All House members

Lisa Blunt Rochester

DHouse · DE-AL

STOCK Act filings · simulated, not advice.

annual holdings (4)

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.

Simulated portfolio
+118.1%
SPY
+298.4%
vs SPY
-180.3%
Simulated portfolioSPYBuySell
Trades
75
Last traded
02/04/2019
Disclosed (est.)
$5.3M
File lag
15 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
Unmapped
STARWOOD HOTELS & RESORTS SENIOR NOTE CALLAB 3.125% 02/15/2023
Sale
Owner: Self
$15,001 - $50,00009/06/201804/26/2019n/an/a20011543
Unmapped
STARBUCKS CORP SENIOR NOTE CALLABLE M/W 3.8% 08/15/2025
Purchase
Owner: Self
$15,001 - $50,00009/06/201804/26/2019n/an/a20011543
Unmapped
DISCOVERY COMMUNICATIONS LLC SENIOR NOTE M/W 5.05% 06/01/2020
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
DIRECTV HLDGS LLC / DIRECTV SENIOR NOTE CALLABLE M/ 4.45% 04/01/2024
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
COLGATE-PALMOLIVE CO SENIOR MEDIUM TERM NOTE M/W 3.25% 03/15/2024
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
CELGENE CORP SENIOR NOTE M/W 3.95% 10/15/2020
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
YORK CNTY PA GO BDS CALLABLE 4.75% 03/01/2036
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
VERIZON COMMUNICATIONS SENIOR NOTE CALLABLE M 4.15% 03/15/2024
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
THERMO FISHER SCIENTIFIC INC SENIOR NOTE CALLABLE M 3.65% 12/15/2025
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
THE HARTFORD FIN SERVICES GRP SENIOR NOTE M/ 5.125% 04/15/2022
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
TD AMERITRADE HOLDING CORP SENIOR NOTE CALLABLE M/ 3.625%
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
STARBUCKS CORP SENIOR NOTE
Sale
Owner: Self
$15,001 -02/04/201902/19/2019n/an/a20011115
Unmapped
PSEG POWER SENIOR NOTE M/W 5.125% 04/15/2020
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
PRIVATE EXPORT FUNDING NOTE 2.3% 09/15/2020
Sale
Owner: Self
$100,001 - $250,00002/04/201902/19/2019n/an/a20011115
Unmapped
CARLISLE COS INC SENIOR NOTE CALLABLE M/W 3.75% 12/01/2027
Sale
Owner: Self
$1,001 - $15,00002/04/201902/19/2019n/an/a20011115
Unmapped
PENNSYLVANIA STATE GO BDS CALLABLE 5% 10/15/2029
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
NEWMONT MINING CORP SENIOR NOTE M/W 5.125%
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
NEW YORK ST DORM AUTH ST PERS REV BDS CALLABLE 5% 03/15/2033
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
MORGAN STANLEY SENIOR MEDIUM TERM NOTE M/W 5.5% 07/28/2021
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
MORGAN ST DEAN WITTER SENIOR MEDIUM TERM NOTE M/W 3.875% 04/29/2024
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
LYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
LENNOX INTERNATIONAL INC SENIOR NOTE CALLABLE M/W 3% 11/15/2023
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
BERKSHIRE HATHAWAY FIN SENIOR MEDIUM TERM NOTE M/W 3% 05/15/2022
Sale
Owner: Self
$100,001 - $250,00002/04/201902/19/2019n/an/a20011115
Unmapped
JPMORGAN CHASE & CO.
Sale
Owner: Self
$15,001 -02/04/201902/19/2019n/an/a20011115
Unmapped
JOHNSON & JOHNSON SENIOR NOTE 6.95% 09/01/2029
