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OGE Form 278e disclosure shows modest mutual fund transactions by Donald J. Trump (2018‑2019)
Case File
kaggle-ho-016737House Oversight

OGE Form 278e disclosure shows modest mutual fund transactions by Donald J. Trump (2018‑2019)

OGE Form 278e disclosure shows modest mutual fund transactions by Donald J. Trump (2018‑2019) The passage lists routine, low‑value investment sales (all between $1,001‑$50,000) made by Donald J. Trump as reported on a public ethics form. It provides no new allegations, no suspicious counterparties, and no indication of wrongdoing, limiting investigative usefulness. The information is already publicly disclosed and lacks novelty or high‑risk controversy. Key insights: Donald J. Trump reported multiple small‑value mutual fund and ETF sales in 2018.; All transactions fall within the $1,001‑$50,000 range.; The form notes Trump has only an income interest in family trusts and no investment decision authority.

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Unknown
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House Oversight
Reference
kaggle-ho-016737
Pages
1
Persons
7
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Summary

OGE Form 278e disclosure shows modest mutual fund transactions by Donald J. Trump (2018‑2019) The passage lists routine, low‑value investment sales (all between $1,001‑$50,000) made by Donald J. Trump as reported on a public ethics form. It provides no new allegations, no suspicious counterparties, and no indication of wrongdoing, limiting investigative usefulness. The information is already publicly disclosed and lacks novelty or high‑risk controversy. Key insights: Donald J. Trump reported multiple small‑value mutual fund and ETF sales in 2018.; All transactions fall within the $1,001‑$50,000 range.; The form notes Trump has only an income interest in family trusts and no investment decision authority.

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kagglehouse-oversightfinancial-disclosureethics-filinginvestment-transactionsdonald-trump

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Text extracted via OCR from the original document. May contain errors from the scanning process.
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 ; 39 of 42 Part 7: Transactions ff [Description —SSSSSSCSCSCSid Siz at SSC~iAot SSCS ofemmnmwurew meen afecmaneawncorse 5 | DODGE & COX INTL STOCK FD Sale 29-Oct-2018 $1,001 - $15,000 le ISHARES CORE MSCI EAFE ETF $1,001 - $15,000 DODGE & COX INCOME FD 13-Apr-2018 $1,001 - $15,000 5 PIMCO UNCONSTRAINED BOND-INS 13-Apr-2018 $1,001 - $15,000 BLACKROCK HIGH YIELD PORTFOLIO Sale $1,001 - $15,000 | _ | MFS EMERGING MKTS DEBT FD R6 Sale 13-Feb-2018. $1,001 - $15,000 | i] PIMCO SHORT-TERM FD-INSTL Sale 13-Feb-2018 $1,001 - $15,000 JPM SHRT-INT MUNI BND-I 26-Jan-2018 $15,001 - $50,000 Lun wa un | tn = = J ind * 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.

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