Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| FUND | Sell | Lennar Corporation Class B | Jun 19, 2020 |
| FUND | Sell | Lennar Corporation Class B | May 7, 2020 |
| TGNA | Sell | TEgNA Inc | Mar 31, 2020 |
| GCI | Sell | gannett Co., Inc. | Nov 20, 2019 |
| AAPL | Sell | Apple Inc. | Aug 28, 2019 |
| T | Sell | AT&T Inc. | Aug 28, 2019 |
| BLK | Sell | BlackRock, Inc. | Aug 28, 2019 |
| CVX | Sell | Chevron Corporation | Aug 28, 2019 |
| CB | Sell | Chubb Limited | Aug 28, 2019 |
| CSCO | Sell | Cisco Systems, Inc. | Aug 28, 2019 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: FUND, CMCSA, TGNA. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.