Montgomery, Brian D
Deputy Secretary
Disclosed trades
72
Purchases (all, mid $)
$321K
Sales (all, mid $)
$329K
Disclosed assets
73
All disclosed trades
Every extracted transaction (72 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 72 of 72 matching rows — search reaches all 72
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2020-10-09 | Montgomery, Brian D | Deputy Secretary | Dodge & Cox Income Fund DODIX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares (JVMRX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | DFA International Value Portfolio Institutional Class Shares (DFIVX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | T. Rowe Price International Discovery Fund TIDDX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Large Cap Value Fund (BBVLX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Small/Mid Cap Value Fund BBVSX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | American Funds Euro Pacific Growth Fund FEUPX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Dodge & Cox Stock Fund DODGX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Royce Premier Fund Institutional Class Shares (RPFIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | JPMorgan US Government Money Market Fund Capital Shares (OGVXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Core Plus Bond Fund (BBCPX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Core Bond Fund (BBTBX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Dodge & Cox Income Fund DODIX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | MFS International Intrinsic Value Fund Class R6 Shares (MINJX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Bridge Builder International Equity Fund (BBIEX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | PGIM High Yield Fund Class R6 Shares (PHYQX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | T Rowe Price International Stock Fund Class I Shares (PRIUX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-09-03 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Small/Mid Cap Growth Fund BBGSX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | John Hancock Funds Disciplined Value Mid Cap Fund JVMRX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | DFA International Value Portfolio Institutional Class Shares (DFIVX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | Dodge & Cox Stock Fund DODGX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Large Cap Growth Fund (BBGLX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | American Funds Capital World Bond Fund WFBFX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | MFS International Intrinsic Value Fund Class R6 Shares (MINJX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | Bridge Builder International Equity Fund (BBIEX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | PGIM High Yield Fund Class R6 Shares (PHYQX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-06-03 | Montgomery, Brian D | Deputy Secretary | T Rowe Price International Stock Fund Class I Shares (PRIUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | Delaware Small Cap Value Fund Institutional Class Shares (DEVIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | Invesco Comstock Fund ICSFX | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | Artisan International Value Fund Institutional Class APHKX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | T Rowe Price International Discovery Fund Class I Shares (TIDDX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Core Bond Fund (BBTBX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Large Cap Growth Fund (BBGLX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | PGIM High Yield Fund PHYQX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | T Rowe Price International Stock Fund Class I Shares (PRIUX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-05-28 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Large Cap Value Fund (BBVLX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Delaware Small Cap Value Fund Institutional Class Shares (DEVIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | JPMorgan US Government Money Market Fund Capital Shares (OGVXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | T Rowe Price Small-Cap Value Fund, Inc Class I Shares (PRVIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Invesco Comstock Fund ICSFX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | American Funds International Growth and Income Fund IGAIX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | MFS Value Fund Class R6 Shares (MEIKX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Small/Mid Cap Value Fund BBVSX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Small/Mid Cap Growth Fund BBGSX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Artisan International Value Fund Institutional Class APHKX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Dodge & Cox Stock Fund DODGX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Small/Mid Cap Growth Fund BBGSX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Delaware US Growth Fund Institutional Class Shares (DEUIX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | T Rowe Price International Discovery Fund Class I Shares (TIDDX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | American Funds Fundamental Investors Class F3 Shares (FUNFX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Bridge Builder International Equity Fund (BBIEX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Core Plus Bond Fund (BBCPX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Core Bond Fund (BBTBX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Large Cap Growth Fund (BBGLX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | PIMCO High Yield Fund Institutional Class Shares (PHIYX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-27 | Montgomery, Brian D | Deputy Secretary | Hotchkis & Wiley Mid-Cap Value Fund HWMZX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares (JVMRX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | DFA International Value Portfolio Institutional Class Shares (DFIVX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | T. Rowe Price International Discovery Fund TIDDX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Victory Sycamore Small Company Opportunity Fund VSOIX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Large Cap Value Fund (BBVLX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Small/Mid Cap Value Fund BBVSX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | American Funds Euro Pacific Growth Fund FEUPX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Dodge & Cox Stock Fund DODGX | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Royce Premier Fund Institutional Class Shares (RPFIX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | JPMorgan US Government Money Market Fund Capital Shares (OGVXX) | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Core Plus Bond Fund (BBCPX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Large Cap Growth Fund (BBGLX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Bridge Builder Core Bond Fund (BBTBX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | American Funds Capital World Bond Fund WFBFX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | Dodge & Cox Income Fund DODIX | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 | |
| 2020-03-25 | Montgomery, Brian D | Deputy Secretary | MFS International Intrinsic Value Fund Class R6 Shares (MINJX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:23 |
