Donna E. Shalala (D-FL-27), a former Democratic member of the House, has disclosed 567 trades since 2019: 173 purchases worth about $1.41M and 393 sales worth about $4.27M, in 310 stocks. Most traded: UNICY, ALLE, AVY. As a portfolio, their stock holdings and trades returned +10.8% from Jan 2019, against +44.4% for the S&P 500. Trades took a median 343 days to be disclosed; 559 came late.
Donna E. Shalala’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2019: +10.8%, against +44.4% for SPY; the largest fall on the way was -44.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donna E. Shalala | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donna E. Shalala | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donna E. Shalala | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donna E. Shalala | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donna E. Shalala | Jan 2019 | +10.8% | +44.4% | -33.6% | +5.3% | -44.7% | 0.32 | 1.12 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LENLennar Corp /New/ | Consumer Discretionary | Closed | – | – | 3 | 0 | 3 | $0.00 | $725.00K | – | Jun 19, 2020 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 3 | 0 | 3 | $0.00 | $91.00K | – | Jun 24, 2019 |
| MDPediatrix Medical Group, Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Oct 15, 2019 |
| TGNATEGNA INC | Communication Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $73.00K | – | May 7, 2020 |
| AVYAvery Dennison Corp | Basic Materials | Closed | – | – | 4 | 3 | 1 | $48.50K | $8.00K | -98.2% | Jun 24, 2019 |
| NSRGYNestle SA Sponsored ADR representing Registered Shares Series B | – | Closed | – | – | 4 | 1 | 3 | $8.00K | $48.50K | – | Aug 28, 2019 |
| AAGIYAIA Group, Ltd. Sponsored American Depository Receipt | – | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | – | Jun 24, 2019 |
| AZSEYAllianz SE ADS | – | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | – | Jun 24, 2019 |
| RHHBYRoche Holdings Ag Basel American Depositary Shares | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | – | Jun 24, 2019 |
| SAPSap Se | Technology | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | -52.7% | Jun 24, 2019 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | Technology | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | +730.4% | Jun 24, 2019 |
| CHKPCheck Point Software Technologies Ltd | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | -153.4% | Jun 24, 2019 |
| DBSDYDbs Group Holdings Ltd Ord American Depositary Shares | – | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | – | Jun 24, 2019 |
| UNICYUnicharm Corp Sponsored ADR | – | Closed | – | – | 5 | 4 | 1 | $32.00K | $8.00K | – | Jun 24, 2019 |
| LRLCYL'Oreal Co. American Depositary Shares | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jun 24, 2019 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TGNATEGNA Inc | Self | Sell (Partial) | $1K–$15K | Mar 31, 2020 | Jul 21, 2020 | 112d late | – | – | |
| TGNATEGNA Inc | Self | Sell (Partial) | $15K–$50K | Apr 1, 2019 | Jul 21, 2020 | 477d late | – | – | |
| LENLennar Corporation Class A | Self | Sell (Partial) | $100K–$250K | Jun 19, 2020 | Jun 23, 2020 | 4d | +56.3% | -87.4% | |
| LEN-BLennar Corporation Class B (LEN.B) | Self | Sell | $1K–$15K | Jun 19, 2020 | Jun 23, 2020 | 4d | +109.6% | -34.1% | |
| LENLennar Corporation Class A | Self | Sell (Partial) | $250K–$500K | May 7, 2020 | May 15, 2020 | 8d | +85.0% | -76.5% | |
| LENLennar Corporation Class A | Self | Sell (Partial) | $100K–$250K | May 13, 2020 | May 15, 2020 | 2d | +92.3% | -74.8% | |
| LEN-BLennar Corporation Class B (LEN.B) | Self | Sell (Partial) | $1K–$15K | May 7, 2020 | May 15, 2020 | 8d | +146.3% | -15.1% | |
| TGNATEGNA Inc | Self | Sell | $15K–$50K | May 7, 2020 | May 15, 2020 | 8d | – | – | |
| TEVATeva Pharmaceutical Industries Limited American Depositary Shares | Self | Sell | $1K–$15K | May 7, 2020 | May 15, 2020 | 8d | +252.4% | +90.9% | |
| WSOWatsco, Inc. | Self | Sell | $15K–$50K | May 7, 2020 | May 15, 2020 | 8d | +98.0% | -63.4% | |
| AOSA.o. Smith Corporation | Self | Buy | $1K–$15K | Feb 20, 2019 | Apr 27, 2020 | 432d late | +24.7% | -145.5% | |
| ADDYYadidas Ag Sponsored ADR | Self | Sell | $1K–$15K | Jun 24, 2019 | Apr 27, 2020 | 308d late | – | – | |
| CATYCathay General Bancorp | Self | Buy | $1K–$15K | Feb 20, 2019 | Apr 27, 2020 | 432d late | +63.8% | -106.4% | |
| PRCentennial Resource Development, Inc. - Class A (CDEV) | Self | Sell | $1K–$15K | Jan 9, 2019 | Apr 27, 2020 | 474d late | +85.8% | -105.8% | |
| CCSCentury Communities, Inc. | Self | Buy | $1K–$15K | Feb 6, 2019 | Apr 27, 2020 | 446d late | +129.8% | -46.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Donna E. Shalala (D-FL-27), a former Democratic member of the House, has disclosed 567 trades since 2019: 173 purchases worth about $1.41M and 393 sales worth about $4.27M, in 310 stocks. Most traded: UNICY, ALLE, AVY. As a portfolio, their stock holdings and trades returned +10.8% from Jan 2019, against +44.4% for the S&P 500. Trades took a median 343 days to be disclosed; 559 came late.
As a portfolio, their stock holdings and trades returned +10.8% from January 2019 to November 2026, against +44.4% for the S&P 500, with a largest fall of -44.7%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 343 days to be disclosed. 559 of 567 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.