This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Brian Darrell Montgomery
Assistant Secretary | Financial Disclosure »
Former Positions Outside Government
- Commonwealth USA Settlements, LLC Minority Partner
- Kuity, Inc Director (Position was unpaid.)
- Reverse Mortgage Funding LLC Board of Directors (Parent company of Reverse Mortgage Investment Trust.)
- Reverse Mortgage Investment Trust Board of Directors
- Situs Group, LLC Managing Director (The Situs Group, Inc acquired The Collingwood Group in May 2017. The Collingwood Group name remains with the addition "A Situs Company.")
- The Collingwood Group LLC Vice Chairman
- The Radian Group Inc. Board of Directors
Former Compensation Sources
- Accenture Consulting My work involved providing insight and advice on FHA policies and procedures.
- Caliber Home Loans My work involved providing insight and advice on FHA policies and procedures.
- Commonwealth USA Settlements, LLC I served as corporate director and exercised the corporate governance responsibilities that are normal and customary as a board member.
- Dorsey & Whitney, LLP My work involved providing insight and advice on FHA policies and procedures.
- McGuireWoods, LLP My work involved providing insight and advice on FHA policies and procedures.
- Morrison & Foerster, LLP My work involved providing insight and advice on FHA policies and procedures.
- Nationstar Mortgage My work involved providing insight and advice on FHA policies and procedures.
- Reverse Mortgage Funding LLC I help provide strategic guidance on the direction of the company. I also help ensure RMF has the necessary oversight particularly in the areas of Governance and Compensation as I sit on those two Board committees. (Some compensation was received when it was called Reverse Mortgage Investment Trust.)
- Situs Group, LLC I assist in new client prospecting and current client maintenance. I assist in the general management and strategic direction of the company.
- Solar City, Inc My work involved providing insight and advice on FHA policies and procedures.
- Ten-X, Inc. My work involved providing insight and advice on FHA policies and procedures.
- The Collingwood Group Co-founder and partner, I assist in new client prospecting and current client maintenance. I assist in the general management and strategic direction of the company.
- The Radian Group I help guide strategic direction of the company with a focus revenue, growth, compliance, personnel, audits, investment strategy, and legal matters. I also serve on the credit and audit committees.
- US Bank My work involved providing insight and advice on FHA policies and procedures.
- Well Fargo Bank, NA My work involved providing insight and advice on FHA policies and procedures.
Employment Assets
| Description | Value | Income |
|---|---|---|
| The Radian Group | $86,625 | |
| The Collingwood Group (Risk Management) | $637,500 | |
| The Collingwood Group (Risk Management) | None (or less than $1,001) | $100,001 - $1,000,000 |
| The Radian Group, vested and unvested restricted stock units | $1,000,001 - $5,000,000 | None (or less than $201) |
| Reverse Mortgage Investment Trust (RMIT), common stock | $100,001 - $250,000 | None (or less than $201) |
| Reverse Mortgage Investment Trust (Reverse mortgage lender and servicer.) | $42,155 | |
| Commonwealth USA Settlements, LLC (Loan settlement services.) | None (or less than $1,001) | $15,001 - $50,000 |
| Texas Employees Retirement System Defined Benefit Plan | $15,001 - $50,000 | None (or less than $201) |
| Situs Group, LLC, cash receivable | $15,001 - $50,000 | None (or less than $201) |
| The Collingwood Group 401K | ||
| Principal LifeTime 2020 | $250,001 - $500,000 | $15,001 - $50,000 |
| Edward Jones IRA | ||
| Bridge Builder Core Fund | $15,001 - $50,000 | None (or less than $201) |
| Bridge Builder Core Plus Bond | $1,001 - $15,000 | None (or less than $201) |
| Bridge Builder Large Growth | $1,001 - $15,000 | None (or less than $201) |
| Bridge Builder Large Value | $15,001 - $50,000 | None (or less than $201) |
| Bridge Builder SmallMid Growth | $1,001 - $15,000 | None (or less than $201) |
