Financial Disclosure Report

Filing ID #10026155 financial DiScloSure report Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515 filer information name: Hon. Donna Shalala Member Status: State/District: FL27 filing information filing type: filing year: filing Date: New Filer Report 2018 05/14/2019 period covered: 01/01/2017– 12/31/2018 ScheDule a: aSSetS anD "unearneD" income asset <ul style="display: flex;"><li style="flex:1">owner Value of asset income </li><li style="flex:1">income income </li></ul>current year to filing preceding type(s) year Citibank Accounts [BA] Mednax Inc. [OP] $50,001 - $100,000 <ul style="display: flex;"><li style="flex:1">Interest </li><li style="flex:1">Not </li></ul>Applicable $1 - $200 <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains </li></ul>Rent <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$100,001 - </li></ul>Applicable $1,000,000 DESCRIPTION: Options exercised in June 2018. <ul style="display: flex;"><li style="flex:1">Miami Rental Property [RP] </li><li style="flex:1">$250,001 - </li></ul>$500,000 <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$15,001 - </li></ul>Applicable $50,000 LOCATION: Miami, FL, US Morgan Stanley Active Assets Account (1) ⇒ Blackstone Alternative Alpha Adv [HE] $100,001 - $250,000 <ul style="display: flex;"><li style="flex:1">Dividends </li><li style="flex:1">Not </li></ul>Applicable None Morgan Stanley Active Assets Account (2) ⇒ $15,001 - $50,000 None Algerian MLP ETF (AMLP) [EF] Morgan Stanley Active Assets Account (2) ⇒ <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Dividends </li><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul><ul style="display: flex;"><li style="flex:1">FT North American Energy INFRA (EMLP) [EF] </li><li style="flex:1">Applicable $1,000 </li></ul>asset <ul style="display: flex;"><li style="flex:1">owner Value of asset income </li><li style="flex:1">income income </li></ul>current year to filing preceding type(s) year Morgan Stanley Active Assets Account (2) ⇒ ISHARES CORE MSCI EUROPE (IEUR) [EF] $50,001 - $100,000 None Morgan Stanley Active Assets Account (2) ⇒ <ul style="display: flex;"><li style="flex:1">$15,001 - $50,000 Dividends </li><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul><ul style="display: flex;"><li style="flex:1">ISHARES EDGE MSCI MIN VOL EAFE (EFAV) [EF] </li><li style="flex:1">Applicable $2,500 </li></ul>Morgan Stanley Active Assets Account (2) ⇒ ISHARES EDGE MSCI VOL EMER (EEMV) [EF] $15,001 - $50,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (2) ⇒ <ul style="display: flex;"><li style="flex:1">$1,001 - $15,000 Dividends </li><li style="flex:1">Not </li><li style="flex:1">$1 - $200 </li></ul><ul style="display: flex;"><li style="flex:1">ISHARES INC MSCI JAPAN ETF (EWJ) [EF] </li><li style="flex:1">Applicable </li></ul>Morgan Stanley Active Assets Account (2) ⇒ ISHARES RUSSELL 1000 GRW ETF (IWF) [EF] $50,001 - $100,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$2,501 - </li></ul>Applicable $5,000 Morgan Stanley Active Assets Account (2) ⇒ ISHARES RUSSELL 1000 VALUE ETF (IWD) [EF] $50,001 - $100,000 <ul style="display: flex;"><li style="flex:1">Dividends </li><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (2) ⇒ ISHARES RUSSELL 2000 GRWTH ETF (IWO) [EF] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (2) ⇒ ISHARES RUSSELL 2000 VALUE ETF (IWN) [EF] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (2) ⇒ ISHARES RUSSELL MIDCAP G ETF (IWP) [EF] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$2,501 - </li></ul>Applicable $5,000 Morgan Stanley Active Assets Account (2) ⇒ ISHARES RUSSELL MIDCAP V ETF (IWS) [EF] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (2) ⇒ Morgan Stanley Private Bank Account [BA] $1,001 - $15,000 Interest $1,001 - $15,000 Dividends Not Applicable $1 - $200 Morgan Stanley Active Assets Account (2) ⇒ Vanguard Dividend Appreciation (VIG) [EF] Not Applicable $1 - $200 $1,001 - Morgan Stanley Active Assets Account (2) ⇒ <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Dividends </li><li style="flex:1">Not </li></ul><ul style="display: flex;"><li style="flex:1">VANGUARD FTSE EUROPE ETF (VGK) [EF] </li><li style="flex:1">Applicable $2,500 </li></ul>Morgan Stanley Active Assets Account (2) ⇒ WISDOMTREE TRUST JAPN HEDGE EQ [EF] $15,001 - $50,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$5,001 - </li></ul>Applicable $15,000 Morgan Stanley Active Assets Account (3) ⇒ Amgen Inc. (AMGN) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains, </li></ul>Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 asset <ul style="display: flex;"><li style="flex:1">owner