Michael K. Simpson
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 4/14/2026 — 4 assets, about $2.4M at the middle of each value range.
- SF · Stifel Financial Corporation Common Stock (SF)62.7%
- American Estate & Trust30.7%
- FVL · First Trust Value Line 100 Fund (FVL)5.3%
- D.A.Davidson/Stifel1.3%
By type: Stock 68% · Precious Metals 31% · Other 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
| Stock | ≈ $1.5M | 62.7% | Self | |
American Estate & Trustin American Estate & Trust (Accuplan) | Precious Metals | ≈ $750.0K | 30.7% | Self |
FVLFirst Trust Value Line 100 Fund (FVL)in D.A. Davidson/Stifel | Stock | ≈ $130.0K | 5.3% | Self |
D.A.Davidson/Stifelin D.A. Davidson/Stifel | Other | $15,001 - $50,000 | 1.3% | Self |
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 2 names across 2 purchases, $65.0K at the disclosed midpoints.
- TROW · T. Rowe Price Group50.0%
- USB · U.S. Bancorp50.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
TROWT. Rowe Price Group | $32.5K | 50.0% | 2023-05-12 | Self |
USBU.S. Bancorp | $32.5K | 50.0% | 2023-05-12 | Self |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Every disclosed trade
2 rows. Sort any column; Source opens the filed PDF.