Michael K. Simpson

U.S. House·ID·last disclosed 2023-05-12

Disclosed book · year-end value

$1.22M

midpoint est. · $795K–$1.65M — not market value

4 holdings · $783K equity · $440K non-equity

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

Buy100.0%

100% of Michael K. Simpson's disclosed equity book sits in stocks we independently rate Buy — biggest equity position SF. Their most recent disclosure: bought AAL, filed 785d after the trade.

Disclosed trades

Buys · Sells

30 · 42

Median reporting lag

36d

avg 273d to disclose

Last disclosed

2023-05-12

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

Mar

Feb

Aug

Nov

Mar

Jun

Aug

Jan ’21

Mar

May

Aug

Mar

What Michael K. Simpson owns now

Year-end holdings from their latest annual disclosure · 4 holdings · as of 2024

$515K–$1.05M64%

FV $85.00 · Jun '26Buy

American Estate & Trustnon-equity

$250K–$500K31%

D.A.Davidson/Stifelnon-equity

$15.0K–$50.0K3%

First Trust Value Line 100 Fund (FVL)non-equity

$15.0K–$50.0K3%

Reported asset value, disclosed ranges · how we built this

What Michael K. Simpson did

72 disclosed trades

2023-05-12AALSellAmerican Airlines Group, Inc.▲ Buy

$1.00K–$15.0K

785d latetraded 2021-03-18PTR ↗

2023-05-12GOLDD.A. Davidson/Stifel Barrick Gold Corporation Common Stock▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12BHPEuro Pacific Capital IRA BHP Group Limited American Depositary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12—Euro Pacific Capital IRA Cia Energetica De Minas Gerais Cemig Pref Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12EQNREuro Pacific Capital IRA Equinor ASA▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12ERICicsson - American Depositary Shares each representing 1 underlying Class B share▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12FDNFirst Trust DJ Internet Index Fund▼ Sell

$15.0K–$50.0K

732d latetraded 2021-05-10PTR ↗

2023-05-12QQXTD.A. Davidson/Stifel First Trust NASDAQ-100 Ex- Technology Sector Index Fund▼ Sell

$15.0K–$50.0K

858d latetraded 2021-01-04PTR ↗

2023-05-12—This fund terminated on 3/13/2021 J G C Corp▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12MJDLFEuro Pacific Capital IRA Major Drilling Grp Intl Ordinary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12MLYNFEuro Pacific Capital IRA Malayan Banking Ord Singapore Ordinary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12—Euro Pacific Capital IRA Newcrest Mining Ltd Ord Ordinary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12NEMHoldEuro Pacific Capital IRA Newmont Corporation▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12OGFGFEuro Pacific Capital IRA Origin Energy Ltd Ordinary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12PDSEuro Pacific Capital IRA Precision Drilling Corporation▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12TROWHoldT. Rowe Price Group, Inc.▲ Buy

$15.0K–$50.0K

282d latetraded 2022-08-03PTR ↗

2023-05-12—- TRBCX BLUE CHIP GROWTH FUND Telefonica Brasil S.A. American Depositary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12TSCDFEuro Pacific Capital IRA Tesco Plc Ord Ordinary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12TKCEuro Pacific Capital IRA Turkcell Iletisim Hizmetleri AS▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12USBBuyEuro Pacific Capital IRA U.S. Bancorp▲ Buy

$15.0K–$50.0K

59d latetraded 2023-03-14PTR ↗

2023-05-12WOLWFMoney Market Fund - US Bancorp Woolworths Ltd Ord Ordinary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2023-05-12—Euro Pacific Capital IRA Yamana Gold Inc. Ordinary Shares▼ Sell

$1.00K–$15.0K

849d latetraded 2021-01-13PTR ↗

2021-05-19FDNFirst Trust DJ Internet Index Fund▼ Sell

$15.0K–$50.0K

9d lagtraded 2021-05-10PTR ↗

2021-02-01EQNREuro Pacific Capital IRA Equinor ASA▼ Sell

$1.00K–$15.0K

21d lagtraded 2021-01-11PTR ↗

2021-02-01ERICicsson - American depositary Shares each representing 1 underlying Class b share▼ Sell

$1.00K–$15.0K

21d lagtraded 2021-01-11PTR ↗

2021-02-01NEMHoldEuro Pacific Capital IRA Newmont Corporation▼ Sell

$1.00K–$15.0K

21d lagtraded 2021-01-11PTR ↗

2021-02-01VIVEuro Pacific Capital IRA Telefonica brasil S.A. American depositary Shares▼ Sell

$1.00K–$15.0K

21d lagtraded 2021-01-11PTR ↗

2021-02-01TKCEuro Pacific Capital IRA Turkcell Iletisim Hizmetleri AS▼ Sell

$1.00K–$15.0K

21d lagtraded 2021-01-11PTR ↗

2021-01-13—First Trust Innovative Tech 22▼ Sell

$15.0K–$50.0K

9d lagtraded 2021-01-04PTR ↗

2020-09-04FTAFirst Trust large Cap Value AlphaDEX Fund▼ Sell

$15.0K–$50.0K

8d lagtraded 2020-08-27PTR ↗

2020-06-17TROWHoldT. Rowe Price group, Inc.▲ Buy

$15.0K–$50.0K

5d lagtraded 2020-06-12PTR ↗

2020-06-01CIMboeing Company Chimera Investment Corporation▲ Buy

$1.00K–$15.0K

68d latetraded 2020-03-25PTR ↗

2020-06-01—orp. First Trust MlP and Energy Income Fund Common Shares of beneficial Interest▲ Buy

$1.00K–$15.0K

67d latetraded 2020-03-26PTR ↗

2020-06-01PSXHoldFirst Trust MlP & Energy Income Fund Phillips 66▲ Buy

$1.00K–$15.0K

68d latetraded 2020-03-25PTR ↗

2017-12-15FDNransaction type Date notification Date amount First Trust DJ Internet Index Fund▲ Buy

$1.00K–$15.0K

35d lagtraded 2017-11-10PTR ↗

2017-09-09—tion Date amount Cushing Energy Income Fund Common Shares of beneficial Interest▼ Sell

$1.00K–$15.0K

26d lagtraded 2017-08-14PTR ↗

2017-09-09FXDD.A. Davidson First Trust Cons. Discret. AlphaDEX▼ Sell

$15.0K–$50.0K

26d lagtraded 2017-08-14PTR ↗

2017-03-15—ount First Trust MlP and Energy Income Fund Common Shares of beneficial Interest▲ Buy

$15.0K–$50.0K

28d lagtraded 2017-02-15PTR ↗

2017-03-15TROWHoldD.A. Davidson T. Rowe Price group, Inc.▲ Buy

$15.0K–$50.0K

28d lagtraded 2017-02-15PTR ↗

2017-03-15FXND.A. Davidson First Trust Energy AlphaDEX Fund▲ Buy

$15.0K–$50.0K

364d latetraded 2016-03-16PTR ↗

2017-03-15FXHD.A. Davidson First Trust Health Care AlphaDEX▼ Sell

$15.0K–$50.0K

363d latetraded 2016-03-17PTR ↗

2017-03-15QQXTD.A. Davidson First Trust NASDAQ-100 Ex-Technology Sector Index Fund▲ Buy

$15.0K–$50.0K

407d latetraded 2016-02-02PTR ↗

2016-04-11FXNtransaction type Date notification Date amount First Trust Energy AlphaDEX Fund▲ Buy

$15.0K–$50.0K

26d lagtraded 2016-03-16PTR ↗

2016-04-11FXHD.A. Davidson First Trust Health Care AlphaDEX▼ Sell

$15.0K–$50.0K

25d lagtraded 2016-03-17PTR ↗

2016-04-11—dson First Trust MlP and Energy Income Fund Common Shares of beneficial Interest▲ Buy

$1.00K–$15.0K

35d lagtraded 2016-03-07PTR ↗

2016-03-14CNRAFransaction type Date notification Date amount Federation Centres Ordinary Shares▼ Sell

$1.00K–$15.0K

47d latetraded 2016-01-27PTR ↗

2016-03-14QQXTCapital IRA Bond Account First Trust NASDAQ-100 Ex-Technology Sector Index Fund▼ Sell

$15.0K–$50.0K

41d lagtraded 2016-02-02PTR ↗

2015-10-11ATAZFer Asset Transaction Type Date Notification Date Amount Atea ASA Ordinary Shares▼ Sell

$1.00K–$15.0K

13d lagtraded 2015-09-28PTR ↗

2015-10-11FBTEuro Pacific Capital IRA Bond Account First Trust Amex Biotech Index Fund▲ Buy

