Christopher P Lu
U.S. Ambassador to UN / Management & Reform
Observations
- Millionaire
Estimated Net Worth
- $7.9 M - $24.1 M
Salary
- Unknown
Employment
- Started 12/17/2021
Financial Disclosure Details - OGE Form 278e (04/08/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Chris Lu IRAs | |||
1.1 | T Rowe PriceGlobal Multi-Sector Bond Fund Investor Class Shares (PRSNX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | T Rowe Price Science & Technology Fund, Inc (PRSCX) | $15,001 - $50,000 | None (or less than $201) | |
2 | FiscalNote 401K | |||
2.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $50,001 - $100,000 | None (or less than $201) | |
3 | FiscalNote stock (technology and media company focused on global policy information) | $15,001 - $50,000 | None (or less than $201) | |
4 | Guideline stock (401(k) provider for companies) | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | T Rowe Price Mid-Cap Growth | $250,001 - $500,000 | None (or less than $201) | |
2 | Sidley Austin Cash Balance Plan | $250,001 - $500,000 | None (or less than $201) | |
3 | Amazon 401(k) | |||
3.1 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Morrison & Foerster 401(k) | |||
4.1 | Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares (VTTWX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Vanguard Institutional Target Retirement 2025 Fund Institutional Class Shares (VRIVX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Sidley Austin 401(k) | |||
5.1 | Harbor Capital Appreciation Fund Institutional Class Shares (HACAX) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $500,001 - $1,000,000 | Interest | $1,001 - $2,500 |
2 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
3 | U.S. bank #2 (cash) | $500,001 - $1,000,000 | Interest | $2,501 - $5,000 |
4 | T Rowe PriceGlobal Stock Fund (PRGSX) | $50,001 - $100,000 | $15,001 - $50,000 | |
5 | T Rowe Price Small-Cap Stock Fund, Inc (OTCFX) | $250,001 - $500,000 | $15,001 - $50,000 | |
6 | Vanguard Total Bond Market Index Fund Investor Shares (VBMFX) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | |
7 | T Rowe Price Virginia Tax-Free Bond Fund (PRVAX) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | |
8 | Invesco American Franchise Fund Class A Shares (VAFAX) | $100,001 - $250,000 | $15,001 - $50,000 | |
9 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $500,001 - $1,000,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | T Rowe PriceGlobal Stock Fund Class I Shares (TRGLX) | Sale | 09/06/2022 | $15,001 - $50,000 |
2 | T Rowe PriceGlobal Stock Fund Class I Shares (TRGLX) | Sale | 09/12/2022 | $15,001 - $50,000 |
3 | T Rowe PriceGlobal Stock Fund Class I Shares (TRGLX) | Sale | 09/19/2022 | $15,001 - $50,000 |
4 | T Rowe PriceGlobal Stock Fund Class I Shares (TRGLX) | Sale | 10/12/2022 | $15,001 - $50,000 |
5 | T Rowe Price Small-Cap Stock Fund, Inc Class I Shares (OTIIX) | Sale | 09/12/2022 | $15,001 - $50,000 |
6 | T Rowe Price Small-Cap Stock Fund, Inc Class I Shares (OTIIX) | Sale | 09/19/2022 | $15,001 - $50,000 |
7 | T Rowe Price Small-Cap Stock Fund, Inc Class I Shares (OTIIX) | Sale | 09/28/2022 | $15,001 - $50,000 |
8 | T Rowe Price Small-Cap Stock Fund, Inc Class I Shares (OTIIX) | Sale | 10/12/2022 | $15,001 - $50,000 |
9 | Amazon.com, Inc. (AMZN) | Sale | 03/27/2022 | Over $1,000,000 |
10 | T Rowe Price Virginia Tax-Free Bond Fund Class I Shares (TFBVX) | Purchase | 04/11/2022 | $250,001 - $500,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 9 | Amazon stock was sold pursuant to a Certificate of Divestiture issued by the Office of Government Ethics. |
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