. Common Stock	Sale	SP	$15,001 - $50,000	20023082
129	2021-03-10	NEE	NextEra Energy, Inc.	Purchase	SP	$1,001 - $15,000	20023082
130	2021-03-10	TMO	Thermo Fisher Scientific Inc	Purchase	SP	$15,001 - $50,000	20023082
131	2021-03-10	DIS	Walt Disney Company	Purchase	SP	$15,001 - $50,000	20023082
132	2021-03-10	CHD	Church & Dwight Company, Inc.	Sale	Self	$15,001 - $50,000	20018530
133	2021-03-10	MRK	Merck & Company, Inc. Common Stock	Sale	Self	$15,001 - $50,000	20018530
134	2021-03-10	NEE	NextEra Energy, Inc.	Purchase	Self	$1,001 - $15,000	20018530
135	2021-03-10	TMO	Thermo Fisher Scientific Inc	Purchase	Self	$15,001 - $50,000	20018530
136	2021-03-10	DIS	Walt Disney Company	Purchase	Self	$15,001 - $50,000	20018530
137	2021-02-26	DE	Deere & Company	Purchase	SP	$1,001 - $15,000	20023082
138	2021-02-26	FCX	Freeport-McMoRan, Inc.	Purchase	SP	$1,001 - $15,000	20023082
139	2021-02-26	SBUX	Starbucks Corporation	Purchase	SP	$1,001 - $15,000	20023082
140	2021-02-26	DE	Deere & Company	Purchase	SP	$1,001 - $15,000	20018393
141	2021-02-26	FCX	Freeport-McMoRan, Inc.	Purchase	SP	$1,001 - $15,000	20018393
142	2021-02-26	SBUX	Starbucks Corporation	Purchase	SP	$1,001 - $15,000	20018393
143	2021-02-18	SSB	South State Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
144	2021-02-18	SSB	South State Corporation	Sale	Self	$15,001 - $50,000	20018393
145	2021-02-10	ALB	Albemarle Corporation	Purchase	SP	$1,001 - $15,000	20023082
146	2021-02-10	DE	Deere & Company	Purchase	SP	$15,001 - $50,000	20023082
147	2021-02-10	FCX	Freeport-McMoRan, Inc.	Purchase	SP	$15,001 - $50,000	20023082
148	2021-02-10	PYPL	PayPal Holdings, Inc.	Purchase	SP	$1,001 - $15,000	20023082
149	2021-02-10	SSB	South State Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
150	2021-02-10	VZ	Verizon Communications Inc.	Sale	SP	$1,001 - $15,000	20023082
151	2021-02-10	ALB	Albemarle Corporation	Purchase	SP	$1,001 - $15,000	20018393
152	2021-02-10	DE	Deere & Company	Purchase	Self	$15,001 - $50,000	20018393
153	2021-02-10	FCX	Freeport-McMoRan, Inc.	Purchase	Self	$15,001 - $50,000	20018393
154	2021-02-10	PYPL	PayPal Holdings, Inc.	Purchase	SP	$1,001 - $15,000	20018393
155	2021-02-10	SSB	South State Corporation	Sale	Self	$15,001 - $50,000	20018393
156	2021-02-10	VZ	Verizon Communications Inc.	Sale	SP	$1,001 - $15,000	20018393
157	2021-01-26	VZ	Verizon Communications Inc.	Sale	SP	$50,001 - $100,000	20023082
158	2021-01-25	CHD	Church & Dwight Company, Inc.	Purchase	SP	$15,001 - $50,000	20023082
159	2021-01-25	KMB	Kimberly-Clark Corporation	Sale	SP	$15,001 - $50,000	20023082
160	2021-01-25	KMB	Kimberly-Clark Corporation	Sale	SP	$1,001 - $15,000	20023082
161	2021-01-25	PYPL	PayPal Holdings, Inc.	Purchase	SP	$15,001 - $50,000	20023082
162	2021-01-25	TMO	Thermo Fisher Scientific Inc	Purchase	SP	$15,001 - $50,000	20023082
163	2021-01-25	DIS	Walt Disney Company	Purchase	SP	$15,001 - $50,000	20023082
164	2021-01-13	SSB	SouthState Corporation	Sale (partial)	SP	$50,001 - $100,000	20023082
165	2020-12-15	D	Dominion Energy, Inc.	Sale	SP	$15,001 - $50,000	20023082
166	2020-12-15	D	Dominion Energy, Inc.	Sale	SP	$15,001 - $50,000	20018021
