Molly C Montgomery
Deputy Assistant Secretary, Europe & Eurasia (Departed Administration)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $3.7 M - $14.1 M
Salary
  • 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
Joe Biden Readiness Project Team
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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