89% of trades were $15,000 or less
Those 139 trades carry about 66.8% of the disclosed dollars, by the midpoints of the ranges.
Michael K. Simpson (ID-2) disclosed a net worth range between $1.6M and $3.3M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Those 139 trades carry about 66.8% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 31 days after it was made, and 42 of 156 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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.
| 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 |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2023-03-14 | USB ST · U.S. Bancorp (USB) | Buy | — D.A. Davidson/Stifel | $15K - $50K | 2023-05-12 | 59d late |
| 2022-08-03 | TROW ST · T. Rowe Price Group, Inc. (TROW) | Buy | — D.A. Davidson/Stifel | $15K - $50K | 2023-05-12 | 282d late |
| 2021-05-10 | FDN ST · First Trust DJ Internet Index Fund (FDN) | Sell | — D.A. Davidson/Stifel | $15K - $50K | 2023-05-12 | 732d late |
| 2021-05-10 | FDN ST · First Trust DJ Internet Index Fund (FDN) | Sell | — D.A. Davidson | $15K - $50K | 2021-05-19 | 9d |
| 2021-03-18 | AAL ST · American Airlines Group, Inc. (AAL) | Buy | — D.A. Davidson/Stifel | $1K - $15K | 2023-05-12 | 785d late |
| 2021-03-18 | AAL ST · American Airlines group, Inc. (AAl) | Buy | — D.A. Davidson | $1K - $15K | 2021-04-02 | 15d |
| 2021-01-13 | GOLD ST · Barrick Gold Corporation Common Stock (GOLD) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | BHP ST · BHP Group Limited American Depositary Shares (BHP) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | CEMCF ST · Cia Energetica De Minas Gerais Cemig Pref Shares (CEMCF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | EQNR ST · Equinor ASA (EQNR) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | ERIC ST · Ericsson - American Depositary Shares each representing 1 underlying Class B share (ERIC) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | JGCCF ST · J G C Corp (JGCCF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | MJDLF ST · Major Drilling Grp Intl Ordinary Shares (MJDLF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | MLYNF ST · Malayan Banking Ord Singapore Ordinary Shares (MLYNF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | NCMGF ST · Newcrest Mining Ltd Ord Ordinary Shares (NCMGF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | NEM ST · Newmont Corporation (NEM) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | OGFGF ST · Origin Energy Ltd Ordinary Shares (OGFGF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | PDS ST · Precision Drilling Corporation (PDS) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | WOLWF ST · Woolworths Ltd Ord Ordinary Shares (WOLWF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | AUY ST · Yamana Gold Inc. Ordinary Shares (AUY) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | VIVV ST · Telefonica Brasil S.A. American Depositary Shares (VIV.V) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | TSCDF ST · Tesco Plc Ord Ordinary Shares (TSCDF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-13 | TKC ST · Turkcell Iletisim Hizmetleri AS (TKC) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2023-05-12 | 849d late |
| 2021-01-12 | MLYNF ST · Malayan banking Ord Singapore Ordinary Shares (MlYNF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2021-02-01 | 20d |
| 2021-01-12 | OGFGF ST · Origin Energy ltd Ordinary Shares (OgFgF) | Sell | — Euro Pacific Capital IRA | $1K - $15K | 2021-02-01 | 20d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-20. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-20). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
The assets Michael K. Simpson itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| D.A. Davidson/Stifel ⇒ Stifel Financial Corporation Common Stock (SF) | ST |
$5K - $15K
Capital Gains, Dividends, Interest
|
$500K - $1M |
| D.A. Davidson/Stifel ⇒ Stifel Financial Corporation Common Stock (SF) | ST |
$5K - $15K
Capital Gains, Dividends, Interest
|
$500K - $1M |
| American Estate & Trust (Accuplan) ⇒ American Estate & Trust | PM | — | $250K - $500K |
| American Estate & Trust (Accuplan) ⇒ American Estate & Trust | PM |
Precious Metals
|
$250K - $500K |
| D.A. Davidson/Stifel ⇒ D.A.Davidson/Stifel | OT |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| D.A. Davidson/Stifel ⇒ First Trust Value Line 100 Fund (FVL) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| D.A. Davidson/Stifel ⇒ First Trust Value Line 100 Fund (FVL) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| D.A. Davidson/Stifel ⇒ First Trust Value Line 100 Fund (FVL) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| D.A. Davidson/Stifel ⇒ First Trust Value Line 100 Fund (FVL) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| D.A. Davidson/Stifel ⇒ Stifel Financial Corporation Common Stock (SF) | ST |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
The latest annual report lists no liability with a disclosed value bracket.