Sale
Owner: Self
$100,001 - $250,00002/04/201902/19/2019n/an/a20011115
Unmapped
HEWLETT PACKARD CO SENIOR NOTE M/W 3.75% 12/01/2020
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
GOLDMAN SACHS SENIOR MED TERM NOTE CLBL M/W 3.85% 07/08/2024
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
GOLDMAN SACHS BK USA NY CD 3% 06/07/2021
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
GOLDMAN SACHS BK USA NY CD 3% 06/07/2021
Sale
Owner: Self
$100,001 - $250,00002/04/201902/19/2019n/an/a20011115
Unmapped
GENERAL MTRS FINL CO INC SENIOR NOTE M/W 2.35% 10/04/2019
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
FEDERAL HOME LN MTG CORP
Sale
Owner: Self
$50,001 -02/04/201902/19/2019n/an/a20011115
Unmapped
ENTERGY MISSISSIPPI LLC FIRST MORTGAGE CALLABLE M/W 3.1% 07/01/2023
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
BANK OF AMERICA CORP SENIOR MEDIUM TERM NOTE 4.125% 01/22/2024
Sale
Owner: Self
$15,001 - $50,00002/04/201902/19/2019n/an/a20011115
Unmapped
AMERICAN EXPRESS CENTRN CD 2.2% 09/13/2021
Sale
Owner: Self
$50,001 - $100,00002/04/201902/19/2019n/an/a20011115
Unmapped
MOSAIC CO SENIOR NOTE CALLABLE M/W 3.75% 11/15/2021
Sale
Owner: Self
$50,001 - $100,00001/14/201902/19/2019n/an/a20011115
Unmapped
MARATHON OIL CORPORATION SENIOR NOTE CALLABLE M/W 3.85% 06/01/2025
Sale
Owner: Self
$15,001 - $50,00001/14/201902/19/2019n/an/a20011115
Unmapped
KINDER MORGAN ENERGY PARTNERS SENIOR NOTE M/W 2.65% 02/01/2019
Sale
Owner: Self
$15,001 - $50,00001/14/201902/19/2019n/an/a20011115
Unmapped
JPMORGAN CHASE & CO. SENIOR NOTE 6.3% 04/23/2019
Sale
Owner: Self
$50,001 - $100,00001/14/201902/19/2019n/an/a20011115
Unmapped
CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028
Purchase
Owner: Self
$50,001 - $100,00011/30/201812/04/2018n/an/a20010767
Unmapped
THERMO FISHER SCIENTIFIC SENIOR NOTE CALLABLE M/W 3.65%
Purchase
Owner: Self
$15,001 - $50,00009/17/201810/02/2018n/an/a20010382
Unmapped
BLOCK FINANCIAL CORP SR NOTE CLBL M/W CR SENS 5.5%
Sale
Owner: Self
$15,001 - $50,00009/14/201810/02/2018n/an/a20010382
Unmapped
GOLDMAN SACHS BK USA NY CD 3%
Purchase
Owner: Self
$100,001 - $250,00005/30/201806/12/2018n/an/a20009686
Unmapped
GOLDMAN SACHS BK USA NY CD 3%
Purchase
Owner: Self
$15,001 - $50,00005/30/201806/12/2018n/an/a20009686
Unmapped
GOLDMAN SACHS BK USA NY CD 3%
Purchase
Owner: Self
$15,001 - $50,00005/30/201806/12/2018n/an/a20009686
Unmapped
CARLISLE COS INC SENIOR NOTE CALLABLE
Purchase
Owner: Self
$1,001 - $15,00003/06/201804/09/2018n/an/a20009228
Unmapped
CINCINNATI FINANCIAL CORP SENIOR DEBENTURE, RATE: 6.92
Purchase
Owner: Self
$15,001 - $50,00003/02/201803/08/2018n/an/a20009087
Unmapped
LYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023 BUY TRADE 40 @102.521
Purchase
Owner: Self
$15,001 - $50,00002/22/201803/08/2018n/an/a20009087
Unmapped
HESS CORPORATION SENIOR NOTE M/W 8.125% 02/15/2019
Sale
Owner: Self
$15,001 - $50,00002/15/201803/08/2018n/an/a20009087
Unmapped
NVR INC SENIOR NOTE CALLABLE M/W 3.95% 09/15/2022 SELL TRADE 120 @104.105
Sale
Owner: Self
$100,001 - $250,00001/02/201801/12/2018n/an/a20008721
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 - $250,00001/02/201801/12/2018n/an/a20008721
