Lisa Blunt Rochester (D-DE), a current Democratic member of the House, has disclosed 75 trades since 2017: 19 purchases worth about $1.42M and 55 sales worth about $3.98M, in 2 stocks. Most traded: AXP, CL. As a portfolio, their stock holdings and trades returned +159.3% from Jul 2017, against +204.4% for the S&P 500. Trades took a median 15 days to be disclosed; 4 came late.
Lisa Blunt Rochester’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2017: +159.3%, against +204.4% for SPY; the largest fall on the way was -38.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lisa Blunt Rochester | Nov 2025 | -1.6% | +10.1% | -11.7% | – | -18.1% | 0.03 | 0.66 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lisa Blunt Rochester | Nov 2023 | +83.3% | +72.6% | +10.7% | +22.5% | -21.8% | 1.09 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lisa Blunt Rochester | Nov 2021 | +68.0% | +61.1% | +6.9% | +11.0% | -25.4% | 0.59 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lisa Blunt Rochester | Jan 2026 | -4.6% | +10.1% | -14.7% | – | -18.1% | -0.16 | 0.64 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lisa Blunt Rochester | Jul 2017 | +159.3% | +204.4% | -45.1% | +10.8% | -38.0% | 0.56 | 0.93 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AXPAmerican Express Co | Financial Services | $288.65K | 74.1% | +284.9% | 1 | 1 | 0 | $75.00K | $0.00 | +80.2% | Sep 6, 2017 |
| CLColgate Palmolive Co | Consumer Staples | $100.81K | 25.9% | +34.4% | 1 | 1 | 0 | $75.00K | $0.00 | -170.1% | Jul 19, 2017 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP SENIOR NOTE CALLABLE M/W 3.8% 08/15/2025Bond | Self | Buy | $15K–$50K | Sep 6, 2018 | Apr 26, 2019 | 232d late | – | – | |
| STARWOOD HOTELS & RESORTS SENIOR NOTE CALLAB 3.125% 02/15/2023Bond | Self | Sell | $15K–$50K | Sep 6, 2018 | Apr 26, 2019 | 232d late | – | – | |
| AMERICAN EXPRESS CENTRN CD 2.2% 09/13/2021Bond | Self | Sell | $50K–$100K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| DISCOVERY COMMUNICATIONS LLC SENIOR NOTE M/W 5.05% 06/01/2020Bond | Self | Sell | $15K–$50K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| ENTERGY MISSISSIPPI LLC FIRST MORTGAGE CALLABLE M/W 3.1% 07/01/2023Bond | Self | Sell | $50K–$100K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| FEDERAL HOME LN MTG CORP MTN CLBL STEPPED 1%-2.5% 1% 08/25/2021Bond | Self | Sell | $50K–$100K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| GENERAL MTRS FINL CO INC SENIOR NOTE M/W 2.35% 10/04/2019Bond | Self | Sell | $15K–$50K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| GOLDMAN SACHS BK USA NY CD 3% 06/07/2021Bond | Self | Sell | $100K–$250K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| GOLDMAN SACHS BK USA NY CD 3% 06/07/2021Bond | Self | Sell | $15K–$50K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| GOLDMAN SACHS SENIOR MED TERM NOTE CLBL M/W 3.85% 07/08/2024Bond | Self | Sell | $15K–$50K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| HEWLETT PACKARD CO SENIOR NOTE M/W 3.75% 12/01/2020Bond | Self | Sell | $15K–$50K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| JOHNSON & JOHNSON SENIOR NOTE 6.95% 09/01/2029Bond | Self | Sell | $100K–$250K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| JPMORGAN CHASE & CO. SENIOR MEDIUM TERM NOTE 4.25% 10/15/2020Bond | Self | Sell | $15K–$50K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| BANK OF AMERICA CORP SENIOR MEDIUM TERM NOTE 4.125% 01/22/2024Bond | Self | Sell | $15K–$50K | Feb 4, 2019 | Feb 19, 2019 | 15d | – | – | |
| JPMORGAN CHASE & CO. SENIOR NOTE 6.3% 04/23/2019Bond | Self | Sell | $50K–$100K | Jan 14, 2019 | Feb 19, 2019 | 36d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Lisa Blunt Rochester (D-DE), a current Democratic member of the House, has disclosed 75 trades since 2017: 19 purchases worth about $1.42M and 55 sales worth about $3.98M, in 2 stocks. Most traded: AXP, CL. As a portfolio, their stock holdings and trades returned +159.3% from Jul 2017, against +204.4% for the S&P 500. Trades took a median 15 days to be disclosed; 4 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Lisa Blunt Rochester still holds 2 stocks; the largest are AXP (about $288.65K), CL (about $100.81K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +159.3% from July 2017 to November 2026, against +204.4% for the S&P 500, with a largest fall of -38.0%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 15 days to be disclosed. 4 of 75 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.