167	2020-11-16	ABBV	AbbVie Inc.	Purchase	SP	$15,001 - $50,000	20023082
168	2020-11-16	CB	Chubb Limited	Purchase	SP	$15,001 - $50,000	20023082
169	2020-11-16	SSB	SouthState Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
170	2020-11-16	SBUX	Starbucks Corporation	Purchase	SP	$1,001 - $15,000	20023082
171	2020-09-25	NEE	NextEra Energy, Inc.	Purchase	SP	$15,001 - $50,000	20023082
172	2020-09-25	NEE	NextEra Energy, Inc.	Purchase	Self	$15,001 - $50,000	20017470
173	2020-07-02	CB	2000069530 SP Chubb Limited	Purchase	Self	$15,001 - $50,000	20023082
174	2020-07-02	MRK	Merck & Company, Inc. Common Stock	Purchase	SP	$15,001 - $50,000	20023082
175	2020-07-02	SBUX	2000069532 SP Starbucks Corporation	Sale	Self	$1,001 - $15,000	20023082
176	2020-07-02	CB	Chubb limited	Purchase	Self	$15,001 - $50,000	20017164
177	2020-07-02	MRK	Merck & Company, Inc. Common Stock	Purchase	Self	$15,001 - $50,000	20017164
178	2020-07-02	SBUX	Starbucks Corporation	Sale	SP	$1,001 - $15,000	20017164
179	2020-06-16	DOV	Dover Corporation	Purchase	SP	$15,001 - $50,000	20019561
180	2020-06-15	DOV	Dover Corporation	Purchase	SP	$15,001 - $50,000	20023082
181	2020-06-15	DOV	2000085694 SP Dover Corporation	Purchase	Self	$15,001 - $50,000	20023082
182	2020-05-14	MMM	2000086356 SP 3M Company	Sale	Self	$15,001 - $50,000	20023082
183	2020-05-14	MMM	3M Company	Sale	SP	$1,001 - $15,000	20023082
184	2020-05-14	DOV	Dover Corporation	Sale	SP	$15,001 - $50,000	20023082
185	2020-05-14	DOV	Dover Corporation	Sale	SP	$15,001 - $50,000	20023082
186	2020-05-14	HD	Home Depot, Inc.	Purchase	SP	$1,001 - $15,000	20023082
187	2020-05-14	HD	Home Depot, Inc.	Purchase	SP	$15,001 - $50,000	20023082
188	2020-05-14	MAR	Marriott International - Class A	Purchase	SP	$15,001 - $50,000	20023082
189	2020-05-14	MMM	3M Company	Sale	SP	$1,001 - $15,000	20019653
190	2020-05-14	HD	Home Depot, Inc.	Purchase	SP	$1,001 - $15,000	20019653
191	2020-05-12	ABBV	AbbVie Inc.	Purchase	SP	$15,001 - $50,000	20023082
192	2020-04-17	NEE	NextEra Energy, Inc.	Purchase	SP	$15,001 - $50,000	20023082
193	2020-04-17	PG	Procter & Gamble Company	Purchase	SP	$15,001 - $50,000	20023082
194	2020-04-15	PAYX	Paychex, Inc.	Sale	SP	$15,001 - $50,000	20023082
195	2020-04-15	PSX	Phillips 66	Sale	SP	$15,001 - $50,000	20023082
196	2020-04-15	SSB	SouthState Corporation	Sale (partial)	SP	$100,001 - $250,000	20023082
197	2020-04-15	TFC	2000086358 SP Truist Financial Corporation	Sale	Self	$15,001 - $50,000	20023082
198	2020-04-15	DIS	Walt Disney Company	Sale	SP	$15,001 - $50,000	20023082
199	2020-04-15	TFC	Truist Financial Corporation	Sale	SP	$15,001 - $50,000	20019653
200	2020-03-16	SSB	SouthState Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
201	2020-02-28	GOOGL	2000068093 SP Alphabet Inc. - Class A	Purchase	Self	$15,001 - $50,000	20023082
202	2020-02-28	INTU	Intuit Inc.	Purchase	SP	$15,001 - $50,000	20023082
203	2020-02-28	SBUX	Starbucks Corporation	Purchase	SP	$15,001 - $50,000	20023082
204	2020-02-28	—	Alphabet Inc. - Class A (gOOgl)	Purchase	Self	$1,001 - $15,000	20016985
205	2020-02-21	PSX	Phillips 66	Purchase	SP	$15,001 - $50,000	20023082
