Lisa Blunt Rochester D

Democratic representative for Delaware (DE-AL) (former), in the House since Jan 3, 2017.

Among all 440 members

Each dot is a member; Rochester is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

Bills sponsored

In the 119th Congress (GovInfo's bill records)

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2025–26

$5,277

2023–24

$1.1M

2021–22

$2.9M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2025–26	$5,277	$0	$0	$0	$0	$2,415	$3,478	$0	$0
2023–24	$1,147,245	$351,567	$465,300	$0	$0	$1,729,073	$616	$0	$0
2021–22	$2,899,175	$1,474,801	$1,352,900	$1,000	$0	$3,280,496	$582,444	$18	$0

FEC totals through Sep 30, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Delaware versus everywhere else, each period.

From Delaware
From out of state

2023–24

$334K

2021–22

$580K

Where it came from

Less
More
Their state

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

YOUNG CONAWAY STARGATT & TAYLOR LLP

$18K

SUN PILE FOUNDATIONS INC

$15K

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

$12K

KLEINER PERKINS

$12K

MICHIGAN INSTITUTE OF UROLOGY

$10K

SMITH DAWSON & ANDREWS INC

$9,050

BALLARD SPAHR LLP

$7,750

THE DASCHLE GROUP

$6,800

MOGA INVESTMENTS

$6,600

SMITH DAWSON & ANDREWS

$6,400

ROCKET COMPANIES

$6,200

STATE OF DELAWARE

$6,025

The largest donors, and the numbers

Period	Itemized	Contributions	From DE	Retired donors
2023–24	$333,551	298	38%	4%
2021–22	$579,620	955	48%	3%

Donor	Where	Employer, occupation	Total
JAHNIGEN, MICHAEL	FRANKFORD, DE	SUN PILE FOUNDATIONS INC, PRINCIPAL	$14,500
BYERS, BROOK	MENLO PARK, CA	KLEINER PERKINS, PARTNER	$12,400
SISSON, GRETCHEN	SAN FRANCISCO, CA	UNIVERSITY OF CALIFORNIA SAN FRANCISCO, RESEARCHER	$12,400
QUISEL, ANNA	WILMINGTON, DE	SELF-EMPLOYED, PHYSICIAN	$10,800
GOLDEN, BRUCE	SAN FRANCISCO, CA	SELF EMPLOYED, PARTNER	$9,100
MERCER, MICHELLE	SAN FRANCISCO, CA	SELF EMPLOYED, PHILANTHROPIST	$9,100
SINGLETON, DAVID W	WILMINGTON, DE	NOT EMPLOYED, NOT EMPLOYED	$9,050
GROVE, EVA	LOS ALTOS, CA	NOT EMPLOYED, NOT EMPLOYED	$6,600
HARRON, ED J.	WILMINGTON, DE	YOUNG CONAWAY STARGATT & TAYLOR LLP, ATTORNEY	$6,600
HAYWARD, NATHAN	MONTCHANIN, DE	NOT EMPLOYED, RETIRED	$6,600
LEWIS, JACQUELINE	WASHINGTON, DC	NOT EMPLOYED, NOT EMPLOYED	$6,600
MOGA, GREG	SEATTLE, WA	MOGA INVESTMENTS, PRINCIPAL	$6,600
SANDLER, JULIE	WILMINGTON, DE	NOT EMPLOYED, NOT EMPLOYED	$6,600
WARNER, RAEANN C	WILMINGTON, DE	JACOBS & CRUMPLAR PA, LAWYER	$6,300
NAFTALI, ELIZABETH HIRSH	STUDIO CITY, CA	SELF EMPLOYED, PRIVATE INVESTOR	$6,200
SAMUELS, MICHELE	FARMINGTON HILLS, MI	BLUE CROSS BLUE SHIELD OF MICHIGAN, EXECUTIVE	$6,200
SAMUELS, PAUL	ROYAL OAK, MI	SEVERSTAL NA, DIRECTOR OF INTERNAL AUDIT	$6,200
ATTWOOD, JAMES A. JR.	BEDFORD HILLS, NY	THE CARLYLE GROUP, PRIVATE EQUITY	$5,800
BEEUWKES, REINIER III	CONCORD, MA	ISCHEMIX PHARMACEUTICAL COMPANY, CHAIRMAN & CHIEF SCIENTIFIC OFFICER	$5,800
CAIRNS, TIMOTHY	HOCKESSIN, DE	PACHULSKI STANG ZIEHL & JONES LLP, ATTORNEY	$5,800
COLLINS, ARTHUR	MCLEAN, VA	THEGROUP DC, MANAGING PARTNER	$5,800
COPELAND, TATIANA	GREENVILLE, DE	TEBEE ASSOCIATES LTD, EXECUTIVE	$5,800
ERKAN, KEMAL	BEAR, DE	UNITED MEDICAL LLC, CEO	$5,800
GIBBS, ALDEN	WILMINGTON, DE	THE CHALLENGE PROGRAM, NONPROFIT MANAGER	$5,800
GURAL, JEFFREY	NEW YORK, NY	GFP REAL ESTATE, REAL ESTATE	$5,800

