Molly C Montgomery
Deputy Assistant Secretary, Europe & Eurasia (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $3.7 M - $14.1 M
Salary
- Unknown
Employment
- 01/12/2021 - 08/12/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Vice President | 1/2021 | |
2 | Washington, District of Columbia | Non-resident Fellow | 1/2021 | |
3 | Wilmington, Delaware | Europe Policy Co-Lead | 1/2021 | |
4 | Montgomery Family Trust | , Oregon | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Albright Stonebridge Group (International strategic advisory firm) | Salary | $8,689 | |
2 | Roth IRA | |||
2.1 | Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Windsor Fund Admiral Shares (VWNEX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Extended Market Index Fund ETF Shares (VXF) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $50,001 - $100,000 | None (or less than $201) | |
3 | Albright Stonebridge Group 401K | |||
3.1 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I participated in a defined contribution plan and in accordance with my agreement ASG made a final set contribution to this plan in 2021, after which I rolled over the account to a private institution. | 8/2018 | |
2 | Washington, District of Columbia | I will remain on a leave of absence while employed by the federal government. | 9/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC Rental Property 1 | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | DC Rental Property 2 | $1,000,001 - $5,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | U.S. Bank Account (Cash) 1 | $1,001 - $15,000 | None (or less than $201) | |
4 | Trust (Co-Trustee, Future Beneficiary) | $1,000,001 - $5,000,000 | None (or less than $201) | |
4.1 | Portland Commercial Property | $500,001 - $1,000,000 | None (or less than $201) | |
4.2 | Aquila Tax-Free Trust of Oregon Class Y Shares (ORTYX) | $100,001 - $250,000 | None (or less than $201) | |
4.3 | Nuveen Intermediate Duration Municipal Bond Fund Class I Shares (NUVBX) | $100,001 - $250,000 | None (or less than $201) | |
4.4 | Nuveen Oregon Intermediate Municipal Bond Fund Class I Shares (FORCX) | $100,001 - $250,000 | None (or less than $201) | |
4.5 | Nuveen Limited Term Municipal Bond Fund Class I Shares (FLTRX) | $50,001 - $100,000 | None (or less than $201) | |
4.6 | US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | (IRA Rollover) Victory Sycamore Small Company Opportunity Fund Class I Shares (VSOIX) | Sale | 06/22/2021 | $1,001 - $15,000 |
2 | (IRA Rollover) PGIM High Yield Fund Class R6 Shares (PHYQX) | Sale | 06/22/2021 | $1,001 - $15,000 |
3 | (IRA Rollover) AS SPL Mid CP Val R6 | Sale | 06/22/2021 | $1,001 - $15,000 |
4 | (IRA Rollover) MFS Mid Cap Growth Fund Class R6 Shares (OTCKX) | Sale | 06/22/2021 | $1,001 - $15,000 |
5 | (IRA Rollover) MFS Intl Divrsn R4 | Sale | 06/22/2021 | $1,001 - $15,000 |
6 | (IRA Rollover) CBA Lg Cap GR I | Sale | 06/22/2021 | $15,001 - $50,000 |
7 | (IRA Rollover) AF Amer Mutual R6 | Sale | 06/22/2021 | $15,001 - $50,000 |
8 | (IRA Rollover) AF NEW World R6 | Sale | 06/22/2021 | $1,001 - $15,000 |
9 | (IRA Rollover) Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) | Purchase | 08/17/2021 | $1,001 - $15,000 |
10 | (IRA Rollover) Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) | Purchase | 08/17/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JP Morgan Chase Bank | $250,001 - $500,000 | 2016 | 30 years |
2 | TD Bank | $1,000,001 - $5,000,000 | 2020 | 30 years |
3 | Tower Federal Credit Union | $15,001 - $50,000 | 2020 | 15 years |
4 | TD Bank | $1,000,001 - $5,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | On leave since September 2020. |
1 | 3 | Volunteer treated as staff. |
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