Monje, Carlos A
Under Secretary for Policy
Disclosed trades
11
Purchases (all, mid $)
$525K
Sales (all, mid $)
$630K
Disclosed assets
106
All disclosed trades
Every extracted transaction (11 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 11 of 11 matching rows — search reaches all 11
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2022-08-29 | Monje, Carlos A | Under Secretary for Policy | Schwab Target 2045 Fund (SWMRX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:22 | |
| 2022-04-11 | Monje, Carlos A | Under Secretary for Policy | Schwab Target 2045 Fund (SWMRX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:22 | |
| 2021-12-30 | Monje, Carlos A | Under Secretary for Policy | Schwab Target 2045 Fund (SWMRX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:22 | |
| 2021-05-27 | Monje, Carlos A | Under Secretary for Policy | Twitter (TWTR) Stock | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:22 | |
| 2021-05-27 | Monje, Carlos A | Under Secretary for Policy | Schwab Target 2045 Fund (SWMRX) | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:22 | |
| 2021-05-26 | Monje, Carlos A | Under Secretary for Policy | Twitter (TWTR) Stock | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:22 | |
| 2021-05-26 | Monje, Carlos A | Under Secretary for Policy | Schwab Target 2045 Fund (SWMRX) | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:22 | |
| 2021-05-25 | Monje, Carlos A | Under Secretary for Policy | Twitter (TWTR) Stock | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:22 | |
| 2021-05-24 | Monje, Carlos A | Under Secretary for Policy | Twitter (TWTR) Stock | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:22 | |
| 2021-05-24 | Monje, Carlos A | Under Secretary for Policy | Schwab Target 2045 Fund (SWMRX) | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:22 | |
| 2021-05-20 | Monje, Carlos A | Under Secretary for Policy | Twitter (TWTR) Stock | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:22 |
Assets & income
Everything disclosed across this official's filings
showing 106 of 106 matching rows — search reaches all 106
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Monje, Carlos A | Schwab Target 2045 Fund (SWMRX) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Schwab Target 2045 Fund (SWMRX) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Target Retirement 2045 Fund Investor Class Shares 9VTIVX) | $250,001 - $500,000 | $375K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Schwab Target 2045 Fund (SWMRX) | $250,001 - $500,000 | $375K | – | 2026-05-04 23:21 |
| Monje, Carlos A | BlackRock LifePath Index 2045 Fund Institutional Shares (LIHIX) | $250,001 - $500,000 | $375K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Twitter, Inc. (TWTR) | $250,001 - $500,000 | $375K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $250,001 - $500,000 | $375K | – | 2026-07-18 19:13 |
| Monje, Carlos A | T. Rowe Price Retirement 2045 Trust (Class F) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Target Retirement 2045 Fund Investor Class Shares 9VTIVX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monje, Carlos A | BlackRock LifePath Index 2045 Fund Institutional Shares (LIHIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monje, Carlos A | T. Rowe Price Retirement 2045 Trust (Class F) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Target Retirement 2045 Fund Investor Class Shares 9VTIVX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monje, Carlos A | BlackRock LifePath Index 2045 Fund Institutional Shares (LIHIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:22 |
| Monje, Carlos A | T. Rowe Price Retirement 2045 Trust (Class F) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:21 |
| Monje, Carlos A | T. Rowe Price Retirement 2045 Trust (Class F) | $100,001 - $250,000 | $175K | – | 2026-07-18 19:13 |
| Monje, Carlos A | BlackRock LifePath Index 2045 Fund Institutional Shares (LIHIX) | $100,001 - $250,000 | $175K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $50,001 - $100,000 | $75K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Savings Account, U.S. bank (cash) | $50,001 - $100,000 | $75K | Interest | 2026-07-18 19:13 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $50,001 - $100,000 | $75K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monje, Carlos A | 2034 Portfolio | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monje, Carlos A | 2034 Portfolio | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monje, Carlos A | 2034 Portfolio | $15,001 - $50,000 | $33K | – | 2026-05-04 20:22 |
| Monje, Carlos A | 2034 Portfolio | $15,001 - $50,000 | $33K | – | 2026-05-04 23:21 |
| Monje, Carlos A | 2034 Portfolio | $15,001 - $50,000 | $33K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Breakthrough LLC (Consulting) (dormant) | $15,001 - $50,000 | $33K | Business Income | 2026-07-18 19:13 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $15,001 - $50,000 | $33K | – | 2026-07-18 19:13 |
| Monje, Carlos A | 2034 Portfolio | $15,001 - $50,000 | $33K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Transamerica Asset Allocation - Growth Portfolio Class A Shares (IAAAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | 2037 Portfolio | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Transamerica Asset Allocation - Growth Portfolio Class A Shares (IAAAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | 2037 Portfolio | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Principal (c) Account | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Principal Fixed Income Guaranteed OptionCore Plus Bond Fund Fee Class I1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Vanguard Equity-Income Adm Fund | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | 2037 Portfolio | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Checking Account US Bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:22 |
| Monje, Carlos A | Transamerica Asset Allocation - Growth Portfolio Class A Shares (IAAAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | 2037 Portfolio | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Principal (c) Account | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Principal Fixed Income Guaranteed OptionCore Plus Bond Fund Fee Class I1 | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Vanguard Equity-Income Adm Fund | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | 2037 Portfolio | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Checking Account US Bank (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:21 |
| Monje, Carlos A | Transamerica Asset Allocation - Growth Portfolio Class A Shares (IAAAX) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Checking Account, U.S. bank (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:13 |
| Monje, Carlos A | 2037 Portfolio | $1,001 - $15,000 | $8K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Money Market, U.S. bank (cash) | $1,001 - $15,000 | $8K | – | 2026-07-18 19:13 |
| Monje, Carlos A | Twitter, Inc. (TWTR) | $0 - $1,000 | $500 | Capital Gains | 2026-05-04 20:22 |
| Monje, Carlos A | PT Fund, Inc. | – | – | Salary | 2026-05-04 20:22 |
| Monje, Carlos A | Roth IRA | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Twitter 401(k) | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Joint IRA Account | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Simple IRA | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Roth IRA | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Obama Foundation 401(k) | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | PT Fund, Inc. | – | – | Salary | 2026-05-04 20:22 |
| Monje, Carlos A | DC College Savings Plan (529) | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Roth IRA | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Twitter 401(k) | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Joint IRA Account | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Simple IRA | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Roth IRA | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Obama Foundation 401(k) | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Share Our Strength (nonprofit) | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | DC College Savings Plan (529) | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Share Our Strength 401 K | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | DC College Savings Plan (529) | – | – | – | 2026-05-04 20:22 |
| Monje, Carlos A | Roth IRA | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | Twitter 401(k) | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | Joint IRA Account | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | Simple IRA | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | Roth IRA | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | Obama Foundation 401(k) | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | Share Our Strength (nonprofit) | – | – | Salary | 2026-05-04 23:21 |
| Monje, Carlos A | DC College Savings Plan (529) | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | Share Our Strength 401 K | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | DC College Savings Plan (529) | – | – | – | 2026-05-04 23:21 |
| Monje, Carlos A | District of Columbia, Paid Family Leave | – | – | Government benefit pay | 2026-07-18 19:13 |
