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.
Loading insider history…
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 4 of 11
104 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2015-02-18 | BMLpL | Mixed | +72,197 | -$1.52M | EDGAR |
| 2015-02-17 | BMLpL | Grant (A) | — | $0 | EDGAR |
| 2014-03-04 | BMLpL | Mixed | +103,995 | -$2.50M | EDGAR |
| 2014-02-19 | BMLpL | Mixed | +33,699 | -$711.1K | EDGAR |
| 2013-04-22 | BLK | Buy (P) | +5,000 | $1.24M | EDGAR |
| 2013-03-05 | BANK OF AMERICA CORP /DE/ (BMLpQ) Delisted | Exer (M) | — | -$1.56M | EDGAR |
| 2013-02-19 | BANK OF AMERICA CORP /DE/ (BMLpQ) Delisted | Mixed | — | -$126.1K | EDGAR |
| 2013-01-16 | BANK OF AMERICA CORP /DE/ (BMLpQ) Delisted | Mixed | — | -$121.1K | EDGAR |
| 2013-01-02 | BANK OF AMERICA CORP /DE/ (BMLpQ) Delisted | Mixed | — | -$193.6K | EDGAR |
| 2012-12-17 | BANK OF AMERICA CORP /DE/ (BMLpQ) Delisted | Mixed | — | -$110.9K | 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.