U.S. House · MA08
Stephen F. Lynch
13
Trades
4
Purchases
9
Sales
4
Filings
Disclosed Transactions
| Date | Type | Security | Owner | Amount |
|---|---|---|---|---|
| 05/22/2024 | Purchase | Self | $1,001 - $15,000 | |
| 06/03/2024 | Sale | —American Funds Euro-Pacific Mutual FundOT | Self | $15,001 - $50,000 |
| 06/03/2024 | Sale | —Sale Transaction American Funds Income Fund of AmericaOT | Self | $15,001 - $50,000 |
| 06/03/2024 | Sale | —Sale Transaction Federated Kaufman Small Cap A Mutual FundOT | Self | $1,001 - $15,000 |
| 06/03/2024 | Sale | —Sale Transaction Fidelity Balanced FundOT | Self | $15,001 - $50,000 |
| 06/03/2024 | Sale | —Sale Transaction Fidelity Contra Fund Mutual FundOT | Self | $100,001 - $250,000 |
| 06/03/2024 | Sale | —Sale Transaction Fidelity Emerging Markets Mutual FundOT | Self | $1,001 - $15,000 |
| 06/03/2024 | Purchase | —Sale Transaction Vanguard Target Date 2025 Mutual FundOT | Self | $250,001 - $500,000 |
| 11/27/2023 | Sale | Self | $1,001 - $15,000 | |
| 12/30/2022 | Purchase | —American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual FundOT | Self | $1,001 - $15,000 |
| 12/30/2022 | Sale | —Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual FundOT | Self | $1,001 - $15,000 |
| 12/30/2022 | Sale | —Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual FundOT | Self | $15,001 - $50,000 |
| 12/30/2021 | Purchase | —American Funds Income Fund of America Mutual FundOT | Self | $15,001 - $50,000 |
Public STOCK Act disclosure data from the U.S. House Clerk. Amounts are disclosed as ranges. Informational only — not investment advice.