Value of asset income </li><li style="flex:1">income income </li></ul>current year to filing preceding type(s) year Morgan Stanley Active Assets Account (3) ⇒ Analog Devices, Inc. (ADI) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains, </li></ul>Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ Apple Inc. (AAPL) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$2,501 - </li></ul>Applicable $5,000 Morgan Stanley Active Assets Account (3) ⇒ AT&T Inc. (T) [ST] <ul style="display: flex;"><li style="flex:1">$1,001 - $15,000 Dividends </li><li style="flex:1">Not </li></ul>Applicable $1 - $200 $1 - $200 $1 - $200 $5,001 - Morgan Stanley Active Assets Account (3) ⇒ Bank of New York Mellon Corporation (BK) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Dividends </li><li style="flex:1">Not </li></ul>Applicable Morgan Stanley Active Assets Account (3) ⇒ BlackRock, Inc. (BLK) [ST] <ul style="display: flex;"><li style="flex:1">$1,001 - $15,000 Dividends </li><li style="flex:1">Not </li></ul>Applicable Morgan Stanley Active Assets Account (3) ⇒ Boeing Company (BA) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains, </li></ul>Dividends Not Applicable $15,000 Morgan Stanley Active Assets Account (3) ⇒ Chevron Corporation (CVX) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$5,001 - </li></ul>Applicable $15,000 Morgan Stanley Active Assets Account (3) ⇒ Chubb Limited (CB) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (3) ⇒ Cisco Systems, Inc. (CSCO) [ST] $1,001 - $15,000 Dividends $1,001 - $15,000 Dividends $1,001 - $15,000 Dividends $1,001 - $15,000 Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (3) ⇒ Colgate-Palmolive Company (CL) [ST] <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (3) ⇒ Comcast Corporation - Class A (CMCSA) [ST] Not Applicable None Morgan Stanley Active Assets Account (3) ⇒ ConocoPhillips (COP) [ST] Not Applicable $1 - $200 $1,001 - Morgan Stanley Active Assets Account (3) ⇒ Crown Castle International Corp. (CCI) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains, </li></ul>Dividends Not Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ DowDuPont Inc. (DWDP) [ST] $1,001 - $15,000 Capital Gains, Dividends Not Applicable $1 - $200 asset <ul style="display: flex;"><li style="flex:1">owner Value of asset income </li><li style="flex:1">income income </li></ul>current year to filing preceding type(s) year Morgan Stanley Active Assets Account (3) ⇒ FT NORTH AMERICAN ENERGY INFRA (EMLP) [EF] None None None <ul style="display: flex;"><li style="flex:1">Dividends </li><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (3) ⇒ Honeywell International Inc. (HON) [ST] Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$5,001 - </li></ul>Applicable $15,000 Morgan Stanley Active Assets Account (3) ⇒ International Business Machines Corporation (IBM) [ST] Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (3) ⇒ Johnson & Johnson (JNJ) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$2,501 - </li></ul>Applicable $5,000 Morgan Stanley Active Assets Account (3) ⇒ JP Morgan Chase & Co. (JPM) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$5,001 - </li></ul>Applicable $15,000 Morgan Stanley Active Assets Account (3) ⇒ L Brands, Inc. (LB) [ST] None None Capital Gains, Dividends Not Applicable $1 - $200 $201 - Morgan Stanley Active Assets Account (3) ⇒ <ul style="display: flex;"><li style="flex:1">Dividends </li><li style="flex:1">Not </li></ul><ul style="display: flex;"><li style="flex:1">Lockheed Martin Corporation (LMT) [ST] </li><li style="flex:1">Applicable $1,000 </li></ul>Morgan Stanley Active Assets Account (3) ⇒ Lowe's Companies, Inc. (LOW) [ST] $1,001 - $15,000 Dividends $1,001 - $15,000 Dividends Not Applicable $1 - $200 Morgan Stanley Active Assets Account (3) ⇒ McDonald's Corporation (MCD) [ST] Not Applicable $1 - $200 $2,501 - Morgan Stanley Active Assets Account (3) ⇒ Microsoft Corporation (MSFT) [ST] $1,001 - $15,000 Capital Gains, Dividends Not Applicable $5,000 Morgan Stanley Active Assets Account (3) ⇒ Morgan Stanley Bank Account [BA] $100,001 - $250,000 <ul style="display: flex;"><li style="flex:1">Interest </li><li style="flex:1">Not </li></ul>Applicable $1 - $200 Morgan Stanley Active Assets Account (3) ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (3) ⇒ NextEra Energy, Inc. (NEE) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ Occidental Petroleum Corporation (OXY) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 asset <ul style="display: flex;"><li style="flex:1">owner Value of asset income </li><li style="flex:1">income income </li></ul>current year to filing preceding type(s) year