Senate · Democrat · DE · in the Senate since 2025 · Latest annual report · www.bluntrochester.senate.gov
From the annual report filed May 15, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| iShares Core U.S. Aggregate Bond ETF | $1M – $5M | Self |
| SPDR S&P 500 | $1M – $5M | Self |
| Vanguard FTSE Developed Markets ETF | $500K – $1M | Self |
| DC Home | $500K – $1M | Self |
| iShares Core MSCI Emerging Markets ETF | $250K – $500K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Feb 4, 2019 | Not linked to a company YORK CNTY PA GO BDS CALLABLE 4.75% 03/01/2036 | Sale · Government bond | $50K – $100K | Self | Filing |
| Feb 4, 2019 | Verizon Communications Inc | Sale · Corporate bond | $15K – $50K | Self | Filing |
| Feb 4, 2019 | Thermo Fisher Scientific Inc | Sale · Corporate bond | $15K – $50K | Self | Filing |
| Feb 4, 2019 | The Hartford Insurance Group, Inc. | Sale · Corporate bond | $50K – $100K | Self | Filing |
| Feb 4, 2019 | Td Ameritrade Holding Corp | Sale · Corporate bond | $15K – $50K | Self | Filing |
| Feb 4, 2019 | Starbucks Corp | Sale · Corporate bond | $15K – $50K | Self | Filing |
| Feb 4, 2019 | Not linked to a company PSEG POWER SENIOR NOTE M/W 5.125% 04/15/2020 | Sale · Corporate bond | $50K – $100K | Self | Filing |
| Feb 4, 2019 | Not linked to a company PRIVATE EXPORT FUNDING NOTE 2.3% 09/15/2020 | Sale · Corporate bond | $100K – $250K | Self | Filing |
| Feb 4, 2019 | Not linked to a company PENNSYLVANIA STATE GO BDS CALLABLE 5% 10/15/2029 | Sale · Government bond | $50K – $100K | Self | Filing |
| Feb 4, 2019 | Newmont Corporation | Sale · Corporate bond | $15K – $50K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 29, 2025 | Vanguard Total Bond Market Index Fund - ETF Shares | Buy | $1K – $15K | Self | 2025 Annual Report filed May 15, 2026 |
| Dec 22, 2025 | Vanguard Total Bond Market Index Fund - ETF Shares | Buy | $1K – $15K | Self | 2025 Annual Report filed May 15, 2026 |
| Dec 9, 2025 | Vanguard Total Bond Market Index Fund - ETF Shares | Buy | $1K – $15K | Self | 2025 Annual Report filed May 15, 2026 |
| Dec 9, 2025 | iShares Core U.S. Aggregate Bond ETF | Partial sale | $15K – $50K | Self | 2025 Annual Report filed May 15, 2026 |
| Dec 9, 2025 | Avantis International Small Cap Value ETF | Partial sale | $1K – $15K | Self | 2025 Annual Report filed May 15, 2026 |
From Lisa Blunt Rochester's filings with the Senate. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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