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 | MRSH - Marsh & McLennan Companies, Inc. Comm (spouse) | $50K–$100K | 2026-01-27 | 2026-01-30 | PDF → |
| SELL | BR BRK.B
(spouse)
|
$100K–$250K | 2026-01-27 | 2026-01-30 | PDF → |
| SELL | HB HBAN
(spouse)
|
$100K–$250K | 2025-11-21 | 2025-11-26 | PDF → |
| SELL | PE PEP
(spouse)
|
$100K–$250K | 2025-02-11 | 2025-03-19 | PDF → |
| SELL | GI GIS
(spouse)
|
$100K–$250K | 2025-02-11 | 2025-03-19 | PDF → |
| BUY | TC TCMD
(spouse)
|
$50K–$100K | 2024-11-12 | 2024-11-21 | PDF → |
| SELL | NE NEE
(spouse)
|
$100K–$250K | 2024-04-04 | 2024-04-19 | PDF → |
| SELL | PO PODD
(spouse)
|
$50K–$100K | 2024-04-04 | 2024-04-19 | PDF → |
| BUY | AO AORT
(spouse)
|
$50K–$100K | 2023-11-16 | 2023-11-20 | PDF → |
| BUY | AO AORT
(spouse)
|
$50K–$100K | 2023-11-10 | 2023-11-20 | PDF → |
| BUY | TC TCMD
(spouse)
|
$100K–$250K | 2023-11-08 | 2023-11-20 | PDF → |
| SELL | CS CSII
(spouse)
|
$50K–$100K | 2023-04-05 | 2023-04-19 | PDF → |
| SELL | MD MDT
(spouse)
|
$100K–$250K | 2023-04-05 | 2023-04-19 | PDF → |
| SELL | CS CSII
(spouse)
|
$50K–$100K | 2023-04-05 | 2023-04-19 | PDF → |
| BUY | AO AORT
(spouse)
|
$50K–$100K | 2022-09-23 | 2022-10-17 | PDF → |
| EXCHANGE | TCF Financial Corporation - Common Stock (Ex (spouse) | $100K–$250K | 2021-06-09 | 2022-05-16 | PDF → |
| EXCHANGE | TCF Financial Corporation - Common Stock (Ex (spouse) | $100K–$250K | 2021-06-09 | 2022-05-16 LATE | PDF → |
| BUY | Northern Lakes Capital IV, LP other (spouse) | $15K–$50K | 2022-04-04 | 2022-04-20 | PDF → |
| BUY | Surgical Information Sciences stock (private) (spouse) | $1K–$15K | 2021-04-11 | 2021-05-10 | PDF → |
| BUY | Surgical Information Sciences other (spouse) | $15K–$50K | 2020-05-01 | 2020-05-31 | PDF → |
| SELL | PO PODD
(spouse)
|
$250K–$500K | 2020-03-17 | 2020-04-16 | PDF → |
| SELL | DX DXCM
(spouse)
|
$250K–$500K | 2020-03-17 | 2020-04-16 | PDF → |
| BUY | Surgical Information Sciences stock (private) (spouse) | $15K–$50K | 2019-10-16 | 2019-10-25 | PDF → |
| SELL | Pine Grove Offshore Fund Exempted Company Cl other (spouse) | $500K–$1M | 2018-10-26 | 2019-10-24 LATE | 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.
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-05-10 172d ago | 4 | PDF → |
| 2 | PTR | 2026-04-02 210d ago | 2 | PDF → |
| 3 | PTR | 2026-01-30 272d ago | 2 | PDF → |
| 4 | PTR | 2025-11-26 337d ago | 1 | PDF → |
| 5 | PTR | 2025-03-19 589d ago | 2 | PDF → |
| 6 | PTR | 2024-11-21 707d ago | 1 | PDF → |
| 7 | PTR | 2024-04-19 923d ago | 2 | PDF → |
| 8 | PTR | 2023-11-20 1074d ago | 3 | PDF → |
| 9 | PTR | 2023-04-19 1289d ago | 3 | PDF → |
| 10 | PTR | 2022-10-17 1473d ago | 1 | PDF → |
| 11 | Annual | 2022-05-16 1627d ago | 1 | PDF → |
| 12 | PTR | 2022-05-16 1627d ago | 1 | PDF → |
| 13 | PTR | 2022-04-20 1653d ago | 1 | PDF → |
| 14 | PTR | 2021-05-10 1998d ago | 1 | PDF → |
| 15 | PTR | 2020-05-31 2342d ago | 1 | PDF → |
| 16 | PTR | 2020-04-16 2387d ago | 2 | PDF → |
| 17 | PTR | 2019-10-25 2561d ago | 1 | PDF → |
| 18 | Annual | 2019-10-24 2562d ago LATE | 1 | PDF → |
| 19 | PTR | 2019-10-23 2563d ago | 1 | PDF → |
| 20 | PTR | 2019-04-24 2745d ago | 1 | PDF → |
| 21 | PTR | 2018-11-14 2906d ago | 2 | PDF → |
| 22 | PTR | 2018-09-19 2962d ago | 4 | PDF → |
| 23 | PTR | 2018-08-21 2991d ago | 1 | PDF → |
| 24 | PTR | 2018-06-11 3062d ago | 3 | PDF → |
| 25 | PTR | 2018-04-20 3114d ago | 3 | PDF → |
| 26 | PTR | 2018-04-09 3125d ago | 1 | PDF → |
| 27 | PTR | 2018-03-06 3159d ago | 1 | PDF → |
| 28 | PTR | 2018-01-29 3195d ago | 2 | PDF → |
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.
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