Donna E. Shalala

Donna E. Shalala Representative, Florida

Democrat District 27Former Member

Track the congressional stock trading activity of Donna E. Shalala (Democrat, Representative – Florida, former member of Congress). Their disclosed stock portfolio is valued at approximately $4.5M. Under the STOCK Act, members of Congress must publicly disclose all securities transactions within 45 days.

Top holdings in Donna E. Shalala's portfolio include IWF, OAYMX, VIG, HLMIX, and AVGO. View detailed trading activity, portfolio performance history, sector allocation, and individual stock transactions below.

Portfolio Calculation Disclaimer

These calculations are estimations based on available data recorded from 2020 onwards. We aim to improve accuracy over time but do not guarantee the precision of these figures. Actual portfolio values may differ from our calculations.

Donna E. Shalala

Donna E. Shalala

DemocratFlorida

Representative (District 27)

Politician Info

Role
Representative
Years in Office
2019 - 2021
Age
85 years

Filing Statistics

Avg. Reporting Time
6 days
Avg. Filing Frequency
28 days
Time Since Last Filing
No data

Biography

Donna E. Shalala is a Representative from Florida.

Committees

As of 4 November 2026

No committee assignments on record.

Portfolio Overview

Summary
Total Value
Monthly Change
-1.9%

Portfolio Performance

3.3%
10 Nov 2025
06 Nov 2026

Unlock Performance History

Create a free account to view detailed historical returns and portfolio growth.

Top Holdings

$4.5M
Portfolio value
IWF(iShares Russell 1000 Growth ETF)
11.9%
$541.4K
OAYMX(OAYMX)
11.9%
$540.2K
VIG(Vanguard Dividend Appreciation ETF)
10.1%
$456.2K
HLMIX(Harding Loevner International Equity Portfolio)
5.2%
$237.2K
AVGO(Broadcom Inc.)
4.1%
$184.8K
OTHER
51.9%
$2.4M
Uninvested cash
4.9%
$223.8K

Recent Trades

DateTickerAmount
19 Jun 2020−US$8,001
19 Jun 2020−US$175,001
13 May 2020−US$175,001
07 May 2020−US$8,001
07 May 2020−US$32,501
07 May 2020−US$8,001
07 May 2020−US$32,501
07 May 2020−US$375,001
31 Mar 2020−US$8,001
23 Dec 2019+US$8,001

Sector Allocation

Asset Distribution

Financial Services

55.43%

Technology

8.16%

Consumer Cyclical

6.47%

Uninvested cash

4.93%

Industrials

3.99%

Healthcare

1.69%

Consumer Defensive

1.45%

Real Estate

0.7%

Basic Materials

0.65%

Utilities

0.44%

Communication Services

0.32%
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