Michael K. Simpson (R-ID-2), a current Republican member of the House, has disclosed 140 trades since 2014: 50 purchases worth about $571.53K and 90 sales worth about $940.55K, in 68 stocks. Most traded: TROW, FDN, OGFGF. As a portfolio, their stock holdings and trades returned +22.1% from Mar 2014, against +303.0% for the S&P 500. Trades took a median 33 days to be disclosed; 42 came late.
Michael K. Simpson’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2014: +22.1%, against +303.0% for SPY; the largest fall on the way was -49.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael K. Simpson | Nov 2025 | -13.5% | +10.1% | -23.6% | – | -25.6% | -0.42 | 0.96 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael K. Simpson | Nov 2023 | +19.7% | +72.6% | -52.9% | +6.2% | -25.6% | 0.39 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael K. Simpson | Nov 2021 | +2.3% | +61.1% | -58.7% | +0.5% | -25.6% | 0.13 | 0.91 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael K. Simpson | Jan 2026 | -19.7% | +10.1% | -29.8% | – | -25.6% | -0.83 | 0.93 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael K. Simpson | Mar 2014 | +22.1% | +303.0% | -280.9% | +1.6% | -49.3% | 0.18 | 0.97 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TROWPrice T Rowe Group Inc | Financial Services | Closed | – | – | 5 | 5 | 0 | $113.50K | $0.00 | -157.5% | Aug 3, 2022 |
| QQXTFirst Trust NASDAQ-100 Ex-TechnoLoGy Sector Index Fund | – | Closed | – | – | 3 | 1 | 2 | $32.50K | $65.00K | -123.4% | Jan 4, 2021 |
| FDNFirst Trust DJ Internet Index Fund | – | Closed | – | – | 4 | 3 | 1 | $24.00K | $32.50K | +6.7% | May 10, 2021 |
| FBTFirst Trust Amex Biotech Index Fund | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | -124.4% | Feb 2, 2016 |
| FEIFirst Trust MLP and Energy Income Fund Common Shares of Beneficial Interest | – | Closed | – | – | 3 | 3 | 0 | $48.50K | $0.00 | – | Mar 26, 2020 |
| FTAFirst Trust Large Cap Value ALphaDEX Fund | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | -118.4% | Aug 27, 2020 |
| FXDFirst Trust Cons. Discret. ALphaDEX | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | -177.0% | Aug 14, 2017 |
| FXHFirst Trust Health Care ALphaDEX | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | -155.5% | Mar 17, 2016 |
| CPE$ACALLON PETROLEUM CO | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jun 2, 2014 |
| FXNFirst Trust Energy ALphaDEX Fund | – | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -204.0% | Mar 16, 2016 |
| USBUs Bancorp De | Financial Services | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -30.7% | Mar 14, 2023 |
| OGFGFOrigin Energy Ltd Ordinary Shares | – | Closed | – | – | 4 | 0 | 4 | $0.00 | $32.00K | – | Jan 13, 2021 |
| PDSPRECISION DRILLING Corp | Energy | Closed | – | – | 4 | 0 | 4 | $0.00 | $32.00K | – | Jan 13, 2021 |
| AOZOFAozora Bank Ltd Ordinary shares | – | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | May 13, 2015 |
| EQNREquinor Asa | Energy | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Jan 13, 2021 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AALAmerican Airlines Group, Inc. | Self | Buy | $1K–$15K | Mar 18, 2021 | May 12, 2023 | 785d late | -47.0% | -139.2% | |
| MJDLFMajor Drilling Grp Intl Ordinary Shares | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | – | – | |
| MLYNFMalayan Banking Ord Singapore Ordinary Shares | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | – | – | |
| NCMGFNewcrest Mining Ltd Ord Ordinary Shares | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | – | – | |
| NEMNewmont Corporation | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | +75.7% | -22.3% | |
| OGFGFOrigin Energy Ltd Ordinary Shares | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | – | – | |
| PDSPrecision Drilling Corporation | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | +304.3% | +206.3% | |
| TROWT. Rowe Price Group, Inc. | Self | Buy | $15K–$50K | Aug 3, 2022 | May 12, 2023 | 282d late | -16.5% | -97.9% | |
| VIVTelefonica Brasil S.A. American Depositary Shares (VIV.V) | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | +33.6% | -64.4% | |
| TSCDFTesco Plc Ord Ordinary Shares | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | – | – | |
| TKCTurkcell Iletisim Hizmetleri AS | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | -19.5% | -117.6% | |
| GOLDBarrick Gold Corporation Common Stock | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | +184.6% | +86.5% | |
| USBU.S. Bancorp | Self | Buy | $15K–$50K | Mar 14, 2023 | May 12, 2023 | 59d late | +61.3% | -30.7% | |
| WOLWFWoolworths Ltd Ord Ordinary Shares | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | – | – | |
| AUYYamana Gold Inc. Ordinary Shares | Self | Sell | $1K–$15K | Jan 13, 2021 | May 12, 2023 | 849d late | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Michael K. Simpson (R-ID-2), a current Republican member of the House, has disclosed 140 trades since 2014: 50 purchases worth about $571.53K and 90 sales worth about $940.55K, in 68 stocks. Most traded: TROW, FDN, OGFGF. As a portfolio, their stock holdings and trades returned +22.1% from Mar 2014, against +303.0% for the S&P 500. Trades took a median 33 days to be disclosed; 42 came late.
None of the stocks Michael K. Simpson disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +22.1% from March 2014 to November 2026, against +303.0% for the S&P 500, with a largest fall of -49.3%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 33 days to be disclosed. 42 of 140 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.