HOUSE_OVERSIGHT_016737.jpg
1.54 MB
Extraction Summary
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People
11
Organizations
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Locations
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Events
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Relationships
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Quotes
Document Information
Type:
Oge form 278e (executive branch personnel public financial disclosure report)
File Size:
1.54 MB
Summary
This document is page 39 of 42 from Donald J. Trump's OGE Form 278e Financial Disclosure Report. It lists 19 financial transactions (all sales) occurring between January and October 2018, involving various mutual funds and ETFs (including iShares, PIMCO, and AQR). A footer note clarifies that J.P. Morgan acts as the sole Trustee for these assets, and Trump holds an income interest without investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Person filing the financial disclosure; retains income interest in Family Trusts but has no investment decision autho...
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Organizations (11)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of the Family Trusts mentioned in the footer.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_016737'.
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| AMG |
Fund manager listed in transactions.
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| Artisan |
Fund manager listed in transactions.
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| Neuberger Berman |
Fund manager listed in transactions (NEUBERGER BER).
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| Dodge & Cox |
Fund manager listed in transactions.
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| iShares |
ETF provider listed in transactions.
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| AQR |
Fund manager listed in transactions.
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| PIMCO |
Fund manager listed in transactions.
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| BlackRock |
Fund manager listed in transactions.
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| MFS |
Fund manager listed in transactions.
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Relationships (1)
Footer note: 'J.P. Morgan is the sole Trustee. Donald J. 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_016737.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,683 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
39 of 42
Part 7: Transactions
# Description Type Date Amount
41 AMG MG PICTET INTL-Z Sale 29-Oct-2018 $1,001 - $15,000
42 JPMORGAN US L/C CORE PL-R6 Sale 29-Oct-2018 $1,001 - $15,000
43 ARTISAN INTL VALUE FD-INS Sale 29-Oct-2018 $1,001 - $15,000
44 NEUBERGER BER MU/C OPP-INS Sale 29-Oct-2018 $1,001 - $15,000
45 DODGE & COX INTL STOCK FD Sale 29-Oct-2018 $1,001 - $15,000
46 ISHARES CORE MSCI EAFE ETF Sale 15-Aug-2018 $1,001 - $15,000
47 ISHARES CORE MSCI EAFE ETF Sale 15-Aug-2018 $1,001 - $15,000
48 AQR LONG-SHORT EQUITY-R6 Sale 18-Jul-2018 $1,001 - $15,000
49 AQR MANAGED FUTURES STR-R6 Sale 18-Jul-2018 $1,001 - $15,000
50 ISHARES MSCI EAFE INDEX FUND Sale 12-Jun-2018 $1,001 - $15,000
51 ISHARES MSCI EAFE INDEX FUND Sale 11-Jun-2018 $1,001 - $15,000
52 ISHARES MSCI EAFE INDEX FUND Sale 11-Jun-2018 $1,001 - $15,000
53 ISHARES MSCI EAFE INDEX FUND Sale 16-Apr-2018 $1,001 - $15,000
54 DODGE & COX INCOME FD Sale 13-Apr-2018 $1,001 - $15,000
55 PIMCO UNCONSTRAINED BOND-INS Sale 13-Apr-2018 $1,001 - $15,000
56 BLACKROCK HIGH YIELD PORTFOLIO Sale 13-Feb-2018 $1,001 - $15,000
57 MFS EMERGING MKTS DEBT FD R6 Sale 13-Feb-2018 $1,001 - $15,000
58 PIMCO SHORT-TERM FD-INSTL Sale 13-Feb-2018 $1,001 - $15,000
59 JPM SHRT-INT MUNI BND-I Sale 26-Jan-2018 $15,001 - $50,000
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
39 of 42
Part 7: Transactions
# Description Type Date Amount
41 AMG MG PICTET INTL-Z Sale 29-Oct-2018 $1,001 - $15,000
42 JPMORGAN US L/C CORE PL-R6 Sale 29-Oct-2018 $1,001 - $15,000
43 ARTISAN INTL VALUE FD-INS Sale 29-Oct-2018 $1,001 - $15,000
44 NEUBERGER BER MU/C OPP-INS Sale 29-Oct-2018 $1,001 - $15,000
45 DODGE & COX INTL STOCK FD Sale 29-Oct-2018 $1,001 - $15,000
46 ISHARES CORE MSCI EAFE ETF Sale 15-Aug-2018 $1,001 - $15,000
47 ISHARES CORE MSCI EAFE ETF Sale 15-Aug-2018 $1,001 - $15,000
48 AQR LONG-SHORT EQUITY-R6 Sale 18-Jul-2018 $1,001 - $15,000
49 AQR MANAGED FUTURES STR-R6 Sale 18-Jul-2018 $1,001 - $15,000
50 ISHARES MSCI EAFE INDEX FUND Sale 12-Jun-2018 $1,001 - $15,000
51 ISHARES MSCI EAFE INDEX FUND Sale 11-Jun-2018 $1,001 - $15,000
52 ISHARES MSCI EAFE INDEX FUND Sale 11-Jun-2018 $1,001 - $15,000
53 ISHARES MSCI EAFE INDEX FUND Sale 16-Apr-2018 $1,001 - $15,000
54 DODGE & COX INCOME FD Sale 13-Apr-2018 $1,001 - $15,000
55 PIMCO UNCONSTRAINED BOND-INS Sale 13-Apr-2018 $1,001 - $15,000
56 BLACKROCK HIGH YIELD PORTFOLIO Sale 13-Feb-2018 $1,001 - $15,000
57 MFS EMERGING MKTS DEBT FD R6 Sale 13-Feb-2018 $1,001 - $15,000
58 PIMCO SHORT-TERM FD-INSTL Sale 13-Feb-2018 $1,001 - $15,000
59 JPM SHRT-INT MUNI BND-I Sale 26-Jan-2018 $15,001 - $50,000
* 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_016737
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