Their biggest PAC and party givers

HONEYWELL INTERNATIONAL

$25K

COUNCIL OF INSURANCE AGENTS & BROKERS

$20K

AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION

$20K

BASF CORPORATION

$18K

INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS

$18K

$18K

$15K

$15K

$15K

NATIONAL BEER WHOLESALERS ASSOCIATION

$15K

All 25

Committee	Connected organization	Total	Gifts
HONEYWELL INTERNATIONAL POLITICAL ACTION COMMITTEE	HONEYWELL INTERNATIONAL	$25,000	13
THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE	COUNCIL OF INSURANCE AGENTS & BROKERS	$20,000	10
AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION		$20,000	4
BASF CORPORATION EMPLOYEES POLITICAL ACTION COMMITTEE	BASF CORPORATION	$18,000	9
INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE	INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS	$17,500	6
AMGEN INC. POLITICAL ACTION COMMITTEE	AMGEN INC.	$17,500	8
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)	UBS AMERICAS INC.	$15,000	4
THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE	THE HOME DEPOT INC.	$15,000	3
NIKE INC FEDERAL POLITICAL ACTION COMMITTEE (NIKE FEDERAL PAC)	NIKE, INC.	$15,000	4
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL BEER WHOLESALERS ASSOCIATION	$15,000	6
MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS	INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS	$15,000	3
DISCOVER FINANCIAL SERVICES POLITICAL ACTION COMMITTEE	DISCOVER FINANCIAL SERVICES	$15,000	4
CHARTER COMMUNICATIONS INC. POLITICAL ACTION COMMITTEE	CHARTER COMMUNICATIONS INC.	$15,000	8
CAPITAL ONE FINANCIAL CORP. ASSOC. POLITICAL FUND	CAPITAL ONE FINANCIAL CORP.	$15,000	5
BLUE HEN FEDERAL PAC		$15,000	3
AMERICAN MEDICAL ASSOCIATION POLITICAL ACTION COMMITTEE	AMERICAN MEDICAL ASSOCIATION	$15,000	5
BALLARD SPAHR LLP PAC		$14,750	4
ROCK HOLDINGS INC. PAC	ROCK HOLDINGS INC.	$14,500	10
POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS	AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS	$14,500	8
JOHNSON & JOHNSON POLITICAL ACTION COMMITTEE	JOHNSON & JOHNSON	$13,500	10
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE	NATIONAL ASSOCIATION OF REALTORS	$13,000	5
AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC)	AMERICAN ASSOCIATION FOR JUSTICE (AAJ)	$13,000	6
SELF-INSURANCE INSTITUTE OF AMERICA, INC. PAC (SELF-INSURANCE PAC)	SELF-INSURANCE INSTITUTE OF AMERICA, INC. PAC (SELF-INSURANCE PAC)	$12,500	4
NATIONAL MULTIFAMILY HOUSING COUNCIL POLITICAL ACTION COMMITTEE	NATIONAL MULTIFAMILY HOUSING COUNCIL	$12,500	5
ERNST & YOUNG POLITICAL ACTION COMMITTEE		$12,500	4

Outside spending for and against them

Against them
For them

All of it

$18

Who spent it

SIERRA CLUB INDEPENDENT ACTION

$10

PLANNED PARENTHOOD VOTES

See the data

Spender	For or against	Total	Reports
SIERRA CLUB INDEPENDENT ACTION	for	$10	1
PLANNED PARENTHOOD VOTES	for	$8	1

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

SELECT MEDICAL HOLDINGS CORPORATION

$61K

CAPITAL ONE FINANCIAL CORPORATION

$48K

HONEYWELL INTERNATIONAL

$45K

ASTRAZENECA PHARMACEUTICALS LP

$42K

THE PNC FINANCIAL SERVICES GROUP

$40K

THE HOME DEPOT

$40K

CORNERSTONE GOVERNMENT AFFAIRS, INC.

$39K

NEW YORK LIFE INSURANCE COMPANY

$38K

UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY

$35K

AMERICAS CREDIT UNIONS, FKA CREDIT UNION NATIONAL ASSOCIATION, INC. DBA AMERICAS CREDIT UNIONS

$35K

All 25

Registrant	Total	Items	First	Latest
SELECT MEDICAL HOLDINGS CORPORATION	$61,000	13	Nov 16, 2021	Sep 21, 2023
CAPITAL ONE FINANCIAL CORPORATION	$47,500	13	Mar 14, 2021	Mar 26, 2025
HONEYWELL INTERNATIONAL	$45,000	15	Jun 29, 2021	Jun 18, 2025
ASTRAZENECA PHARMACEUTICALS LP	$41,500	14	Nov 22, 2021	Jun 10, 2024
THE PNC FINANCIAL SERVICES GROUP	$40,000	9	Feb 26, 2021	May 2, 2024
THE HOME DEPOT	$40,000	9	Apr 28, 2021	Jan 30, 2025
CORNERSTONE GOVERNMENT AFFAIRS, INC.	$38,900	25	Mar 10, 2021	Jan 13, 2025
NEW YORK LIFE INSURANCE COMPANY	$37,500	13	Apr 28, 2021	Dec 17, 2025
UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY	$35,000	7	Mar 22, 2022	Oct 24, 2024
AMERICAS CREDIT UNIONS, FKA CREDIT UNION NATIONAL ASSOCIATION, INC. DBA AMERICAS CREDIT UNIONS	$35,000	9	Aug 4, 2021	Sep 5, 2025
AMERICAN EXPRESS COMPANY	$35,000	12	Mar 16, 2021	Jun 24, 2025
TIBER CREEK GROUP	$33,720	25	Jan 6, 2022	Feb 17, 2025
INVARIANT LLC	$33,335	28	Jan 6, 2022	Dec 22, 2025
EMPIRE CONSULTING GROUP	$31,050	13	Feb 26, 2021	Sep 25, 2024
DISCOVER FINANCIAL SERVICES	$30,200	9	Mar 30, 2021	Feb 7, 2024
KPMG LLP	$30,000	6	Sep 28, 2021	Jun 17, 2024
ELI LILLY AND COMPANY	$30,000	11	May 25, 2022	Apr 7, 2025
CHARTER COMMUNICATIONS, INC.	$29,250	15	Apr 8, 2021	May 25, 2023
NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.	$27,500	9	May 20, 2021	May 7, 2025
LOCKHEED MARTIN CORPORATION	$27,500	14	May 4, 2021	Oct 29, 2025
HOLLAND & KNIGHT LLP	$27,500	13	Jul 18, 2023	Jun 12, 2024
MICROSOFT CORPORATION	$26,442	9	Sep 30, 2021	Apr 7, 2025
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA	$26,000	9	May 19, 2021	Mar 10, 2025
THE COUNCIL OF INSURANCE AGENTS AND BROKERS	$25,000	8	Feb 16, 2021	Oct 25, 2023
INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL & TRANSPORTATION WORKERS	$25,000	6	Mar 8, 2021	May 4, 2023

How they've voted lately

Nothing on record.

What they sponsor bills about

119th Congress: 45 sponsored, 0 became law · 118th Congress: 29 sponsored, 0 became law · 117th Congress: 40 sponsored, 0 became law

