Carlos A Monje
SWMRX × 6 Twitter (TWTR) Stock × 5 view in graph
11trades · $1.2M est.
$1.7Mest. assets · Termination
Since nomination
Nominee 278 (04/30/2021) vs TerminationDivested
5 positions · $523K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Twitter, Inc. TWTR | Employment assets | Self | $250K – $500K |
| Savings Account, U.S. bank (cash) | Other assets | — | $50K – $100K |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Employment assets | Self | $15K – $50K |
| Breakthrough LLC (Consulting) (dormant) | Spouse's assets | Spouse | $15K – $50K |
| Money Market, U.S. bank (cash) | Other assets | — | $1K – $15K |
Held at termination
11 positions · $847.5K est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| BlackRock LifePath Index 2045 Fund Institutional Shares LIHIX | Spouse's assets | Spouse | $100K – $250K | $250K – $500K |
| T. Rowe Price Retirement 2045 Trust (Class F) | Employment assets | Self | $100K – $250K | $100K – $250K |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Employment assets | Self | $250K – $500K | $50K – $100K |
| Vanguard Target Retirement 2050 Fund Investor Class Shares VFIFX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Target Retirement 2050 Fund Investor Class Shares VFIFX | Spouse's assets | Spouse | $1K – $15K | $50K – $100K |
| 2034 Portfolio | Other assets | — | $15K – $50K | $15K – $50K |
| Checking Account, U.S. bank (cash) | Other assets | — | $50K – $100K | $1K – $15K |
| Checking Account, U.S. bank (cash) | Other assets | — | $15K – $50K | $1K – $15K |
| Transamerica Asset Allocation - Growth Portfolio Class A Shares IAAAX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Checking Account US Bank (cash) | Other assets | — | $1K – $15K | $1K – $15K |
| 2037 Portfolio | Other assets | — | $1K – $15K | $1K – $15K |
New positions
7 positions · $806.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Investor Class Shares 9VTIVX) | Employment assets | Self | $250K – $500K |
| Schwab Target 2045 Fund SWMRX | Employment assets | Self | $250K – $500K |
| 2034 Portfolio | Spouse's assets | Spouse | $15K – $50K |
| 2037 Portfolio | Spouse's assets | Spouse | $1K – $15K |
| Principal Fixed Income Guaranteed OptionCore Plus Bond Fund Fee Class I1 | Spouse's assets | Spouse | $1K – $15K |
| Vanguard Equity-Income Adm Fund | Spouse's assets | Spouse | $1K – $15K |
| Principal (c) Account | Spouse's assets | Spouse | $1K – $15K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| SWMRX Schwab Target 2045 Fund | Sell | $15K – $50K | — | Aug 29, 2022 | filing ↗ |
| SWMRX Schwab Target 2045 Fund | Sell | $15K – $50K | — | Apr 11, 2022 | filing ↗ |
| SWMRX Schwab Target 2045 Fund | Sell | $15K – $50K | — | Dec 30, 2021 | filing ↗ |
| SWMRX Schwab Target 2045 Fund | Buy | $100K – $250K | — | May 27, 2021 | filing ↗ |
| Twitter (TWTR) Stock | Sell | $50K – $100K | — | May 27, 2021 | filing ↗ |
| SWMRX Schwab Target 2045 Fund | Buy | $100K – $250K | — | May 26, 2021 | filing ↗ |
| Twitter (TWTR) Stock | Sell | $15K – $50K | — | May 26, 2021 | filing ↗ |
| Twitter (TWTR) Stock | Sell | $50K – $100K | — | May 25, 2021 | filing ↗ |
| SWMRX Schwab Target 2045 Fund | Buy | $100K – $250K | — | May 24, 2021 | filing ↗ |
| Twitter (TWTR) Stock | Sell | $100K – $250K | — | May 24, 2021 | filing ↗ |
| Twitter (TWTR) Stock | Sell | $100K – $250K | — | May 20, 2021 | filing ↗ |
Asset holdings
Termination · filed —All positions
28 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Roth IRA | Self | — | — |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Self | $50K – $100K | $1K – $2.5K |
| Twitter 401(k) | Self | — | — |
| T. Rowe Price Retirement 2045 Trust (Class F) | Self | $100K – $250K | $2.5K – $5K |
| Joint IRA Account | Self | — | — |
| Vanguard Target Retirement 2045 Fund Investor Class Shares 9VTIVX) | Self | $250K – $500K | $5K – $15K |
| Vanguard Target Retirement 2050 Fund Investor Class Shares VFIFX | Self | $50K – $100K | $1K – $2.5K |
| Schwab Target 2045 Fund SWMRX | Self | $250K – $500K | $15K – $50K |
| Simple IRA | Spouse | — | — |
| Transamerica Asset Allocation - Growth Portfolio Class A Shares IAAAX | Spouse | $1K – $15K | — |
| Roth IRA | Spouse | — | — |
| Vanguard Target Retirement 2050 Fund Investor Class Shares VFIFX | Spouse | $50K – $100K | $1K – $2.5K |
| Obama Foundation 401(k) | Spouse | — | — |
| BlackRock LifePath Index 2045 Fund Institutional Shares LIHIX | Spouse | $250K – $500K | $1K – $2.5K |
| Share Our Strength (nonprofit) | Spouse | — | Salary |
| DC College Savings Plan (529) | Spouse | — | — |
| 2037 Portfolio | Spouse | $1K – $15K | — |
| 2034 Portfolio | Spouse | $15K – $50K | — |
| Share Our Strength 401 K | Spouse | — | — |
| Principal (c) Account | Spouse | $1K – $15K | — |
| Principal Fixed Income Guaranteed OptionCore Plus Bond Fund Fee Class I1 | Spouse | $1K – $15K | — |
| Vanguard Equity-Income Adm Fund | Spouse | $1K – $15K | — |
| Checking Account, U.S. bank (cash) | — | $1K – $15K | — |
| Checking Account, U.S. bank (cash) | — | $1K – $15K | — |
| DC College Savings Plan (529) | — | — | — |
| 2037 Portfolio | — | $1K – $15K | — |
| 2034 Portfolio | — | $15K – $50K | — |
| Checking Account US Bank (cash) | — | $1K – $15K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.