Congress Watch

Donna 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 $10,000 copying Donna Shalala versus the S&P 5007,88114,23620,59126,94633,3012020-042023-082026-11Copy portfolioS&P 500 (SPY)Buy AAGIY, 2020-04-30Buy ABEV, 2020-04-30Buy ABM, 2020-04-30Buy ADDYY, 2020-04-30Buy AIV, 2020-04-30Buy ALLE, 2020-04-30Buy AMBA, 2020-04-30Buy AMD, 2020-04-30Buy AMH, 2020-04-30Buy AOS, 2020-04-30Buy APLE, 2020-04-30Buy ARI, 2020-04-30Buy AVGO, 2020-04-30Buy AVY, 2020-04-30Buy AXGN, 2020-04-30Buy BAYRY, 2020-04-30Buy BBVA, 2020-04-30Buy BDN, 2020-04-30Buy BIDU, 2020-04-30Buy BKU, 2020-04-30

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 copying Donna ShalalaJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +3.4%Feb 2026: -4.2%Mar 2026: -4.4%Apr 2026: +18.3%May 2026: +7.3%Jun 2026: +1.3%Jul 2026: -2.2%Aug 2026: -0.7%Sep 2026: +0.1%Oct 2026: -4.9%Nov 2026: -2.1%Dec 2026: no activity2025Jan 2025: +1.9%Feb 2025: -1.3%Mar 2025: -5.0%Apr 2025: +1.3%May 2025: +6.6%Jun 2025: +5.8%Jul 2025: +4.6%Aug 2025: +3.7%Sep 2025: +4.1%Oct 2025: +7.0%Nov 2025: +4.0%Dec 2025: -1.6%2024Jan 2024: -1.3%Feb 2024: +4.8%Mar 2024: +2.4%Apr 2024: -5.0%May 2024: +2.9%Jun 2024: +1.0%Jul 2024: +3.5%Aug 2024: +3.2%Sep 2024: +3.0%Oct 2024: -5.4%Nov 2024: +0.9%Dec 2024: +4.5%2023Jan 2023: +9.3%Feb 2023: -1.7%Mar 2023: -1.8%Apr 2023: -1.9%May 2023: +1.6%Jun 2023: +7.9%Jul 2023: +3.8%Aug 2023: -5.3%Sep 2023: -6.6%Oct 2023: -3.4%Nov 2023: +11.9%Dec 2023: +8.3%2022Jan 2022: -6.7%Feb 2022: -1.1%Mar 2022: -1.9%Apr 2022: -8.6%May 2022: +4.0%Jun 2022: -11.1%Jul 2022: +9.8%Aug 2022: -5.1%Sep 2022: -11.0%Oct 2022: +5.0%Nov 2022: +10.9%Dec 2022: -4.3%2021Jan 2021: -2.5%Feb 2021: +11.2%Mar 2021: +0.2%Apr 2021: +3.8%May 2021: +4.1%Jun 2021: -0.2%Jul 2021: -1.9%Aug 2021: +1.0%Sep 2021: -2.2%Oct 2021: +5.8%Nov 2021: -3.8%Dec 2021: +4.5%2020Jan 2020: no activityFeb 2020: no activityMar 2020: no activityApr 2020: -0.9%May 2020: +1.4%Jun 2020: +5.5%Jul 2020: +2.1%Aug 2020: +4.5%Sep 2020: -1.2%Oct 2020: -1.5%Nov 2020: +18.1%Dec 2020: +11.5%

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.

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Activity by year

Disclosed stock transactions per year, Donna Shalala05001,0002020: 5662020

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Donna ShalalaJanFebMarAprMayJunJulAugSepOctNovDec2020Jan 2020: no activityFeb 2020: no activityMar 2020: no activityApr 2020: 553 tradesMay 2020: 6 tradesJun 2020: 2 tradesJul 2020: 2 tradesAug 2020: no activitySep 2020: no activityOct 2020: no activityNov 2020: no activityDec 2020: no activity

