
Lisa Blunt Rochester
STOCK Act filings · simulated, not advice.
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 12/06/2016 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
Unmapped STARWOOD HOTELS & RESORTS SENIOR NOTE CALLAB 3.125% 02/15/2023 | Sale Owner: Self | $15,001 - $50,000 | 09/06/2018 | 04/26/2019 | n/a | n/a | 20011543 |
Unmapped STARBUCKS CORP SENIOR NOTE CALLABLE M/W 3.8% 08/15/2025 | Purchase Owner: Self | $15,001 - $50,000 | 09/06/2018 | 04/26/2019 | n/a | n/a | 20011543 |
Unmapped DISCOVERY COMMUNICATIONS LLC SENIOR NOTE M/W 5.05% 06/01/2020 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped DIRECTV HLDGS LLC / DIRECTV SENIOR NOTE CALLABLE M/ 4.45% 04/01/2024 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped COLGATE-PALMOLIVE CO SENIOR MEDIUM TERM NOTE M/W 3.25% 03/15/2024 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped CELGENE CORP SENIOR NOTE M/W 3.95% 10/15/2020 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped YORK CNTY PA GO BDS CALLABLE 4.75% 03/01/2036 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped VERIZON COMMUNICATIONS SENIOR NOTE CALLABLE M 4.15% 03/15/2024 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped THERMO FISHER SCIENTIFIC INC SENIOR NOTE CALLABLE M 3.65% 12/15/2025 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped THE HARTFORD FIN SERVICES GRP SENIOR NOTE M/ 5.125% 04/15/2022 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped TD AMERITRADE HOLDING CORP SENIOR NOTE CALLABLE M/ 3.625% | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped STARBUCKS CORP SENIOR NOTE | Sale Owner: Self | $15,001 - | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped PSEG POWER SENIOR NOTE M/W 5.125% 04/15/2020 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped PRIVATE EXPORT FUNDING NOTE 2.3% 09/15/2020 | Sale Owner: Self | $100,001 - $250,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped CARLISLE COS INC SENIOR NOTE CALLABLE M/W 3.75% 12/01/2027 | Sale Owner: Self | $1,001 - $15,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped PENNSYLVANIA STATE GO BDS CALLABLE 5% 10/15/2029 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped NEWMONT MINING CORP SENIOR NOTE M/W 5.125% | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped NEW YORK ST DORM AUTH ST PERS REV BDS CALLABLE 5% 03/15/2033 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped MORGAN STANLEY SENIOR MEDIUM TERM NOTE M/W 5.5% 07/28/2021 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped MORGAN ST DEAN WITTER SENIOR MEDIUM TERM NOTE M/W 3.875% 04/29/2024 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped LYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped LENNOX INTERNATIONAL INC SENIOR NOTE CALLABLE M/W 3% 11/15/2023 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped BERKSHIRE HATHAWAY FIN SENIOR MEDIUM TERM NOTE M/W 3% 05/15/2022 | Sale Owner: Self | $100,001 - $250,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped JPMORGAN CHASE & CO. | Sale Owner: Self | $15,001 - | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped JOHNSON & JOHNSON SENIOR NOTE 6.95% 09/01/2029 | Sale Owner: Self | $100,001 - $250,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped HEWLETT PACKARD CO SENIOR NOTE M/W 3.75% 12/01/2020 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped GOLDMAN SACHS SENIOR MED TERM NOTE CLBL M/W 3.85% 07/08/2024 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped GOLDMAN SACHS BK USA