Health

Labor and Employment

Housing and Community Development

Environmental Protection

Transportation and Public Works

Commerce

Agriculture and Food

Science, Technology, Communications

Their bills

Bill	Latest action
S. 5640 Data Center Transparency Act of 2026	Sep 30, 2026 Read twice and referred to the Committee on Environment and Public Works.
S.Res. 930 A resolution expressing support for the recognition of October 2026, as "World Menopause Awareness Month" and for global	Sep 30, 2026 Referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S5265-5266)
S. 5500 Affordable Housing Preservation and Protection Act of 2026	Sep 24, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 5506 National Talent Strategy Act of 2026	Sep 24, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 5536 No Surprise Bills for Seniors Act	Sep 24, 2026 Read twice and referred to the Committee on Finance.
S. 5424 Community Health Worker Access Act	Sep 17, 2026 Read twice and referred to the Committee on Finance.
S. 5157 Reimagining Education and Skills through Unified Longitudinal Talent Systems (RESULTS) Act of 2026	Jul 29, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 5115 Farmers Lifeline Options for Overcoming Disasters (FLOOD) Act	Jul 23, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 5050 Expanding AI Voices Act	Jul 21, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S.Con.Res. 36 A concurrent resolution recognizing the significance of equal pay and the disparity in wages paid to men and to Black wo	Jul 21, 2026 Referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S4196-4197)
S. 4886 Medicare Cost Cap Act of 2026	Jun 24, 2026 Read twice and referred to the Committee on Finance.
S. 4923 Food Assurance and Security Act	Jun 24, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 4480 Optimizing Postpartum Outcomes Act of 2026	May 11, 2026 Read twice and referred to the Committee on Finance.
S. 4481 IMPACT to Save Moms Act	May 11, 2026 Read twice and referred to the Committee on Finance.
S. 4482 WELLS Act	May 11, 2026 Read twice and referred to the Committee on Finance.
S. 4262 Permanent Housing Affordability Act	Mar 26, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S.J.Res. 133 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s	May 13, 2026 Motion to proceed to consideration of measure rejected in Senate by Voice Vote. (consideration: CR S2266)
S. 4102 Delaware River Basin Restoration Program Reauthorization Act of 2026	Mar 16, 2026 Read twice and referred to the Committee on Environment and Public Works.
S. 4080 Rental Housing Investment Act	Mar 12, 2026 Read twice and referred to the Committee on Finance.
S.Res. 618 A resolution recognizing the importance of career and technical education ("CTE") educators and work-based learning coor	Feb 26, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 3694 Maximizing Transportation Efficiency Act	Jan 27, 2026 Read twice and referred to the Committee on Environment and Public Works.
S. 3661 PATH to Education Act	Jan 15, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 3636 Build HUBS Act	Jan 14, 2026 Read twice and referred to the Committee on Environment and Public Works.
S.Res. 581 A resolution honoring the life of Corporal Grade One Matthew T. "Ty" Snook of the Delaware State Police.	Feb 3, 2026 Resolution agreed to in Senate without amendment and with a preamble by Unanimous Consent. (consideration: CR
S. 3590 Water Infrastructure Resilience and Sustainability Act of 2026	Jan 7, 2026 Read twice and referred to the Committee on Environment and Public Works.

Congress	Sponsored	Cosponsored
119th	45	333
118th	29	469
117th	40	658

3 former staff now lobbying

KALILA HINES WINTERS

HOLLAND & KNIGHT LLP

12 clients

ALESSANDRA GUCKES

FRANKLIN SQUARE GROUP, LLC

2 clients

JASMINE DICKERSON

GENERAL MILLS SERVICES INC. (FKA GENERAL MILLS)

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
KALILA HINES WINTERS	Special Assistant, Office of Leg. & Cong. Affairs, U.S. Dept. of Ed.; Sr. Advisor & Special Advisor to the Secretary, U.S. Dept. of Ed.; Dir. of Operations, Leg. Aide, Scheduler, Rep. Lisa Blunt Rochester; Leg. Intern, Sen. Jim Webb	HOLLAND & KNIGHT LLP	12	2025–2026
ALESSANDRA GUCKES	Intern - Rep. Lisa Blunt Rochester; Intern - Sen. Tom Carper	FRANKLIN SQUARE GROUP, LLC	2	2025
JASMINE DICKERSON	Sr.Adv., Leg. Affairs, WH, Office of the VP; LD Office of Congressional Rel., USDA; Subcommittee Staff Dir. for Nutrition, Oversight, and Dept Ops, House Committee for Ag.; LD Rep Blunt Rochester; Leg. Asst. Rep Woolsey; Staff Asst./LC Rep Cummings	GENERAL MILLS SERVICES INC. (FKA GENERAL MILLS)	1	2023

From their payroll to lobbying

People Blunt Rochester's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Blunt Rochester themselves.

ALESSANDRA GUCKES ✓

Paid Intern - House Program · Temporary Employee, last paid Q2 2022 · FRANKLIN SQUARE GROUP, LLC

2 clients

See the data

Lobbyist	On the payroll as	Last paid	Lobbying for	Clients	Years	Confirmed
ALESSANDRA GUCKES	Paid Intern - House Program · Temporary Employee	Q2 2022	FRANKLIN SQUARE GROUP, LLC	2	2026	yes

Holdings and trades

$3.9M – $12.3Mnet worth, 2023 report

145trades on their reports

—trades reported after 45 days

—typical time to report a trade

0reports filed on paper

1filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2023 report

SPDR S&P 500

Mutual Funds · Self

$1.0M+

iShares Core U.S. Aggregate Bond ETF

Mutual Funds · Self

$500K+

Vanguard FTSE Developed Markets ETF

Mutual Funds · Self

$500K+

Vanguard Total Bond Market ETF

Mutual Funds · Self

$500K+

Real Estate Select Sector SPDR Fund

Mutual Funds · Self

$250K+

iShares Core MSCI Emerging Markets ETF

Mutual Funds · Self

$250K+

Seton Villa (rental)

