CHRISTOPHER JOHN LEE Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed June 15, 2009. Includes 266 assets.

Year:

2010 2009

Est. Net Worth

$16.4M

2009 annual disclosure

Total Assets

$8.5M - $24.2M

266 assets

Total Liabilities

0 liabilities

Total Trades

322

From PTR filings

Trade Volume

$12.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$16.4M
2009	$13.1M
2010	$44.4M

Assets by Category

ETFs$6M (18)

Mutual Funds$5.4M (143)

Retirement & Pension$4M (30)

Gov. Securities$1M (63)

Bank & Cash$17K (6)

LLC / Partnership$8K (3)

Other$0 (3)

Top Stock Holdings (from trades)

ISHARES RUSSELL 3000 INDEXIWV

$1.7M

iShares MSCI ACWI ex US IndexACWX

$833K

iShares Russell 3000 Index ETFIWV

$750K

All Assets (266)

Asset	Type	Owner	Value	Income
Fidelity Money Market	Mutual Funds	Self	$1,000,001 - $5,000,000	Interest/Capital Gains $15,001 - $50,000
Fidelity Intermediate Muni	Mutual Funds	Self	$5,001 - $15,000	Interest/Capital Gains $201 - $1,000
Fidelity Short Interm Muni	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
Thornburg Intermed Muni	Mutual Funds	Self	$5,001 - $15,000	Interest $201 - $1,000
Davis New York Venture	Mutual Funds	Self	$50,000 - $100,000	Dividends $1 - $200
Columbia Acorn Intl	Mutual Funds	Self	N/A	Dividends/Cap Gains $201 - $1,000
Evergreen Intrinsic Value	Mutual Funds	Self	N/A	Dividends/Cap Gains $1,001 - $2,500
Fidelity Adv New Insights	Mutual Funds	Self	N/A	Dividends/Cap Gains $201 - $1,000
Fidelity Leveraged Co Stock	Mutual Funds	Self	N/A	Dividends/Cap Gains $201 - $1,000
Fidelity Real Estate	Mutual Funds	Self	N/A	Dividends/Cap Gains $201 - $1,000
Fidelity Spartan US Eqy	Mutual Funds	Self	N/A	Dividends/Cap Gains $1,001 - $2,500
iShares Cohen & Steers REIT	Mutual Funds	Self	N/A	Dividends/Cap Gains $1,001 - $2,500
Janus Perkins Mid Cap Vl	Mutual Funds	Self	N/A	Dividends/Cap Gains $201 - $1,000
DWS Dreman SC Value	Mutual Funds	Self	N/A	Dividends/Cap Gains $201 - $1,000
Loomis Sayles Bond Fund	Mutual Funds	Self	N/A	Dividends $5,001 - $15,000
Lazard Emerging Mkts	Mutual Funds	Self	N/A	Dividends/Cap Gains $1,001 - $2,500
Masters Select Internatl.	Mutual Funds	Self	N/A	Dividends/Cap Gains $2,501 - $5,000
Morgan Stanley Ins US Real Estate	Mutual Funds	Self	N/A	Dividends/Cap Gains $5,001 - $15,000
Oppenheimer Strategic Inc	Mutual Funds	Self	N/A	Dividends $201 - $1,000
PIMCO Commodity RR Strat	Mutual Funds	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
T Rowe Price Growth Stk	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
T Rowe Price High Yield	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Rainier Mid Cap Equity	Mutual Funds	Self	N/A	Capital Gains $1 - $200
Royce Value Plus	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Fidelity High Income	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Thornburg Intl Value	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Thornburg Value	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Columbia Value & Restruct	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Fidelity Money Market (IRA)	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends $1 - $200
Dodge & Cox Income (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity US Bond Index (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1 - $200
PIMCO Total Return (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Columbia Acorn Intl	Mutual Funds	Self	N/A	Dividends $1 - $200
Davis New York Venture	Mutual Funds	Self	N/A	Dividends $1 - $200
Fidelity Emerging Market	Mutual Funds	Self	N/A	Dividends $1 - $200
Fidelity Adv New Insights	Mutual Funds	Self	N/A	Dividends $1 - $200
Fidelity Short Term Bond	Mutual Funds	Self	N/A	Dividends/Capital Gains $1 - $200