Assets & income
Everything disclosed across this official's filings
showing 73 of 73 matching rows — search reaches all 73
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Montgomery, Brian D | Investment Firm Cash Account | $1,000,001 - $5,000,000 | $3.0M | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Edward Jones IRA | $250,001 - $500,000 | $375K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Principal LifeTime 2020 (PLFJX) | $250,001 - $500,000 | $375K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Single Family Rental Property, Austin TX | $250,001 - $500,000 | $375K | Rent or Royalties | 2026-05-04 20:23 |
| Montgomery, Brian D | Portfolio 2024 | $100,001 - $250,000 | $175K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Portfolio 2030 | $100,001 - $250,000 | $175K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | U.S. bank account #3 (cash) | $100,001 - $250,000 | $175K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder Large Value | $50,001 - $100,000 | $75K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | JPMorgan Smart Retirement 2030A | $50,001 - $100,000 | $75K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | U.S. bank account #2 (cash) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 20:23 |
| Montgomery, Brian D | U.S. bank account #4 (cash) | $50,001 - $100,000 | $75K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Texas Employees Retirement System Defined Benefit Plan | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder Core Plus Bond | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder Large Growth | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | American Europacific Growth Fund | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | PGIM High Yield | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder Core Bond Fund (BBTBX) | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | T. Rowe Price Retirement 2025 | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | JP Morgan Intrepid Value A | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | American International Growth and Income CLF3 | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Artisan International Value Fund Advisor Class | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder Intl Equity | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder Large Growth | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge BuilderSmallMid Value | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Dodge & Cox Stock Fund | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Invesco Comstock Fund Class Y | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | MFS Value Fund CL 1 | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder Core Bond Plus | $15,001 - $50,000 | $33K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder SmallMid Growth | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder SmallMid Value | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Dimensional DFA International Value Fund | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Dodge & Cox Stock Fund | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | John Hancock Disciplined Value Mid Cap Fund CL1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | JP Morgan US Government Money Market Fund Capital CL | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | MFS International Intrinsic Value Fund CL 1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Royce Premier Fund Institutional CL | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | T Rowe Price International Discovery Fund CL 1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Victory Sycamore Small Company Opportunity Fund Class 1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | American Capital World Bond | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Dodge & Cox Income Fund | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | T. Rowe Price International Stock Fund (PRIUX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder International Equity (BBIEX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | T. Rowe Price Retirement 2020 (TRRBX) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Cisco Systems | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | General Electric Co | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Hexcel Corp | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Johnson & Johnson | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Kimberly Clark Corp | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Oracle Corp | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Pfizer | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Delta Risk LLC, (cyber security) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | JPMorgan Smart Retirement 2040A | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | American Fundamental Investors CLF3 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Bridge Builder SmallMid Growth | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Delaware Small Cap Value Fund CL 1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Delaware US Growth Fund CL 1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Hotchkis & Wiley Mid Cap Value Fund CL 1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | JPMorgan US Government Money Market Fund Capital CL | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | PIMCO Funds High Yield Fund Institutional Class | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | PrimeCap Odyssey Stock Fund | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | T Rowe Price Intenrational Discovery Fund CL 1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | T Rowe Price Small Cap Value CL 1 | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | U.S. bank account #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Avanos Medical | $0 - $1,000 | $500 | Dividends | 2026-05-04 20:23 |
| Montgomery, Brian D | Fidelity Roll-over IRA | – | – | – | 2026-05-04 20:23 |
| Montgomery, Brian D | MFS Moderate Allocation Fund A | – | – | – | 2026-05-04 20:23 |
| Montgomery, Brian D | The Chertoff Group (investment plans) | – | – | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Diamond Holdings LLC, (business services) | – | – | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Chertoff Group 401(K) Plan | – | – | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Edward Jones IRA #2 | – | – | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Cyber Defense Labs | – | – | Salary | 2026-05-04 20:23 |
| Montgomery, Brian D | Virginia 529 College Savings Plan | – | – | – | 2026-05-04 20:23 |
| Montgomery, Brian D | Virginia 529 College Savings Plan | – | – | – | 2026-05-04 20:23 |
Liabilities
showing 1 of 1 matching rows — search reaches all 1
| Official | Creditor | Type | Amount (band) | Mid $ ▼ | Year | Rate | Processed (UTC) |
|---|---|---|---|---|---|---|---|
| Montgomery, Brian D | Wells Fargo Mortgage on Personal Res | $500,001 - $1,000,000 | – | – | – | 3.875 | 2026-05-04 20:23 |
Employment agreements & arrangements
showing 1 of 1 matching rows — search reaches all 1
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Montgomery, Brian D | Employee Retirement System of Texas | I will continue to participate in this defined benefit plan. | 2/1995 | 2026-05-04 20:23 |
Source: U.S. Office of Government Ethics (public financial disclosure reports). Officials disclose amounts as ranges; dollar figures use range midpoints. Figures are informational estimates and may contain extraction errors. Nothing here is investment advice or an accusation of wrongdoing.