Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Ed Case (D-HI)
House · Democrat (most recent term) · HI-1 · in Congress 2003–present · Bioguide ID C001055
Party history: D 2003–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth at the earliest available report (2019); the member entered office earlier, in 2003 | 2019 | $1,544,033 | $2,603,016 | $3,662,000 |
| (b) Latest net worth estimate | 2025 | $2,981,020 | $6,198,510 | $9,416,000 |
| (c) Estimated gain / loss, nominal dollars, 2019 → 2025 (6 years spanned) | 2019–2025 | −$680,980 | +$3,595,494 | +$7,871,967 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2025: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2019 | $2,603,016 | $0 | $2,603,016 | $1,544,033 … $3,662,000 | computed |
| 2020 | $3,795,517 | $0 | $3,795,517 | $2,329,034 … $5,262,000 | computed |
| 2021 | $4,354,516 | $0 | $4,354,516 | $2,727,033 … $5,982,000 | computed |
| 2022 | $3,369,516 | $0 | $3,369,516 | $2,057,033 … $4,682,000 | computed |
| 2023 | $3,207,010 | $0 | $3,207,010 | $2,032,020 … $4,382,000 | computed |
| 2024 | $5,657,010 | $0 | $5,657,010 | $2,682,020 … $8,632,000 | computed |
| 2025 | $6,198,510 | $0 | $6,198,510 | $2,981,020 … $9,416,000 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)+10.6%
Simple average of years+15.8%
Years estimated5
Best / worst single year2024 +88%
2022 -23%
2022 -23%
Reliability flags: 1 year(s) driven by income/one position/range artefact; 1 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +4.9% to +12.8%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019→2020 | $748,004 | $748,004 | $12,352 | $0 | $0 | +1.7% | +1.4% … +1.7% | -84% … +87% | 29% | excluded; not eligible: traced coverage 29% < 60% |
| 2020→2021 | $3,704,015 | $4,104,015 | $8,202 | $0 | $0 | +11.0% | +10.0% … +13.4% | -69% … +91% | 98% | counted |
| 2021→2022 | $4,354,516 | $3,337,016 | $6,702 | $0 | $0 | -23.2% | -25.0% … -22.4% | -90% … +44% | 100% | counted |
| 2022→2023 | $3,337,016 | $3,207,010 | $14,102 | $0 | $0 | -3.5% | -4.9% … -0.1% | -78% … +71% | 99% | counted |
| 2023→2024 | $2,832,010 | $5,282,010 | $28,102 | $0 | $0 | +87.5% | +37.3% … +110.5% | -51% … +226% | 88% | counted; single position drives the result (range jump) |
| 2024→2025 | $5,407,009 | $5,815,508 | $67,206 | $75,000 | $0 | +7.4% | +7.0% … +8.6% | -103% … +118% | 96% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2019 | 10038354 | House annual | 8/12/2020 | 34 | 0 | 10038354.pdf01114fbea1036999d00e7f337f42b19ed6f168bee90faeff691ed40808db51ff |
| 2020 | 10041773 | House annual | 7/25/2021 | 34 | 0 | 10041773.pdf5e57bab55b0378304bb18e7b37993cbcc352860039644686d5fcd152947fee13 |
| 2021 | 10049675 | House amendment | 6/5/2022 | 33 | 0 | 10049675.pdff841bd82b1a9cb767f4d400a98d183b22992fada8b238e97d5be210d90f0098b |
| 2022 | 10063356 | House amendment | 2/3/2025 | 34 | 0 | 10063356.pdf10ff7ac9abdd050840d94bf5d8e5a5f0a8219746c3bafde0b0261d774c8963b7 |
| 2023 | 10063351 | House amendment | 2/3/2025 | 33 | 0 | 10063351.pdfde35fda32dee5687a97a67a0d1f912ea21c75f10faa1893ed3c1b9caa0ed6758 |
| 2024 | 10066777 | House annual | 5/5/2025 | 20 | 0 | 10066777.pdf35046dad78638bde9e6ce8436e1842d131c949f75a7ae94c159943ca627d507d |
| 2025 | 10074497 | House annual | 4/10/2026 | 23 | 1 | 10074497.pdf33c8a40ce429d739df43df798e141e4740ecef9e8026e44eb54d05ba6dfdfa83 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| US Equity Index [MF] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Alliant Credit Union [BA] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Amazon.com, Inc. (AMZN) [ST] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Vanguard 500 Index Admiral [MF] | — | held | $100,001 - $250,000 | None | $0 | $0 |
| Microsoft Corporation (MSFT) [ST] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Harbor Capital Appreciation Fund 1 [MF] | — | held | $50,001 - $100,000 | None | $0 | $0 |
| T. Rowe Price Retirement 2035 [MF] | — | held | $50,001 - $100,000 | None | $0 | $0 |
| NT S&P 500 Index NL T3 [MF] | — | held | $50,001 - $100,000 | None | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Apple Inc. (AAPL) [ST] Employees' Retirement System of the State of Hawai'i [DB] | — | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Vanguard Target 2020 [MF] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Johnson & Johnson (JNJ) [ST] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Microsoft Corporation (MSFT) [ST] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| UAL Stock Fund [MF] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| Alliant Credit Union [BA] | — | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Vanguard High Dividend Yield [EF] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Fidelity Balanced (FBALX) [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Mkts [EF] | — | held | $15,001 - $50,000 | $100,001 - $250,000 | $0 | $0 |
| Vanguard Intl Divid Apprec [EF] | — | held | $15,001 - $50,000 | $100,001 - $250,000 | $0 | $0 |
| Johnson & Johnson (JNJ) [ST] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Fidelity Government Cash Reserves [MF] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Procter & Gamble Company (PG) [ST] | — | held | $1,001 - $15,000 | None | $0 | $0 |
| UAL Stock Fund [MF] | — | held | $1 - $1,000 | None | $0 | $0 |
| Marin Software Incorporated (MRIN) [ST] | — | held | $1 - $1,000 | None | $0 | $0 |
| Apple Inc. (AAPL) [ST] Employees' Retirement System of the State of Hawai'i [DB] | — | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).