Michael K. Simpson
RHouse · ID-2
STOCK Act filings · simulated, not advice.
annual holdings (15)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 04/16/2014 → 11/03/2026.
Simulated portfolio
+87.6%
SPY
+399.3%
vs SPY
-311.7%
Simulated portfolioSPYBuySell
Trades
153
Last traded
03/14/2023
Disclosed (est.)
$1.7M
File lag
34 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
USB U.S. Bancorp (USB) | Purchase Owner: Self | $15,001 - $50,000 | 03/14/2023 | 05/12/2023 | +89.4% vs SPY -12.5% | +136.5% vs SPY +45.7% | 20021081 |
TROW T. Rowe Price Group, Inc. (TROW) | Purchase Owner: Self | $15,001 - $50,000 | 08/03/2022 | 05/12/2023 | +2.4% vs SPY -90.0% | +18.3% vs SPY -72.5% | 20021081 |
FDN First Trust DJ Internet Index Fund (FDN) | Sale Owner: Self | $15,001 - $50,000 | 05/10/2021 | 05/12/2023 | -23.9% vs SPY +70.3% | -83.6% vs SPY +7.1% | 20021081 |
AAL American Airlines Group, Inc. (AAL) | Purchase Owner: Self | $1,001 - $15,000 | 03/18/2021 | 05/12/2023 | -48.1% vs SPY -156.1% | -10.2% vs SPY -101.0% | 20021081 |
MJDLF Major Drilling Grp Intl Ordinary Shares (MJDLF) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -81.3% vs SPY +33.2% | -44.4% vs SPY +46.4% | 20021081 |
JGCCF J G C Corp (JGCCF) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | +97.9% vs SPY +172.0% | +88.4% vs SPY +136.5% | 20021081 |
ERIC Ericsson - American Depositary Shares each representing 1 underlying Class B share (ERIC) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -14.6% vs SPY +99.8% | -134.9% vs SPY -44.1% | 20021081 |
EQNR Equinor ASA (EQNR) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -255.3% vs SPY -140.8% | -110.2% vs SPY -19.4% | 20021081 |
CEMCF Cia Energetica De Minas Gerais Cemig Pref Shares (CEMCF) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | n/a | n/a | 20021081 |
AUY Yamana Gold Inc. Ordinary Shares (AUY) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | n/a | n/a | 20021081 |
WOLWF Woolworths Ltd Ord Ordinary Shares (WOLWF) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -14.1% vs SPY +100.3% | -7.7% vs SPY +83.1% | 20021081 |
BHP BHP Group Limited American Depositary Shares (BHP) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -78.3% vs SPY +36.1% | -51.3% vs SPY +39.4% | 20021081 |
TKC Turkcell Iletisim Hizmetleri AS (TKC) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -3.1% vs SPY +111.3% | -31.5% vs SPY +59.2% | 20021081 |
TSCDF Tesco Plc Ord Ordinary Shares (TSCDF) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -170.9% vs SPY -56.4% | -128.8% vs SPY -38.0% | 20021081 |
VIV-V Telefonica Brasil S.A. American Depositary Shares (VIV.V) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | n/a | n/a | 20021081 |
PDS Precision Drilling Corporation (PDS) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -298.6% vs SPY -184.2% | -104.4% vs SPY -13.6% | 20021081 |
OGFGF Origin Energy Ltd Ordinary Shares (OGFGF) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -210.8% vs SPY -96.4% | -95.2% vs SPY -4.4% | 20021081 |
NEM Newmont Corporation (NEM) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -104.1% vs SPY +10.4% | -146.8% vs SPY -56.0% | 20021081 |
NCMGF Newcrest Mining Ltd Ord Ordinary Shares (NCMGF) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | n/a | n/a | 20021081 |
MLYNF Malayan Banking Ord Singapore Ordinary Shares (MLYNF) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -140.2% vs SPY -25.8% | -63.5% vs SPY +27.2% | 20021081 |
