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Stephen F. Lynch

Representative MA-8 Democrat 2025 disclosure

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 .

Trading

Disclosed stock trades
11
Since Q4 '21
Purchases
36%
Share of disclosed trades
Avg. disclosure lag
117.5 days
Median 65 days
Filed past 45-day deadline
90.9%
STOCK Act deadline
Concentration

B is about 97% of the disclosed dollars

By the midpoints of the disclosed ranges, 9 B trades add up to about $537K of $553K.

Trade size

55% of trades were $15,000 or less

Those 6 trades carry about 8.7% of the disclosed dollars, by the midpoints of the ranges.

Timeliness

9% of trades were disclosed within 45 days

The median trade was disclosed 65 days after it was made, and 10 of 11 trades took longer than the STOCK Act deadline.

Purchases and sales by quarter

Trades by quarter of trade Purchases Sales Quarter in progress
Source: periodic transaction reports, machine-readable only.

B is the most traded stock

Trades per stock Purchases Sales

9.1% of trades carry 68% of the disclosed dollars

Share of trades and of disclosed dollars by size, using range midpoints Share of trades Share of dollars

Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.

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.

Latest net worth (band)
-$199K – $1.3M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
13
Disclosed liabilities
3

Disclosed net worth band, 2021 to 2025

Band from annual financial disclosures, by reporting year Band maximum Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021 2022 2023 2024 2025
Year Net worth band
2025 -$199K – $1.3M
2024 -$364K – $981K
2023 -$332K – $1.1M
2022 -$381K – $976K
2021 -$81K – $1.3M

Recent stock trades

Date Stock Type Amount
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
2024-06-03 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
2024-06-03 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
2024-06-03 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
2024-06-03 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
2024-06-03 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
2024-05-22 NVDA ST · NVIDIA Corporation - Common Stock (NVDA) Buy $1K - $15K
2023-11-27 VMW ST · Vmware, Inc. Common stock, Class A (VMW) Sell $1K - $15K
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
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
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

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 2026-11-13. 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 (2026-11-13). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
B 16,738 $629.2K 100.0%

Assets and liabilities

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.

Disclosed lines
13
Total disclosed (band)
$816K – $1.8M
Description Value
3 Jason Terrace $500K - $1M
South Boston Community Health Center 403(b) ⇒ Vanguard Target Retirement 2025 Fund (VTTVX) $250K - $500K
Bank of America $15K - $50K
IRA ⇒ Victory Pioneer Equity Income Fund Class A (PEQIX) $15K - $50K
IRA ⇒ Victory Pioneer Select Mid Cap Growth Fund Class A (PGOFX) $15K - $50K
Massachusetts State Employees Defined Retirement Contribution Plan ⇒ Massachusetts State Employees Defined Retirement Contribution Plan $15K - $50K
IRA ⇒ Cisco Systems, Inc. (CSCO) $1K - $15K
IRA ⇒ Dell Technologies Inc. Class V (DVMT) $1K - $15K
IRA ⇒ Intel Corporation - Common Stock (INTC) $1K - $15K
IRA ⇒ Morgan Stanley Institutional Fund Growth Portfolio $1K - $15K
IRA ⇒ Morgan Stanley Money Market Fund $1K - $15K
IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) $1K - $15K
Rockland Trust $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.

Disclosed lines
3
Total disclosed (band)
$510K – $1M
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

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