HOUSE_OVERSIGHT_016734.jpg
1.59 MB
Extraction Summary
1
People
13
Organizations
0
Locations
0
Events
1
Relationships
2
Quotes
Document Information
Type:
Oge form 278e (executive branch personnel public financial disclosure report)
File Size:
1.59 MB
Summary
This document is page 36 of 42 from Donald J. Trump's OGE Form 278e financial disclosure. It lists 19 financial transactions (sales) occurring between January and October 2018 involving various mutual funds and ETFs (including iShares, PIMCO, and JPMorgan funds), all valued between $1,001 and $15,000. The document notes these assets are part of 'Family Trust 3', for which J.P. Morgan serves as the sole trustee and over which Trump has no investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Person filing the financial disclosure form; retains income interest in Family Trust 3.
|
Organizations (13)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of Family Trust 3.
|
|
| PRIMECAP |
Fund manager for PRIMECAP ODYSSEY STOCK FD.
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|
| AMG |
Fund manager for AMG MG PICTET INTL-Z.
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|
| ARTISAN |
Fund manager for ARTISAN INTL VALUE FD-INS.
|
|
| NEUBERGER BERMAN |
Fund manager for NEUBERGER BER MU/C OPP-INS.
|
|
| iShares (BlackRock) |
Issuer of various ETFs listed.
|
|
| AQR |
Fund manager for AQR LONG-SHORT EQUITY-R6.
|
|
| Equinox |
Fund manager for Equinox IPM Systematic Macro Fund.
|
|
| DODGE & COX |
Fund manager for DODGE & COX INCOME FD.
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|
| PIMCO |
Fund manager for various bond funds listed.
|
|
| BLACKROCK |
Fund manager for BLACKROCK HIGH YIELD PORTFOLIO.
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|
| MFS |
Fund manager for MFS EMERGING MKTS DEBT FD R6.
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|
| House Oversight Committee |
Entity associated with the bates stamp HOUSE_OVERSIGHT_016734.
|
Relationships (1)
Footnote states J.P. Morgan is the sole Trustee of the Family Trusts where Trump retains an income interest.
Full Extracted Text
Complete text extracted from the document (1,713 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
36 of 42
Part 7: Transactions
# Description Type Date Amount
42 PRIMECAP ODYSSEY STOCK FD 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 NEUBERGER BER MU/C OPP-INS Sale 26-Oct-2018 $1,001 - $15,000
46 ISHARES CORE MSCI EAFE ETF Sale 13-Aug-2018 $1,001 - $15,000
47 ISHARES CORE MSCI EAFE ETF Sale 13-Aug-2018 $1,001 - $15,000
48 AQR LONG-SHORT EQUITY-R6 Sale 17-Jul-2018 $1,001 - $15,000
49 Equinox IPM Systematic Macro Fund Sale 17-Jul-2018 $1,001 - $15,000
50 ISHARES MSCI EAFE INDEX FUND Sale 08-Jun-2018 $1,001 - $15,000
51 ISHARES MSCI EAFE INDEX FUND Sale 07-Jun-2018 $1,001 - $15,000
52 ISHARES MSCI EAFE INDEX FUND Sale 07-Jun-2018 $1,001 - $15,000
53 ISHARES MSCI EAFE INDEX FUND Sale 11-Apr-2018 $1,001 - $15,000
54 DODGE & COX INCOME FD Sale 11-Apr-2018 $1,001 - $15,000
55 PIMCO UNCONSTRAINED BOND-INS Sale 11-Apr-2018 $1,001 - $15,000
56 BLACKROCK HIGH YIELD PORTFOLIO Sale 12-Feb-2018 $1,001 - $15,000
57 MFS EMERGING MKTS DEBT FD R6 Sale 12-Feb-2018 $1,001 - $15,000
58 PIMCO SHORT-TERM FD-INSTL Sale 12-Feb-2018 $1,001 - $15,000
59 JPM SHRT-INT MUNI BND-I FUND 3602 Sale 25-Jan-2018 $1,001 - $15,000
60 JPMORGAN GL RES ENH IDX-R6 Sale 25-Jan-2018 $1,001 - $15,000
Family Trust 3*
* 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_016734
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
36 of 42
Part 7: Transactions
# Description Type Date Amount
42 PRIMECAP ODYSSEY STOCK FD 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 NEUBERGER BER MU/C OPP-INS Sale 26-Oct-2018 $1,001 - $15,000
46 ISHARES CORE MSCI EAFE ETF Sale 13-Aug-2018 $1,001 - $15,000
47 ISHARES CORE MSCI EAFE ETF Sale 13-Aug-2018 $1,001 - $15,000
48 AQR LONG-SHORT EQUITY-R6 Sale 17-Jul-2018 $1,001 - $15,000
49 Equinox IPM Systematic Macro Fund Sale 17-Jul-2018 $1,001 - $15,000
50 ISHARES MSCI EAFE INDEX FUND Sale 08-Jun-2018 $1,001 - $15,000
51 ISHARES MSCI EAFE INDEX FUND Sale 07-Jun-2018 $1,001 - $15,000
52 ISHARES MSCI EAFE INDEX FUND Sale 07-Jun-2018 $1,001 - $15,000
53 ISHARES MSCI EAFE INDEX FUND Sale 11-Apr-2018 $1,001 - $15,000
54 DODGE & COX INCOME FD Sale 11-Apr-2018 $1,001 - $15,000
55 PIMCO UNCONSTRAINED BOND-INS Sale 11-Apr-2018 $1,001 - $15,000
56 BLACKROCK HIGH YIELD PORTFOLIO Sale 12-Feb-2018 $1,001 - $15,000
57 MFS EMERGING MKTS DEBT FD R6 Sale 12-Feb-2018 $1,001 - $15,000
58 PIMCO SHORT-TERM FD-INSTL Sale 12-Feb-2018 $1,001 - $15,000
59 JPM SHRT-INT MUNI BND-I FUND 3602 Sale 25-Jan-2018 $1,001 - $15,000
60 JPMORGAN GL RES ENH IDX-R6 Sale 25-Jan-2018 $1,001 - $15,000
Family Trust 3*
* 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_016734
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