NY CD 3% 06/07/2021 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped GOLDMAN SACHS BK USA NY CD 3% 06/07/2021 | Sale Owner: Self | $100,001 - $250,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped GENERAL MTRS FINL CO INC SENIOR NOTE M/W 2.35% 10/04/2019 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped FEDERAL HOME LN MTG CORP | Sale Owner: Self | $50,001 - | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped ENTERGY MISSISSIPPI LLC FIRST MORTGAGE CALLABLE M/W 3.1% 07/01/2023 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped BANK OF AMERICA CORP SENIOR MEDIUM TERM NOTE 4.125% 01/22/2024 | Sale Owner: Self | $15,001 - $50,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped AMERICAN EXPRESS CENTRN CD 2.2% 09/13/2021 | Sale Owner: Self | $50,001 - $100,000 | 02/04/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped MOSAIC CO SENIOR NOTE CALLABLE M/W 3.75% 11/15/2021 | Sale Owner: Self | $50,001 - $100,000 | 01/14/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped MARATHON OIL CORPORATION SENIOR NOTE CALLABLE M/W 3.85% 06/01/2025 | Sale Owner: Self | $15,001 - $50,000 | 01/14/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped KINDER MORGAN ENERGY PARTNERS SENIOR NOTE M/W 2.65% 02/01/2019 | Sale Owner: Self | $15,001 - $50,000 | 01/14/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped JPMORGAN CHASE & CO. SENIOR NOTE 6.3% 04/23/2019 | Sale Owner: Self | $50,001 - $100,000 | 01/14/2019 | 02/19/2019 | n/a | n/a | 20011115 |
Unmapped CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 | Purchase Owner: Self | $50,001 - $100,000 | 11/30/2018 | 12/04/2018 | n/a | n/a | 20010767 |
Unmapped THERMO FISHER SCIENTIFIC SENIOR NOTE CALLABLE M/W 3.65% | Purchase Owner: Self | $15,001 - $50,000 | 09/17/2018 | 10/02/2018 | n/a | n/a | 20010382 |
Unmapped BLOCK FINANCIAL CORP SR NOTE CLBL M/W CR SENS 5.5% | Sale Owner: Self | $15,001 - $50,000 | 09/14/2018 | 10/02/2018 | n/a | n/a | 20010382 |
Unmapped GOLDMAN SACHS BK USA NY CD 3% | Purchase Owner: Self | $100,001 - $250,000 | 05/30/2018 | 06/12/2018 | n/a | n/a | 20009686 |
Unmapped GOLDMAN SACHS BK USA NY CD 3% | Purchase Owner: Self | $15,001 - $50,000 | 05/30/2018 | 06/12/2018 | n/a | n/a | 20009686 |
Unmapped GOLDMAN SACHS BK USA NY CD 3% | Purchase Owner: Self | $15,001 - $50,000 | 05/30/2018 | 06/12/2018 | n/a | n/a | 20009686 |
Unmapped CARLISLE COS INC SENIOR NOTE CALLABLE | Purchase Owner: Self | $1,001 - $15,000 | 03/06/2018 | 04/09/2018 | n/a | n/a | 20009228 |
Unmapped CINCINNATI FINANCIAL CORP SENIOR DEBENTURE, RATE: 6.92 | Purchase Owner: Self | $15,001 - $50,000 | 03/02/2018 | 03/08/2018 | n/a | n/a | 20009087 |
Unmapped LYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023 BUY TRADE 40 @102.521 | Purchase Owner: Self | $15,001 - $50,000 | 02/22/2018 | 03/08/2018 | n/a | n/a | 20009087 |
Unmapped HESS CORPORATION SENIOR NOTE M/W 8.125% 02/15/2019 | Sale Owner: Self | $15,001 - $50,000 | 02/15/2018 | 03/08/2018 | n/a | n/a | 20009087 |
Unmapped NVR INC SENIOR NOTE CALLABLE M/W 3.95% 09/15/2022 SELL TRADE 120 @104.105 | Sale Owner: Self | $100,001 - $250,000 | 01/02/2018 | 01/12/2018 | n/a | n/a | 20008721 |
Unmapped MOODY'S CORP SENIOR MED TERM NOTE CLBL M/W 2.75% 07/15/2019 SELL TRADE 100 @100.52 | Sale Owner: Self | $100,001 - $250,000 | 01/02/2018 | 01/12/2018 | n/a | n/a | 20008721 |
Unmapped HCP INC SENIOR NOTE CALLABLE M/W 4% 06/01/2025 SELL TRADE 75 @102.302 | Sale Owner: Self | $50,001 - $100,000 | 01/02/2018 | 01/12/2018 | n/a | n/a | 20008721 |
