SIMPSON PSB FUND
CIK 1047425 · last filed 2018-04-18
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$96.52M
Companies
1
Total Filings
41
Lifetime Open-Market Net
-$89.35M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SSD | 467,224 | $206.58 | $96.52M | -$89.35M | 41 | 2018-04-18 |
Recent Filings · Page 3 of 5
41 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2016-05-06 | SSD | Sell (S) | −48,083 | -$1.83M | EDGAR |
| 2016-04-28 | SSD | Sell (S) | −56,287 | -$2.16M | EDGAR |
| 2016-04-22 | SSD | Sell (S) | −24,360 | -$926.6K | EDGAR |
| 2015-10-26 | SSD | Sell (S) | −136,000 | -$5.08M | EDGAR |
| 2015-06-30 | SSD | Sell (S) | −60,000 | -$2.06M | EDGAR |
| 2015-05-06 | SSD | Gift (G) | +1,000,000 | $32.89M | EDGAR |
| 2015-04-10 | SSD | Gift (G) | +853,000 | $30.89M | EDGAR |
| 2015-03-25 | SSD | Sell (S) | −5,000 | -$185.9K | EDGAR |
| 2015-02-27 | SSD | Sell (S) | −40,000 | -$1.44M | EDGAR |
| 2014-03-27 | SSD | Gift (G) | +145,000 | $5.09M | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.