HOUSE_OVERSIGHT_016730.jpg
1.65 MB
Extraction Summary
1
People
14
Organizations
0
Locations
0
Events
1
Relationships
1
Quotes
Document Information
Type:
Oge form 278e (executive branch personnel public financial disclosure report)
File Size:
1.65 MB
Summary
This document is page 32 of 42 of an OGE Form 278e financial disclosure report for Donald J. Trump. It details 20 financial transactions (purchases and sales) of various mutual funds and ETFs (including Fidelity, iShares, PIMCO, and CRM) occurring throughout 2018, all valued between $1,001 and $15,000. A footer note clarifies that J.P. Morgan acts as the sole Trustee for the Family Trusts and that Trump has no investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
The individual filing the financial disclosure report.
|
Organizations (14)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Listed in the footer as the sole Trustee for the Family Trusts.
|
|
| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_016730'.
|
|
| Fidelity |
Asset manager for transaction #20.
|
|
| American Funds |
Asset manager for transaction #21.
|
|
| iShares |
Asset manager for transactions #22, #24.
|
|
| SPDR |
Asset manager for transaction #23.
|
|
| PIMCO |
Asset manager for transactions #25, #34.
|
|
| Metropolitan West |
Asset manager for transactions #26, #30.
|
|
| CRM |
Asset manager for transactions #27, #37.
|
|
| American Beacon |
Asset manager for transactions #28, #36.
|
|
| GMO |
Asset manager for transactions #29, #38.
|
|
| Dodge & Cox |
Asset manager for transaction #31.
|
|
| Chilton |
Asset manager for transactions #32, #33.
|
|
| John Hancock |
Asset manager for transaction #35.
|
Relationships (1)
Footer note: 'J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest...'
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_016730.jpg
Quote #1
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein document