HOUSE_OVERSIGHT_016731.jpg

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Extraction Summary

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People
11
Organizations
0
Locations
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Events
1
Relationships
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Quotes

Document Information

Type: Oge form 278e (financial disclosure report)
File Size: 1.56 MB
Summary

This document is page 33 of 42 of Donald J. Trump's OGE Form 278e financial disclosure. It lists Part 7 transactions, specifically sales of various investment funds (PIMCO, iShares, AQR, etc.) throughout 2018, mostly valued between $1,001 and $15,000. It also lists one purchase under 'Family Trust 2' and explicitly notes that J.P. Morgan is the sole trustee of the family trusts and that Trump has no investment decision authority over them.

People (1)

Name Role Context
Donald J. Trump Filer
Individual filing the financial disclosure form.

Organizations (11)

Name Type Context
J.P. Morgan
Listed as the sole Trustee for 'Family Trust 2'.
House Oversight Committee
Implied by the document footer stamp 'HOUSE_OVERSIGHT_016731'.
Dodge & Cox
Fund manager listed in transactions.
PIMCO
Fund manager listed in transactions.
FMI
Fund manager listed in transactions.
AMG
Fund manager listed in transactions.
Artisan
Fund manager listed in transactions.
iShares
Fund manager listed in transactions.
AQR
Fund manager listed in transactions.
Blackrock
Fund manager listed in transactions.
MFS
Fund manager listed in transactions.

Relationships (1)

Donald J. Trump Trustee/Beneficiary J.P. Morgan
Footer note: '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
HOUSE_OVERSIGHT_016731.jpg
Quote #1

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