HOUSE_OVERSIGHT_016737.jpg
1.54 MB
Extraction Summary
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People
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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 (executive branch personnel public financial disclosure report)
File Size:
1.54 MB
Summary
This document is page 39 of 42 from Donald J. Trump's OGE Form 278e Financial Disclosure Report. It lists 19 financial transactions (all sales) occurring between January and October 2018, involving various mutual funds and ETFs (including iShares, PIMCO, and AQR). A footer note clarifies that J.P. Morgan acts as the sole Trustee for these assets, and Trump holds an income interest without investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Person filing the financial disclosure; retains income interest in Family Trusts but has no investment decision autho...
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Organizations (11)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of the Family Trusts mentioned in the footer.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_016737'.
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| AMG |
Fund manager listed in transactions.
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| Artisan |
Fund manager listed in transactions.
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| Neuberger Berman |
Fund manager listed in transactions (NEUBERGER BER).
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| Dodge & Cox |
Fund manager listed in transactions.
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| iShares |
ETF provider listed in transactions.
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| AQR |
Fund manager listed in transactions.
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| PIMCO |
Fund manager listed in transactions.
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| BlackRock |
Fund manager listed in transactions.
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| MFS |
Fund manager listed in transactions.
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Relationships (1)
Footer note: 'J.P. Morgan is the sole Trustee. Donald J. 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_016737.jpg
Quote #1
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