$1.00K–$15.0K

20d lagtraded 2015-09-21PTR ↗

2015-10-11FXDD.A. Davidson First Trust Cons. Discret. AlphaDEX▲ Buy

$1.00K–$15.0K

20d lagtraded 2015-09-21PTR ↗

2015-10-11FDND.A. Davidson First Trust DJ Internet Index Fund▲ Buy

$1.00K–$15.0K

20d lagtraded 2015-09-21PTR ↗

2015-10-11FXHD.A. Davidson First Trust Health Care AlphaDEX▲ Buy

$1.00K–$15.0K

20d lagtraded 2015-09-21PTR ↗

2015-10-11FTA20003938 -- 1 of 2 -- First Trust large Cap Value AlphaDEX Fund▲ Buy

$1.00K–$15.0K

20d lagtraded 2015-09-21PTR ↗

2015-10-11RDVYD.A. Davidson First Trust NASDAQ Rising Dividend Achievers ETF▲ Buy

$1.00K–$15.0K

20d lagtraded 2015-09-21PTR ↗

2015-10-11FVDD.A. Davidson First Trust Vl Dividend▲ Buy

$1.00K–$15.0K

20d lagtraded 2015-09-21PTR ↗

2015-10-05ITOCFaction type Date notification Date amount 2000011576 Itochu Corp Ordinary Shares▼ Sell

$1.00K–$15.0K

61d latetraded 2015-08-05PTR ↗

2015-10-05KWIPFal IRA Managed Account 2000011577 Kiwi Income Property Trust uts Ordinary Shares▼ Sell

$1.00K–$15.0K

61d latetraded 2015-08-05PTR ↗

2015-10-05NZTCFic Capital IRA Managed Account 2000011578 Spark New Zealand ltd. Ordinary Shares▼ Sell

$1.00K–$15.0K

61d latetraded 2015-08-05PTR ↗

2015-09-14—n Date amount Royal Dutch Shell PlC Royal Dutch Shell American Depositary Shares▼ Sell

$1.00K–$15.0K

33d lagtraded 2015-08-12PTR ↗

2015-09-11KWIPFEuro Pacific Capital Inc. Kiwi Income Property Trust uts ordinary Shares▼ Sell

$1.00K–$15.0K

37d lagtraded 2015-08-05PTR ↗

2015-09-11NZTCF20003773 -- 1 of 2 -- Spark New Zealand ltd. ordinary Shares▼ Sell

$1.00K–$15.0K

37d lagtraded 2015-08-05PTR ↗

2015-08-15—type Date notification Date amount Vanguard Natural Resources llC - Common units▼ Sell

$1.00K–$15.0K

25d lagtraded 2015-07-21PTR ↗

2015-05-06IPKWNew PowerShares International BuyBack achievers Portfolio▲ Buy

$1.00K–$15.0K

13d lagtraded 2015-04-23PTR ↗

2015-05-06TBVPFNew Thai Beverage Public Co ltd Ordinary Shares▼ Sell

$1.00K–$15.0K

8d lagtraded 2015-04-28PTR ↗

2015-04-12—te amount The Cushing Royalty & Income Fund Common Shares of Beneficial Interest▲ Buy

$1.00K–$15.0K

18d lagtraded 2015-03-25PTR ↗

2015-02-13FBTNew First Trust amex Biotech Index Fund▲ Buy

$1.00K–$15.0K

36d lagtraded 2015-01-08PTR ↗

2015-02-13FXDNew First Trust Cons. Discret. alphaDEX▲ Buy

$1.00K–$15.0K

36d lagtraded 2015-01-08PTR ↗

2015-02-13FDNNew First Trust DJ Internet Index Fund▲ Buy

$1.00K–$15.0K

36d lagtraded 2015-01-08PTR ↗

2015-02-13FXHNew First Trust Health Care alphaDEX▲ Buy

$1.00K–$15.0K

36d lagtraded 2015-01-08PTR ↗

2015-02-13—New First Trust NaSDaQ Rising Dividend▲ Buy

$1.00K–$15.0K

36d lagtraded 2015-01-08PTR ↗

2015-02-13FVDNew First Trust Vl Dividend▲ Buy

$1.00K–$15.0K

36d lagtraded 2015-01-08PTR ↗

2015-02-13—New Vanguard Natural Resources llC - Common units▲ Buy

$1.00K–$15.0K

16d lagtraded 2015-01-28PTR ↗

How we built this

Holdings come from Michael K. Simpson'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 Michael K. Simpson owns now

Year-end holdings from their latest annual disclosure · 4 holdings · as of 2024

$515K–$1.05M64%

FV $85.00 · Jun '26Buy

American Estate & Trustnon-equity

$250K–$500K31%

D.A.Davidson/Stifelnon-equity

$15.0K–$50.0K3%

First Trust Value Line 100 Fund (FVL)non-equity

$15.0K–$50.0K3%

Reported asset value, disclosed ranges · how we built this