Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY | PT PTLA
|
$1K–$15K | 2019-01-02 | 2019-01-10 | PDF → |
| BUY | G G
|
$1K–$15K | 2018-12-21 | 2019-01-10 | PDF → |
| SELL | MN MNST
|
$1K–$15K | 2018-12-20 | 2019-01-10 | PDF → |
| BUY | KO KO
|
$1K–$15K | 2018-12-20 | 2019-01-10 | PDF → |
| BUY | CP CPRT
|
$1K–$15K | 2018-12-19 | 2019-01-10 | PDF → |
| BUY | CO COST
|
$1K–$15K | 2018-12-19 | 2019-01-10 | PDF → |
| BUY | EL EL
|
$1K–$15K | 2018-12-19 | 2019-01-10 | PDF → |
| SELL | ME META
|
$1K–$15K | 2018-12-19 | 2019-01-10 | PDF → |
| BUY | SA SABR
|
$1K–$15K | 2018-11-27 | 2018-12-13 | PDF → |
| SELL | VR VRSK
|
$1K–$15K | 2018-11-27 | 2018-12-13 | PDF → |
| SELL | VR VRSK
|
$1K–$15K | 2018-11-20 | 2018-12-13 | PDF → |
| BUY | IN INGN
|
$1K–$15K | 2018-11-20 | 2018-12-13 | PDF → |
| SELL | PG PGR
|
$1K–$15K | 2018-11-20 | 2018-12-13 | PDF → |
| BUY | BW BWXT
|
$1K–$15K | 2018-11-14 | 2018-12-13 | PDF → |
| SELL | IC ICE
|
$1K–$15K | 2018-11-14 | 2018-12-13 | PDF → |
| SELL | MS MSFT
|
$1K–$15K | 2018-11-14 | 2018-12-13 | PDF → |
| SELL | ME META
|
$1K–$15K | 2018-11-13 | 2018-12-13 | PDF → |
| BUY | AT ATVI
|
$1K–$15K | 2018-11-06 | 2018-12-13 | PDF → |
| SELL | UL ULTI
|
$1K–$15K | 2018-11-01 | 2018-12-13 | PDF → |
| BUY | LX LXFR
|
$1K–$15K | 2018-11-01 | 2018-12-13 | PDF → |
| BUY | AN ANET
|
$1K–$15K | 2018-11-01 | 2018-12-13 | PDF → |
| SELL | WA WAB
|
$1K–$15K | 2018-10-31 | 2018-12-13 | PDF → |
| BUY | BA BAH
|
$1K–$15K | 2018-10-31 | 2018-12-13 | PDF → |
| SELL | ZT ZTS
|
$1K–$15K | 2018-10-31 | 2018-12-13 | PDF → |
| EXCHANGE | PX PX
|
$1K–$15K | 2018-10-31 | 2018-11-08 | PDF → |
| EXCHANGE | LI LIN
|
$1K–$15K | 2018-10-31 | 2018-11-08 | PDF → |
| BUY | CP CPRT
|
$1K–$15K | 2018-10-24 | 2018-11-08 | PDF → |
| BUY | AM AMZN
|
$1K–$15K | 2018-10-17 | 2018-11-08 | PDF → |
| BUY | CP CPRT
|
$1K–$15K | 2018-10-11 | 2018-11-08 | PDF → |
| SELL | UL ULTA
|
$1K–$15K | 2018-10-11 | 2018-11-08 | PDF → |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Smith still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
MS MSFT |
$240K | 15.7% | +1025.4% | Dec 2015 | Nov 2018 | |
GO GOOGL |
$93K | 6.1% | +499.0% | Sep 2016 | Aug 2018 | |
BW BWXT |
$75K | 4.9% | +221.9% | Sep 2016 | Nov 2018 | |
DH DHR |
$73K | 4.8% | +429.6% | Sep 2015 | Apr 2018 | |
WS WST |
$53K | 3.4% | +352.3% | Nov 2017 | Apr 2018 | |
RT RTX |
$53K | 3.4% | +231.4% | Jan 2017 | Jul 2018 | |
AN ANET |
$53K | 3.4% | +1255.4% | Dec 2018 | Nov 2018 | |
IC ICE |
$46K | 3.0% | +248.1% | Apr 2015 | Nov 2018 | |
KR KR |
$44K | 2.9% | +158.9% | Feb 2016 | Jun 2017 | |
AM AMZN |
$44K | 2.9% | +420.3% | May 2014 | Oct 2018 | |
UN UNH |
$44K | 2.9% | +182.5% | Apr 2017 | Apr 2017 | |
CP CPRT |
$36K | 2.3% | +131.4% | Mar 2018 | Dec 2018 | |
SB SBUX |
$35K | 2.3% | +121.1% | Jul 2016 | Jan 2018 | |
PS PSTG |
$35K | 2.3% | +197.5% | Feb 2018 | Jul 2018 | |
MN MNST |
$33K | 2.2% | +252.1% | Mar 2017 | Dec 2018 | |
BA BAH |
$32K | 2.1% | +173.8% | Jul 2016 | Oct 2018 | |
CC CCJ |
