Lisa Blunt Rochester Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed May 15, 2025. Includes 53 assets and 1 liabilities.

Year:

2025 2024

Est. Net Worth

$11M

2024 annual disclosure

Total Assets

$5M - $16.9M

53 assets

Total Liabilities

1 liabilities

Total Trades

From PTR filings

Trade Volume

$5.4M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2024	$11M
2025	$11.7M

Assets by Category

Bank & Cash$41K (2)

Other$0 (7)

Top Stock Holdings (from trades)

All Assets (53)

Asset	Type	Owner	Value	Income
American Funds 529	Other	Self	N/A	None
Santander Wilmington, DE	Bank & Cash	Self	$1,001 - $15,000	Interest
Wells Fargo Wilmington, DE	Bank & Cash	Self	$15,001 - $50,000	Interest
Charles Schwab Roth IRA	Other	Self	N/A	None
Charles Schwab IRA	Other	Self	N/A	None
Lisa Blunt Rochester Revocable Trust	Other	Self	N/A	None
Schneider Electric Pension	Other	Self	N/A	None
Delaware Pension	Other	Self	N/A	None
Donor Advised Fund	Other	Self	N/A	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
1	other	N/A	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).