Stephen F. Lynch
Stephen F. Lynch Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 18 assets and 2 liabilities.
Est. Net Worth
$722K
2012 annual disclosure
Total Assets
$790K - $1.8M
18 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)
Retirement & Pension$105K (10)
Stocks$41K (3)
Bank & Cash$1K (2)
Mutual Funds$501 (1)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
3 Jason Way South Boston, MA, US | $250,001 - $500,000 |
55 G Street South Boston, MA, US | $500,001 - $1,000,000 |
| $1 - $1,000 | |
EMC Corporation IRA | $1,001 - $15,000 |
| $15,001 - $50,000 | |
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 | $15,001 - $50,000 |
East Boston Savings | $1 - $1,000 |
Bank of America | $1 - $1,000 |
American Funds Europacific Mutual Fund (403b) | $1,001 - $15,000 |
American Funds Growth Fund (403b) | $1,001 - $15,000 |
BlackRock Small Cap Fund (403b) | $1,001 - $15,000 |
Oppenheimer Developing Markets Fund (403b) | $1,001 - $15,000 |
Fidelity Contra Fund (403b) | $1,001 - $15,000 |
Fidelity Balanced Fund (403b) | $1,001 - $15,000 |
American Fund Inc. Fund (403b) | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| East Boston Savings Bank | 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).