House
Donna E. Shalala
—
Transactions
567
Total transactions associated with this filer
Disclosed purchases
173
$187.2K – $2.6M
Average modeled return
+121.4%
126 of 173 purchases modeled
Average vs. S&P 500
-73.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
126 of 173 disclosed purchases have modeled returns for this period. 47 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | Jan 23, 2019 | Nov 6, 2026 | +2167.9% | +212.8% | +1955.1% |
| AVGO | Broadcom Inc. | Jun 4, 2019 | Nov 6, 2026 | +1229.6% | +192.4% | +1037.2% |
| AVGO | Broadcom Inc. | May 22, 2019 | Nov 6, 2026 | +1212.2% | +187.2% | +1025.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Feb 15, 2019 | Nov 6, 2026 | +1061.4% | +197.1% | +864.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Apr 11, 2019 | Nov 6, 2026 | +950.8% | +184.6% | +766.2% |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Apr 5, 2019 | Nov 6, 2026 | +533.1% | +184.3% | +348.8% |
| TER | TERADYNE, INC | Mar 6, 2019 | Nov 6, 2026 | +464.0% | +197.1% | +266.9% |
| HL | HECLA MINING CO/DE/ | Jan 9, 2019 | Nov 6, 2026 | +422.1% | +219.4% | +202.6% |
| DBSDY | DBS GROUP HLDGS LTD S/ADR | Feb 15, 2019 | Nov 6, 2026 | +364.6% | +197.1% | +167.5% |
| TOL | Toll Brothers, Inc. | Jan 23, 2019 | Nov 6, 2026 | +377.1% | +212.8% | +164.3% |
| JCI | Johnson Controls International plc | Feb 15, 2019 | Nov 6, 2026 | +350.7% | +197.1% | +153.6% |
| TOL | Toll Brothers, Inc. | Apr 16, 2019 | Nov 6, 2026 | +332.2% | +182.7% | +149.4% |
| LAUR | LAUREATE EDUCATION, INC. | Jun 4, 2019 | Nov 6, 2026 | +329.0% | +192.4% | +136.6% |
| JPM | JPMORGAN CHASE & CO | May 20, 2019 | Nov 6, 2026 | +266.7% | +188.9% | +77.8% |
| VRTX | VERTEX PHARMACEUTICALS INC / MA | Apr 18, 2019 | Nov 6, 2026 | +225.3% | +182.9% | +42.5% |
| PATK | PATRICK INDUSTRIES INC | Feb 6, 2019 | Nov 6, 2026 | +238.3% | +202.1% | +36.2% |
| CWEN | Clearway Energy, Inc. | Apr 16, 2019 | Nov 6, 2026 | +211.5% | +182.7% | +28.8% |
| EXEL | EXELIXIS, INC. | Feb 6, 2019 | Nov 6, 2026 | +207.8% | +202.1% | +5.7% |
| COP | CONOCOPHILLIPS | May 20, 2019 | Nov 6, 2026 | +181.3% | +188.9% | -7.7% |
| EXEL | EXELIXIS, INC. | Jan 9, 2019 | Nov 6, 2026 | +193.9% | +219.4% | -25.5% |
| H | Hyatt Hotels Corp | Apr 3, 2019 | Nov 6, 2026 | +151.4% | +186.4% | -35.0% |
| H | Hyatt Hotels Corp | Apr 16, 2019 | Nov 6, 2026 | +146.6% | +182.7% | -36.2% |
| JNJ | JOHNSON & JOHNSON | May 20, 2019 | Nov 6, 2026 | +145.2% | +188.9% | -43.7% |
| RIO | RIO TINTO PLC | Apr 11, 2019 | Nov 6, 2026 | +139.3% | +184.6% | -45.3% |
| RIO | RIO TINTO PLC | Apr 10, 2019 | Nov 6, 2026 | +138.0% | +184.6% | -46.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 23 · 567 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| LEN | LENNAR CORP /NEW/ | Jun 19, 2020 | sale | $100.0K – $250.0K | Filing ↗ |
| LEN.B | LENNAR CORP /NEW/ | Jun 19, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| LEN | LENNAR CORP /NEW/ | May 13, 2020 | sale | $100.0K – $250.0K | Filing ↗ |
| LEN.B | LENNAR CORP /NEW/ | May 7, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| WSO | WATSCO INC | May 7, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| LEN | LENNAR CORP /NEW/ | May 7, 2020 | sale | $250.0K – $500.0K | Filing ↗ |
| TGNA | TEGNA Inc (TGNA) | May 7, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | May 7, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| TGNA | TEGNA Inc (TGNA) | Mar 31, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| GCI | Gannett Co., Inc. (GCI) | Nov 20, 2019 | exchange | $1.0K – $15.0K | Filing ↗ |
| MD | Pediatrix Medical Group, Inc. | Oct 15, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| MCD | MCDONALDS CORP | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| LMT | LOCKHEED MARTIN CORP | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| HPQ | HP INC | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| DOW | DOW INC. | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| DLR | DIGITAL REALTY TRUST, INC. | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| CB | Chubb Ltd | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | Aug 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians