Mary Scanlon Stock Trades

HouseFollow

PA-05 · Democrat

Disclosed trades

Estimated volume

$162K

sum of bracket midpoints

Typical delay

546 days

trade to filing

Last filed

Jun 5, 2023

What their buys are worth now

2 disclosed purchases, valued at the latest close

Return

+5.0%

on paper

Gain

+$2K

unrealised

Disclosed cost

$40.5K

at bracket midpoints

Worth now

$42.5K

close of Oct 9, 2026

If Mary Scanlon still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 2 disclosed purchases — $2,000 invested — would be worth

$2,586

+$586 (+29.29%)

Positions

equally weighted

Their own timing

+18.78%

entering on their trade date

Best

+65.18%

Worst

EXC

-6.60%

Each filing

2 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Aug 26, 2022 203d after trading	EXC 22.37 sh	$44.71	$43.52	$41.76	$934	-6.60%
Aug 12, 2022 557d after trading	DD 12.71 sh	$78.70	$91.81	$130.00	$1,652	+65.18%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result.

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Holdings, 2025

Weights are each holding's share of roughly $7.4M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
VINIXBallard 401K ⇒ Vanguard Institutional Index (VINIX) [MF]	40.4%	spouse	$1M – $5M	Tax-Deferred
VTSNXBallard 401K ⇒ Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) [MF]	10.1%	spouse	$500K – $1M	Tax-Deferred
VMCIXBallard 401K ⇒ Vanguard Index Trust Mid-Cap Index Fund Institutional Shares (VMCIX) [MF]	5.0%	spouse	$250K – $500K	Tax-Deferred
RLVSXBrokerage #2 ⇒ Tax-Exempt Bond Fund Class S (RLVSX) [MF]	5.0%	joint	$250K – $500K	Dividends
RETSXBrokerage #2 ⇒ Tax-Managed U.S. Large Cap Fund Class S (RETSX) [MF]	5.0%	joint	$250K – $500K	Dividends
VSCIXBallard 401K ⇒ Vanguard Index Trust Small-Cap Index Fund Instl Shares (VSCIX) [MF]	2.4%	spouse	$100K – $250K	Tax-Deferred
MOFXXBrokerage #1 ⇒ Federated Hermes Municipal Obligations Fund Wealth Shares (MOFXX) [MF]	2.4%	joint	$100K – $250K	Dividends
VWELXBrokerage #1 ⇒ Vanguard Wellington Income Fund (VWELX) [MF]	2.4%	joint	$100K – $250K	Capital Gains, Dividends
RTHSXBrokerage #2 ⇒ Tax-Exempt High Yield Bond Fund Class S (RTHSX) [MF]	2.4%	joint	$100K – $250K	Dividends
RTNSXBrokerage #2 ⇒ Tax-Managed International Equity Fund Class S (RTNSX) [MF]	2.4%	joint	$100K – $250K	Dividends
DODIXNorthwestern Mutual IRA #1 ⇒ Dodge & Cox Income Fund - Class I (DODIX) [MF]	2.4%		$100K – $250K	Tax-Deferred
Northwestern Mutual Insurance ⇒ International Equity (MSA/Dodge Cox) [MF]	1.0%	spouse	$50K – $100K	Dividends
CFMCXNorthwestern Mutual IRA #1 ⇒ Column Mid Cap Fund (CFMCX) [MF]	1.0%		$50K – $100K	Tax-Deferred
AEPFXNorthwestern Mutual IRA #1 ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF]	1.0%		$50K – $100K	Tax-Deferred
FINSXNorthwestern Mutual IRA #1 ⇒ Fidelity Advisor New Insights Fund: Class I (FINSX) [MF]	1.0%		$50K – $100K	Tax-Deferred
GSLCNorthwestern Mutual IRA #1 ⇒ Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) [EF]	1.0%		$50K – $100K	Tax-Deferred
JDVIXNorthwestern Mutual IRA #1 ⇒ John Hancock Disciplined Value International Fund Class I (JDVIX) [MF]	1.0%		$50K – $100K	Tax-Deferred
MEIIXNorthwestern Mutual IRA #1 ⇒ MFS Value Fund - Class I (MEIIX) [MF]	1.0%		$50K – $100K	Tax-Deferred
TIBHXNorthwestern Mutual IRA #1 ⇒ Nuveen Core Bond Fund I (TIBHX) [MF]	1.0%		$50K – $100K	Tax-Deferred
ABNFXNorthwestern Mutual IRA #1 ⇒ The Bond Fd of America, Class F-2 Shares (ABNFX) [MF]	1.0%		$50K – $100K	Tax-Deferred
TLTNorthwestern Mutual IRA #1 ⇒ iShares 20+ Year Treasury Bond ETF (TLT) [EF]	1.0%		$50K – $100K	Tax-Deferred
VBTIXBallard 401K ⇒ Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share (VBTIX) [MF]	0.44%	spouse	$15K – $50K	Tax-Deferred
RTXSXBrokerage #2 ⇒ Tax-Managed Real Assets Fund Class S (RTXSX) [MF]	0.44%	joint	$15K – $50K	Dividends
RTSSXBrokerage #2 ⇒ Tax-Managed U.S. Mid & Small Cap Fund Class S (RTSSX) [MF]	0.44%	joint	$15K – $50K	None
RIFNorthwestern Mutual Insurance ⇒ Global Real Estate Securities (RIF) [MF]	0.44%	spouse	$15K – $50K	Dividends
Northwestern Mutual Insurance ⇒ Index 400 Stock (MSA/Northern Trust) [MF]	0.44%	spouse	$15K – $50K	Dividends
Northwestern Mutual Insurance ⇒ Index 600 Stock (MSA/Northern Trust) [MF]	0.44%	spouse	$15K – $50K	Dividends
QDSIXNorthwestern Mutual IRA #1 ⇒ AQR Diversifying Strategies Fund Class I (QDSIX) [MF]	0.44%		$15K – $50K	Tax-Deferred
BSIIXNorthwestern Mutual IRA #1 ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF]	0.44%		$15K – $50K	Tax-Deferred
BIMBXNorthwestern Mutual IRA #1 ⇒ BlackRock Systematic Multi-Strategy Fund Institutional Class (BIMBX) [MF]	0.44%		$15K – $50K	Tax-Deferred
CFSLXNorthwestern Mutual IRA #1 ⇒ Column Small Cap Fund (CFSLX) [MF]	0.44%		$15K – $50K	Tax-Deferred
SKIRXNorthwestern Mutual IRA #1 ⇒ DWS Enhanced Commodity Strategy Fund - Class Institutional (SKIRX) [MF]	0.44%		$15K – $50K	Tax-Deferred
IVLUNorthwestern Mutual IRA #1 ⇒ iShares MSCI Intl Value Factor ETF (IVLU) [EF]	0.44%		$15K – $50K	Tax-Deferred
NFFFXNorthwestern Mutual IRA #1 ⇒ New World Fund, Inc., Class F-2 Shs (NFFFX) [MF]	0.44%		$15K – $50K	Tax-Deferred
PONPXNorthwestern Mutual IRA #1 ⇒ PIMCO Income Fund Class I-2 (PONPX) [MF]	0.44%		$15K – $50K	Tax-Deferred
PIREXNorthwestern Mutual IRA #1 ⇒ Principal Real Estate Securities Fund Inst (PIREX) [MF]	0.44%		$15K – $50K	Tax-Deferred
FIMKXNorthwestern Mutual IRA #1 ⇒ Fidelity Advisor Emerging Markets Fund: Class I (FIMKX) [MF]	0.44%		$15K – $50K	Tax-Deferred
IVVNorthwestern Mutual IRA # 2 ⇒ iShares Core S&P 500 ETF (IVV) [EF]	0.44%	spouse	$15K – $50K	Tax-Deferred
RSPNorthwestern Mutual IRA #1 ⇒ Invesco S&P 500 Equal Weight ETF (RSP) [EF]	0.44%		$15K – $50K	Tax-Deferred
CSDIXNorthwestern Mutual IRA # 2 ⇒ Cohen & Steers Real Estate Securities Fund, Inc. Class I (CSDIX) [MF]	0.11%	spouse	$1K – $15K	Tax-Deferred

Showing 40 of 99 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR10699Oct 1, 2026
Dropbox Access Act
Referred to the House Committee on House Administration.
HR10700Oct 1, 2026
Accessible Voting Act of 2026
Referred to the House Committee on House Administration.
HR10506Agriculture and FoodSep 17, 2026
Packers and Stockyards Improvements Act
Referred to the House Committee on Agriculture.
HR10103Housing and Community DevelopmentAug 13, 2026
Stable Homes Act
Referred to the House Committee on Financial Services.
HR9878FamiliesJul 22, 2026
Help Grandfamilies Prevent Child Abuse Act
Referred to the House Committee on Education and Workforce.
HR9763Social WelfareJul 16, 2026
SWIFT Act of 2026
Referred to the Committee on Ways and Means, and in addition to the Committee on Oversight and Government Reform, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR9638Science, Technology, CommunicationsJul 9, 2026
Sunshine for Our Kids Act of 2026
Referred to the House Committee on Energy and Commerce.
HR9482CommerceJun 25, 2026
Health and Location Data Protection Act of 2026
Referred to the House Committee on Energy and Commerce.
HR9297Transportation and Public WorksJun 11, 2026
Pedestrian Protection Act
Referred to the House Committee on Energy and Commerce.
HR9076Government Operations and PoliticsMay 29, 2026
Postal Data Privacy Act of 2026
Referred to the House Committee on the Judiciary.
HR8997FamiliesMay 21, 2026
Right to Representation Act
Referred to the House Committee on Ways and Means.
HR8861Crime and Law EnforcementMay 15, 2026
Department of Justice Integrity Act of 2026
Referred to the House Committee on the Judiciary.

Campaign finance

Reported to the FEC, through Jun 30, 2026

Raised

$990.6K

Spent

$859.7K

Cash on hand

$448.6K

From PACs

$447.7K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Mary Scanlon's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Nay
Sep 16, 2026	H R 10326	PROOF Act	Nay
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Nay
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Yea
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Nay
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

EXC2x · $65K CTVA1x · $8K DD1x · $8K CEG1x · $32.5K IFF1x · $8K ORCL1x · $32.5K DOW1x · $8K

Disclosed transactions

8 in total, newest first

Asset		Amount	Traded	Filed	Note
EXC	sellReduce	$15K – $50K	May 23, 2023	Jun 5, 2023 13 days later	—
CEG	selljointReduce	$15K – $50K	May 23, 2023	Jun 5, 2023 13 days later	—
EXC	buyjointOpen	$15K – $50K	Feb 4, 2022	Aug 26, 2022 203 days later	Exelon Corporation (EXC) exchanged for Constellation Energy Corporation (CEG) following spin-off. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx A C D Brokerage (Owner: JT) L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Mary Gay Scanlon , 08/26/2022
ORCL	sellspouseReduce	$15K – $50K	Feb 12, 2021	Aug 12, 2022 546 days later	—
IFF	sellspouseReduce	$1K – $15K	Feb 12, 2021	Aug 12, 2022 546 days later	—
DOW	sellspouseReduce	$1K – $15K	Feb 12, 2021	Aug 12, 2022 546 days later	—
CTVA	sellspouseReduce	$1K – $15K	Feb 12, 2021	Aug 12, 2022 546 days later	—
DD	buyspouseOpen	$1K – $15K	Feb 1, 2021	Aug 12, 2022 557 days later	DuPont de Nemours, Inc. (DD) exchanged for International Flavors & Fragrances, Inc. (IFF) following merger.

Source: the original filing