CHRISTOPHER JOHN LEE Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 320 assets and 1 liabilities.

Year:

2010 2009

Est. Net Worth

$44.4M

2010 annual disclosure

Total Assets

$17.4M - $71.6M

320 assets

Total Liabilities

$100K - $250K

1 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

Retirement & Pension$34.6M (23)

Mutual Funds$3.7M (96)

LLC / Partnership$2.3M (10)

Gov. Securities$2.2M (147)

ETFs$1.2M (18)

Other$266K (12)

Real Estate$175K (1)

Stocks$48K (7)

Bank & Cash$41K (6)

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 (320)

Asset	Type	Owner	Value	Income
Fidelity Money Market	Mutual Funds	Self	$100,001 - $250,000	Interest/Capital Gains $201 - $1,000
American EuroPacific Growth	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
American Growth Fund of America R6	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Artisan Mid Cap Value	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Columbia Acorn International	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Columbia Value & Restruct	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Dodge & Cox Intl Stock	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
DWS Dreman SC Value	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Evergreen Intrinsic Value	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Fairholme Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Fidelity Adv New Insights	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1 - $200
Fidelity Emerging Market	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Fidelity High Income	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $201 - $1,000
Fidelity Intermediate Mun	Mutual Funds	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Fidelity Leveraged Co Stock	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fidelity Short Term Utility	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Harbor International	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Harbor International GRO	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Janus Overseas	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Laudus Rosenberg International Discovery	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Lazard Emerging Markets Equity	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Loomis Sayles Bond Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Masters Select International	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Morgan Stanley Institutional US Real Estate	Mutual Funds	Self	$50,001 - $100,000	None
Perkins Mid Cap Value	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
PIMCO Commodity Real Return Strategy	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Royce Premier	Mutual Funds	Self	$50,001 - $100,000	None
Royce Value Plus	Mutual Funds	Self	$15,001 - $50,000	None
RS Partners	Mutual Funds	Self	$15,001 - $50,000	None
RS Value	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
T Rowe Price Mid Cap Growth	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1 - $200
Thornburg Intermediate Municipal	Mutual Funds	Self	$100,001 - $250,000	Dividends/Interest $2,501 - $5,000
Thornburg International Value	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
THORNBURG LTD TRM MUNI	Mutual Funds	Self	$100,001 - $250,000	Dividends/Interest $201 - $1,000
THORNBURG VALUE	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Fidelity Money Market (IRA)	Mutual Funds	Self	$1 - $1,000	Dividends $201 - $1,000
AMERICAN EUROPACIFIC GRTH	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AMERICAN GRW FD OF AMERICA	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
ARTISAN MID CAP VALUE	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
COLUMBIA ACORN INTL	Mutual Funds	Self	$15,001 - $50,000	None
COLUMBIA VALUE & RESHAPING	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
DODGE & COX INCOME	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
DWS DREMAN S/C VALUE	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
EVERGREEN INTRINSIC VALUE	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
FAIRHOLME FUND	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
FIDELITY ADV NEW INSIGHTS	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Fidelity Emerging Market	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Fidelity High Income	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Fidelity Leveraged Co Stock	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Real Estate	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity US Bond Index Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
