Carlos Monje
Under Secretary of Transportation for Policy (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $649 K - $1.6 M
Salary
  • 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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