Lisa Blunt Rochester

Senator · DE · Democrat

No published transactions from periodic transaction reports since 2020. Holdings from 9 annual reports are below.

Current committees: Senate Committee on Banking, Housing, and Urban Affairs; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Health, Education, Labor, and Pensions.

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2019 report.

97 assets with a value on the report filed 2020-08-04. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

Asset	Type	Owner	Value (as filed)
Charles R Rochester Jr Estate - Cash	Other	Member	$1,001 - $15,000
Amount owed to the filer (debtor not shown)	Other	Member	$100,001 - $250,000
BLMBG BARCLAYS HIGH YIELD (JNK) BOND ETF	Fund	Member	$15,001 - $50,000
CARLISLE COS INC SENIOR NOTE CALLABLE M/W 3.75%	Bond	Member	None
CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92%	Bond	Member	None
GOLDMAN SACHS BK USA NY CD 3% 06/07/2021	Bond	Member	None
ISHARES 1 3 YR TREAS BD ETF	Fund	Member	$15,001 - $50,000
iShares Barclays 1-3 Year Credit Bond Fd	Fund	Member	$50,001 - $100,000
ISHARES CORE S&P MCP ETF	Fund	Member	$50,001 - $100,000
IAUishares Gold Trust	Fund	Member	$1,001 - $15,000
ISHARES INTRM TR CRP ETF	Fund	Member	$15,001 - $50,000
ISHARES MBS ETF	Fund	Member	$15,001 - $50,000
iShares Russell 1000 ETF	Fund	Member	$15,001 - $50,000
Money Market	Other	Member	$15,001 - $50,000
SPDR DoubleLine Total Return Tactical ETF	Fund	Member	$15,001 - $50,000
SPYSPDR S&P 500	Fund	Member	$100,001 - $250,000
Vanguard FTSE Developed Markets ETF	Fund	Member	$50,001 - $100,000
Vanguard FTSE Emerging Markets ETF	Fund	Member	$15,001 - $50,000
AMERICAN EXPRESS CENTRN CD, RATE: 2.2	Bond	Member	None
BANK OF AMERICA CORP SENIOR MEDIUM TERM NOTE, RATE: 4.125	Bond	Member	None
BERKSHIRE HATHAWAY FIN SENIOR MEDIUM TERM NOTE M/W, RATE: 3.0	Bond	Member	None
BHP BILLITON FIN USA LTD SENIOR NOTE, RATE: 2.875	Bond	Member	None
BLOCK FINANCIAL CORP SR NOTE CLBL M/W CR SENS, RATE: 5.5	Bond	Member	None
CELGENE CORP SENIOR NOTE M/W, RATE: 3.95	Bond	Member	None
CHEVRON CORP NOTE CALLABLE M/W, RATE: 3.326	Bond	Member	None
COLGATE-PALMOLIVE CO SENIOR MEDIUM TERM NOTE M/W, RATE: 3.25	Bond	Member	None
CVS HEALTH CORPORATION SENIOR NOTE CALLABLE M/W 3.375% 08/12/2024	Bond	Member	None
DIRECTV HLDGS LLC / DIRECTV SENIOR NOTE CALLABLE M/W, RATE: 4.45	Bond	Member	None
DISCOVERY COMMUNICATIONS LLC SENIOR NOTE M/W, RATE: 5.05	Bond	Member	None
ENTERGY MISSISSIPPI, INC FIRST MORTGAGE CALLABLE M/W, RATE: 3.1	Bond	Member	None
FEDERAL HOME LN MTG CORP MTN CLBL STEPPED 1%-2.5%, RATE: 1.0	Bond	Member	None
GENERAL MTRS FINL CO INC SENIOR NOTE M/W, RATE: 2.35	Bond	Member	None
GOLDMAN SACHS BK USA NY CD 3%	Bond	Member	None
GOLDMAN SACHS BK USA NY CD 3%	Bond	Member	None
GOLDMAN SACHS MEDIUM TERM NOTE CALLABLE M/W, RATE: 3.85	Bond	Member	None
HARTFORD FINL SVCS GRP SENIOR NOTE M/W, RATE: 5.125	Bond	Member	None
HCP INC SENIOR NOTE CALLABLE M/W, RATE: 4.0	Bond	Member	None
HESS CORPORATION SENIOR NOTE M/W, RATE: 8.125	Bond	Member	None
HEWLETT PACKARD CO SENIOR NOTE M/W, RATE: 3.75	Bond	Member	None
iShares Core S&P Mid-Cap ETF	Fund	Member	$500,001 - $1,000,000
IAUishares Gold Trust	Fund	Member	$50,001 - $100,000
iShares MBS ETF	Fund	Member	$250,001 - $500,000
ISHARES RUS 1000 ETF	Fund	Member	$250,001 - $500,000
ISHARES TRUST INTRM TR CRP ETF	Fund	Member	$500,001 - $1,000,000
ISHARES TRUST SH TR	Fund	Member	$500,001 - $1,000,000