Harbor International	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Lazard Emerging Mkt Eqy	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Loomis Sayles Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Masters Select International	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
PIMCO Low Duration	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
PIMCO Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Royce Premier	Mutual Funds	Self	$1,001 - $15,000	None
Royce Value Plus	Mutual Funds	Self	$1,001 - $15,000	None
RS Value	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
T Rowe Price Mid Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Thornburg International Value	Mutual Funds	Spouse	$1,001 - $15,000	None
Thornburg Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard ST Investment Grade	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
IRA	Retirement & Pension	Spouse	N/A	None
Fidelity Money Market	Mutual Funds	Spouse	$1 - $1,000	Dividends $201 - $1,000
American Europacific Growth	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Growth Fund of America	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Artisan Mid Cap Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Columbia Acorn International	Mutual Funds	Spouse	$1,001 - $15,000	None
Columbia Value & Restructuring	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox Income	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Evergreen Intrinsic Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Fidelity Advisor New Insights	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Fidelity Emerging Markets	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Fidelity High Income	Mutual Funds	Spouse	$1 - $1,000	Dividends/Capital Gains $1 - $200
Fidelity Leveraged Co Stock	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Fidelity Intermediate Bond	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Fidelity Real Estate Invest	Mutual Funds	Spouse	$1 - $1,000	None
iShares US Bond Index Fund	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
Loomis Sayles Bond Fund	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
PIMCO Low Duration	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
PIMCO Total Return	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Rainier Mid Cap Equity	Mutual Funds	Spouse	$1,001 - $15,000	None
Royce Premier	Mutual Funds	Spouse	$1,001 - $15,000	None
RS Partners	Mutual Funds	Spouse	$1,001 - $15,000	None
RS Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Thornburg Intl Value	Mutual Funds	Spouse	$1,001 - $15,000	None
Thornburg Value Institutional	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Proceeds from 2007 Insight Enterprises Inc (International Motion Control Inc)(NSIT)	Stocks	Spouse	N/A	Dividends/Interest/Capital Gains $100,001 - $1,000,000
Capital LLC	LLC / Partnership	DC	N/A	None
Fidelity Money Market	Mutual Funds	DC	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
Summit Rock Strategic Fixed Income LP	Retirement & Pension	DC	$1,001 - $15,000	None
Summit Rock Private Credit Asset Fund	Retirement & Pension	DC	$1,001 - $15,000	Dividends/Interest/Rest/Capital Gains $201 - $1,000
iShares Russell 3000 Index ETF(IWV)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI EAFE ETF(EFA)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Emerging Markets ETF(EEM)	ETFs	DC	$1 - $1,000	Dividends $1 - $200
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 Private Equity LP	Retirement & Pension	DC	$1,001 - $15,000	None
Summit Rock Shares Cohen & Steers RI	Mutual Funds	DC	$1 - $1,000	None
Summit Rock Real Assets LP	Retirement & Pension	DC	$1 - $1,000	None
Summit Rock Balanced Reserves LP	Retirement & Pension	DC	$1,001 - $15,000	Dividends/Capital Gains/Interest $1 - $200
Bernstein Brokerage Cash Balance	Bank & Cash	DC	$1 - $1,000	Dividends/Interest $1 - $200
California Econ Recovery	Gov. Securities	DC	$1 - $1,000	None
California Statewide CDA	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Audio Real Regi Mob Alth	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Chicago IL Trnsp Auth	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Citizens Ppty Ins Corp FL	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Clark Cnty NV Arpt	Gov. Securities	DC	$1 - $1,000	None
Florida Dep Florida Forever	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Federal Home Loan Bank	Gov. Securities	DC	N/A	Interest/Capital Gains $1 - $200
