Donna Shalala
DHouse · FL-27
STOCK Act filings · simulated, not advice.
annual holdings (5)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 05/15/2019 → 11/03/2026.
Simulated portfolio
+42.7%
SPY
+195.2%
vs SPY
-152.6%
Simulated portfolioSPYBuySell
Trades
567
Last traded
06/19/2020
Disclosed (est.)
$5.7M
File lag
343 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
TGNA TEgNA Inc (TgNA) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/31/2020 | 07/21/2020 | n/a | n/a | 20016984 |
TGNA TEgNA Inc (TgNA) | Sale (partial) Owner: Self | $15,001 - $50,000 | 04/01/2019 | 07/21/2020 | n/a | n/a | 20016984 |
LEN-B Lennar Corporation Class B (LEN.B) | Sale Owner: Self | $1,001 - $15,000 | 06/19/2020 | 06/23/2020 | -121.8% vs SPY +44.3% | -127.9% vs SPY +42.2% | 20016829 |
LEN Lennar Corporation Class A (LEN) | Sale (partial) Owner: Self | $100,001 - $250,000 | 06/19/2020 | 06/23/2020 | -63.2% vs SPY +102.9% | -66.3% vs SPY +103.7% | 20016829 |
LEN Lennar Corporation Class a (LEN) | Sale (partial) Owner: Self | $100,001 - $250,000 | 05/13/2020 | 05/15/2020 | -100.7% vs SPY +92.1% | -73.5% vs SPY +106.1% | 20016566 |
WSO Watsco, Inc. (WSo) | Sale Owner: Self | $15,001 - $50,000 | 05/07/2020 | 05/15/2020 | -136.1% vs SPY +50.6% | -131.7% vs SPY +47.9% | 20016566 |
TEVA Teva Pharmaceutical Industries Limited american Depositary Shares (TEVa) | Sale Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/15/2020 | -262.9% vs SPY -76.2% | -256.1% vs SPY -76.5% | 20016566 |
TGNA TEGNa Inc (TGNa) | Sale Owner: Self | $15,001 - $50,000 | 05/07/2020 | 05/15/2020 | n/a | n/a | 20016566 |
LEN-B Lennar Corporation Class B (LEN.B) | Sale (partial) Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/15/2020 | -160.6% vs SPY +26.1% | -132.7% vs SPY +46.9% | 20016566 |
LEN Lennar Corporation Class a (LEN) | Sale (partial) Owner: Self | $250,001 - $500,000 | 05/07/2020 | 05/15/2020 | -93.2% vs SPY +93.5% | -73.5% vs SPY +106.1% | 20016566 |
GCI gannett Co., Inc. (gCI) | Exchange Owner: Self | $1,001 - $15,000 | 11/20/2019 | 04/27/2020 | n/a | n/a | 20016481 |
MD Mednax, Inc. (MD) | Sale Owner: Self | $50,001 - $100,000 | 10/15/2019 | 04/27/2020 | -37.7% vs SPY +141.3% | -120.1% vs SPY +68.5% | 20016481 |
BLK BlackRock, Inc. (BLK) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -234.7% vs SPY -44.8% | -172.1% vs SPY +16.5% | 20016481 |
T AT&T Inc. (T) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -32.1% vs SPY +157.8% | -42.0% vs SPY +146.6% | 20016481 |
WFC Wells Fargo & Company (WFC) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -125.3% vs SPY +64.6% | -247.8% vs SPY -59.1% | 20016481 |
WMT Walmart Inc. (WMT) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -265.5% vs SPY -75.6% | -219.1% vs SPY -30.4% | 20016481 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -18.5% vs SPY +171.4% | -15.1% vs SPY +173.6% | 20016481 |
AAPL Apple Inc. (AAPL) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -573.1% vs SPY -383.2% | -394.0% vs SPY -205.3% | 20016481 |
BK The Bank of New York Mellon Corporation (BK) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | n/a | n/a | 20016481 |
SRE Sempra Energy (SRE) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -51.5% vs SPY +138.4% | -65.5% vs SPY +123.1% | 20016481 |
PFE Pfizer, Inc. (PFE) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -27.1% vs SPY +162.8% | -15.3% vs SPY +173.3% | 20016481 |
Unmapped occidental Petroleum Corporation | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | n/a | n/a | 20016481 |
NEE NextEra Energy, Inc. (NEE) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -81.7% vs SPY +108.2% | -66.2% vs SPY +122.5% | 20016481 |
NSRGY Nestle SA Sponsored ADR representing Registered Shares Series B (NSRgY) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -13.1% vs SPY +176.8% | -15.1% vs SPY +173.5% | 20016481 |
