Ed Case (D-HI-1), a current Democratic member of the House, has disclosed 20 trades since 2021: 14 purchases worth about $270.51K and 6 sales worth about $182.00K, in 9 stocks. Most traded: AAPL, FDRXX, FBALX. As a portfolio, their stock holdings and trades returned +130.6% from May 2021, against +81.0% for the S&P 500. Trades took a median 23 days to be disclosed; 7 came late.
Ed Case’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2021: +130.6%, against +81.0% for SPY; the largest fall on the way was -33.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Case | Nov 2025 | +21.7% | +10.1% | +11.6% | – | -13.7% | 1.05 | 0.64 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Case | Nov 2023 | +88.7% | +72.6% | +16.1% | +23.7% | -29.2% | 1.05 | 1.03 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Case | Nov 2021 | +102.8% | +61.1% | +41.7% | +15.2% | -33.2% | 0.69 | 1.15 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Case | Jan 2026 | +22.5% | +10.1% | +12.4% | – | -12.1% | 1.22 | 0.65 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Case | May 2021 | +130.6% | +81.0% | +49.6% | +16.4% | -33.2% | 0.75 | 1.15 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $3.91M | 82.6% | +29.8% | 10 | 10 | 0 | $80.01K | $0.00 | +20.8% | Aug 13, 2026 |
| MSFTMicrosoft Corp | Technology | $239.29K | 5.0% | +36.7% | 1 | 1 | 0 | $75.00K | $0.00 | +21.5% | May 3, 2021 |
| FDRXXFidelity Government Cash Reserves | – | Closed | – | – | 3 | 1 | 2 | $32.50K | $83.00K | – | Jul 6, 2021 |
| FBALXFidelity Balanced | – | Closed | – | – | 1 | 1 | 0 | $75.00K | $0.00 | -71.9% | Jul 6, 2021 |
| MOAltria Group, Inc. | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | May 3, 2021 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | May 3, 2021 |
| KMIKinder Morgan, Inc. | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | May 3, 2021 |
| MRINMARIN SOFTWARE INC | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Jul 2, 2021 |
| PGPROCTER & GAMBLE Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 1, 2025 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | Aug 13, 2026 | Aug 18, 2026 | 5d | +10.8% | +14.1% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | May 14, 2026 | May 31, 2026 | 17d | +13.5% | +12.9% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | May 16, 2024 | Apr 6, 2026 | 690d late | +78.2% | +35.9% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | Aug 15, 2024 | Apr 6, 2026 | 599d late | +50.6% | +14.6% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | Nov 14, 2024 | Apr 6, 2026 | 508d late | +48.2% | +21.5% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | Feb 13, 2025 | Apr 6, 2026 | 417d late | +40.1% | +16.7% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | May 15, 2025 | Apr 6, 2026 | 326d late | +60.0% | +32.6% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | Aug 14, 2025 | Apr 6, 2026 | 235d late | +45.3% | +28.7% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | Nov 13, 2025 | Apr 6, 2026 | 144d late | +23.9% | +12.0% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $1K–$15K | Feb 12, 2026 | Mar 14, 2026 | 30d | +29.3% | +18.9% | |
| PGProcter & Gamble Company | Spouse | Sell | $1K–$15K | Dec 1, 2025 | Dec 24, 2025 | 23d | +11.0% | +0.4% | |
| FBALXFidelity Balanced | Self | Buy | $50K–$100K | Jul 6, 2021 | Jul 25, 2021 | 19d | +1.8% | -71.9% | |
| FDRXXFIdeLity Government Cash Reserves | Self | Sell | $50K–$100K | Jul 6, 2021 | Jul 25, 2021 | 19d | – | – | |
| FDRXXFidelity Government Cash Reserves | Self | Sell | $1K–$15K | Jul 2, 2021 | Jul 25, 2021 | 23d | – | – | |
| MRINMarin Software Incorporated | Self | Buy | $1K–$15K | Jul 2, 2021 | Jul 25, 2021 | 23d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Ed Case (D-HI-1), a current Democratic member of the House, has disclosed 20 trades since 2021: 14 purchases worth about $270.51K and 6 sales worth about $182.00K, in 9 stocks. Most traded: AAPL, FDRXX, FBALX. As a portfolio, their stock holdings and trades returned +130.6% from May 2021, against +81.0% for the S&P 500. Trades took a median 23 days to be disclosed; 7 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Ed Case still holds 2 stocks; the largest are AAPL (about $3.91M), MSFT (about $239.29K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +130.6% from May 2021 to November 2026, against +81.0% for the S&P 500, with a largest fall of -33.2%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 23 days to be disclosed. 7 of 20 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.