Congressional Trades › Lisa Blunt Rochester
Trade Volume by Year
Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
Top Traded Sectors
By SIC industry of the ticker · 2 trades classified
- Financials50%
- Utilities50%
Financials leads with 50% of trades1 trade · $15K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Sep 6, 2018filed Apr 26, 2019 | BDCorporate bondSTARWOOD HOTELS & RESORTS SENIOR NOTE CALLAB 3.125% 02/15/2023 | Sale | $15K – $50K | ↗ | — |
| Sep 6, 2018filed Apr 26, 2019 | BDCorporate bondSTARBUCKS CORP SENIOR NOTE CALLABLE M/W 3.8% 08/15/2025 | Purchase | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondTHERMO FISHER SCIENTIFIC INC SENIOR NOTE CALLABLE M 3.65% 12/15/2025 | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondDIRECTV HLDGS LLC / DIRECTV SENIOR NOTE CALLABLE M/ 4.45% 04/01/2024 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerAMERICAN EXPRESS CENTRN CD 2.2% 09/13/2021 · Cash | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondDISCOVERY COMMUNICATIONS LLC SENIOR NOTE M/W 5.05% 06/01/2020 | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerENTERGY MISSISSIPPI LLC FIRST MORTGAGE CALLABLE M/W 3.1% 07/01/2023 · Cash | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerFEDERAL HOME LN MTG CORP · Stock | Sale | $50K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondGENERAL MTRS FINL CO INC SENIOR NOTE M/W 2.35% 10/04/2019 | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerGOLDMAN SACHS BK USA NY CD 3% 06/07/2021 · Cash | Sale | $100K – $250K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerGOLDMAN SACHS BK USA NY CD 3% 06/07/2021 · Cash | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerGOLDMAN SACHS SENIOR MED TERM NOTE CLBL M/W 3.85% 07/08/2024 · Cash | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondHEWLETT PACKARD CO SENIOR NOTE M/W 3.75% 12/01/2020 | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondJOHNSON & JOHNSON SENIOR NOTE 6.95% 09/01/2029 | Sale | $100K – $250K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 |  JPMJPMORGAN CHASE & CO · Stock |
Sale | $15K – $15K | ↗ | … |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerBANK OF AMERICA CORP SENIOR MEDIUM TERM NOTE 4.125% 01/22/2024 · Cash | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondLENNOX INTERNATIONAL INC SENIOR NOTE CALLABLE M/W 3% 11/15/2023 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondLYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023 | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerMORGAN ST DEAN WITTER SENIOR MEDIUM TERM NOTE M/W 3.875% 04/29/2024 · Cash | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerMORGAN STANLEY SENIOR MEDIUM TERM NOTE M/W 5.5% 07/28/2021 · Cash | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | MUMunicipal bondNEW YORK ST DORM AUTH ST PERS REV BDS CALLABLE 5% 03/15/2033 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondNEWMONT MINING CORP SENIOR NOTE M/W 5.125% | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerBERKSHIRE HATHAWAY FIN SENIOR MEDIUM TERM NOTE M/W 3% 05/15/2022 · Cash | Sale | $100K – $250K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | MUMunicipal bondPENNSYLVANIA STATE GO BDS CALLABLE 5% 10/15/2029 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerPRIVATE EXPORT FUNDING NOTE 2.3% 09/15/2020 · Cash | Sale | $100K – $250K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondPSEG POWER SENIOR NOTE M/W 5.125% 04/15/2020 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondSTARBUCKS CORP SENIOR NOTE | Sale | $15K – $15K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondTD AMERITRADE HOLDING CORP SENIOR NOTE CALLABLE M/ 