Lisa Blunt Rochester portfolio

Lisa Blunt Rochester has represented DE in the Senate since 2025. Committee seats: Banking, Housing, and Urban Affairs, Commerce, Science, and Transportation, Environment and Public Works, Health, Education, Labor, and Pensions. Lisa Blunt Rochester has disclosed 72 trades (17 purchases, 54 sales); the latest was on Feb 4, 2019.

DDemocratParty

Member of SenateRepresents DE

$1.1MEst. portfolio value

8 years agoLast trade

—1Y return, from filings

1M return—S&P 500 -0.3%

3M return—S&P 500 +1.7%

YTD return—S&P 500 +11.4%

1Y return—S&P 500 +11.8%

3Y return—S&P 500 +81.7%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

SenateBanking, Housing, and Urban Affairs SenateCommerce, Science, and Transportation SenateEnvironment and Public Works SenateHealth, Education, Labor, and Pensions

Est. value $1.1M across 14 bonds, options, funds and private holdings, at reported cost

Other estimated holdings of Lisa Blunt Rochester
Investment	Type	Est. holding value	Last transaction	Total bought	Trades
—CD 3%	Corporate Bond	$208K	May 30, 2018Purchase	$115K–300K2 purchases	2
—LENNOX INTERNATIONAL INC SENIOR NOTE CALLABL	Corporate Bond	$175K	Aug 1, 2017Purchase	$100K–250K1 purchase	1
—CVS HEALTH CORPORATION SENIOR NOTE CALLABLE	Corporate Bond	$175K	Aug 1, 2017Purchase	$100K–250K1 purchase	1
—CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028	Corporate Bond	$75K	Nov 30, 2018Purchase	$50K–100K1 purchase	1
—P HARTFORD FINL SVCS gRP SENIOR NOTE M/W 5.125%	Corporate Bond	$75K	Dec 5, 2017Purchase	$50K–100K1 purchase	1
—P AMERICAN EXPRESS CENTRN	Other	$75K	Sep 6, 2017Purchase	$50K–100K1 purchase	1
—P COLgATE-PALMOLIVE CO SENIOR	Other	$75K	Jul 19, 2017Purchase	$50K–100K1 purchase	1
—MORTGAGE CALLABLE M/W 3.1% 07/01/202	Other	$75K	Apr 27, 2017Purchase	$50K–100K1 purchase	1
—CLBL STEPPED 1%-2.5% 1% 08/25/2021	Other	$75K	Apr 26, 2017Purchase	$50K–100K1 purchase	1
—SENIOR NOTE CALLABLE M/W 3.65%	Corporate Bond	$33K	Sep 17, 2018Purchase	$15K–50K1 purchase	1
—P GOLDMAN SACHS BK USA NY CD 3%	Corporate Bond	$33K	May 30, 2018Purchase	$15K–50K1 purchase	1
—P CINCINNATI FINANCIAL CORP SENIOR DEBENTURE, RATE: 6.92	Corporate Bond	$33K	Mar 2, 2018Purchase	$15K–50K1 purchase	1
—NOTEM/W 4% 07/15/2023 BUY TRADE 40@102.521	Other	$33K	Feb 22, 2018Purchase	$15K–50K1 purchase	1
—P CARLISLE COS INC SENIOR NOTE CALLABLE	Corporate Bond	$8K	Mar 6, 2018Purchase	$1K–15K1 purchase	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.