Congress Watch

Ed Case stock trades

Ed Case is a member of the U.S. House (Democrat, HI). Filings in this dataset run from 2021-05-09 to 2026-08-18 and list 20 stock transactions: 14 purchases and 6 sales. The median filing came 23 days after the trade; 7 of 20 were filed after the 45-day deadline.

Backtest copying Ed Case this year

20transactions
14purchases
6sales
23 dmedian delay to file

What copying Ed Case would have returned

$10,000 invested on 2021-05-09, buying and selling the same stocks 3 days after each filing became public, ended at $11,062 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $18,278.

That headline is diluted by cash: on average only 9% of the money was invested, because the portfolio holds a few small positions. On the 1,381 days it did hold stocks, the copied holdings returned +15.1% a year against +12.0% for the S&P 500 over the same days: 3.1 percentage points ahead of the index.

+15.1%copied holdings, per year
+12.0%S&P 500, same days
9%avg share invested
5trades executed
Value of $10,000 copying Ed Case versus the S&P 5008,11411,04713,98116,91419,8472021-052024-022026-11Copy portfolioS&P 500 (SPY)Buy MSFT, 2021-05-12Buy AAPL, 2026-03-17Buy AAPL, 2026-04-09Buy AAPL, 2026-06-03Buy AAPL, 2026-08-21

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return copying Ed CaseJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: -1.0%Feb 2026: -0.7%Mar 2026: -0.4%Apr 2026: +1.3%May 2026: +2.4%Jun 2026: -2.7%Jul 2026: +2.9%Aug 2026: +1.3%Sep 2026: +1.1%Oct 2026: +0.9%Nov 2026: +0.0%Dec 2026: no activity2025Jan 2025: -0.1%Feb 2025: -0.3%Mar 2025: -0.4%Apr 2025: +0.4%May 2025: +1.3%Jun 2025: +0.7%Jul 2025: +0.7%Aug 2025: -0.5%Sep 2025: +0.2%Oct 2025: -0.0%Nov 2025: -0.5%Dec 2025: -0.2%2024Jan 2024: +0.4%Feb 2024: +0.3%Mar 2024: +0.1%Apr 2024: -0.6%May 2024: +0.5%Jun 2024: +0.6%Jul 2024: -0.6%Aug 2024: -0.0%Sep 2024: +0.3%Oct 2024: -0.5%Nov 2024: +0.4%Dec 2024: -0.0%2023Jan 2023: +0.2%Feb 2023: +0.0%Mar 2023: +0.8%Apr 2023: +0.4%May 2023: +0.4%Jun 2023: +0.2%Jul 2023: -0.1%Aug 2023: -0.2%Sep 2023: -0.2%Oct 2023: +0.5%Nov 2023: +0.8%Dec 2023: -0.1%2022Jan 2022: -0.5%Feb 2022: -0.2%Mar 2022: +0.2%Apr 2022: -0.6%May 2022: -0.1%Jun 2022: -0.3%Jul 2022: +0.5%Aug 2022: -0.4%Sep 2022: -0.6%Oct 2022: -0.0%Nov 2022: +0.5%Dec 2022: -0.3%2021Jan 2021: no activityFeb 2021: no activityMar 2021: no activityApr 2021: no activityMay 2021: +0.2%Jun 2021: +0.4%Jul 2021: +0.3%Aug 2021: +0.4%Sep 2021: -0.4%Oct 2021: +1.0%Nov 2021: -0.0%Dec 2021: +0.1%

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

5 copy orders were not placed (no price history, no cash left or the position limit was reached) and 4 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

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Activity by year

Disclosed stock transactions per year, Ed Case05102021: 920212025: 120252026: 102026

