Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Sen. Lisa Blunt Rochester (D-DE)
House / Senate · Democrat (most recent term) · DE · in Congress 2017–present · Bioguide ID B001303
Party history by chamber: House D 2017–2025, Senate D 2025–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth before entering office (report year 2016) | 2016 | $5,487,087 | $8,914,043 | $12,340,999 |
| (b) Latest net worth estimate | 2025 | $4,504,049 | $10,969,524 | $17,434,998 |
| (c) Estimated gain / loss, nominal dollars, 2016 → 2025 (9 years spanned) | 2016–2025 | −$7,836,950 | +$2,055,480 | +$11,947,911 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2016: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2016 | $8,946,544 | $32,500 | $8,914,043 | $5,487,087 … $12,340,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2017 | $7,723,542 | $407,501 | $7,316,040 | $4,106,083 … $10,525,998 | computed |
| 2018 | $10,684,546 | $375,000 | $10,309,545 | $5,048,091 … $15,570,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2019 | $8,696,022 | $375,000 | $8,321,022 | $4,051,045 … $12,590,999 | computed |
| 2020 | $13,735,024 | $375,000 | $13,360,024 | $5,345,049 … $21,374,999 | computed |
| 2021 | $9,827,525 | $375,000 | $9,452,524 | $4,730,050 … $14,174,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2022 | $8,610,525 | $375,000 | $8,235,524 | $3,845,050 … $12,625,999 | computed |
| 2023 | $8,514,517 | $375,000 | $8,139,516 | $3,933,034 … $12,345,999 | computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2024 | $10,954,522 | $375,000 | $10,579,522 | $4,474,044 … $16,684,999 | computed |
| 2025 | $11,719,524 | $750,001 | $10,969,524 | $4,504,049 … $17,434,998 | computed |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)-21.2%
Simple average of years-17.4%
Years estimated7
Best / worst single year2018 +40%
2020 -47%
2020 -47%
Reliability flags: 5 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -25.1% to -19.8%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2016→2017 | $6,244,535 | $4,561,530 | $120,121 | $376,009 | $130,002 | -29.0% | -31.5% … -27.9% | -104% … +46% | 73% | counted |
| 2017→2018 | $7,042,538 | $9,750,038 | $165,926 | $105,502 | $16,001 | +39.5% | +20.4% … +47.7% | -69% … +149% | 91% | counted |
| 2018→2019 | $10,318,542 | $7,147,518 | $74,626 | $0 | $0 | -30.0% | -32.9% … -29.0% | -114% … +54% | 97% | counted |
| 2019→2020 | $8,621,022 | $4,535,011 | $32,456 | $1,021,505 | $1,023,504 | -47.0% | -57.7% … -43.2% | -136% … +42% | 99% | counted |
| 2020→2021 | $13,619,523 | $8,954,022 | $30,604 | $0 | $0 | -34.0% | -38.1% … -19.1% | -123% … +55% | 99% | counted |
| 2021→2022 | $9,077,524 | $8,602,524 | $108,958 | $8,175,006 | $6,257,508 | -25.2% | -34.2% … -22.0% | -198% … +148% | 100% | counted; high turnover (buys+sells > 100% of opening value) |
| 2022→2023 | $2,036,510 | $3,602,509 | $39,752 | $1,987,506 | $738,006 | +17.5% | +15.0% … +23.5% | -143% … +178% | 24% | excluded; not eligible: traced coverage 24% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions |
| 2023→2024 | $0 | $0 | $0 | $0 | $0 | n/a | n/a … n/a | n/a … n/a | 0% | excluded; not eligible: traced prior-year value below $50,000 |
| 2024→2025 | $10,197,020 | $10,455,520 | $130,856 | $0 | $0 | +3.8% | +3.2% … +6.1% | -109% … +116% | 93% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2016 | 10014297 | House amendment | 12/5/2016 | 89 | 1 | 10014297.pdfbdda9a3e0bc1a8fe7789aa67f7d118958d624f84e9452af3e1fcae82c0d18ccd |
| 2017 | 10028897 | House amendment | 8/7/2019 | 99 | 0 | 10028897.pdf32e00f0757d5b2e824df80ebdc9da8befb897caeca77486ad81cb1481572030e |
| 2018 | 10028899 | House amendment | 8/7/2019 | 102 | 1 | 10028899.pdf2abade66a6a35db56f7dce5360712f08dda2c7a1c149406aab79c902f3ef1074 |
