Dossier
Andrea Palm
Deputy Secretary, Department of Health and Human Services · disclosures Aug 6 – May 11
Agency
Deputy Secretary, Department of Health and Human Services
Disclosed trades
| Disclosed | Traded | Action | Ticker / Asset | Amount | Sector | Flags |
|---|---|---|---|---|---|---|
| May 11 | Aug 24 | SELL | $RERGX American Funds EuroPacific Growth Fund | $1K–$15K | — | |
| May 11 | Aug 24 | SELL | $PESPX BNY Mellon Midcap Index Fund ; Investor | $1K–$15K | — | |
| May 11 | Aug 24 | SELL | $LSITX ClearBridge Large Cap Growth Fund | $1K–$15K | — | |
| May 11 | Aug 24 | SELL | $DDVIX Delaware Value Fund Institutional | $1K–$15K | — | |
| May 11 | Aug 24 | SELL | $RLBGX American Funds American Balanced Fund | $1K–$15K | — | |
| May 11 | Nov 15 | SELL | Wisconsin Retirement System 401(a) plan: See Endnote The Core Fund | $15K–$50K | — | |
| May 11 | Sep 29 | BUY | $VOO IRA #2: Vanguard S&P 500 ETF (VOO) | $15K–$50K | — | |
| Nov 22 | Nov 15 | SELL | Wisconsin Retirement System 401(a) plan: The | $15K–$50K | — | |
| Sep 12 | Aug 24 | SELL | American Funds EuroPacific Growth Fund | $1K–$15K | — | |
| Sep 12 | Aug 24 | SELL | BNY Mellon Midcap Index Fund ; Investor Class | $1K–$15K | — | |
| Sep 12 | Aug 24 | SELL | ClearBridge Large Cap Growth Fund | $1K–$15K | — | |
| Sep 12 | Aug 24 | SELL | Delaware Value Fund Institutional | $1K–$15K | — | |
| Sep 12 | Aug 24 | SELL | American Funds American Balanced Fund Class | $1K–$15K | — | |
| Jun 29 | Jun 29 | SELL | $GSPIX Goldman Sachs Capital Growth Fund | $1K–$15K | — | |
| Jun 29 | Nov 17 | SELL | Hyster-Yale Materials Handling | $1K–$15K | — | |
| Jun 29 | Jun 29 | SELL | $BGSIX BlackRock Technology Opportunities Fund | $1K–$15K | — | |
| Jun 29 | Jun 29 | SELL | $SHSSX BlackRock Health Sciences Opportunities Fund (SHSSX) | $1K–$15K | — | |
| Jun 29 | Jun 29 | SELL | $SMDV ProShares Russell 2000 Dividend Growers ETF (SMDV) | $1K–$15K | — | |
| Dec 1 | Nov 17 | SELL | Hyster-Yale Materials Handling | $1K–$15K | — | |
| Sep 21 | Aug 24 | BUY | $VOO Vanguard 500 Index Fund ETF Shares (VOO) | $250K–$500K | — | |
| Aug 6 | Jun 29 | SELL | $MMM 3m (Mmm) | $1K–$15K | Industrials | |
| Aug 6 | Jun 29 | SELL | $AMZN Amazon.com (AMZN) | $1K–$15K | Consumer Cyclical | |
| Aug 6 | Jun 29 | SELL | $AMCR Amcor (AMCR) | $1K–$15K | Consumer Cyclical | |
| Aug 6 | Jun 29 | SELL | $AXP American Express (AXP) | $1K–$15K | Financial Services | |
| Aug 6 | Jun 29 | SELL | $AGPPF Anglo American Platinum Limited (AGPPF) | $1K–$15K | Basic Materials | |
| Aug 6 | Jun 29 | SELL | Anglo American | $1K–$15K | — | |
| Aug 6 | Jun 29 | SELL | $AULGF AngloGold Ashanti Limited (AULGF) | $1K–$15K | Basic Materials | |
| Aug 6 | Jun 29 | SELL | $AAPL Apple (AAPL) | $1K–$15K | Technology | |
| Aug 6 | Jun 29 | SELL | BlackRock Health Sciences Opportunities Fund | $1K–$15K | — | |
| Aug 6 | Jun 29 | SELL | BlackRock Technology Opportunities Fund - | $1K–$15K | — | |
| Aug 6 | Jun 29 | SELL | $BA Boeing (BA) | $15K–$50K | Industrials | |
| Aug 6 | Jun 29 | SELL | $CMCSA Comcast (CMCSA) | $1K–$15K | Communication Services | |
| Aug 6 | Jun 29 | SELL | $STZ Constellation Brands (STZ) | $1K–$15K | Consumer Defensive | |
| Aug 6 | Jun 29 | SELL | $GLW Corning (GLW) | $1K–$15K | Technology | |
| Aug 6 | Jun 29 | SELL | $CSX Csx (Csx) | $1K–$15K | Industrials | |
| Aug 6 | Jun 29 | SELL | $DCI Donaldson (DCI) | $15K–$50K | Industrials | |
| Aug 6 | Jun 29 | SELL | $FB Facebook (FB) | $1K–$15K | — | |
| Aug 6 | Jun 29 | SELL | $FBHS Fortune Brands Home & Security (FBHS) | $1K–$15K | Industrials | |
| Aug 6 | Jun 29 | SELL | Goldman Sachs Capital Growth Fund | $1K–$15K | — | |
| Aug 6 | Jun 29 | SELL | $HBB Hamilton Beach Brands Holding (HBB) | $1K–$15K | Consumer Cyclical | |
| Aug 6 | Jun 29 | SELL | $HON Honeywell International (HON) | $1K–$15K | Industrials | |
| Aug 6 | Jun 29 | SELL | $HY Hyster-Yale Materials Handling | $1K–$15K | Industrials | |
| Aug 6 | Jun 29 | SELL | $INGR Ingredion (INGR) | $1K–$15K | Consumer Defensive | |
| Aug 6 | Jun 29 | SELL | $INTC Intel (INTC) | $15K–$50K | Technology | |
| Aug 6 | Jun 29 | SELL | $IBM International Business Machines (IBM) | $1K–$15K | Technology | |
| Aug 6 | Jun 29 | SELL | $ITB iShares U.S. Home Construction ETF (ITB) | $1K–$15K | — | |
| Aug 6 | Jun 29 | SELL | $LIN Linde (LIN) | $1K–$15K | Basic Materials | |
| Aug 6 | Jun 29 | SELL | $LAVLX Lord Abbett Mid Cap Stock Fund | $1K–$15K | — | |
| Aug 6 | Jun 29 | SELL | MFS Research Fund | $1K–$15K | — | |
| Aug 6 | Jun 29 | SELL | $MONDF Mondi (MONDF) | $1K–$15K | Basic Materials |
Showing 50 of 64 disclosures — full history in The Full Ledger (see the data dictionary).
Disclosures are drawn entirely from public STOCK Act and OGE Form 278-T filings; a conflict flag marks a trade in a sector the member's committee oversees (a signal to read, not a finding of wrongdoing). The average market-adjusted return is a descriptive summary of how these already-disclosed trades fared versus the market — it is not a prediction and not investment advice. Conflict screening compares trades only to the sectors a member's current committees oversee; members with no current committee seat (departed members, chamber leadership) aren't screened, so a 0 (or —) here is not an all-clear. See our methodology and data dictionary.
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