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1.7 MB
Extraction Summary
1
People
10
Organizations
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Locations
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Events
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Relationships
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Quotes
Document Information
Type:
Oge form 278e (financial disclosure report)
File Size:
1.7 MB
Summary
This document is page 37 of 42 from Donald J. Trump's OGE Form 278e financial disclosure. It lists 20 financial transactions (purchases) made between January and December 2018, primarily consisting of mutual funds and ETFs (including J.P. Morgan, BlackStone, and iShares products). A footnote clarifies that J.P. Morgan is the sole trustee with investment decision authority, while Trump retains only an income interest. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, suggesting it is part of a congressional inquiry, potentially related to J.P. Morgan's broader practices.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Person filing the financial disclosure; retains income interest in Family Trusts.
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Organizations (10)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of the Family Trusts; holds investment decision authority.
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| House Oversight Committee |
Implied by Bates stamp 'HOUSE_OVERSIGHT'.
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| iShares |
Issuer of Treasury Bond Funds and ETFs purchased.
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| Boston Partners |
Issuer of equity fund purchased.
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| Lord Abbett |
Issuer of short duration fund purchased.
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| Blackstone |
Issuer of multi-strategy fund purchased.
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| Six Circles |
J.P. Morgan proprietary funds purchased.
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| Fidelity |
Issuer of index funds purchased.
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| PIMCO |
Issuer of short-term funds purchased.
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| American Funds |
Issuer of bond funds purchased.
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Relationships (1)
Footnote states: 'J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts...'
Key Quotes (1)
"* J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority."Source
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Quote #1
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