Trade Volume by Year
Top Traded Sectors
- Utilities43%
- Materials29%
- Agriculture14%
- Technology14%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| May 23, 2023filed Jun 5, 2023 | CEGConstellation Energy Corp · Stock |
Sale | $15K – $50K | Joint · partial ↗ | … |
| May 23, 2023filed Jun 5, 2023 | EXCEXELON CORP · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Feb 4, 2022filed Aug 26, 2022 | EXCEXELON CORP · Stock |
Exchange | $15K – $50K | Joint · Exelon Corporation (EXC) exchanged for Constellation Energy Corporation (CEG) following spin-off. ↗ | … |
| Feb 12, 2021filed Aug 12, 2022 | CTVACorteva, Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Feb 12, 2021filed Aug 12, 2022 | ORCLORACLE CORP · Stock |
Sale | $15K – $50K | Spouse · ↗ | … |
| Feb 12, 2021filed Aug 12, 2022 | DOWDOW INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Feb 12, 2021filed Aug 12, 2022 | IFFINTERNATIONAL FLAVORS & FRAGRANCES INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Mary Gay Scanlon reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
- Mutual funds51 lines$7.1M
- Fixed annuity2 lines$1.1M
- Whole/universal life insurance14 lines$938K
- Bank accounts, money market accounts & CDs8 lines$647K
- Real property2 lines$550K
- Exchange-traded funds15 lines$344K
- Other5 lines$207K
- Stocks1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| VINIX Vanguard Institutional Index (VINIX) | Mutual funds | Spouse | $1,000,001 - $5,000,000 |
| Northwestern Mutual Annuity (1) | Fixed annuity | Joint | $500,001 - $1,000,000 |
| VTSNX Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) | Mutual funds | Spouse | $500,001 - $1,000,000 |
| Northwestern Mutual Annuity (2) | Fixed annuity | Joint | $250,001 - $500,000 |
| PNC Bank | Bank accounts, money market accounts & CDs | Spouse | $250,001 - $500,000 |
| Rental Property | Real property | — | $250,001 - $500,000 |
| RLVSX Tax-Exempt Bond Fund Class S (RLVSX) | Mutual funds | Joint | $250,001 - $500,000 |
| RETSX Tax-Managed U.S. Large Cap Fund Class S (RETSX) | Mutual funds | Joint | $250,001 - $500,000 |
| VMCIX Vanguard Index Trust Mid-Cap Index Fund Institutional Shares (VMCIX) | Mutual funds | Spouse | $250,001 - $500,000 |
| DODIX Dodge & Cox Income Fund - Class I (DODIX) | Mutual funds | — | $100,001 - $250,000 |
| MOFXX Federated Hermes Municipal Obligations Fund Wealth Shares (MOFXX) | Mutual funds | Joint | $100,001 - $250,000 |
| Index 500 Stock (MSA/BlackRock) | Other | Spouse | $100,001 - $250,000 |
| Northwestern Mutual - Adjustable CompLife | Whole/universal life insurance | Spouse | $100,001 - $250,000 |
| Pennsylvania State Employee Credit Union | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| Residential property located in Chaumont, NY | Real property | Joint | $100,001 - $250,000 |
| RTHSX Tax-Exempt High Yield Bond Fund Class S (RTHSX) | Mutual funds | Joint | $100,001 - $250,000 |
| RTNSX Tax-Managed International Equity Fund Class S (RTNSX) | Mutual funds | Joint | $100,001 - $250,000 |
| VSCIX Vanguard Index Trust Small-Cap Index Fund Instl Shares (VSCIX) | Mutual funds | Spouse | $100,001 - $250,000 |
| VWELX Vanguard Wellington Income Fund (VWELX) | Mutual funds | Joint | $100,001 - $250,000 |
| CFMCX Column Mid Cap Fund (CFMCX) | Mutual funds | — | $50,001 - $100,000 |
| AEPFX EuroPacific Growth Fund, Class F-2 Shs (AEPFX) | Mutual funds | — | $50,001 - $100,000 |
| FINSX Fidelity Advisor New Insights Fund: Class I (FINSX) | Mutual funds | — | $50,001 - $100,000 |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | Exchange-traded funds | — | $50,001 - $100,000 |
| International Equity (MSA/Dodge Cox) | Mutual funds | Spouse | $50,001 - $100,000 |
| TLT iShares 20+ Year Treasury Bond ETF (TLT) | Exchange-traded funds | — | $50,001 - $100,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed May 7, 2026 · 99 assets, 5 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 14, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 12, 2024Filing ↗
- Annual · 2022House Clerk · filed May 11, 2023Filing ↗
- Annual · 2021House Clerk · filed Aug 12, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 13, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 10, 2020Filing ↗
- Amendment · 2018House Clerk · filed Aug 6, 2019Filing ↗
- New Filer · 2019House Clerk · filed Jul 31, 2019Filing ↗
- Amendment · 2018House Clerk · filed Apr 10, 2019Filing ↗
- Other · 2017House Clerk · filed Apr 13, 2018Filing ↗






