Michael K. Simpson
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-08-03. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +0.0% | +2.5% | -2.5% |
| 1 month | +1.1% | +1.7% | -0.6% |
| 1 quarter | +14.9% | +5.1% | +9.7% |
| Year to date | +20.7% | +11.4% | +9.3% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-08-03). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-04-14 | $1.6M – $3.3M |
| 2024 | 2025-05-14 | $795K – $1.7M |
| 2023 | 2024-05-04 | $1.6M – $3.7M |
| 2022 | 2023-05-13 | $1.4M – $3.6M |
| 2021 | 2022-05-23 | $1.4M – $3.9M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2023-03-14 | USB | Buy | — | $15K - $50K | 2023-05-12 | 59d late |
| 2022-08-03 | TROW | Buy | — | $15K - $50K | 2023-05-12 | 282d late |
| 2021-03-18 | AAL | Buy | — | $1K - $15K | 2023-05-12 | 785d late |
| 2021-03-18 | AAL | Buy | — | $1K - $15K | 2021-04-02 | 15d |
| 2021-01-13 | GOLD | Sell | — | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | BHP | Sell | — | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | ERIC | Sell | — | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | NEM | Sell | — | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | EQNR | Sell | — | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | PDS | Sell | — | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | TKC | Sell | — | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-11 | GOLD | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2021-01-11 | BHP | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2021-01-11 | CIG | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2021-01-11 | EQNR | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2021-01-11 | ERIC | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2021-01-11 | NEM | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2021-01-11 | PDS | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2021-01-11 | VIV | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2021-01-11 | TKC | Sell | — | $1K - $15K | 2021-02-01 | 21d |
| 2020-06-12 | TROW | Buy | — | $15K - $50K | 2020-06-17 | 5d |
| 2020-03-26 | UAL | Buy | — | $1K - $15K | 2020-06-01 | 67d late |
| 2020-03-25 | BA | Buy | — | $1K - $15K | 2020-06-01 | 68d late |
| 2020-03-25 | CIM | Buy | — | $1K - $15K | 2020-06-01 | 68d late |
| 2020-03-25 | PSX | Buy | — | $1K - $15K | 2020-06-01 | 68d late |