3.625% | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondTHE HARTFORD FIN SERVICES GRP SENIOR NOTE M/ 5.125% 04/15/2022 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondVERIZON COMMUNICATIONS SENIOR NOTE CALLABLE M 4.15% 03/15/2024 | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | MUMunicipal bondYORK CNTY PA GO BDS CALLABLE 4.75% 03/01/2036 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondCARLISLE COS INC SENIOR NOTE CALLABLE M/W 3.75% 12/01/2027 | Sale | $1K – $15K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondCELGENE CORP SENIOR NOTE M/W 3.95% 10/15/2020 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondCINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 | Sale | $50K – $100K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | BDCorporate bondCINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 | Sale | $15K – $50K | ↗ | — |
| Feb 4, 2019filed Feb 19, 2019 | —No tickerCOLGATE-PALMOLIVE CO SENIOR MEDIUM TERM NOTE M/W 3.25% 03/15/2024 · Cash | Sale | $50K – $100K | ↗ | — |
| Jan 14, 2019filed Feb 19, 2019 | BDCorporate bondMARATHON OIL CORPORATION SENIOR NOTE CALLABLE M/W 3.85% 06/01/2025 | Sale | $15K – $50K | ↗ | — |
| Jan 14, 2019filed Feb 19, 2019 | BDCorporate bondMOSAIC CO SENIOR NOTE CALLABLE M/W 3.75% 11/15/2021 | Sale | $50K – $100K | ↗ | — |
| Jan 14, 2019filed Feb 19, 2019 | BDCorporate bondJPMORGAN CHASE & CO. SENIOR NOTE 6.3% 04/23/2019 | Sale | $50K – $100K | ↗ | — |
| Jan 14, 2019filed Feb 19, 2019 | BDCorporate bondKINDER MORGAN ENERGY PARTNERS SENIOR NOTE M/W 2.65% 02/01/2019 | Sale | $15K – $50K | ↗ | — |
| Nov 30, 2018filed Dec 4, 2018 | BDCorporate bondCINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 | Purchase | $50K – $100K | ↗ | — |
| Sep 17, 2018filed Oct 2, 2018 | BDCorporate bondTHERMO FISHER SCIENTIFIC SENIOR NOTE CALLABLE M/W 3.65% | Purchase | $15K – $50K | ↗ | — |
| Sep 14, 2018filed Oct 2, 2018 | BDCorporate bondBLOCK FINANCIAL CORP SR NOTE CLBL M/W CR SENS 5.5% | Sale | $15K – $50K | ↗ | — |
| May 30, 2018filed Jun 12, 2018 | —No tickerGOLDMAN SACHS BK USA NY CD 3% · Cash | Purchase | $100K – $250K | ↗ | — |
| May 30, 2018filed Jun 12, 2018 | —No tickerGOLDMAN SACHS BK USA NY CD 3% · Cash | Purchase | $15K – $50K | ↗ | — |
| May 30, 2018filed Jun 12, 2018 | —No tickerGOLDMAN SACHS BK USA NY CD 3% · Cash | Purchase | $15K – $50K | ↗ | — |
| Mar 6, 2018filed Apr 9, 2018 | BDCorporate bondCARLISLE COS INC SENIOR NOTE CALLABLE | Purchase | $1K – $15K | ↗ | — |
| Mar 2, 2018filed Mar 8, 2018 | BDCorporate bondCINCINNATI FINANCIAL CORP SENIOR DEBENTURE, RATE: 6.92 | Purchase | $15K – $50K | ↗ | — |
| Feb 22, 2018filed Mar 8, 2018 | BDCorporate bondLYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023 BUY TRADE 40 @102.521 | Purchase | $15K – $50K | ↗ | — |
| Feb 15, 2018filed Mar 8, 2018 | BDCorporate bondHESS CORPORATION SENIOR NOTE M/W 8.125% 02/15/2019 | Sale | $15K – $50K | ↗ | — |
| Jan 2, 2018filed Jan 12, 2018 | BDCorporate bond$FZC: BHP BILLITON FIN USA LTD SENIOR NOTE 2.875% 02/24/2022 SELL TRADE 100 @100.922 | Sale | $100K – $250K | ↗ | — |
| Jan 2, 2018filed Jan 12, 2018 | BDCorporate bondNVR INC SENIOR NOTE CALLABLE M/W 3.95% 09/15/2022 SELL TRADE 120 @104.105 | Sale | $100K – $250K | ↗ | — |
| Jan 2, 2018filed Jan 12, 2018 | BDCorporate bondMOODY'S CORP SENIOR MED TERM NOTE CLBL M/W 2.75% 07/15/2019 SELL TRADE 100 @100.52 | Sale | $100K – $250K | ↗ | — |
| Jan 2, 2018filed Jan 12, 2018 | BDCorporate bond@100.211 HCP INC SENIOR NOTE CALLABLE M/W 4% 06/01/2025 SELL TRADE 75 @102.302 | Sale | $50K – $100K | ↗ | — |
| Jan 2, 2018filed Jan 12, 2018 | BDCorporate bondCVS HEALTH CORPORATION SENIOR NOTE CALLABLE M/W 3.375% 08/12/2024 SELL TRADE 100 @100.211 | Sale | $100K – $250K | ↗ | — |