GOLD Barrick Gold Corporation Common Stock (GOLD) | Sale Owner: Self | $1,001 - $15,000 | 01/13/2021 | 05/12/2023 | -246.1% vs SPY -131.7% | -22.2% vs SPY +68.5% | 20021081 |
QQXT First Trust NASDAQ-100 Ex- Technology Sector Index Fund (QQXT) | Sale Owner: Self | $15,001 - $50,000 | 01/04/2021 | 05/12/2023 | -35.8% vs SPY +85.0% | -28.3% vs SPY +62.5% | 20021081 |
FDN First Trust DJ Internet Index Fund (FDN) | Sale (partial) Owner: Self | $15,001 - $50,000 | 05/10/2021 | 05/19/2021 | -23.9% vs SPY +70.3% | -20.6% vs SPY +74.9% | 20018773 |
AAL American Airlines group, Inc. (AAl) | Purchase Owner: Self | $1,001 - $15,000 | 03/18/2021 | 04/02/2021 | -48.1% vs SPY -156.1% | -47.1% vs SPY -146.9% | 20018508 |
MLYNF Malayan banking Ord Singapore Ordinary Shares (MlYNF) | Sale Owner: Self | $1,001 - $15,000 | 01/12/2021 | 02/01/2021 | -140.2% vs SPY -25.2% | -106.1% vs SPY +7.4% | 20018114 |
JGCCF J g C Corp (JgCCF) | Sale Owner: Self | $1,001 - $15,000 | 01/12/2021 | 02/01/2021 | +97.9% vs SPY +172.0% | +97.9% vs SPY +172.0% | 20018114 |
OGFGF Origin Energy ltd Ordinary Shares (OgFgF) | Sale Owner: Self | $1,001 - $15,000 | 01/12/2021 | 02/01/2021 | -213.2% vs SPY -98.2% | -225.7% vs SPY -112.3% | 20018114 |
NEM Newmont Corporation (NEM) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -104.5% vs SPY +10.6% | -112.4% vs SPY +1.0% | 20018114 |
NCMGF Newcrest Mining ltd Ord Ordinary Shares (NCMgF) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | n/a | n/a | 20018114 |
MJDLF Major drilling grp Intl Ordinary Shares (MJdlF) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -81.3% vs SPY +33.8% | -90.3% vs SPY +23.1% | 20018114 |
ERIC Ericsson - American depositary Shares each representing 1 underlying Class b share (ERIC) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -13.4% vs SPY +101.6% | -5.3% vs SPY +108.2% | 20018114 |
EQNR Equinor ASA (EQNR) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -266.5% vs SPY -151.5% | -275.6% vs SPY -162.2% | 20018114 |
CIG Comp En de Mn Cemig AdS American depositary Shares (CIg) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -59.5% vs SPY +55.5% | -63.1% vs SPY +50.4% | 20018114 |
AUY Yamana gold Inc. Ordinary Shares (AuY) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | n/a | n/a | 20018114 |
WOLWF Woolworths ltd Ord Ordinary Shares (WOlWF) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -14.1% vs SPY +100.9% | -8.4% vs SPY +105.0% | 20018114 |
TKC Turkcell Iletisim Hizmetleri AS (TKC) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -8.0% vs SPY +107.1% | -4.9% vs SPY +108.5% | 20018114 |
TSCDF Tesco Plc Ord Ordinary Shares (TSCdF) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -171.7% vs SPY -56.6% | -166.8% vs SPY -53.3% | 20018114 |
VIV Telefonica brasil S.A. American depositary Shares (VIV) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -94.6% vs SPY +20.4% | -79.8% vs SPY +33.7% | 20018114 |
PDS Precision drilling Corporation (PdS) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -327.0% vs SPY -212.0% | -369.7% vs SPY -256.2% | 20018114 |
BHP bHP group limited American depositary Shares (bHP) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -77.8% vs SPY +37.3% | -88.8% vs SPY +24.6% | 20018114 |
GOLD barrick gold Corporation Common Stock (gOld) | Sale Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/01/2021 | -254.5% vs SPY -139.5% | -216.4% vs SPY -103.0% | 20018114 |
