Donna E. Shalala
Filing statistics
Whale profile Estimated
Percentile blend among members with a trade in the last 12 months: 50% disclosed volume, 30% largest trade, 20% trade count.
- 12-month volume
- $0
- 0 trades · midpoints
- Largest trade
- $250,001 - $500,000
- Median midpoint $8K
- All-time volume
- $5.7M
- 566 trades
- Late filings
- 548
- Filed after the STOCK Act deadline
- Hindsight 15% moves
- 10.3% · 9 of 566
- Stock moved 15%+ the trade's way within 30 trading days
- Avg 30-day forward return
- -1.9%
- Sign-adjusted: buys +, sells −
Volumes are range midpoints; forward returns use public closing prices after the disclosed trade date, so they are hindsight: they describe what the stock did, not what anyone could have known. Late filings are counted from official dates only. How this is calculated
Estimated portfolio Estimated
Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated
Top holdings Estimated
- BankUnited, Inc.25.8%$9.1K
- Pinnacle West Capital Corporation25.8%$9.1K
- Apple Hospitality REIT, Inc.23.7%$8.3K
- Ambarella, Inc.22.7%$8K
- WaFd, Inc.1.9%$654
- Apollo Commercial Real Estate Finance, Inc.0.2%$69
- SITE Centers Corp.0.1%$27
- Apartment Investment and Management Company0.0%$7
Sector allocation Estimated
- Financial Services27.6%$9.7K
- Utilities25.8%$9.1K
- Real Estate24.0%$8.4K
- Technology22.7%$8K
Trades
Best buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| AXGN | Axogen, Inc. (AXgN) | Buy | Self | $1,001 - $15,000 | +306.3% | Apr 16, 2019 | Apr 27, 2020377d | Filing |
| LAUR | Laureate Education, Inc. - Class A (LAUR) | Buy | Self | $1,001 - $15,000 | +114.9% | Jun 4, 2019 | Apr 27, 2020328d | Filing |
| CCS | Century Communities, Inc. (CCS) | Buy | Self | $1,001 - $15,000 | +79.2% | Feb 6, 2019 | Apr 27, 2020446d | Filing |
Worst buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| PLCE | Children's Place, Inc. (PLCE) | Buy | Self | $1,001 - $15,000 | -254.1% | Apr 16, 2019 | Apr 27, 2020377d | Filing |
| MED | MEDIFAST INC (MED) | Buy | Self | $1,001 - $15,000 | -237.9% | Apr 30, 2019 | Apr 27, 2020363d | Filing |
| NVCR | NovoCure Limited - ordinary Shares (NVCR) | Buy | Self | $1,001 - $15,000 | -237.0% | Jun 19, 2019 | Apr 27, 2020313d | Filing |
Totals: $1.4M bought and $4.3M sold (range midpoints); first trade Jan 9, 2019, last trade Jun 19, 2020. Stats computed Nov 6, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.