206	2020-02-21	RDS.B	2000068091 SP Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares	Sale	Self	$15,001 - $50,000	20023082
207	2020-02-21	SSB	2000068092 SP South State Corporation	Sale (partial)	Self	$50,001 - $100,000	20023082
208	2020-02-21	RDS.B	Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares	Sale	Self	$15,001 - $50,000	20016985
209	2020-02-21	SSB	South State Corporation	Sale	Self	$50,001 - $100,000	20016985
210	2020-02-20	WMT	Walmart Inc.	Purchase	SP	$1,001 - $15,000	20019653
211	2020-02-03	912796WX3	US TREASURY BILL20U S T BILL DUE 07/23/20	Purchase	SP	$15,001 - $50,000	20023082
212	2019-12-27	GOOGL	Alphabet Inc. - Class A	Purchase	SP	$15,001 - $50,000	20023082
213	2019-12-27	SBUX	Starbucks Corporation	Purchase	SP	$1,001 - $15,000	20023082
214	2019-12-27	TSS	Total System Services, Inc.	Sale	Self	$15,001 - $50,000	20019774
215	2019-12-27	UTX	united Technologies Corporation	Sale	Self	$1,001 - $15,000	20019774
216	2019-10-31	CAE	CAE Inc. Ordinary Shares	Sale	SP	$1,001 - $15,000	20023082
217	2019-10-17	ACN	Accenture plc Class A Ordinary Shares	Sale	Self	$15,001 - $50,000	20023082
218	2019-10-17	INTU	Intuit Inc.	Sale	Self	$50,001 - $100,000	20023082
219	2019-10-17	MAR	Marriott International - Class A	Sale	Self	$15,001 - $50,000	20023082
220	2019-10-02	JNJ	Johnson & Johnson	Purchase	Self	$1,001 - $15,000	20023082
221	2019-09-27	ABT	Abbott Laboratories	Purchase	SP	$15,001 - $50,000	20023082
222	2019-09-27	ACN	Accenture plc Class A Ordinary Shares	Purchase	SP	$15,001 - $50,000	20023082
223	2019-09-27	AMGN	Amgen Inc.	Purchase	SP	$15,001 - $50,000	20023082
224	2019-09-27	DIS	Walt Disney Company	Purchase	Self	$15,001 - $50,000	20023082
225	2019-09-24	BLK	BlackRock, Inc.	Purchase	Self	$15,001 - $50,000	20023082
226	2019-09-17	DOV	Dover Corporation	Purchase	Self	$15,001 - $50,000	20023082
227	2019-09-13	ABT	Abbott Laboratories	Purchase	Self	$15,001 - $50,000	20023082
228	2019-09-12	SSB	SouthState Corporation	Sale (partial)	Self	$15,001 - $50,000	20023082
229	2019-09-10	AMZN	Amazon.com, Inc.	Purchase	Self	$15,001 - $50,000	20023082
230	2019-09-10	AWK	American Water Works Company, Inc.	Purchase	Self	$15,001 - $50,000	20023082
231	2019-09-10	COST	Costco Wholesale Corporation	Purchase	Self	$15,001 - $50,000	20023082
232	2019-09-10	KMB	Kimberly-Clark Corporation	Purchase	Self	$15,001 - $50,000	20023082
233	2019-09-10	SHW	Sherwin-Williams Company	Purchase	Self	$50,001 - $100,000	20023082
234	2019-09-10	SSB	SouthState Corporation	Sale (partial)	Self	$15,001 - $50,000	20023082
235	2019-08-30	912796SH3	LIVTR US T BILL DUE 03/26/20	Purchase	Self	$50,001 - $100,000	20023082
236	2019-08-29	AMGN	Amgen Inc.	Purchase	Self	$15,001 - $50,000	20023082
237	2019-08-29	INTU	Intuit Inc.	Purchase	Self	$50,001 - $100,000	20023082
238	2019-08-29	RDS.B	Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares	Purchase	Self	$50,001 - $100,000	20023082
239	2019-08-29	VZ	Verizon Communications Inc.	Purchase	Self	$50,001 - $100,000	20023082
240	2019-08-28	ACN	Accenture plc Class A Ordinary Shares	Purchase	Self	$15,001 - $50,000	20023082
241	2019-08-27	MSFT	Microsoft Corporation	Purchase	Self	$15,001 - $50,000	20023082
242	2019-08-27	PAYX	Paychex, Inc.	Purchase	Self	$15,001 - $50,000	20023082
