MetaCap

Brian D. Montgomery Stock Trades

Deputy Secretary of Housing and Urban DevelopmentFormer member

Trades on file
72
Buys / sells
34 / 38
Last trade
Oct 9, 2020
Typical amount
$1,001 – $15,000

Brian D. Montgomery's trading activity

Brian D. Montgomery has 72 stock and securities transactions on file in periodic transaction reports filed under the STOCK Act. Across all reported trades, 34 were purchases and 38 were sales (full or partial). The most recent reported transaction is dated Oct 9, 2020, and the latest report was filed on Mar 2, 2021.

The most common reported amount range is $1,001 – $15,000; the forms list value ranges rather than exact amounts.

Summary generated from market data by MetaCap's automated system. Methodology

Trades by year

Brian D. Montgomery trades by year
YearTrades
202072

Brian D. Montgomery trade history

Stock trades disclosed by Brian D. Montgomery
AssetTypeAmountTradedFiling
Dodge & Cox Income Fund DODIXfundSell$1,001 – $15,000Oct 9, 2020Filing for Brian D. Montgomery Dodge & Cox Income Fund DODIX trade
Bridge Builder Small/Mid Cap Growth Fund BBGSXfundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Bridge Builder Small/Mid Cap Growth Fund BBGSX trade
T Rowe Price International Stock Fund Class I Shares (PRIUX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery T Rowe Price International Stock Fund Class I Shares (PRIUX) trade
PGIM High Yield Fund Class R6 Shares (PHYQX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery PGIM High Yield Fund Class R6 Shares (PHYQX) trade
Bridge Builder International Equity Fund (BBIEX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Bridge Builder International Equity Fund (BBIEX) trade
MFS International Intrinsic Value Fund Class R6 Shares (MINJX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery MFS International Intrinsic Value Fund Class R6 Shares (MINJX) trade
Dodge & Cox Income Fund DODIXfundBuy$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Dodge & Cox Income Fund DODIX trade
Bridge Builder Core Bond Fund (BBTBX)fundBuy$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Bridge Builder Core Bond Fund (BBTBX) trade
Bridge Builder Core Plus Bond Fund (BBCPX)fundBuy$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Bridge Builder Core Plus Bond Fund (BBCPX) trade
JPMorgan US Government Money Market Fund Capital Shares (OGVXX)fundBuy$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery JPMorgan US Government Money Market Fund Capital Shares (OGVXX) trade
Royce Premier Fund Institutional Class Shares (RPFIX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Royce Premier Fund Institutional Class Shares (RPFIX) trade
Dodge & Cox Stock Fund DODGXfundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Dodge & Cox Stock Fund DODGX trade
American Funds Euro Pacific Growth Fund FEUPXfundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery American Funds Euro Pacific Growth Fund FEUPX trade
Bridge Builder Small/Mid Cap Value Fund BBVSXfundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Bridge Builder Small/Mid Cap Value Fund BBVSX trade
Bridge Builder Large Cap Value Fund (BBVLX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Value Fund (BBVLX) trade
T. Rowe Price International Discovery Fund TIDDXfundBuy$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery T. Rowe Price International Discovery Fund TIDDX trade
DFA International Value Portfolio Institutional Class Shares (DFIVX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery DFA International Value Portfolio Institutional Class Shares (DFIVX) trade
John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares (JVMRX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares (JVMRX) trade
T Rowe Price International Stock Fund Class I Shares (PRIUX)fundBuy$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery T Rowe Price International Stock Fund Class I Shares (PRIUX) trade
PGIM High Yield Fund Class R6 Shares (PHYQX)fundBuy$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery PGIM High Yield Fund Class R6 Shares (PHYQX) trade
Bridge Builder International Equity Fund (BBIEX)fundBuy$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery Bridge Builder International Equity Fund (BBIEX) trade
MFS International Intrinsic Value Fund Class R6 Shares (MINJX)fundSell$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery MFS International Intrinsic Value Fund Class R6 Shares (MINJX) trade
American Funds Capital World Bond Fund WFBFXfundSell$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery American Funds Capital World Bond Fund WFBFX trade