| Jan 2, 2018filed Jan 12, 2018 | BDCorporate bondCHEVRON CORP SENIOR NOTE CALLABLE M/W 3.326% 11/17/2025 SELL TRADE 100 @102.686 | Sale | $100K – $250K | ↗ | — |
| Dec 29, 2017filed Jan 12, 2018 | BDCorporate bondHUMANA INC SENIOR NOTE M/W | Sale | $50K – $100K | ↗ | — |
| Dec 5, 2017filed Dec 7, 2017 | BDCorporate bondHARTFORD FINL SVCS gRP SENIOR NOTE M/W 5.125% | Purchase | $50K – $100K | ↗ | — |
| Dec 1, 2017filed Dec 7, 2017 | BDCorporate bondTEXTRON INC SENIOR NOTE M/W 5.6% | Sale | $15K – $50K | ↗ | — |
| Sep 6, 2017filed Sep 12, 2017 | —No tickerAMERICAN EXPRESS CENTRN · Stock | Purchase | $50K – $100K | ↗ | — |
| Sep 5, 2017filed Sep 12, 2017 | BDCorporate bondMURPHY OIL CORP SR NOTE M/W CREDIT SENSITIVE 3.25% | Sale | $50K – $100K | ↗ | — |
| Aug 1, 2017filed Aug 3, 2017 | BDCorporate bond@102.089 LENNOX INTERNATIONAL INC SENIOR NOTE CALLABL | Purchase | $100K – $250K | ↗ | — |
| Aug 1, 2017filed Aug 3, 2017 | BDCorporate bond@104.648 CVS HEALTH CORPORATION SENIOR NOTE CALLABLE | Purchase | $100K – $250K | ↗ | — |
| Jul 19, 2017filed Aug 3, 2017 | —No tickerCOLgATE-PALMOLIVE CO SENIOR · Stock | Purchase | $50K – $100K | ↗ | — |
| Jul 19, 2017filed Aug 3, 2017 | BDCorporate bond@102.82 KEYBANK NATIONAL ASSOCIATION SENIOR | Sale | $50K – $100K | ↗ | — |
| Jun 23, 2017filed Jul 5, 2017 | BDCorporate bondPSEg POWER SENIOR NOTE M/W 5.125% 04/15/2020 | Purchase | $15K – $50K | ↗ | — |
| Apr 27, 2017filed May 5, 2017 |  EMPENTERGY MISSISSIPPI, LLC · Stock |
Purchase | $50K – $100K | ↗ | … |
| Apr 26, 2017filed May 5, 2017 | BDCorporate bondGENERAL MTRS FINL CO INC SENIOR NOTE M/W 2.35% 10/04/2019 | Purchase | $15K – $50K | ↗ | — |
| Apr 26, 2017filed May 5, 2017 | —No tickerFEDERAL HOME LN MTG CORP MTN CLBL STEPPED 1%-2.5% 1% 08/25/2021 · Stock | Purchase | $50K – $100K | ↗ | — |
| Apr 18, 2017filed May 5, 2017 | BDCorporate bondAPPLE INC SENIOR NOTE M/W 3.45% 02/09/2045 | Sale | $50K – $100K | ↗ | — |
| Apr 17, 2017filed May 5, 2017 | BDCorporate bondVALERO ENERGY CORP SENIOR NOTE M/W 6.625% 06/15/2037 | Sale | $50K – $100K | ↗ | — |
| Apr 12, 2017filed May 5, 2017 | BDCorporate bondNORDSTROM INC SENIOR NOTE CALLABLE M/W 5% 01/15/2044 | Sale | $15K – $50K | ↗ | — |
| Jan 10, 2017filed May 5, 2017 | BDCorporate bondCITIGROUP INC SENIOR NOTE 4.45% 01/10/2017 | Sale | $15K – $50K | ↗ | — |
| Jan 3, 2017filed May 5, 2017 | —No tickerMOODY'S CORP SENIOR MED TERM NOTE CLBL M/W 2.75% 07/15/2019 · Stock | Purchase | $100K – $250K | ↗ | — |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed May 15, 2026 · Filing ↗
$11.7MAssets disclosed · midpoint$5.5M to $17.9M
$750KDebts disclosed · midpoint$500K to $1.0M
$11.0MAssets minus debts · midpoint$4.5M to $17.4M
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Lisa Blunt Rochester reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Mutual Funds39 lines$10.2M
- Real Estate1 line$750K
- Equity Index-Linked Note1 line$375K
- Bank Deposit7 lines$339K
- Corporate Securities1 line$33K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| AGG AGG - iShares Core U.S. Aggregate Bond ETF | Mutual Funds | Self | $1,000,001 - $5,000,000 |
| SPY SPY - SPDR S&P 500 | Mutual Funds | Self | $1,000,001 - $5,000,000 |
| DC Home | Real Estate | Self | $500,001 - $1,000,000 |
| VEA VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds | Self | $500,001 - $1,000,000 |
| Delaware Community Foundation Flagship Long-Term Pool | Equity Index-Linked Note | Self | $250,001 - $500,000 |
| IEMG IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds | Self | $250,001 - $500,000 |
| IWR IWR - iShares Russell Mid-Cap ETF | Mutual Funds | Self | $250,001 - $500,000 |
