Michael K. Simpson
Michael K. Simpson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 13, 2009. Includes 12 assets and 3 liabilities.
Est. Net Worth
$1.7M
2009 annual disclosure
Total Assets
$1.2M - $2.6M
12 assets
Total Liabilities
$130K - $350K
3 liabilities
Total Trades
125
From PTR filings
Trade Volume
$1.6M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $2.5M |
| 2009 | $1.7M |
| 2010 | $798K |
| 2010 | $1.7M |
| 2010 | $2M |
| 2011 | $2M |
| 2011 | $2.5M |
| 2012 | $2.2M |
| 2013 | $1.8M |
| 2013 | $234K |
Assets by Category
LLC / Partnership$750K (2)
Retirement & Pension$690K (5)
Real Estate$375K (1)
Stocks$41K (2)
Bank & Cash$33K (1)
Other$8K (1)
Top Stock Holdings (from trades)
T. Rowe Price Group, Inc.TROW
$114KFirst Trust NASDAQ-100 Ex-Technology Sector Index FundQQXT
$98KFirst Trust Dow Jones Internet Index FundFDN
$89KFirst Trust Health Care AlphaDEX FundFXH
$81KFirst Trust Energy AlphaDEX FundFXN
$65KFirst Trust MLP and Energy Income FundFEI
$49KFirst Trust Large Cap Value AlphaDEX FundFTA
$49KFirst Trust NYSE Arca Biotechnology Index FundFBT
$49KFirst Trust Consumer Discretionary AlphaDEX FundFXD
$49KAll Assets (12)
| Asset | Value |
|---|---|
Smith Barney - IRA | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Smith Barney - IRA | $15,001 - $50,000 |
Public Employee Retirement System of Idaho | $50,001 - $100,000 |
Idaho National Laboratory Employer Investment Plan | $100,001 - $250,000 |
Edward Jones - IRA | $250,001 - $500,000 |
Edward Jones Idaho Health Fca Auth Revocable Trust | $1,001 - $15,000 |
| $15,001 - $50,000 | |
71.89 acres Blackfoot, Idaho, US | $250,001 - $500,000 |
Pheasant Hills Prop, LLC 255 W 300 N, Blackfoot, ID, US | $250,001 - $500,000 |
Simpson Properties | $250,001 - $500,000 |
Westmark Credit Union Checking and Savings | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Zions Bank, Blackfoot, Idaho | mortgage | $100,001 - $250,000 |
| Bank of America | credit card | $15,001 - $50,000 |
| Bank of America | credit card | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Industrials$89K
Healthcare$138K
Consumer Cyclical$65K
Consumer Defensive$72K
Technology$97K
Financial Services$372K
Energy$178K
Real Estate$32K
Communication Services$96K
Basic Materials$72K
Utilities$8K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).