Disclosed transactions
20 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Ed Case
Democrat — D–HI-1 · U.S. House · serving since 2003 · House Committee on Appropriations · member ID C001055
- Disclosures
- 20
- 7 filings · 0 paper · retained
- Purchases minus sales over the trailing 12 months, summed from the statutory ranges on each filing — an interval, not an estimate of value.
- −$11.0K to $59.0K
- purchases − sales · an interval
- Distinct tickers
- 9
- across every disclosed row
- Late filings
- 7
- filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗ · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
26Q4
gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD
Disclosed flow by quarter. 25Q1: purchases $1K–$15K, no sales; 25Q2: purchases $1K–$15K, no sales; 25Q3: purchases $1K–$15K, no sales; 25Q4: purchases $1K–$15K, sales $1K–$15K; 26Q1: purchases $1K–$15K, no sales; 26Q2: purchases $1K–$15K, no sales; 26Q3: purchases $1K–$15K, no sales; 26Q4: no purchases, no sales
Net disclosed flow by ticker
PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 1 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | The issuer as the ticker's newest trade names it, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. No code is shown as words here, since the row nets every trade in the ticker. A name that differs from the filing in any other way is a button: its note gives the text as filed and its code. The filing itself is the exact record. | net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero·§ | Last traded |
|---|---|---|---|---|---|---|---|
| NET BUY | FBALX | As filed: Fidelity Balanced (FBAlX) [OT] · type code OT: Other | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation | 2021-07-06 |
| NET BUY | MSFT | Microsoft Corporation | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-05-03 |
| NET BUY | AAPL | Apple Inc. | Purchases $10K–$150K; sales — | 10 | 0 | $10.0K to $150K net accumulation≈ | 2026-08-13 |
| NET BUY | MRIN | Marin Software Incorporated | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-07-02 |
| NET SELL | GE | As filed: general Electric Company (gE) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2021-05-03 |
| NET SELL | KMI | Kinder Morgan, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-05-03 |
| NET SELL | PG | Procter & Gamble Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-12-01 |
| NET SELL | MO | Altria group, Inc. | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal | 2021-05-03 |
| NET SELL | FDRXX | As filed: FIdelity government Cash Reserves (FDRXX) [OT] · type code OT: Other | Purchases —; sales $51K–$115K | 0 | 2 | −$115K to −$51.0K net disposal≈ | 2021-07-06 |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- median days between trade date and filing date, over rows that disclose both
- +23dfaster than chamber — median +28d
- machine-readable transaction rows per distinct source filing
- 2.9below median — median 3.2
- 75%small-lot profile — median 69%
- 70%above median — median 47%
- 45%family accounts — median 97%
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 7 · transactions: 20 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $5K–$75K · median days between trade date and filing date, over rows that disclose both: +23d · rows filed past the STOCK Act's 45-day window: 7
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-10-01| Sector | Trades | Flow range |
|---|---|---|
| Manufacturing | 13 | $62K–$280K |
| Services | 1 | $50K–$100K |
| Transportation, Communications, Electric, Gas, and Sanitary Services | 1 | $1K–$15K |
| ticker not resolved to an issuer coverage | 4 | $102K–$230K |
| no ticker disclosed coverage | 1 | $15K–$50K |
Sector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
All disclosed transactions
20 rows · filed date desc · as of 2026-10-01 13:54 UTC| Kind | Ticker | The asset as filed, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. Any other code is shown as its words from that list; a code not on it keeps its brackets. A name that differs from the filing in any other way is a button: its note gives the text as filed. The filing itself is the exact record. | Filings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +5d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +17d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·144d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·235d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·326d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·417d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·508d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·599d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·690d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +30d | ||
| SELL | PG | Procter & Gamble Company | SP (spouse-owned) | $1K–$15K | Traded → Filed +23d | ||
| SELL | FDRXX | As filed: FIdelity government Cash Reserves (FDRXX) [OT] | — | $50K–$100K | Traded → Filed +19d | ||
| BUY | FBALX | As filed: Fidelity Balanced (FBAlX) [OT] | — | $50K–$100K | Traded → Filed +19d | ||
| SELL | FDRXX | As filed: Fidelity government Cash Reserves (FDRXX) [OT] | — | $1K–$15K | Traded → Filed +23d | ||
| BUY | MRIN | Marin Software Incorporated | — | $1K–$15K | Traded → Filed +23d | ||
| BUY | — | As filed: Fidelity government Cash Reserves [OT] | — | $15K–$50K | no ticker | Traded → Filed +6d | |
| SELL | KMI | Kinder Morgan, Inc. | — | $1K–$15K | Traded → Filed +6d | ||
| SELL | GE | As filed: general Electric Company (gE) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| BUY | MSFT | Microsoft Corporation | — | $50K–$100K | Traded → Filed +6d | ||
| SELL | MO | Altria group, Inc. | — | $50K–$100K | Traded → Filed +6d |
Each row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–20 of 20 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-18 | 1 | |
| 2026-05-31 | 1 | |
| 2026-04-06 | 7 | |
| 2026-03-14 | 1 | |
| 2025-12-24 | 1 | |
| 2021-07-25 | 4 | |
| 2021-05-09 | 5 |
Signals
window 2026-07-03 → 2026-10-01No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower boundRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-10-01 · jurisdiction mapping v1Serves on: House Committee on Appropriations
No overlaps found within the MAPPED committee jurisdictions · 7 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 8 trades touch committees outside the jurisdiction mapping (HSAP) — unanswerable there, not cleared.
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
Additional disclosure analysis
Most-disclosed tickers
trailing 24mReporting window
Published 2026-10-01
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.