MSFT Microsoft Corporation (MSFT) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -308.7% vs SPY -118.8% | -224.3% vs SPY -35.6% | 20016481 |
MCD McDonald's Corporation (MCD) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -43.0% vs SPY +147.0% | -64.7% vs SPY +124.0% | 20016481 |
LMT Lockheed Martin Corporation (LMT) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -103.3% vs SPY +86.6% | -97.7% vs SPY +90.9% | 20016481 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -283.6% vs SPY -93.7% | -319.5% vs SPY -130.8% | 20016481 |
JNJ Johnson & Johnson (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -150.6% vs SPY +39.4% | -110.2% vs SPY +78.5% | 20016481 |
HPQ HP Inc. (HPQ) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -106.4% vs SPY +83.5% | -130.4% vs SPY +58.3% | 20016481 |
DOW Dow Inc. (DoW) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -18.2% vs SPY +171.8% | -33.8% vs SPY +154.8% | 20016481 |
DLR Digital Realty Trust, Inc. (DLR) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -89.6% vs SPY +100.3% | -45.4% vs SPY +143.2% | 20016481 |
COP ConocoPhillips (CoP) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -256.5% vs SPY -66.5% | -374.3% vs SPY -185.6% | 20016481 |
CMCSA Comcast Corporation - Class A (CMCSA) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | +28.2% vs SPY +218.1% | +18.8% vs SPY +207.4% | 20016481 |
KO Coca-Cola Company (Ko) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -113.9% vs SPY +76.0% | -146.4% vs SPY +42.3% | 20016481 |
CSCO Cisco Systems, Inc. (CSCo) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -170.3% vs SPY +19.7% | -191.0% vs SPY -2.3% | 20016481 |
CB Chubb Limited (CB) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -161.8% vs SPY +28.1% | -265.9% vs SPY -77.3% | 20016481 |
CVX Chevron Corporation (CVX) | Sale Owner: Self | $1,001 - $15,000 | 08/28/2019 | 04/27/2020 | -161.6% vs SPY +28.3% | -232.7% vs SPY -44.0% | 20016481 |
CATY Cathay general Bancorp (CATY) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -141.6% vs SPY +43.6% | -203.4% vs SPY -14.7% | 20016481 |
CMD Cantel Medical Corp. (CMD) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
CNI Canadian National Railway Company (CNI) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -57.3% vs SPY +127.9% | -73.7% vs SPY +115.0% | 20016481 |
CDNS Cadence Design Systems, Inc. (CDNS) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -354.2% vs SPY -169.0% | -312.6% vs SPY -123.9% | 20016481 |
BURL Burlington Stores, Inc. (BURL) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -37.4% vs SPY +147.8% | -28.4% vs SPY +160.2% | 20016481 |
ADDYY adidas Ag Sponsored ADR (ADDYY) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | +33.4% vs SPY +218.6% | +9.3% vs SPY +197.9% | 20016481 |
BRKR Bruker Corporation (BRKR) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -19.1% vs SPY +166.1% | -53.6% vs SPY +135.0% | 20016481 |
AVGO Broadcom Inc. (AVgo) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -1317.4% vs SPY -1132.1% | -1341.8% vs SPY -1153.2% | 20016481 |
BDN Brandywine Realty Trust (BDN) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | +58.2% vs SPY +243.4% | +45.2% vs SPY +233.8% | 20016481 |
BIIB Biogen Inc. (BIIB) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -5.5% vs SPY +179.7% | +18.4% vs SPY +207.1% | 20016481 |
BERY Berry global group, Inc. (BERY) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
ADUS Addus HomeCare Corporation (ADUS) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -69.8% vs SPY +115.5% | -60.8% vs SPY +127.8% | 20016481 |
BAMXY Bayerische Motoren Werke Ag Unsponsored ADR (BAMXY) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
BKU BankUnited, Inc. (BKU) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -68.5% vs SPY +116.7% | -160.8% vs SPY +27.8% | 20016481 |
BXS BancorpSouth Bank (BXS) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
