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Donna Shalala

Donna Shalala

DEM
House · FL
Data as of 7:52 PM UTC
CAGR
+18.0%
Trades
452
Win Rate
52%
Sharpe
0.12
Beta
0.73
Max DD
(100.0%)
CAGR
+18.0%
Trades
452
Win Rate
52%
Sharpe
0.12
Beta
0.73
Max DD
(100.0%)

Donna Shalala portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
FUNDSellLennar Corporation Class B$1K - $15KJun 19, 2020Jun 19, 2020
FUNDSellLennar Corporation Class B$1K - $15KMay 7, 2020May 7, 2020
TGNASellTEgNA Inc$1K - $15KMar 31, 2020Mar 31, 2020
GCISellgannett Co., Inc.$1K - $15KNov 20, 2019Nov 30, 2019
AAPLSellApple Inc.$1K - $15KAug 28, 2019Aug 31, 2019
TSellAT&T Inc.$1K - $15KAug 28, 2019Aug 31, 2019
BLKSellBlackRock, Inc.$1K - $15KAug 28, 2019Aug 31, 2019
CVXSellChevron Corporation$1K - $15KAug 28, 2019Aug 31, 2019
CBSellChubb Limited$1K - $15KAug 28, 2019Aug 31, 2019
CSCOSellCisco Systems, Inc.$1K - $15KAug 28, 2019Aug 31, 2019
100 trades
…

Donna Shalala (D-FL) Stock Trades & Portfolio

Donna Shalala is a United States Representative from FL affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 452 disclosed stock trades from Donna Shalala, filed under the STOCK Act. The portfolio compounds at 18.0% annualized — 0.8% above the S&P 500 benchmark over the same period, with a 57% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Donna Shalala (D-FL) has disclosed 452 trades under the STOCK Act; portfolio CAGR of 18.0% (+0.8% vs. the S&P 500); top tickers traded: FUND, CMCSA, TGNA.

Donna Shalala's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: FUND, CMCSA, TGNA. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 18.0% CAGR, +0.8% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Donna Shalala's disclosed portfolio value & net worth

Donna Shalala's disclosed stock portfolio is valued at approximately $619K across 54 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Donna Shalala's total net worth, not a complete measure of it.