Bridge Builder Large Cap Growth FundfundBuy$15,001 – $50,000Jun 3, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Growth Fund trade
Dodge & Cox Stock Fund DODGXfundSell$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery Dodge & Cox Stock Fund DODGX trade
DFA International Value Portfolio Institutional Class Shares (DFIVX)fundSell$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery DFA International Value Portfolio Institutional Class Shares (DFIVX) trade
John Hancock Funds Disciplined Value Mid Cap Fund JVMRXfundSell$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery John Hancock Funds Disciplined Value Mid Cap Fund JVMRX trade
Bridge Builder Large Cap Value FundfundBuy$15,001 – $50,000May 28, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Value Fund trade
T Rowe Price International Stock Fund Class I Shares (PRIUX)fundBuy$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery T Rowe Price International Stock Fund Class I Shares (PRIUX) trade
PGIM High Yield Fund PHYQXfundBuy$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery PGIM High Yield Fund PHYQX trade
Bridge Builder Large Cap Growth Fund (BBGLX)fundBuy$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Growth Fund (BBGLX) trade
Bridge Builder Core Bond Fund (BBTBX)fundSell$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery Bridge Builder Core Bond Fund (BBTBX) trade
T Rowe Price International Discovery Fund Class I Shares (TIDDX)fundSell$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery T Rowe Price International Discovery Fund Class I Shares (TIDDX) trade
Artisan International Value Fund Institutional Class APHKXfundSell$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery Artisan International Value Fund Institutional Class APHKX trade
Invesco Comstock Fund ICSFXfundSell$15,001 – $50,000May 28, 2020Filing for Brian D. Montgomery Invesco Comstock Fund ICSFX trade
Delaware Small Cap Value Fund Institutional Class Shares (DEVIX)fundSell$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery Delaware Small Cap Value Fund Institutional Class Shares (DEVIX) trade
Hotchkis & Wiley Mid-Cap Value Fund HWMZXfundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Hotchkis & Wiley Mid-Cap Value Fund HWMZX trade
PIMCO High Yield Fund Institutional Class Shares (PHIYX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery PIMCO High Yield Fund Institutional Class Shares (PHIYX) trade
Bridge Builder Large Cap Growth Fund (BBGLX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Growth Fund (BBGLX) trade
Bridge Builder Core Bond Fund (BBTBX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder Core Bond Fund (BBTBX) trade
Bridge Builder Core Plus Bond Fund (BBCPX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder Core Plus Bond Fund (BBCPX) trade
Bridge Builder International Equity Fund (BBIEX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder International Equity Fund (BBIEX) trade
American Funds Fundamental Investors Class F3 Shares (FUNFX)otherSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery American Funds Fundamental Investors Class F3 Shares (FUNFX) trade
T Rowe Price International Discovery Fund Class I Shares (TIDDX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery T Rowe Price International Discovery Fund Class I Shares (TIDDX) trade
Delaware US Growth Fund Institutional Class Shares (DEUIX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Delaware US Growth Fund Institutional Class Shares (DEUIX) trade
Bridge Builder Small/Mid Cap Growth Fund BBGSXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder Small/Mid Cap Growth Fund BBGSX trade
Dodge & Cox Stock Fund DODGXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Dodge & Cox Stock Fund DODGX trade
Artisan International Value Fund Institutional Class APHKXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Artisan International Value Fund Institutional Class APHKX trade
Bridge Builder Small/Mid Cap Growth Fund BBGSXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder Small/Mid Cap Growth Fund BBGSX trade
Bridge Builder Small/Mid Cap Value Fund BBVSXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder Small/Mid Cap Value Fund BBVSX trade
MFS Value Fund Class R6 Shares (MEIKX)fundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery MFS Value Fund Class R6 Shares (MEIKX) trade
American Funds International Growth and Income Fund IGAIXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery American Funds International Growth and Income Fund IGAIX trade
