Thomas A. Monheim
Intelligence Community Inspector General
Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $1.1 M - $2.8 M
Salary
- Unknown
Employment
- Started 09/30/2021
Financial Disclosure Details - OGE Form 278e (03/12/2022)
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 | Roth IRA | |||
1.1 | Fidelity ZERO Total Market Index Fund (FZROX) | $100,001 - $250,000 | None (or less than $201) | |
2 | King & Spalding LLP | |||
2.1 | TRowe Price Spectrum Moderate All | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Galliard Retirement Income Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | District of Columbia, District of Columbia | I will continue to participate in this defined contribution plan, but the firm ceased making contributions upon my separation. | 8/1999 |
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 | Fairfax County Public Schools | salary | ||
2 | Roth IRA (spouse) | |||
2.1 | Fidelity Magellan Fund (FMAGX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Fidelity Telecommunications Portfolio (FSTCX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Rollover IRA (spouse) | |||
3.1 | Fidelity Focused Stock Fund (FTQGX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Fairfax County Public Schools, defined benefit plan (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Government Money Market Fund (SPAXX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Fidelity Diversified International Fund (FDIVX) | $50,001 - $100,000 | $1,001 - $2,500 | |
3 | Fidelity Asset Manager 50% (FASMX) | $50,001 - $100,000 | $1,001 - $2,500 | |
4 | Fidelity Contrafund (FCNTX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Fidelity Low-Priced Stock Fund (FLPSX) | $50,001 - $100,000 | $5,001 - $15,000 | |
6 | Fidelity Technology Portfolio (FSPTX) | $15,001 - $50,000 | $2,501 - $5,000 | |
7 | Fidelity Health Care Portfolio (FSPHX) | $15,001 - $50,000 | None (or less than $201) | |
8 | Fidelity IT Services Portfolio (FBSOX) | $15,001 - $50,000 | $1,001 - $2,500 | |
9 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | None (or less than $201) | |
10 | Fidelity Value Fund (FDVLX) | $100,001 - $250,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Defense and Aerospace Portfolio (FSDAX) | Sale | 11/08/2021 | $15,001 - $50,000 |
2 | Fidelity 500 Index Fund (FXAIX) | Purchase | 11/08/2021 | $15,001 - $50,000 |
3 | Fidelity IT Services Portfolio (FBSOX) | Sale | 04/26/2021 | $1,001 - $15,000 |
4 | Fidelity Asset Manager 70% (FASGX) | Sale | 12/03/2021 | $100,001 - $250,000 |
5 | Fidelity Independence Fund (FDFFX) | Sale | 12/03/2021 | $50,001 - $100,000 |
6 | Fidelity ZERO Total Market Index Fund (FZROX) | Purchase | 12/03/2021 | $100,001 - $250,000 |
7 | Fidelity Magellan Fund (FMAGX) | Purchase | 12/03/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Home Finance | $100,001 - $250,000 | 2012 | 15 years |
2 | US Bank | $100,001 - $250,000 | 2010 | 15 years |
3 | Green Sky (Thompson Creek Windows) | $15,001 - $50,000 | 2021 | 18 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 2 | I was temporarily placed in this billet from the time I was nominated by the President (in May 2021) until I was confirmed by the Senate (in September 2021) for my current position as Inspector General of the Intelligence Community. |
6 | 10 | Value of fund increased as a result of market fluctuation and purchasing of some additional shares throughout the year, all under the $1000 reporting threshold. |
6 | 11 | Value of fund increased as a result of market fluctuation and purchasing of some additional shares throughout the year, all under the $1000 reporting threshold. |
7 | 1 | Per the Ethics Agreement during my nomination process, and pursuant to a Certificate of Divestiture from the Office of Government Ethics after my Senate confirmation, I sold all of my shares of the Fidelity Select Defense & Aerospace Portfolio Fund. I reinvested the proceeds into the Fidelity 500 Index Fund (FXAIX). |
7 | 2 | Per the Ethics Agreement during my nomination process, and pursuant to a Certificate of Divestiture from the Office of Government Ethics after my Senate confirmation, I sold all of my shares of the Fidelity Select Defense & Aerospace Portfolio Fund. I reinvested the proceeds into the Fidelity 500 Index Fund (FXAIX). |
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