Adrian Smith

U.S. House·NE·last disclosed 2024-03-01

Disclosed book · year-end value

$1.81M

midpoint est. · $1.11M–$2.52M — not market value

20 holdings · $8.00K equity · $1.80M non-equity

Our verdict on their book · $-weighted, equity only

Not covered100.0%

Disclosed trades

Buys · Sells

6 · 0

Median reporting lag

111d

avg 167d to disclose

Last disclosed

2024-03-01

Trade cadence · buys above, sells below · last 12 mo

Jan ’22

Jun

Sep

Feb

Jul

Jan ’24

What Adrian Smith owns now

Year-end holdings from their latest annual disclosure · 20 holdings · as of 2024

Real Estate Rentalnon-equity

$500K–$1.00M41%

an undivided interest in land and improvements My Other Garage (storage business)non-equity

$250K–$500K21%

200 Prin LifeTime Hybrid 2040 CiTnon-equity

$100K–$250K10%

spouse 401k plan Real Estate Rentalnon-equity

$100K–$250K10%

Dividends None CarterBaldwinnon-equity

$50.0K–$100K4%

Laramie, WYnon-equity

$50.0K–$100K4%

Partner stock distribution First National Bank of Omaha (Gering, NE) (Checking)non-equity

$15.0K–$50.0K2%

child college savings Platte Valley Bank Savings Accountnon-equity

$15.0K–$50.0K2%

Show all 20 holdings

Tax-Deferred State Farm Roth IRA - BlackRock S&P 500 Indexnon-equity

$15.0K–$50.0K2%

Bank of America Checking Accountnon-equity

$1.00K–$15.0K0%

BCBC

$1.00K–$15.0K0%

No call

4 separate accounts Meridian Trust Credit Union (Savings and Checking)non-equity

$1.00K–$15.0K0%

Owner of storage units. Income in the form of rent. Nebraska Teacher Retirementnon-equity

$1.00K–$15.0K0%

Gering, NE, US State Farm Roth IRA - BlackRock International Indexnon-equity

$1.00K–$15.0K0%

Tax-Deferred State Farm Roth IRA - BlackRock Small Cap Indexnon-equity

$1.00K–$15.0K0%

Tax-Deferred State Farm Roth IRA - BlackRock Total Returnnon-equity

$1.00K–$15.0K0%

Tax-Deferred State Farm TSA - Bloomington ILnon-equity

$1.00K–$15.0K0%

Tax-Deferred State Farm Universal Life Insurancenon-equity

$1.00K–$15.0K0%

Bank Accountnon-equity

$1.00K–$15.0K0%

Riverstone Bank Checking Accountnon-equity

$1.00K–$15.0K0%

Reported asset value, disclosed ranges · how we built this

What Adrian Smith did

6 disclosed trades

2024-03-01—SP CarterBaldwinBuy

$1.00K–$15.0K

31d lagtraded 2024-01-30PTR ↗

2023-07-26—SP CarterBaldwinBuy

$15.0K–$50.0K

9d lagtraded 2023-07-17PTR ↗

2023-05-23—SP CarterBaldwinBuy

$1.00K–$15.0K

filed 489d latetraded 2022-01-19PTR ↗

2023-05-23—Partner stock SP CarterBaldwinBuy

$1.00K–$15.0K

filed 339d latetraded 2022-06-18PTR ↗

2023-05-23—Partner stock SP CarterBaldwinBuy

$1.00K–$15.0K

filed 111d latetraded 2023-02-01PTR ↗

2022-10-11—InterestBuy

$1.00M–$5.00M

22d lagtraded 2022-09-19PTR ↗

How we built this

Holdings come from Adrian Smith's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).

What Adrian Smith owns now

Year-end holdings from their latest annual disclosure · 20 holdings · as of 2024

Real Estate Rentalnon-equity

$500K–$1.00M41%

an undivided interest in land and improvements My Other Garage (storage business)non-equity

$250K–$500K21%

200 Prin LifeTime Hybrid 2040 CiTnon-equity

$100K–$250K10%

spouse 401k plan Real Estate Rentalnon-equity

$100K–$250K10%

Dividends None CarterBaldwinnon-equity

$50.0K–$100K4%

Laramie, WYnon-equity

$50.0K–$100K4%

Partner stock distribution First National Bank of Omaha (Gering, NE) (Checking)non-equity

$15.0K–$50.0K2%

child college savings Platte Valley Bank Savings Accountnon-equity

$15.0K–$50.0K2%

Show all 20 holdings

Tax-Deferred State Farm Roth IRA - BlackRock S&P 500 Indexnon-equity

$15.0K–$50.0K2%

Bank of America Checking Accountnon-equity

$1.00K–$15.0K0%

BCBC

$1.00K–$15.0K0%

No call

4 separate accounts Meridian Trust Credit Union (Savings and Checking)non-equity

$1.00K–$15.0K0%

Owner of storage units. Income in the form of rent. Nebraska Teacher Retirementnon-equity

$1.00K–$15.0K0%

Gering, NE, US State Farm Roth IRA - BlackRock International Indexnon-equity

$1.00K–$15.0K0%

Tax-Deferred State Farm Roth IRA - BlackRock Small Cap Indexnon-equity

$1.00K–$15.0K0%

Tax-Deferred State Farm Roth IRA - BlackRock Total Returnnon-equity

$1.00K–$15.0K0%

Tax-Deferred State Farm TSA - Bloomington ILnon-equity

$1.00K–$15.0K0%

Tax-Deferred State Farm Universal Life Insurancenon-equity

$1.00K–$15.0K0%

Bank Accountnon-equity

$1.00K–$15.0K0%

Riverstone Bank Checking Accountnon-equity

$1.00K–$15.0K0%

Reported asset value, disclosed ranges · how we built this