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Ed CaseJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: no activityFeb 2026: no activityMar 2026: 1 tradeApr 2026: 7 tradesMay 2026: 1 tradeJun 2026: no activityJul 2026: no activityAug 2026: 1 tradeSep 2026: no activityOct 2026: no activityNov 2026: no activityDec 2026: no activity2025Jan 2025: no activityFeb 2025: no activityMar 2025: no activityApr 2025: no activityMay 2025: no activityJun 2025: no activityJul 2025: no activityAug 2025: no activitySep 2025: no activityOct 2025: no activityNov 2025: no activityDec 2025: 1 trade2024Jan 2024: no activityFeb 2024: no activityMar 2024: no activityApr 2024: no activityMay 2024: no activityJun 2024: no activityJul 2024: no activityAug 2024: no activitySep 2024: no activityOct 2024: no activityNov 2024: no activityDec 2024: no activity2023Jan 2023: no activityFeb 2023: no activityMar 2023: no activityApr 2023: no activityMay 2023: no activityJun 2023: no activityJul 2023: no activityAug 2023: no activitySep 2023: no activityOct 2023: no activityNov 2023: no activityDec 2023: no activity2022Jan 2022: no activityFeb 2022: no activityMar 2022: no activityApr 2022: no activityMay 2022: no activityJun 2022: no activityJul 2022: no activityAug 2022: no activitySep 2022: no activityOct 2022: no activityNov 2022: no activityDec 2022: no activity2021Jan 2021: no activityFeb 2021: no activityMar 2021: no activityApr 2021: no activityMay 2021: 4 tradesJun 2021: no activityJul 2021: 1 tradeAug 2021: no activitySep 2021: no activityOct 2021: no activityNov 2021: no activityDec 2021: no activity

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2026 ·

Most traded stocks

StockTradesBuysSales
AAPL Apple Inc. - Common Stock 10100
PG Procter & Gamble Company 101
MSFT Microsoft Corporation - Common Stock 110
MRIN Marin Software Incorporated 110
MO Altria Group, Inc. 101
KMI Kinder Morgan, Inc. Common Stock 101
GE GE Aerospace Common Stock 101

Disclosed transactions

Download stock and fund transactions as CSV · Compare Ed Case with another member

FiledTradedTypeAssetAmountFiling
2026-08-182026-08-13Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-05-312026-05-14Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-04-062025-11-13Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-04-062025-08-14Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-04-062025-05-15Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-04-062025-02-13Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-04-062024-11-14Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-04-062024-08-15Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-04-062024-05-16Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2026-03-142026-02-12Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2025-12-242025-12-01Sale PG Procter & Gamble Company $1,001 - $15,000 Source
2021-07-252021-07-06Buy Fidelity Balanced $50,001 - d $100,000 Source
2021-07-252021-07-06Sale FIdelity government Cash Reserves $50,001 - c $100,000 Source
2021-07-252021-07-02Buy MRIN Marin Software Incorporated $1,001 - $15,000 f Source
2021-07-252021-07-02Sale FIdelity government Cash Reserves $1,001 - $15,000 c Source
2021-05-092021-05-03Buy MSFT Microsoft Corporation - Common Stock $50,001 - f $100,000 Source
2021-05-092021-05-03Sale MO Altria Group, Inc. $50,001 - c $100,000 Source
2021-05-092021-05-03Buy Fidelity government Cash Reserves $15,001 - c $50,000 Source
2021-05-092021-05-03Sale GE GE Aerospace Common Stock $1,001 - $15,000 g Source
2021-05-092021-05-03Sale KMI Kinder Morgan, Inc. Common Stock $1,001 - $15,000 d Source

Members who trade the same stocks

Common questions

Did Ed Case beat the market?
Copying Ed Case's disclosed stock trades 3 days after each filing returned +15.1% a year on the days the money was invested, against +12.0% for the S&P 500 over the same days: 3.1 percentage points ahead of the index. This is a hypothetical backtest from 2021-05-09 to 2026-11-09, not investment advice.
How many stock trades has Ed Case disclosed?
Ed Case disclosed 20 stock transactions between 2021-05-09 and 2026-08-18: 14 purchases and 6 sales.
Which stocks does Ed Case trade most?
The most traded stocks in Ed Case's filings are AAPL (10), PG (1) and MSFT (1), by number of transactions.
How quickly does Ed Case report trades?
The median filing came 23 days after the trade. 7 of 20 filings arrived after the 45-day deadline.

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