MONTAG THOMAS K.

PrivateCIK: 1442039
Location

NEW YORK, NY

MOYNIHAN BRIAN T

4
BANK OF AMERICA CORP /DE/
Jun 17, 2026·Jun 17, 2026
5 txn

MOYNIHAN BRIAN T

4
BANK OF AMERICA CORP /DE/
May 19, 2026·May 19, 2026
5 txn

BANK OF AMERICA CORP /DE/

13F-HR

Holdings

May 18, 2026·May 18, 2026

GOLDMAN SACHS GROUP INC

13F-HR

Holdings

May 15, 2026·May 15, 2026

RUEMMLER KATHRYN H.

4
GOLDMAN SACHS GROUP INC
May 8, 2026·May 8, 2026
9 txn

RUEMMLER KATHRYN H.

4
GOLDMAN SACHS GROUP INC
May 5, 2026·May 5, 2026
3 txn

RUEMMLER KATHRYN H.

144
GOLDMAN SACHS GROUP INC
May 1, 2026·May 1, 2026

WALDRON JOHN E.

4
GOLDMAN SACHS GROUP INC
Apr 30, 2026·Apr 30, 2026
3 txn

SOLOMON DAVID M

4
GOLDMAN SACHS GROUP INC
Apr 30, 2026·Apr 30, 2026
4 txn

ROGERS JOHN F.W.

4
GOLDMAN SACHS GROUP INC
Apr 30, 2026·Apr 30, 2026
5 txn

GOLTEN ALEX S

4
GOLDMAN SACHS GROUP INC
Apr 24, 2026·Apr 24, 2026
2 txn

GOLTEN ALEX S

4
GOLDMAN SACHS GROUP INC
Apr 21, 2026·Apr 21, 2026
2 txn

HESS JOHN B

4
GOLDMAN SACHS GROUP INC
Apr 16, 2026·Apr 16, 2026
1 txn

OPPENHEIMER PETER

4
GOLDMAN SACHS GROUP INC
Apr 16, 2026·Apr 16, 2026
1 txn

BANK OF AMERICA CORP /DE/

4
INVESCO ADVANTAGE MUNICIPAL INCOME TRUST II
Apr 6, 2026·Apr 6, 2026
2 txn

BANK OF AMERICA CORP /DE/

4
NUVEEN MISSOURI QUALITY MUNICIPAL INCOME FUND
Mar 27, 2026·Mar 27, 2026
1 txn

BANK OF AMERICA CORP /DE/

4
PUTNAM MUNICIPAL OPPORTUNITIES TRUST
Mar 23, 2026·Mar 23, 2026
2 txn

BANK OF AMERICA CORP /DE/

4
PIMCO MUNICIPAL INCOME FUND II
Mar 17, 2026·Mar 17, 2026
2 txn

MOYNIHAN BRIAN T

4
BANK OF AMERICA CORP /DE/
Mar 17, 2026·Mar 17, 2026
5 txn

MENSAH BERNARD A

4
BANK OF AMERICA CORP /DE/
Mar 13, 2026·Mar 13, 2026
1 txn

MENSAH BERNARD A

144
BANK OF AMERICA CORP /DE/
Mar 12, 2026·Mar 12, 2026
+4

BRONSTEIN SHERI B.

144
BANK OF AMERICA CORP /DE/
Mar 5, 2026·Mar 5, 2026
+4

SCRIVENER THOMAS M

144
BANK OF AMERICA CORP /DE/
Mar 5, 2026·Mar 5, 2026
+4

DEMARE JAMES P

144
BANK OF AMERICA CORP /DE/
Mar 4, 2026·Mar 4, 2026
+2

DEMARE JAMES P

4
BANK OF AMERICA CORP /DE/
Mar 3, 2026·Mar 3, 2026
3 txn
Page 1 of 53 · 1,311 total
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