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 | ||
|---|---|---|---|---|---|
| SELL | DX DXCM
(spouse)
|
$100K–$250K | 2026-05-07 | 2026-05-10 | PDF → |
| SELL | PO PODD
(spouse)
|
$100K–$250K | 2026-05-07 | 2026-05-10 | PDF → |
| SELL | DX DXCM
(spouse)
|
$100K–$250K | 2026-04-29 | 2026-05-10 | PDF → |
| SELL | PO PODD
(spouse)
|
$100K–$250K | 2026-04-29 | 2026-05-10 | PDF → |
| SELL | BR BRK.B
(spouse)
|
$100K–$250K | 2026-03-31 | 2026-04-02 | PDF → |
| SELL | MM MMM
(spouse)
|
$50K–$100K | 2026-03-31 | 2026-04-02 | PDF → |
| SELL | 🔒Register for free to view | $50K–$100K | 2026-01-27 | 2026-01-30 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2026-01-27 | 2026-01-30 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2025-11-21 | 2025-11-26 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2025-02-11 | 2025-03-19 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2025-02-11 | 2025-03-19 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2024-11-12 | 2024-11-21 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2024-04-04 | 2024-04-19 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2024-04-04 | 2024-04-19 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2023-11-16 | 2023-11-20 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2023-11-10 | 2023-11-20 | 🔒 |
| BUY | 🔒Register for free to view | $100K–$250K | 2023-11-08 | 2023-11-20 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2023-04-05 | 2023-04-19 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2023-04-05 | 2023-04-19 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2023-04-05 | 2023-04-19 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2022-09-23 | 2022-10-17 | 🔒 |
| EXCHANGE | 🔒Register for free to view | $100K–$250K | 2021-06-09 | 2022-05-16 | 🔒 |
| EXCHANGE | 🔒Register for free to view | $100K–$250K | 2021-06-09 | 2022-05-16 LATE | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2022-04-04 | 2022-04-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-04-11 | 2021-05-10 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2020-05-01 | 2020-05-31 | 🔒 |
| SELL | 🔒Register for free to view | $250K–$500K | 2020-03-17 | 2020-04-16 | 🔒 |
| SELL | 🔒Register for free to view | $250K–$500K | 2020-03-17 | 2020-04-16 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2019-10-16 | 2019-10-25 | 🔒 |
| SELL | 🔒Register for free to view | $500K–$1M | 2018-10-26 | 2019-10-24 LATE | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 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 | |
|---|---|---|---|---|---|---|
AO AORT |
$389K | 51.3% | +83.4% | Oct 2022 | Nov 2023 | |
| 🔒Register for free to view | $369K | 48.7% | +61.1% | Nov 2023 | Nov 2024 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-05-10 127d ago | 4 | PDF → |
| 2 | PTR | 2026-04-02 165d ago | 2 | PDF → |
| 3 | PTR | 2026-01-30 227d ago | 2 | PDF → |
| 4 | PTR | 2025-11-26 292d ago | 1 | PDF → |
| 5 | PTR | 2025-03-19 544d ago | 2 | PDF → |
| 6 | PTR | 2024-11-21 662d ago | 1 | PDF → |
| 7 | PTR | 2024-04-19 878d ago | 2 | 🔒Register for free to view |
| 8 | PTR | 2023-11-20 1029d ago | 3 | 🔒Register for free to view |
| 9 | PTR | 2023-04-19 1244d ago | 3 | 🔒Register for free to view |
| 10 | PTR | 2022-10-17 1428d ago | 1 | 🔒Register for free to view |
| 11 | Annual | 2022-05-16 1582d ago | 1 | 🔒Register for free to view |
| 12 | PTR | 2022-05-16 1582d ago | 1 | 🔒Register for free to view |
| 13 | PTR | 2022-04-20 1608d ago | 1 | 🔒Register for free to view |
| 14 | PTR | 2021-05-10 1953d ago | 1 | 🔒Register for free to view |
| 15 | PTR | 2020-05-31 2297d ago | 1 | 🔒Register for free to view |
| 16 | PTR | 2020-04-16 2342d ago | 2 | 🔒Register for free to view |
| 17 | PTR | 2019-10-25 2516d ago | 1 | 🔒Register for free to view |
| 18 | Annual | 2019-10-24 2517d ago LATE | 1 | 🔒Register for free to view |
| 19 | PTR | 2019-10-23 2518d ago | 1 | 🔒Register for free to view |
| 20 | PTR | 2019-04-24 2700d ago | 1 | 🔒Register for free to view |
| 21 | PTR | 2018-11-14 2861d ago | 2 | 🔒Register for free to view |
| 22 | PTR | 2018-09-19 2917d ago | 4 | 🔒Register for free to view |
| 23 | PTR | 2018-08-21 2946d ago | 1 | 🔒Register for free to view |
| 24 | PTR | 2018-06-11 3017d ago | 3 | 🔒Register for free to view |
| 25 | PTR | 2018-04-20 3069d ago | 3 | 🔒Register for free to view |
| 26 | PTR | 2018-04-09 3080d ago | 1 | 🔒Register for free to view |
| 27 | PTR | 2018-03-06 3114d ago | 1 | 🔒Register for free to view |
| 28 | PTR | 2018-01-29 3150d ago | 2 | 🔒Register for free to view |
Source: the Secretary of the Senate, 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.