Trade with Congress

Donna E. Shalala

DemocratDemocratRepresentative · FL-27former member

567 disclosed transactions · Jan 9, 2019 – Jun 19, 2020

Watch Donna E. Shalala

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$1.3M – $10.1M
Traded, all time
567 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
0%
Household trades
spouse, joint or child
98.6%
Filed late
avg 356 days to disclose

What they hold

Donna E. Shalala

Stock portfolio

$2.8M – $6.8M in disclosed securities · D-FL · House · 2019 filing

LEN
AMLP
UNH
IWF
VIG
Misc
  • LEN19%
  • AMLP11%
  • UNH7.8%
  • IWF5.9%
  • HLMIX5.2%
  • LISIX5.2%
  • VIG5.0%
  • OAYMX4.3%
  • Misc36%
Securities only — not net worth. Real property and private businesses are most of congressional wealth and have no ticker. Shares are of the midpoint of each disclosed bracket; because holdings are reported in ranges rather than amounts, positions in the same bracket appear equal. Source: 2019 annual disclosure. tradewithcongress.org

Disclosed assets

From the annual financial disclosure. Assets only — liabilities are not included.

$4.1M – $12.7M
Disclosed assets, 2019
82 holdings · filed Jul 21, 2020
Asset mix, 2019
  • Securities70$4.5M 53%
  • Insurance1$3.0M 36%
  • Retirement1$375K 4%
  • Private2$208K 2%
  • Cash7$189K 2%
  • Other1$175K 2%
Reported range by year2019–2019
$12.7M$6.4M$02019: $4.1M–$12.7M across 82 holdings2019

Band is the reported range; the line is its midpoint.

What they trade

Most traded

LENLEN3 trades · $450K – $1.0MUNHUNH3 trades · $52K – $130KMDMD1 trade · $50K – $100KAVYAVY4 trades · $18K – $95KAZSEY3 trades · $17K – $80KRHHBYRHHBY3 trades · $17K – $80KSAPSAP3 trades · $17K – $80KTSMTSM3 trades · $17K – $80KCHKPCHKP2 trades · $16K – $65KDBSDYDBSDY2 trades · $16K – $65K

Transactions

None in the last 12 months · 567 all time