Susan Monarez
The data on this page comes from a financial disclosure filed by Susan Monarez, who was picked to be: Director of the Center for Disease Control, Department of Health & Human Services. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
Roles Outside Government
Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| Heartland Global Strategies, LLC | Founder/CEO, 1/2025 - Present | 1 |
Employment Assets
Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| SPC Roth IRA | 1 | ||||
| iShares Treasury Floating Rate Bond ETF (TFLO) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| iShares US Aerospace & Defense ETF (ITA) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| iShares US Broker-Dealers & Securities Exchanges ETF (IAI) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| iShares US Insurance ETF (IAK) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| iShares Expanded Tech-Software ETF (IGV) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| iShares Morningstar Value ETF (ILCV) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| iShares MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| iShares S&P 500 Growth ETF (IVW) | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| ISHARES S&P MID-CAP 400 GROWTH ETF (IJK) | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| iShares S&P Mid-Cap 400 Value ETF (IJJ) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| iShares S&P Small-Cap 600 Growth ETF (IJT) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| iShares S&P Small-Cap 600 Value ETF (IJS) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| iShares US Financials ETF (IYF) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| iShares U.S. Consumer Discretionary ETF (IYC) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| SPDR Portfolio Developed World ex-US ETF (SPDW) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| WisdomTree International Quality Dividend Growth Fund (IQDG) | $1,001 - $15,000 | None (or less than $201) | 1.16 | ||
| U.S. Bank #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 1.17 | ||
| ISHARES Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | 1.18 | ||
| Invesco exchange traded FD TR S&P 500 EQL WGT (RSP) | $1,001 - $15,000 | None (or less than $201) | 1.19 |
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| iShares Treasury Floating Rate Bond ETF (TFLO) | $1,001 - $15,000 | None (or less than $201) | 1 | ||
| Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $1,001 - $15,000 | None (or less than $201) | 2 | ||
| Vanguard Large-Cap Index Fund ETF Shares (VV) | $1,001 - $15,000 | None (or less than $201) | 3 | ||
| Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | $1,001 - $15,000 | None (or less than $201) | 4 | ||
| Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | None (or less than $201) | 5 | ||
| U.S. Bank #2 (Cash) | None (or less than $1,001) | None (or less than $201) | 6 | ||
| Treasury Direct I Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 7 | |
| Rental Property, Washington, DC | $250K - $500K | $15,001 - $50,000 | Rent or Royalties | 8 | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF (GSSC) | $1,001 - $15,000 | None (or less than $201) | 9 | ||
| ISHARES Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | 10 | ||
| iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | $5,001 - $15,000 | 11 | ||
| iShares MSCI EAFE Growth ETF (EFG) | $1,001 - $15,000 | None (or less than $201) | 12 | ||
| iShares Edge MSCI Intl Quality Factor ETF (IQLT) | $1,001 - $15,000 | $201 - $1,000 | 13 | ||
| iShares Edge MSCI Multifactor USA Small- Cap ETF (SMLF) | $1,001 - $15,000 | None (or less than $201) | 14 | ||
| PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) | $1,001 - $15,000 | None (or less than $201) | 15 | ||
| Schwab Fundamental International Large Company Index ETF (FNDF) | $1,001 - $15,000 | $201 - $1,000 | 16 | ||
| Schwab Fundamental US Large Company Index ETF (FNDX) | $1,001 - $15,000 | $201 - $1,000 | 17 | ||
| Schwab FundamentalEmerging Markets Large Company Index ETF (FNDE) | $1,001 - $15,000 | None (or less than $201) | 18 | ||
| Schwab Municipal Bond ETF (SCMB) | $1,001 - $15,000 | None (or less than $201) | 19 | ||
| SCHWAB US BROAD MARKET ETF (SCHB) | None (or less than $1,001) | None (or less than $201) | 20 | ||
| Schwab US Large-Cap Growth ETF (SCHG) | $1,001 - $15,000 | $1,001 - $2,500 | 21 | ||
| VanEck Vectors High-Yield Municipal Index ETF (HYD) | $1,001 - $15,000 | None (or less than $201) | 22 | ||
| WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund (XSOE) | $1,001 - $15,000 | $201 - $1,000 | 23 | ||
| U.S. bank # 3 (cash) | $1,001 - $15,000 | None (or less than $201) | 24 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | $2,501 - $5,000 | Dividends | 25 | |
| Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | $2,501 - $5,000 | Dividends | 26 | |
| Intel Corp. (INTC) | None (or less than $1,001) | None (or less than $201) | 27 | ||
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | $2,501 - $5,000 | Dividends | 28 | |
| Microsoft Corp. (MSFT) | None (or less than $1,001) | $1,001 - $2,500 | Dividends | 29 | |
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 30 | ||
| Southwest Airlines Co. (LUV) | $1,001 - $15,000 | None (or less than $201) | 31 | ||
| Valero Energy Corp. (VLO) | $1,001 - $15,000 | $2,501 - $5,000 | Dividends | 32 | |
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) | 33 | ||
| Schwab Municipal Money Fund Investor Class Shares (SWTXX) | None (or less than $1,001) | None (or less than $201) | 34 | ||
| U.S. bank # 4 (cash) | $1,001 - $15,000 | None (or less than $201) | 35 | ||
| U.S. bank account # 5 (cash) | $50,001 - $100K | $201 - $1,000 | Interest | 36 | |
| Maryland529 D#AM | 37 | ||||
| Portfolio 2027 | $15,001 - $50,000 | None (or less than $201) | 37.1 | ||
| Maryland529 D#IM | 38 | ||||
| Portfolio for Education Today | $15,001 - $50,000 | None (or less than $201) | 38.1 | ||
| Future Path 529 Plan D#IM | 39 | ||||
| Future Path 529 College 2027 Portfolio - Z | $50,001 - $100K | None (or less than $201) | 39.1 | ||
| Future Path 529 Plan D#AM | 40 | ||||
| Future Path 529 College 2027 Portfolio - Z | $50,001 - $100K | None (or less than $201) | 40.1 | ||
| Invesco exchange traded FD TR S&P 500 EQL WGT (RSP) | $1,001 - $15,000 | None (or less than $201) | 41 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| JP morgan Chase | type: Mortgage on Personal Residence, amount: $500,001 - $1,000,000, year-incurred: 2016, rate: 3.00, term: 30 year fixed | 1 |
About the Data
Most political appointees and senior officials in the executive branch are required by law to file public financial disclosure reports. These are documents that detail their financial holdings, positions they hold outside government, their spouse’s holdings, their liabilities and their recent financial transactions (such as buying or selling stock) during a defined reporting period.
The most senior officials file their disclosures with an agency called the Office of Government Ethics, and others file them with a designated ethics official within their agency. The Ethics in Government Act allows members of the public and the press to request these documents.
We’re publishing this information to give the public an important glimpse into the financial ties of a powerful and often hidden cadre of presidential appointees within the federal bureaucracy.
The main document type included in the database is the OGE Form 278e, which appointees must file when they are nominated (for Senate-confirmed appointees) or when they enter government (all others), and then annually while in the position. Another common document included is the OGE Form 278-T, also known as a periodic transaction report, which all public filers must submit within 30 days of a transaction. We are also making other ethics documents available, such as ethics agreements, certificates of divestiture and other documents we have obtained under the Ethics in Government Act.