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2020

Most traded stocks

StockTradesBuysSales
UNICY Unicharm Corporation Sponsored ADR (UNICY) 541
UMPQ Umpqua Holdings Corporation (NASDAQ) 413
PLNT Planet Fitness, Inc. 431
NSRGY NESTLE S.A S/ADR 413
LUKOY Lukoil Co Sponsored AdR 431
KUBTY Kubota Corporation ADR Japan (KUBTY) 431
FII Federated Investors, Inc. 422
EXEL Exelixis, Inc. 422
DNTUY Dentsu Inc Tokyo Unsponsored ADR 431
DECK Deckers Outdoor Corporation 404
DASTY Dassault Systems SA Sponsored ADR (DASTY) 404
CHGCY Chugai Pharmaceutical Ltd DDR (CHGCY) 431
AVY Avery Dennison Corporation 431
ALLE Allegion plc Ordinary Shares 431
WYND Wyndham Destinations, Inc. Common Stock 321

Disclosed transactions

Download stock and fund transactions as CSV · Compare Donna Shalala with another member

FiledTradedTypeAssetAmountFiling
2020-04-272019-03-18Buy CHL China Mobile Limited (NYSE) $1,001 - $15,000 e Source
2020-04-272019-03-18Partial sale DASTY Dassault Systems SA Sponsored ADR (DASTY) $1,001 - $15,000 d Source
2020-04-272019-03-18Partial sale AIQUY Air Liquide Ord ADR (AIQUY) $1,001 - $15,000 d Source
2020-04-272019-03-18Partial sale RDS.B Royal Dutch Shell PLC Royal Dutch Shell... $1,001 - $15,000 c Source
2020-04-272019-03-18Buy PNGAY Ping An Insurance $1,001 - $15,000 c Source
2020-04-272019-03-15Partial sale ITUB Itau Unibanco banco Holding SA American... $1,001 - $15,000 g Source
2020-04-272019-03-15Buy ABEV Ambev S.A. American Depositary Shares $1,001 - $15,000 c Source
2020-04-272019-03-08Partial sale MONOY Monotaro Co. Ltd., Osaka Unsponsored ADR $1,001 - $15,000 f Source
2020-04-272019-03-06Buy AVY Avery Dennison Corporation $15,001 - c $50,000 Source
2020-04-272019-03-06Buy WAFD Washington Federal, Inc. $1,001 - $15,000 g Source
2020-04-272019-03-06Sale QTS QTS Realty Trust, Inc. Class A $1,001 - $15,000 g Source
2020-04-272019-03-06Buy EDIT Editas Medicine, Inc. $1,001 - $15,000 g Source
2020-04-272019-03-06Sale AIZ Assurant, Inc. Common Stock $1,001 - $15,000 g Source
2020-04-272019-03-06Sale AGO Assured guaranty Ltd. $1,001 - $15,000 g Source
2020-04-272019-03-06Buy WYND Wyndham Destinations, Inc. Common Stock $1,001 - $15,000 d Source
2020-04-272019-03-06Sale UTHR United Therapeutics Corporation - Common Stock $1,001 - $15,000 d Source
2020-04-272019-03-06Sale IRM Iron Mountain Inc $1,001 - $15,000 d Source
2020-04-272019-03-06Sale CTB Cooper Tire & Rubber Company $1,001 - $15,000 d Source
2020-04-272019-03-06Buy BKU BankUnited, Inc. $1,001 - $15,000 d Source
2020-04-272019-03-06Buy XENT Intersect ENT, Inc. $1,001 - $15,000 c Source
2020-04-272019-03-06Buy TER Teradyne, Inc. - Common Stock $1,001 - $15,000 c Source
2020-04-272019-03-06Partial sale HRC Hill-Rom Holdings Inc $1,001 - $15,000 c Source
2020-04-272019-03-06Buy FNB F.N.B. Corporation $1,001 - $15,000 c Source
2020-04-272019-03-06Buy FII Federated Investors, Inc. $1,001 - $15,000 c Source
2020-04-272019-03-06Buy ESNT Essent Group Ltd. Common Shares $1,001 - $15,000 c Source
2020-04-272019-03-06Buy DBD Diebold, Incorporated $1,001 - $15,000 c Source
2020-04-272019-03-06Buy AOS A.O. Smith Corporation Common Stock $1,001 - $15,000 c Source
2020-04-272019-03-06Buy ALLE Allegion plc Ordinary Shares $1,001 - $15,000 c Source
