Donna Shalala

Following their disclosures vs. same money in SPY: -36.3 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	TG TGNA	$1K–$15K	2020-03-31	2020-07-21 LATE	PDF →
SELL	TG TGNA	$15K–$50K	2019-04-01	2020-07-21 LATE	PDF →
SELL	LE LEN	$100K–$250K	2020-06-19	2020-06-23	PDF →
SELL	LE LEN.B	$1K–$15K	2020-06-19	2020-06-23	PDF →
SELL	LE LEN	$100K–$250K	2020-05-13	2020-05-15	PDF →
SELL	LE LEN	$250K–$500K	2020-05-07	2020-05-15	PDF →
SELL	LE LEN.B	$1K–$15K	2020-05-07	2020-05-15	PDF →
SELL	TG TGNA	$15K–$50K	2020-05-07	2020-05-15	PDF →
SELL	TE TEVA	$1K–$15K	2020-05-07	2020-05-15	PDF →
SELL	WS WSO	$15K–$50K	2020-05-07	2020-05-15	PDF →
EXCHANGE	GC GCI	$1K–$15K	2019-11-20	2020-04-27 LATE	PDF →
SELL	MD MD	$50K–$100K	2019-10-15	2020-04-27 LATE	PDF →
SELL	DL DLR	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	DO DOW	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	WF WFC	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	PF PFE	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	BL BLK	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	LM LMT	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	KO KO	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	BK BK	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	MC MCD	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	WM WMT	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	JP JPM	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	CS CSCO	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	MS MSFT	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	JN JNJ	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	AA AAPL	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	CM CMCSA	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	CO COP	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →
SELL	SR SRE	$1K–$15K	2019-08-28	2020-04-27 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Shalala still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
AV AVGO		$59K	18.7%	+1424.5%	Apr 2020	Jun 2019
AV AVY		$55K	17.5%	+76.8%	Apr 2020	Jun 2019
TO TOL		$24K	7.5%	+510.2%	Apr 2020	Jun 2019
OX OXY		$17K	5.5%	+344.8%	Apr 2020	May 2019
AL ALLE		$15K	4.7%	+93.0%	Apr 2020	Jun 2019
BK BK		$14K	4.5%	+267.7%	Apr 2020	Aug 2019
WF WFC		$13K	4.2%	+240.2%	Apr 2020	Aug 2019
H H		$12K	3.9%	+215.8%	Apr 2020	Jun 2019
RI RIO		$11K	3.6%	+196.7%	Apr 2020	Jun 2019
AP APLE		$10K	3.3%	+167.2%	Apr 2020	Jun 2019
HP HPQ		$10K	3.2%	+161.9%	Apr 2020	Aug 2019
BK BKU		$10K	3.1%	+156.2%	Apr 2020	Jun 2019
KO KO		$9K	2.9%	+137.0%	Apr 2020	Aug 2019
LM LMT		$8K	2.4%	+93.7%	Apr 2020	Aug 2019
SP SPR		$7K	2.4%	+93.3%	Apr 2020	Jun 2019
PL PLNT		$7K	2.1%	-12.9%	Apr 2020	Jun 2019
PN PNW		$7K	2.1%	+73.3%	Apr 2020	Jun 2019
AO AOS		$6K	1.9%	+58.6%	Apr 2020	Jun 2019
PC PCH		$6K	1.9%	+57.9%	Apr 2020	Jun 2019
AM AMBA		$5K	1.5%	+26.1%	Apr 2020	Jun 2019
G G		$5K	1.5%	+22.3%	Apr 2020	Jun 2019
HI HIW		$5K	1.5%	+19.3%	Apr 2020	Jun 2019

Filings 5 on file · every disclosure Shalala has made