MetaCap

President, Vice President & Cabinet Stock Trades (Page 811)

Transactions reported by executive-branch officials, including the President, Vice President and cabinet members, in their public financial disclosure reports filed with the U.S. Office of Government Ethics (annual Form 278e Schedule B and periodic Form 278-T). Many of these officials hold assets in trusts or diversified funds, which are not itemized, so this list is narrower than the congressional feeds. MetaCap has 41,374 executive branch trades on file.

Trades 40,501–40,550 of 41,374

Latest disclosure: Mar 2, 2021
President, Vice President & Cabinet Stock Trades, page 811
PoliticianAssetTypeAmountTradedFiling
Brian D. MontgomeryExecutiveT 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
Brian D. MontgomeryExecutivePGIM 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
Brian D. MontgomeryExecutiveBridge Builder International Equity Fund (BBIEX)fundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Bridge Builder International Equity Fund (BBIEX) trade
Brian D. MontgomeryExecutiveMFS 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
Brian D. MontgomeryExecutiveDodge & Cox Income Fund DODIXfundBuy$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Dodge & Cox Income Fund DODIX trade
Brian D. MontgomeryExecutiveBridge Builder Core Bond Fund (BBTBX)fundBuy$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Bridge Builder Core Bond Fund (BBTBX) trade
Brian D. MontgomeryExecutiveBridge 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
Brian D. MontgomeryExecutiveJPMorgan 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
Brian D. MontgomeryExecutiveRoyce 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
Brian D. MontgomeryExecutiveDodge & Cox Stock Fund DODGXfundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery Dodge & Cox Stock Fund DODGX trade
Brian D. MontgomeryExecutiveAmerican Funds Euro Pacific Growth Fund FEUPXfundSell$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery American Funds Euro Pacific Growth Fund FEUPX trade
Brian D. MontgomeryExecutiveBridge 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
Brian D. MontgomeryExecutiveBridge 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
Brian D. MontgomeryExecutiveT. Rowe Price International Discovery Fund TIDDXfundBuy$1,001 – $15,000Sep 3, 2020Filing for Brian D. Montgomery T. Rowe Price International Discovery Fund TIDDX trade
Brian D. MontgomeryExecutiveDFA 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
Brian D. MontgomeryExecutiveJohn 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
Stephen E. BiegunExecutiveIncome FundfundBuy$500,001 – $1,000,000Aug 19, 2020Filing for Stephen E. Biegun Income Fund trade
Stephen E. BiegunExecutiveIncome FundfundBuy$250,001 – $500,000Aug 19, 2020Filing for Stephen E. Biegun Income Fund trade
Stephen E. BiegunExecutiveBlackrock International All CapstockExchange$500,001 – $1,000,000Aug 19, 2020Filing for Stephen E. Biegun Blackrock International All Cap trade
Stephen E. BiegunExecutiveBlackrock Lifepath 2030otherExchange$250,001 – $500,000Aug 19, 2020Filing for Stephen E. Biegun Blackrock Lifepath 2030 trade
Brian D. MontgomeryExecutiveT 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
Brian D. MontgomeryExecutivePGIM 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
Brian D. MontgomeryExecutiveBridge Builder International Equity Fund (BBIEX)fundBuy$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery Bridge Builder International Equity Fund (BBIEX) trade
Brian D. MontgomeryExecutiveMFS 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
Brian D. MontgomeryExecutiveAmerican Funds Capital World Bond Fund WFBFXfundSell$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery American Funds Capital World Bond Fund WFBFX trade
Brian D. MontgomeryExecutiveBridge Builder Large Cap Growth FundfundBuy$15,001 – $50,000Jun 3, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Growth Fund trade
Brian D. MontgomeryExecutiveDodge & Cox Stock Fund DODGXfundSell$1,001 – $15,000Jun 3, 2020Filing for Brian D. Montgomery Dodge & Cox Stock Fund DODGX trade
Brian D. MontgomeryExecutiveDFA 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
Brian D. MontgomeryExecutiveJohn 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
Brian D. MontgomeryExecutiveBridge Builder Large Cap Value FundfundBuy$15,001 – $50,000May 28, 2020Filing for Brian D. Montgomery Bridge Builder Large Cap Value Fund trade
Brian D. MontgomeryExecutiveT 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
Brian D. MontgomeryExecutivePGIM High Yield Fund PHYQXfundBuy$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery PGIM High Yield Fund PHYQX trade
Brian D. MontgomeryExecutiveBridge 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
Brian D. MontgomeryExecutiveBridge Builder Core Bond Fund (BBTBX)fundSell$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery Bridge Builder Core Bond Fund (BBTBX) trade
Brian D. MontgomeryExecutiveT 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
Brian D. MontgomeryExecutiveArtisan International Value Fund Institutional Class APHKXfundSell$1,001 – $15,000May 28, 2020Filing for Brian D. Montgomery Artisan International Value Fund Institutional Class APHKX trade
Brian D. MontgomeryExecutiveInvesco Comstock Fund ICSFXfundSell$15,001 – $50,000May 28, 2020Filing for Brian D. Montgomery Invesco Comstock Fund ICSFX trade
Brian D. MontgomeryExecutiveDelaware 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
Brian D. MontgomeryExecutiveHotchkis & Wiley Mid-Cap Value Fund HWMZXfundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Hotchkis & Wiley Mid-Cap Value Fund HWMZX trade
Brian D. MontgomeryExecutivePIMCO 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
Brian D. MontgomeryExecutiveBridge 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
Brian D. MontgomeryExecutiveBridge Builder Core Bond Fund (BBTBX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder Core Bond Fund (BBTBX) trade
Brian D. MontgomeryExecutiveBridge 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
Brian D. MontgomeryExecutiveBridge Builder International Equity Fund (BBIEX)fundSell$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Bridge Builder International Equity Fund (BBIEX) trade
Brian D. MontgomeryExecutiveAmerican 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
Brian D. MontgomeryExecutiveT 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
Brian D. MontgomeryExecutiveDelaware 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
Brian D. MontgomeryExecutiveBridge 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
Brian D. MontgomeryExecutiveDodge & Cox Stock Fund DODGXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Dodge & Cox Stock Fund DODGX trade
Brian D. MontgomeryExecutiveArtisan International Value Fund Institutional Class APHKXfundBuy$1,001 – $15,000Mar 27, 2020Filing for Brian D. Montgomery Artisan International Value Fund Institutional Class APHKX 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.

Reading this table

Traded is the transaction date reported by the member; Disclosed is when the report was filed. The STOCK Act requires disclosure within 30 days of learning of a trade and no later than 45 days after it, so the Days column highlights reports filed more than 45 days later. Amounts are the ranges printed on the official forms, not exact values, and trades may belong to a spouse or dependent child. Each Filing link opens the original report. See the Congress trading overview for how the data works.

Browse Congress trades

Latest disclosure 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