Congressional stock trades · Member
Donna E. Shalala
Former representative · FL-27 · Democrat
560 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 2 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2020-07-21 | 2020-03-31 | 112 ·>45 | Member | TEGNA Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-21 | 2019-04-01 | 477 ·>45 | Member | TEGNA Inc | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-06-23 | 2020-06-19 | 4 | Member | LEN.BLennar Corporation Class B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-23 | 2020-06-19 | 4 | Member | LENLennar Corporation Class A | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2020-05-15 | 2020-05-13 | 2 | Member | LENLennar Corporation Class a | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | TEVATeva Pharmaceutical Industries Limited american Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | LEN.BLennar Corporation Class B | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | TEGNA Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | WSOWatsco, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-15 | 2020-05-07 | 8 | Member | LENLennar Corporation Class a | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2020-04-27 | 2019-11-20 | 159 ·>45 | Member | Gannett Co., Inc. | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-10-15 | 195 ·>45 | Member | Mednax, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | HPQHP Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | CVXChevron Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | COPConocoPhillips | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | LMTLockheed Martin Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | DOWDow Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | MCDMcDonald's Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | WFCWells Fargo & Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | SRESempra Energy | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | DLRDigital Realty Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | OXYOccidental Petroleum Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | CBChubb Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-08-28 | 243 ·>45 | Member | BNYThe Bank of New York Mellon Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ZIONZions Bancorporation N.A. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PNWPinnacle West Capital Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SGS SA ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CDNSCadence Design Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | MEDMEDIFAST INC | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HPHelmerich & Payne, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CCOICogent Communications Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | EGBNEagle Bancorp, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FIBKFirst Interstate BancSystem, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Seattle genetics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AIA group, Ltd. Sponsored American Depository Receipt | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Nuance Communications, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Alfa-Laval Ab Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Naspers Limited N Shs Sponsored American Depositary Receipt Representing Class N Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CVLTCommVault Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SITCSITE Centers Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Lukoil Co Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BancorpSouth Bank | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Chugai Pharmaceutical Ltd Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | China Mobile Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HSBCHSBC Holdings, plc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Global Blood Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Wyndham Destinations, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AVYAvery Dennison Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AIVApartment Investment and Management Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | VRNSVaronis Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Sysmex Corporation Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | LAURLaureate Education, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | L3 Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FFINFirst Financial Bankshares, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PTENPatterson-UTI Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Berry global group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Dentsu Inc Tokyo Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Symrise Ag Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CHEChemed Corp | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Pluralsight, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | TELTE Connectivity Ltd. New Switzerland Registered Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | RGAReinsurance group of America, Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | VRTXVertex Pharmaceuticals Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | L'oreal Co. American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FOXFFox Factory Holding Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BIIBBiogen Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PNRPentair plc. ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WINGWingstop Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | OXMOxford Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | MPWRMonolithic Power Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | EVO Payments, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PotlatchDeltic Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CoreSite Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HEHawaiian Electric Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PLCEChildren's Place, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | POWIPower Integrations, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | QTS Realty Trust, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Qurate Retail, Inc. - Series A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | IFNNYInfineon Technologies Ag | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PHMPultegroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Amedisys Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | UBSIUnited Bankshares, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Federated Investors, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BCPCBalchem Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WTSWatts Water Technologies, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | DEODiageo plc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CNICanadian National Railway Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Sealed Air Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | JCIJohnson Controls International plc ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ARIApollo Commercial Real Estate Finance, Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Exact Sciences Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Umpqua Holdings Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CRUSCirrus Logic, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | IONSIonis Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Flagstar Bancorp, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WDCWestern Digital Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Discovery, Inc. - Series A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | LBRDKLiberty Broadband Corporation - Class C | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PLNTPlanet Fitness, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SLBSchlumberger N.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | IBNICICI Bank Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Twitter, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AXGNAxogen, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WPCW. P. Carey Inc. REIT | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CHKPCheck Point Software Technologies Ltd. - ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Aspen Pharmacare Holdings plc Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | APCAnadarko Petroleum Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AOSA.o. Smith Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SAPSAP SE ADS | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | DLBDolby Laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | TRMKTrustmark Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ADUSAddus HomeCare Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | USPHU.S. Physical Therapy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Bayerische Motoren Werke Ag Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Liberty Media Corporation - Series C Liberty SiriusXM | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PDMPiedmont office Realty Trust, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ITUBItau Unibanco Banco Holding SA American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AMCXAMC Networks Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Fuchs Petrolub SE Unsponsored American Depository ReceiptRepresenting Preferenced Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CDECoeur Mining, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AWIArmstrong World Industries Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WSTWest Pharmaceutical Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | REXRRexford Industrial Realty, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Cree, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | GLTorchmark Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | WHWyndham Hotels & Resorts, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BOOMDMC global Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SITESiteone Landscape Supply, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ULUnilever PLC | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HIWHighwoods Properties, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Atlas Copco Ab Sponsored ADR repstg Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Kubota Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Dbs group Holdings Ltd ord American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | People's United Financial, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Roche Holdings Ag Basel American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ROLRollins, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ABEVAmbev S.A. American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CHHChoice Hotels International, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | NUENucor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | SHAKShake Shack, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Washington Federal, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | IRTCIRhythm Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | NOW Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | DORMDorman