Congressional Trades › Stephen F. Lynch

Trade Volume by Year

Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
$0$250K$500K$750K$1.0M201620212022202320242016: $8K, click to see these trades2021: $33K, click to see these trades2022: $49K, click to see these trades2023: $8K, click to see these trades2024: $672K, click to see these trades

Top Traded Sectors

By SIC industry of the ticker · 3 trades classified
3Sector Trades
  • Other67%
  • Technology33%
Other leads with 67% of trades2 trades · $16K estimated volume

Recent Trades

Periodic transaction reports · click a stock for its page · every row links the filing
Traded · filedStockTransactionAmount (range)DescriptionSince 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

Added up from the value brackets on the annual financial disclosure filed May 15, 2026 · Filing ↗
$1.3MAssets disclosed · midpoint$816K to $1.8M
$763KDebts disclosed · midpoint$510K to $1.0M
$541KAssets minus debts · midpointsthe ranges overlap, see the note

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

Midpoint of the disclosed ranges, in the filer’s own categories
  • 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

The 13 lines with the highest value bracket, exactly as written on the filing
AssetKindOwnerValue as disclosed
3 Jason TerraceReal propertyJoint$500,001 - $1,000,000
VTTVX Vanguard Target Retirement 2025 Fund (VTTVX)Mutual funds—$250,001 - $500,000
Bank of AmericaBank accounts, money market accounts & CDsJoint$15,001 - $50,000
Massachusetts State Employees Defined Retirement Contribution PlanOther—$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 PortfolioIRA (held in cash)—$1,001 - $15,000
Morgan Stanley Money Market FundIRA (held in cash)—$1,001 - $15,000
NVDA NVIDIA Corporation - Common Stock (NVDA)Stocks—$1,001 - $15,000
Rockland TrustBank accounts, money market accounts & CDsJoint$1 - $1,000

Annual Financial Disclosures

Reports on file under Stephen F. Lynch’s own name, a filing signed by a namesake is not listed
  • 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 ↗

Live Stock Portfolio

An estimate of what Stephen F. Lynch holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation

Bills and resolutions Stephen F. Lynch has sponsored
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Campaign Receipts

What Stephen F. Lynch’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support

Committees that spent independently to support Stephen F. Lynch’s election
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Where Donors Work

Employers named by the itemised individual donors to Stephen F. Lynch’s campaign, totals by employer, never a person
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Other Candidates in the Race

Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
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Outside Spending Against

Committees that spent independently against Stephen F. Lynch
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Corporate Donors

PACs and other committees that contributed to Stephen F. Lynch’s campaign
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