Thomas K. Montag - Net Worth and Insider Trading
Thomas K. Montag Net Worth
The estimated net worth of Thomas K. Montag is at least $121 Million dollars as of 2024-11-29. Thomas K. Montag is the Director of The Goldman Sachs Group Inc and owns about 176,716 shares of The Goldman Sachs Group Inc (GS) stock worth over $107 Million. Thomas K. Montag is the Pres, Glbl Bkg & Markets of Bank of America Corp and owns about 179,383 shares of Bank of America Corp (BAC) stock worth over $9 Million. Thomas K. Montag is also the Director of BlackRock Inc and owns about 5,000 shares of BlackRock Inc (BLK) stock worth over $5 Million. Details can be seen in Thomas K. Montag's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Thomas K. Montag has not made any transactions after 2024-11-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Thomas K. Montag
Thomas K. Montag Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Thomas K. Montag owns 4 companies in total, including Bank of America Corp (MPE) , BlackRock Inc (BLK) , and Bank of America Corp (BAC) among others .
Click here to see the complete history of Thomas K. Montag’s form 4 insider trades.
Insider Ownership Summary of Thomas K. Montag
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MPE | Bank of America Corp | 2020-03-01 | Chief Operating Officer |
| BLK | BlackRock Inc | 2013-04-18 | director |
| BAC | Bank of America Corp | 2016-02-12 | Chief Operating Officer |
 | | 2024-11-12 | director |
Thomas K. Montag Latest Holdings Summary
Thomas K. Montag currently owns a total of 3 stocks. Among these stocks, Thomas K. Montag owns 176,716 shares of The Goldman Sachs Group Inc (GS) as of November 12, 2024, with a value of $107 Million and a weighting of 88.67%. Thomas K. Montag owns 179,383 shares of Bank of America Corp (BAC) as of August 17, 2009, with a value of $9 Million and a weighting of 7.1%. Thomas K. Montag also owns 5,000 shares of BlackRock Inc (BLK) as of April 18, 2013, with a value of $5 Million and a weighting of 4.22%.
Latest Holdings of Thomas K. Montag
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| GS | The Goldman Sachs Group Inc | 2024-11-12 | 176,716 | 605.43 | 106,989,168 |
| BAC | Bank of America Corp | 2009-08-17 | 179,383 | 47.77 | 8,569,126 |
| BLK | BlackRock Inc | 2013-04-18 | 5,000 | 1,019.45 | 5,097,250 |
Holding Weightings of Thomas K. Montag
Thomas K. Montag Form 4 Trading Tracker
According to the SEC Form 4 filings, Thomas K. Montag has made a total of 2 transactions in The Goldman Sachs Group Inc (GS) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in The Goldman Sachs Group Inc is the sale of 20,000 shares on November 12, 2024, which brought Thomas K. Montag around $12 Million.
According to the SEC Form 4 filings, Thomas K. Montag has made a total of 0 transactions in Bank of America Corp (BAC) over the past 5 years. The most-recent trade in Bank of America Corp is the sale of 0 shares on August 17, 2009, which brought Thomas K. Montag around $0.
According to the SEC Form 4 filings, Thomas K. Montag has made a total of 0 transactions in BlackRock Inc (BLK) over the past 5 years. The most-recent trade in BlackRock Inc is the acquisition of 5,000 shares on April 18, 2013, which cost Thomas K. Montag around $1 Million.
Insider Trading History of Thomas K. Montag
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Thomas K. Montag Trading Performance
GuruFocus tracks the stock performance after each of Thomas K. Montag's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Thomas K. Montag is 13.7%. GuruFocus also compares Thomas K. Montag's trading performance to market benchmark return within the same time period. The performance of stocks bought by Thomas K. Montag within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Thomas K. Montag's insider trading performs compared to the benchmark.
Performance of Thomas K. Montag
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 18.61 | | | | | |
| Relative Return to S&P 500(%) | 10.45 | | | | | |
Thomas K. Montag Ownership Network
Thomas K. Montag Owned Company Details
What does Bank of America Corp do?
Who are the key executives at Bank of America Corp?
Thomas K. Montag is the Chief Operating Officer of Bank of America Corp. Other key executives at Bank of America Corp include director & Chairman and CEO Brian T Moynihan , 10 percent owner Berkshire Hathaway Inc , and 10 percent owner Warren E Buffett .
Bank of America Corp (MPE) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Bank of America Corp (MPE) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Bank of America Corp (MPE) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Bank of America Corp (MPE)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bank of America Corp Insider Transactions
Thomas K. Montag Mailing Address
Above is the net worth, insider trading, and ownership report for Thomas K. Montag. You might contact Thomas K. Montag via mailing address: C/o Merrill Lynch & Co., Inc., 4 World Financial Center, New York Ny 10038.
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