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 6 of 11

104 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2012-07-02 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$136.2K EDGAR
2012-06-18 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$82.8K EDGAR
2012-06-01 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$122.4K EDGAR
2012-05-16 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$76.5K EDGAR
2012-05-01 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$135.0K EDGAR
2012-04-16 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$91.0K EDGAR
2012-04-02 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$159.4K EDGAR
2012-03-16 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$96.9K EDGAR
2012-03-01 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$132.7K EDGAR
2012-02-17 BANK OF AMERICA CORP /DE/ (IKR) Delisted Mixed -$40.0K EDGAR
Showing 5160 of 104
Page 6 of 11
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.