BBVA Banco Bilbao Vizcaya Argentaria S.A. (BBVA) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -555.4% vs SPY -370.1% | -981.7% vs SPY -793.1% | 20016481 |
BCPC Balchem Corporation (BCPC) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -87.0% vs SPY +98.2% | -94.7% vs SPY +93.9% | 20016481 |
BIDU Baidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share (BIDU) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | +34.0% vs SPY +219.3% | +20.8% vs SPY +209.4% | 20016481 |
AXGN Axogen, Inc. (AXgN) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -154.5% vs SPY +30.7% | -445.2% vs SPY -256.5% | 20016481 |
AVY Avery Dennison Corporation (AVY) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -88.9% vs SPY +96.4% | -81.3% vs SPY +107.3% | 20016481 |
ADSK Autodesk, Inc. (ADSK) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -49.7% vs SPY +135.5% | -42.3% vs SPY +146.4% | 20016481 |
ATLKY Atlas Copco Ab Sponsored ADR repstg Class A (ATLKY) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -185.7% vs SPY -0.4% | -152.4% vs SPY +36.2% | 20016481 |
ZION Zions Bancorporation N.A. (ZIoN) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -90.3% vs SPY +95.0% | -162.0% vs SPY +26.7% | 20016481 |
ZEN Zendesk, Inc. (ZEN) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
YNDX Yandex N.V. - Class A ordinary Shares (YNDX) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
WH Wyndham Hotels & Resorts, Inc. (WH) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -61.0% vs SPY +124.2% | -136.4% vs SPY +52.3% | 20016481 |
WYND Wyndham Destinations, Inc. Common Stock (WYND) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
WING Wingstop Inc. (WINg) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -95.8% vs SPY +89.4% | -55.2% vs SPY +133.5% | 20016481 |
WDC Western Digital Corporation (WDC) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -1072.8% vs SPY -887.6% | -933.1% vs SPY -744.4% | 20016481 |
WST West Pharmaceutical Services, Inc. (WST) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -239.9% vs SPY -54.6% | -114.2% vs SPY +74.4% | 20016481 |
APNHY Aspen Pharmacare Holdings plc Unsponsored ADR (APNHY) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -52.0% vs SPY +133.2% | -79.5% vs SPY +109.2% | 20016481 |
WTS Watts Water Technologies, Inc. Class A (WTS) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -317.3% vs SPY -132.1% | -360.3% vs SPY -171.7% | 20016481 |
WAFD Washington Federal, Inc. (WAFD) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -13.6% vs SPY +171.6% | -37.7% vs SPY +150.9% | 20016481 |
WPC W. P. Carey Inc. REIT (WPC) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -18.7% vs SPY +166.5% | -49.7% vs SPY +139.0% | 20016481 |
AWI Armstrong World Industries Inc (AWI) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -88.8% vs SPY +96.5% | -132.8% vs SPY +55.8% | 20016481 |
VRTX Vertex Pharmaceuticals Incorporated (VRTX) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -193.2% vs SPY -8.0% | -106.6% vs SPY +82.1% | 20016481 |
VRNS Varonis Systems, Inc. (VRNS) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -140.8% vs SPY +44.4% | -126.8% vs SPY +61.8% | 20016481 |
UNH UnitedHealth group Incorporated Common Stock (UNH) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -83.8% vs SPY +101.5% | -57.0% vs SPY +131.6% | 20016481 |
UBSI United Bankshares, Inc. (UBSI) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -80.7% vs SPY +104.6% | -117.1% vs SPY +71.6% | 20016481 |
UL Unilever PLC (UL) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | -17.4% vs SPY +167.8% | -41.7% vs SPY +147.0% | 20016481 |
Unmapped Unicharm Corp Sponsored ADR | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
UMPQ Umpqua Holdings Corporation (UMPQ) | Sale Owner: Self | $1,001 - $15,000 | 06/24/2019 | 04/27/2020 | n/a | n/a | 20016481 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.