Carlos Monje
Under Secretary of Transportation for Policy (Departed Administration)
Estimated Net Worth
- $649 K - $1.6 M
Salary
- Unknown
Employment
- 06/24/2021 - 04/05/2024
Departed Administration
- Yes
Post Appointment Role
- Head of the PolicyCenter (JPMorgan Chase's Corporate Responsibility Team)
Financial Disclosure Details - OGE Form 278e (05/12/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director of Domestic/Econo mic Agency Review | 1/2021 | |
2 | Washington, District of Columbia | Vice Chair Board of Directors | 9/2021 | |
3 | Washington, District of Columbia | Board Member | 9/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Twitter, Inc. (TWTR) | None (or less than $1,001) | Capital Gains | $100,001 - $1,000,000 |
2 | PT Fund, Inc. | Salary | $8,088 | |
3 | Roth IRA | |||
3.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Twitter 401(k) | |||
4.1 | T. Rowe Price Retirement 2045 Trust (Class F) | $100,001 - $250,000 | None (or less than $201) | |
5 | Joint IRA Account | |||
5.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares 9VTIVX) | $100,001 - $250,000 | None (or less than $201) | |
5.2 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $50,001 - $100,000 | None (or less than $201) | |
6 | Schwab Target 2045 Fund (SWMRX) | $250,001 - $500,000 | $15,001 - $50,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Francisco, California | I will continue to participate in this defined contribution plan. My former employer has not made any further contributions to this plan following my separation from the company. | 3/2017 |
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 | Simple IRA | |||
1.1 | Transamerica Asset Allocation - Growth Portfolio Class A Shares (IAAAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Obama Foundation 401(k) | |||
3.1 | BlackRock LifePath Index 2045 Fund Institutional Shares (LIHIX) | $100,001 - $250,000 | None (or less than $201) | |
4 | PT Fund, Inc. | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | DC College Savings Plan (529) | |||
3.1 | 2037 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.2 | 2034 Portfolio | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Twitter (TWTR) Stock | Sale | 05/20/2021 | $100,001 - $250,000 |
2 | Twitter (TWTR) Stock | Sale | 05/24/2021 | $100,001 - $250,000 |
3 | Twitter (TWTR) Stock | Sale | 05/25/2021 | $50,001 - $100,000 |
4 | Twitter (TWTR) Stock | Sale | 05/26/2021 | $15,001 - $50,000 |
5 | Twitter (TWTR) Stock | Sale | 05/27/2021 | $50,001 - $100,000 |
6 | Schwab Target 2045 Fund (SWMRX) | Sale | 12/30/2021 | $15,001 - $50,000 |
7 | Schwab Target 2045 Fund (SWMRX) | Purchase | 05/24/2021 | $100,001 - $250,000 |
8 | Schwab Target 2045 Fund (SWMRX) | Purchase | 05/26/2021 | $100,001 - $250,000 |
9 | Schwab Target 2045 Fund (SWMRX) | Purchase | 05/27/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2020 | 15 years |
2 | Wells Fargo (HELOC) | $15,001 - $50,000 | 2014 | on demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | All work for this position was concluded in late 2020. Formal resignation letter was submitted in September 2021. |
1 | 3 | All work for this position was concluded in late 2020. Formal resignation letter was submitted in September 2021. |
2 | 1 | Divested Twitter Stock because of spouse's recusal obligations. |
2 | 6 | Mutual funds purchased to replace TWTR stock divestiture. |
5 | 4 | This entry was inadvertently omitted from Part 5 of my Nominee Report and from the New Entrant Report that I previously filed in connection with a Senior Advisor position that I held with the Department of Transportation. |
7 | 1 | Divestiture directed by counsel related to my spouse’s Federal employment |
7 | 2 | Divestiture directed by counsel related to my spouse’s Federal employment |
7 | 3 | Divestiture directed by counsel related to my spouse’s Federal employment |
7 | 4 | Divestiture directed by counsel related to my spouse’s Federal employment |
7 | 5 | Divestiture directed by counsel related to my spouse’s Federal employment |
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