243	2019-08-22	MMM	3M Company	Purchase	Self	$15,001 - $50,000	20023082
244	2019-08-22	MAR	LIVTR Marriott International - Class A	Purchase	Self	$15,001 - $50,000	20023082
245	2019-08-22	WMT	Walmart Inc.	Purchase	Self	$15,001 - $50,000	20023082
246	2019-06-19	MMM	3M Company	Purchase	SP	$15,001 - $50,000	20023082
247	2019-06-19	BBT	BB&T Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
248	2019-06-07	KMB	Kimberly-Clark Corporation	Purchase	SP	$1,001 - $15,000	20023082
249	2019-05-22	SSB	SouthState Corporation	Sale (partial)	Self	$15,001 - $50,000	20023082
250	2019-05-17	MMM	3M Company	Sale	SP	$1,001 - $15,000	20023082
251	2019-05-15	DOV	Dover Corporation	Purchase	SP	$15,001 - $50,000	20023082
252	2019-04-11	CCL	Carnival Corporation	Sale	SP	$1,001 - $15,000	20023082
253	2019-04-09	CAE	CAE Inc. Ordinary Shares	Purchase	SP	$1,001 - $15,000	20023082
254	2019-04-09	FDX	FedEx Corporation	Sale	SP	$1,001 - $15,000	20023082
255	2019-02-15	912796QV4	US T BILL DUE 08/15/19	Purchase	SP	$15,001 - $50,000	20023082
256	2019-02-07	SSB	SouthState Corporation	Sale (partial)	Self	$15,001 - $50,000	20023082
257	2019-01-25	UTX	United Technologies Corporation	Sale	SP	$1,001 - $15,000	20023082
258	2018-11-20	TEL	TE Connectivity Ltd. New Switzerland Registered Shares	Sale	SP	$1,001 - $15,000	20023082
259	2018-08-21	912796QX0	US T BILL DUE 02/14/19	Purchase	SP	$15,001 - $50,000	20023082
260	2018-06-28	WMT	Walmart Inc.	Purchase	SP	$1,001 - $15,000	20023082
261	2018-06-07	BAYZF	Bayer AG Ordinary Shares	Sale	SP	$1,001 - $15,000	20023082
262	2018-05-23	PAYX	Paychex, Inc.	Purchase	SP	$1,001 - $15,000	20023082
263	2018-05-23	WMT	Walmart Inc.	Sale	SP	$1,001 - $15,000	20023082
264	2018-04-27	BBT	BB&T Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
265	2018-04-11	DOV	Dover Corporation	Sale	SP	$15,001 - $50,000	20023082
266	2018-02-07	CI	The Cigna Group	Sale	SP	$15,001 - $50,000	20023082
267	2018-01-29	CCL	Carnival Corporation	Purchase	SP	$1,001 - $15,000	20023082
268	2018-01-29	PG	Procter & Gamble Company	Sale	SP	$1,001 - $15,000	20023082
269	2018-01-25	WMT	Walmart Inc.	Purchase	SP	$1,001 - $15,000	20023082
270	2017-11-30	MRK	Merck & Company, Inc. Common Stock	Sale	SP	$1,001 - $15,000	20023082
271	2017-11-30	TEL	TE Connectivity Ltd. New Switzerland Registered Shares	Purchase	SP	$1,001 - $15,000	20023082
272	2017-11-30	DIS	Walt Disney Company	Purchase	SP	$1,001 - $15,000	20023082
273	2017-11-02	36966R5P7	GENERAL ELECTRIC 5.55% DUE 02/15/22	Sale	SP	$1,001 - $15,000	20023082
274	2017-05-16	FDX	FedEx Corporation	Purchase	SP	$1,001 - $15,000	20023082
275	2017-05-16	GE	General Electric Company	Sale	SP	$1,001 - $15,000	20023082
276	2017-04-27	COST	Costco Wholesale Corporation	Purchase	SP	$15,001 - $50,000	20023082
277	2017-04-27	XOM	Exxon Mobil Corporation	Sale	SP	$1,001 - $15,000	20023082
278	2017-03-23	BBT	BB&T Corporation	Sale	SP	$1,001 - $15,000	20023082
279	2017-03-23	BBT	BB&T Corporation	Sale (partial)	SP	$15,001 - $50,000	20023082
280	2017-02-13	O	Realty Income Corporation	Sale	SP	$15,001 - $50,000	20023082
281	2017-02-03	—	MONSANTO	Purchase	SP	$1,001 - $15,000	20023082