Real Estate · Self

$250K+

Vanguard Intermediate-Term Corporate Bond ETF

Mutual Funds · Self

$100K+

Avantis International Small Cap Value ETF

Mutual Funds · Self

$100K+

iShares Core S&P Mid-Cap ETF

Mutual Funds · Self

$100K+

iShares Core S&P Small-Cap ETF

Mutual Funds · Self

$100K+

iShares Russell Mid-Cap ETF

Mutual Funds · Self

$100K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
SPDR S&P 500	Mutual Funds	Self	$1.0M – $5.0M	Capital Gains, Dividends: $100K – $1.0M
iShares Core U.S. Aggregate Bond ETF	Mutual Funds	Self	$500K – $1.0M	None: —
Vanguard FTSE Developed Markets ETF	Mutual Funds	Self	$500K – $1.0M	None: —
Vanguard Total Bond Market ETF	Mutual Funds	Self	$500K – $1.0M	Dividends: $15K – $50K
Real Estate Select Sector SPDR Fund	Mutual Funds	Self	$250K – $500K	Tax-Deferred: —
iShares Core MSCI Emerging Markets ETF	Mutual Funds	Self	$250K – $500K	Dividends: $2,501 – $5,000
Seton Villa (rental)	Real Estate	Self	$250K – $500K	Rent: $1,001 – $2,500
Vanguard Intermediate-Term Corporate Bond ETF	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Avantis International Small Cap Value ETF	Mutual Funds	Self	$100K – $250K	None: —
iShares Core S&P Mid-Cap ETF	Mutual Funds	Self	$100K – $250K	Dividends: $1,001 – $2,500
iShares Core S&P Small-Cap ETF	Mutual Funds	Self	$100K – $250K	Capital Gains, Dividends: $15K – $50K
iShares Russell Mid-Cap ETF	Mutual Funds	Self	$100K – $250K	Dividends: $2,501 – $5,000
SPDR Portfolio Short Term Corporate Bond ETF	Mutual Funds	Self	$100K – $250K	None: —
Vanguard Growth ETF	Mutual Funds	Self	$100K – $250K	Dividends: $1,001 – $2,500
Vanguard Intermediate-Term Treasury ETF	Mutual Funds	Self	$100K – $250K	None: —
Schwab cash account	Bank Deposit	Self	$100K – $250K	Interest: $201 – $1,000
Vanguard Total Bond Market ETF	Mutual Funds	Self	$50K – $100K	Tax-Deferred: —
WisdomTree Emerging Market SmallCap Fund	Mutual Funds	Self	$50K – $100K	None: —
iShares Core MSCI Emerging Markets ETF	Mutual Funds	Self	$15K – $50K	Tax-Deferred: —
SPDR Portfolio S&P 400 Mid Cap ETF	Mutual Funds	Self	$15K – $50K	Tax-Deferred: —
Vanguard FTSE Developed Markets ETF	Mutual Funds	Self	$15K – $50K	Tax-Deferred: —
Vanguard Intermediate-Term Treasury ETF	Mutual Funds	Self	$15K – $50K	Tax-Deferred: —
Cash	Bank Deposit	Self	$15K – $50K	Interest: $1 – $200
DFA U.S. Micro Cap Portfolio	Mutual Funds	Self	$15K – $50K	None: —
DFA U.S. Small Cap Value Portfolio	Mutual Funds	Self	$15K – $50K	None: —

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Vanguard Total Bond Market ETF (BND)

2021–2023 · $3.2M – $6.6M

14 trades

JPMorgan Core Plus Bond ETF (JCPB)

2021–2023 · $4.0M – $14.1M

10 trades

iShares Core MSCI Emerging Markets ETF (IEMG)

2021–2023 · $567K – $1.4M

9 trades

Vanguard FTSE Developed Markets ETF (VEA)

2022–2023 · $1.1M – $2.3M

7 trades

iShares Core MSCI EAFE ETF (IEFA)

2022–2023 · $717K – $1.6M

7 trades

BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)

2023–2023 · $532K – $1.1M

6 trades

Vanguard Value ETF (VTV)

2021–2023 · $147K – $430K

6 trades

iShares Core S&P Small-Cap ETF (IJR)

2021–2023 · $132K – $330K

6 trades

Dodge & Cox Funds Income Dodix

2021–2022 · $1.2M – $2.5M

5 trades

SPDR S&P 500 (SPY)