2020-04-272019-03-06Sale ALK Alaska Air Group, Inc. Common Stock $1,001 - $15,000 c Source
2020-04-272019-03-06Sale AGCO AGCO Corporation (NYSE) $1,001 - $15,000 c Source
2020-04-272019-02-22Buy UNICY Unicharm Corporation Sponsored ADR (UNICY) $1,001 - $15,000 g Source
2020-04-272019-02-21Buy CHGCY Chugai Pharmaceutical Ltd DDR (CHGCY) $1,001 - $15,000 e Source
2020-04-272019-02-21Buy UNICY Unicharm Corporation Sponsored ADR (UNICY) $1,001 - $15,000 d Source
2020-04-272019-02-20Buy AOS A.O. Smith Corporation Common Stock $1,001 - $15,000 g Source
2020-04-272019-02-20Buy ALLE Allegion plc Ordinary Shares $1,001 - $15,000 g Source
2020-04-272019-02-20Partial sale ALK Alaska Air Group, Inc. Common Stock $1,001 - $15,000 f Source
2020-04-272019-02-20Buy SPR Spirit Aerosystems Holdings, Inc. $1,001 - $15,000 e Source
2020-04-272019-02-20Sale GBOOY Grupo Financiero Banorte, S.A.B. De C.V... $1,001 - $15,000 e Source
2020-04-272019-02-20Sale EGP EastGroup Properties, Inc. $1,001 - $15,000 d Source
2020-04-272019-02-20Buy UNICY Unicharm Corporation Sponsored ADR (UNICY) $1,001 - $15,000 c Source
2020-04-272019-02-20Sale SAVE Spirit Airlines, Inc. $1,001 - $15,000 c Source
2020-04-272019-02-20Partial sale IRM Iron Mountain Inc $1,001 - $15,000 c Source
2020-04-272019-02-20Sale HR Healthcare Realty Trust Incorporated $1,001 - $15,000 c Source
2020-04-272019-02-20Buy FII Federated Investors, Inc. $1,001 - $15,000 c Source
2020-04-272019-02-20Buy CHGCY Chugai Pharmaceutical Ltd DDR (CHGCY) $1,001 - $15,000 c Source
2020-04-272019-02-20Buy CATY Cathay General Bancorp - Common Stock $1,001 - $15,000 c Source
2020-04-272019-02-20Buy BXS bancorpSouth bank $1,001 - $15,000 c Source
2020-04-272019-02-20Buy APLE Apple Hospitality REIT, Inc. Common Shares $1,001 - $15,000 c Source
2020-04-272019-02-19Sale LVMUY LVMH Moet Hennessy Louis ADR (LVMUY) $1,001 - $15,000 g Source
2020-04-272019-02-19Sale GBOOY Grupo Financiero Banorte, S.A.B. De C.V... $1,001 - $15,000 f Source
2020-04-272019-02-19Buy CHGCY Chugai Pharmaceutical Ltd DDR (CHGCY) $1,001 - $15,000 e Source
2020-04-272019-02-19Buy UNICY Unicharm Corporation Sponsored ADR (UNICY) $1,001 - $15,000 c Source
2020-04-272019-02-15Partial sale UNH UnitedHealth Group Incorporated Common Stock $50,001 - f $100,000 Source
2020-04-272019-02-15Sale TS Tenaris S.A. American Depositary Shares $1,001 - $15,000 g Source
2020-04-272019-02-15Buy NSRGY NESTLE S.A S/ADR $1,001 - $15,000 g Source
2020-04-272019-02-15Buy DBSDY DBS Group Holdings Ltd Sponsored ADR (DBSDY) $1,001 - $15,000 g Source
2020-04-272019-02-15Partial sale CNI Canadian National Railway Company $1,001 - $15,000 g Source
2020-04-272019-02-15Buy BAYRY Bayer AG Sponsored ADR (BAYRY) $1,001 - $15,000 g Source
2020-04-272019-02-15Buy AZSEY Allianz SE ADS $1,001 - $15,000 g Source
2020-04-272019-02-15Buy RHHBY Roche Holding AG $1,001 - $15,000 f Source
2020-04-272019-02-15Sale LVMUY LVMH Moet Hennessy Louis ADR (LVMUY) $1,001 - $15,000 f Source
2020-04-272019-02-15Buy CHKP Check Point Software Technologies Ltd. -... $1,001 - $15,000 f Source
2020-04-272019-02-15Buy APC Anadarko Petroleum Corporation $1,001 - $15,000 f Source
2020-04-272019-02-15Partial sale UNH UnitedHealth Group Incorporated Common Stock $1,001 - $15,000 d Source