Unmapped First Trust Innovative Tech 22 | Sale Owner: Self | $15,001 - $50,000 | 01/04/2021 | 01/13/2021 | n/a | n/a | 20018028 |
FTA First Trust large Cap Value AlphaDEX Fund (FTA) | Sale Owner: Self | $15,001 - $50,000 | 08/27/2020 | 09/04/2020 | -141.8% vs SPY -6.0% | -146.7% vs SPY -0.3% | 20017295 |
TROW T. Rowe Price group, Inc. (TROW) | Purchase Owner: Self | $15,001 - $50,000 | 06/12/2020 | 06/17/2020 | +15.2% vs SPY -155.9% | +11.0% vs SPY -153.6% | 20016803 |
UAL United Airlines Holdings, Inc. (UAl) | Purchase Owner: Self | $1,001 - $15,000 | 03/26/2020 | 06/01/2020 | +201.6% vs SPY -14.2% | +258.4% vs SPY +90.7% | 20016694 |
FEI First Trust MlP and Energy Income Fund Common Shares of beneficial Interest (FEI) | Purchase Owner: Self | $1,001 - $15,000 | 03/26/2020 | 06/01/2020 | n/a | n/a | 20016694 |
PSX Phillips 66 (PSX) | Purchase Owner: Self | $1,001 - $15,000 | 03/25/2020 | 06/01/2020 | +597.2% vs SPY +363.0% | +326.3% vs SPY +158.5% | 20016694 |
CIM Chimera Investment Corporation (CIM) | Purchase Owner: Self | $1,001 - $15,000 | 03/25/2020 | 06/01/2020 | -32.6% vs SPY -266.8% | -31.2% vs SPY -198.9% | 20016694 |
BA boeing Company (bA) | Purchase Owner: Self | $1,001 - $15,000 | 03/25/2020 | 06/01/2020 | +9.2% vs SPY -225.0% | +13.0% vs SPY -154.7% | 20016694 |
Unmapped First Trust Innovative Tech 22 SA RE | Purchase Owner: Self | $1,001 - $15,000 | 04/08/2019 | 04/29/2019 | n/a | n/a | 20008955 |
BOTZ global X Robotics & Artificial Intelligence ETF (bOTZ) | Purchase Owner: Self | $1,001 - $15,000 | 11/10/2017 | 12/15/2017 | +39.9% vs SPY -195.6% | +41.8% vs SPY -179.4% | 20008571 |
FDN First Trust DJ Internet Index Fund (FDN) | Purchase Owner: Self | $1,001 - $15,000 | 11/10/2017 | 12/15/2017 | +150.9% vs SPY -84.6% | +137.5% vs SPY -83.7% | 20008571 |
TROW T. Rowe Price group, Inc. (TRoW) | Purchase Owner: Self | $1,001 - $15,000 | 08/15/2017 | 09/09/2017 | +80.4% vs SPY -172.6% | +81.6% vs SPY -167.6% | 20007987 |
TROW T. Rowe Price group, Inc. (TRoW) | Purchase Owner: Self | $1,001 - $15,000 | 08/14/2017 | 09/09/2017 | +80.5% vs SPY -172.4% | +81.6% vs SPY -167.6% | 20007987 |
FXD First Trust Cons. Discret. AlphaDEX (FXD) | Sale Owner: Self | $15,001 - $50,000 | 08/14/2017 | 09/09/2017 | -101.4% vs SPY +151.5% | -100.1% vs SPY +149.1% | 20007987 |
SRF Cushing Energy Income Fund Common Shares of beneficial Interest (SRF) | Sale Owner: Self | $1,001 - $15,000 | 08/14/2017 | 09/09/2017 | n/a | n/a | 20007987 |
JHB Nuveen High Income November 2021 Target Term Fund Nuveen High Income November 2021 Target Term Fund (JHb) | Purchase Owner: Self | $1,001 - $15,000 | 05/12/2017 | 06/15/2017 | n/a | n/a | 20007483 |
TROW T. Rowe Price group, Inc. (TROW) | Purchase Owner: Self | $15,001 - $50,000 | 02/15/2017 | 03/15/2017 | +114.8% vs SPY -159.0% | +112.0% vs SPY -156.2% | 20006912 |
FEI First Trust MlP and Energy Income Fund Common Shares of beneficial Interest (FEI) | Purchase Owner: Self | $15,001 - $50,000 | 02/15/2017 | 03/15/2017 | n/a | n/a | 20006912 |
FXH First Trust Health Care AlphaDEX (FXH) | Sale Owner: Self | $15,001 - $50,000 | 03/17/2016 | 03/15/2017 | -165.2% vs SPY +173.2% | -125.0% vs SPY +143.2% | 20006913 |
FXN First Trust Energy AlphaDEX Fund (FXN) | Purchase Owner: Self | $15,001 - $50,000 | 03/16/2016 | 03/15/2017 | +111.3% vs SPY -229.8% | +102.3% vs SPY -166.0% | 20006913 |
