Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Stephen F. Lynch (D-MA)
House · Democrat (most recent term) · MA-8 · in Congress 2001–present · Bioguide ID L000562
Party history: D 2001–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth at the earliest available report (2013); the member entered office earlier, in 2001 | 2013 | $13,018 | $680,508 | $1,347,998 |
| (b) Latest net worth estimate | 2025 | −$198,987 | $541,006 | $1,280,998 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2025 (12 years spanned) | 2013–2025 | −$1,546,985 | −$139,502 | +$1,267,980 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): none for these two endpoints. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2013 | $1,230,509 | $550,001 | $680,508 | $13,018 … $1,347,998 | computed |
| 2014 | $1,255,009 | $582,502 | $672,508 | −$22,982 … $1,367,997 | computed |
| 2015 | $1,654,509 | $582,502 | $1,072,008 | $241,018 … $1,902,997 | computed |
| 2016 | $1,654,509 | $582,502 | $1,072,008 | $241,018 … $1,902,997 | computed |
| 2017 | $1,718,509 | $582,502 | $1,136,008 | $271,018 … $2,000,997 | computed |
| 2018 | $1,694,009 | $582,502 | $1,111,508 | $257,018 … $1,965,997 | computed |
| 2019 | $1,767,509 | $582,502 | $1,185,008 | $299,018 … $2,070,997 | computed |
| 2020 | $1,792,009 | $582,502 | $1,209,508 | $313,018 … $2,105,997 | computed |
| 2021 | $1,160,008 | $562,501 | $597,508 | −$80,983 … $1,275,998 | computed |
| 2022 | $1,060,008 | $762,501 | $297,508 | −$380,983 … $975,998 | computed |
| 2023 | $1,152,008 | $762,501 | $389,507 | −$331,984 … $1,110,998 | computed |
| 2024 | $1,071,006 | $762,501 | $308,505 | −$363,988 … $980,998 | computed |
| 2025 | $1,303,506 | $762,501 | $541,006 | −$198,987 … $1,280,998 | computed |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)+7.5%
Simple average of years+7.8%
Years estimated11
Best / worst single year2015 +35%
2016 +3%
2016 +3%
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +6.5% to +7.9%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $1,125,502 | $1,125,502 | $42,501 | $0 | $0 | +3.8% | +2.7% … +4.3% | -65% … +73% | 91% | counted |
| 2014→2015 | $1,247,008 | $1,646,508 | $42,602 | $0 | $0 | +35.5% | +34.9% … +36.6% | -53% … +124% | 99% | counted |
| 2015→2016 | $1,606,006 | $1,606,006 | $42,602 | $0 | $0 | +2.7% | +1.9% … +3.0% | -70% … +75% | 97% | counted |
| 2016→2017 | $1,646,508 | $1,710,508 | $42,702 | $0 | $0 | +6.5% | +4.8% … +7.3% | -71% … +84% | 100% | counted |
| 2017→2018 | $1,589,006 | $1,589,006 | $42,702 | $0 | $0 | +2.7% | +2.0% … +3.0% | -70% … +75% | 92% | counted |
| 2018→2019 | $1,686,008 | $1,759,508 | $42,702 | $0 | $0 | +6.9% | +5.9% … +7.4% | -71% … +85% | 100% | counted |
| 2019→2020 | $1,759,508 | $1,784,008 | $42,702 | $0 | $0 | +3.8% | +3.1% … +4.1% | -73% … +81% | 100% | counted |
| 2020→2021 | $863,505 | $863,505 | $32,702 | $0 | $0 | +3.8% | +2.8% … +4.2% | -74% … +82% | 48% | excluded; not eligible: traced coverage 48% < 60% |
| 2021→2022 | $838,504 | $879,006 | $32,601 | $40,501 | $0 | +3.9% | +2.9% … +4.3% | -80% … +87% | 72% | counted |
| 2022→2023 | $1,052,008 | $1,152,008 | $32,702 | $0 | $0 | +12.6% | +10.3% … +13.6% | -73% … +99% | 99% | counted |
| 2023→2024 | $920,506 | $863,505 | $32,702 | $8,000 | $65,001 | +3.6% | +2.7% … +3.9% | -77% … +84% | 80% | counted; many new/exited positions |
| 2024→2025 | $815,004 | $815,004 | $32,702 | $0 | $0 | +4.0% | +2.9% … +4.5% | -71% … +79% | 76% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2013 | 10001559 | House annual | 5/13/2014 | 18 | 0 | 10001559.pdfbd7aa68de5d65f0ae4d3c799a98f6793accc1eba71f2977486ee7175708834ef |
