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 2017 report.

99 assets with a value on the amended report filed 2019-08-07. 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
Charles R Rochester Jr Estate - Holdings	Other	Member	$250,001 - $500,000
BLMBG BARCLAYS HIGH YIELD (JNK) BOND ETF	Fund	Member	$15,001 - $50,000
DBLTX	Fund	Member	None
iShares 1-3 Year Credit Bond ETF	Fund	Member	None
iShares Cohen & Steers REIT ETF	Fund	Member	$15,001 - $50,000
ISHARES CORE S&P MID-CAP ETF	Fund	Member	$15,001 - $50,000
ISHARES CORE S&P SMALL-CAP ETF	Fund	Member	$15,001 - $50,000
ISHARES CORE US AGGREGATE BOND ETF	Fund	Member	$50,001 - $100,000
IAUishares Gold Trust	Fund	Member	$1,001 - $15,000
ISHARES INTERMEDIATE CREDIT BND ETF	Fund	Member	$15,001 - $50,000
ISHARES MBS ETF	Fund	Member	$1,001 - $15,000
iShares Russell 1000 ETF	Fund	Member	$15,001 - $50,000
ISHARES US PREFERRED STOCK ETF	Fund	Member	$1,001 - $15,000
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
SPDR Select Sector Fund - Energy Select Sector	Fund	Member	None
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	$50,001 - $100,000
APPLE INC SENIOR NOTE M/W, RATE: 3.45	Bond	Member	None
BANK OF AMERICA CORP SENIOR MEDIUM TERM NOTE, RATE: 4.125	Bond	Member	$15,001 - $50,000
BERKSHIRE HATHAWAY FIN SENIOR MEDIUM TERM NOTE M/W, RATE: 3.0	Bond	Member	$100,001 - $250,000
BHP BILLITON FIN USA LTD SENIOR NOTE, RATE: 2.875	Bond	Member	$100,001 - $250,000
BLOCK FINANCIAL CORP SR NOTE CLBL M/W CR SENS, RATE: 5.5	Bond	Member	$15,001 - $50,000
CELGENE CORP SENIOR NOTE M/W, RATE: 3.95	Bond	Member	$50,001 - $100,000
CHEVRON CORP NOTE CALLABLE M/W, RATE: 3.326	Bond	Member	$100,001 - $250,000
CITIGROUP INC SENIOR NOTE 4.45	Bond	Member	None
COLGATE-PALMOLIVE CO SENIOR MEDIUM TERM NOTE M/W, RATE: 3.25	Bond	Member	$50,001 - $100,000
CVS HEALTH CORPORATION SENIOR NOTE CALLABLE M/W 3.375% 08/12/2024	Bond	Member	$100,001 - $250,000
DBLTX	Fund	Member	None
DIRECTV HLDGS LLC / DIRECTV SENIOR NOTE CALLABLE M/W, RATE: 4.45	Bond	Member	$50,001 - $100,000
DISCOVERY COMMUNICATIONS LLC SENIOR NOTE M/W, RATE: 5.05	Bond	Member	$15,001 - $50,000
ENTERGY MISSISSIPPI, INC FIRST MORTGAGE CALLABLE M/W, RATE: 3.1	Bond	Member	$50,001 - $100,000
FEDERAL HOME LN MTG CORP MTN CLBL STEPPED 1%-2.5%, RATE: 1.0	Bond	Member	$50,001 - $100,000
GENERAL MTRS FINL CO INC SENIOR NOTE M/W, RATE: 2.35	Bond	Member	$15,001 - $50,000
GOLDMAN SACHS MEDIUM TERM NOTE CALLABLE M/W, RATE: 3.85	Bond	Member	$15,001 - $50,000
HARTFORD FINL SVCS GRP SENIOR NOTE M/W, RATE: 5.125	Bond	Member	$50,001 - $100,000
HCP INC SENIOR NOTE CALLABLE M/W, RATE: 4.0	Bond	Member	$50,001 - $100,000
HESS CORPORATION SENIOR NOTE M/W, RATE: 8.125	Bond	Member	$15,001 - $50,000
HEWLETT PACKARD CO SENIOR NOTE M/W, RATE: 3.75	Bond	Member	$15,001 - $50,000
HUMANA INC SENIOR NOTE M/W, RATE: 6.3	Bond	Member	None
iShares Cohen & Steers REIT ETF	Fund	Member	$100,001 - $250,000
iShares Core S&P Mid-Cap ETF	Fund	Member	$250,001 - $500,000
iShares Core S&P Small-Cap ETF	Fund	Member	$100,001 - $250,000
ISHARES CORE US AGGREGATE BOND ETF	Fund	Member	$50,001 - $100,000
IAUishares Gold Trust	Fund	Member	$50,001 - $100,000
iShares MBS ETF	Fund	Member	$250,001 - $500,000
iShares US Preferred Stock ETF	Fund	Member	None
JOHNSON & JOHNSON NOTE, RATE: 6.95	Bond	Member	$100,001 - $250,000
JP MORGAN CHASE & CO SENIOR MEDIUM TERM NOTE, RATE: 4.25	Bond	Member	$15,001 - $50,000
JP MORGAN CHASE & CO SENIOR NOTE, RATE: 6.3	Bond	Member	$50,001 - $100,000
KEYBANK NATIONAL ASSOCIATION MEDIUM TERM NOTE, RATE: 3.3	Bond	Member	None
KINDER MORGAN ENERGY PARTNERS SENIOR NOTE M/W, RATE: 2.65	Bond	Member	$15,001 - $50,000
LENNOX INTERNATIONAL INC SENIOR NOTE CALLABLE M/W, RATE: 3.0	Bond	Member	$50,001 - $100,000
MARATHON OIL CORP SENIOR NOTE CALLABLE M/W, RATE: 3.85	Bond	Member	$15,001 - $50,000
Money Market	Other	Member	$15,001 - $50,000
MOODY'S CORP SENIOR MED TERM NOTE CLBL M/W 2.75% 07/15/2019 SELL TRADE 100 @100.52	Bond	Member	$100,001 - $250,000
MORGAN ST DEAN WITTER SENIOR MEDIUM TERM NOTE M/W, RATE: 3.875	Bond	Member	$50,001 - $100,000
MORGAN STANLEY SENIOR MEDIUM TERM NOTE M/W, RATE: 5.5	Bond	Member	$15,001 - $50,000
MURPHY OIL CORP SR NOTE M/W CREDIT SENSITIVE, RATE: 2.5	Bond	Member	None
NEW YORK ST DORM AUTH ST PERS REV BDS CALLABLE, RATE: 5.0	Bond	Member	$50,001 - $100,000
NEWMONT MINING CORP SENIOR NOTE M/W, RATE: 5.125	Bond	Member	$15,001 - $50,000
NORDSTROM INC SENIOR NOTE CALLABLE M/W, RATE: 5.0	Bond	Member	None
NVR INC SENIOR NOTE CALLABLE M/W, RATE: 3.95	Bond	Member	$100,001 - $250,000
PENNSYLVANIA STATE GO BDS CALLABLE, RATE: 5.0	Bond	Member	$50,001 - $100,000
PRIVATE EXPORT FUNDING NOTE, RATE: 2.3	Bond	Member	$100,001 - $250,000
PSEG POWER SENIOR NOTE M/W, RATE: 5.125	Bond	Member	$50,001 - $100,000
RIO TINTO FIN USA LTD NOTE M/W, RATE: 3.5	Bond	Member	None
SPDR Barclays High Yield Bond ETF	Fund	Member	$100,001 - $250,000
SPDR Select Sector Fund - Energy Select Sector	Fund	Member	None
SPYSPDR TR S&P 500 ETF TR	Fund	Member	$500,001 - $1,000,000
SSGA ACTIVE ETF TRUST SPDR TR TACTIC	Fund	Member	$500,001 - $1,000,000
STARWOOD HOTELS & RESORTS SENIOR NOTE CALLABLE M/W, RATE: 3.125	Bond	Member	$15,001 - $50,000
TD AMERITRADE HOLDING CORP SENIOR NOTE CALLABLE M/W, RATE: 3.625	Bond	Member	$15,001 - $50,000
TEXTRON INC SENIOR NOTE M/W, RATE: 5.6	Bond	Member	None
THE MOSAIC CO SENIOR NOTE CALLABLE M/W, RATE: 3.75	Bond	Member	$50,001 - $100,000
VALERO ENERGY CORP NOTE M/W, RATE: 6.625	Bond	Member	None
Vanguard FTSE Developed Markets ETF	Fund	Member	$100,001 - $250,000
Vanguard FTSE Emerging Markets ETF	Fund	Member	$100,001 - $250,000
VERIZON COMMUNICATIONS SENIOR NOTE CALLABLE M/W, RATE: 4.15	Bond	Member	$15,001 - $50,000
YORK CNTY PA GO BDS CALLABLE, RATE: 4.75	Bond	Member	$50,001 - $100,000
DBLTX	Fund	Member	None
iShares Cohen & Steers REIT ETF	Fund	Member	$1,001 - $15,000
iShares Core S&P Mid-Cap ETF	Fund	Member	$1,001 - $15,000
iShares Core S&P Small-Cap ETF	Fund	Member	$1,001 - $15,000
iShares Core U.S. Aggregate Bond ETF	Fund	Member	$1,001 - $15,000
IAUishares Gold Trust	Fund	Member	$1 - $1,000
iShares MSCI All Country World Minimum Volatility Index Fund	Fund	Member	$1,001 - $15,000
iShares MSCI USA Minimum Volatility ETF	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
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
Tosk, Inc.	Other	Member	$15,001 - $50,000
Wells Fargo Bank Accounts	Other	Member	$1,001 - $15,000

How reports are read: holdings methodology.