Fidelity Leveraged Co Stock	Mutual Funds	Self	N/A	Dividends $1 - $200
Nuveen Real Estate Invest	Mutual Funds	Self	N/A	Dividends $1 - $200
DWS Dreman SC Value	Mutual Funds	Self	N/A	Dividends $1 - $200
Loomis Sayles Bond	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Lazard Emerging Mkts	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Morgan Stanley Inst Commodity	Mutual Funds	Self	N/A	Dividends $1 - $200
Masters Select International	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Morgan Stanley Inst US Real	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Simco Commodity RR Strat	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
T Rowe Price High Yield	Mutual Funds	Self	N/A	Dividends $1 - $200
PIMCO High Yield Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Royce Value Plus	Mutual Funds	Self	N/A	Dividends $1 - $200
Fidelity High Income	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Thornburg Intl Value	Mutual Funds	Self	N/A	Dividends $1 - $200
Thornburg Value	Mutual Funds	Self	N/A	Dividends $1 - $200
Columbia Value & Restruct	Mutual Funds	Self	N/A	Dividends $1 - $200
Vanguard ST Invest Gr	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
Fidelity Money Market	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Dodge & Cox Income	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity US Bond Index	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Fidelity Intermediate Bond	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Columbia Acorn Intl	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Davis New York Venture	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Fidelity Emerging Markets	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Fidelity Leveraged Co Stock	Mutual Funds	Spouse	N/A	Dividends $1 - $200
DWS Dreman S/C Value	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Loomis Sayles Bond	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
Morgan Stanley Ins US Real Estate	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
Strat Commodity RR	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
Pimco Low Duration	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Royce Value Plus	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Fidelity High Income	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
Thornburg Intl Value	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Columbia Value & Restructuring 2007 Instl 50% Roanoke Installment Sale (Columbia Roanoke Control, Inc) (Christopher Lee)	Other	Spouse	N/A	Dividends; Divestiture Rest/Capital Gains $1 - $1,000,000
Proceeds from 2007 Installment Sale of Interest in Columbia Value & Restructuring Control Inc (Trust FBO Jonathan Lee)	LLC / Partnership	DC	N/A	Capital Gains $5,001 - $15,000
Fidelity Money Market	Bank & Cash	DC	N/A	Interest $1 - $200
Columbia Acorn Intl-Z	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Fidelity Adv New Insights	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Fidelity Leveraged Co Stock	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Fidelity Real Estate Invest	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Fidelity Spartan US Equity	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
DWS Dreman SC Value	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Loomis Sayles Bond Fund	Mutual Funds	DC	N/A	Dividends/Capital Gains $201 - $1,000
Columbia Value & Restructuring (Trust FBO Jonathan Lee (2))	LLC / Partnership	DC	N/A	Dividends/Capital Gains $1 - $200
Fidelity Money Market	Bank & Cash	DC	N/A	Interest $1,001 - $2,500
Columbia Acorn Intl	Mutual Funds	DC	N/A	Dividends/Capital Gains $201 - $1,000
Fidelity Adv New Insights	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Fidelity Intermediate Muni	Mutual Funds	DC	N/A	Capital Gains/Interest $201 - $1,000
