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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
SL

Stephen F. Lynch

U.S. House·MA·last disclosed 2024-08-07
Disclosed book · year-end value
$1.30M
midpoint est. · $816K–$1.79M — not market value
13 holdings · $464K equity · $840K non-equity
Our verdict on their book · $-weighted, equity only
Hold1.7%Sell3.4%Not covered94.8%
Disclosed trades
14
Buys · Sells
4 · 9
Median reporting lag
65d
avg 123d to disclose
Last disclosed
2024-08-07
Trade cadence · buys above, sells below · last 12 mo
Sep
Dec
Dec
Nov
May
Jun

What Stephen F. Lynch owns now

Year-end holdings from their latest annual disclosure · 13 holdings · as of 2024

3
3 Jason Terracenon-equity
$500K–$1.00M58%
VT
VTTVX
$250K–$500K29%
No call
B
Boston, MA, US Bank of Americanon-equity
$15.0K–$50.0K2%
PE
PEQIX
$15.0K–$50.0K2%
No call
PG
PGOFX
$15.0K–$50.0K2%
No call
M
Massachusetts State Employees Defined Retirement Contribution Plannon-equity
$15.0K–$50.0K2%
CS
CSCO
$1.00K–$15.0K1%
FV $96.00 · Jun '26Sell
D
Dell Technologies Inc. Class V (DVMT)non-equity
$1.00K–$15.0K1%
▸Show all 13 holdings
IN
INTC
$1.00K–$15.0K1%
FV $60.00 · Jun '26Sell
M
Morgan Stanley Institutional Fund Growth Portfolionon-equity
$1.00K–$15.0K1%
M
Morgan Stanley Money Market Fundnon-equity
$1.00K–$15.0K1%
NV
NVDA
$1.00K–$15.0K1%
Hold
2
200 Rockland Trustnon-equity
$1.00–$1.00K0%

Reported asset value, disclosed ranges · how we built this

What Stephen F. Lynch did

14 disclosed trades

2024-08-07—American Funds Euro-Pacific Mutual FundSell
$15.0K–$50.0K
filed 65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction American Funds Income Fund of AmericaSell
$15.0K–$50.0K
filed 65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Federated Kaufman Small Cap A Mutual FundSell
$1.00K–$15.0K
filed 65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Fidelity Balanced FundSell
$15.0K–$50.0K
filed 65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Fidelity Contra Fund Mutual FundSell
$100K–$250K
filed 65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Fidelity Emerging Markets Mutual FundSell
$1.00K–$15.0K
filed 65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Vanguard Target Date 2025 Mutual FundBuy
$250K–$500K
filed 65d latetraded 2024-06-03PTR ↗
2024-05-23NVDANVIDIA Corporation - Common StockBuy
$1.00K–$15.0K
1d lagtraded 2024-05-22PTR ↗
2024-05-09—Vmware, Inc. Common stock, Class ASell
$1.00K–$15.0K
filed 164d latetraded 2023-11-27PTR ↗
2023-05-03—American Funds Income Fund of America Mutual FundBuy
$15.0K–$50.0K
filed 489d latetraded 2021-12-30PTR ↗
2023-05-03—n was misplaced and just recently located. Fidelity Emerging Markets Mutual FundBuy
$1.00K–$15.0K
filed 124d latetraded 2022-12-30PTR ↗
2023-05-03—was misplaced and just recently located. Invesco Development Markets Mutual FundSell
$1.00K–$15.0K
filed 124d latetraded 2022-12-30PTR ↗
2023-05-03—ecently located. Nationwide Investor Destination Moderate Aggressive Mutual FundSell
$15.0K–$50.0K
filed 124d latetraded 2022-12-30PTR ↗
2017-05-01EMCnS iD owner asset transaction type Date notification Date amount EMC CorporationExch
$1.00K–$15.0K
filed 236d latetraded 2016-09-07PTR ↗
How we built this

Holdings come from Stephen F. Lynch's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).