79% of trades were $15,000 or less
Those 15 trades carry about 28.6% of the disclosed dollars, by the midpoints of the ranges.
Ed Case (HI-1) disclosed a net worth range between $3M and $9.4M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Those 15 trades carry about 28.6% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 23 days after it was made, and 7 of 19 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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.
| 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 |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-08-13 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-08-18 | 5d |
| 2026-05-14 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-05-31 | 17d |
| 2026-02-12 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-03-14 | 30d |
| 2025-12-01 | PG ST · Procter & Gamble Company (PG) | Sell | SP | $1K - $15K | 2025-12-24 | 23d |
| 2025-11-13 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-04-06 | 144d late |
| 2025-08-14 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-04-06 | 235d late |
| 2025-05-15 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-04-06 | 326d late |
| 2025-02-13 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-04-06 | 417d late |
| 2024-11-14 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-04-06 | 508d late |
| 2024-08-15 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-04-06 | 599d late |
| 2024-05-16 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Buy | SP | $1K - $15K | 2026-04-06 | 690d late |
| 2021-07-06 | FDRXX OT · FIdelity government Cash Reserves (FDRXX) | Sell | — | $50K - $100K | 2021-07-25 | 19d |
| 2021-07-06 | FBALX OT · Fidelity Balanced (FBAlX) | Buy | — | $50K - $100K | 2021-07-25 | 19d |
| 2021-07-02 | FDRXX OT · Fidelity government Cash Reserves (FDRXX) | Sell | — | $1K - $15K | 2021-07-25 | 23d |
| 2021-07-02 | MRIN ST · Marin Software Incorporated (MRIN) | Buy | — | $1K - $15K | 2021-07-25 | 23d |
| 2021-05-03 | MO ST · Altria group, Inc. (MO) | Sell | — | $50K - $100K | 2021-05-09 | 6d |
| 2021-05-03 | GE ST · general Electric Company (gE) | Sell | — | $1K - $15K | 2021-05-09 | 6d |
| 2021-05-03 | KMI ST · Kinder Morgan, Inc. (KMI) | Sell | — | $1K - $15K | 2021-05-09 | 6d |
| 2021-05-03 | MSFT ST · Microsoft Corporation (MSFT) | Buy | — | $50K - $100K | 2021-05-09 | 6d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
The assets Ed Case itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Apple Inc. (AAPL) | ST |
$2.5K - $5K
Dividends
|
$1M - $5M |
| Alliant Credit Union | BA |
$5K - $15K
Dividends
|
$250K - $500K |
| Amazon.com, Inc. (AMZN) | ST | — | $250K - $500K |
| US Equity Index | MF | — | $250K - $500K |
| Vanguard Target 2020 | MF | — | $250K - $500K |
| Fidelity Balanced | MF |
$5K - $15K
Capital Gains, Dividends
|
$100K - $250K |
| Johnson & Johnson (JNJ) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Microsoft Corporation (MSFT) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Vanguard FTSE Developed Mkts | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Vanguard High Dividend Yield | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Vanguard Intl Divid Apprec | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Vanguard Long Term Treasury | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Vanguard Target 2015 | MF | — | $100K - $250K |
| Vanguard Equity Income Fund Admiral Shares (VEIRX) | MF |
Dividends
|
$50K - $100K |
| Vanguard Health Care Admiral CL | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Vanguard Total Bond Market | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class (FFIZX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Fidelity Government Cash Reserves | MF |
$2.5K - $5K
Dividends
|
$15K - $50K |
| Hawaii State Federal Credit Union | BA |
Dividends
|
$1K - $15K |
| Vanguard Federal Money Market | OT |
$1 - $200
Dividends
|
$1 - $1K |
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
The latest annual report lists no liability with a disclosed value bracket.