Fidelity Leveraged Co Stock	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Fidelity Real Estate Invest	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Fidelity Short Term Muni	Mutual Funds	DC	N/A	Interest $201 - $1,000
Fidelity Spart US Eqy	Mutual Funds	DC	N/A	Dividends/Capital Gains $201 - $1,000
iShares Cohen & Steers Rlty	ETFs	DC	N/A	Dividends/Capital Gains $201 - $1,000
Nuveen Small Cap Fnd Dreman S/C Value	Mutual Funds	DC	N/A	Dividends/Capital Gains $1 - $200
Loomis Sayles Bond Fund	Mutual Funds	DC	N/A	Dividends $1 - $200
Thornburg Ltd Term Municipal	Mutual Funds	DC	N/A	Interest $201 - $1,000
Van Kampen Small Cap Growth A	Mutual Funds	DC	N/A	Dividends $2,501 - $5,000
Oppenheimer Developing Mkts	Mutual Funds	DC	N/A	Dividends/Capital Gains $201 - $1,000
Morgan Stanley Inst US Real	Mutual Funds	DC	N/A	Dividends/Capital Gains $1,001 - $2,500
PIMCO Commodity RR Strat	Mutual Funds	DC	N/A	Dividends $1,001 - $2,500
T Rowe Price High Yield	Mutual Funds	DC	N/A	Dividends $201 - $1,000
Fidelity High Income Fund	Mutual Funds	DC	N/A	Dividends $201 - $1,000
Fidelity High Income Fund	Mutual Funds	DC	N/A	Dividends $201 - $1,000
Thornburg Intl Value	Mutual Funds	DC	N/A	Dividends $201 - $1,000
Thornburg Intermed Muni	Mutual Funds	DC	N/A	Interest $1,001 - $2,500
Thornburg Value Fund	Mutual Funds	DC	N/A	Dividends $201 - $1,000
Columbia Value & Restructuring	Mutual Funds	DC	N/A	Dividends/Capital Gains $201 - $1,000
Charitable Trust FBO Christopher J Lee	Other	DC	N/A	None
Fidelity Money Market	Mutual Funds	DC	N/A	Dividends/Interest $5,001 - $15,000
Columbia Acorn Intl	Mutual Funds	DC	N/A	Dividends/Capital Gains $1,001 - $2,500
Dodge & Cox Income	Mutual Funds	DC	N/A	Dividends $5,001 - $15,000
Fidelity Adv New Insights	Mutual Funds	DC	N/A	Dividends/Capital Gains $201 - $1,000
Fidelity Leveraged Co Stock	Mutual Funds	DC	N/A	Dividends/Capital Gains $201 - $1,000
Fidelity Real Estate Investment	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
PWS Dreman S/C Value Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
Loomis Sayles Bond Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $15,001 - $50,000
Lazard Emerging Mkts	Mutual Funds	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Masters Select International	Mutual Funds	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Morgan Stanley Ins US Real	Mutual Funds	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Morgan Stanley Core Plus Fixed Inc	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Pimco Commodity RR	Mutual Funds	Self	N/A	Dividends $5,001 - $15,000
Pimco Low Duration	Mutual Funds	Self	N/A	Dividends $5,001 - $15,000
Pimco Total Return	Mutual Funds	Self	N/A	Dividends $5,001 - $15,000
T Rowe Price High Yield	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Fidelity High Income Fund	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Thornburg Intl Value	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Thornburg Value Fund	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Columbia Value & Restructuring	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Vanguard Short Term Investment Grade	Mutual Funds	Self	N/A	Dividends $5,001 - $15,000
Trust FBO Christopher J. Lee	Other	Self	N/A	Interest $5,001 - $15,000
Columbia Acorn Intl	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Columbia Acorn	Mutual Funds	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Fidelity Adv New Insights	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Fidelity Intermediate Municipal Income	Mutual Funds	Self	N/A	Interest/Capital Gains $2,501 - $5,000
Fidelity Leveraged Co Stock	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Nuveen Real Estate Inv	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Fidelity Spartan US Eqy	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
iShares Cohen & Steers Rlty	ETFs	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
DWS Dreman S/C Value	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Loomis Sayles Bond Fund	Mutual Funds	Self	N/A	Dividends $15,001 - $50,000
Lazard Emerging Mkts Port	Mutual Funds	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Masters Select	Mutual Funds	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Morgan Stanley Ins US Real	Mutual Funds	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Strat Commodity RR	Mutual Funds	Self	N/A	Dividends $5,001 - $15,000
T Rowe Price High Yield	Mutual Funds	Self	N/A	Dividends $5,001 - $15,000
Fidelity High Income Fund	Mutual Funds	Self	N/A	Dividends $5,001 - $15,000
Thornburg Intl Value FD	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Thornburg Intermed Muni	Mutual Funds	Self	N/A	Interest $2,501 - $5,000
Thornburg Value Fund	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Columbia Value & Restruct	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Trust FBO Jonathan Lee (Capital LIL Lee Family - Fidelity Money Market)	Mutual Funds	DC	$1,001 - $15,000	Capital Gains/Interest $1 - $200
iPath Dow Jones AIG Commodity	ETFs	DC	$1 - $1,000	None
iShares Cohen & Steers Rlty	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
iShares Russell 3000 Index ETF(IWV)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI ACWI ex U.S. ETF(ACWX)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Berkshire Brokerage Cash Balance	Bank & Cash	DC	$1 - $1,000	Interest $1 - $200
Fated Money Market	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
New York State Environmental Facilities Corp Bond New York, NY, US	Gov. Securities	DC	$1 - $1,000	None
Fordham University Bond New York, NY, US	Gov. Securities	DC	$1 - $1,000	None
New York City NY Health & Hospitals Corp Bond New York, NY, US	Gov. Securities	DC	$1 - $1,000	None
California Statewide CAB Bond California, US	Gov. Securities	DC	$1 - $1,000	None
West Virginia Economic Development Authority SO Bond West Virginia, US	Gov. Securities	DC	$1 - $1,000	None
Salt Lake City UT TWY Auth Rev Bond Salt Lake City, UT, US	Gov. Securities	DC	$1 - $1,000	None
NY Environmental NYC Muni WTR Bond New York, NY, US	Gov. Securities	DC	$1 - $1,000	None
Puerto Rico Commonwealth Bond Puerto Rico, US	Gov. Securities	DC	$1 - $1,000	None
Puerto Rico Commonwealth Bond Puerto Rico, US	Gov. Securities	DC	$1 - $1,000	None
Long Island Power Authority NY Electric Bond Long Island, NY, US	Gov. Securities	DC	$1 - $1,000	None
NEW YORK N Y G/O BOND	Gov. Securities	DC	$1 - $1,000	None
NEW YORK N Y TRNSL FIN AUTH BOND	Gov. Securities	DC	$1 - $1,000	None
NEW YORK BRDG & TUNL AUTH NY BOND	Gov. Securities	DC	$1 - $1,000	None
CHICAGO IL TRANS AUTH REFUNDING BOND	Gov. Securities	DC	$1 - $1,000	None
MUNI ELECTRIC AUTH OF GA BOND	Gov. Securities	DC	$1 - $1,000	None
PUBLIC QUALITY DEV AUTH BOND	Gov. Securities	DC	$1 - $1,000	None
Summit Rock Strategic Fixed Income LP	Retirement & Pension	DC	$1,001 - $15,000	None
Summit Rock Select Equity LP	Retirement & Pension	DC	$1,001 - $15,000	None
Summit Rock Hedged Equity LP	Retirement & Pension	DC	$1,001 - $15,000	None
Summit Rock Diversified Strategies LP	Retirement & Pension	DC	$1,001 - $15,000	None
Summit Rock Real Assets LP	Retirement & Pension	DC	$1 - $1,000	None
Summit Rock Private Equity LP	Retirement & Pension	DC	$1,001 - $15,000	None
Summit Rock Balanced Fund	Retirement & Pension	DC	$1,001 - $15,000	None
Trust FBO Jonathan Lee (2) - Sumit Roy Lee Family Capital LLC	LLC / Partnership	DC	$1,001 - $15,000	None