Invesco Comstock Fund ICSFXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Invesco Comstock Fund ICSFX trade
T Rowe Price Small-Cap Value Fund, Inc Class I Shares (PRVIX)fundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery T Rowe Price Small-Cap Value Fund, Inc Class I Shares (PRVIX) trade
JPMorgan US Government Money Market Fund Capital Shares (OGVXX)fundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery JPMorgan US Government Money Market Fund Capital Shares (OGVXX) trade
Delaware Small Cap Value Fund Institutional Class Shares (DEVIX)fundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Delaware Small Cap Value Fund Institutional Class Shares (DEVIX) trade
MFS International Intrinsic Value Fund Class R6 Shares (MINJX)fundSell$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery MFS International Intrinsic Value Fund Class R6 Shares (MINJX) trade
Dodge & Cox Income Fund DODIXfundSell$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Dodge & Cox Income Fund DODIX trade
American Funds Capital World Bond Fund WFBFXfundSell$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery American Funds Capital World Bond Fund WFBFX trade
Bridge Builder Core Bond Fund (BBTBX)fundSell$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Bridge Builder Core Bond Fund (BBTBX) trade
Bridge Builder Large Cap Growth Fund (BBGLX)fundSell$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Growth Fund (BBGLX) trade
Bridge Builder Core Plus Bond Fund (BBCPX)fundSell$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Bridge Builder Core Plus Bond Fund (BBCPX) trade
JPMorgan US Government Money Market Fund Capital Shares (OGVXX)fundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery JPMorgan US Government Money Market Fund Capital Shares (OGVXX) trade
Royce Premier Fund Institutional Class Shares (RPFIX)fundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Royce Premier Fund Institutional Class Shares (RPFIX) trade
Dodge & Cox Stock Fund DODGXfundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Dodge & Cox Stock Fund DODGX trade
American Funds Euro Pacific Growth Fund FEUPXfundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery American Funds Euro Pacific Growth Fund FEUPX trade
Bridge Builder Small/Mid Cap Value Fund BBVSXfundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Bridge Builder Small/Mid Cap Value Fund BBVSX trade
Bridge Builder Large Cap Value Fund (BBVLX)fundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Value Fund (BBVLX) trade
Victory Sycamore Small Company Opportunity Fund VSOIXfundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery Victory Sycamore Small Company Opportunity Fund VSOIX trade
T. Rowe Price International Discovery Fund TIDDXfundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery T. Rowe Price International Discovery Fund TIDDX trade
DFA International Value Portfolio Institutional Class Shares (DFIVX)fundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery DFA International Value Portfolio Institutional Class Shares (DFIVX) trade
John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares (JVMRX)fundBuy$1,001 – $15,000Mar 25, 2020Filing for Brian D. Montgomery John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares (JVMRX) trade

Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction.

Frequently asked questions

What stocks does Brian D. Montgomery trade?
Brian D. Montgomery's disclosures on file do not include exchange-listed stock tickers; reported assets are listed by name in the table above.
When did Brian D. Montgomery last report a trade?
The latest transaction on file is dated Oct 9, 2020 and the most recent report was filed on Mar 2, 2021. Members have up to 45 days after a trade to disclose it, so newer trades may not be public yet.
How many stock trades has Brian D. Montgomery disclosed?
MetaCap has 72 transactions on file for Brian D. Montgomery: 34 purchases and 38 sales.
How much money is involved in Brian D. Montgomery's trades?
Exact values are not disclosed. Each trade is reported within a dollar range, most commonly $1,001 – $15,000.
Where does this data come from?
Executive-branch reports (OGE Form 278e and 278-T) come from the U.S. Office of Government Ethics. Each row links to the original filing.

More Congress trading

Latest filing Mar 2, 2021. Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction. Disclosures are shown as filed and are not a recommendation to buy or sell any security. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer