Ed Case portrait
House

Ed Case

Democratic · HI · District 1

Official website ↗
Transactions
20
Total transactions associated with this filer
Disclosed purchases
14
$126.0K – $415.0K
Average modeled return
+49.7%
12 of 14 purchases modeled
Average vs. S&P 500
+20.1%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

12 most recent modeled purchases. The summary and table include all modeled purchases.

MARKET ANALYSIS

Modeled purchase performance · Since purchase

12 of 14 disclosed purchases have modeled returns for this period. 2 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
AAPL
Apple Inc.
May 16, 2024Nov 6, 2026+82.1%+43.2%+38.9%
AAPL
Apple Inc.
May 15, 2025Nov 6, 2026+62.7%+26.6%+36.1%
AAPL
Apple Inc.
Aug 14, 2025Nov 6, 2026+47.6%+15.6%+32.1%
MSFT
MICROSOFT CORP
May 3, 2021Nov 6, 2026+120.4%+89.2%+31.2%
AAPL
Apple Inc.
Nov 14, 2024Nov 6, 2026+51.1%+26.8%+24.3%
AAPL
Apple Inc.
Feb 12, 2026Nov 6, 2026+31.0%+8.8%+22.3%
AAPL
Apple Inc.
Feb 13, 2025Nov 6, 2026+42.6%+23.0%+19.7%
AAPL
Apple Inc.
Aug 13, 2026Nov 6, 2026+12.2%-5.2%+17.4%
AAPL
Apple Inc.
Aug 15, 2024Nov 6, 2026+53.6%+36.4%+17.2%
AAPL
Apple Inc.
May 14, 2026Nov 6, 2026+14.9%-1.2%+16.1%
AAPL
Apple Inc.
Nov 13, 2025Nov 6, 2026+25.8%+10.6%+15.2%
FBALX
Fidelity Balanced (FBALX)
Jul 6, 2021Nov 6, 2026+52.6%+82.2%-29.6%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 1 · 20 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
AAPL
Apple Inc.
Aug 13, 2026purchase$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
May 14, 2026purchase$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
Feb 12, 2026purchase$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Dec 1, 2025sale$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
Nov 13, 2025purchase$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
Aug 14, 2025purchase$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
May 15, 2025purchase$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
Feb 13, 2025purchase$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
Nov 14, 2024purchase$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
Aug 15, 2024purchase$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
May 16, 2024purchase$1.0K – $15.0KFiling ↗
FDRXX
g fedcF IlINg S TATuS : New l OCATION : uS D ESCRIPTION : Sale Fidelity government Cash Reserves
Jul 6, 2021sale$50.0K – $100.0KFiling ↗
FBALX
Fidelity Balanced (FBALX)
Jul 6, 2021purchase$50.0K – $100.0KFiling ↗
MRIN
g fedcF IlINg S TATuS : New l OCATION : uS D ESCRIPTION : Sale Marin Software Incorporated
Jul 2, 2021purchase$1.0K – $15.0KFiling ↗
FDRXX
g fedcF IlINg S TATuS : New l OCATION : uS D ESCRIPTION : Sale Fidelity government Cash Reserves
Jul 2, 2021sale$1.0K – $15.0KFiling ↗
FDRXX
g fedcF IlINg S TATuS : New l OCATION : uS D ESCRIPTION : Sale Fidelity government Cash Reserves
May 3, 2021purchase$15.0K – $50.0KFiling ↗
GE
GENERAL ELECTRIC CO
May 3, 2021sale$1.0K – $15.0KFiling ↗
KMI
KINDER MORGAN, INC.
May 3, 2021sale$1.0K – $15.0KFiling ↗
MO
ALTRIA GROUP, INC.
May 3, 2021sale$50.0K – $100.0KFiling ↗
MSFT
MICROSOFT CORP
May 3, 2021purchase$50.0K – $100.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
20251007449722PARTIALFiling ↗
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians