Trade Volume by Year
Top Traded Sectors
- Other67%
- Technology33%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jun 3, 2024filed Aug 7, 2024 | FDFundVanguard Target Date 2025 Mutual Fund | Purchase | $250K – $500K | All proceeds for the sale of the Mutual Funds listed: Fidelity Contra, Federated, Kaufman, American Funds ↗ | — |
| Jun 3, 2024filed Aug 7, 2024 | FDFundAmerican Funds Euro-Pacific Mutual Fund | Sale | $15K – $50K | Sale Transaction ↗ | — |
| Jun 3, 2024filed Aug 7, 2024 | FDFundAmerican Funds Income Fund of America | Sale | $15K – $50K | Sale Transaction ↗ | — |
| Jun 3, 2024filed Aug 7, 2024 | FDFundFederated Kaufman Small Cap A Mutual Fund | Sale | $1K – $15K | Sale Transaction ↗ | — |
| Jun 3, 2024filed Aug 7, 2024 | FDFundFidelity Balanced Fund | Sale | $15K – $50K | Sale Transaction ↗ | — |
| Jun 3, 2024filed Aug 7, 2024 | FDFundFidelity Contra Fund Mutual Fund | Sale | $100K – $250K | ↗ | — |
| Jun 3, 2024filed Aug 7, 2024 | FDFundFidelity Emerging Markets Mutual Fund | Sale | $1K – $15K | Sale Transaction ↗ | — |
| May 22, 2024filed May 23, 2024 | NVDANVIDIA CORP · Stock |
Purchase | $1K – $15K | ↗ | … |
| Nov 27, 2023filed May 9, 2024 | VMWVmware, Inc. Common stock, Class A · Stock |
Sale | $1K – $15K | On November 27 2023 Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, ↗ | … |
| Dec 30, 2022filed May 3, 2023 | FDFundAccount Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual Fund | Sale | $15K – $50K | ↗ | — |
| Dec 30, 2022filed May 3, 2023 | FDFundmanaged by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fund | Sale | $1K – $15K | Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an ↗ | — |
| Dec 30, 2022filed May 3, 2023 | FDFundAccount Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund | Purchase | $1K – $15K | Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is ↗ | — |
| Dec 30, 2021filed May 3, 2023 | FDFundAmerican Funds Income Fund of America Mutual Fund | Purchase | $15K – $50K | American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an ↗ | — |
| Sep 7, 2016filed May 1, 2017 | EMCEMC Corporation · Stock |
Exchange | $1K – $15K | ↗ | … |
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 Stephen F. Lynch 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.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Stephen F. Lynch’s wealth land. The two ranges below overlap, so the floor of this estimate is below zero: a member must list the mortgage on their home and need not list the home, which is how a filing ends up here. Read it as an estimate, not a bound.
An amendment to this report was filed May 15, 2026; it is linked below and is not part of this sum.
By Kind of Asset
- Real property1 line$750K
- Mutual funds3 lines$440K
- Bank accounts, money market accounts & CDs2 lines$33K
- Other1 line$33K
- IRA (held in cash)3 lines$24K
- Stocks3 lines$24K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| 3 Jason Terrace | Real property | Joint | $500,001 - $1,000,000 |
| VTTVX Vanguard Target Retirement 2025 Fund (VTTVX) | Mutual funds | — | $250,001 - $500,000 |
| Bank of America | Bank accounts, money market accounts & CDs | Joint | $15,001 - $50,000 |
| Massachusetts State Employees Defined Retirement Contribution Plan | Other | — | $15,001 - $50,000 |
| PEQIX Victory Pioneer Equity Income Fund Class A (PEQIX) | Mutual funds | — | $15,001 - $50,000 |
| PGOFX Victory Pioneer Select Mid Cap Growth Fund Class A (PGOFX) | Mutual funds | — | $15,001 - $50,000 |
| Cisco Systems, Inc. (CSCO) | IRA (held in cash) | — | $1,001 - $15,000 |
| DVMT Dell Technologies Inc. Class V (DVMT) | Stocks | — | $1,001 - $15,000 |
| INTC Intel Corporation - Common Stock (INTC) | Stocks | — | $1,001 - $15,000 |
| Morgan Stanley Institutional Fund Growth Portfolio | IRA (held in cash) | — | $1,001 - $15,000 |
| Morgan Stanley Money Market Fund | IRA (held in cash) | — | $1,001 - $15,000 |
| NVDA NVIDIA Corporation - Common Stock (NVDA) | Stocks | — | $1,001 - $15,000 |
| Rockland Trust | Bank accounts, money market accounts & CDs | Joint | $1 - $1,000 |
Annual Financial Disclosures
- Amendment · 2025House Clerk · filed May 15, 2026Filing ↗
- Annual · 2025House Clerk · filed May 15, 2026 · 13 assets, 3 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 14, 2025Filing ↗
- Annual · 2023House Clerk · filed May 10, 2024Filing ↗
- Annual · 2022House Clerk · filed May 11, 2023Filing ↗
- Annual · 2021House Clerk · filed May 13, 2022Filing ↗
- Annual · 2020House Clerk · filed Jul 30, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 6, 2020Filing ↗
- Annual · 2018House Clerk · filed May 14, 2019Filing ↗
- Amendment · 2017House Clerk · filed May 24, 2018Filing ↗
- Annual · 2017House Clerk · filed May 14, 2018Filing ↗
- Annual · 2016House Clerk · filed May 5, 2017Filing ↗
- Annual · 2015House Clerk · filed May 16, 2016Filing ↗