2021–2023 · $315K – $750K

5 trades

All 145 trades

Date	Asset	Trade	Owner	Amount	Days to report
2023-12-27	WisdomTree Emerging Market SmallCap Fund via Lisa Blunt Rochester Roth IRA	Purchase	Self	$15K – $50K	annual
2023-12-27	Vanguard Value ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	Vanguard S&P 500 ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-27	Vanguard Growth ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	JPMorgan BetaBuilders USD High Yield Corporate Bond ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	iShares Core S&P Small-Cap ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	iShares Core S&P Mid-Cap ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester Roth IRA	Purchase	Self	$15K – $50K	annual
2023-12-27	iShares Core MSCI EAFE ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	BlackRock Strategic Income Opportunities Portfolio - Institutional via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	WisdomTree Emerging Market SmallCap Fund via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$50K – $100K	annual
2023-12-27	WCM Focused International Growth Fund Insti Cl via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$250K – $500K	annual
2023-12-27	Vanguard Value ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$100K – $250K	annual
2023-12-27	Vanguard Intermediate-Term Treasury ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2023-12-27	Vanguard Intermediate-Term Corporate Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$15K – $50K	annual
2023-12-27	Vanguard High-Yield Corporate Fund Admiral Shares via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$100K – $250K	annual
2023-12-27	Vanguard FTSE Developed Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2023-12-27	SPDR Portfolio Short Term Corporate Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2023-12-27	JPMorgan Ultra-Short Income ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$50K – $100K	annual
2023-12-27	JPMorgan Emerging Markets Equity Fund Class L via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$100K – $250K	annual
2023-12-27	iShares Core U.S. Aggregate Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2023-12-27	iShares Core S&P Small-Cap ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2023-12-27	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2023-12-27	iShares Core MSCI EAFE ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$250K – $500K	annual
2023-12-27	EuroPacific Growth Fund, Class F-2 Shs via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$250K – $500K	annual
2023-12-27	Dodge & Cox Income Fund - Class I via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$500K – $1.0M	annual
2023-12-27	DFA U.S. Small Cap Value Portfolio via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$15K – $50K	annual
2023-12-27	DFA U.S. Micro Cap Portfolio via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$15K – $50K	annual
2023-12-27	BlackRock Strategic Income Opportunities Portfolio - Institutional via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$250K – $500K	annual
2023-12-27	Avantis International Small Cap Value ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2023-12-27	WCM Focused International Growth Fund Insti Cl via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-27	Vanguard Value ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-27	Vanguard S&P 500 ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$100K – $250K	annual
2023-12-27	Vanguard Intermediate-Term Treasury ETF via Lisa Blunt Rochester IRA	Purchase	Self	$15K – $50K	annual
2023-12-27	Vanguard Intermediate-Term Corporate Bond ETF via Lisa Blunt Rochester IRA	Purchase	Self	$100K – $250K	annual
2023-12-27	Vanguard High-Yield Corporate Fund Admiral Shares via Lisa Blunt Rochester IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	Vanguard Growth ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-27	Vanguard FTSE Developed Markets ETF via Lisa Blunt Rochester IRA	Purchase	Self	$15K – $50K	annual
2023-12-27	SPDR Portfolio Mortgage Backed Bond ETF via Lisa Blunt Rochester IRA	Purchase	Self	$15K – $50K	annual
2023-12-27	Real Estate Select Sector SPDR Fund via Lisa Blunt Rochester IRA	Purchase	Self	$250K – $500K	annual
2023-12-27	JPMorgan Ultra-Short Income ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-27	JPMorgan Emerging Markets Equity Fund Class L via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-27	iShares Core S&P Small-Cap ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-27	iShares Core S&P Mid-Cap ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$50K – $100K	annual
2023-12-27	iShares Core MSCI EAFE ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-27	EuroPacific Growth Fund, Class F-2 Shs via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-27	Dodge & Cox Income Fund - Class I via Lisa Blunt Rochester IRA	Sale (Full)	Self	$50K – $100K	annual
2023-12-27	BlackRock Strategic Income Opportunities Portfolio - Institutional via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2023-07-19	WCM Focused International Growth Fund Insti Cl via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual
2023-07-19	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$50K – $100K	annual
2023-07-19	Vanguard High-Yield Corporate Fund Admiral Shares via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$15K – $50K	annual
2023-07-19	SPDR S&P 500 via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2023-01-09	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Roth IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-09	JPMorgan BetaBuilders USD High Yield Corporate Bond ETF via Lisa Blunt Rochester Roth IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-09	First Trust TCW Unconstrained Plus Bond ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-01-09	BlackRock Strategic Income Opportunities Portfolio - Institutional via Lisa Blunt Rochester Roth IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-09	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$50K – $100K	annual
2023-01-09	JPMorgan Ultra-Short Income ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$50K – $100K	annual
2023-01-09	Dodge & Cox Income Fund - Class I via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$50K – $100K	annual
2023-01-09	BlackRock Strategic Income Opportunities Portfolio - Institutional via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$250K – $500K	annual
2023-01-09	WCM Focused International Growth Fund Insti Cl via Lisa Blunt Rochester IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-09	Vanguard Value ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-01-09	Vanguard Total Bond Market ETF via Lisa Blunt Rochester IRA	Purchase	Self	$15K – $50K	annual
2023-01-09	Vanguard High-Yield Corporate Fund Admiral Shares via Lisa Blunt Rochester IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-09	JPMorgan Ultra-Short Income ETF via Lisa Blunt Rochester IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-09	iShares Core S&P Mid-Cap ETF via Lisa Blunt Rochester IRA	Sale (Full)	Self	$1,001 – $15K	annual
2023-01-09	Dodge & Cox Income Fund - Class I via Lisa Blunt Rochester IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-09	BlackRock Strategic Income Opportunities Portfolio - Institutional via Lisa Blunt Rochester IRA	Sale (Full)	Self	$15K – $50K	annual
