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Adam Smith

Rep. (D-WA-9)

Disclosed trades
19
Purchases
0
Sales
19
Stocks traded
18
Likely still held
0
Latest trade
Aug 8, 2025
Latest filing
Aug 8, 2025

Stocks traded

18 tickers, with the latest disclosed action
WYWeyerhaeuser CompanySoldAug 8, 2025AAPLApple Inc.SoldAug 8, 2025ABBNYABBNYSoldAug 8, 2025ALKAlaska Air Group, Inc.SoldAug 8, 2025BRKBRK.BSoldAug 8, 2025CCitigroup Inc.SoldAug 8, 2025CVSCVS Health Corp.SoldAug 8, 2025DEDeere & CompanySoldAug 8, 2025DISThe Walt Disney CompanySoldAug 8, 2025GOOGGOOGSoldAug 8, 2025MSFTMicrosoft CorporationSoldAug 8, 2025NEMNewmont CorporationSoldAug 8, 2025PCARPACCAR IncSoldAug 8, 2025PGThe Procter & Gamble CompanySoldAug 8, 2025RSGRepublic Services, Inc.SoldAug 8, 2025TSLATesla, Inc.SoldAug 8, 2025UNPUnion Pacific CorporationSoldAug 8, 2025UPSUnited Parcel Service, Inc.SoldAug 8, 2025

Reported holdings

29 assets listed

As reported in their 2025 annual disclosure, filed Apr 14, 2026.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

IBMInternational Business Machines CorporationSpouse · Fidelity IRA$1,001 - $15,000

Other reported assets (28)

  • Chase Checking AccountJoint$1,001 - $15,000
  • USAA Checking AccountJoint$15,001 - $50,000
  • USAA Performance First Savings AccountJoint$50,001 - $100,000
  • Vanguard 500 Index Fund Adm.Joint$100,001 - $250,000
  • Washington State Retirement Account$15,001 - $50,000
  • Washington State Retirement AccountSpouse$50,001 - $100,000
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ ABB LTD SPONS ADR (ABBNY) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Alaska Air Group, Inc. Common Stock (ALK) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Apple Inc. - Common Stock (AAPL) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Baird Money Market/Bank Deposit [BA] in this account after this transfer.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
Show 16 more
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Citigroup, Inc. Common Stock (C) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ CVS Health Corporation Common Stock (CVS) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Deere & Company Common Stock (DE) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Newmont Corporation (NEM) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ PACCAR Inc. - Common Stock (PCAR) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Procter & Gamble Company (PG) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Republic Services, Inc. Common Stock (RSG) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Union Pacific Corporation Common Stock (UNP) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Vanguard Federal Money Market InvestmentSpouse$100,001 - $250,000
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Walt Disney Company (DIS) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary ⇒ Weyerhaeuser Company Common Stock (WY) [ST] all the stocks contained within this IRA on 8/8/2025. As this is an Inherited Beneficiary IRA, there were no capital gains on this sale.SpouseNone
  • Fidelity IRA ⇒ Calamos Growth ASpouse$1,001 - $15,000
  • Fidelity IRA ⇒ Cash Reserves - Money MarketSpouse$1,001 - $15,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Aug 8, 2025Weyerhaeuser CompanyWYSale Full$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025ABBNYABBNYSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Apple Inc.AAPLSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Tesla, Inc.TSLASale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025United Parcel Service, Inc.UPSSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Weyerhaeuser CompanyWYSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025BRK.BBRKSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Citigroup Inc.CSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025CVS Health Corp.CVSSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Deere & CompanyDESale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Microsoft CorporationMSFTSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Newmont CorporationNEMSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025PACCAR IncPCARSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025The Procter & Gamble CompanyPGSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Republic Services, Inc.RSGSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Union Pacific CorporationUNPSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025The Walt Disney CompanyDISSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025Alaska Air Group, Inc.ALKSale (Full)$1,001 - $15,000Aug 8, 2025same day
Aug 8, 2025GOOGGOOGSale (Full)$1,001 - $15,000Aug 8, 2025same day

Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.