2020-04-272019-02-15Buy TSM Taiwan Semiconductor Manufacturing Company Ltd. $1,001 - $15,000 d Source
2020-04-272019-02-15Buy SAP SAP SE ADS $1,001 - $15,000 c Source
2020-04-272019-02-15Buy RDS.B Royal Dutch Shell PLC Royal Dutch Shell... $1,001 - $15,000 c Source
2020-04-272019-02-15Buy PCH PotlatchDeltic Corporation $1,001 - $15,000 c Source
2020-04-272019-02-15Buy NOV National Oilwell Varco, Inc. (NYSE) $1,001 - $15,000 c Source
2020-04-272019-02-15Buy KUBTY Kubota Corporation ADR Japan (KUBTY) $1,001 - $15,000 c Source
2020-04-272019-02-15Buy JCI Johnson Controls International plc Ordinary Share $1,001 - $15,000 c Source
2020-04-272019-02-15Buy ITUB Itau Unibanco banco Holding SA American... $1,001 - $15,000 c Source
2020-04-272019-02-15Partial sale GBOOY Grupo Financiero Banorte, S.A.B. De C.V... $1,001 - $15,000 c Source
2020-04-272019-02-15Buy FLR Fluor Corporation Common Stock $1,001 - $15,000 c Source
2020-04-272019-02-15Buy DEO Diageo Plc ADR $1,001 - $15,000 c Source
2020-04-272019-02-15Buy BIDU Baidu, Inc. - American Depositary... $1,001 - $15,000 c Source
2020-04-272019-02-15Buy AGN Allergan plc $1,001 - $15,000 c Source
2020-04-272019-02-15Buy AAGIY AIA Group Limited $1,001 - $15,000 c Source
2020-04-272019-02-06Buy SPR Spirit Aerosystems Holdings, Inc. $1,001 - $15,000 g Source
2020-04-272019-02-06Sale PSB PS Business Parks, Inc. $1,001 - $15,000 g Source
2020-04-272019-02-06Buy PBCT People's United Financial Inc. (NASDAQ) $1,001 - $15,000 g Source
2020-04-272019-02-06Buy PBCT People's United Financial Inc. (NASDAQ) $1,001 - $15,000 g Source
2020-04-272019-02-06Sale GCO genesco Inc. $1,001 - $15,000 g Source
2020-04-272019-02-06Buy CCS Century Communities, Inc. $1,001 - $15,000 g Source
2020-04-272019-02-06Buy ALLE Allegion plc Ordinary Shares $1,001 - $15,000 g Source
2020-04-272019-02-06Buy AVY Avery Dennison Corporation $1,001 - $15,000 f Source
2020-04-272019-02-06Sale MSTR Strategy Inc - Class A Common Stock $1,001 - $15,000 e Source
2020-04-272019-02-06Partial sale TXRH Texas Roadhouse, Inc. - Common Stock $1,001 - $15,000 d Source
2020-04-272019-02-06Sale SAVE Spirit Airlines, Inc. $1,001 - $15,000 d Source
2020-04-272019-02-06Sale LYV Live Nation Entertainment, Inc. Common Stock $1,001 - $15,000 d Source
2020-04-272019-02-06Buy HIW Highwoods Properties, Inc. $1,001 - $15,000 d Source
2020-04-272019-02-06Sale RGLD Royal Gold, Inc. - Common Stock $1,001 - $15,000 c Source
2020-04-272019-02-06Buy PATK Patrick Industries, Inc. - Common Stock $1,001 - $15,000 c Source
2020-04-272019-02-06Buy EXEL Exelixis, Inc. $1,001 - $15,000 c Source
2020-04-272019-02-05Partial sale PFE Pfizer, Inc. Common Stock $1,001 - $15,000 g Source
2020-04-272019-02-05Buy HPQ HP Inc. Common Stock $1,001 - $15,000 g Source
2020-04-272019-02-05Partial sale CMCSA Comcast Corporation - Class A Common Stock $1,001 - $15,000 g Source
2020-04-272019-02-05Buy BK The Bank of New York Mellon Corporation... $1,001 - $15,000 g Source
2020-04-272019-02-05Partial sale VZ Verizon Communications Inc. Common Stock $1,001 - $15,000 f Source
2020-04-272019-02-05Partial sale NSRGY NESTLE S.A S/ADR $1,001 - $15,000 f Source

Other members from FL

Members who trade the same stocks

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.

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