Andrew G. Wallace
Special Assistant to the President and Senate Legislative Affairs Liaison
Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $6.9 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | abdn Physical Platinum Shares ETF (PPLT) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | iShares Short Treasury Bond ETF (SHV) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | DoubleLine Income Solutions Fund (DSL) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Harding Loevner Emerging Markets Portfolio Advisor Class (HLEMX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | T. Rowe Price Small-Cap Value Fund (PRSVX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Matthews Asian Growth and Income Fund Investor Class (MACSX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Parnassus Mid Cap Growth Fund - Investor (PARNX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Matthews EM Sm Coms Inv (MSMLX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | The Alpine Group (Government Relations firm) | salary, bonus | ||
2 | Alpine Group, Defined Contribution Plan | |||
2.1 | Principal LifeTime Hybrid 2040 CIT Z85 | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Traditional IRA | |||
3.1 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Spouse Roth IRA | |||
4.1 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Public Policy Holding Company (PPHC), 44075 options, 1/3rd vesting each in 5/25, 5/26, and 5/27 (value not readily ascertainable) | None (or less than $1,001) | None (or less than $201) | |
6 | Public Policy Holding Company (PPHC), 362009 restricted stock awards, with 20% vesting annually starting on 10/24 (value not readily ascertainable) | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
3 | U.S. bank #3 (cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | U.S. bank #4 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
5 | Hennessy Fund | |||
5.1 | Hennessy Cornerstone Value Fund Investor Class Shares (HFCVX) | $1,001 - $15,000 | $201 - $1,000 | |
5.2 | Hennessy Cornerstone Growth Fund Investor Class Shares (HFCGX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | Bridgeway Small-Cap Growth Fund (BRSGX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | |
8 | AT&T (T) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Heliogen Inc. Common Stock (HLGN) | Purchase | 01/19/2023 | $1,001 - $15,000 |
2 | Glencore PLC ADR (GLNCY) | Sale | 01/20/2023 | $1,001 - $15,000 |
3 | Heliogen Inc. Common Stock (HLGN) | Purchase | 01/30/2023 | $1,001 - $15,000 |
4 | iRobot Corp. (IRBT) | Purchase | 02/14/2023 | $1,001 - $15,000 |
5 | iRobot Corp. (IRBT) | Purchase | 02/15/2023 | $1,001 - $15,000 |
6 | voxeljet AG American Depositary Shares (VJET) | Sale | 02/17/2023 | $1,001 - $15,000 |
7 | NOPMF - Neo Performance Mate | Purchase | 04/12/2023 | $1,001 - $15,000 |
8 | Editas Medicine, Inc. (EDIT) | Purchase | 04/19/2023 | $1,001 - $15,000 |
9 | Ginkgo Bioworks Holdings Inc. Class A Common Stock (DNA) | Purchase | 04/25/2023 | $1,001 - $15,000 |
10 | Heliogen Inc. Common Stock (HLGN) | Purchase | 04/26/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 28 | Formerly Zymergen, Inc. (ZY), acquired by Gingko Bioworks (DNA) in 2022. |
7 | 45 | Multiple purchases throughout CY2023. All within the $1,001-$15,000 range. |
7 | 46 | Multiple sales throughout CY2023. All within the $1,001-$15,000 range. |
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