Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY | AA AAPL
|
$1K–$15K | 2026-08-13 | 2026-08-18 | PDF → |
| BUY | AA AAPL
|
$1K–$15K | 2026-05-14 | 2026-05-31 | PDF → |
| BUY | AA AAPL
|
$1K–$15K | 2025-11-13 | 2026-04-06 LATE | PDF → |
| BUY | AA AAPL
|
$1K–$15K | 2025-08-14 | 2026-04-06 LATE | PDF → |
| BUY | AA AAPL
|
$1K–$15K | 2025-05-15 | 2026-04-06 LATE | PDF → |
| BUY | AA AAPL
|
$1K–$15K | 2025-02-13 | 2026-04-06 LATE | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-11-14 | 2026-04-06 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-08-15 | 2026-04-06 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-05-16 | 2026-04-06 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-02-12 | 2026-03-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-01 | 2025-12-24 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2021-07-06 | 2021-07-25 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2021-07-06 | 2021-07-25 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-07-02 | 2021-07-25 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-07-02 | 2021-07-25 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2021-05-03 | 2021-05-09 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2021-05-03 | 2021-05-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-05-03 | 2021-05-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-05-03 | 2021-05-09 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2021-05-03 | 2021-05-09 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 2026) — our best estimate of what Case still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
MS MSFT |
$148K | 75.2% | +109.8% | May 2021 | May 2021 | |
| 🔒Register for free to view | recent | $49K | 24.8% | +26.4% | Mar 2026 | Aug 2026 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-08-18 26d ago | 1 | PDF → |
| 2 | PTR | 2026-05-31 105d ago | 1 | PDF → |
| 3 | Annual | 2026-04-10 156d ago | — | PDF → |
| 4 | PTR | 2026-04-06 160d ago | 7 | PDF → |
| 5 | PTR | 2026-03-14 183d ago | 1 | PDF → |
| 6 | PTR | 2025-12-24 263d ago | 1 | PDF → |
| 7 | Annual | 2025-05-05 496d ago | — | 🔒Register for free to view |
| 8 | Annual | 2024-05-09 857d ago | — | 🔒Register for free to view |
| 9 | Annual | 2023-05-03 1229d ago | — | 🔒Register for free to view |
| 10 | Annual | 2022-05-08 1589d ago | — | 🔒Register for free to view |
| 11 | PTR | 2021-07-25 1876d ago | 4 | 🔒Register for free to view |
| 12 | Annual | 2021-07-25 1876d ago | — | 🔒Register for free to view |
| 13 | PTR | 2021-05-09 1953d ago | 5 | 🔒Register for free to view |
| 14 | Annual | 2020-08-12 2223d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.