Dossier
Brian D Montgomery
Deputy Secretary, Department of Housing and Urban Development · disclosures Feb 15 – Feb 15
The Potomac LedgerWashington Intelligence
Brian D Montgomery
Deputy Secretary, Department of Housing and Urban Development
Most-traded: $BBGLX$113K – $1.2M disclosed
71Disclosures
—no current committee
0Late filings
n/aAvg mkt-adj 3mo
potomacledger.com · Nonpartisan · Not investment advice
71Disclosures
—No current committee — not screened
0%Late rate (0)
—Avg mkt-adj 3 months
$113K – $1.2MDisclosed $ volume
Agency
Deputy Secretary, Department of Housing and Urban Development
Disclosed trades
| Disclosed | Traded | Action | Ticker / Asset | Amount | Sector | Flags |
|---|---|---|---|---|---|---|
| Feb 15 | Mar 25 | BUY | $JVMRX John Hancock Funds III Disciplined Value Mid Cap Fund | $1K–$15K | — | |
| Feb 15 | Jun 3 | SELL | John Hancock Funds Disciplined Value Mid Cap Fund JVMRX | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | $JVMRX John Hancock Funds III Disciplined Value Mid Cap Fund | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | $DFIVX DFA International Value Portfolio Institutional | $1K–$15K | — | |
| Feb 15 | Jun 3 | SELL | $DFIVX DFA International Value Portfolio Institutional | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | $DFIVX DFA International Value Portfolio Institutional | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | T. Rowe Price International Discovery Fund TIDDX | $1K–$15K | — | |
| Feb 15 | Sep 3 | BUY | T. Rowe Price International Discovery Fund TIDDX | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | Victory Sycamore Small Company Opportunity Fund VSOIX | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | $BBVLX Bridge Builder Large Cap Value Fund (BBVLX) | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | $BBVLX Bridge Builder Large Cap Value Fund (BBVLX) | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | Bridge Builder Small/Mid Cap Value Fund BBVSX | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | Bridge Builder Small/Mid Cap Value Fund BBVSX | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | American Funds Euro Pacific Growth Fund FEUPX | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | American Funds Euro Pacific Growth Fund FEUPX | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | Dodge & Cox Stock Fund DODGX | $1K–$15K | — | |
| Feb 15 | Jun 3 | SELL | Dodge & Cox Stock Fund DODGX | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | Dodge & Cox Stock Fund DODGX | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | $RPFIX Royce Premier Fund Institutional | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | $RPFIX Royce Premier Fund Institutional | $1K–$15K | — | |
| Feb 15 | Mar 25 | BUY | $OGVXX JPMorgan US Government Money Market Fund Capital Shares (OGVXX) | $1K–$15K | — | |
| Feb 15 | Sep 3 | BUY | $OGVXX JPMorgan US Government Money Market Fund Capital Shares (OGVXX) | $1K–$15K | — | |
| Feb 15 | Mar 25 | SELL | $BBCPX Bridge Builder Core Plus Bond Fund (BBCPX) | $1K–$15K | — | |
| Feb 15 | Sep 3 | BUY | $BBCPX Bridge Builder Core Plus Bond Fund (BBCPX) | $1K–$15K | — | |
| Feb 15 | Mar 25 | SELL | $BBGLX Bridge Builder Large Cap Growth Fund (BBGLX) | $1K–$15K | — | |
| Feb 15 | Jun 3 | BUY | $BBGLX Bridge Builder Large Cap Growth Fund (BBGLX) | $15K–$50K | — | |
| Feb 15 | Mar 25 | SELL | $BBTBX Bridge Builder Core Bond Fund (BBTBX) | $1K–$15K | — | |
| Feb 15 | Sep 3 | BUY | $BBTBX Bridge Builder Core Bond Fund (BBTBX) | $1K–$15K | — | |
| Feb 15 | Mar 25 | SELL | American Funds Capital World Bond Fund WFBFX | $1K–$15K | — | |
| Feb 15 | Jun 3 | SELL | American Funds Capital World Bond Fund WFBFX | $1K–$15K | — | |
| Feb 15 | Mar 25 | SELL | Dodge & Cox Income Fund DODIX | $1K–$15K | — | |
| Feb 15 | Sep 3 | BUY | Dodge & Cox Income Fund DODIX | $1K–$15K | — | |
| Feb 15 | Oct 9 | SELL | Dodge & Cox Income Fund DODIX | $1K–$15K | — | |
| Feb 15 | Mar 25 | SELL | $MINJX MFS International Intrinsic Value Fund | $1K–$15K | — | |
| Feb 15 | Jun 3 | SELL | $MINJX MFS International Intrinsic Value Fund | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | $MINJX MFS International Intrinsic Value Fund | $1K–$15K | — | |
| Feb 15 | Jun 3 | BUY | $BBIEX Bridge Builder International Equity Fund (BBIEX) | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | $BBIEX Bridge Builder International Equity Fund (BBIEX) | $1K–$15K | — | |
| Feb 15 | Jun 3 | BUY | $PHYQX PGIM High Yield Fund | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | $PHYQX PGIM High Yield Fund | $1K–$15K | — | |
| Feb 15 | Jun 3 | BUY | $PRIUX T Rowe Price International Stock Fund | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | $PRIUX T Rowe Price International Stock Fund | $1K–$15K | — | |
| Feb 15 | Sep 3 | SELL | Bridge Builder Small/Mid Cap Growth Fund BBGSX | $1K–$15K | — | |
| Feb 15 | Mar 27 | BUY | $DEVIX Delaware Small Cap Value Fund Institutional | $1K–$15K | — | |
| Feb 15 | May 28 | SELL | $DEVIX Delaware Small Cap Value Fund Institutional | $1K–$15K | — | |
| Feb 15 | Mar 27 | BUY | $OGVXX JPMorgan US Government Money Market Fund Capital Shares (OGVXX) | $1K–$15K | — | |
| Feb 15 | Mar 27 | BUY | $PRVIX T Rowe Price Small-Cap Value Fund | $1K–$15K | — | |
| Feb 15 | Mar 27 | BUY | Invesco Comstock Fund ICSFX | $1K–$15K | — | |
| Feb 15 | May 28 | SELL | Invesco Comstock Fund ICSFX | $15K–$50K | — | |
| Feb 15 | Mar 27 | BUY | American Funds International Growth and Income Fund IGAIX | $1K–$15K | — |
Showing 50 of 71 disclosures — full history in The Full Ledger (see the data dictionary).
Disclosures are drawn entirely from public STOCK Act and OGE Form 278-T filings; a conflict flag marks a trade in a sector the member's committee oversees (a signal to read, not a finding of wrongdoing). The average market-adjusted return is a descriptive summary of how these already-disclosed trades fared versus the market — it is not a prediction and not investment advice. Conflict screening compares trades only to the sectors a member's current committees oversee; members with no current committee seat (departed members, chamber leadership) aren't screened, so a 0 (or —) here is not an all-clear. See our methodology and data dictionary.
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