Florida Hurricane Catastrophe	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Fulton Cnty GA Dev Auth	Gov. Securities	DC	$1 - $1,000	None
Houston TX Apt Sys	Gov. Securities	DC	$1 - $1,000	None
Healthcare Auth for Baptist	Gov. Securities	DC	N/A	Interest $1 - $200
Jacksonville FL Elec Auth	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Jefferson LA Muni	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Long Island Pwr Auth NY	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Metropolitan Transp Auth NY	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Miami-Dade Cnty FL Aviation	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Mun Elec Auth of GA	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Nassau Cnty NY	Gov. Securities	DC	$1 - $1,000	None
New York NY City Mun Wtr	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
New Jersey Ed FA Auth	Gov. Securities	DC	N/A	Interest $1 - $200
New York NY	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
NEW YORK NY HLTH & HOSP CORP	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
NEW YORK NY TRANS FIN AUTH	Gov. Securities	DC	$1 - $1,000	Interest/Capital Gains $1 - $200
NEW YORK ST DORM AUTH	Gov. Securities	DC	$1 - $1,000	Interest/Capital Gains $1 - $200
NEW YORK ST ENVIRONMENTAL FACS	Gov. Securities	DC	$1 - $1,000	Interest/Capital Gains $1 - $200
NEW YORK ST THRUWAY AUTH	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
NEW YORK ST LOC GOV ASST CORP	Gov. Securities	DC	N/A	Interest/Capital Gains $1 - $200
NORTH CAROLINA EASTN MUN PWR	Gov. Securities	DC	$1 - $1,000	None
OHIO AR QUALITY DEV AUTH	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
ONONDAGA CNTY NY	Gov. Securities	DC	$1 - $1,000	None
OREGON HEALTH SCIENCES UNIV	Gov. Securities	DC	N/A	Interest $1 - $200
PORT AUTHORITY OF NY & NJ	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
PUERTO RICO COMWLTH GOVT	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
PUERTO RICO SALES TAX FIN CORP	Gov. Securities	DC	$1 - $1,000	None
TEXAS TRANSP COMM CENTRAL TEXAS TURNPIKE	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Tompkins CNY NY IDA NY, US	Gov. Securities	DC	$1 - $1,000	None
Triborough Bridge & Tunnel Authority NY NY, US	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Virginia College Bond - West Virginia Econ Dev Auth WV, US	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Trust FBO Jonathan Lee (2) Irrevocable Family Capital LLC	LLC / Partnership	DC	N/A	None
Fidelity Money Market	Mutual Funds	DC	$15,001 - $50,000	Dividends/Interest/Capital Gains $201 - $1,000
Summit Rock Strategic Fixed Income LP	Retirement & Pension	DC	$15,001 - $50,000	None
Summit Sales Access Fund	Other	DC	$5,001 - $15,000	Interest/Dividends/Capital Gains $2,501 - $5,000
iShares Russell 3000 Index ETF(IWV)	ETFs	DC	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI EAFE ETF(EFA)	ETFs	DC	$5,001 - $15,000	Dividends $1 - $200
iShares MSCI Emerging Markets ETF(EEM)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Summit Rock Select Equity LP	Retirement & Pension	DC	$50,001 - $100,000	None
Summit Rock Hedged Equity LP	Retirement & Pension	DC	$100,001 - $250,000	None
Summit Rock Diversified Strategies LP	Retirement & Pension	DC	$100,001 - $250,000	None
Summit Rock Private Equity LP	Retirement & Pension	DC	$15,001 - $50,000	None
iShares Cohen & Steers(ICF)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Summit Rock Real Assets LP	LLC / Partnership	DC	$1,001 - $15,000	None
Summit Rock Balanced Reserves LP	LLC / Partnership	DC	$15,001 - $50,000	Dividends/Interest/Capital Gains $201 - $1,000
Bersten Brokerage Cash Balance	Bank & Cash	DC	$1,001 - $15,000	Dividends/Interest $1 - $200
Berkshire Economic Recovery I	Retirement & Pension	DC	$1,001 - $15,000	None
California Statewide Communities Development Authority California, US	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Camino Real Regional Mobility Authority	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Chicago IL Transport Authority Chicago, IL, US	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Citizens Property Insurance Corp FL Florida, US	Gov. Securities	DC	$1 - $1,000	Interest $1 - $200
Clark County NV Airport Clark County, NV, US	Gov. Securities	DC	$1,001 - $15,000	None
Federal Home Loan Bank	Gov. Securities	DC	N/A	Interest/Capital Gains $1 - $200
Florida DEP Florida, US	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Florida Hurricane Catastrophe Florida, US	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Fulton City GA Dev Auth	Gov. Securities	DC	$1,001 - $15,000	None
