Ed Case
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-29. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -1.0% | -2.1% | +1.1% |
| 1 month | -13.4% | -3.6% | -9.8% |
| 1 quarter | +8.8% | +15.0% | -6.2% |
| Year to date | -13.8% | +7.2% | -20.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-04-10 | $3M – $9.4M |
| 2024 | 2025-05-05 | $2.7M – $8.6M |
| 2023 | 2025-02-03 | $2M – $4.4M |
| 2022 | 2025-02-03 | $2.1M – $4.7M |
| 2021 | 2022-06-05 | $2.7M – $6M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-14 | AAPL | Buy | SP | $1K - $15K | 2026-05-31 | 17d |
| 2026-02-12 | AAPL | Buy | SP | $1K - $15K | 2026-03-14 | 30d |
| 2025-12-01 | PG | Sell | SP | $1K - $15K | 2025-12-24 | 23d |
| 2025-11-13 | AAPL | Buy | SP | $1K - $15K | 2026-04-06 | 144d late |
| 2025-08-14 | AAPL | Buy | SP | $1K - $15K | 2026-04-06 | 235d late |
| 2025-05-15 | AAPL | Buy | SP | $1K - $15K | 2026-04-06 | 326d late |
| 2025-02-13 | AAPL | Buy | SP | $1K - $15K | 2026-04-06 | 417d late |
| 2024-11-14 | AAPL | Buy | SP | $1K - $15K | 2026-04-06 | 508d late |
| 2024-08-15 | AAPL | Buy | SP | $1K - $15K | 2026-04-06 | 599d late |
| 2024-05-16 | AAPL | Buy | SP | $1K - $15K | 2026-04-06 | 690d late |
| 2021-05-03 | MO | Sell | — | $50K - $100K | 2021-05-09 | 6d |
| 2021-05-03 | GE | Sell | — | $1K - $15K | 2021-05-09 | 6d |
| 2021-05-03 | KMI | Sell | — | $1K - $15K | 2021-05-09 | 6d |
| 2021-05-03 | MSFT | Buy | — | $50K - $100K | 2021-05-09 | 6d |