| Monje, Carlos A | Twitter, Inc. | – | – | Salary/Bonus | 2026-07-18 19:13 |
| Monje, Carlos A | PT Fund, Inc. | – | – | Salary | 2026-07-18 19:13 |
| Monje, Carlos A | Roth IRA | – | – | – | 2026-07-18 19:13 |
| Monje, Carlos A | Twitter 401(k) | – | – | – | 2026-07-18 19:13 |
| Monje, Carlos A | Joint IRA Account | – | – | – | 2026-07-18 19:13 |
| Monje, Carlos A | Obama Foundation | – | – | Salary | 2026-07-18 19:13 |
| Monje, Carlos A | Civic Nation | – | – | Consulting fees | 2026-07-18 19:13 |
| Monje, Carlos A | Simple IRA | – | – | – | 2026-07-18 19:13 |
| Monje, Carlos A | Roth IRA | – | – | – | 2026-07-18 19:13 |
| Monje, Carlos A | Obama Foundation 401(k) | – | – | – | 2026-07-18 19:13 |
| Monje, Carlos A | DC College Savings Plan (529) | – | – | – | 2026-07-18 19:13 |
Liabilities
showing 12 of 12 matching rows — search reaches all 12
| Official | Creditor | Type | Amount (band) | Mid $ ▼ | Year | Rate | Processed (UTC) |
|---|---|---|---|---|---|---|---|
| Monje, Carlos A | Wells Fargo | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2020 | 3.125 | 2026-05-04 20:22 |
| Monje, Carlos A | Wells Fargo | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2020 | 3.125 | 2026-05-04 20:22 |
| Monje, Carlos A | Wells Fargo | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2020 | 3.125 | 2026-05-04 23:21 |
| Monje, Carlos A | Wells Fargo | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2020 | 3.125 | 2026-07-18 19:13 |
| Monje, Carlos A | Wells Fargo | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2011 | 4.25 | 2026-07-18 19:13 |
| Monje, Carlos A | Wells Fargo (HELOC) | Exercised Line of Credit | $15,001 - $50,000 | $33K | 2014 | 3.25 | 2026-05-04 20:22 |
| Monje, Carlos A | Wells Fargo (HELOC) | Exercised Line of Credit | $15,001 - $50,000 | $33K | 2014 | 3.25 | 2026-05-04 20:22 |
| Monje, Carlos A | Wells Fargo (HELOC) | Exercised Line of Credit | $15,001 - $50,000 | $33K | 2014 | 3.25 | 2026-05-04 23:21 |
| Monje, Carlos A | Wells Fargo (HELOC) | Exercised Line of Credit | $15,001 - $50,000 | $33K | 2014 | 3.25 | 2026-07-18 19:13 |
| Monje, Carlos A | 4 | Mutual funds purchased to replace TW | – | – | Mutual fu | Mutual funds | 2026-05-04 23:21 |
| Monje, Carlos A | 6.1 | Mix of Assets Managed by Principal G | – | – | Mix of As | Mix of Asset | 2026-05-04 23:21 |
| Monje, Carlos A | 6.1 | Includes funds run by Great Gray Tru | – | – | Includes | Includes fun | 2026-05-04 23:21 |
Positions held outside government
showing 8 of 8 matching rows — search reaches all 8
| Official ▲ | Organization | Position | Org type | From | To | Processed (UTC) |
|---|---|---|---|---|---|---|
| Monje, Carlos A | PT Fund, Inc. | Director of Domestic/Econo mic Agency Re | Non-Profit | 9/2020 | 1/2021 | 2026-05-04 20:22 |
| Monje, Carlos A | The Corps Network | Vice Chair Board of Directors | Non-Profit | 5/2019 | 9/2021 | 2026-05-04 20:22 |
| Monje, Carlos A | Results for America | Board Member | Non-Profit | 8/2019 | 9/2021 | 2026-05-04 20:22 |
| Monje, Carlos A | Twitter, Inc. | Director, Public Policy & Philanthropy, | Corporation | 3/2017 | 9/2020 | 2026-07-18 19:13 |
| Monje, Carlos A | The Corps Network | Vice Chair Board of Directors | Non-Profit | 5/2019 | Present | 2026-07-18 19:13 |
| Monje, Carlos A | Results for America | Board member | Non-Profit | 8/2019 | Present | 2026-07-18 19:13 |
| Monje, Carlos A | PT Fund, Inc. | Director of Domestic / Economic Agency R | Non-Profit | 9/2020 | 1/2021 | 2026-07-18 19:13 |
| Monje, Carlos A | Internet Association | Member of the Board of Directors | Non-Profit | 3/2017 | 9/2020 | 2026-07-18 19:13 |
Employment agreements & arrangements
showing 5 of 5 matching rows — search reaches all 5
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Monje, Carlos A | Twitter 401(k) | 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 | 2026-05-04 20:22 |
| Monje, Carlos A | Twitter 401(k) | 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 | 2026-05-04 20:22 |
| Monje, Carlos A | Twitter 401(k) | 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 | 2026-05-04 23:21 |
| Monje, Carlos A | JP Morgan Chase | I have signed an agreement to be a Managing Director at JP Morgan Chase. | 4/2024 | 2026-05-04 23:21 |
| Monje, Carlos A | Twitter 401(k) | 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 | 2026-07-18 19:13 |
Source: U.S. Office of Government Ethics (public financial disclosure reports). Officials disclose amounts as ranges; dollar figures use range midpoints. Figures are informational estimates and may contain extraction errors. Nothing here is investment advice or an accusation of wrongdoing.