Health Care Auth for Bay Co FL	Gov. Securities	DC	N/A	Interest $1 - $200
Houston TX Arpt Sys	Gov. Securities	DC	$1,001 - $15,000	None
Jacksonville FL Elec Auth	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Jefferson LA Muni	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Long Island Pwr Auth NY	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Metropolitan Transp Auth NY	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Miami-Dade Cnty FL	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Municipal Electric Auth of GA	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Nassau Cnty NY	Gov. Securities	DC	$1,001 - $15,000	None
New Jersey Ed Fac Auth	Gov. Securities	DC	N/A	Interest $1 - $200
New York NY City Mun Wtr	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
New York NY	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
New York NY Hlth & Hosp Corp	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
NEW YORK NY TRANS FIN AUTH	Gov. Securities	DC	$1,001 - $15,000	INTEREST/CAPITAL GAINS $201 - $1,000
NEW YORK ST DORM AUTH	Gov. Securities	DC	$1,001 - $15,000	INTEREST/CAPITAL GAINS $201 - $1,000
NEW YORK ST ENVIRONMENTAL FACS	Gov. Securities	DC	$1,001 - $15,000	INTEREST/CAPITAL GAINS $201 - $1,000
NEW YORK ST THRUWAY AUTH	Gov. Securities	DC	$1,001 - $15,000	INTEREST $1 - $200
NEW YORK ST LOC GOV ASST CORP	Gov. Securities	DC	$1,001 - $15,000	DIVIDENDS/CAPITAL GAINS $1 - $200
NORTH CAROLINA EASTN MUN PWR	Gov. Securities	DC	$1,001 - $15,000	INTEREST
OHIO AIR QUALITY DEV AUTH	Gov. Securities	DC	$1 - $1,000	INTEREST $1 - $200
ONONDAGA CNTY NY	Gov. Securities	DC	$1,001 - $15,000	INTEREST
OREGON HEALTH SCIENCES UNIV	Gov. Securities	DC	$1,001 - $15,000	INTEREST $1 - $200
PORT AUTHORITY OF NY & NJ	Gov. Securities	DC	$1,001 - $15,000	INTEREST $1 - $200
PUERTO RICO COMWLTH GO	Gov. Securities	DC	$1,001 - $15,000	INTEREST
PUERTO RICO SALES TAX FIN CORP	Gov. Securities	DC	$1,001 - $15,000	INTEREST $1 - $200
SAN JACINTO RIVER AUTH CENTRAL TEXAS TURNPIKE	Gov. Securities	DC	$1,001 - $15,000	INTEREST $1 - $200
TOMPKINS CNTY NY IDA	Gov. Securities	DC	$1,001 - $15,000	NONE
Triborough Bridge & Tunnel Authority NY	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
West Virginia EDA West Virginia Student Loan Trust FD Christopher J Lee Family Trust West Virginia, US	Gov. Securities	DC	$15,001 - $50,000	Interest $1 - $200
Fidelity Money Market	Mutual Funds	Self	$100,001 - $250,000	Dividends/Interest and Capital Gains $2,501 - $5,000
Summit Rock Strategic Fixed Income Fund LP	Retirement & Pension	Self	$250,001 - $500,000	None
Loomis Sayles Credit Asset Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends/Interest/Capital Gains $15,001 - $50,000
iShares Russell 3000 Index ETF(IWV)	ETFs	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
iShares MSCI EAFE ETF(EFA)	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
iShares MSCI Emerging Market ETF(EEM)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Summit Rock Select Equity LP	Retirement & Pension	Self	$1,000,001 - $5,000,000	None
Summit Rock Hedged Equity LP	Retirement & Pension	Self	$5,000,001 - $25,000,000	None
Summit Rock Diversified Strategies LP	Retirement & Pension	Self	$5,000,001 - $25,000,000	None
Summit Rock Private Equity LP	Retirement & Pension	Self	$100,001 - $250,000	None
HSBC Cohen & Steers Realty	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Summit Rock Real Assets Fund I	Retirement & Pension	Self	$50,001 - $100,000	None
Summit Rock Balanced Reserves LP	Retirement & Pension	Self	$250,001 - $500,000	Dividends/Interest/Capital Gains $2,501 - $5,000
Bernstein Brokerage Cash Balance	Bank & Cash	Self	$1,001 - $15,000	Dividends/Interest $201 - $1,000
California Econ Recovery	Gov. Securities	Self	$15,001 - $50,000	None
California Statewide Communities Dev Auth	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Camino Real Regl Mob Auth	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Chicago IL Transp Auth	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Citizens Ppty Ins Corp FL	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Clark Cnty NV Arpt	Gov. Securities	Self	$1,001 - $15,000	None
Florida Dep Florida Forever	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Federal Home Loan Bank	Gov. Securities	Self	N/A	Interest/Capital Gains $201 - $1,000
Florida Hurricane Catastrophe	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Fulton Cnty GA Dev Auth	Gov. Securities	Self	$15,001 - $50,000	None
Houston TX Apts Sys Houston, TX, US	Gov. Securities	Self	$1,001 - $15,000	None
Health Care Auth for Baptist	Gov. Securities	Self	N/A	Interest $1 - $200
Jacksonville FL Elec Auth Jacksonville, FL, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jefferson LA Muni Jefferson, LA, US	Gov. Securities	Self	$5,001 - $15,000	Interest $201 - $1,000
Long Island Pwr Auth NY Long Island, NY, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Metropolitan Trnsp Auth NY NY, US	Gov. Securities	Self	$5,001 - $15,000	Interest $201 - $1,000
Milwaukee Cnty FL Aviation Auth Milwaukee County, FL, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Muni Electric Auth of GA GA, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Nassau Cnty NY Nassau County, NY, US	Gov. Securities	Self	$5,001 - $15,000	None
New York NY City Mun Wtr Fin Auth New York, NY, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
New Jersey Ed Fac Auth NJ, US	Gov. Securities	Self	N/A	Interest $1 - $200
New York NY New York, NY, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
New York NY New York, NY, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
New York NY Hlt H & Hosp Corp New York, NY, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
New York NY Trnsl Fin Auth New York, NY, US	Gov. Securities	Self	$15,001 - $50,000	Interest/Capital Gains $2,501 - $5,000
New York St Dorm Auth	Gov. Securities	Self	$15,001 - $50,000	INT/CAPIT GAINS $1,001 - $2,500
New York St Environmental Facs	Gov. Securities	Self	$50,001 - $100,000	INT/CAPIT GAINS $2,501 - $5,000
New York St Thruway Auth	Gov. Securities	Self	$50,001 - $100,000	INTEREST $201 - $1,000
North Carolina Eastn Mun Pwr	Gov. Securities	Self	$15,001 - $50,000	None
New York St Loc Govt Asst Corp	Gov. Securities	Self	N/A	INTEREST/CAPIT GAINS $201 - $1,000
Ohio Air Quality Dev Auth	Gov. Securities	Self	$1,001 - $15,000	INTEREST $201 - $1,000
Onondaga Cnty NY	Gov. Securities	Self	$15,001 - $50,000	None
Port Authority of NY & NJ	Gov. Securities	Self	$15,001 - $50,000	INTEREST $1 - $200
Oregon Health Sciences Univ	Gov. Securities	Self	$50,001 - $100,000	INTEREST $1 - $200
Puerto Rico Comwlth	Gov. Securities	Self	$15,001 - $50,000	INTEREST $201 - $1,000
Puerto Rico Sales Tax Fin Corp	Gov. Securities	Self	$15,001 - $50,000	None
Texas Transp Comm Central Texas Turnpike	Gov. Securities	Self	$15,001 - $50,000	INTEREST $201 - $1,000
Tompkins Cnty NY IDA	Gov. Securities	Self	$1,001 - $15,000	None
Triborough Brdg & Tunl Auth NY	Gov. Securities	Self	$15,001 - $50,000	INTEREST $201 - $1,000
Western Virginia Development Authority (VRA/VCON Dev Auth)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Charitable Trust FBO Christopher Lee – Interest in Lee Family Investment LLC	LLC / Partnership	Self	$1,001 - $15,000	Dividends/Interest $1,001 - $2,500
Fidelity Money Market	Mutual Funds	Self	$100,001 - $250,000	Dividends/Interest $1,001 - $2,500
Summit Rock Strategic Fixed Income LP	LLC / Partnership	Self	$100,001 - $250,000	None
Loomis Sayles Credit Asset Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends/Interest/Capital Gains $5,001 - $15,000
iShares Russell 3000 Index ETF(IWV)	ETFs	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
iShares MSCI EAFE ETF(EFA)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares MSCI Emerging Markets ETF(EEM)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Summit Rock Select Equity LP	LLC / Partnership	Self	$500,001 - $1,000,000	None
Summit Rock Hedged Equity LP	LLC / Partnership	Self	$500,001 - $1,000,000	None
Summit Rock Diversified Strategies LP	LLC / Partnership	Self	$250,001 - $500,000	None
Summit Rock Private Equity LP	Retirement & Pension	Self	$1,001 - $15,000	None
Summit Rock Balanced Reserves LP	LLC / Partnership	Self	$100,001 - $250,000	Dividends/Interest/Capital Gains $5,001 - $15,000
Berkstein Brokerage Cash Balance	Bank & Cash	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Alamo Real Regl Mob	Other	Self	$15,001 - $50,000	Interest $1 - $200
California Statewide CDA	Other	Self	N/A	Interest $1 - $200
Chicago IL Transp Auth Chicago, IL, US	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Citizens Prop Ins Corp FL FL, US	Other	Self	$5,001 - $15,000	Interest $201 - $1,000
Clark Cnty NV Arpt Clark County, NV, US	Other	Self	$1,001 - $15,000	None
Energy Northwest WA WA, US	Other	Self	N/A	Interest/Capital Gains $201 - $1,000
Federal Home Loan Bank	Gov. Securities	Self	N/A	Interest $1 - $200
Florida Dept Florida Forever FL, US	Other	Self	$15,001 - $50,000	Interest $1 - $200
Fulton Cnty GA Dev Auth Hurricane Catastrophe Fulton County, GA, US	Other	Self	$50,000 - $100,000	None
Houston TX Arpt Sys Houston, TX, US	Other	Self	$15,001 - $50,000	None
Health Care Auth for Baptist	Other	Self	N/A	Interest $1 - $200
Jacksonville FL Elec Auth Jacksonville, FL, US	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Jefferson LA Muni	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Long Island Power Authority	Gov. Securities	Joint	$1,001 - $15,000	Interest/Capital Gains $1,001 - $2,500
Metropolitan Transportation Authority NY	Gov. Securities	Joint	$15,001 - $50,000	Interest/Capital Gains $201 - $1,000
Miami-Dade County FL Aviation Revenue	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Municipal Electric Authority of Georgia	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
New York NY	Gov. Securities	Joint	$15,001 - $50,000	Interest/Capital Gains $2,501 - $5,000
Nassau County NY	Gov. Securities	Joint	N/A	None
New Jersey Educational Facilities Authority	Gov. Securities	Joint	N/A	Interest $1 - $200
New York NY City Municipal Water	Gov. Securities	Joint	$15,001 - $50,000	Interest/Capital Gains $1,001 - $2,500
New York NY Health & Hospitals	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
New York NY Transit Finance Authority	Gov. Securities	Joint	$1,001 - $15,000	Interest/Capital Gains $5,001 - $15,000
New York State Dormitory Authority	Gov. Securities	Joint	$15,001 - $50,000	Interest/Capital Gains $1,001 - $2,500
New York State Environmental Facilities	Gov. Securities	Joint	$15,001 - $50,000	Interest $2,501 - $5,000
North Carolina Eastern Municipal Power	Gov. Securities	Self	$15,001 - $50,000	None
North Carolina Mun Pwr	Gov. Securities	Self	$15,001 - $50,000	None
New York St Loc Govt Asst Corp New York, US	Gov. Securities	Self	$50,001 - $100,000	Interest/Capital Gains $1,001 - $2,500
New York St Thruway New York, US	Gov. Securities	Self	N/A	Interest $5,001 - $15,000
Ohio Ar Quality Dev Auth Ohio, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Onondaga Cnty NY Onondaga County, NY, US	Gov. Securities	Self	N/A	Interest/Capital Gains $1,001 - $2,500
Oregon Hlth Sciences Univ Oregon, US	Gov. Securities	Self	N/A	Interest $1 - $200
NJ Authority of NY & NJ New York/New Jersey, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Puerto Rico Comwlth Puerto Rico, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Puerto Rico Pub Bldgs Auth Puerto Rico, US	Gov. Securities	Self	$1,001 - $15,000	None
Puerto Rico Sales Tax Fin Corp Puerto Rico, US	Gov. Securities	Self	$15,001 - $50,000	None
Texas Transp Comm; Central Texas Turnpike Texas, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Tobacco Settlement Fin Corp NY New York, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Tompkins Cnty NY IDA Tompkins County, NY, US	Gov. Securities	Self	$15,001 - $50,000	None
West Virginia Econ Dev Auth West Virginia, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Triborough Bridge & Tunnel Authority NY NY, US	Gov. Securities	Self	N/A	Interest/Capital Gains $2,501 - $5,000
Berkshire Hathaway Inc.(BRK.B)	Stocks	Spouse	$1,001 - $15,000	None
Walt Disney Company(DIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Middleby Corp(MIDD)	Stocks	Spouse	$1,001 - $15,000	None
Cash Money Market	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Internet Initiative Japan(IIJIY)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
iShares Trust FTSE/Xinhua China 25 Index Fund(FXI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Trust MSCI Emerging Markets Index Fund(EEM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Trust S&P Global Telecommunications Sector Index Fund(IXJ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares S&P Global Materials Sector Index Fund(MXI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares S&P North American Natural Resources Sector Index Fund(IGE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Cash Money Market Individual Account (3)	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Quantum Fuel Systems Technologies Worldwide(QTWW)	Stocks	Self	$1,001 - $15,000	None
Principal Financial Group(PFG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Residential Property Lancaster, NY, US	Real Estate	Self	$100,001 - $250,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
HSBC Mortgage Corp	mortgage	$100,001 - $250,000	—	—

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).