| AVDV AVDV - Avantis International Small Cap Value ETF | Mutual Funds | Self | $100,001 - $250,000 |
| BND BND - Vanguard Total Bond Market ETF | Mutual Funds | Self | $100,001 - $250,000 |
| BSV BSV - Vanguard Short-Term Bond Index Fund - ETF Shares | Mutual Funds | Self | $100,001 - $250,000 |
| Charles Schwab | Bank Deposit | Self | $100,001 - $250,000 |
| IJH IJH - iShares Core S&P Mid-Cap ETF | Mutual Funds | Self | $100,001 - $250,000 |
| IJR IJR - iShares Core S&P Small-Cap ETF | Mutual Funds | Self | $100,001 - $250,000 |
| SPSB SPSB - SPDR Short Term Corporate Bond Portfolio ETF | Mutual Funds | Self | $100,001 - $250,000 |
| SPYM SPYM - Tradr 2X Long SPY Monthly ETF | Mutual Funds | Self | $100,001 - $250,000 |
| VCIT VCIT - Vanguard Intermediate-Term Corporate Bond ETF | Mutual Funds | Self | $100,001 - $250,000 |
| VEA VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds | Self | $100,001 - $250,000 |
| XLRE XLRE - S&P 500 Real Estate Sector SPDR | Mutual Funds | Self | $100,001 - $250,000 |
| Charles Schwab | Bank Deposit | Self | $50,001 - $100,000 |
| DFSCX DFSCX - Dfa U.S. Micro Cap Portfolio | Mutual Funds | Self | $50,001 - $100,000 |
| DFSVX DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL … | Mutual Funds | Self | $50,001 - $100,000 |
| IEI IEI - iShares 3-7 Year Treasury Bond ETF | Mutual Funds | Self | $50,001 - $100,000 |
| SPMD SPMD - SPDR Mid Cap Portfolio ETF | Mutual Funds | Self | $50,001 - $100,000 |
| VCIT VCIT - Vanguard Intermediate-Term Corporate Bond ETF | Mutual Funds | Self | $50,001 - $100,000 |
| VEA VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds | Self | $50,001 - $100,000 |
Annual Financial Disclosures
Reports on file under Lisa Blunt Rochester’s own name, a filing signed by a namesake is not listed
- Annual · 2025Senate eFD · filed May 15, 2026 · 58 assets, 2 liabilities parsedFiling ↗
- Annual · 2024Senate eFD · filed May 15, 2025Filing ↗
- Annual · 2023House Clerk · filed May 14, 2024Filing ↗
- Annual · 2022House Clerk · filed May 11, 2023Filing ↗
- Annual · 2021House Clerk · filed Jun 21, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 10, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 4, 2020Filing ↗
- Amendment · 2018House Clerk · filed Aug 7, 2019Filing ↗
- Amendment · 2018House Clerk · filed Aug 7, 2019Filing ↗
- Annual · 2018House Clerk · filed May 14, 2019Filing ↗
- Annual · 2017House Clerk · filed May 10, 2018Filing ↗
- New Filer · 2017House Clerk · filed May 5, 2017Filing ↗
- Amendment · 2015House Clerk · filed Dec 5, 2016Filing ↗
- Other · 2015House Clerk · filed May 10, 2016Filing ↗
- Other · 2014House Clerk · filed Dec 23, 2015Filing ↗
Live Stock Portfolio
An estimate of what Lisa Blunt Rochester holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Lisa Blunt Rochester has sponsored
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Campaign Receipts
What Lisa Blunt Rochester’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Lisa Blunt Rochester’s election
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Where Donors Work
Employers named by the itemised individual donors to Lisa Blunt Rochester’s campaign, totals by employer, never a person
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Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
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Outside Spending Against
Committees that spent independently against Lisa Blunt Rochester
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Corporate Donors
PACs and other committees that contributed to Lisa Blunt Rochester’s campaign
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