HOUSE_OVERSIGHT_016729.jpg
1.69 MB
Extraction Summary
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People
12
Organizations
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Locations
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Events
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Relationships
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Quotes
Document Information
Type:
Government financial disclosure form (oge form 278e)
File Size:
1.69 MB
Summary
This document is page 31 of an OGE Form 278e (financial disclosure) filed by Donald J. Trump. It details 19 financial transactions within 'Family Trust 1' occurring between March and December 2018. All transactions are purchases of various investment funds (ETF, Bond Funds, Equity Funds) in the range of $1,001 - $15,000. A footnote specifies that J.P. Morgan is the sole trustee and Trump has no investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Subject of the financial disclosure form.
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Organizations (12)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of the Family Trusts mentioned in the document.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_016729'.
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| iShares |
Investment fund provider.
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| Barclays |
Investment fund provider.
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| Boston Partners |
Implied by 'BOSTON P GL'.
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| Lord Abbett |
Investment fund provider.
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| Blackstone |
Investment fund provider.
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| Six Circles |
Investment fund provider.
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| Fidelity |
Investment fund provider.
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| CRM |
Investment fund provider.
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| Dodge & Cox |
Investment fund provider.
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| PIMCO |
Investment fund provider.
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Relationships (1)
Footer note states J.P. Morgan is the sole Trustee and Trump retains an income interest only.
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
HOUSE_OVERSIGHT_016729.jpg
Quote #1
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