Rep. Donna Shalala Stock Trades
Rep. Donna Shalala (U.S. House · FL27) has disclosed 20 congressional stock transactions under the Stop Trading on Congressional Knowledge (STOCK) Act between Feb 5, 2019 and Apr 27, 2020, including 5 purchases and 15 sales across 8 distinct stock tickers. Most-traded stocks include Broadcom Inc. ($AVGO), UnitedHealth Group Incorporated ($UNH), JPMorgan Chase & Co. ($JPM), Wells Fargo & Company ($WFC), Microsoft Corporation ($MSFT).
Hon. Donna Shalala (FL-27) executed numerous stock transactions totaling primarily in the $1,001-$15,000 range, with a few positions reaching $15,001-$50,000, across a diversified portfolio held in Morgan Stanley Rollover IRA and Active Assets accounts throughout early-to-mid 2019. The filing shows a pattern of purchases followed by sales, with notable larger positions in AIA Group Ltd. ADR ($15,001-$50,000 sale on 06/24/2019), Allianz SE ADS ($15,001-$50,000 sale on 06/24/2019), and Avery Dennison Corporation ($15,001-$50,000 purchase on 03/06/2019).
| Stock / Asset | Action | Amount Range | Traded | Filing |
|---|---|---|---|---|
|
$VZ
Verizon Communications Inc.
|
Sale (Full) | $1,001 - $15,000 | Aug 28, 2019 | PTR PDF ↗ |
|
$CVX
Chevron Corporation
|
Sale (Full) | $1,001 - $15,000 | Aug 28, 2019 | PTR PDF ↗ |
|
$WFC
Wells Fargo & Company
|
Sale (Full) | $1,001 - $15,000 | Aug 28, 2019 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Sale (Full) | $1,001 - $15,000 | Aug 28, 2019 | PTR PDF ↗ |
|
$AAPL
Apple Inc.
|
Sale (Full) | $1,001 - $15,000 | Aug 28, 2019 | PTR PDF ↗ |
|
$MSFT
Microsoft Corporation
|
Sale (Full) | $1,001 - $15,000 | Aug 28, 2019 | PTR PDF ↗ |
|
$UNH
UnitedHealth Group Incorporated
|
Sale (Full) | $1,001 - $15,000 | Jun 24, 2019 | PTR PDF ↗ |
|
$AVGO
Broadcom Inc.
|
Sale (Full) | $1,001 - $15,000 | Jun 24, 2019 | PTR PDF ↗ |
|
$AVGO
Broadcom Inc.
|
Purchase | $1,001 - $15,000 | Jun 4, 2019 | PTR PDF ↗ |
|
$AVGO
Broadcom Inc.
|
Purchase | $1,001 - $15,000 | May 22, 2019 | PTR PDF ↗ |
|
$WFC
Wells Fargo & Company
|
Purchase | $1,001 - $15,000 | May 20, 2019 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Purchase | $1,001 - $15,000 | May 20, 2019 | PTR PDF ↗ |
|
$UNH
UnitedHealth Group Incorporated
|
Sale (Partial) | $1,001 - $15,000 | Feb 15, 2019 | PTR PDF ↗ |
|
$UNH
UnitedHealth Group Incorporated
|
Sale (Partial) | $50,001 - $100,000 | Feb 15, 2019 | PTR PDF ↗ |
|
$VZ
Verizon Communications Inc.
|
Sale (Partial) | $1,001 - $15,000 | Feb 5, 2019 | PTR PDF ↗ |
|
$CVX
Chevron Corporation
|
Sale (Partial) | $1,001 - $15,000 | Feb 5, 2019 | PTR PDF ↗ |
|
$WFC
Wells Fargo & Company
|
Purchase | $1,001 - $15,000 | Feb 5, 2019 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Sale (Partial) | $1,001 - $15,000 | Feb 5, 2019 | PTR PDF ↗ |
|
$AAPL
Apple Inc.
|
Sale (Partial) | $1,001 - $15,000 | Feb 5, 2019 | PTR PDF ↗ |
|
$MSFT
Microsoft Corporation
|
Sale (Partial) | $1,001 - $15,000 | Feb 5, 2019 | PTR PDF ↗ |