HOUSE_OVERSIGHT_016729.jpg
1.69 MB
Extraction Summary
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People
12
Organizations
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Locations
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Events
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Relationships
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Quotes
Document Information
Type:
Government financial disclosure form (oge form 278e)
File Size:
1.69 MB
Summary
This document is page 31 of an OGE Form 278e (financial disclosure) filed by Donald J. Trump. It details 19 financial transactions within 'Family Trust 1' occurring between March and December 2018. All transactions are purchases of various investment funds (ETF, Bond Funds, Equity Funds) in the range of $1,001 - $15,000. A footnote specifies that J.P. Morgan is the sole trustee and Trump has no investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Subject of the financial disclosure form.
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Organizations (12)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of the Family Trusts mentioned in the document.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_016729'.
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| iShares |
Investment fund provider.
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| Barclays |
Investment fund provider.
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| Boston Partners |
Implied by 'BOSTON P GL'.
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| Lord Abbett |
Investment fund provider.
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| Blackstone |
Investment fund provider.
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| Six Circles |
Investment fund provider.
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| Fidelity |
Investment fund provider.
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| CRM |
Investment fund provider.
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| Dodge & Cox |
Investment fund provider.
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| PIMCO |
Investment fund provider.
|
Relationships (1)
Footer note states J.P. Morgan is the sole Trustee and 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_016729.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,918 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
31 of 42
Part 7: Transactions
# Description Type Date Amount
Family Trust 1*
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 U.S. UNCONSTRAINED EQUITY FUND Purchase 26-Oct-2018 $1,001 - $15,000
8 FIDELITY 500 INDEX FD-AI Purchase 26-Oct-2018 $1,001 - $15,000
9 SIX CIRCLES TAX AWARE ULTRA SHORT DURATION FUND 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 16-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 CRM LONG/SHORT OPPORTUNITIES FUND Purchase 17-Jul-2018 $1,001 - $15,000
15 iSHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 13-Jun-2018 $1,001 - $15,000
16 JPM SHRT-INT MUNI BND-I FUND 3602 Purchase 06-Mar-2018 $1,001 - $15,000
17 DODGE & COX INTL STOCK FD Purchase 06-Mar-2018 $1,001 - $15,000
18 FIDELITY 500 INDEX FD-AI Purchase 06-Mar-2018 $1,001 - $15,000
19 PIMCO SHORT-TERM FD-INSTL Purchase 06-Mar-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_016729
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
31 of 42
Part 7: Transactions
# Description Type Date Amount
Family Trust 1*
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 U.S. UNCONSTRAINED EQUITY FUND Purchase 26-Oct-2018 $1,001 - $15,000
8 FIDELITY 500 INDEX FD-AI Purchase 26-Oct-2018 $1,001 - $15,000
9 SIX CIRCLES TAX AWARE ULTRA SHORT DURATION FUND 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 16-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 CRM LONG/SHORT OPPORTUNITIES FUND Purchase 17-Jul-2018 $1,001 - $15,000
15 iSHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 13-Jun-2018 $1,001 - $15,000
16 JPM SHRT-INT MUNI BND-I FUND 3602 Purchase 06-Mar-2018 $1,001 - $15,000
17 DODGE & COX INTL STOCK FD Purchase 06-Mar-2018 $1,001 - $15,000
18 FIDELITY 500 INDEX FD-AI Purchase 06-Mar-2018 $1,001 - $15,000
19 PIMCO SHORT-TERM FD-INSTL Purchase 06-Mar-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_016729
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