2022-11-14	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2022-11-14	Vanguard FTSE Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$100K – $250K	annual
2022-11-14	Vanguard FTSE Developed Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$250K – $500K	annual
2022-11-14	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$1.0M – $5.0M	annual
2022-11-14	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2022-11-14	iShares Core MSCI EAFE ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2022-11-14	Dodge & Cox Funds Income Dodix via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2022-10-27	Vanguard Value ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual
2022-10-27	iShares Russell Mid-Cap ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2022-10-27	iShares Core S&P Small-Cap ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual
2022-10-11	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$500K – $1.0M	annual
2022-10-11	Vanguard FTSE Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2022-10-11	Vanguard FTSE Developed Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2022-10-11	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$1.0M – $5.0M	annual
2022-10-11	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2022-10-11	iShares Core MSCI EAFE ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2022-10-11	Dodge & Cox Funds Income Dodix via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$500K – $1.0M	annual
2022-09-30	iShares Core MSCI EAFE ETF via Lisa Blunt Rochester Roth IRA	Purchase	Self	$1,001 – $15K	annual
2022-07-06	SPDR S&P 500 via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual
2022-07-06	Dodge & Cox Funds Income Dodix via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2022-07-06	American Funds Europacific Growth Aepfx via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$15K – $50K	annual
2022-06-13	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2022-06-13	Vanguard FTSE Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2022-06-13	Vanguard FTSE Developed Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2022-06-13	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$500K – $1.0M	annual
2022-06-13	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2022-06-13	iShares Core MSCI EAFE ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$250K – $500K	annual
2022-06-13	Dodge & Cox Funds Income Dodix via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2022-05-11	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$500K – $1.0M	annual
2022-05-11	Vanguard FTSE Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$100K – $250K	annual
2022-05-11	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2022-05-11	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2022-02-03	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Roth IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2022-02-03	Vanguard S&P 500 ETF via Lisa Blunt Rochester Roth IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2022-02-03	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Roth IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2022-02-03	First Trust TCW Unconstrained Plus Bond ETF via Lisa Blunt Rochester Roth IRA	Purchase	Self	$1,001 – $15K	annual
2022-02-03	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual
2022-02-03	JPMorgan Funds Emrg MKTS Eqty Jmiex via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$15K – $50K	annual
2022-02-03	Vanguard S&P 500 ETF via Lisa Blunt Rochester IRA	Sale (Partial)	Self	$15K – $50K	annual
2022-02-03	JPMorgan Funds Emrg MKTS Eqty Jmiex via Lisa Blunt Rochester IRA	Purchase	Self	$1,001 – $15K	annual
2022-02-03	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester IRA	Purchase	Self	$1,001 – $15K	annual
2022-02-03	BlackRock Funds Strategic Inc Opportunities I Bsiix via Lisa Blunt Rochester IRA	Purchase	Self	$1,001 – $15K	annual
2022-02-03	American Funds Europacific Growth Aepfx via Lisa Blunt Rochester IRA	Purchase	Self	$1,001 – $15K	annual
2022-01-18	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2022-01-18	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$500K – $1.0M	annual
2022-01-13	Vanguard FTSE Developed Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2022-01-13	Vanguard FTSE Developed Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2022-01-13	SPDR S&P 500 via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2021-12-17	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$500K – $1.0M	annual
2021-12-17	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2021-11-29	Vanguard Value ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual
2021-11-29	Vanguard Growth ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual
2021-11-29	SPDR S&P 500 via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2021-11-29	BlackRock Funds Strategic Inc Opportunities I Bsiix via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$50K – $100K	annual
2021-04-22	SPDR S&P 500 via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2021-04-22	iShares Russell 1000 ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Full)	Self	$50K – $100K	annual
2021-03-05	JPMorgan Core Plus Bond ETF via Lisa Blunt Rochester Roth IRA	Purchase	Self	$1,001 – $15K	annual
2021-03-05	iShares Core U.S. Aggregate Bond ETF via Lisa Blunt Rochester Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-03-05	Vanguard Total Bond Market ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2021-03-05	Vanguard High Yield Corp Admiral Vweax via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2021-03-05	JPMorgan Funds Emrg MKTS Eqty Jmiex via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual
2021-03-05	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2021-03-05	Dodge & Cox Funds Income Dodix via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$100K – $250K	annual
2021-03-05	BlackRock Funds Strategic Inc Opportunities I Bsiix via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Purchase	Self	$500K – $1.0M	annual
2021-03-05	Vanguard Total Bond Market ETF via Lisa Blunt Rochester IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-05	Vanguard Total Bond via Lisa Blunt Rochester IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-05	Vanguard High Yield Corp Admiral Vweax via Lisa Blunt Rochester IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-05	JPMorgan Funds Emrg MKTS Eqty Jmiex via Lisa Blunt Rochester IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-05	iShares Core S&P Small-Cap ETF via Lisa Blunt Rochester IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-05	iShares Core S&P Mid-Cap ETF via Lisa Blunt Rochester IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-05	iShares Core MSCI Emerging Markets ETF via Lisa Blunt Rochester IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-05	BlackRock Funds Strategic Inc Opportunities I Bsiix via Lisa Blunt Rochester IRA	Purchase	Self	$15K – $50K	annual
2021-01-04	iShares Core S&P Small-Cap ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2021-01-04	iShares Core S&P Mid-Cap ETF via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$50K – $100K	annual
2021-01-04	American Funds Europacific Growth Aepfx via Lisa Blunt Rochester Rev TST Ua Apr 02,2015 Lisa Blunt Rochester TR	Sale (Partial)	Self	$15K – $50K	annual

