Christopher P Lu
U.S. Ambassador to UN / Management & Reform
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $7.9 M - $24.1 M
Salary
  • 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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