Unmapped CVS HEALTH CORPORATION SENIOR NOTE CALLABLE M/W 3.375% 08/12/2024 SELL TRADE 100 @100.211 | Sale Owner: Self | $100,001 - $250,000 | 01/02/2018 | 01/12/2018 | n/a | n/a | 20008721 |
Unmapped CHEVRON CORP SENIOR NOTE CALLABLE M/W 3.326% 11/17/2025 SELL TRADE 100 @102.686 | Sale Owner: Self | $100,001 - $250,000 | 01/02/2018 | 01/12/2018 | n/a | n/a | 20008721 |
Unmapped $FZC: BHP BILLITON FIN USA LTD SENIOR NOTE 2.875% 02/24/2022 SELL TRADE 100 @100.922 | Sale Owner: Self | $100,001 - $250,000 | 01/02/2018 | 01/12/2018 | n/a | n/a | 20008721 |
Unmapped HUMANA INC SENIOR NOTE M/W | Sale Owner: Self | $50,001 - $100,000 | 12/29/2017 | 01/12/2018 | n/a | n/a | 20008721 |
Unmapped HARTFORD FINL SVCS gRP SENIOR NOTE M/W 5.125% | Purchase Owner: Self | $50,001 - $100,000 | 12/05/2017 | 12/07/2017 | n/a | n/a | 20008520 |
Unmapped TEXTRON INC SENIOR NOTE M/W 5.6% | Sale Owner: Self | $15,001 - $50,000 | 12/01/2017 | 12/07/2017 | n/a | n/a | 20008520 |
Unmapped AMERICAN EXPRESS CENTRN | Purchase Owner: Self | $50,001 - $100,000 | 09/06/2017 | 09/12/2017 | n/a | n/a | 20007972 |
Unmapped MURPHY OIL CORP SR NOTE M/W CREDIT SENSITIVE 3.25% | Sale Owner: Self | $50,001 - $100,000 | 09/05/2017 | 09/12/2017 | n/a | n/a | 20007972 |
Unmapped LENNOX INTERNATIONAL INC SENIOR NOTE CALLABL | Purchase Owner: Self | $100,001 - $250,000 | 08/01/2017 | 08/03/2017 | n/a | n/a | 20007733 |
Unmapped CVS HEALTH CORPORATION SENIOR NOTE CALLABLE | Purchase Owner: Self | $100,001 - $250,000 | 08/01/2017 | 08/03/2017 | n/a | n/a | 20007733 |
Unmapped KEYBANK NATIONAL ASSOCIATION SENIOR | Sale Owner: Self | $50,001 - $100,000 | 07/19/2017 | 08/03/2017 | n/a | n/a | 20007733 |
Unmapped COLgATE-PALMOLIVE CO SENIOR | Purchase Owner: Self | $50,001 - $100,000 | 07/19/2017 | 08/03/2017 | n/a | n/a | 20007733 |
Unmapped PSEg POWER SENIOR NOTE M/W 5.125% 04/15/2020 | Purchase Owner: Self | $15,001 - $50,000 | 06/23/2017 | 07/05/2017 | n/a | n/a | 20007570 |
Unmapped RIO TINTO FIN USA LTD SENIOR NOTE M/W 3.5% 11/02/2020 | Exchange Owner: Self | $15,001 - $50,000 | 06/21/2017 | 07/05/2017 | n/a | n/a | 20007570 |
Unmapped ENTERGY MISSISSIPPI, INC FIRST MORTGAGE CALLABLE M/W 3.1% 07/01/202 | Purchase Owner: Self | $50,001 - $100,000 | 04/27/2017 | 05/05/2017 | n/a | n/a | 20007207 |
Unmapped GENERAL MTRS FINL CO INC SENIOR NOTE M/W 2.35% 10/04/2019 | Purchase Owner: Self | $15,001 - $50,000 | 04/26/2017 | 05/05/2017 | n/a | n/a | 20007207 |
Unmapped FEDERAL HOME LN MTG CORP MTN CLBL STEPPED 1%-2.5% 1% 08/25/2021 | Purchase Owner: Self | $50,001 - $100,000 | 04/26/2017 | 05/05/2017 | n/a | n/a | 20007207 |
Unmapped APPLE INC SENIOR NOTE M/W 3.45% 02/09/2045 | Sale Owner: Self | $50,001 - $100,000 | 04/18/2017 | 05/05/2017 | n/a | n/a | 20007207 |
Unmapped VALERO ENERGY CORP SENIOR NOTE M/W 6.625% 06/15/2037 | Sale Owner: Self | $50,001 - $100,000 | 04/17/2017 | 05/05/2017 | n/a | n/a | 20007207 |
Unmapped NORDSTROM INC SENIOR NOTE CALLABLE M/W 5% 01/15/2044 | Sale Owner: Self | $15,001 - $50,000 | 04/12/2017 | 05/05/2017 | n/a | n/a | 20007207 |
Unmapped CITIGROUP INC SENIOR NOTE 4.45% 01/10/2017 | Sale Owner: Self | $15,001 - $50,000 | 01/10/2017 | 05/05/2017 | n/a | n/a | 20007207 |
Unmapped MOODY'S CORP SENIOR MED TERM NOTE CLBL M/W 2.75% 07/15/2019 | Purchase Owner: Self | $100,001 - $250,000 | 01/03/2017 | 05/05/2017 | n/a | n/a | 20007207 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.