What their office spends

What Blunt Rochester's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,551,138 over the last 4 quarters, 81% of it staff pay. A quarter's figures include late lines charged to the year before.

Staff pay
Travel
Offices: rent, phones, utilities
Mail and printing
Everything else

The numbers

Quarter	Staff pay	Travel	Offices: rent, phones, utilities	Mail and printing	Everything else	Total
Q1 '25	$7,324	$1,958	$2,097	$0	$854	$12,234
Q4 '24	$432,754	$6,483	$33,339	$1,756	$11,251	$485,582
Q3 '24	$443,065	$7,767	$33,381	$99,943	$11,991	$596,148
Q2 '24	$366,089	$7,648	$33,756	$36,882	$12,800	$457,175
Q1 '24	$354,550	$10,642	$36,715	$53,603	$53,855	$509,365
Q4 '23	$454,727	$10,698	$31,178	$471	$21,698	$518,772
Q3 '23	$402,725	$25,201	$37,921	$34,417	$30,453	$530,716
Q2 '23	$349,942	$9,060	$34,649	$5,106	$24,062	$422,819
Q1 '23	$320,919	$3,841	$34,162	$2,894	$102,123	$463,939
Q4 '22	$405,423	$5,240	$30,812	$81,522	$5,738	$528,734
Q3 '22	$387,093	$8,260	$32,908	$385	$8,504	$437,150
Q2 '22	$315,500	$4,556	$34,607	$189	$18,351	$373,204
Q1 '22	$271,981	$617	$32,080	$614	$62,470	$367,762
Q4 '21	$355,449	$2,713	$32,027	$108	$18,867	$409,163
Q2 '21	$265,275	$1,889	$31,904	$2,582	$28,127	$329,778
Q1 '21	$247,703	$1,489	$34,455	$56,921	$37,556	$378,123

Private funds

1private funds, LLCs and trusts with no ticker

0file a Form D with the SEC

—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

No public filing

Tosk, Inc.

held from 2021

$33K

All 1, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entity	Manager	Formed	Kind	Minimum	Investors	First sale	They bought	Traded	Held
Tosk, Inc.							held 2021		$15K – $50K

Financial disclosures

4 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

Filed	Report	Entries
May 14, 2024	Annual Report for 2023	70
May 11, 2023	Annual Report for 2022	48
Jun 21, 2022	Annual Report for 2021	27
May 13, 2022	Extension for 2021	—