Estimated Net Worth
- Unknown
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 | ||
Do you have information about Nicola S. Montagna that is missing from this database?
Drop us a line at [email protected].