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
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.
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 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.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
By year: 2026 ·
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| AAPL Apple Inc. - Common Stock | 10 | 10 | 0 |
| PG Procter & Gamble Company | 1 | 0 | 1 |
| MSFT Microsoft Corporation - Common Stock | 1 | 1 | 0 |
| MRIN Marin Software Incorporated | 1 | 1 | 0 |
| MO Altria Group, Inc. | 1 | 0 | 1 |
| KMI Kinder Morgan, Inc. Common Stock | 1 | 0 | 1 |
| GE GE Aerospace Common Stock | 1 | 0 | 1 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Ed Case with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2026-08-18 | 2026-08-13 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-05-31 | 2026-05-14 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-04-06 | 2025-11-13 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-04-06 | 2025-08-14 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-04-06 | 2025-05-15 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-04-06 | 2025-02-13 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-04-06 | 2024-11-14 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-04-06 | 2024-08-15 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-04-06 | 2024-05-16 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2026-03-14 | 2026-02-12 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2025-12-24 | 2025-12-01 | Sale | PG Procter & Gamble Company | $1,001 - $15,000 | Source |
| 2021-07-25 | 2021-07-06 | Buy | Fidelity Balanced | $50,001 - d $100,000 | Source |
| 2021-07-25 | 2021-07-06 | Sale | FIdelity government Cash Reserves | $50,001 - c $100,000 | Source |
| 2021-07-25 | 2021-07-02 | Buy | MRIN Marin Software Incorporated | $1,001 - $15,000 f | Source |
| 2021-07-25 | 2021-07-02 | Sale | FIdelity government Cash Reserves | $1,001 - $15,000 c | Source |
| 2021-05-09 | 2021-05-03 | Buy | MSFT Microsoft Corporation - Common Stock | $50,001 - f $100,000 | Source |
| 2021-05-09 | 2021-05-03 | Sale | MO Altria Group, Inc. | $50,001 - c $100,000 | Source |
| 2021-05-09 | 2021-05-03 | Buy | Fidelity government Cash Reserves | $15,001 - c $50,000 | Source |
| 2021-05-09 | 2021-05-03 | Sale | GE GE Aerospace Common Stock | $1,001 - $15,000 g | Source |
| 2021-05-09 | 2021-05-03 | Sale | KMI Kinder Morgan, Inc. Common Stock | $1,001 - $15,000 d | Source |
Members who trade the same stocks
- K. Michael Conaway Republican, 6 stocks in common
- Alan Armstrong Republican, 6 stocks in common
- Nicholas Van Taylor Republican, 6 stocks in common
- Josh Gottheimer Democrat, 5 stocks in common
- Gilbert Cisneros Democrat, 5 stocks in common
- Sheldon Whitehouse Democrat, 5 stocks in common
- Thomas Suozzi Democrat, 5 stocks in common
- Kathy Manning Democrat, 5 stocks in common
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.