Congress WatchDonna Shalala stock trades
Donna Shalala is a member of the U.S. House (Democrat, FL). Filings in this dataset run from 2020-04-27 to 2020-07-21 and list 566 stock transactions: 173 purchases and 393 sales. The median filing came 343 days after the trade; 559 of 567 were filed after the 45-day deadline.
Backtest copying Donna Shalala this year
566transactions
173purchases
393sales
343 dmedian delay to file
What copying Donna Shalala would have returned
$10,000 invested on 2020-04-27, buying and selling the same stocks 3 days after each filing became public, ended at $28,801 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $27,279.
That headline is diluted by cash: on average only 93% of the money was invested, because the portfolio holds a few small positions. On the 1,641 days it did hold stocks, the copied holdings returned +15.5% a year against +16.2% for the S&P 500 over the same days: 0.7 percentage points behind the index.
+15.5%copied holdings, per year
+16.2%S&P 500, same days
93%avg share invested
20trades executed
Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).
Gain or loss by month
Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.
413 copy orders were not placed (no price history, no cash left or the position limit was reached) and 4 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
By year: 2020
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| UNICY Unicharm Corporation Sponsored ADR (UNICY) | 5 | 4 | 1 |
| UMPQ Umpqua Holdings Corporation (NASDAQ) | 4 | 1 | 3 |
| PLNT Planet Fitness, Inc. | 4 | 3 | 1 |
| NSRGY NESTLE S.A S/ADR | 4 | 1 | 3 |
| LUKOY Lukoil Co Sponsored AdR | 4 | 3 | 1 |
| KUBTY Kubota Corporation ADR Japan (KUBTY) | 4 | 3 | 1 |
| FII Federated Investors, Inc. | 4 | 2 | 2 |
| EXEL Exelixis, Inc. | 4 | 2 | 2 |
| DNTUY Dentsu Inc Tokyo Unsponsored ADR | 4 | 3 | 1 |
| DECK Deckers Outdoor Corporation | 4 | 0 | 4 |
| DASTY Dassault Systems SA Sponsored ADR (DASTY) | 4 | 0 | 4 |
| CHGCY Chugai Pharmaceutical Ltd DDR (CHGCY) | 4 | 3 | 1 |
| AVY Avery Dennison Corporation | 4 | 3 | 1 |
| ALLE Allegion plc Ordinary Shares | 4 | 3 | 1 |
| WYND Wyndham Destinations, Inc. Common Stock | 3 | 2 | 1 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Donna Shalala with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2020-04-27 | 2019-06-24 | Sale | TRMB Trimble Inc. - Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | SSMXY SYSMEX CORP UNSP/ASDR | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | SEE Sealed Air Corporation | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | PHM PulteGroup, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | PB Prosperity Bancshares, Inc. | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | NUE Nucor Corporation Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | MDT Medtronic plc. Ordinary Shares | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | IONS Ionis Pharmaceuticals, Inc. | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | HIW Highwoods Properties, Inc. | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | G genpact Limited | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | FCX Freeport-McMoRan, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | EVOP EVo Payments, Inc. - Class A | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | DIN Dine Brands global, Inc. | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | BDN Brandywine Realty Trust | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | AXGN Axogen, Inc. | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | APNHY Aspen Pharmacare Holdings plc Unsponsored ADR | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | ALFVY Alfa Laval AB Sweden ADR (ALFVY) | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | ADDYY adidas AG (ADDYY) | $1,001 - $15,000 f | Source |
| 2020-04-27 | 2019-06-24 | Sale | TRMK Trustmark Corporation | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | SLB Schlumberger N.V. Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | ROL Rollins, Inc. Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | QTS QTS Realty Trust, Inc. Class A | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | PTEN Patterson-UTI Energy, Inc. | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | PKI PerkinElmer, Inc. | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | PCH PotlatchDeltic Corporation | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | PBCT People's United Financial Inc. (NASDAQ) | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | MANH Manhattan Associates, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | LANC Lancaster Colony Corporation | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | IRTC iRhythm Technologies, Inc. | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | HRC Hill-Rom Holdings Inc | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | HE Hawaiian Electric Industries, Inc. | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | H Hyatt Hotels Corporation Class A | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | EPIRoC AKTIEBoLAg ADR | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | CWEN Clearway Energy, Inc. Class C | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | CRL Charles River Laboratories International, Inc. | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | BXS bancorpSouth bank | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | BOOM DMC global Inc. | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | AVY Avery Dennison Corporation | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | AVGO Broadcom Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | AGN Allergan plc | $1,001 - $15,000 e | Source |