QQXT First Trust NASDAQ-100 Ex-Technology Sector Index Fund (QQXT) | Purchase Owner: Self | $15,001 - $50,000 | 02/02/2016 | 03/15/2017 | +189.8% vs SPY -181.9% | +141.2% vs SPY -127.0% | 20006913 |
FBT First Trust Amex biotech Index Fund (FbT) | Sale Owner: Self | $15,001 - $50,000 | 02/02/2016 | 03/15/2017 | -242.9% vs SPY +128.8% | -165.6% vs SPY +102.6% | 20006913 |
FXH First Trust Health Care AlphaDEX (FXH) | Sale Owner: Self | $15,001 - $50,000 | 03/17/2016 | 04/11/2016 | -165.2% vs SPY +173.2% | -147.8% vs SPY +185.5% | 20004890 |
FXN First Trust Energy AlphaDEX Fund (FXN) | Purchase Owner: Self | $15,001 - $50,000 | 03/16/2016 | 04/11/2016 | +111.3% vs SPY -229.8% | +106.9% vs SPY -226.4% | 20004890 |
FEI First Trust MlP and Energy Income Fund Common Shares of beneficial Interest (FEI) | Purchase Owner: Self | $1,001 - $15,000 | 03/07/2016 | 04/11/2016 | n/a | n/a | 20004890 |
QQXT First Trust NASDAQ-100 Ex-Technology Sector Index Fund (QQXT) | Sale Owner: Self | $15,001 - $50,000 | 02/02/2016 | 03/14/2016 | -189.8% vs SPY +181.9% | -179.3% vs SPY +164.4% | 20004748 |
CNRAF Federation Centres Ordinary Shares (CNRAF) | Sale Owner: Self | $1,001 - $15,000 | 01/27/2016 | 03/14/2016 | -41.6% vs SPY +335.2% | -27.1% vs SPY +316.6% | 20004748 |
ATAZF Atea ASA Ordinary Shares (ATAZF) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2015 | 10/11/2015 | -204.6% vs SPY +175.4% | -146.9% vs SPY +200.8% | 20003938 |
FVD First Trust Vl Dividend (FVD) | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2015 | 10/11/2015 | +183.9% vs SPY -175.4% | +174.1% vs SPY -173.7% | 20003938 |
RDVY First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2015 | 10/11/2015 | +361.7% vs SPY +2.4% | +343.8% vs SPY -4.0% | 20003938 |
FTA First Trust large Cap Value AlphaDEX Fund (FTA) | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2015 | 10/11/2015 | +235.1% vs SPY -124.2% | +223.4% vs SPY -124.4% | 20003938 |
FXH First Trust Health Care AlphaDEX (FXH) | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2015 | 10/11/2015 | +118.8% vs SPY -240.5% | +136.9% vs SPY -210.9% | 20003938 |
FDN First Trust DJ Internet Index Fund (FDN) | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2015 | 10/11/2015 | +282.2% vs SPY -77.1% | +278.0% vs SPY -69.8% | 20003938 |
FXG First Trust Cons. Staples AlphaDEX (FXg) | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2015 | 10/11/2015 | +72.4% vs SPY -286.9% | +70.7% vs SPY -277.0% | 20003938 |
FXD First Trust Cons. Discret. AlphaDEX (FXD) | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2015 | 10/11/2015 | +114.6% vs SPY -244.7% | +113.3% vs SPY -234.5% | 20003938 |
FBT First Trust Amex Biotech Index Fund (FBT) | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2015 | 10/11/2015 | +146.9% vs SPY -212.4% | +176.1% vs SPY -171.7% | 20003938 |
RDS-A Royal dutch Shell PlC Royal dutch Shell American depositary Shares (RdS.A) | Sale Owner: Self | $1,001 - $15,000 | 08/12/2015 | 10/05/2015 | n/a | n/a | 20003892 |
TELNF Telenor ASA Ordinary Shares (TElNF) | Sale Owner: Self | $1,001 - $15,000 | 08/05/2015 | 10/05/2015 | -1.3% vs SPY +12.3% | -1.3% vs SPY +12.3% | 20003892 |
NZTCF Spark New Zealand ltd. Ordinary Shares (NZTCF) | Sale Owner: Self | $1,001 - $15,000 | 08/05/2015 | 10/05/2015 | -48.0% vs SPY +283.8% | -41.0% vs SPY +315.2% | 20003892 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.