Fidelity Money Market	Mutual Funds	DC	$50,001 - $100,000	Interest/Capital Gains $1 - $200
iPath Dow Jones AIG Commodity(DJP)	ETFs	DC	$1,001 - $15,000	None
iShares Cohen & Steers Realty(ICF)	ETFs	DC	$15,001 - $50,000	Dividends $201 - $1,000
iShares Russell 3000 Index(IWV)	ETFs	DC	$50,001 - $100,000	Dividends $201 - $1,000
iShares MSCI ACWI ex US(ACWX)	ETFs	DC	$50,001 - $100,000	Dividends $201 - $1,000
Bernstein Brokerage Cash Balance	Bank & Cash	DC	$1 - $1,000	Interest $1 - $200
Federated Money Market	Mutual Funds	DC	$50,001 - $100,000	Dividends $1 - $200
New York State Environmental Facilities Corp Rev Bond	Gov. Securities	DC	$1,001 - $15,000	None
Oregon Health Sciences University Bond	Gov. Securities	DC	$1 - $1,000	None
California Statewide Community Health & Hospital Corp Bond	Gov. Securities	DC	$1,001 - $15,000	None
West Virginia Economic Development Authority SO Bond	Gov. Securities	DC	$1 - $1,000	None
Puerto Rico Highway Authority Split Tax Bond	Gov. Securities	DC	$1,001 - $15,000	None
NY Environmental NYC Municipal Water Bond	Gov. Securities	DC	$1,001 - $15,000	None
Puerto Rico Commonwealth Bond	Gov. Securities	DC	$1 - $1,000	None
Puerto Rico Commonwealth	Gov. Securities	DC	$1,001 - $15,000	None
Long Island Power Authority NY Electric Bond	Gov. Securities	DC	$1,001 - $15,000	None
New York NY G/O Bond	Gov. Securities	DC	$1,001 - $15,000	None
New York NY Transitional Finance Authority Revenue Bond	Gov. Securities	DC	$1,001 - $15,000	None
Triborough Bridge & Tunnel Authority NY Bond	Gov. Securities	DC	$1,001 - $15,000	None
California State Housing Finance Authority Federal Government Bond	Gov. Securities	DC	$1,001 - $15,000	None
Juni Electric Authority of GA Bond	Gov. Securities	DC	$1,001 - $15,000	None
Ohio Air Quality Development Authority Bond	Gov. Securities	DC	$1 - $1,000	None
Lord Abbett Short Duration Income Fund	Mutual Funds	DC	$1,001 - $15,000	None
Summit Rock Select Equity LP	Retirement & Pension	DC	$15,001 - $50,000	None
Summit Rock Hedged Equity LP	Retirement & Pension	DC	$50,001 - $100,000	None
Summit Rock Diversified Strategies LP	Retirement & Pension	DC	$100,001 - $250,000	None
Summit Rock Real Assets LP	Retirement & Pension	DC	$1,001 - $15,000	None
Summit Rock Private Equity LP	Retirement & Pension	DC	$15,001 - $50,000	None
Summit Rock Balanced Reserves LP (Cash)	Retirement & Pension	DC	$15,001 - $50,000	None
LEAF Householder Jnt Tenancy - Interest in Lee Family Trust - Fidelity Money Market	Mutual Funds	Self	$500,001 - $1,000,000	Capital Gains/Interest $1,001 - $2,500
iPath Dow Jones AIG Commodity(DJP)	ETFs	Self	$50,001 - $100,000	None
iShares Cohen & Steers Realty(ICF)	ETFs	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
iShares Russell 3000 Index(IWV)	ETFs	Self	$1,000,000 - $5,000,000	Dividends $5,001 - $15,000
iShares MSCI ACWI ex US(ACWX)	ETFs	Self	$500,001 - $1,000,000	Dividends $2,501 - $5,000
Bernstein Brokerage Cash Balance	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Federated Money Market	Mutual Funds	Self	$250,001 - $500,000	Dividends $201 - $1,000
New York St Environmental Facilities Corp Bond New York, US	Gov. Securities	Self	$15,001 - $50,000	None
Oregon Health Sciences Univ Bond Oregon, US	Gov. Securities	Self	$15,001 - $50,000	None
California St Hsg & Hosp Corp Bond California, US	Gov. Securities	Self	$50,001 - $100,000	None
CDA Bond	Gov. Securities	Self	$1,001 - $15,000	None
West Virginia Econ Dev Auth SO Bond	Gov. Securities	Self	$1,001 - $15,000	None
New York ST TWY Auth Ser 2015A	Gov. Securities	Self	$15,001 - $50,000	None
NY Environmental NYC Muni WTR Bond	Gov. Securities	Self	$15,001 - $50,000	None
Puerto Rico Comwlth Bond	Gov. Securities	Self	$1,001 - $15,000	None