JOHNSON & JOHNSON NOTE, RATE: 6.95	Bond	Member	None
JP MORGAN CHASE & CO SENIOR MEDIUM TERM NOTE, RATE: 4.25	Bond	Member	None
JP MORGAN CHASE & CO SENIOR NOTE, RATE: 6.3	Bond	Member	None
KINDER MORGAN ENERGY PARTNERS SENIOR NOTE M/W, RATE: 2.65	Bond	Member	None
LENNOX INTERNATIONAL INC SENIOR NOTE CALLABLE M/W, RATE: 3.0	Bond	Member	None
LYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023 BUY TRADE 40 @102.521	Bond	Member	None
MARATHON OIL CORP SENIOR NOTE CALLABLE M/W, RATE: 3.85	Bond	Member	None
Money Market	Other	Member	$100,001 - $250,000
MOODY'S CORP SENIOR MED TERM NOTE CLBL M/W 2.75% 07/15/2019 SELL TRADE 100 @100.52	Bond	Member	None
MORGAN ST DEAN WITTER SENIOR MEDIUM TERM NOTE M/W, RATE: 3.875	Bond	Member	None
MORGAN STANLEY SENIOR MEDIUM TERM NOTE M/W, RATE: 5.5	Bond	Member	None
NEW YORK ST DORM AUTH ST PERS REV BDS CALLABLE, RATE: 5.0	Bond	Member	None
NEWMONT MINING CORP SENIOR NOTE M/W, RATE: 5.125	Bond	Member	None
NVR INC SENIOR NOTE CALLABLE M/W, RATE: 3.95	Bond	Member	None
PENNSYLVANIA STATE GO BDS CALLABLE, RATE: 5.0	Bond	Member	None
PRIVATE EXPORT FUNDING NOTE, RATE: 2.3	Bond	Member	None
PSEG POWER SENIOR NOTE M/W, RATE: 5.125	Bond	Member	None
SPDR Barclays High Yield Bond ETF	Fund	Member	$100,001 - $250,000
SPYSPDR TR S&P 500 ETF TR	Fund	Member	$1,000,001 - $5,000,000
SSGA ACTIVE ETF TRUST SPDR TR TACTIC	Fund	Member	$250,001 - $500,000
STARBUCKS CORP SENIOR NOTE CALLABLE M/W 3.8% 08/15/2025	Bond	Member	None
STARWOOD HOTELS & RESORTS SENIOR NOTE CALLABLE M/W, RATE: 3.125	Bond	Member	None
TD AMERITRADE HOLDING CORP SENIOR NOTE CALLABLE M/W, RATE: 3.625	Bond	Member	None
THE MOSAIC CO SENIOR NOTE CALLABLE M/W, RATE: 3.75	Bond	Member	None
THERMO FISHER SCIENTIFIC SENIOR NOTE CALLABLE M/W 3.65% 12/15/2025 BUY TRADE 25 @98.631	Bond	Member	None
Vanguard FTSE Developed Markets ETF	Fund	Member	$250,001 - $500,000
Vanguard FTSE Emerging Markets ETF	Fund	Member	$100,001 - $250,000
VERIZON COMMUNICATIONS SENIOR NOTE CALLABLE M/W, RATE: 4.15	Bond	Member	None
YORK CNTY PA GO BDS CALLABLE, RATE: 4.75	Bond	Member	None
iShares 1-3 Year Treasury Bond ETF	Fund	Member	$1,001 - $15,000
iShares Barclays 1-3 Year Credit Bond Fd	Fund	Member	$1,001 - $15,000
iShares Cohen & Steers REIT ETF	Fund	Member	None
iShares Core S&P Mid-Cap ETF	Fund	Member	$1,001 - $15,000
iShares Core S&P Small-Cap ETF	Fund	Member	None
iShares Core U.S. Aggregate Bond ETF	Fund	Member	None
iShares MSCI All Country World Minimum Volatility Index Fund	Fund	Member	None
iShares MSCI USA Minimum Volatility ETF	Fund	Member	None
ISHARES TRUST INTRM TR CRP	Fund	Member	$1,001 - $15,000
ISHARES TRUST RUS 1000	Fund	Member	$1,001 - $15,000
ISHARES TRYST MBS	Fund	Member	$1,001 - $15,000
Money Market	Other	Member	$1,001 - $15,000
SPDR Bloomberg Barclays High Yield Bond ETF	Fund	Member	$1,001 - $15,000
SPDR DoubleLine Total Return Tactical ETF	Fund	Member	$1,001 - $15,000
SPYSPDR S&P 500 TRUST	Fund	Member	$1,001 - $15,000
VANGUARD FTSE DEV MKT	Fund	Member	$1,001 - $15,000
VANGUARD FTSE EMERG MKT	Fund	Member	$1 - $1,000
M&T Bank Account	Other	Member	$1,001 - $15,000
Money Market	Other	Member	$100,001 - $250,000
Santander Bank Account	Other	Member	$1,001 - $15,000
Seton Villa Rental Home	Other	Member	$100,001 - $250,000
Tosk, Inc.	Other	Member	$15,001 - $50,000
Wells Fargo Bank Accounts	Other	Member	$1,001 - $15,000

How reports are read: holdings methodology.