Ed Case bought Fidelity Balanced (FBALX) [OT] (FBALX)
Ed Case (D-HI), a U.S. Representative, has disclosed 1 trade in Fidelity Balanced (FBALX) [OT] (FBALX) since 2021, a single purchase, worth an estimated $75K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Ed Case bought $50,001 - $100,000 of Fidelity Balanced (FBALX) [OT] (FBALX) on July 6, 2021. Since that trade, FBALX is up +10.18% against the S&P 500 up +79.82%, an outperformance of -69.64%.
Data updated
Ed Case's FBALX trades vs the price
FBALX is up +10.18% since Ed Case bought on July 6, 2021, versus +79.82% for the S&P 500.
Performance since this trade
All Ed Case FBALX trades
Ed Case & FBALX trading FAQ
Is it legal for Ed Case to trade Fidelity Balanced (FBALX) [OT] (FBALX) stock?
Yes. Members of Congress are allowed to trade individual stocks, including Fidelity Balanced (FBALX) [OT] (FBALX), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Ed Case buy FBALX?
Ed Case disclosed a purchase of $50,001 - $100,000 of Fidelity Balanced (FBALX) [OT] (FBALX) on July 6, 2021, according to public STOCK Act filings.
How has FBALX performed since Ed Case's trade?
Since Ed Case bought FBALX on July 6, 2021, the stock is up +10.18%, versus +79.82% for the S&P 500 over the same period, an outperformance of -69.64%.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional FBALX trades?
Quantellect tracks every disclosed congressional trade in Fidelity Balanced (FBALX) [OT] (FBALX) on the Fidelity Balanced (FBALX) [OT] congressional trading page, which aggregates filings across all members of Congress.
Ed Case's FBALX tradesAll congressional filings for Fidelity Balanced (FBALX) [OT]Ed Case's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.