Brian D Montgomery
Deputy Secretary · Department of Housing and Urban Development
Transactions72Bought34Sold38
Amounts are the ranges the disclosure form asks for, not exact figures. The form does not ask for a precise number, so we do not show one.
Disclosed transactions
| Date | Asset | Type | Amount | Account |
|---|---|---|---|---|
| Oct 8, 2020 | Dodge & Cox Income Fund DODIX | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | John Hancock Funds III Disciplined Value Mid | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | DFA International Value Portfolio Institutional | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | T. Rowe Price International Discovery Fund | purchase | $1,001 - $15,000 | — |
| Sep 2, 2020 | Bridge Builder Large Cap Value Fund | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | Bridge Builder Small/Mid Cap Value Fund | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | American Funds Euro Pacific Growth Fund | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | Dodge & Cox Stock Fund DODGX | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | Royce Premier Fund Institutional Class | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | JPMorgan US Government Money Market | purchase | $1,001 - $15,000 | — |
| Sep 2, 2020 | Bridge Builder Core Plus Bond Fund (BBCPX) | purchase | $1,001 - $15,000 | — |
| Sep 2, 2020 | Bridge Builder Core Bond Fund (BBTBX) | purchase | $1,001 - $15,000 | — |
| Sep 2, 2020 | Dodge & Cox Income Fund DODIX | purchase | $1,001 - $15,000 | — |
| Sep 2, 2020 | MFS International Intrinsic Value Fund Class | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | Bridge Builder International Equity Fund | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | PGIM High Yield Fund Class R6 Shares | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | T Rowe Price International Stock Fund Class I | sale | $1,001 - $15,000 | — |
| Sep 2, 2020 | Bridge Builder Small/Mid Cap Growth Fund | sale | $1,001 - $15,000 | — |
| Jun 2, 2020 | John Hancock Funds Disciplined Value Mid | sale | $1,001 - $15,000 | — |
| Jun 2, 2020 | DFA International Value Portfolio Institutional | sale | $1,001 - $15,000 | — |
| Jun 2, 2020 | Dodge & Cox Stock Fund DODGX | sale | $1,001 - $15,000 | — |
| Jun 2, 2020 | Bridge Builder Large Cap Growth Fund | purchase | $15,001 - $50,000 | — |
| Jun 2, 2020 | American Funds Capital World Bond Fund | sale | $1,001 - $15,000 | — |
| Jun 2, 2020 | MFS International Intrinsic Value Fund Class | sale | $1,001 - $15,000 | — |
| Jun 2, 2020 | Bridge Builder International Equity Fund | purchase | $1,001 - $15,000 | — |
| Jun 2, 2020 | PGIM High Yield Fund Class R6 Shares | purchase | $1,001 - $15,000 | — |
| Jun 2, 2020 | T Rowe Price International Stock Fund Class I | purchase | $1,001 - $15,000 | — |
| May 27, 2020 | Delaware Small Cap Value Fund Institutional | sale | $1,001 - $15,000 | — |
| May 27, 2020 | Invesco Comstock Fund ICSFX | sale | $15,001 - $50,000 | — |
| May 27, 2020 | Artisan International Value Fund Institutional | sale | $1,001 - $15,000 | — |
| May 27, 2020 | T Rowe Price International Discovery Fund | sale | $1,001 - $15,000 | — |
| May 27, 2020 | Bridge Builder Core Bond Fund (BBTBX) | sale | $1,001 - $15,000 | — |
| May 27, 2020 | Bridge Builder Large Cap Growth Fund | purchase | $1,001 - $15,000 | — |
| May 27, 2020 | PGIM High Yield Fund PHYQX | purchase | $1,001 - $15,000 | — |
| May 27, 2020 | T Rowe Price International Stock Fund Class I | purchase | $1,001 - $15,000 | — |
| May 27, 2020 | Bridge Builder Large Cap Value Fund | purchase | $15,001 - $50,000 | — |
| Mar 26, 2020 | Delaware Small Cap Value Fund Institutional | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | JPMorgan US Government Money Market | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | T Rowe Price Small-Cap Value Fund, Inc | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | Invesco Comstock Fund ICSFX | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | American Funds International Growth and | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | MFS Value Fund Class R6 Shares (MEIKX) | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | Bridge Builder Small/Mid Cap Value Fund | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | Bridge Builder Small/Mid Cap Growth Fund | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | Artisan International Value Fund Institutional | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | Dodge & Cox Stock Fund DODGX | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | Bridge Builder Small/Mid Cap Growth Fund | purchase | $1,001 - $15,000 | — |
| Mar 26, 2020 | Delaware US Growth Fund Institutional Class | sale | $1,001 - $15,000 | — |
| Mar 26, 2020 | T Rowe Price International Discovery Fund | sale | $1,001 - $15,000 | — |
| Mar 26, 2020 | American Funds Fundamental Investors Class | sale | $1,001 - $15,000 | — |
| Mar 26, 2020 | Bridge Builder International Equity Fund | sale | $1,001 - $15,000 | — |
| Mar 26, 2020 | Bridge Builder Core Plus Bond Fund (BBCPX) | sale | $1,001 - $15,000 | — |
| Mar 26, 2020 | Bridge Builder Core Bond Fund (BBTBX) | sale | $1,001 - $15,000 | — |
| Mar 26, 2020 | Bridge Builder Large Cap Growth Fund | sale | $1,001 - $15,000 | — |
| Mar 26, 2020 | PIMCO High Yield Fund Institutional Class | sale | $1,001 - $15,000 | — |
| Mar 26, 2020 | Hotchkis & Wiley Mid-Cap Value Fund | sale | $1,001 - $15,000 | — |
| Mar 24, 2020 | John Hancock Funds III Disciplined Value Mid | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | DFA International Value Portfolio Institutional | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | T. Rowe Price International Discovery Fund | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | Victory Sycamore Small Company Opportunity | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | Bridge Builder Large Cap Value Fund | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | Bridge Builder Small/Mid Cap Value Fund | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | American Funds Euro Pacific Growth Fund | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | Dodge & Cox Stock Fund DODGX | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | Royce Premier Fund Institutional Class | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | JPMorgan US Government Money Market | purchase | $1,001 - $15,000 | — |
| Mar 24, 2020 | Bridge Builder Core Plus Bond Fund (BBCPX) | sale | $1,001 - $15,000 | — |
| Mar 24, 2020 | Bridge Builder Large Cap Growth Fund | sale | $1,001 - $15,000 | — |
| Mar 24, 2020 | Bridge Builder Core Bond Fund (BBTBX) | sale | $1,001 - $15,000 | — |
| Mar 24, 2020 | American Funds Capital World Bond Fund | sale | $1,001 - $15,000 | — |
| Mar 24, 2020 | Dodge & Cox Income Fund DODIX | sale | $1,001 - $15,000 | — |
| Mar 24, 2020 | MFS International Intrinsic Value Fund Class | sale | $1,001 - $15,000 | — |
Filings on record
Every disclosure OGE lists for Brian D Montgomery, including the ones we have not read. A filing with no figures is not an absence of trading.
| Filed | Type | Trades read | Status | Source |
|---|---|---|---|---|
| Mar 2, 2021 | Termination | 72 | Read | filing |
| Oct 30, 2019 | Ethics Agreement | — | Periodic report, published as a scan we do not read | filing |
| Oct 3, 2017 | Ethics Agreement | — | Periodic report, published as a scan we do not read | filing |
3 filings listed · 2 not read · source oge.gov
This is public record, presented as public record. It is not a trading signal and not investment advice.
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