Business · Congress trades · House

Ed Case

Democrat Every stock trade Ed Case reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades20
Buys / sales14 / 6
Estimated volume$453KMiddle of each reported range
Trades that beat the market92.9%13 of 14: did better than the same money in the S&P 500 that day
Typical trade vs. the market+16.8%The middle trade: half did better, half worse
Disclosed late7Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

AAPL · bought May 16, 2024, $1,001 - $15,000

+34.9% vs. the S&P 500 since

Worst-timed trade

KMI · sold May 3, 2021, $1,001 - $15,000

−5.6% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since June 30, 2021: +58.9% against +74.5% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-25%0%+25%+50%+75%+100%20222023202420252026June 30, 2021: portfolio +0.0%, S&P 500 +0.0%September 30, 2021: portfolio +4.1%, S&P 500 +0.3%December 31, 2021: portfolio +24.1%, S&P 500 +11.0%March 31, 2022: portfolio +13.8%, S&P 500 +5.5%June 30, 2022: portfolio −5.2%, S&P 500 −11.9%September 30, 2022: portfolio −14.0%, S&P 500 −16.6%December 31, 2022: portfolio −11.5%, S&P 500 −10.7%March 31, 2023: portfolio +6.4%, S&P 500 −4.4%June 30, 2023: portfolio +25.7%, S&P 500 +3.6%September 30, 2023: portfolio +16.6%, S&P 500 −0.1%December 31, 2023: portfolio +38.8%, S&P 500 +11.0%March 31, 2024: portfolio +55.3%, S&P 500 +22.2%June 30, 2024: portfolio +65.0%, S&P 500 +27.1%September 30, 2024: portfolio +60.3%, S&P 500 +34.0%December 31, 2024: portfolio +58.9%, S&P 500 +36.9%March 31, 2025: portfolio +41.4%, S&P 500 +30.7%June 30, 2025: portfolio +74.7%, S&P 500 +44.3%September 30, 2025: portfolio +88.9%, S&P 500 +55.6%December 31, 2025: portfolio +83.1%, S&P 500 +59.3%March 31, 2026: portfolio +50.0%, S&P 500 +51.9%June 30, 2026: portfolio +58.9%, S&P 500 +74.5%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
MSFTMicrosoft58.6%$161K
AAPLApple Inc.41.4%$114K

Most traded: AAPL (10), FDRXX (2), PG (1), MRIN (1), MO (1), KMI (1), MSFT (1)

Every trade

TradedWhatStockAmountVs. the market since
August 13, 2026Bought SpouseAAPLApple Inc. - Common Stock (AAPL)$1,001 - $15,0001+13.3%
May 14, 2026Bought SpouseAAPLApple Inc. - Common Stock (AAPL)$1,001 - $15,0002+12.0%
November 13, 2025LATEBought SpouseAAPLApple Inc. - Common Stock (AAPL)$1,001 - $15,0003+11.0%
August 14, 2025LATEBoughtAAPLF S: New D: Automatic dividend reinvestment. SP Ap$1,001 - $15,0003+27.9%
May 15, 2025LATEBoughtAAPLF S: New D: Automatic dividend reinvestment. SP Ap$1,001 - $15,0003+31.7%
February 13, 2025LATEBoughtAAPLF S: New D: Automatic dividend reinvestment. SP Ap$1,001 - $15,0003+15.6%
November 14, 2024LATEBoughtAAPLF S: New D: Automatic dividend reinvestment. SP Ap$1,001 - $15,0003+20.4%
August 15, 2024LATEBoughtAAPLF S: New D: Automatic dividend reinvestment. SP Ap$1,001 - $15,0003+13.3%
May 16, 2024LATEBought SpouseAAPLApple Inc. - Common Stock (AAPL)$1,001 - $15,0003+34.9%
February 12, 2026Bought SpouseAAPLApple Inc. - Common Stock (AAPL)$1,001 - $15,0004+17.9%
December 1, 2025Sold SpousePGProcter & Gamble Company (PG)$1,001 - $15,0005+6.9%
July 6, 2021BoughtFidelity Balanced (FBAlX)$50,001 - $100,0006–
July 6, 2021SoldFDRXXIlINg S TATuS : New l OCATION : uS D ESCRIPTION : Purchase FIdelity go$50,001 - $100,0006–
July 2, 2021SoldFDRXXIlINg S TATuS : New l OCATION : uS D ESCRIPTION : Sale Fidelity govern$1,001 - $15,0006–
July 2, 2021BoughtMRINIlINg S TATuS : New l OCATION : uS D ESCRIPTION : Sale Marin Software $1,001 - $15,0006–
May 3, 2021SoldMOAltria group, Inc. (MO)$50,001 - $100,0007+31.9%
May 3, 2021Boughtg fedcF IlINg S TATuS : New Fidelity government Cash Reserves$15,001 - $50,0007–
May 3, 2021SoldfedcF IlINg S TATuS : New l OCATION : uS D ESCRIPTION : Purchase gener$1,001 - $15,0007–
May 3, 2021SoldKMIg fedcF IlINg S TATuS : New Kinder Morgan, Inc. (KMI)$1,001 - $15,0007−5.6%
May 3, 2021BoughtMSFTg fedcF IlINg S TATuS : New Microsoft Corporation (MSFT)$50,001 - $100,0007+29.6%

Sources

Each trade links to the report it was filed on.

  1. 1
    Ed Case: periodic transaction report filed August 18, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035275.pdf
    H20035275
  2. 2
    Ed Case: periodic transaction report filed May 31, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034668.pdf
    H20034668
  3. 3
    Ed Case: periodic transaction report filed April 6, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034221.pdf
    H20034221
  4. 4
    Ed Case: periodic transaction report filed March 14, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034176.pdf
    H20034176
  5. 5
    Ed Case: periodic transaction report filed December 24, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033691.pdf
    H20033691
  6. 6
    Ed Case: periodic transaction report filed July 25, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019152.pdf
    H20019152
  7. 7
    Ed Case: periodic transaction report filed May 9, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018706.pdf
    H20018706