HOUSE_OVERSIGHT_016731.jpg
1.56 MB
Extraction Summary
1
People
11
Organizations
0
Locations
0
Events
1
Relationships
1
Quotes
Document Information
Type:
Oge form 278e (financial disclosure report)
File Size:
1.56 MB
Summary
This document is page 33 of 42 of Donald J. Trump's OGE Form 278e financial disclosure. It lists Part 7 transactions, specifically sales of various investment funds (PIMCO, iShares, AQR, etc.) throughout 2018, mostly valued between $1,001 and $15,000. It also lists one purchase under 'Family Trust 2' and explicitly notes that J.P. Morgan is the sole trustee of the family trusts and that Trump has no investment decision authority over them.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Individual filing the financial disclosure form.
|
Organizations (11)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Listed as the sole Trustee for 'Family Trust 2'.
|
|
| House Oversight Committee |
Implied by the document footer stamp 'HOUSE_OVERSIGHT_016731'.
|
|
| Dodge & Cox |
Fund manager listed in transactions.
|
|
| PIMCO |
Fund manager listed in transactions.
|
|
| FMI |
Fund manager listed in transactions.
|
|
| AMG |
Fund manager listed in transactions.
|
|
| Artisan |
Fund manager listed in transactions.
|
|
| iShares |
Fund manager listed in transactions.
|
|
| AQR |
Fund manager listed in transactions.
|
|
| Blackrock |
Fund manager listed in transactions.
|
|
| MFS |
Fund manager listed in transactions.
|
Relationships (1)
Footer note: '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_016731.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,727 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: 33 of 42
Part 7: Transactions
# Description Type Date Amount
40 DODGE & COX INTL STOCK FD Sale 26-Oct-2018 $1,001 - $15,000
41 PIMCO SHORT-TERM FD-INSTL Sale 26-Oct-2018 $1,001 - $15,000
42 FMI LARGE CAP FUND-INST Sale 26-Oct-2018 $1,001 - $15,000
43 AMG MG PICTET INTL-Z Sale 26-Oct-2018 $1,001 - $15,000
44 ARTISAN INTL VALUE FD-INS Sale 26-Oct-2018 $1,001 - $15,000
45 ISHARES CORE MSCI EAFE ETF Sale 16-Aug-2018 $1,001 - $15,000
46 AQR LONG-SHORT EQUITY-R6 Sale 17-Jul-2018 $1,001 - $15,000
47 AQR MANAGED FUTURES STR-R6 Sale 17-Jul-2018 $1,001 - $15,000
48 ISHARES MSCI EAFE INDEX FUND Sale 08-Jun-2018 $1,001 - $15,000
49 ISHARES MSCI EAFE INDEX FUND Sale 07-Jun-2018 $1,001 - $15,000
50 ISHARES MSCI EAFE INDEX FUND Sale 07-Jun-2018 $1,001 - $15,000
51 PIMCO UNCONSTRAINED BOND-INS Sale 01-Jun-2018 $1,001 - $15,000
52 FMI LARGE CAP FUND-INST Sale 01-Jun-2018 $1,001 - $15,000
53 BLACKROCK HIGH YIELD PORTFOLIO Sale 12-Feb-2018 $1,001 - $15,000
54 MFS EMERGING MKTS DEBT FD R6 Sale 12-Feb-2018 $1,001 - $15,000
55 PIMCO SHORT-TERM FD-INSTL Sale 12-Feb-2018 $1,001 - $15,000
56 JPM SHRT-INT MUNI BND-I FUND 3602 Sale 25-Jan-2018 $1,001 - $15,000
57 JPMORGAN GL RES ENH IDX-R6 Sale 25-Jan-2018 $1,001 - $15,000
Family Trust 2*
1 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 20-Dec-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: 33 of 42
Part 7: Transactions
# Description Type Date Amount
40 DODGE & COX INTL STOCK FD Sale 26-Oct-2018 $1,001 - $15,000
41 PIMCO SHORT-TERM FD-INSTL Sale 26-Oct-2018 $1,001 - $15,000
42 FMI LARGE CAP FUND-INST Sale 26-Oct-2018 $1,001 - $15,000
43 AMG MG PICTET INTL-Z Sale 26-Oct-2018 $1,001 - $15,000
44 ARTISAN INTL VALUE FD-INS Sale 26-Oct-2018 $1,001 - $15,000
45 ISHARES CORE MSCI EAFE ETF Sale 16-Aug-2018 $1,001 - $15,000
46 AQR LONG-SHORT EQUITY-R6 Sale 17-Jul-2018 $1,001 - $15,000
47 AQR MANAGED FUTURES STR-R6 Sale 17-Jul-2018 $1,001 - $15,000
48 ISHARES MSCI EAFE INDEX FUND Sale 08-Jun-2018 $1,001 - $15,000
49 ISHARES MSCI EAFE INDEX FUND Sale 07-Jun-2018 $1,001 - $15,000
50 ISHARES MSCI EAFE INDEX FUND Sale 07-Jun-2018 $1,001 - $15,000
51 PIMCO UNCONSTRAINED BOND-INS Sale 01-Jun-2018 $1,001 - $15,000
52 FMI LARGE CAP FUND-INST Sale 01-Jun-2018 $1,001 - $15,000
53 BLACKROCK HIGH YIELD PORTFOLIO Sale 12-Feb-2018 $1,001 - $15,000
54 MFS EMERGING MKTS DEBT FD R6 Sale 12-Feb-2018 $1,001 - $15,000
55 PIMCO SHORT-TERM FD-INSTL Sale 12-Feb-2018 $1,001 - $15,000
56 JPM SHRT-INT MUNI BND-I FUND 3602 Sale 25-Jan-2018 $1,001 - $15,000
57 JPMORGAN GL RES ENH IDX-R6 Sale 25-Jan-2018 $1,001 - $15,000
Family Trust 2*
1 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND Purchase 20-Dec-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_016731
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein document