Sara Wardell-Smith
Known title: DirectorCIK: 0002001931
Sara Wardell-Smith's purchase track record
How the stock did after each of Sara Wardell-Smith's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
Purchases measured
3
of 3 since March 15, 2024
Stock higher 6 months later
67%
3 months: 67%
Median 6-month return
+27.9%
3 months: +5.7%
Beat the S&P 500
67%
median +17.9% vs. index
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 8/8/2025 | CFND | $300K | -28.5% | -54.9% | +8.5% |
| 3/4/2025 | AX | $194K | +10.1% | +40.0% | +11.0% |
| 3/15/2024 | AX | $249K | +5.7% | +27.9% | +10.0% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Transaction History
| AX | ▼ Sell | Other | 2,144 | $170K | 11/14/2025 | View on chart |
| AX | ▲ Buy | Option Exercise | 4,289 | $339K | 11/14/2025 | View on chart |
| CFND | ▲ Buy | Open Market | 30,000 | $300K | 8/8/2025 | View on chart |
| AX | ▲ Buy | Open Market | 3,000 | $194K | 3/4/2025 | View on chart |
| AX | ▲ Buy | Option Exercise | 4,500 | $358K | 12/15/2024 | View on chart |
| AX | ▼ Sell | Other | 2,250 | $179K | 12/15/2024 | View on chart |
| AX | ▲ Buy | Open Market | 5,000 | $249K | 3/15/2024 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 8, 2026
Axos Financial Faces Valuation Debate Amid Analyst Support
Recent commentary highlights a divide in how Axos Financial is viewed, with some analysts citing limited margin of safety despite strong bank fundamentals. Meanwhile, Needham reiterated its positive stance with a $128 price target. The stock currently trades near its 52-week low, reflecting broader market caution around high-beta financial names.
Axos Financial Faces Valuation Debate Amid Analyst Support. Recent commentary highlights a divide in how Axos Financial is viewed, with some analysts citing limited margin of safety despite strong bank fundamentals. Meanwhile, Needham reiterated its positive stance with a $128 price target. The stock currently trades near its 52-week low, reflecting broader market caution around high-beta financial names.