Stephen F. Lynch
Stephen F. Lynch Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 19 assets and 2 liabilities.
Est. Net Worth
$1.1M
2013 annual disclosure
Total Assets
$1.1M - $2.3M
19 assets
Total Liabilities
$350K - $750K
2 liabilities
Total Trades
14
From PTR filings
Trade Volume
$769K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $624K |
| 2009 | $702K |
| 2010 | $701K |
| 2011 | $1.3M |
| 2011 | $624K |
| 2012 | $722K |
| 2013 | $1.1M |
Assets by Category
Real Estate$1.5M (3)
Retirement & Pension$105K (7)
Bank & Cash$33K (2)
Mutual Funds$25K (4)
Stocks$17K (3)
Top Stock Holdings (from trades)
All Assets (19)
| Asset | Value |
|---|---|
55 G Street South Boston, MA, US | $250,001 - $500,000 |
54 Jason Terrace South Boston, MA 02127, US | $250,001 - $500,000 |
55 G Street South Boston, MA, US | $500,001 - $1,000,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Morgan Stanley Money Market Liquid Asset Fund | $1 - $1,000 |
Morgan Stanley Focus Growth Fund | $1,001 - $15,000 |
Pioneer Equity Income Fund | $1,001 - $15,000 |
Pioneer Mid Cap Growth Fund | $1,001 - $15,000 |
American Funds Europacific Mutual 403(b) | $15,001 - $50,000 |
American Funds Growth Fund 403(b) | $1,001 - $15,000 |
Fidelity Balanced Fund 403(b) | $1,001 - $15,000 |
Black Small Cap Growth 403(b) | $1,001 - $15,000 |
Fidelity Contra Fund 403(b) | $1,001 - $15,000 |
Oppenheimer Developing Market Funds 403(b) | $15,001 - $50,000 |
American Fund Inc. Fund 403(b) | $1,001 - $15,000 |
East Boston Savings | $15,001 - $50,000 |
Bank of America | $1 - $1,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| East Boston Savings | mortgage | $250,001 - $500,000 |
| GMAC | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$8K
Technology$8K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).