WAVEMAN · COMPANY

SFD · Smithfield Foods Inc

LIVE

TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

← ALL COMPANIES

SFD

Name: SMITHFIELD FOODS INC (SFD) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

SMITHFIELD FOODS INC

FOOD & BEVERAGE · MEAT PACKING PLANTS · CIK 0000091388

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$4.4M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

188

13F, latest reported quarter

REVENUE GROWTH

+9.8%

XBRL, annual

NET MARGIN

6.4%

CONVERSIONS · 180D

codes C/M, not in net · $3.5M priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$4.4M over 180 days

-$4.4M over 90 days

below 75% of Food & Beverage

CONGRESS

no member of Congress has reported trading it

FUNDS

188 funds added or opened last quarter

more than 59% of Food & Beverage

REVENUE

+9.8% year over year

more than 70% of Food & Beverage

MARGIN

6.4% net margin

more than 70% of Food & Beverage

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$4.4M across 3 people in 180 days.

188 funds added or opened positions in the latest 13F quarter, of 285 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -7.8%

-7.8%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $4.4M sold by insiders over 180 days, 188 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

HSY COCO RMCF CELH LWAY VITL SAM KO WEST FRPT UTZ STZ

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, SMITHFIELD FOODS INC insiders sold a net $4.4M of stock across 24 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

France Steven

President, Packaged Meats

SELL

2026-06-16

82,825.0

$2.2M

Starling Raymond A

Director

SELL

2026-06-12

3,960.0

$106.0K

Hall Mark L.

Chief Financial Officer

SELL

2026-06-09

78,579.0

$2.1M

France Steven

President, Packaged Meats

BUY

2025-09-08

2,500.0

$58.1K

Hall Mark L.

Chief Financial Officer

BUY

2025-09-08

2,000.0

$46.5K

24 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 19 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

TWO SIGMA INVESTMENTS, LP

4,238,865.0 sh

$102.8M

AQR CAPITAL MANAGEMENT LLC

4,112,981.0 sh

$99.8M

FMR LLC

2,906,527.0 sh

$70.5M

GOLDMAN SACHS GROUP INC

2,277,419.0 sh

$55.3M

DIMENSIONAL FUND ADVISORS LP

1,689,196.0 sh

$41.0M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

First Trust Consumer Staples AlphaDEX Fund

$9.4M POSITION · AS OF 2026-04-30

3.8%

Cohen & Steers Natural Resources Active ETF

$2.8M POSITION · AS OF 2026-03-31

3.2%

Invesco Food & Beverage ETF

$2.7M POSITION · AS OF 2026-04-30

2.8%

Total Market Plus Equity Portfolio

$339.3K POSITION · AS OF 2026-04-30

1.4%

DAVENPORT BALANCED INCOME FUND

$2.9M POSITION · AS OF 2026-03-31

1.0%

PGIM Quant Solutions Large-Cap Value Fund

$2.4M POSITION · AS OF 2026-02-27

1.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$19.3M

$15.9M

$12.9M

+19%

-4%

2024

$14.9M

$13.7M

$8.5M

—

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2023-01
REVENUE	$15.5B	$14.1B	$14.6B	$16.2B
GROSS PROFIT	$2.1B	$1.9B	$889.0M	$1.5B
OPERATING INCOME	$1.3B	$1.1B	$-56.0M	$1.1B
NET INCOME	$987.0M	$953.0M	$17.0M	$870.0M
EPS (DILUTED)	2.51	2.51	0.05	2.29
LONG-TERM DEBT	$2.0B	$2.0B	$2.0B	—
DIVIDENDS PAID	$396.0M	$288.0M	$323.0M	$496.0M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE