Thomas K. Montag

CIK 1442039 · Chief Operating Officer · last filed 2026-01-21

"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.

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Disclosed Exposure

$396.95M

Companies

6

Total Filings

107

Lifetime Open-Market Net

-$15.71M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
GS Director 165,286 $1037.18 $171.43M -$16.95M 7 2026-01-21
BAC Chief Operating Officer 3,403,997 $64.56 $219.75M $0 40 2021-03-03
BLK Director 5,000 $1153.89 $5.77M $1.24M 1 2013-04-22
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 · Page 11 of 11

107 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2010-02-02 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$252.8K EDGAR
2010-01-05 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed +386,041 $5.82M EDGAR
2009-12-11 BANK OF AMERICA CORP /DE/ (IKR) Delisted Buy (P) $0 EDGAR
2009-12-08 BANK OF AMERICA CORP /DE/ (IKR) Delisted Buy (P) $0 EDGAR
2009-12-02 BANK OF AMERICA CORP /DE/ (IKR) Delisted Grant (A) $0 EDGAR
2009-01-05 Disp (D) −1,049,997 $0
2008-08-06 MERRILL LYNCH & CO., INC. (MER) Delisted Grant (A) +1,049,997 $0 EDGAR
Showing 101107 of 107
Page 11 of 11
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.