House · Democrat · FL-27 · in the House since 2019 · Latest annual report · shalala.house.gov
From the annual report filed Feb 24, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| TIAA Traditional Annuity [FN] | $1M – $5M | Self |
| Wisconsin Retirement System [DB] | $250K – $500K | Self |
| Vanguard Div Appreciation ETF (VIG) [EF] | $250K – $500K | Self |
| iShares MSCI EAFE Min Vol Factor ETF (EFAV) [EF] | $100K – $250K | Self |
| Harding Loevner International Equity Portfolio Institutional Class (HLMIX) [MF] | $100K – $250K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jun 19, 2020 | Lennar Corp | Sale · Stock | $1K – $15K | Self | Filing |
| Jun 19, 2020 | Lennar Corp | Partial sale · Stock | $100K – $250K | Self | Filing |
| May 13, 2020 | Lennar Corp | Partial sale · Stock | $100K – $250K | Self | Filing |
| May 7, 2020 | Watsco, Inc. | Sale · Stock | $15K – $50K | Self | Filing |
| May 7, 2020 | Teva Pharmaceutical Industries Ltd | Sale · Stock | $1K – $15K | Self | Filing |
| May 7, 2020 | Tegna Inc | Sale · Stock | $15K – $50K | Self | Filing |
| May 7, 2020 | Lennar Corp | Partial sale · Stock | $1K – $15K | Self | Filing |
| May 7, 2020 | Lennar Corp | Partial sale · Stock | $250K – $500K | Self | Filing |
| Mar 31, 2020 | Tegna Inc | Partial sale · Stock | $1K – $15K | Self | Filing |
| Nov 20, 2019 | USA TODAY Co Inc | Exchange · Stock | $1K – $15K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 22, 2020 | Vanguard Short-Term Corporate Bond ETF (VCSH) | Sale · ETF | $15K – $50K | Self | 2021 Annual Report filed Feb 24, 2021 |
| Dec 22, 2020 | SPDR S&P Regional Banking ETF (KRE) | Buy · ETF | $1K – $15K | Self | 2021 Annual Report filed Feb 24, 2021 |
| Dec 22, 2020 | SPDR S&P Bank ETF (KBE) | Buy · ETF | $1K – $15K | Self | 2021 Annual Report filed Feb 24, 2021 |
| Dec 22, 2020 | Blackstone Alternative Multi-Strategy Fund Class I (BXMIX) | Buy · Mutual fund | $1K – $15K | Self | 2021 Annual Report filed Feb 24, 2021 |
| Dec 16, 2020 | Harding Loevner International Equity Portfolio Institutional Class (HLMIX) | Buy · Mutual fund | $1K – $15K | Self | 2021 Annual Report filed Feb 24, 2021 |
From Donna E. Shalala's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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