Products, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Yandex N.V. - Class A ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Radius Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BKUBankUnited, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | EPIROC AKTIEBOLAG ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CATYCathay general Bancorp | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Zendesk, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Paramount group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BRKRBruker Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Novozymes A/S Unsponsored American Depositary Receipt | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CRLCharles River Laboratories International, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Fomento Economico Mexicano S.A.B. de C.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HHyatt Hotels Corporation Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HLHecla Mining Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | PRGSProgress Software Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Fanuc Corporation Unsponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Lancaster Colony Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | AVGOBroadcom Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Dassault Systemes, S.A. American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | L'AIR Liquide ord American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Allergan plc ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FIVEFive Below, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Coupa Software Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | RIORio Tinto Plc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Citrix Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | CWENClearway Energy, Inc. Class C | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | ProAssurance Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | BIDUBaidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | TERTeradyne, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | STESTERIS plc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Komatsu Ltd ord American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Allianz SE ADS | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | FLRFluor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | LINLinde plc ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | NEOGNeogen Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | Temenos group Ag SPONSORED ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | National oilwell Varco, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | APLEApple Hospitality REIT, Inc. Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-27 | 2019-06-24 | 308 ·>45 | Member | HCSGHealthcare Services group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
125 assets with a value on the report filed 2020-07-21, 37 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Citibank Accounts | Other | Member | $15,001 - $50,000 |
| LENLennar Corporation Class A | Stock | Member | $250,001 - $500,000 |
| LEN.BLennar Corporation Class B | Stock | Member | $1,001 - $15,000 |
| Miami Rental Property | Other | Member | $100,001 - $250,000 |
| Blackstone Alternative Alpha Adv | Other | Member | None |
| Alerian MLP ETF | Fund | Member | None |
| AAPLApple Inc. | Stock | Member | None |
| TAT&T Inc. | Stock | Member | None |
| BNYBank of New York Mellon Corporation | Stock | Member | None |
| BLKBlackRock, Inc. | Stock | Member | None |
| CVXChevron Corporation | Stock | Member | None |
| CBChubb Limited | Stock | Member | None |
| CSCOCisco Systems, Inc. | Stock | Member | None |
| KOCoca-Cola Company | Stock | Member | None |
| CMCSAComcast Corporation - Class A | Stock | Member | None |
| COPConocoPhillips | Stock | Member | None |
| DLRDigital Realty Trust, Inc. | Stock | Member | None |
| DOWDow Inc. | Stock | Member | None |
| First Trust Preferred Securities and Income ETF | Fund | Member | $15,001 - $50,000 |
| FT North American Energy INFRA | Fund | Member | $15,001 - $50,000 |
| HPQHP Inc. | Stock | Member | None |
| ISHARES CORE MSCI EAFE ETF | Fund | Member | $50,001 - $100,000 |
| ISHARES CORE MSCI EUROPE | Fund | Member | $100,001 - $250,000 |
| ISHARES EDGE MSCI MIN VOL EAFE | Fund | Member | None |
| ISHARES EDGE MSCI VOL EMER | Fund | Member | $15,001 - $50,000 |
| ISHARES INC MSCI JAPAN ETF | Fund | Member | $15,001 - $50,000 |
| iShares International Select Dividend ETF | Fund | Member | None |
| ISHARES RUSSELL 1000 GRW ETF | Fund | Member | $50,001 - $100,000 |
| ISHARES RUSSELL 1000 VALUE ETF | Fund | Member | $15,001 - $50,000 |
| ISHARES RUSSELL 2000 GRWTH ETF | Fund | Member | $15,001 - $50,000 |
| ISHARES RUSSELL 2000 VALUE ETF | Fund | Member | $15,001 - $50,000 |
| ISHARES RUSSELL MIDCAP G ETF | Fund | Member | $15,001 - $50,000 |
| ISHARES RUSSELL MIDCAP V ETF | Fund | Member | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Member | None |
| JPMJP Morgan Chase & Co. | Stock | Member | None |
| LMTLockheed Martin Corporation | Stock | Member | None |
| MCDMcDonald's Corporation | Stock | Member | None |
| MSFTMicrosoft Corporation | Stock | Member | None |
| Morgan Stanley Private Bank Account | Other | Member | $15,001 - $50,000 |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Member | None |
| NEENextEra Energy, Inc. | Stock | Member | None |
| NUVEEN INT DUR MUNI BOND I | Fund | Member | $100,001 - $250,000 |
| NUVEEN LTD TERM MUNI BOND I | Fund | Member | $15,001 - $50,000 |