Puerto Rico Comwlth Bond	Gov. Securities	Self	$1,001 - $15,000	None
Long Island PWR Auth NY Elec Bond	Gov. Securities	Self	$15,001 - $50,000	None
New York NY G/O Bond	Gov. Securities	Self	$50,001 - $100,000	None
New York NY Trnsl Fin Auth Rev	Gov. Securities	Self	$15,001 - $50,000	None
Triborough Brdg & Tunl Auth NY Bond	Gov. Securities	Self	$15,001 - $50,000	None
Tenn Valley Insp Auth Fed GSA Bond	Gov. Securities	Self	$50,001 - $100,000	None
AL Uni Electric Auth of GA Bond	Gov. Securities	Self	$15,001 - $50,000	None
Ohio Air Quality Dev Auth Bond	Gov. Securities	Self	$1,001 - $15,000	None
Summit Rock Strategic Fixed Income LP	Retirement & Pension	Self	$50,001 - $100,000	None
Summit Rock Select Equity LP	Retirement & Pension	Self	$100,001 - $250,000	None
Summit Rock Hedged Equity LP	Retirement & Pension	Self	$250,001 - $500,000	None
Summit Rock Diversified Strategies LP	Retirement & Pension	Self	$500,001 - $1,000,000	None
Summit Rock Real Assets LP	Retirement & Pension	Self	$100,001 - $250,000	None
Summit Rock Private Equity LP	Retirement & Pension	Self	$100,001 - $250,000	None
Summit Rock Balanced Reserves LP (Cash)	Retirement & Pension	Self	$250,001 - $500,000	None
Reserve LP (Cash)	Retirement & Pension	Self	$500,000 - $500,000	None
Fidelity Money Market	Mutual Funds	Self	$50,001 - $100,000	Interest $1 - $200
iPath Dow Jones AIG Commodity Index(DJP)	ETFs	Self	$50,001 - $100,000	None
iShares Cohen & Steers Realty(ICF)	ETFs	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
iShares Russell 3000 Index(IWV)	ETFs	Self	$500,001 - $1,000,000	Dividends $2,501 - $5,000
iShares MSCI ACWI ex US(ACWX)	ETFs	Self	$500,001 - $1,000,000	Dividends/Capital Gains $5,001 - $15,000
Bernstein Brokerage Cash Balance	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Federated Money Market	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $1,001 - $2,500
NEW YORK STEWART INTL FACS CORP BOND	Gov. Securities	Self	$15,001 - $50,000	None
NEW YORK NY TRNSL FIN AUTH BOND	Gov. Securities	Self	$1,001 - $15,000	None
NEW YORK NY HLTH & HOSP CORP BOND	Gov. Securities	Self	$15,001 - $50,000	None
CONN STATEWIDE CDA BOND	Gov. Securities	Self	$1,001 - $15,000	None
WEST VIRGINIA ECON DEV AUTH BOND	Gov. Securities	Self	$1,001 - $15,000	None
NEW YORK ST TWY AUTH SPL TAX BOND	Gov. Securities	Self	$15,001 - $50,000	None
NYC NY CAPITAL NYC MUN WTR BOND	Gov. Securities	Self	$1,001 - $15,000	None
NY ST TWY AUTH ST PERS BOND	Gov. Securities	Self	$15,001 - $50,000	None
PUERTO RICO COMWLTH BOND	Gov. Securities	Self	$15,001 - $50,000	None
LONG ISLAND PWR AUTH N Y ELEC BOND	Gov. Securities	Self	$1,001 - $50,000	None
NEW YORK N Y G/O BOND	Gov. Securities	Self	$15,001 - $50,000	None
NEW YORK NY TRNSL FIN AUTH BOND	Gov. Securities	Self	$15,001 - $50,000	None
TRIBOUGH BRDG & TUNL AUTH NY BOND	Gov. Securities	Self	$1,001 - $50,000	None
CHICAGO IL TRNSP AUTH FED GAN BOND	Gov. Securities	Self	$15,001 - $50,000	None
MUNI ELECTRIC AUTH OF GA BOND	Gov. Securities	Self	$15,001 - $50,000	None
OHIO AIR QUALITY DEV AUTH REV	Gov. Securities	Self	$1,001 - $15,000	None
Summit Rock Strategic Fixed Income LP	Retirement & Pension	Self	$15,001 - $50,000	None
Summit Rock Select Equity LP	Retirement & Pension	Self	$100,001 - $250,000	None
Summit Rock Hedge Equity LP	Retirement & Pension	Self	$100,001 - $250,000	None
Summit Rock Diversified Strategies LP	Retirement & Pension	Self	$100,001 - $250,000	None
Summit Rock Balanced Reserves LP (Cash)	Retirement & Pension	Self	$100,001 - $250,000	None

Trading Sector Allocation (from PTR trades)

Banking$249K

CHRISTOPHER JOHN LEE trades Wealthiest members Most active traders NY delegation Articles

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).