Fidelity Balanced Fund
Rep. Stephen F. Lynch disclosed that the filer sold · $15,001 – $50,000
View transaction source status →Traded Jun 3, 2024Notified Jul 31, 2024Filed Aug 7, 2024Filed after 45 days
Owner: FilerOriginal filing ↗
Public filing record
Trade disclosures
One row per transaction reported in a 2013–2026 US House periodic transaction report, ordered by anomaly-safe activity chronology by default. The filer and the account owner are shown separately.
2013–2026Years
HouseChamber
RangeAmounts
13 matching transactions
A report can contain many transactions; these are transaction counts, not filing counts. Default chronology prevents impossible reported dates from controlling recency while keeping every source date visible.
Federated Kaufman Small Cap A Mutual Fund
Rep. Stephen F. Lynch disclosed that the filer sold · $1,001 – $15,000
View transaction source status →Traded Jun 3, 2024Notified Jul 31, 2024Filed Aug 7, 2024Filed after 45 days
Owner: FilerOriginal filing ↗
Fidelity Contra Fund Mutual Fund
Rep. Stephen F. Lynch disclosed that the filer sold · $100,001 – $250,000
View transaction source status →Traded Jun 3, 2024Notified Jul 31, 2024Filed Aug 7, 2024Filed after 45 days
Owner: FilerOriginal filing ↗
American Funds Euro-Pacific Mutual Fund
Rep. Stephen F. Lynch disclosed that the filer sold · $15,001 – $50,000
View transaction source status →Traded Jun 3, 2024Notified Jul 31, 2024Filed Aug 7, 2024Filed after 45 days
Owner: FilerOriginal filing ↗
Vanguard Target Date 2025 Mutual Fund
Rep. Stephen F. Lynch disclosed that the filer purchased · $250,001 – $500,000
View transaction source status →Traded Jun 3, 2024Notified Jul 31, 2024Filed Aug 7, 2024Filed after 45 days
Owner: FilerOriginal filing ↗
Fidelity Emerging Markets Mutual Fund
Rep. Stephen F. Lynch disclosed that the filer sold · $1,001 – $15,000
View transaction source status →Traded Jun 3, 2024Notified Jul 31, 2024Filed Aug 7, 2024Filed after 45 days
Owner: FilerOriginal filing ↗
American Funds Income Fund of America
Rep. Stephen F. Lynch disclosed that the filer sold · $15,001 – $50,000
View transaction source status →Traded Jun 3, 2024Notified Jul 31, 2024Filed Aug 7, 2024Filed after 45 days
Owner: FilerOriginal filing ↗
$NVDANVIDIA Corporation - Common Stock (NVDA)
Rep. Stephen F. Lynch disclosed that the filer purchased · $1,001 – $15,000
View transaction source status →Traded May 22, 2024Notified May 23, 2024Filed May 23, 20241 days to file
Owner: FilerOriginal filing ↗
$VMWVmware, Inc. Common stock, Class A (VMW)
Rep. Stephen F. Lynch disclosed that the filer sold · $1,001 – $15,000
View transaction source status →Traded Nov 27, 2023Notified May 1, 2024Filed May 9, 2024Filed after 45 days
Owner: FilerOriginal filing ↗
$B/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 Fund
Rep. Stephen F. Lynch disclosed that the filer purchased · $1,001 – $15,000
View transaction source status →Traded Dec 30, 2022Notified Jan 11, 2023Filed May 3, 2023Filed after 45 days
Owner: FilerOriginal filing ↗
American Funds Income Fund of America Mutual Fund
Rep. Stephen F. Lynch disclosed that the filer purchased · $15,001 – $50,000
View transaction source status →Traded Dec 30, 2021Notified Jan 11, 2023Filed May 3, 2023Filed after 45 days
Owner: FilerOriginal filing ↗
$B0/22. 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 Fund
Rep. Stephen F. Lynch disclosed that the filer sold · $1,001 – $15,000
View transaction source status →Traded Dec 30, 2022Notified Jan 11, 2023Filed May 3, 2023Filed after 45 days
Owner: FilerOriginal filing ↗
irement 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 Fund
Rep. Stephen F. Lynch disclosed that the filer sold · $15,001 – $50,000
View transaction source status →Traded Dec 30, 2022Notified Jan 11, 2023Filed May 3, 2023Filed after 45 days
Owner: FilerOriginal filing ↗