Ellen Montz
Center Director CCIIO, CMS
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.4 M - $8.8 M
Salary
  • salary
    Unknown
Employment
  • Started 08/29/2021

Financial Disclosure Details - OGE Form 278e (05/12/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Department of Medical Assistance Services-- Virginia State Government
Richmond, Virginia
Chief Deputy and Chief Health Economist
8/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Department of Medical Assistance Services-- Virginia State Government
Salary
$127,000
2
Virginia Department of Medical Assistance Services, defined benefit plan
$15,001 - $50,000
None (or less than $201)
3
Virginia Retirement System -- Hybrid 457 Deferred Compensation Plan
3.1
Target Date 2045 Portfolio
$15,001 - $50,000
$201 - $1,000
4
Virginia Retirement System --Hybrid 401(a) Cash Match Plan
4.1
Target Date 2045 Portfolio
$15,001 - $50,000
$201 - $1,000
5
Schwab Intelligent Portfolio Premium Roth IRA
$15,001 - $50,000
$201 - $1,000
6
Invesco IRA
6.1
Invesco American Franchise Fund Class A Shares (VAFAX)
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Richmond, Virginia
I will continue to participate in this defined benefit plan.
4/2018
2
Richmond, Virginia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
4/2018
3
Richmond, Virginia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
4/2018

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
1
Roth IRA D
1.1
The Coca-Cola Co. (KO)
$15,001 - $50,000
None (or less than $201)
1.2
Costco Wholesale Corporation (COST)
$15,001 - $50,000
None (or less than $201)
1.3
DocuSign, Inc. (DOCU)
None (or less than $1,001)
None (or less than $201)
1.4
Kraft Heinz Co (KHC)
$1,001 - $15,000
None (or less than $201)
1.5
LVMH Moet Hennessy Louis Vuitton (LVMUY)
$1,001 - $15,000
None (or less than $201)
1.6
Netflix Inc (NFLX)
$1,001 - $15,000
None (or less than $201)
1.7
Roku Inc (ROKU)
$1,001 - $15,000
None (or less than $201)
1.8
Target Corporation (TGT)
$1,001 - $15,000
None (or less than $201)
1.9
Viatris Inc (VTRS)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Amazon.com, Inc. (AMZN)
None (or less than $1,001)
Capital Gains
$15,001 - $50,000
2
Berkshire Hathaway Class B (BRK-B)
None (or less than $1,001)
Capital Gains
$201 - $1,000
3
CME Group Class A (CME)
$1,001 - $15,000
None (or less than $201)
4
Crowdstrike Holdings Inc (CRWD)
None (or less than $1,001)
Capital Gains
$5,001 - $15,000
5
Essential Utilities Inc (WTRG)
$50,001 - $100,000
Dividends
$1,001 - $2,500
6
Facebook Inc Class A (FB)
None (or less than $1,001)
Capital Gains
$15,001 - $50,000
7
Home Depot Inc (HD)
$15,001 - $50,000
Dividends
$201 - $1,000
8
Microsoft Corporation (MSFT)
None (or less than $1,001)
Dividends
$5,001 - $15,000
9
NextEra Energy, Inc. (NEE)
$1,001 - $15,000
None (or less than $201)
10
NIKE, Inc. (NKE)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
NVIDIA Corp. (NVDA)
Sale
10/15/2021
$1,001 - $15,000
2
Crowdstrike
Sale
09/16/2021
$15,001 - $50,000
3
Salesforce.com, inc. (CRM)
Sale
10/15/2021
$1,001 - $15,000
4
Apple, Inc. (AAPL)
Sale
10/15/2021
$1,001 - $15,000
5
Procter & Gamble Co. (PG)
Sale
10/15/2021
$1,001 - $15,000
6
Verizon Communications, Inc. (VZ)
Sale
09/16/2021
$1,001 - $15,000
7
Zoom Video Communications, Inc. (ZM)
Sale
10/15/2021
$1,001 - $15,000
8
Kimberly-Clark Corp. (KMB)
Sale
10/15/2021
$1,001 - $15,000
9
Berkshire Hathaway Inc. (BRKB)
Sale
09/15/2021
$1,001 - $15,000
10
JD COM INC
Sale
09/16/2021
$1,001 - $15,000

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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