HOUSE_OVERSIGHT_016728.jpg

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Extraction Summary

1
People
18
Organizations
0
Locations
0
Events
1
Relationships
1
Quotes

Document Information

Type: Government financial disclosure form (oge form 278e)
File Size: 1.79 MB
Summary

This document is page 30 of 42 from a financial disclosure form (OGE Form 278e) filed by Donald J. Trump. It lists various assets held in 'Part 6: Other Assets and Income', primarily investment funds and a US Bank cash account, with values generally ranging between $1,001 and $50,000. A footnote indicates that J.P. Morgan is the sole Trustee of the Family Trusts holding these assets, and Trump has no investment decision authority.

People (1)

Name Role Context
Donald J. Trump Filer
Person filing the financial disclosure form listing assets.

Organizations (18)

Name Type Context
J.P. Morgan
Sole Trustee of the Family Trusts mentioned in the footnote.
US Bank
Holder of a cash account listed in assets.
House Oversight Committee
Source of the document (indicated by stamp HOUSE_OVERSIGHT).
Boston Partners
Asset listed (BOSTON P GL LG/SH EQ-INST).
GMO
Asset listed (GMO SGM MAJOR MARKETS FD-VI).
Lord Abbett
Asset listed.
Six Circles
Asset listed.
American Funds
Asset listed.
Dodge & Cox
Asset listed.
iShares
Asset listed.
Metropolitan West
Asset listed.
AQR
Asset listed.
BlackRock
Asset listed.
Chilton
Asset listed.
American Beacon
Asset listed.
John Hancock
Asset listed (JOHN HAN).
MFS
Asset listed.
PIMCO
Asset listed.

Relationships (1)

Donald J. Trump Trustee/Beneficiary J.P. Morgan
Footer note states J.P. Morgan is the sole Trustee and 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_016728.jpg
Quote #1

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