Thomas K. Montag
CIK 1442039 · Chief Operating Officer · last filed 2026-01-21
Thomas K. Montag is a Chief Operating Officer who has filed 104 SEC Form 4 insider transactions across 9 companies since 2008. The most recent filing, for GSpD, was dated Jan 21, 2026. Across all open-market trades the lifetime net is −$15.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $186.4M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$186.37M
9
104
-$15.71M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| GSpD | Director | 165,286 | $19.10 | $3.16M | -$16.95M | 5 | 2026-01-21 |
| GOLDMAN SACHS GROUP INC (GSpK) Delisted | Director | 151,250 | $25.03 | $3.79M | $0 | 2 | 2024-02-06 |
| MERpK | Chief Operating Officer | 3,403,997 | $25.27 | $86.02M | $0 | 9 | 2021-03-03 |
| BMLpL | Chief Operating Officer | 4,739,179 | $19.42 | $92.03M | $0 | 18 | 2018-08-07 |
| BLK | Director | 5,000 | $1032.00 | $5.16M | $1.24M | 1 | 2013-04-22 |
| BANK OF AMERICA CORP /DE/ (BMLpQ) Delisted | Co-chief Operating Officer | 1,525,293 | — | — | $0 | 13 | 2013-03-05 |
| BANK OF AMERICA CORP /DE/ (IKR.CL) Delisted | Co-chief Operating Officer | 1,378,865 | — | — | $0 | 1 | 2012-08-01 |
| BANK OF AMERICA CORP /DE/ (IKR) Delisted | Co-chief Operating Officer | 1,352,820 | — | — | $0 | 53 | 2012-07-16 |
| MERRILL LYNCH & CO., INC. (MER) Delisted | Executive Vice President | 1,049,997 | — | — | $0 | 1 | 2008-08-06 |
Recent Filings
104 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-01-21 | GSpD | Grant (A) | — | $0 | EDGAR |
| 2025-01-21 | GSpD | Grant (A) | — | $0 | EDGAR |
| 2024-12-27 | GSpD | Other (J) | −8,980 | -$5.23M | EDGAR |
| 2024-11-13 | GSpD | Sell (S) | −20,000 | -$11.90M | EDGAR |
| 2024-07-18 | GSpD | Sell (S) | −10,000 | -$5.05M | EDGAR |
| 2024-02-06 | GOLDMAN SACHS GROUP INC (GSpK) Delisted | Gift (G) | −1,314 | $0 | EDGAR |
| 2024-01-19 | GOLDMAN SACHS GROUP INC (GSpK) Delisted | Grant (A) | — | $0 | EDGAR |
| 2021-03-03 | MERpK | Mixed | +105,886 | -$4.31M | EDGAR |
| 2021-02-17 | MERpK | Mixed | +84,270 | -$3.20M | EDGAR |
| 2021-02-12 | MERpK | Grant (A) | — | $0 | EDGAR |