| OXYOccidental Petroleum Corporation | Stock | Member | None |
| PFEPfizer, Inc. | Stock | Member | None |
| PIMCO Enhanced Short Maturity Active ETF | Fund | Member | $15,001 - $50,000 |
| SRESempra Energy | Stock | Member | None |
| SPDR BLACKSTONE GSO SEN LOAN | Fund | Member | $15,001 - $50,000 |
| SPDR DoubleLine Total Return Tactical ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Dividend Appreciation | Fund | Member | $15,001 - $50,000 |
| VANGUARD REAL ESTATE ETF | Fund | Member | $15,001 - $50,000 |
| VANGUARD SHORT TERM BOND | Fund | Member | $15,001 - $50,000 |
| VZVerizon Communications Inc. | Stock | Member | None |
| WMTWalmart Inc. | Stock | Member | None |
| WFCWells Fargo & Company | Stock | Member | None |
| WISDOMTREE EMERGING MARKETS EX-STATE OWNED (XSOE)EX-ST OW | Fund | Member | $15,001 - $50,000 |
| WISDOMTREE TRUST JAPN HEDGE EQ | Fund | Member | None |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | Fund | Member | None |
| WisdomTree U.S. SmallCap Dividend Fund | Fund | Member | None |
| WisdomTree U.S. SmallCap Dividend Growth Fund | Fund | Member | None |
| WISDOMTREE US MIDCAP DIVIDEND FUND | Fund | Member | None |
| CLColgate-Palmolive Company | Stock | Member | None |
| DDDowDuPont Inc. | Stock | Member | None |
| LOWLowe's Companies, Inc. | Stock | Member | None |
| Morgan Stanley Bank Account | Other | Member | $1,001 - $15,000 |
| Gannett Co., Inc. | Stock | Member | $1,001 - $15,000 |
| LENLennar Corporation Class A | Stock | Member | $250,001 - $500,000 |
| LENLennar Corporation Class A | Stock | Member | $100,001 - $250,000 |
| LEN.BLennar Corporation Class B | Stock | Member | $1,001 - $15,000 |
| Mednax, Inc. | Stock | Member | None |
| Morgan Stanley Private Bank Account | Other | Member | $1,001 - $15,000 |
| TEGNA Inc | Stock | Member | $15,001 - $50,000 |
| TEVATeva Pharmaceutical Industries Limited American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $250,001 - $500,000 |
| WSOWatsco, Inc. | Stock | Member | $15,001 - $50,000 |
| Morgan Stanley Private Bank Account | Other | Member | $1 - $1,000 |
| PE Premier BTAS IV Feeder | Other | Member | $100,001 - $250,000 |
| PEP II Onshore Class A | Other | Member | $15,001 - $50,000 |
| CERES ORION LP CL A | Other | Member | None |
| CERES Tactical Commodity LP | Other | Member | None |
| MF Premier Energy II LP | Other | Member | None |
| Angel Oak Multi Strat Inc I | Fund | Member | $15,001 - $50,000 |
| Blackstone Mult-Strat Inst | Fund | Member | $15,001 - $50,000 |
| FT North American Energy Infra | Fund | Member | $1,001 - $15,000 |
| Fuller & Thaler BHV SMOP EQINST | Fund | Member | $1,001 - $15,000 |
| Harding Loevner Intl Eqty Inst | Fund | Member | $50,001 - $100,000 |
| IShares Russell 1000 GRW ETF | Fund | Member | $15,001 - $50,000 |
| IShares Russell 2000 GRWTH ETF | Fund | Member | $1,001 - $15,000 |
| IShares Russell Micap V ETF | Fund | Member | $1,001 - $15,000 |
| IShares Russell Midcap G ETF | Fund | Member | $1,001 - $15,000 |
| Lazard Emrg Mkt Eq Blend Inst | Fund | Member | $15,001 - $50,000 |
| Lazard Intl Strat Eq Ptf Inst | Fund | Member | $50,001 - $100,000 |
| Morgan Stanley Private Bank NA # | Other | Member | $50,001 - $100,000 |
| Oakmark Fund Advisor | Fund | Member | $15,001 - $50,000 |
| Oakmark Fund Advisor Class | Fund | Member | $100,001 - $250,000 |
| Vanguard Dividend Appreciation | Fund | Member | $15,001 - $50,000 |
| Western Asset Core Plus BD I | Fund | Member | $15,001 - $50,000 |
| Wisdomtree Emerg Mkt EX-ST OW | Fund | Member | $15,001 - $50,000 |
| Blackstone Alternative Multi-Strategy Fund | Fund | Member | $15,001 - $50,000 |
| First Trust North American Energy Infrastructure Fund | Fund | Member | $15,001 - $50,000 |
| Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Shares | Fund | Member | $15,001 - $50,000 |
| Harding Loevner International Equity Portfolio Institutional Class | Fund | Member | $100,001 - $250,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $100,001 - $250,000 |
| iShares Russell 2000 Growth ETF | Fund | Member | $15,001 - $50,000 |
| iShares Russell Midcap Growth ETF | Fund | Member | $15,001 - $50,000 |
| iShares Russell Mid-cap Value ETF | Fund | Member | $15,001 - $50,000 |
| Lazard Emerging Markets Equity Blend Portfolio Institutional Shares | Fund | Member | $50,001 - $100,000 |
| Lazard International Strategic Equity Portfolio Institutional Shares | Fund | Member | $100,001 - $250,000 |
| Morgan Stanley Private Bank Account | Other | Member | $15,001 - $50,000 |
| Vanguard Div Appreciation ETF | Fund | Member | $100,001 - $250,000 |
| WisdomTree Emerging Markets Ex-State Owned Enterprises Fund | Fund | Member | $50,001 - $100,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | None |
| 2015 Retirement Fund | Fund | Member | $1,001 - $15,000 |
| Bond Fund | Fund | Member | $1,001 - $15,000 |
| International Fund | Fund | Member | $1,001 - $15,000 |
| Large Cap Growth | Fund | Member | $1,001 - $15,000 |
| Large Cap Value | Fund | Member | $1,001 - $15,000 |
| Money Market Fund | Fund | Member | $100,001 - $250,000 |
| Small/Mid Cap Fund | Fund | Member | $1,001 - $15,000 |
| TEGNA Inc | Stock | Member | $15,001 - $50,000 |
| TEGNA Inc | Stock | Member | $50,001 - $100,000 |
| U.S. Small/Mid Cap Equity Index Fund | Fund | Member | $1,001 - $15,000 |
| Vanguard Institutional Index Fund | Fund | Member | $1,001 - $15,000 |
| TIAA Traditional Annuity | Other | Member | $1,000,001 - $5,000,000 |
| Wisconsin Retirement System | Bond | Member | $250,001 - $500,000 |
How reports are read: holdings methodology.