House · ID02

Michael Simpson Rep

26 disclosed transactions across 28 filing(s)

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Transactions

$355K

Disclosed volume*

Buys

Sells

Traded-portfolio performance

volume-weighted basket

+0%

+1%

+8%

+11%

+23%

+24%

+38%

+26%

Index (start = 100) of the stocks Simpson has traded, weighted by disclosed volume — reflects how those tickers performed, not exact entry/exit timing.

Trades over time

by month

Portfolio diversity

by sector

Funds / ETFs 45%Unclassified 23%Financials 18%Energy 5%Large Cap Value 5%Materials 2%International 2%

Most-traded tickers

by count

Ticker	Sector	Trades
FDN	Funds / ETFs	3
TROW	Financials	2
SRF	Unclassified	2
FXD	Funds / ETFs	2
FXH	Funds / ETFs	2
EQNR	Energy	1
NEM	Materials	1
PSX	Energy	1
FEI	Unclassified	1
FXN	Funds / ETFs	1

Net positioning

buy − sell volume

+$97K

Net disclosed buying across all reports

Buy volume

+$226K

Sell volume

−$129K

All disclosed trades

STOCK Act PTRs

Ticker	Sector	Type	Trade date	Amount	Source
FDN	Funds / ETFs	buy	03/18/2021	$1,001 - $15,000	PTR ↗
EQNR	Energy	sell	01/11/2021	$1,001 - $15,000	PTR ↗
NEM	Materials	sell	01/11/2021	$1,001 - $15,000	PTR ↗
TROW	Financials	buy	06/12/2020	$15,001 - $50,000	PTR ↗
PSX	Energy	buy	03/25/2020	$1,001 - $15,000	PTR ↗
FDN	Funds / ETFs	buy	11/10/2017	$1,001 - $15,000	PTR ↗
SRF	Unclassified	sell	08/14/2017	$1,001 - $15,000	PTR ↗
FXD	Funds / ETFs	sell	08/14/2017	$15,001 - $50,000	PTR ↗
FEI	Unclassified	buy	02/15/2017	$15,001 - $50,000	PTR ↗
TROW	Financials	buy	02/15/2017	$15,001 - $50,000	PTR ↗
FXH	Funds / ETFs	sell	03/17/2016	$15,001 - $50,000	PTR ↗
FXN	Funds / ETFs	buy	03/16/2016	$15,001 - $50,000	PTR ↗
ATAZF	Unclassified	sell	09/28/2015	$1,001 - $15,000	PTR ↗
FBT	Funds / ETFs	buy	09/21/2015	$1,001 - $15,000	PTR ↗
FXD	Funds / ETFs	buy	09/21/2015	$1,001 - $15,000	PTR ↗
FDN	Funds / ETFs	buy	09/21/2015	$1,001 - $15,000	PTR ↗
FXH	Funds / ETFs	buy	09/21/2015	$1,001 - $15,000	PTR ↗
FTA	Large Cap Value	buy	09/21/2015	$1,001 - $15,000	PTR ↗
RDVY	Funds / ETFs	buy	09/21/2015	$1,001 - $15,000	PTR ↗
FVD	Large Cap Value	buy	09/21/2015	$1,001 - $15,000	PTR ↗
RDS.A	Unclassified	sell	08/12/2015	$1,001 - $15,000	PTR ↗
VNR	Funds / ETFs	sell	07/21/2015	$1,001 - $15,000	PTR ↗
AOZOF	Unclassified	sell	05/13/2015	$1,001 - $15,000	PTR ↗
IPKW	International	buy	04/23/2015	$1,001 - $15,000	PTR ↗
SRF	Unclassified	buy	03/25/2015	$1,001 - $15,000	PTR ↗
AKCPF	Unclassified	sell	01/16/2015	$1,001 - $15,000	PTR ↗

*Disclosed volume estimated from STOCK Act amount-range midpoints; actual values fall within the disclosed bands. Trade success/return scoring requires historical price data — planned next.