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
$186.37M
Companies
9
Total Filings
104
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 |
|---|---|---|---|---|---|---|---|
| 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 · Page 3 of 11
104 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-02-15 | BMLpL | Mixed | +37,539 | -$1.33M | EDGAR |
| 2017-03-03 | BMLpL | Mixed | +36,511 | -$5.58M | EDGAR |
| 2017-02-17 | BMLpL | Mixed | +50,841 | -$1.58M | EDGAR |
| 2017-02-17 | BMLpL | Grant (A) | — | $0 | EDGAR |
| 2017-02-16 | BMLpL | Mixed | +38,498 | -$1.17M | EDGAR |
| 2017-02-15 | BMLpL | Mixed | +35,453 | -$1.05M | EDGAR |
| 2016-03-03 | BMLpL | Mixed | +339,489 | -$10.83M | EDGAR |
| 2016-02-17 | BMLpL | Mixed | +107,651 | -$1.63M | EDGAR |
| 2016-02-12 | BMLpL | Grant (A) | — | $0 | EDGAR |
| 2015-03-03 | BMLpL | Mixed | +162,270 | -$3.24M | EDGAR |
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.