Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Donna Shalala
Following their disclosures vs. same money in SPY: -39.5 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 | 🔒Register for free to view | $1K–$15K | 2020-05-07 | 2020-05-15 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-05-07 | 2020-05-15 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-05-07 | 2020-05-15 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-05-07 | 2020-05-15 | 🔒 |
| EXCHANGE | 🔒Register for free to view | $1K–$15K | 2019-11-20 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2019-10-15 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-08-28 | 2020-04-27 LATE | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 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 |
$61K | 19.6% | +1468.6% | Apr 2020 | Jun 2019 | |
 AV AVY |
$52K | 16.7% | +65.7% | Apr 2020 | Jun 2019 | |
 TO TOL |
$23K | 7.4% | +488.6% | Apr 2020 | Jun 2019 | |
 OX OXY |
$17K | 5.4% | +334.9% | Apr 2020 | May 2019 | |
 BK BK |
$14K | 4.6% | +267.7% | Apr 2020 | Aug 2019 | |
 WF WFC |
$14K | 4.6% | +267.1% | Apr 2020 | Aug 2019 | |
 RI RIO |
$13K | 4.3% | +245.1% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $13K | 4.1% | +63.9% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $12K | 3.7% | +197.0% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $11K | 3.6% | +186.4% | Apr 2020 | Aug 2019 | |
| 🔒Register for free to view | $10K | 3.4% | +168.0% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $9K | 2.9% | +128.1% | Apr 2020 | Aug 2019 | |
| 🔒Register for free to view | $9K | 2.8% | +123.3% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $7K | 2.4% | +93.3% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $7K | 2.1% | -16.0% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $6K | 2.0% | +61.2% | Apr 2020 | Aug 2019 | |
| 🔒Register for free to view | $6K | 2.0% | +58.8% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $6K | 2.0% | +57.9% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $6K | 1.9% | +49.5% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $5K | 1.6% | +29.1% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $5K | 1.6% | +26.3% | Apr 2020 | Jun 2019 | |
| 🔒Register for free to view | $4K | 1.4% | +10.7% | Apr 2020 | Jun 2019 |
Filings 5 on file · every disclosure Shalala has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2020-07-21 2246d ago | 2 | PDF → |
| 2 | Annual | 2020-07-21 2246d ago | — | PDF → |
| 3 | PTR | 2020-06-23 2274d ago | 2 | PDF → |
| 4 | PTR | 2020-05-15 2313d ago | 6 | 🔒Register for free to view |
| 5 | PTR | 2020-04-27 2331d ago | 549 | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.