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Former Deputy Secretary, Department of Health and Human Services

Andrea Palm Securities trades and financial disclosures

Andrea Palm's OGE filings report 55 securities transactions dated June 29, 2021 to November 15, 2022, as read here on October 12, 2026.

Trading profile

Buys vs. sells

4% bought · 96% sold

Past the deadline

0

of the 52 trades with a filing date to check, after 45 days plus any extension the filing states

Est. volume

$0.4M

lower-bound estimate

On Palm’s reports

By asset type

55 trades

  1. Individual stock
    35
  2. Funds and ETFs
    20

Trading over time

47
8
20212022

Net worth

A net worth for Andrea Palm cannot be computed from this filing: values are given as ranges, some items carry no value, the highest range has no upper limit, and a home kept for personal use is not reported.

Disclosed holdings

Disclosed assets

At least $3.9M

as ranges on 16 line items, plus 5 without a dollar value; 3 of those ranges are open ended

Disclosed liabilities

None disclosed

none reported on this filing

The full record

The disclosed transactions.

55 disclosed transactions, 3 of them only in the annual report. Amounts are ranges, never exact. Every row links to the official filing.

The annual reports carry 24 more rows that are not in this table because the filing gives no amount range. The linked filing shows them.

Sort by
Sold
Wisconsin Retirement System, 401(a) plan: The
$15,001 - $50,000Unspecified2022-11-15↗
Sold
Wisconsin Retirement System, 401(a) plan: The Core Fund
$15,001 - $50,000Unspecified2022-11-15
Bought
IRA #2: Vanguard S&P 500 ETF (VOO)
VOO
$15,001 - $50,000Unspecified2022-09-29
Sold
American Funds EuroPacific Growth Fund Class R6 Shares (RERGX)
RERGX
$1,001 - $15,000Unspecified2022-08-24
Sold
BNY Mellon Midcap Index Fund, Inc; Investor Class Shares (PESPX)
PESPX
$1,001 - $15,000Unspecified2022-08-24
Sold
ClearBridge Large Cap Growth Fund Class IS Shares (LSITX)
LSITX
$1,001 - $15,000Unspecified2022-08-24
Sold
Delaware Value Fund Institutional Class Shares (DDVIX)
DDVIX
$1,001 - $15,000Unspecified2022-08-24
Sold
American Funds American Balanced Fund Class R6 Shares (RLBGX)
RLBGX
$1,001 - $15,000Unspecified2022-08-24
Sold
Hyster-Yale Materials Handling
$1,001 - $15,000Unspecified2021-11-17↗
Sold
Hyster-Yale Materials Handling, Inc. - Class B common stock (material handling equipment company)
$1,001 - $15,000Unspecified2021-11-17
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