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
$394.57M
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 | $1034.41 | $170.97M | -$16.95M | 7 | 2026-01-21 |
| BAC | Chief Operating Officer | 3,403,997 | $64.00 | $217.86M | $0 | 40 | 2021-03-03 |
| BLK | Director | 5,000 | $1148.84 | $5.74M | $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 3 of 11
107 filingsInsider 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 |
|---|---|---|---|---|---|
| 2018-03-05 | BAC | Mixed | — | -$7.58M | EDGAR |
| 2018-02-20 | BAC | Mixed | +85,971 | -$3.15M | EDGAR |
| 2018-02-16 | BAC | Grant (A) | — | $0 | EDGAR |
| 2018-02-15 | BAC | Mixed | +37,539 | -$1.33M | EDGAR |
| 2017-03-03 | BAC | Mixed | +36,511 | -$5.58M | EDGAR |
| 2017-02-17 | BAC | Grant (A) | — | $0 | EDGAR |
| 2017-02-17 | BAC | Mixed | +50,841 | -$1.58M | EDGAR |
| 2017-02-16 | BAC | Mixed | +38,498 | -$1.17M | EDGAR |
| 2017-02-15 | BAC | Mixed | +35,453 | -$1.05M | EDGAR |
| 2016-03-03 | BAC | Mixed | +339,489 | -$10.83M | EDGAR |
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.
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.