Donna E. Shalala portfolio

Donna E. Shalala represented FL in the House until 2021. Trades below come from filings made while in office. Donna E. Shalala has disclosed 565 trades (172 purchases, 392 sales); the latest was on Jun 19, 2020. Over the past year the disclosed stock holdings returned +8.8%, against +11.8% for the S&P 500.

DDemocratParty

Former member of HouseRepresents FL

$49KEst. portfolio value

6 years agoLast trade

+8.8%1Y return, from filings

1M return-0.1%S&P 500 -0.3% · 80 positionsOn their trade dates: +9.8%

3M return-2.4%S&P 500 +1.7% · 80 positionsOn their trade dates: +2.2%

YTD return+5.9%S&P 500 +11.4% · 80 positionsOn their trade dates: +14.6%

1Y return+8.8%S&P 500 +11.8% · 80 positionsOn their trade dates: +13.9%

3Y return+62.9%S&P 500 +81.7% · 80 positionsOn their trade dates: -37.7%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $41K across 5 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Donna E. Shalala
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
UNICY(1) Unicharm Corp Sponsored ADR	$19K	Feb 22, 2019Purchase	$4K–60K4 purchases	$5.38	-49.84%	$3.16	4
OXY(2) occidental Petroleum Corporat ion	$10K	May 20, 2019Purchase	$1K–15K1 purchase	$53.46	+349.54%	$63.61	2
XENT(1) Intersect ENT, Inc.	$8K	Mar 6, 2019Purchase	$1K–15K1 purchase	$33.80	—	—	1
TCMD, Inc.	$3K	Jan 23, 2019Purchase	$1K–15K1 purchase	$64.21	-55.25%	$23.91	1
MGPI(1) MgP Ingredients, Inc.	$2K	Apr 30, 2019Purchase	$1K–15K1 purchase	$87.87	-52.35%	$17.35	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.