| 2020-04-27 | 2019-06-24 | Sale | WTS Watts Water Technologies, Inc. Class A | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | WPC W. P. Carey Inc. | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | VRTX Vertex Pharmaceuticals Incorporated -... | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | TOL Toll Brothers, Inc. | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | TEL TE Connectivity plc Ordinary Shares | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | STX Seagate Technology Holdings PLC - Ordinary Shares | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | SITE Siteone Landscape Supply, Inc. | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | POWI Power Integrations Inc. (NASDAQ) | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | NATI National Instruments Corporation | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | LBRDK Liberty Broadband Corporation - Class C... | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | KUBTY Kubota Corporation ADR Japan (KUBTY) | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | HDB HDFC Bank Limited Common Stock | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | FLR Fluor Corporation Common Stock | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | BURL Burlington Stores, Inc. | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | ADUS Addus HomeCare Corporation | $1,001 - $15,000 d | Source |
| 2020-04-27 | 2019-06-24 | Sale | ZION Zions Bancorporation N.A. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | ZEN Zendesk, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | WST West Pharmaceutical Services, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | WDC Western Digital Corporation - Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | WAFD Washington Federal, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | VRNS Varonis Systems, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | USPH U.S. Physical Therapy, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | UNICY Unicharm Corporation Sponsored ADR (UNICY) | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | UMPQ Umpqua Holdings Corporation (NASDAQ) | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | UL Unilever plc (NYSE) | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | UBSI United Bankshares, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | TMSNY Temenos Group AG SPONSOREd AdR | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | TMK Torchmark Corporation | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | TER Teradyne, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | TCEHY Tencent Holdings Limited Unsponsored ADR... | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | SYIEY Symrise AG ADR (SYIEY) | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | STE STERIS plc | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | SSL Sasol Ltd. American depositary Shares | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | SRC Spirit Realty Capital, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | SPSC SPS Commerce, Inc. (NASDAQ) | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | SITC SITE Centers Corp. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | SHAK Shake Shack, Inc. Class A Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | SGSOY SGS SA ADR Unsponsored (SGSOY) | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | SGEN Seagen Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | RIO Rio Tinto Plc Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | RDUS Radius Health, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | PS Pluralsight, Inc. - Class A | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | PRGS Progress Software Corporation - Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | PNR Pentair plc. Ordinary Share | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | PNGAY Ping An Insurance | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | PGRE Paramount group, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | PDM Piedmont Office Realty Trust, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | NTNX Nutanix, Inc. - Class A | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | NPSNY Naspers Limited | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | NOV National Oilwell Varco, Inc. (NYSE) | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | MPWR Monolithic Power Systems, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | MED MEDIFAST INC | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | LW Lamb Weston Holdings Inc | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | LUKOY Lukoil Co Sponsored AdR | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | LSXMK Liberty Media Corporation - Series C... | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | LLL L3 Technologies, Inc. | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | LIN Linde plc - Ordinary Shares | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | ITUB Itau Unibanco banco Holding SA American... | $1,001 - $15,000 c | Source |
| 2020-04-27 | 2019-06-24 | Sale | IFNNY Infineon Technologies AG | $1,001 - $15,000 c | Source |
Other members from FL
- Lois Frankel Democrat, 1,543 trades
- Thomas J. Rooney Republican, 778 trades
- Jared Moskowitz Democrat, 466 trades
- Carlos Curbelo Republican, 402 trades
- Rick Scott Republican, 355 trades
- John Rutherford Republican, 347 trades
- Vern Buchanan Republican, 228 trades
- Byron Donalds Republican, 174 trades
Members who trade the same stocks
- Josh Gottheimer Democrat, 110 stocks in common
- Greg Gianforte Republican, 88 stocks in common
- Thomas MacArthur Republican, 83 stocks in common
- Gilbert Cisneros Democrat, 78 stocks in common
- Daniel Goldman Democrat, 74 stocks in common
- Alan Armstrong Republican, 73 stocks in common
- Peter Meijer Republican, 71 stocks in common
- Lisa McClain Republican, 66 stocks in common
Common questions
- Did Donna Shalala beat the market?
- Copying Donna Shalala's disclosed stock trades 3 days after each filing returned +15.5% a year on the days the money was invested, against +16.2% for the S&P 500 over the same days: 0.7 percentage points behind the index. This is a hypothetical backtest from 2020-04-27 to 2026-11-09, not investment advice.
- How many stock trades has Donna Shalala disclosed?
- Donna Shalala disclosed 566 stock transactions between 2020-04-27 and 2020-07-21: 173 purchases and 393 sales.
- Which stocks does Donna Shalala trade most?
- The most traded stocks in Donna Shalala's filings are UNICY (5), UMPQ (4) and PLNT (4), by number of transactions.
- How quickly does Donna Shalala report trades?
- The median filing came 343 days after the trade. 559 of 567 filings arrived after the 45-day deadline.