Stephen F. Lynch
Stephen F. Lynch (MA-8) disclosed a net worth range between -$199K and $1.3M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | -$199K – $1.3M |
| 2024 | 2025-05-14 | -$364K – $981K |
| 2023 | 2024-05-10 | -$332K – $1.1M |
| 2022 | 2023-05-11 | -$381K – $976K |
| 2021 | 2022-05-13 | -$81K – $1.3M |
Disclosed assets
The assets Stephen F. Lynch itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| 3 Jason Terrace | RP |
$15K - $50K
Rent
|
$500K - $1M |
| South Boston Community Health Center 403(b) ⇒ Vanguard Target Retirement 2025 Fund (VTTVX) | MF |
Tax-Deferred
|
$250K - $500K |
| Bank of America | BA |
$1 - $200
Interest
|
$15K - $50K |
| IRA ⇒ Victory Pioneer Equity Income Fund Class A (PEQIX) | MF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ Victory Pioneer Select Mid Cap Growth Fund Class A (PGOFX) | MF |
Tax-Deferred
|
$15K - $50K |
| Massachusetts State Employees Defined Retirement Contribution Plan ⇒ Massachusetts State Employees Defined Retirement Contribution Plan | OT |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ Cisco Systems, Inc. (CSCO) | IH |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ Dell Technologies Inc. Class V (DVMT) | ST |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ Intel Corporation - Common Stock (INTC) | ST |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ Morgan Stanley Institutional Fund Growth Portfolio | IH |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ Morgan Stanley Money Market Fund | IH |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST |
Tax-Deferred
|
$1K - $15K |
| Rockland Trust | BA |
$1 - $200
Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage on Primary Residence (Rockland Trust) | $250K - $500K |
| Mortgage on Rental Property (Quicken Loans) | $250K - $500K |
| Home Equity Line of Credit (Congressional Federal Credit Union) | $10K - $15K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-06-03 | B OT · American Funds Euro-Pacific Mutual Fund F S: New S O: South Boston Community Health Center 403(b) L: US D: Sale Transaction | Sell | — | $15K - $50K | 2024-08-07 | 65d late |
| 2024-06-03 | B OT · American Funds Income Fund of America F S: New S O: South Boston Community Health Center 403(b) L: US D: Sale Transaction | Sell | — | $15K - $50K | 2024-08-07 | 65d late |
| 2024-06-03 | B OT · Federated Kaufman Small Cap A Mutual Fund F S: New S O: South Boston Community Health Center 403(b) L: US D: Sale Transaction | Sell | — | $1K - $15K | 2024-08-07 | 65d late |
| 2024-06-03 | B OT · Fidelity Balanced Fund F S: New S O: South Boston Community Health Center 403(b) L: US D: Sale Transaction | Sell | — | $15K - $50K | 2024-08-07 | 65d late |
| 2024-06-03 | B OT · Fidelity Emerging Markets Mutual Fund F S: New S O: South Boston Community Health Center 403(b) L: US D: Sale Transaction | Sell | — | $1K - $15K | 2024-08-07 | 65d late |
| 2024-06-03 | B OT · Vanguard Target Date 2025 Mutual Fund F S: New S O: South Boston Community Health Center 403(b) L: US D: All proceeds for the sale of the Mutual Funds listed: Fidelity Contra, Federated, Kaufman, American Funds Euro-Pac | Buy | — | $250K - $500K | 2024-08-07 | 65d late |
| 2024-05-22 | NVDA ST · NVIDIA Corporation - Common Stock (NVDA) | Buy | — IRA | $1K - $15K | 2024-05-23 | 1d |
| 2023-11-27 | VMW ST · Vmware, Inc. Common stock, Class A (VMW) | Sell | — IRA | $1K - $15K | 2024-05-09 | 164d late |
| 2022-12-30 | B OT · Fidelity Emerging Markets Mutual Fund F S: New S O: South Boston Community Health Center 403(b) L: US D: Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Accou | Buy | — | $1K - $15K | 2023-05-03 | 124d late |
| 2022-12-30 | B OT · Invesco Development Markets Mutual Fund F S: New S O: South Boston Community Health Center 403(b) L: US D: Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manage | Sell | — | $1K - $15K | 2023-05-03 | 124d late |
| 2021-12-30 | B OT · American Funds Income Fund of America Mutual Fund F S: New S O: South Boston Community Health Center 403(b) L: US D: American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Acco | Buy | — | $15K - $50K | 2023-05-03 | 489d late |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-10. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-10). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| B | 16,738 | $727.4K | 100.0% |