Business · Congress trades · Senate

Lisa Blunt Rochester

Democrat Every stock trade Lisa Blunt Rochester reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades9
Buys / sales2 / 7
Estimated volume$304KMiddle of each reported range
Trades that beat the market60.0%3 of 5: did better than the same money in the S&P 500 that day
Typical trade vs. the market+117.2%The middle trade: half did better, half worse
Disclosed late4Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

KHC · sold some November 26, 2019, $1,001 - $15,000

+169.3% vs. the S&P 500 since

Worst-timed trade

NRDY · bought September 27, 2021, $1,001 - $15,000

−169.9% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since September 30, 2021: −83.6% against +74.0% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-100%-50%0%+50%+100%20222023202420252026September 30, 2021: portfolio +0.0%, S&P 500 +0.0%December 31, 2021: portfolio −55.0%, S&P 500 +10.7%March 31, 2022: portfolio −49.0%, S&P 500 +5.2%June 30, 2022: portfolio −78.7%, S&P 500 −12.1%September 30, 2022: portfolio −83.0%, S&P 500 −16.8%December 31, 2022: portfolio −83.0%, S&P 500 −10.9%March 31, 2023: portfolio −85.1%, S&P 500 −4.6%June 30, 2023: portfolio −86.2%, S&P 500 +3.3%September 30, 2023: portfolio −88.4%, S&P 500 −0.4%December 31, 2023: portfolio −86.1%, S&P 500 +10.8%March 31, 2024: portfolio −87.6%, S&P 500 +21.9%June 30, 2024: portfolio −88.0%, S&P 500 +26.8%September 30, 2024: portfolio −86.9%, S&P 500 +33.7%December 31, 2024: portfolio −89.3%, S&P 500 +36.6%March 31, 2025: portfolio −89.4%, S&P 500 +30.3%June 30, 2025: portfolio −85.0%, S&P 500 +44.0%September 30, 2025: portfolio −86.1%, S&P 500 +55.2%December 31, 2025: portfolio −85.8%, S&P 500 +58.9%March 31, 2026: portfolio −86.0%, S&P 500 +51.5%June 30, 2026: portfolio −83.6%, S&P 500 +74.0%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
AMBPArdagh Metal Packaging S.A.99.3%$52K
NRDYNerdy, Inc.0.7%$359

Most traded: KHC (2), AMBP (1), NRDY (1), MDLZ (1)

Every trade

TradedWhatStockAmountVs. the market since
December 23, 2022Sold SpouseThe Kraft Heinz Company - Common Stock Option Type: Neither Strike pri$1,001 - $15,0001–
November 24, 2021LATESold some SpousePMI$15,001 - $50,0002–
June 6, 2022Bought SpouseAMBPArdagh Metal Packaging S.A. Ordinary Shares$50,001 - $100,0003−118.5%
June 6, 2022Sold SpouseKH$15,001 - $50,0003–
February 18, 2022LATESold SpouseKHCThe Kraft Heinz Company - Common Stock Option Type: Neither Strike pri$15,001 - $50,0004+117.2%
November 24, 2021Sold SpousePM$15,001 - $50,0005–
September 27, 2021Bought SpouseNRDYNerdy Inc. Class A Common Stock$1,001 - $15,0006−169.9%
December 2, 2019LATESold some SpouseMDLZMondelez International, Inc. Option Type: Neither Strike price: $24.87$50,001 - $100,0007+128.4%
November 26, 2019LATESold some SpouseKHCThe Kraft Heinz Company Option Type: Neither Strike price: $24.96 Expi$1,001 - $15,0007+169.3%

Sources

Each trade links to the report it was filed on.

  1. 1
    Roy Blunt: periodic transaction report filed January 18, 2023https://efdsearch.senate.gov/search/view/ptr/6b2cfa66-ff7e-481c-8fee-01ba0df453ec/
    S6b2cfa66-ff7e-481c-8fee-01ba0df453ec
  2. 2
    Roy Blunt: periodic transaction report filed November 8, 2022https://efdsearch.senate.gov/search/view/ptr/4ef71e79-ac98-4126-9415-66da6899ab72/
    S4ef71e79-ac98-4126-9415-66da6899ab72
  3. 3
    Roy Blunt: periodic transaction report filed June 12, 2022https://efdsearch.senate.gov/search/view/ptr/ccfb1037-7ef7-4904-a1e6-a14db7558ac6/
    Sccfb1037-7ef7-4904-a1e6-a14db7558ac6
  4. 4
    Roy Blunt: periodic transaction report filed April 16, 2022https://efdsearch.senate.gov/search/view/ptr/16484f65-2392-4ff2-b246-ac1c2d975ca7/
    S16484f65-2392-4ff2-b246-ac1c2d975ca7
  5. 5
    Roy Blunt: periodic transaction report filed November 25, 2021https://efdsearch.senate.gov/search/view/ptr/ffed6c7a-6f2d-43ef-bb8c-433704146f24/
    Sffed6c7a-6f2d-43ef-bb8c-433704146f24
  6. 6
    Roy Blunt: periodic transaction report filed September 28, 2021https://efdsearch.senate.gov/search/view/ptr/4760c9fb-67ec-40d5-9684-094527a0226b/
    S4760c9fb-67ec-40d5-9684-094527a0226b
  7. 7
    Roy Blunt: periodic transaction report filed August 11, 2020https://efdsearch.senate.gov/search/view/ptr/c690e54c-261b-4535-a690-6d11919f00ff/
    Sc690e54c-261b-4535-a690-6d11919f00ff