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1.66 MB
Extraction Summary
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People
14
Organizations
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Locations
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Events
1
Relationships
1
Quotes
Document Information
Type:
Government financial disclosure report (oge form 278e)
File Size:
1.66 MB
Summary
This document is page 38 of 42 from Donald J. Trump's 2018 OGE Form 278e Financial Disclosure Report. It lists 'Part 7: Transactions' (lines 21-40), detailing the purchase and sale of various mutual funds and ETFs (including iShares, SPDR, Pimco, and Chilton) throughout 2018. A footer note clarifies that J.P. Morgan is the sole trustee of the family trusts involved and that Trump retains only an income interest with no investment decision authority. The document bears a 'HOUSE_OVERSIGHT' Bates stamp.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Individual filing the financial disclosure report.
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Organizations (14)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Identified as the sole Trustee of the Family Trusts.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'.
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| Office of Government Ethics (OGE) |
Creator of Form 278e.
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| iShares |
Investment fund listed in transactions.
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| SPDR |
Investment fund listed in transactions.
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| PIMCO |
Investment fund listed in transactions.
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| Metropolitan West |
Investment fund listed in transactions.
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| CRM |
Investment fund listed in transactions.
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| American Beacon |
Investment fund listed in transactions.
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| GMO |
Investment fund listed in transactions.
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| Dodge & Cox |
Investment fund listed in transactions.
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| Chilton |
Investment fund listed in transactions.
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| John Hancock |
Listed as JOHN HAN II-ABS RET CURR-R6.
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| Primecap |
Investment fund listed in transactions.
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Relationships (1)
Footer note states 'J.P. Morgan is the sole Trustee' for 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_016736.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,866 characters)
OGE Form 278e (March 2014)
Instructions for Part 7
Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information.
Filer's Name
Donald J. Trump
Page Number
38 of 42
Part 7: Transactions
# Description Type Date Amount
21 ISHARES INC MSCI JAPAN NEW Purchase 25-Jan-2018 $1,001 - $15,000
22 SPDR S&P 500 ETF TRUST Purchase 25-Jan-2018 $1,001 - $15,000
23 ISHARES CORE MSCI EAFE ETF Purchase 25-Jan-2018 $1,001 - $15,000
24 PIMCO SHORT-TERM FD-INSTL Purchase 25-Jan-2018 $1,001 - $15,000
25 METROPOLITAN WEST Total Return Bond-PLN Purchase 25-Jan-2018 $1,001 - $15,000
26 CRM LONG/SHORT OPPORTUNITIES FUND Purchase 25-Jan-2018 $1,001 - $15,000
27 AMERICAN BEACON GLG Total Return - Ultra Purchase 25-Jan-2018 $1,001 - $15,000
28 GMO SGM MAJOR MARKETS FD-VI Purchase 25-Jan-2018 $1,001 - $15,000
29 METROPOLITAN WEST Total Return Bond-PLN Sale 21-Dec-2018 $1,001 - $15,000
30 DODGE & COX INCOME FD Sale 21-Dec-2018 $1,001 - $15,000
31 CHILTON STRATEGIC EUROPEAN EQUITIES FD Sale 03-Dec-2018 $1,001 - $15,000
32 CHILTON STRATEGIC EUROPEAN EQUITIES FD Sale 19-Nov-2018 $1,001 - $15,000
33 PIMCO UNCONSTRAINED BOND-INS Sale 13-Nov-2018 $1,001 - $15,000
34 JOHN HAN II-ABS RET CURR-R6 Sale 09-Nov-2018 $1,001 - $15,000
35 AMERICAN BEACON GLG Total Return - Ultra Sale 09-Nov-2018 $1,001 - $15,000
36 CRM LONG/SHORT OPPORTUNITIES FUND Sale 09-Nov-2018 $1,001 - $15,000
37 GMO SGM MAJOR MARKETS FD-VI Sale 09-Nov-2018 $1,001 - $15,000
38 JPMORGAN GL RES ENH IDX-R6 Sale 30-Oct-2018 $1,001 - $15,000
39 PIMCO SHORT-TERM FD-INSTL Sale 29-Oct-2018 $1,001 - $15,000
40 PRIMECAP ODYSSEY STOCK FD Sale 29-Oct-2018 $1,001 - $15,000
Instructions for Part 7
Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information.
Filer's Name
Donald J. Trump
Page Number
38 of 42
Part 7: Transactions
# Description Type Date Amount
21 ISHARES INC MSCI JAPAN NEW Purchase 25-Jan-2018 $1,001 - $15,000
22 SPDR S&P 500 ETF TRUST Purchase 25-Jan-2018 $1,001 - $15,000
23 ISHARES CORE MSCI EAFE ETF Purchase 25-Jan-2018 $1,001 - $15,000
24 PIMCO SHORT-TERM FD-INSTL Purchase 25-Jan-2018 $1,001 - $15,000
25 METROPOLITAN WEST Total Return Bond-PLN Purchase 25-Jan-2018 $1,001 - $15,000
26 CRM LONG/SHORT OPPORTUNITIES FUND Purchase 25-Jan-2018 $1,001 - $15,000
27 AMERICAN BEACON GLG Total Return - Ultra Purchase 25-Jan-2018 $1,001 - $15,000
28 GMO SGM MAJOR MARKETS FD-VI Purchase 25-Jan-2018 $1,001 - $15,000
29 METROPOLITAN WEST Total Return Bond-PLN Sale 21-Dec-2018 $1,001 - $15,000
30 DODGE & COX INCOME FD Sale 21-Dec-2018 $1,001 - $15,000
31 CHILTON STRATEGIC EUROPEAN EQUITIES FD Sale 03-Dec-2018 $1,001 - $15,000
32 CHILTON STRATEGIC EUROPEAN EQUITIES FD Sale 19-Nov-2018 $1,001 - $15,000
33 PIMCO UNCONSTRAINED BOND-INS Sale 13-Nov-2018 $1,001 - $15,000
34 JOHN HAN II-ABS RET CURR-R6 Sale 09-Nov-2018 $1,001 - $15,000
35 AMERICAN BEACON GLG Total Return - Ultra Sale 09-Nov-2018 $1,001 - $15,000
36 CRM LONG/SHORT OPPORTUNITIES FUND Sale 09-Nov-2018 $1,001 - $15,000
37 GMO SGM MAJOR MARKETS FD-VI Sale 09-Nov-2018 $1,001 - $15,000
38 JPMORGAN GL RES ENH IDX-R6 Sale 30-Oct-2018 $1,001 - $15,000
39 PIMCO SHORT-TERM FD-INSTL Sale 29-Oct-2018 $1,001 - $15,000
40 PRIMECAP ODYSSEY STOCK FD Sale 29-Oct-2018 $1,001 - $15,000
* 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.
HOUSE_OVERSIGHT_016736
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