Ed Case Stock Trades

Every disclosed transaction tied to Representative Ed Case's household since May 16, 2024 has been an Apple purchase attributed to his spouse, with one exception: a Procter & Gamble sale in December 2025. Nine of the ten most recent transaction rows in the record are Apple buys filed under the same spousal attribution code. The broader sequence comprises ten Apple purchases, each in the $1,001-$15,000 range, running from May 16, 2024 through the most recent one on August 13, 2026. That is a narrow, repetitive pattern, and it stands in sharp contrast to how the disclosure record opens.

Case's disclosed trading history in Quantellect's data spans May 3, 2021 to August 13, 2026, with 20 total transactions: 14 purchases and 6 sales. Eleven of those 20 are coded SP (spouse) and nine are coded SELF, meaning a majority of the record reflects a spouse's activity rather than the congressman's own trades. There is no joint or dependent-child attribution in the record, and no transaction is coded UNKNOWN.

Two distinct chapters in the record

The disclosure history breaks cleanly into two periods. The earliest cluster sits entirely in 2021, when nine transactions occurred, four purchases and five sales, all attributed to Case personally (SELF). The five transactions dated May 3, 2021, and disclosed May 9, were a sale of GE Aerospace (then General Electric) stock, a sale of Altria Group, a purchase of Microsoft, a sale of Kinder Morgan, and a purchase of Fidelity Government Cash Reserves shares, all in disclosed ranges between $1,001 and $100,000. Two months later, four July transactions were disclosed on July 25: two sales of Fidelity Government Cash Reserves, a purchase of Fidelity Balanced fund shares, and a small purchase of Marin Software Incorporated.

After that 2021 cluster, the next transaction dates in the record do not appear until 2024, when the pattern shifts almost entirely to spouse-attributed Apple purchases: three in 2024, five in 2025 (four Apple purchases plus the Procter & Gamble sale), and three so far in 2026, all Apple purchases. All seven Apple transactions dated in 2024 and 2025 were disclosed together on April 6, 2026, well after the underlying trade dates, a gap the raw transaction and disclosure dates make visible even without any inference about cause.

Across the full 20-transaction record, Apple is by far the most frequently disclosed ticker, appearing 10 times, all purchases, with the most recent dated August 13, 2026 and disclosed August 18, 2026 in a House filing. No other disclosed ticker appears more than twice, although one additional Fidelity Government Cash Reserves purchase has no ticker supplied. The full frequency list from the disclosed transaction rows:

• Apple Inc. (AAPL) - 10 transactions, all purchases
• Fidelity Government Cash Reserves (FDRXX) - 2 transactions, both sales
• Fidelity Government Cash Reserves (no ticker supplied) - 1 purchase
• Fidelity Balanced (FBALX) - 1 purchase
• GE Aerospace (GE) - 1 sale
• Kinder Morgan Inc (KMI) - 1 sale
• Altria Group (MO) - 1 sale
• Marin Software Incorporated (MRIN) - 1 purchase
• Microsoft Corporation (MSFT) - 1 purchase
• Procter & Gamble Company (PG) - 1 sale

By sector, Information Technology leads with 11 disclosed transactions (the Apple run plus the single Microsoft purchase), followed by 5 transactions the data classifies as Unknown sector (four involving Fidelity Government Cash Reserves or Fidelity Balanced and one involving Marin Software), 2 in Consumer Staples (the Altria sale and Procter & Gamble sale), 1 in Energy (Kinder Morgan) and 1 in Industrials (GE Aerospace).

What the disclosed names represent

Apple designs and sells the iPhone, Mac, iPad and wearables lines alongside services spanning the App Store, Apple Music, Apple TV, Apple Pay and Apple Card. Microsoft, the lone 2021 technology purchase, spans enterprise software and cloud services through Microsoft 365 and its Intelligent Cloud segment, alongside Windows, Xbox and LinkedIn. GE Aerospace, sold in 2021 back when the company still traded as General Electric, operates as an aircraft-engine and defense-propulsion manufacturer. Kinder Morgan owns and operates natural gas, refined-products and CO2 pipeline and terminal infrastructure primarily in North America. Altria and Procter & Gamble, the two Consumer Staples names in the record, represent tobacco and nicotine products in Altria's case and a broad range of household and personal-care brands in Procter & Gamble's.

Case's Quantellect score sits at 58 out of 100, placing him in the "solid" tier as of August 21, 2026. Within the score cohort of 76 members, he ranks 33rd; 73 sitting members carried a score in the August 22 population snapshot. That scored group is a minority of Congress: of 537 sitting members of Congress, 276 have zero disclosed trades on record, including 237 of 437 House members. Case's 20 disclosed transactions place him among the smaller group of members with an active, if concentrated, disclosure history rather than among the majority who show no disclosed trading at all.

About this disclosure record

This profile is built from transactions filed under the Stop Trading on Congressional Knowledge Act, which requires members of Congress and covered family members to publicly disclose securities transactions above set thresholds. Disclosures are not limited to trades made personally by the member; a filing may reflect activity by a spouse, dependent child, or another covered party, and Quantellect labels each transaction with the attribution the filing itself provides. Amounts shown reflect the disclosed reporting range, not an exact dollar figure, and disclosure dates can lag transaction dates by weeks or, in some filings in this record, considerably longer. For the underlying rules, see the STOCK Act and the House Committee on Ethics financial disclosure instruction guide.