| 2019 | 10035615 | House annual | 8/4/2020 | 97 | 0 | 10035615.pdf7a7143ebee5e190d87d85a091692d60bd06336e5082829202d8ca2a33b743726 |
| 2020 | 10041776 | House annual | 8/10/2021 | 92 | 0 | 10041776.pdfbe1155960203583b2c06ed4d5a7c9bdce25083c0bf53a6da1e088400db573629 |
| 2021 | 10047738 | House annual | 6/21/2022 | 52 | 1 | 10047738.pdfc62b4eeb551cc6222045b2ff0afa7e76b4dd7d99f8fdf79dcff38ddb5a25af29 |
| 2022 | 10053194 | House annual | 5/11/2023 | 54 | 0 | 10053194.pdfdd000c1910362d737b7bb0702d9b7d8723f0e405661084f4a6a8016c7b014028 |
| 2023 | 10060198 | House annual | 5/14/2024 | 39 | 2 | 10060198.pdf5051fd0619ad08c6567af492eb8ee72123ef45b4eb3fb5dbde9644b76f4895da |
| 2024 | 8b27a178-5d21-4754-9f85-ff6471d75dea | Senate annual | 05/15/2025 | 44 | 0 | Senate eFD report09a738995acd0e5cb703e4a29f09575e272e0ac6ccea7b216d7feea00e631215 |
| 2025 | a1efffdb-c810-48e4-ac20-08c77313fc71 | Senate annual | 05/15/2026 | 49 | 0 | Senate eFD reportf89ecc7fee3f2d1c88624df7ae327532c0a9d23ea0d8f5b61c7fb2c37913f80c |
Largest movers 2020→2021
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ DODGE & COX FUNDS IN | — | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ Vanguard Total Bond | — | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ iShares Russell Mid- | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ JPMORGAN FUNDS EMRG | — | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ iShares Core MSCI Em | — | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| LISA BLUNT ROCHESTER IRA ⇒ ISHARES CORE S&P MCP ETF (IJH) [EF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| LISA BLUNT ROCHESTER IRA ⇒ VANGUARD HIGH YIELD CORP ADMIRAL VWEAX [MF] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| LISA BLUNT ROCHESTER ROTH IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ Vanguard Total Bond | — | held | $500,001 - $1,000,000 | $500,001 - $1,000,000 | $2,250,002 | $750,000 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ | — | new | — | $500,001 - $1,000,000 | $175,000 | $175,000 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ DODGE & COX FUNDS IN | — | held | $500,001 - $1,000,000 | $500,001 - $1,000,000 | $750,000 | $75,000 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ iShares Core MSCI EA | — | new | — | $100,001 - $250,000 | $550,001 | $0 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ WCM FOCUSED INTL GRO | — | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ AMERICAN FUNDS EUROP | — | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| LISA BLUNT ROCHESTER REV TST UA Apr 02,2015 LISA BLUNT ROCHESTER TR ⇒ Vanguard FTSE Emergi | — | new | — | None | $175,000 | $350,001 |
| Inter-Family Promissory Note [DO] | — | held | $100,001 - $250,000 | None | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Lisa Blunt Rochester Revocable Trust ⇒ IWR - iShares Russell Mid-Cap ETF | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Lisa Blunt Rochester Revocable Trust ⇒ VUG - Vanguard Growth ETF | — | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Lisa Blunt Rochester Revocable Trust ⇒ DFSCX - Dfa U.S. Micro Cap Portfolio | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Donor Advised Fund ⇒ VEA - Vanguard FTSE Developed Markets ETF | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Charles Schwab Roth IRA ⇒ VEA - Vanguard FTSE Developed Markets ETF | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Charles Schwab IRA ⇒ Charles Schwab (Wilmington, DE) Type: Brokerage Sweep Account | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Charles Schwab IRA ⇒ IEMG - iShares Core MSCI Emerging Markets ETF | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Lisa Blunt Rochester Revocable Trust ⇒ IJR - iShares Core S&P Small-Cap ETF | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).