| Bridge Builder SmallMid Value | $1,001 - $15,000 | None (or less than $201) |
| Capital World Bond Fund CLF2 | $1,001 - $15,000 | None (or less than $201) |
| Dimensional DFA International Value Fund | $15,001 - $50,000 | None (or less than $201) |
| Dodge & Cox Stock Fund | $15,001 - $50,000 | None (or less than $201) |
| EuroPacific Growth Fund CLF2 | $15,001 - $50,000 | None (or less than $201) |
| Franklin Mutual Shares Fund CLZ | $1,001 - $15,000 | None (or less than $201) |
| John Hancock Disciplined Value Mid Cap Fund CL1 | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan US Government Money Market Fund Capital CL | $1,001 - $15,000 | None (or less than $201) |
| Metropolitan West Funds Total Return Bond Fund CL 1 | $1,001 - $15,000 | None (or less than $201) |
| MFS International Value Fund CL 1 | $1,001 - $15,000 | None (or less than $201) |
| Pimco Funds Total Return Fund IV Inst CL | $1,001 - $15,000 | None (or less than $201) |
| Prudential High Yield Fund CL Q | $1,001 - $15,000 | None (or less than $201) |
| Prudential Jennison Mid-Cap Growth Fund Inc CL Q | $1,001 - $15,000 | None (or less than $201) |
| Royce Premier Fund Institutional CL | $1,001 - $15,000 | None (or less than $201) |
| T Rowe Price Institutional Large Cap Growth Fund | $1,001 - $15,000 | None (or less than $201) |
| T Rowe Price International Discovery Fund CL 1 | $1,001 - $15,000 | None (or less than $201) |
| Victory Sycamore Small Company Opportunity Fund Class 1 | $1,001 - $15,000 | None (or less than $201) |
| Edward Jones IRA #2 | ||
| Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| General Electric Co Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Hexcel Corp Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Johnson & Johnson Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Kimberly Clark Corp Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Oracle Corp Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Pfizer Inc Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Signature Bank - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Time Warner Inc Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| MFS Moderate Allocation Fund CL A | $50,001 - $100,000 | $5,001 - $15,000 |
| The Radian Group, anticipated director fees | $100,001 - $250,000 | None (or less than $201) |
| Situs Group, LLC, ordinary common units | $1,000,001 - $5,000,000 | None (or less than $201) |
| Situs Group LLC | $28,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Virginia 529 College Savings Plan | ||
| Portfolio 2024 | $15,001 - $50,000 | None (or less than $201) |
| Virginia 529 College Savings Plan | ||
| Portfolio 2030 | $15,001 - $50,000 | None (or less than $201) |
| Single Family Rental Property, Austin TX | $250,001 - $500,000 | $15,001 - $50,000 |
| U.S. bank account #1 (cash) | $15,001 - $50,000 | None (or less than $201) |
| U.S. bank account #2 (cash) | $500,001 - $1,000,000 | $201 - $1,000 |
| U.S. bank account #3 (cash) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| The Radian Group | Philadelphia, Pennsylvania | The Radian Group will accelerate the vesting of my nonvested restricted stock units, which will occur before I assume the duties of Assistant Secretary. Pursuant to Radian’s equity plan, my vested restricted stock units are converted into shares of Radian’s common stock upon resignation. | May 16, 2012 |
| The Collingwood Group | Washington, District of Columbia | I will continue to participate in this defined contribution plan. My former employer will not make further contributions after my separation. | Jan. 16, 2010 |
| Employee Retirement System of Texas | Austin, Texas | I will continue to participate in this defined benefit plan. | Feb. 15, 1995 |
| Situs Group, LLC | Houston, Texas | Upon confirmation, The Situs Group, Inc. will convert my ordinary common units to cash, which will occur before I assume the duties of Assistant Secretary of Housing/FHA Commissioner. The Situs Group, Inc. will also make a cash payment to me equal to the remaining balance of its acquisition of The Collingwood Group LLC, in May 2017. | May 16, 2017 |
