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Ed Case

Representative

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.

Stock Est. shares Est. value Weight
MSFT 310 $116.9K 57.4%
AAPL 306 $86.8K 42.6%

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.

Latest net worth (band)
$3M – $9.4M
Reporting year
2025
Disclosed assets
20
Disclosed liabilities
0

Net worth band by reporting year

2021 2022 2023 2024 2025
Year Net worth band
2025 $3M – $9.4M
2024 $2.7M – $8.6M
2023 $2M – $4.4M
2022 $2.1M – $4.7M
2021 $2.7M – $6M

Recent stock trades

Disclosed trades
14
Avg. disclosure lag
215.2 days
Filed past 45-day deadline
50%
Date Stock Type Amount
2026-05-14 AAPL Buy $1K - $15K
2026-02-12 AAPL Buy $1K - $15K
2025-12-01 PG Sell $1K - $15K
2025-11-13 AAPL Buy $1K - $15K
2025-08-14 AAPL Buy $1K - $15K
2025-05-15 AAPL Buy $1K - $15K
2025-02-13 AAPL Buy $1K - $15K
2024-11-14 AAPL Buy $1K - $15K
2024-08-15 AAPL Buy $1K - $15K
2024-05-16 AAPL Buy $1K - $15K
2021-05-03 MO Sell $50K - $100K
2021-05-03 GE Sell $1K - $15K
2021-05-03 KMI Sell $1K - $15K
2021-05-03 MSFT Buy $50K - $100K