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kaggle-ho-016724House Oversight

OGE Form 278 listing modest investment holdings for Donald J. Trump (March 2014)

OGE Form 278 listing modest investment holdings for Donald J. Trump (March 2014) The document is a routine ethics filing that lists small investment positions and a generic statement about trust income. It provides no new or substantive details about financial flows, misconduct, or relationships to other powerful actors. The information is already publicly known and lacks actionable leads. Key insights: Form 278 is a public ethics disclosure for a former president.; Lists several low‑value mutual fund and bond holdings (most under $1,001).; States Trump has income interest only in family trusts with no investment decision authority.

Date
Unknown
Source
House Oversight
Reference
kaggle-ho-016724
Pages
1
Persons
8
Integrity
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Summary

OGE Form 278 listing modest investment holdings for Donald J. Trump (March 2014) The document is a routine ethics filing that lists small investment positions and a generic statement about trust income. It provides no new or substantive details about financial flows, misconduct, or relationships to other powerful actors. The information is already publicly known and lacks actionable leads. Key insights: Form 278 is a public ethics disclosure for a former president.; Lists several low‑value mutual fund and bond holdings (most under $1,001).; States Trump has income interest only in family trusts with no investment decision authority.

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kagglehouse-oversightethics-filingfinancial-disclosuredonald-trumptrustsinvestment-holdings

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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
OGE Form 278 (March 2014) Instructions for Part 6 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. Filers Name Donald J. Trump : art 6: Other Assets and Income fF PPeserpton YI [Value [Income Type Income Amount 'sleostonpaticisHeanst S| Y | Stoot-siso0 || 9lemoscmmasonmancersrovs | Y | Stats, || luseankcash account = NA $t5001-sso0o || loro asserrsuarourincrs | Y | Stot-stscoo || PMSHRTANTMUNIBNDFD-usD-1 =| Y | St00r~stscoo || Soc cIRCLES TAKAWARE ULTRASHORT | Y_ | —_—$1001-$15.000 cow < AMERICAN FUNDS THE TAX-EXEMPT BOND FUND OF | | sae used AMERICA DODGE & COX INCOME FD ISHARES BARCLAYS 1-3 YEAR TREASURY hw he bo wo id M i bh Pst e[e] es |e S[e] s mE | . FMI LARGE CAP FUND-INST None (or less than $1,001) AMERICAN BEACON GLG Total Return - Ultra None (or less than $1,001) OHN HAN II-ABS RET CURR-R6 | | None (or less than $1,001) MFS EMERGING MKTS DEBT FD R6 None (or less than $1,001) PIMCO UNCONSTRAINED BOND-INS None (or less than $1,001) BLACKROCK HIGH YIELD PT-BLAC None (or less than $1,001) aia * 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. to Ei METROPOLITAN WEST Total Return Bond-PLN fc rst—‘CSCsCisY EI —_ to < 3 3 | 6

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