Unmapped
HCP INC SENIOR NOTE CALLABLE M/W 4% 06/01/2025 SELL TRADE 75 @102.302
Sale
Owner: Self
$50,001 - $100,00001/02/201801/12/2018n/an/a20008721
Unmapped
CVS HEALTH CORPORATION SENIOR NOTE CALLABLE M/W 3.375% 08/12/2024 SELL TRADE 100 @100.211
Sale
Owner: Self
$100,001 - $250,00001/02/201801/12/2018n/an/a20008721
Unmapped
CHEVRON CORP SENIOR NOTE CALLABLE M/W 3.326% 11/17/2025 SELL TRADE 100 @102.686
Sale
Owner: Self
$100,001 - $250,00001/02/201801/12/2018n/an/a20008721
Unmapped
$FZC: BHP BILLITON FIN USA LTD SENIOR NOTE 2.875% 02/24/2022 SELL TRADE 100 @100.922
Sale
Owner: Self
$100,001 - $250,00001/02/201801/12/2018n/an/a20008721
Unmapped
HUMANA INC SENIOR NOTE M/W
Sale
Owner: Self
$50,001 - $100,00012/29/201701/12/2018n/an/a20008721
Unmapped
HARTFORD FINL SVCS gRP SENIOR NOTE M/W 5.125%
Purchase
Owner: Self
$50,001 - $100,00012/05/201712/07/2017n/an/a20008520
Unmapped
TEXTRON INC SENIOR NOTE M/W 5.6%
Sale
Owner: Self
$15,001 - $50,00012/01/201712/07/2017n/an/a20008520
Unmapped
AMERICAN EXPRESS CENTRN
Purchase
Owner: Self
$50,001 - $100,00009/06/201709/12/2017n/an/a20007972
Unmapped
MURPHY OIL CORP SR NOTE M/W CREDIT SENSITIVE 3.25%
Sale
Owner: Self
$50,001 - $100,00009/05/201709/12/2017n/an/a20007972
Unmapped
LENNOX INTERNATIONAL INC SENIOR NOTE CALLABL
Purchase
Owner: Self
$100,001 - $250,00008/01/201708/03/2017n/an/a20007733
Unmapped
CVS HEALTH CORPORATION SENIOR NOTE CALLABLE
Purchase
Owner: Self
$100,001 - $250,00008/01/201708/03/2017n/an/a20007733
Unmapped
KEYBANK NATIONAL ASSOCIATION SENIOR
Sale
Owner: Self
$50,001 - $100,00007/19/201708/03/2017n/an/a20007733
Unmapped
COLgATE-PALMOLIVE CO SENIOR
Purchase
Owner: Self
$50,001 - $100,00007/19/201708/03/2017n/an/a20007733
Unmapped
PSEg POWER SENIOR NOTE M/W 5.125% 04/15/2020
Purchase
Owner: Self
$15,001 - $50,00006/23/201707/05/2017n/an/a20007570
Unmapped
RIO TINTO FIN USA LTD SENIOR NOTE M/W 3.5% 11/02/2020
Exchange
Owner: Self
$15,001 - $50,00006/21/201707/05/2017n/an/a20007570
Unmapped
ENTERGY MISSISSIPPI, INC FIRST MORTGAGE CALLABLE M/W 3.1% 07/01/202
Purchase
Owner: Self
$50,001 - $100,00004/27/201705/05/2017n/an/a20007207
Unmapped
GENERAL MTRS FINL CO INC SENIOR NOTE M/W 2.35% 10/04/2019
Purchase
Owner: Self
$15,001 - $50,00004/26/201705/05/2017n/an/a20007207
Unmapped
FEDERAL HOME LN MTG CORP MTN CLBL STEPPED 1%-2.5% 1% 08/25/2021
Purchase
Owner: Self
$50,001 - $100,00004/26/201705/05/2017n/an/a20007207
Unmapped
APPLE INC SENIOR NOTE M/W 3.45% 02/09/2045
Sale
Owner: Self
$50,001 - $100,00004/18/201705/05/2017n/an/a20007207
Unmapped
VALERO ENERGY CORP SENIOR NOTE M/W 6.625% 06/15/2037
Sale
Owner: Self
$50,001 - $100,00004/17/201705/05/2017n/an/a20007207
Unmapped
NORDSTROM INC SENIOR NOTE CALLABLE M/W 5% 01/15/2044
Sale
Owner: Self
$15,001 - $50,00004/12/201705/05/2017n/an/a20007207
Unmapped
CITIGROUP INC SENIOR NOTE 4.45% 01/10/2017
Sale
Owner: Self
$15,001 - $50,00001/10/201705/05/2017n/an/a20007207
Unmapped
MOODY'S CORP SENIOR MED TERM NOTE CLBL M/W 2.75% 07/15/2019
Purchase
Owner: Self
$100,001 - $250,00001/03/201705/05/2017n/an/a20007207
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.