Jon I. Monger
Assistant Deputy Administrator (Departed Administration)
Estimated Net Worth
- $188 K - $595 K
Salary
- Unknown
Employment
- 08/01/2021 - 08/01/2023
Departed Administration
- Yes
Post Appointment Role
- Director (Montgomery County Government Department of Enviornmental Protection)
Records
Financial Disclosure Details - OGE Form 278e (06/26/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (DFVQX) DFA INTL VECTOR EQUITY PORT | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | (DFCEX) DFA EMERGING MARKETS CORE EQUITY PORTFOLIO | $15,001 - $50,000 | $201 - $1,000 | |
3 | (DFLVX) DFA US LARGE CAP VALUE PRTF INSTL | $1,001 - $15,000 | $1,001 - $2,500 | |
4 | (DFAPX) DFA INVESTMENT GRADE PORTFOLIO INSTL | $15,001 - $50,000 | $201 - $1,000 | |
5 | (VEA) VANGUARD FTSE DEVELOPED MARKET ETF | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | (VOT) VANGUARD INDEX FDS MIDCAP GROWTH INDEX | $15,001 - $50,000 | None (or less than $201) | |
7 | (VUG) VANGUARD INDEX FDS VANGUARD GROWTH/ VIPERS FORMERLY VANGUARD INDEX TR | $15,001 - $50,000 | None (or less than $201) | |
8 | (VTI) VANGUARD INDEX FDS VANGUARD GROWTH/ VIPERS FORMERLY VANGUARD TOTAL STK/ MKT ETF | $50,001 - $100,000 | $201 - $1,000 | |
9 | Tax-Managed US Marketwide Value Portfolio II Institutional Class Shares (DFMVX) | $15,001 - $50,000 | None (or less than $201) | |
10 | DFA Short-Term Extended Quality Portfolio Institutional Class Shares (DFEQX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | DFA Tax Managed US Targeted Value Port (DTMVX) | Sale | 01/27/2021 | $1,001 - $15,000 |
2 | DFA Investment Grade Portfolio INSTL + (DFAPX) | Purchase | 03/18/2021 | $1,001 - $15,000 |
3 | DFA Tax Managed US Targeted Value Port (DTMVX) | Sale | 03/18/2021 | $1,001 - $15,000 |
4 | DFA Tax Managed US Targeted Value Port (DTMVX) | Sale | 03/30/2021 | $1,001 - $15,000 |
5 | DFA Emerging Mrkts Core Equ Portf + (DFCEX) | Purchase | 05/18/2021 | $1,001 - $15,000 |
6 | DFA Investment Grade Portfolio Instl + (DFAPX) | Purchase | 05/18/2021 | $1,001 - $15,000 |
7 | DFA Short Term Extended Qual Instl (DFEQX) | Purchase | 05/18/2021 | $1,001 - $15,000 |
8 | DFA Tax Managed US Targeted Value Port (DTMVX) | Purchase | 05/18/2021 | $1,001 - $15,000 |
9 | Vanguard IDX Fund (VTI) | Purchase | 05/19/2021 | $1,001 - $15,000 |
10 | Vanguard Index FDS Vanguard Growth (VUG) | Purchase | 05/19/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 3 | This asset was misidentified as DFVLX on filer's previous report, filed with the House of Representatives. |
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