| 2014 | 10005736 | House annual | 5/15/2015 | 18 | 0 | 10005736.pdf2ca91bc41b2b30b9294dd32dc646aa76445c63c0abab5aabeaa7a280efae172c |
| 2015 | 10010230 | House annual | 5/16/2016 | 18 | 0 | 10010230.pdfd83ef28ad5cea826a80054bf9b062040b21c6d0800a618f2ff4ffd7833468a4f |
| 2016 | 10015023 | House annual | 5/5/2017 | 18 | 0 | 10015023.pdf1fb6b31cede9dced00e1c7f7d0262fe7b34d4089d36c4522d6f6eed5e398978f |
| 2017 | 10023743 | House amendment | 5/24/2018 | 18 | 0 | 10023743.pdfc5f81696d642907b02ac5d914b5cc913c8390f95890ba08182d6a6fe71f5c096 |
| 2018 | 10026211 | House annual | 5/14/2019 | 18 | 0 | 10026211.pdff9b98f9a997bfcadbb9f4d75546230d398cd469351b055ec6d505d7ab1b08a45 |
| 2019 | 10035666 | House annual | 8/6/2020 | 18 | 0 | 10035666.pdfd51e65e5c2e2c7c6134a2ab1463a9090cb4463a78878a6613abb355b8ce09e62 |
| 2020 | 10041076 | House annual | 7/30/2021 | 18 | 0 | 10041076.pdfb7b7d8748d1f86d5bd9e489dd053056079fa70f3a42c499671ef555ac553aaec |
| 2021 | 10047198 | House annual | 5/13/2022 | 17 | 0 | 10047198.pdf551ddad3574683058cb4333d1c6253bdca1c331eca5bc5679d444abf0490e727 |
| 2022 | 10051892 | House annual | 5/11/2023 | 17 | 0 | 10051892.pdf8063096af0a8e737b855703afea840d1792e47a0eb58f9d6d23659dcc38b3a47 |
| 2023 | 10057612 | House annual | 5/10/2024 | 16 | 0 | 10057612.pdfe7db20afdbdb23871074345c26bf307d86382a6b2e97b4304c0a4dac0e19500f |
| 2024 | 10066502 | House annual | 5/14/2025 | 12 | 0 | 10066502.pdfe35c6a4ef523351de7d98c0ce067085eb7f006ab65e7341b513feb2561c0413b |
| 2025 | 10076086 | House annual | 5/15/2026 | 13 | 0 | 10076086.pdf671d106c81e607fbc7cc8bb4d894046a77dc37bef188cb2727d5e50f30d475d9 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| South Boston Community Health Center 403(b) ⇒ Fidelity Contra Fund [MF] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| South Boston Community Health Center 403(b) ⇒ American Funds Euro-Pacific [MF] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| IRA ⇒ | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| IRA ⇒ Pioneer Mid-Cap Growth Fund [IH] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| IRA ⇒ Morgan Stanley Money Market Fund [IH] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Rockland Trust [BA] | JT | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| Bank of America [BA] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| IRA ⇒ Dell Technologies Inc. Class V (DVMT) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| IRA ⇒ | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| IRA ⇒ Pioneer Mid-Cap Growth Fund [IH] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Rockland Trust [BA] | JT | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| Bank of America [BA] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| IRA ⇒ Dell Technologies Inc. Class V (DVMT) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | — | new | — | $1,001 - $15,000 | $8,000 | $0 |
| South Boston Community Health Center 403(b) ⇒ American Funds Income Fund of America [MF] | — | exited | $15,001 - $50,000 | — | $0 | $32,500 |
| 3 Jason Terrace [RP] | JT | held | $500,001 - $1,000,000 | $500,001 - $1,000,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Rockland Trust [BA] | JT | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| IRA ⇒ Dell Technologies Inc. Class V (DVMT) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Bank of America [BA] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| 3 Jason Terrace [RP] | JT | held | $500,001 - $1,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| IRA ⇒ Morgan Stanley Institutional Fund Growth Portfolio [IH] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| IRA ⇒ Cisco Systems, Inc. (CSCO) [IH] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).