| The Radian Group | Philadelphia, Pennsylvania | Upon my resignation, I will be entitled to a prorated portion of my $115,000 annual equity award in cash for time served since the previous annual meeting. | May 16, 2012 |
| The Radian Group | Philadelphia, Pennsylvania | Pursuant to Radian’s director compensation program, which is described in Radian’s annual proxy statement filed with the SEC, I am paid an annual retainer for my service of $32,500 (which is paid $8,125 in advance on a quarterly basis) and $2,000 per meeting attended (paid in arrears). | May 16, 2012 |
| The Radian Group | Philadelphia, Pennsylvania | I am entitled to expense reimbursements in connection with my attendance at Radian Group’s August 2017 Board of Director and Board Committee meetings and in connection with any future meetings I might attend prior to my resignation. | May 16, 2012 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Wells Fargo | Mortgage on Personal Residence | $500,001 - $1,000,000 | 3.875 | 2015 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| The Chertoff Group (Homeland and Cyber Security Consulting) (All Board compensation from Radian is paid directly to me but is a pass-thru to my employer The Collingwood Group.) | salary, bonus | ||
| The Chertoff Group (investment plans) (The Collingwood Group was acquired by The Situs Group, Inc in May 2017. The Collingwood Group name will remain with the addition of "A Situs Company.") | |||
| Diamond Holdings LLC, (business services) | |||
| Delta Risk LLC, (cyber security) | $1,001 - $15,000 | None (or less than $201) | |
| Vulcan Holdings LLC, (business services) | |||
| Coal Fire Systems, Inc., (cyber security) | $1,001 - $15,000 | None (or less than $201) | |
| SC SPV LLC, (banking and financial services) | |||
| Silent Circle, (cyber security for banking and financial services) | $15,001 - $50,000 | None (or less than $201) | |
| Chertoff Group 401(K) Plan | |||
| JPMorgan Smart Reirement 2030A | $50,001 - $100,000 | None (or less than $201) | |
| JPMorgan Smart Retirement 2040A | $1,001 - $15,000 | None (or less than $201) | |
| JP Morgan Intrepid Value A | $15,001 - $50,000 | None (or less than $201) | |
| Edward Jones IRA | |||
| American Fundamental Investors CLF3 | $15,001 - $50,000 | None (or less than $201) | |
| American International Growth and Income CLF3 | $1,001 - $15,000 | None (or less than $201) | |
| Artisan International Value Fund Advisor Class | $15,001 - $50,000 | None (or less than $201) | |
| Bridge Builder Core Bond | $1,001 - $15,000 | None (or less than $201) | |
| Bridge Builder Intl Equity | $15,001 - $50,000 | None (or less than $201) | |
| Bridge Builder Large Growth | $1,001 - $15,000 | None (or less than $201) | |
| Bridge Builder SmallMid Growth | $1,001 - $15,000 | None (or less than $201) | |
| Bridge BuilderSmallMid Value | $1,001 - $15,000 | None (or less than $201) | |
| Delaware Small Cap Value Fund CL 1 | $1,001 - $15,000 | None (or less than $201) | |
| Delaware US Growth Fund CL 1 | $1,001 - $15,000 | None (or less than $201) | |
| Dodge & Cox Stock Fund | $1,001 - $15,000 | None (or less than $201) | |
| Hotchkis & Wiley Mid Cap Value Fund CL 1 | $1,001 - $15,000 | None (or less than $201) | |
| Invesco Comstock Fund Class Y | $1,001 - $15,000 | None (or less than $201) | |
| JPMorgan US Government Money Market Fund Capital CL | $1,001 - $15,000 | None (or less than $201) | |
| MFS Value Fund CL 1 | $15,001 - $50,000 | None (or less than $201) | |
| Oppenheimer International Grow Fund CL 1 | $1,001 - $15,000 | None (or less than $201) | |
| PIMCO Funds High Yield Fund Institutional Class | $1,001 - $15,000 | None (or less than $201) | |
| PrimeCap Odyssey Stock Fund | $1,001 - $15,000 | None (or less than $201) | |
| T Rowe Price Institutional Large Cap Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
| T Rowe Price Intenrational Discovery Fund CL 1 | $1,001 - $15,000 | None (or less than $201) | |
| T Rowe Price Small Cap Value CL 1 | $1,001 - $15,000 | None (or less than $201) | |
| Victory Munder Mid Cap Core Growth Fund CL Y | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Brian Darrell Montgomery? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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