$28K | 1.8% | +621.5% | Nov 2018 | Oct 2018 | |
TW TW |
$27K | 1.8% | +246.2% | Apr 2019 | Aug 2015 | |
UL ULTA |
$27K | 1.7% | +193.7% | Feb 2018 | Oct 2018 | |
MX MXL |
$26K | 1.7% | +240.3% | Feb 2017 | Aug 2018 | |
VE VEEV |
$24K | 1.6% | +522.6% | Apr 2017 | Mar 2017 | |
A A |
$22K | 1.5% | +187.2% | May 2018 | May 2018 | |
CO COST |
$20K | 1.3% | +417.9% | Apr 2016 | Dec 2018 | |
BW BWA |
$19K | 1.3% | +43.1% | Jan 2014 | Jun 2016 | |
KO KO |
$19K | 1.3% | +148.2% | Aug 2018 | Dec 2018 | |
AM AME |
$18K | 1.2% | +387.7% | Nov 2014 | Feb 2016 | |
SH SHOO |
$18K | 1.2% | +101.7% | Dec 2015 | Oct 2018 | |
EX EXAS |
$17K | 1.1% | +340.2% | Nov 2014 | Oct 2014 | |
LA LAUR |
$17K | 1.1% | +338.3% | Jul 2017 | Jun 2017 | |
LY LYV |
$16K | 1.0% | +301.9% | Dec 2017 | Nov 2017 | |
SY SYK |
$15K | 1.0% | +98.4% | May 2018 | Apr 2018 | |
MI MIDD |
$14K | 0.9% | +21.1% | Nov 2017 | Sep 2018 | |
LO LOPE |
$14K | 0.9% | +80.6% | Mar 2017 | Sep 2018 | |
LG LGND |
$14K | 0.9% | +249.6% | Jan 2018 | Dec 2017 | |
DG DG |
$13K | 0.9% | +82.6% | Mar 2015 | Mar 2017 | |
PG PGR |
$13K | 0.8% | +463.8% | May 2017 | Nov 2018 | |
EW EWBC |
$12K | 0.8% | +177.5% | Jun 2017 | Jun 2018 | |
BU BURL |
$11K | 0.7% | +46.4% | Oct 2018 | Oct 2018 | |
EC ECPG |
$10K | 0.7% | +161.6% | Jul 2018 | Jun 2018 | |
AK AKAM |
$10K | 0.7% | +24.7% | Feb 2014 | Aug 2018 | |
ZT ZTS |
$10K | 0.6% | +62.9% | Mar 2016 | Oct 2018 | |
WT WTW |
$9K | 0.6% | +123.3% | Nov 2018 | Oct 2018 | |
RO ROG |
$8K | 0.5% | +3.9% | Mar 2018 | Feb 2018 | |
AM AMG |
$8K | 0.5% | +144.9% | Sep 2015 | Feb 2018 | |
DL DLB |
$8K | 0.5% | +0.6% | Sep 2018 | Sep 2018 | |
FA FAST |
$8K | 0.5% | +487.6% | Jan 2014 | Mar 2018 | |
EL EL |
$7K | 0.5% | -3.3% | Dec 2017 | Dec 2018 | |
HG HGV |
$7K | 0.5% | -5.0% | Jun 2018 | Jun 2018 | |
IP IPGP |
$6K | 0.4% | +11.3% | Feb 2014 | Apr 2015 | |
G G |
$6K | 0.4% | +52.2% | Jan 2019 | Dec 2018 | |
SW SWI |
$5K | 0.3% | +36.7% | Oct 2018 | Jan 2014 | |
HC HCSG |
$5K | 0.3% | -32.9% | Apr 2018 | Mar 2018 | |
VC VCLT |
$5K | 0.3% | +32.6% | Jul 2014 | May 2013 | |
VR VRSK |
$5K | 0.3% | +136.5% | Oct 2014 | Nov 2018 | |
FF FFIV |
$5K | 0.3% | +229.5% | Feb 2014 | Jun 2014 | |
TF TFX |
$4K | 0.3% | -42.7% | Jan 2018 | Aug 2018 | |
LX LXFR |
$4K | 0.3% | -0.2% | Dec 2018 | Nov 2018 | |
DP DPZ |
$3K | 0.2% | +94.1% | Nov 2017 | Jul 2018 | |
CS CSGP |
$3K | 0.2% | -4.0% | May 2014 | Jun 2018 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2019-01-10 2849d ago | 8 | PDF → |
| 2 | PTR | 2018-12-13 2877d ago | 16 | PDF → |
| 3 | PTR | 2018-11-08 2912d ago | 17 | PDF → |
| 4 | PTR | 2018-10-09 2942d ago | 9 | PDF → |
| 5 | PTR | 2018-09-07 2974d ago | 8 | PDF → |
| 6 | Annual | 2018-08-13 2999d ago | — | PDF → |
| 7 | PTR | 2018-08-08 3004d ago | 13 | PDF → |
| 8 | PTR | 2018-07-10 3033d ago | 11 | PDF → |
| 9 | PTR | 2018-06-11 3062d ago | 9 | PDF → |
| 10 | PTR | 2018-05-08 3096d ago | 14 | PDF → |
| 11 | PTR | 2018-04-11 3123d ago | 12 | PDF → |
| 12 | PTR | 2018-03-07 3158d ago | 12 | PDF → |
| 13 | PTR | 2018-02-14 3179d ago | 14 | PDF → |
| 14 | PTR | 2018-01-09 3215d ago | 8 | PDF → |
| 15 | PTR | 2017-12-11 3244d ago | 5 | PDF → |
| 16 | PTR | 2017-11-20 3265d ago | 12 | PDF → |
| 17 | PTR | 2017-10-12 3304d ago | 4 | PDF → |
| 18 | PTR | 2017-09-18 3328d ago | 3 | PDF → |
| 19 | PTR | 2017-08-24 3353d ago | 2 | PDF → |
| 20 | PTR | 2017-07-12 3396d ago | 19 | PDF → |
| 21 | Annual | 2017-06-14 3424d ago | — | PDF → |
| 22 | PTR | 2017-06-09 3429d ago | 8 | PDF → |
| 23 | PTR | 2017-05-07 3462d ago | 10 | PDF → |
| 24 | PTR | 2017-04-10 3489d ago | 26 | PDF → |
| 25 | PTR | 2017-03-10 3520d ago | 7 | PDF → |
| 26 | PTR | 2017-02-09 3549d ago | 8 | PDF → |
| 27 | PTR | 2017-01-13 3576d ago | 10 | PDF → |
| 28 | PTR | 2016-12-12 3608d ago | 3 | PDF → |
| 29 | PTR | 2016-11-14 3636d ago | 7 | PDF → |
| 30 | PTR | 2016-10-11 3670d ago | 3 | PDF → |
| 31 | PTR | 2016-09-12 3699d ago | 7 | PDF → |
| 32 | Annual | 2016-08-12 3730d ago | — | PDF → |
| 33 | PTR | 2016-08-11 3731d ago | 10 | PDF → |
| 34 | PTR | 2016-07-08 3765d ago | 11 | PDF → |
| 35 | PTR | 2016-06-10 3793d ago | 2 | PDF → |
| 36 | PTR | 2016-05-13 3821d ago | 5 | PDF → |
| 37 | PTR | 2016-05-10 3824d ago | 1 | PDF → |
| 38 | PTR | 2016-05-05 3829d ago | 1 | PDF → |
| 39 | PTR | 2016-04-12 3852d ago | 9 | PDF → |
| 40 | PTR | 2016-03-15 3880d ago | 20 | PDF → |
| 41 | PTR | 2016-02-09 3915d ago | 14 | PDF → |
| 42 | PTR | 2016-01-12 3943d ago | 4 | PDF → |
| 43 | PTR | 2015-12-09 3977d ago | 7 | PDF → |
| 44 | PTR | 2015-11-12 4004d ago | 11 | PDF → |
| 45 | PTR | 2015-10-12 4035d ago | 9 | PDF → |
| 46 | PTR | 2015-09-16 4061d ago | 17 | PDF → |
| 47 | PTR | 2015-08-11 4097d ago | 6 | PDF → |
| 48 | PTR | 2015-07-13 4126d ago | 9 | PDF → |
| 49 | Annual | 2015-06-12 4157d ago | — | PDF → |
| 50 | PTR | 2015-06-11 4158d ago | 10 | PDF → |
| 51 | PTR | 2015-05-08 4192d ago | 13 | PDF → |
| 52 | PTR | 2015-04-13 4217d ago | 19 | PDF → |
| 53 | PTR | 2015-03-16 4245d ago | 8 | PDF → |
| 54 | PTR | 2015-02-13 4276d ago | 7 | PDF → |
| 55 | PTR | 2015-01-19 4301d ago | 14 | PDF → |
| 56 | PTR | 2014-12-08 4343d ago | 12 | PDF → |
| 57 | PTR | 2014-11-12 4369d ago | 10 | PDF → |
| 58 | PTR | 2014-10-13 4399d ago | 9 | PDF → |
| 59 | PTR | 2014-09-10 4432d ago | 14 | PDF → |
| 60 | Annual | 2014-08-11 4462d ago | — | PDF → |
| 61 | PTR | 2014-08-09 4464d ago | 9 | PDF → |
| 62 | PTR | 2014-07-30 4474d ago | 12 | PDF → |
| 63 | PTR | 2014-07-10 4494d ago | 11 | PDF → |
| 64 | PTR | 2014-06-09 4525d ago | 5 | PDF → |
| 65 | PTR | 2014-05-06 4559d ago | 15 | PDF → |
| 66 | PTR | 2014-04-07 4588d ago | 10 | PDF → |
| 67 | PTR | 2014-03-12 4614d ago | 16 | PDF → |
| 68 | PTR | 2014-02-06 4648d ago | 15 | PDF → |
| 69 | PTR | 2014-01-16 4669d ago | 14 | PDF → |
| 70 | Annual | 2013-08-14 4824d ago | — | PDF → |
| 71 | Annual | 2012-05-15 5280d ago | — | PDF → |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
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