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kaggle-ho-016734House Oversight

OGE Form 278 (Mar 2014) lists modest mutual fund transactions by Donald J. Trump

OGE Form 278 (Mar 2014) lists modest mutual fund transactions by Donald J. Trump The passage merely repeats publicly disclosed financial holdings of former President Trump in low‑value mutual funds. It provides no new names, dates, or suspicious amounts beyond what is already known, offering minimal investigative value. Key insights: Donald J. Trump reported several $1,001‑$15,000 fund purchases in 2018.; Funds include Artisan International Value, Equinox IPM Systematic Macro, PIMCO Short‑Term, JPMorgan short‑term muni bond, and JPMorgan Global Real Estate Index.; The Family Trust is administered by J.P. Morgan, with Trump retaining only an income interest.

Date
Unknown
Source
House Oversight
Reference
kaggle-ho-016734
Pages
1
Persons
7
Integrity
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Summary

OGE Form 278 (Mar 2014) lists modest mutual fund transactions by Donald J. Trump The passage merely repeats publicly disclosed financial holdings of former President Trump in low‑value mutual funds. It provides no new names, dates, or suspicious amounts beyond what is already known, offering minimal investigative value. Key insights: Donald J. Trump reported several $1,001‑$15,000 fund purchases in 2018.; Funds include Artisan International Value, Equinox IPM Systematic Macro, PIMCO Short‑Term, JPMorgan short‑term muni bond, and JPMorgan Global Real Estate Index.; The Family Trust is administered by J.P. Morgan, with Trump retaining only an income interest.

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kagglehouse-oversightfinancial-disclosureogetrumpmutual-fundsfamily-trust

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Text extracted via OCR from the original document. May contain errors from the scanning process.
OGE Form 278 (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 ; - : 36 of 42 | Part 7: Transactions it [Description = Sn efecnenacme me | 44 | ARTISAN INTL VALUE FD-INS | sale | 0crz018 | $1,001 - $15,000 | Ca Sale Sale 9 | Equinox IPM Systematic Macro Fund 17-Jul-2018 $1,001 - $15,000 a | | eee Sale ; Sale oe 5 8 |PIMCO SHORT-TERM FD-INSTL 12-Feb-2018 $1,007 - $15,000 9 JPM SHRT-INT MUNI BND-I FUND 3602 JPMORGAN GL RES ENH IDX-RG 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. | ] | | 25-Jan-2018 $1,001 - $15,000 A ei a LA 7 a Uh ah mal = | ee ple

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