Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY | US USB
|
$15K–$50K | 2023-03-14 | 2023-05-12 LATE | PDF → |
| BUY | TR TROW
|
$15K–$50K | 2022-08-03 | 2023-05-12 LATE | PDF → |
| SELL | FD FDN
|
$15K–$50K | 2021-05-10 | 2023-05-12 LATE | PDF → |
| BUY | AA AAL
|
$1K–$15K | 2021-03-18 | 2023-05-12 LATE | PDF → |
| SELL | JG JGCCF
|
$1K–$15K | 2021-01-13 | 2023-05-12 LATE | PDF → |
| SELL | TK TKC
|
$1K–$15K | 2021-01-13 | 2023-05-12 LATE | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-13 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2021-01-04 | 2023-05-12 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2021-05-10 | 2021-05-19 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-03-18 | 2021-04-02 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-12 | 2021-02-01 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-12 | 2021-02-01 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-12 | 2021-02-01 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-11 | 2021-02-01 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-11 | 2021-02-01 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-01-11 | 2021-02-01 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Simpson still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
TR TROW |
$133K | 29.3% | +48.3% | Mar 2017 | Aug 2022 | |
FX FXN |
$110K | 24.3% | +101.7% | Apr 2016 | Mar 2016 | |
US USB |
$67K | 14.8% | +145.8% | May 2023 | Mar 2023 | |
QQ QQXT |
$30K | 6.6% | +135.7% | Mar 2017 | Jan 2021 | |
FV FVD |
$20K | 4.5% | +162.0% | Feb 2015 | Sep 2015 | |
RD RDVY |
$17K | 3.8% | +347.6% | Oct 2015 | Sep 2015 | |
PS PSX |
$16K | 3.5% | +306.7% | Jun 2020 | Mar 2020 | |
| 🔒Register for free to view | $14K | 3.1% | +267.2% | Jun 2020 | Mar 2020 | |
| 🔒Register for free to view | $14K | 3.0% | +76.7% | Feb 2015 | Sep 2015 | |
| 🔒Register for free to view | $12K | 2.7% | +219.5% | May 2015 | Apr 2015 | |
| 🔒Register for free to view | $6K | 1.3% | +54.8% | Dec 2017 | Nov 2017 | |
| 🔒Register for free to view | $6K | 1.2% | -27.6% | Apr 2021 | Mar 2021 | |
| 🔒Register for free to view | $5K | 1.2% | +37.3% | Jun 2020 | Mar 2020 | |
| 🔒Register for free to view | $3K | 0.8% | -11.7% | Jun 2020 | Mar 2020 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-04-14 153d ago | — | PDF → |
| 2 | Annual | 2025-05-14 488d ago | — | PDF → |
| 3 | Annual | 2024-05-04 863d ago | — | PDF → |
| 4 | Annual | 2023-05-13 1220d ago | — | PDF → |
| 5 | PTR | 2023-05-12 1221d ago | 22 | PDF → |
| 6 | Annual | 2022-05-23 1575d ago | — | PDF → |
| 7 | Annual | 2021-08-12 1859d ago | — | 🔒Register for free to view |
| 8 | PTR | 2021-05-19 1944d ago | 1 | 🔒Register for free to view |
| 9 | PTR | 2021-04-02 1991d ago | 1 | 🔒Register for free to view |
| 10 | PTR | 2021-02-01 2051d ago | 17 | 🔒Register for free to view |
| 11 | PTR | 2021-01-13 2070d ago | 1 | 🔒Register for free to view |
| 12 | PTR | 2020-09-04 2201d ago | 1 | 🔒Register for free to view |
| 13 | PTR | 2020-06-17 2280d ago | 1 | 🔒Register for free to view |
| 14 | Annual | 2020-06-17 2280d ago | — | 🔒Register for free to view |
| 15 | PTR | 2020-06-01 2296d ago | 5 | 🔒Register for free to view |
| 16 | Annual | 2019-05-07 2687d ago | — | 🔒Register for free to view |
| 17 | PTR | 2019-04-29 2695d ago | 1 | 🔒Register for free to view |
| 18 | Annual | 2018-05-06 3053d ago | — | 🔒Register for free to view |
| 19 | PTR | 2017-12-15 3195d ago | 2 | 🔒Register for free to view |
| 20 | PTR | 2017-09-09 3292d ago | 4 | 🔒Register for free to view |
| 21 | PTR | 2017-06-15 3378d ago | 1 | 🔒Register for free to view |
| 22 | Annual | 2017-05-14 3410d ago | — | 🔒Register for free to view |
| 23 | PTR | 2017-03-15 3470d ago | 2 | 🔒Register for free to view |
| 24 | PTR | 2017-03-15 3470d ago | 4 | 🔒Register for free to view |
| 25 | Annual | 2016-05-13 3776d ago | — | 🔒Register for free to view |
| 26 | PTR | 2016-04-11 3808d ago | 3 | 🔒Register for free to view |
| 27 | PTR | 2016-03-14 3836d ago | 2 | 🔒Register for free to view |
| 28 | PTR | 2015-10-11 3991d ago | 9 | 🔒Register for free to view |
| 29 | PTR | 2015-10-05 3997d ago | 8 | 🔒Register for free to view |
| 30 | PTR | 2015-10-05 3997d ago | 1 | 🔒Register for free to view |
| 31 | PTR | 2015-09-14 4018d ago | 1 | 🔒Register for free to view |
| 32 | PTR | 2015-09-11 4021d ago | 8 | 🔒Register for free to view |
| 33 | PTR | 2015-08-15 4048d ago | 1 | 🔒Register for free to view |
| 34 | PTR | 2015-06-09 4115d ago | 1 | 🔒Register for free to view |
| 35 | Annual | 2015-05-12 4143d ago | — | 🔒Register for free to view |
| 36 | PTR | 2015-05-11 4144d ago | 1 | 🔒Register for free to view |
| 37 | PTR | 2015-05-06 4149d ago | 5 | 🔒Register for free to view |
| 38 | PTR | 2015-04-12 4173d ago | 1 | 🔒Register for free to view |
| 39 | PTR | 2015-02-13 4231d ago | 9 | 🔒Register for free to view |
| 40 | PTR | 2015-01-10 4265d ago | 1 | 🔒Register for free to view |
| 41 | PTR | 2014-12-15 4291d ago | 1 | 🔒Register for free to view |
| 42 | PTR | 2014-11-11 4325d ago | 6 | 🔒Register for free to view |
| 43 | PTR | 2014-09-14 4383d ago | 1 | 🔒Register for free to view |
| 44 | PTR | 2014-08-13 4415d ago | 2 | 🔒Register for free to view |
| 45 | PTR | 2014-07-10 4449d ago | 10 | 🔒Register for free to view |
| 46 | Annual | 2014-05-14 4506d ago | — | 🔒Register for free to view |
| 47 | PTR | 2014-05-03 4517d ago | 2 | 🔒Register for free to view |
| 48 | PTR | 2014-04-15 4535d ago | 13 | 🔒Register for free to view |
| 49 | PTR | 2014-03-13 4568d ago | 1 | 🔒Register for free to view |
| 50 | Annual | 2013-05-15 4870d ago | — | 🔒Register for free to view |
| 51 | Annual | 2012-05-10 5240d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.