Stephen F. Lynch
Stephen F. Lynch Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 10 assets and 2 liabilities.
Est. Net Worth
$624K
2008 annual disclosure
Total Assets
$756K - $1.6M
10 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$1.1M (2)
Mutual Funds$25K (4)
Stocks$24K (3)
Bank & Cash$501 (1)
Top Stock Holdings (from trades)
All Assets (10)
| Asset | Value |
|---|---|
B Jason Terrace South Boston, MA, US | $250,001 - $500,000 |
56 G Street South Boston, MA, US | $500,001 - $1,000,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Morgan Stanley Money Market | $1 - $1,000 |
MS Focus Growth Mutual Fund | $1,001 - $15,000 |
Pioneer Equity Income Fund | $1,001 - $15,000 |
Pioneer Mid-Cap Growth Fund | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Mt. Washington Bank, South Boston, MA | mortgage | $250,001 - $500,000 |
| Mt. Washington Bank, South Boston, MA | 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).