HOUSE_OVERSIGHT_016730.jpg
1.65 MB
Extraction Summary
1
People
14
Organizations
0
Locations
0
Events
1
Relationships
1
Quotes
Document Information
Type:
Oge form 278e (executive branch personnel public financial disclosure report)
File Size:
1.65 MB
Summary
This document is page 32 of 42 of an OGE Form 278e financial disclosure report for Donald J. Trump. It details 20 financial transactions (purchases and sales) of various mutual funds and ETFs (including Fidelity, iShares, PIMCO, and CRM) occurring throughout 2018, all valued between $1,001 and $15,000. A footer note clarifies that J.P. Morgan acts as the sole Trustee for the Family Trusts and that Trump has no investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
The individual filing the financial disclosure report.
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Organizations (14)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Listed in the footer as the sole Trustee for the Family Trusts.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_016730'.
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| Fidelity |
Asset manager for transaction #20.
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| American Funds |
Asset manager for transaction #21.
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| iShares |
Asset manager for transactions #22, #24.
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| SPDR |
Asset manager for transaction #23.
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| PIMCO |
Asset manager for transactions #25, #34.
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| Metropolitan West |
Asset manager for transactions #26, #30.
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| CRM |
Asset manager for transactions #27, #37.
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| American Beacon |
Asset manager for transactions #28, #36.
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| GMO |
Asset manager for transactions #29, #38.
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| Dodge & Cox |
Asset manager for transaction #31.
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| Chilton |
Asset manager for transactions #32, #33.
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| John Hancock |
Asset manager for transaction #35.
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Relationships (1)
Footer note: 'J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest...'
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_016730.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,875 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
32 of 42
Part 7: Transactions
# Description Type Date Amount
20 FIDELITY 500 INDEX FD-AI Purchase 12-Feb-2018 $1,001 - $15,000
21 AMER FNDS T/E BND FND AM-F3 Purchase 30-Jan-2018 $1,001 - $15,000
22 ISHARES CORE MSCI EAFE ETF Purchase 25-Jan-2018 $1,001 - $15,000
23 SPDR S&P 500 ETF TRUST Purchase 25-Jan-2018 $1,001 - $15,000
24 ISHARES INC MSCI JAPAN NEW Purchase 25-Jan-2018 $1,001 - $15,000
25 PIMCO SHORT-TERM FD-INSTL Purchase 25-Jan-2018 $1,001 - $15,000
26 METROPOLITAN WEST Total Return Bond-PLN Purchase 25-Jan-2018 $1,001 - $15,000
27 CRM LONG/SHORT OPPORTUNITIES FUND Purchase 25-Jan-2018 $1,001 - $15,000
28 AMERICAN BEACON GLG Total Return - Ultra Purchase 25-Jan-2018 $1,001 - $15,000
29 GMO SGM MAJOR MARKETS FD-VI Purchase 25-Jan-2018 $1,001 - $15,000
30 METROPOLITAN WEST Total Return Bond-PLN Sale 20-Dec-2018 $1,001 - $15,000
31 DODGE & COX INCOME FD Sale 20-Dec-2018 $1,001 - $15,000
32 CHILTON STRATEGIC EUROPEAN EQUITIES FD Sale 30-Nov-2018 $1,001 - $15,000
33 CHILTON STRATEGIC EUROPEAN EQUITIES FD Sale 16-Nov-2018 $1,001 - $15,000
34 PIMCO UNCONSTRAINED BOND-INS Sale 09-Nov-2018 $1,001 - $15,000
35 JOHN HAN II-ABS RET CURR-R6 Sale 08-Nov-2018 $1,001 - $15,000
36 AMERICAN BEACON GLG Total Return - Ultra Sale 08-Nov-2018 $1,001 - $15,000
37 CRM LONG/SHORT OPPORTUNITIES FUND Sale 08-Nov-2018 $1,001 - $15,000
38 GMO SGM MAJOR MARKETS FD-VI Sale 08-Nov-2018 $1,001 - $15,000
39 JPMORGAN GL RES ENH IDX-R6 Sale 29-Oct-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
32 of 42
Part 7: Transactions
# Description Type Date Amount
20 FIDELITY 500 INDEX FD-AI Purchase 12-Feb-2018 $1,001 - $15,000
21 AMER FNDS T/E BND FND AM-F3 Purchase 30-Jan-2018 $1,001 - $15,000
22 ISHARES CORE MSCI EAFE ETF Purchase 25-Jan-2018 $1,001 - $15,000
23 SPDR S&P 500 ETF TRUST Purchase 25-Jan-2018 $1,001 - $15,000
24 ISHARES INC MSCI JAPAN NEW Purchase 25-Jan-2018 $1,001 - $15,000
25 PIMCO SHORT-TERM FD-INSTL Purchase 25-Jan-2018 $1,001 - $15,000
26 METROPOLITAN WEST Total Return Bond-PLN Purchase 25-Jan-2018 $1,001 - $15,000
27 CRM LONG/SHORT OPPORTUNITIES FUND Purchase 25-Jan-2018 $1,001 - $15,000
28 AMERICAN BEACON GLG Total Return - Ultra Purchase 25-Jan-2018 $1,001 - $15,000
29 GMO SGM MAJOR MARKETS FD-VI Purchase 25-Jan-2018 $1,001 - $15,000
30 METROPOLITAN WEST Total Return Bond-PLN Sale 20-Dec-2018 $1,001 - $15,000
31 DODGE & COX INCOME FD Sale 20-Dec-2018 $1,001 - $15,000
32 CHILTON STRATEGIC EUROPEAN EQUITIES FD Sale 30-Nov-2018 $1,001 - $15,000
33 CHILTON STRATEGIC EUROPEAN EQUITIES FD Sale 16-Nov-2018 $1,001 - $15,000
34 PIMCO UNCONSTRAINED BOND-INS Sale 09-Nov-2018 $1,001 - $15,000
35 JOHN HAN II-ABS RET CURR-R6 Sale 08-Nov-2018 $1,001 - $15,000
36 AMERICAN BEACON GLG Total Return - Ultra Sale 08-Nov-2018 $1,001 - $15,000
37 CRM LONG/SHORT OPPORTUNITIES FUND Sale 08-Nov-2018 $1,001 - $15,000
38 GMO SGM MAJOR MARKETS FD-VI Sale 08-Nov-2018 $1,001 - $15,000
39 JPMORGAN GL RES ENH IDX-R6 Sale 29-Oct-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_016730
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