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1.7 MB
Extraction Summary
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People
10
Organizations
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Locations
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Events
1
Relationships
1
Quotes
Document Information
Type:
Oge form 278e (financial disclosure report)
File Size:
1.7 MB
Summary
This document is page 37 of 42 from Donald J. Trump's OGE Form 278e financial disclosure. It lists 20 financial transactions (purchases) made between January and December 2018, primarily consisting of mutual funds and ETFs (including J.P. Morgan, BlackStone, and iShares products). A footnote clarifies that J.P. Morgan is the sole trustee with investment decision authority, while Trump retains only an income interest. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, suggesting it is part of a congressional inquiry, potentially related to J.P. Morgan's broader practices.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Person filing the financial disclosure; retains income interest in Family Trusts.
|
Organizations (10)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of the Family Trusts; holds investment decision authority.
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|
| House Oversight Committee |
Implied by Bates stamp 'HOUSE_OVERSIGHT'.
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| iShares |
Issuer of Treasury Bond Funds and ETFs purchased.
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|
| Boston Partners |
Issuer of equity fund purchased.
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| Lord Abbett |
Issuer of short duration fund purchased.
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| Blackstone |
Issuer of multi-strategy fund purchased.
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| Six Circles |
J.P. Morgan proprietary funds purchased.
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| Fidelity |
Issuer of index funds purchased.
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| PIMCO |
Issuer of short-term funds purchased.
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| American Funds |
Issuer of bond funds purchased.
|
Relationships (1)
Footnote states: '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_016735.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,975 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
37 of 42
Part 7: Transactions
# Description Type Date Amount
1 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 20-Dec-2018 $1,001 - $15,000
2 BOSTON P GL LG/SH EQ-INST Purchase 16-Nov-2018 $1,001 - $15,000
3 LORD ABBETT SHRT DUR INC-F3 Purchase 09-Nov-2018 $1,001 - $15,000
4 BLACKSTONE ALT MULTI-STRAT- Y Purchase 09-Nov-2018 $1,001 - $15,000
5 JPMORGAN BETABUILDERS CANADA ETF Purchase 26-Oct-2018 $1,001 - $15,000
6 JPMORGAN BETABUILDERS CANADA ETF Purchase 26-Oct-2018 $1,001 - $15,000
7 SIX CIRCLES TAX AWARE ULTRA SHORT DURATION FUND Purchase 26-Oct-2018 $1,001 - $15,000
8 SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND Purchase 26-Oct-2018 $15,001 - $50,000
9 JPM SHRT-INT MUNI BND-I FUND 3602 Purchase 26-Oct-2018 $1,001 - $15,000
10 SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND Purchase 26-Oct-2018 $1,001 - $15,000
11 JPMORGAN BETABUILDERS CANADA ETF Purchase 13-Aug-2018 $1,001 - $15,000
12 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 17-Jul-2018 $1,001 - $15,000
13 JPM SHRT-INT MUNI BND-I FUND 3602 Purchase 17-Jul-2018 $1,001 - $15,000
14 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 13-Jun-2018 $1,001 - $15,000
15 ISHARES CORE MSCI EAFE ETF Purchase 27-Feb-2018 $1,001 - $15,000
16 JPM SHRT-INT MUNI BND-I FUND 3602 Purchase 27-Feb-2018 $1,001 - $15,000
17 FIDELITY 500 INDEX FD-AI Purchase 27-Feb-2018 $1,001 - $15,000
18 PIMCO SHORT-TERM FD-INSTL Purchase 27-Feb-2018 $1,001 - $15,000
19 FIDELITY 500 INDEX FD-AI Purchase 12-Feb-2018 $1,001 - $15,000
20 AMER FNDS T/E BND FND AM-F3 Purchase 30-Jan-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
37 of 42
Part 7: Transactions
# Description Type Date Amount
1 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 20-Dec-2018 $1,001 - $15,000
2 BOSTON P GL LG/SH EQ-INST Purchase 16-Nov-2018 $1,001 - $15,000
3 LORD ABBETT SHRT DUR INC-F3 Purchase 09-Nov-2018 $1,001 - $15,000
4 BLACKSTONE ALT MULTI-STRAT- Y Purchase 09-Nov-2018 $1,001 - $15,000
5 JPMORGAN BETABUILDERS CANADA ETF Purchase 26-Oct-2018 $1,001 - $15,000
6 JPMORGAN BETABUILDERS CANADA ETF Purchase 26-Oct-2018 $1,001 - $15,000
7 SIX CIRCLES TAX AWARE ULTRA SHORT DURATION FUND Purchase 26-Oct-2018 $1,001 - $15,000
8 SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND Purchase 26-Oct-2018 $15,001 - $50,000
9 JPM SHRT-INT MUNI BND-I FUND 3602 Purchase 26-Oct-2018 $1,001 - $15,000
10 SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND Purchase 26-Oct-2018 $1,001 - $15,000
11 JPMORGAN BETABUILDERS CANADA ETF Purchase 13-Aug-2018 $1,001 - $15,000
12 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 17-Jul-2018 $1,001 - $15,000
13 JPM SHRT-INT MUNI BND-I FUND 3602 Purchase 17-Jul-2018 $1,001 - $15,000
14 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 13-Jun-2018 $1,001 - $15,000
15 ISHARES CORE MSCI EAFE ETF Purchase 27-Feb-2018 $1,001 - $15,000
16 JPM SHRT-INT MUNI BND-I FUND 3602 Purchase 27-Feb-2018 $1,001 - $15,000
17 FIDELITY 500 INDEX FD-AI Purchase 27-Feb-2018 $1,001 - $15,000
18 PIMCO SHORT-TERM FD-INSTL Purchase 27-Feb-2018 $1,001 - $15,000
19 FIDELITY 500 INDEX FD-AI Purchase 12-Feb-2018 $1,001 - $15,000
20 AMER FNDS T/E BND FND AM-F3 Purchase 30-Jan-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_016735
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