Stephen F. Lynch
Stephen F. Lynch Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 15, 2012. Includes 19 assets.
Est. Net Worth
$1.3M
2011 annual disclosure
Total Assets
$777K - $1.7M
19 assets
Total Liabilities
$0
0 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)
Retirement & Pension$129K (14)
Bank & Cash$1K (2)
Mutual Funds$501 (1)
Top Stock Holdings (from trades)
All Assets (19)
| Asset | Value |
|---|---|
25 G Street Terrace South Boston, MA 02127, US | $250,001 - $500,000 |
50 G Street, South Boston 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 IRA | $1 - $1,000 |
Morgan Stanley Focus Growth Fund IRA | $1,001 - $15,000 |
Pioneer Equity Income Fund IRA | $1,001 - $15,000 |
Pioneer Mid Cap Growth Fund IRA | $1,001 - $15,000 |
IRA | $1,001 - $15,000 |
American Funds Europacific Mutual Fund 403(b) | $1,001 - $15,000 |
American Funds Growth Fund 403(b) | $1,001 - $15,000 |
Blackrock Small Cap Fund 403(b) | $1,001 - $15,000 |
Oppenheimer Developing Markets Fund 403(b) | $1,001 - $15,000 |
Fidelity Contra Fund 403(b) | $1,001 - $15,000 |
Fidelity Balanced Fund 403(b) | $15,001 - $50,000 |
American Fund Inc. Fund 403(b) | $1,001 - $15,000 |
Bank of America | $1 - $1,000 |
East Boston Savings | $1 - $1,000 |
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).