Michael K. Simpson Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 10, 2012. Includes 16 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.2M

2012 annual disclosure

Total Assets

$1.8M - $3.9M

16 assets

Total Liabilities

$415K - $900K

4 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

Retirement & Pension$1.2M (10)

Real Estate$1.1M (2)

LLC / Partnership$350K (1)

Bank & Cash$83K (2)

Other$33K (1)

Top Stock Holdings (from trades)

T. Rowe Price Group, Inc.TROW

$114K

First Trust NASDAQ-100 Ex-Technology Sector Index FundQQXT

$98K

First Trust Dow Jones Internet Index FundFDN

$89K

First Trust Health Care AlphaDEX FundFXH

$81K

First Trust Energy AlphaDEX FundFXN

$65K

First Trust MLP and Energy Income FundFEI

$49K

First Trust Large Cap Value AlphaDEX FundFTA

$49K

First Trust NYSE Arca Biotechnology Index FundFBT

$49K

First Trust Consumer Discretionary AlphaDEX FundFXD

$49K

All Assets (16)

Asset	Type	Owner	Value	Income
Edward Jones - Traditional IRA (Transferred to Euro Pacific Capital Inc., Rollover)	Retirement & Pension	Self	N/A	None
Euro Pacific Capital Inc. - Traditional IRA (new this report)	Retirement & Pension	Self	$500,001 - $1,000,000	None
Traditional IRA - Edward Jones - Smith Barney (Transferred to Westmark Credit Union, Rollover)	Retirement & Pension	Self	N/A	None
Westmark Credit Union - Traditional IRA (new this report)	Retirement & Pension	Self	$15,001 - $50,000	None
Public Employees Retirement System of Idaho Idaho, US	Retirement & Pension	Self	$50,001 - $100,000	None
Westmark Credit Union Saving Account	Bank & Cash	Spouse	$50,001 - $100,000	Dividends $1 - $200
Rental properties - 1180 Parkway Drive Blackfoot, ID, US	Real Estate	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
American Funds & Trust Traditional IRA	Retirement & Pension	Self	$100,001 - $250,000	None
Morgan Stanley Smith Barney - Traditional IRA	Retirement & Pension	Spouse	N/A	None
Westmark Credit Union Traditional IRA	Retirement & Pension	Spouse	$15,001 - $50,000	None
A&P Trust Traditional IRA	Retirement & Pension	Spouse	$100,001 - $250,000	None
A.A. Davidson & Co. 401k Retirement Account	Retirement & Pension	Spouse	N/A	Dividends/Interest $15,001 - $50,000
Farmers Insurance Co. Parcel No. RP0310905	Real Estate	Spouse	$250,001 - $500,000	Rent $5,001 - $15,000
S & S HB Prop., LLC Blackfoot, ID, US	LLC / Partnership	Spouse	$200,001 - $500,000	None
Contract sale of ground (2008) Blackfoot, ID, US	Other	Spouse	$15,001 - $50,000	Interest $2,501 - $5,000
Westmark Credit Union Savings Account	Bank & Cash	Spouse	$1,001 - $15,000	Dividends $1 - $200

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Bank of America	credit card	$15,001 - $50,000	—	—
Chase	mortgage	$250,001 - $500,000	—	—
Chase	mortgage	$100,001 - $250,000	—	—
Bank of Idaho	mortgage	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$97K

Consumer Defensive$80K

Healthcare$138K

Consumer Cyclical$65K

Technology$97K

Financial Services$372K

Energy$178K

Real Estate$32K

Communication Services$96K

Basic Materials$72K

Utilities$8K

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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).