House · Democrat · MA-8 · in the House since 2001 · Latest annual report · lynch.house.gov
From the annual report filed May 15, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| 3 Jason Terrace [RP] | $500K – $1M | Joint |
| Vanguard Target Retirement 2025 Fund (VTTVX) [MF] | $250K – $500K | Self |
| Bank of America [BA] | $15K – $50K | Joint |
| Victory Pioneer Equity Income Fund Class A (PEQIX) [MF] | $15K – $50K | Self |
| Massachusetts State Employees Defined Retirement Contribution Plan [OT] | $15K – $50K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jun 3, 2024 | Not linked to a company Vanguard Target Date 2025 Mutual Fund | Buy · Other | $250K – $500K | Self | Filing |
| Jun 3, 2024 | Not linked to a company Fidelity Emerging Markets Mutual Fund | Sale · Other | $1K – $15K | Self | Filing |
| Jun 3, 2024 | Not linked to a company Fidelity Contra Fund Mutual Fund | Sale · Other | $100K – $250K | Self | Filing |
| Jun 3, 2024 | Not linked to a company Fidelity Balanced Fund | Sale · Other | $15K – $50K | Self | Filing |
| Jun 3, 2024 | Not linked to a company Federated Kaufman Small Cap A Mutual Fund | Sale · Other | $1K – $15K | Self | Filing |
| Jun 3, 2024 | Not linked to a company American Funds Income Fund of America | Sale · Other | $15K – $50K | Self | Filing |
| Jun 3, 2024 | Not linked to a company American Funds Euro-Pacific Mutual Fund | Sale · Other | $15K – $50K | Self | Filing |
| May 22, 2024 | NVIDIA Corporation | Buy · Stock | $1K – $15K | Self | Filing |
| Nov 27, 2023 | Vmware LLC | Sale · Stock | $1K – $15K | Self | Filing |
| Dec 30, 2022 | Not linked to a company Nationwide Investor Destination Moderate Aggressive Mutual Fund | Sale · Other | $15K – $50K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 30, 2022 | Nationwide Investor Destination Moderate Aggressive Mutual Fund | Sale · Mutual fund | $1K – $15K | Self | 2022 Annual Report filed May 11, 2023 |
| Dec 30, 2022 | Invesco Development | Sale · Mutual fund | $1K – $15K | Self | 2022 Annual Report filed May 11, 2023 |
| Dec 30, 2022 | Fidelity Emerging Markets | Buy · Mutual fund | $1K – $15K | Self | 2022 Annual Report filed May 11, 2023 |
| Dec 30, 2022 | American Funds Income Fund of America | Buy · Mutual fund | $15K – $50K | Self | 2022 Annual Report filed May 11, 2023 |
| Oct 29, 2021 | Vmware LLC | Exchange · Stock | $1K – $15K | Self | 2021 Annual Report filed May 13, 2022 |
From Stephen F. Lynch's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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