EC
house, HI
Ed Case
D18
Total Trades
12
Purchases
6
Sales
$19,000
Est. Net Sold
+66.7%
Buys Since Purchase
Purchase Performance vs. SPY
Purchases
+66.65%
$155,000 → $258,308
Same $ in SPY
+50.43%
$155,000 → $233,166
vs. SPY
+16.22%
purchases minus benchmark
Wins / Losses
11 / 0
11 priced purchases
Purchases vs. the same dollars in SPY
Each purchase buys its disclosed-range midpoint at the close on the purchase date (or the strike for exercised options); the SPY line buys the same dollars of SPY that day. Both lines are percent gain on dollars invested to date, May 3, 2021 to Sep 18, 2026.
Recent Trades
| Date | Asset | Owner | Type | Details | Amount Range | Filed | Since Buy | |
|---|---|---|---|---|---|---|---|---|
| Aug 13, 2026 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Aug 18, 2026 | +10.1% | |
| May 14, 2026 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | May 31, 2026 | +12.7% | |
| Feb 12, 2026 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Mar 14, 2026 | +28.4% | |
| Dec 01, 2025 | PG | Self | Sale | — | $1K-$15K | Dec 24, 2025 | — | |
| Dec 01, 2025 | PG | Self | Sale | — | $1K-$15K | Dec 24, 2025 | — | |
| Nov 13, 2025 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Apr 06, 2026 | +23.1% | |
| Aug 14, 2025 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Apr 06, 2026 | +44.4% | |
| May 15, 2025 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Apr 06, 2026 | +59.0% | |
| Feb 13, 2025 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Apr 06, 2026 | +39.2% | |
| Nov 14, 2024 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Apr 06, 2026 | +47.3% | |
| Aug 15, 2024 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Apr 06, 2026 | +49.6% | |
| May 16, 2024 |
AAPL
Apple Inc. - Common Stock (AAPL)
|
Spouse | Purchase Stock | — | $1K-$15K | Apr 06, 2026 | +77.1% | |
| Jul 06, 2021 |
FDRXX
FIdelity government Cash g f e d c Reserves (FDRXX)
|
Self | Sale Other | — | $50K-$100K | Jul 25, 2021 | — | |
| Jul 02, 2021 |
FDRXX
Fidelity government Cash g f e d c Reserves (FDRXX)
|
Self | Sale Other | — | $1K-$15K | Jul 25, 2021 | — | |
| Jul 02, 2021 |
MRIN
Marin Software Incorporated g f e d c (MRIN)
|
Self | Purchase Stock | — | $1K-$15K | Jul 25, 2021 | — | |
| May 03, 2021 |
MSFT
Microsoft Corporation (MSFT) g f e d c
|
Self | Purchase Stock | — | $50K-$100K | May 09, 2021 | +96.1% | |
| May 03, 2021 |
MO
Altria group, Inc. (MO) [ST] g f e d c
|
Self | Sale Stock | — | $50K-$100K | May 09, 2021 | — | |
| May 03, 2021 |
KMI
Kinder Morgan, Inc. (KMI) [ST] g f e d c
|
Self | Sale Stock | — | $1K-$15K | May 09, 2021 | — |
"Since Buy" is the stock's move from the close on the reported purchase date (or the strike, for exercised options) to the latest close, refreshed nightly. Option purchases are scored on the underlying stock's move as if shares had been bought that day. Sales are not scored. Hover a detail cell to read the filing's own description of the transaction.
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