Morgan Stanley Active Assets Account (3) ⇒ Pepsico, Inc. (PEP) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains, </li></ul>Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ Pfizer, Inc. (PFE) [ST] $15,001 - $50,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ Schlumberger N.V. (SLB) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains, </li></ul>Dividends Not Applicable $1 - $200 Morgan Stanley Active Assets Account (3) ⇒ Sempra Energy (SRE) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ The Kraft Heinz Company (KHC) [ST] None None Dividends Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (3) ⇒ <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul><ul style="display: flex;"><li style="flex:1">VANGUARD INT DIV APP INDX FD (VIGI) [EF] </li><li style="flex:1">Applicable $1,000 </li></ul>Morgan Stanley Active Assets Account (3) ⇒ Verizon Communications Inc. (VZ) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$2,501 - </li></ul>Applicable $5,000 Morgan Stanley Active Assets Account (3) ⇒ Walmart Inc. (WMT) [ST] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ Wells Fargo & Company (WFC) [ST] None None None None None Dividends Dividends Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ WISDOMTREE TR ITL HDG QTLY DIV (IHDG] [EF] Not Applicable $1 - $200 Morgan Stanley Active Assets Account (3) ⇒ WISDOMTREE TR US S CAP DIV GRW (DGRS) [EF] <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (3) ⇒ WisdomTree U.S. LargeCap Dividend Fund (DLN) [ST] Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$1,001 - </li></ul>Applicable $2,500 Morgan Stanley Active Assets Account (3) ⇒ <ul style="display: flex;"><li style="flex:1">Dividends </li><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul><ul style="display: flex;"><li style="flex:1">WISDOMTREE US MIDCAP DIV FND (DON) [EF] </li><li style="flex:1">Applicable $1,000 </li></ul>Morgan Stanley Active Assets Account (3) ⇒ WISDOMTREE US SMALLCAP DIV FND (DES) [EF] $1,001 - $15,000 Capital Gains, Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Active Assets Account (4) ⇒ <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Interest </li><li style="flex:1">Not </li><li style="flex:1">$1 - $200 </li></ul><ul style="display: flex;"><li style="flex:1">Morgan Stanley Private Bank Account [BA] </li><li style="flex:1">Applicable </li></ul>asset <ul style="display: flex;"><li style="flex:1">owner Value of asset income </li><li style="flex:1">income income </li></ul>current year to filing preceding type(s) year Morgan Stanley Basic Securities Account (1) ⇒ Cars.com Inc. (CARS) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains </li><li style="flex:1">Not </li></ul>Applicable $1 - $200 $201 - Morgan Stanley Basic Securities Account (1) ⇒ Gannett Co., Inc. (GCI) [ST] $1,001 - $15,000 Dividends $15,001 - $50,000 Dividends Not Applicable $1,000 Morgan Stanley Basic Securities Account (1) ⇒ <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul><ul style="display: flex;"><li style="flex:1">Lennar Corporation Class A (LEN) [ST] </li><li style="flex:1">Applicable $1,000 </li></ul>Morgan Stanley Basic Securities Account (1) ⇒ Lennar Corporation Class A (LEN) [ST] $100,001 - $250,000 <ul style="display: flex;"><li style="flex:1">Dividends </li><li style="flex:1">Not </li></ul>Applicable None DESCRIPTION: Stock Name: LENNAR CORPORATION A RST Morgan Stanley Basic Securities Account (1) ⇒ Lennar Corporation Class B (LEN.B) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains, </li></ul>Dividends Not Applicable $1 - $200 None Morgan Stanley Basic Securities Account (1) ⇒ Mednax, Inc. (MD) [ST] $50,001 - $100,000 <ul style="display: flex;"><li style="flex:1">Dividends </li><li style="flex:1">Not </li></ul>Applicable Morgan Stanley Basic Securities Account (1) ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] <ul style="display: flex;"><li style="flex:1">None </li><li style="flex:1">Capital Gains, </li></ul>Dividends <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$2,501 - </li></ul>Applicable $5,000 Morgan Stanley Basic Securities Account (1) ⇒ Morgan Stanley Private Bank Account [BA] $1,001 - $15,000 Interest $15,001 - $50,000 Dividends $1,001 - $15,000 Dividends Not Applicable $1 - $200 Morgan Stanley Basic Securities Account (1) ⇒ TEGNA Inc (TGNA) [ST] <ul style="display: flex;"><li style="flex:1">Not </li><li style="flex:1">$201 - </li></ul>Applicable $1,000 Morgan Stanley Basic Securities Account (1) ⇒ Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) [ST] Not Applicable None Morgan Stanley Basic Securities Account (1) ⇒

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