Nicola S Montagna
Special Assistant (Departed Administration)
Estimated Net Worth
  • estimated net worth
    Unknown
Salary
  • salary
    Unknown
Employment
  • 01/20/2021 - 05/13/2022
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e

Positions Held Outside United States Government

#
Organization
City
Position
To
1
San Francisco, CA, US
Strategic Finance Associate
01/17/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
(Stock) UBER Uber Technologies
$50,001 - $100,000
Dividends
None (or less than $201)
2
Apollo Global Management (401k) Fidelity
2.1
(Mutual Fund) TRP RETIRE 2060A-TRP RETIRE 2060A
$50,001 - $100,000
None (or less than $201)
3
Uber Technologies (401k) Fidelity
3.1
(Mutual Fund) Vanguard Target 2060-Vanguard Target 2060
$50,001 - $100,000
None (or less than $201)
4
(Self EI) Pete for America South Bend, IN, US
Salary
$5,700.00
5
(Self EI) Biden For President Rochester, MI, US
Salary
$27,700.00
6
(Self EI) Biden Harris Transition Rochester, MI, US
Salary
$7,500.00
7
(Self EI) Uber Technologies Last paycheck from Uber San Francisco, CA, US
Salary
$2,000.00

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, NY, US
Continuing participation in an employee 401k maintained by a former employer. The former employer does not make contributions to the plan.
08/2017
2
San Francisco, CA, US
Continuing participation in an employee 401k maintained by a former employer. The former employer does not make contributions to the plan.
01/2020

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Pete for America; South Bend, IN, US
Salary for Employment
2
Salary for Employment
3
Salary for Employment
4
Uber Technologies; San Francisco, CA, US
Salary for employment ending in January 2020

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
(Stock) NVDA Nvidia
$1,001 - $15,000
Dividends
None (or less than $201)
2
(Stock) LULU Lulu Lemon
$1,001 - $15,000
Dividends
None (or less than $201)
3
(Cash Deposit/Savings) JP Morgan Chase Columbus, OH, US Savings
$1,001 - $15,000
Interest
None (or less than $201)
4
(Cash Deposit/Savings) JP Morgan Chase Columbus, OH, US Checking Account
$1,001 - $15,000
Interest
None (or less than $201)
5
(Other Investment Vehicle) Ellevest Managed Holdings
5.1
(ETF) MUB-iShares National Muni Bond ETF
$1,001 - $15,000
None (or less than $201)
5.2
(ETF) SUB-iShares Short-Term National Muni Bond ETF
$1,001 - $15,000
None (or less than $201)
5.3
(ETF) VB-Vanguard Small Cap ETF
$1,001 - $15,000
None (or less than $201)
5.4
(ETF) VEA-Vanguard Developed Markets Index Fund
$1,001 - $15,000
None (or less than $201)
5.5
(ETF) VO-Vanguard Mid Cap ETF
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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