Marshal D. Morgan
2017Initial
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What was filed
182
investments
0
positions
0
gifts
1
agreements
2
debts
0
reimbursements
0
income
0
spouse income
Named parties
- in 2 Edu. CD's
- Sat John's School of Puerto Rico
- Robson School of Puerto Rico
As filed
AMGS&OP RETIREMENT PLAN.
American Funds Grow Fund of Amer Inv Opt — Int/Div
State Street U.S. Bond Index Ret Opt — Int/Div
Transamerica Stable Value Ret Opt — Int/Div
Transamerica Partners Stock Index Ret Opt — Int/Div
BAIRD INVESTMENT ACCOUNT
Capital World Growth & Income CL A (CWGIX) — Int/Div
Fundamental Investors CL A (ANCFX) — Int/Div
Growth Fund of America CL A (AGTHX) — Int/Div
New World C1 A (NEWFX) — Int/Div
Small Cap World CL A (SMCWX) — Int/Div
Income Fund of America CL A (AMECX) — Int/Div
PERSONAL BANK ACCOUNTS
Banco Popular Cash Accounts — None
Banco Popular Educational Savings Accounts — Ine — Sold (part) — in 2 Edu. CD's
Canbe Federal Credit Union Checking Savings Accounts — Int/Div
NORTHWESTERN MUTUAL LIFE INSURANCE POLICIES
Northwestern Mutual Whole Life Insurance Policy DNL — Distribution
NORTHWESTERN MUTUAL VARIABLE COMPLIFE (BLM)
Select Bond (MSA/Wells Capital Mgmt) — Int/Div
International Equity (MSA/Franklin Tmpl) — Int/Div
Govt Money Market (MSA/BlackRock) — Int/Div
Balanced (MSA) — Int/Div
Inde S00 Stock (MSA) — Int/Div
Mid Cap Growth Stock (MSA/Wellington) — Int/Div
High Yield Bond (MSA/Federated Inv.) — Int/Div
Growth Stock (MSA/The Boston Company) — Int/Div
Large Cap Core Stock (MSA/Wellington) — Int/Div
Index 400 Stock (MSA) — Int/Div
Small Cap Growth Stock (MSA/Wellington) — Int/Div
US Strategic Equity (RIF) — Int/Div
US Small Cap Equity (RIF) — Int/Div
International Development Markets (RIF) — Int/Div
Global Real Estate Securities (RIF) — Int/Div
Strategic Bond (RIF) — Int/Div
Asset Allocation (MSA) — Int/Div
International Growth (MSA/FIAM LLC) — Int/Div
Small Cap Value (MSA/T. Rowe Price) — Int/Div
Domestic Equity (MSA/Delaware) — Int/Div
Mid Cap Value (MS Amer Century) — Int/Div
FocusedAppreciation {MSA/LoomisSayles) — Int/Div
Equity Income (MSA/T. Rowe Price) — Int/Div
Fidelity VIP Mid Cap - Service Class 2 — Int/Div
Large Company Value (MSA/Amer Century) — Int/Div
Large Cap Blend (MSA/Fiduciary Mgmt) — Int/Div
Neuberger Berman Sustaimable Equity — Int/Div
Fidelity VIP Contrafund Service Class2 — Int/Div
Index 600 Stokck (MSA) — Int/Div
Research International Core (MSA/MFS) — Int/Div
Emergmg Markets Equity (MSA/Aberdeen) — Int/Div
Short-Term Bond (MSA/T. Rowe Price) — Int/Div
Inflation Protection (MSA/Amer Century) — Int/Div
Long Term U.S. Govt Bond (MSA/PIMCO) — Int/Div
Mult Sector Bond (MSA/PIMCO) — Int/Div
LifePoints Moderate (RIF) — Int/Div
LifePoints Balanced (RIF) — Int/Div
LifePoints Growth (RIF) — Int/Div
LifePoints Equity Growth (RIF) — Int/Div
Credit Suisse Commodity Strategy — Int/Div
NORTHWESTERN MUTUAL VARIABLE COMPLIFE (GAM)
Select Bond (MSA/Wells Capital Mgmt) — Int/Div
International Equity (MSA/Franklin Tmpl) — Int/Div
Govt Money Market (MSA/BlackRock) — Int/Div
Balanced (MSA) — Int/Div
Inde S500 Stock (MSA) — Int/Div
Mid Cap Growth Stock (MSA/Wellington) — Int/Div
High Yield Bond (MSA/Federated Inv.) — Int/Div
Growth Stock (MSA/ The Boston Company) — Int/Div
Large Cap Core Stock (MSA/Wellington) — Int/Div
Index 400 Stock (MSA) — Int/Div
Small Cap Growth Stock (MSA/Wellington) — Int/Div
US Strategic Equity (RIF) — Int/Div
US Small Cap Equity (RIF) — Int/Div
International Development Markets (RIF) — Int/Div
Global Real Estate Securities (RIF) — Int/Div
Strategic Bond (RIF) — Int/Div
Asset Allocation (MSA) — Int/Div
International Growth (MSA/FIAM LLC) — Int/Div
Small Cap Value (MSA/T. Rowe Price) — Int/Div
Domestic Equity (MSA/Delaware) — Int/Div
Mid Cap Value (MS Amer Century) — Int/Div
FocusedAppreciation {MSA/LoomisSayles) — Int/Div
Equity Income (MSA/T. Rowe Price) — Int/Div
Fidelity VIP Mid Cap - Service Class 2 — Int/Div
Large Company Value (MSA/Amer Century) — Int/Div
Mgmt) 86. Large Cap Blend (MSA/Fiduciary Mgm! — Int/Div
Neuberger Berman Sustainable Equity — Int/Div
Fidelity VIP Contrafund Service Class2 — Int/Div
Index 600 Stokck (MSA) — Int/Div
Research International Core (MSA/MFS) — Int/Div
Emergmg Markets Equity (MSA/Aberdeen) — Int/Div
Short-Term Bond (MSA/T. Rowe Price) — Int/Div
Inflation Protection (MSA/Amer Century) — Int/Div
Long Term U.S. Govt Bond (MSA/PIMCO) — Int/Div
Multi Sector Bond (MSA/PIMCO) — Int/Div
LifePoints Moderate (RIF) — Int/Div
LifePoints Balanced (RIF) — Int/Div
LifePoints Growth (RIF) — Int/Div
LifePoints Equity Growth (RIF) — Int/Div
Credit Suisse Commodity Strategy — Int/Div
NORTHWESTERN MUTUAL VARIABLE COMPLIFE(TAM)
Select Bond (MSA/Wells Capital Mgmt) — Int/Div
International Equity (MSA/Franklin Tmpl) — Int/Div
Govt Money Market (MSA/BlackRock) — Int/Div
Balanced (MSA) — Int/Div
Inde S00 Stock (MSA) — Int/Div
Mid Cap Growth Stock (MSA/Wellington) — Int/Div
High Yield Bond (MSA/Federated Inv.) — Int/Div
Growth Stock (MSA/ The Boston Company) — Int/Div
Large Cap Core Stock (MSA/Wellington) — Int/Div
Index 400 Stock (MSA) — Int/Div
Small Cap Growth Stock (MSA/Wellington) — Int/Div
US Strategic Equity (RIF) — Int/Div
US Small Cap Equity (RIF) — Int/Div
International Development Markets (RIF) — Int/Div
Global Real Estate Securities (RIF) — Int/Div
Strategic Bond (RIF) — Int/Div
Asset Allocation (MSA) — Int/Div
International Growth (MSA/FIAM LLC) — Int/Div
Small Cap Value (MSA/T. Rowe Price) — Int/Div
Domestic Equity (MSA/Delaware) — Int/Div
Mid Cap Value (MS Amer Century) — Int/Div
FocusedAppreciation {MSA/LoomisSayles) — Int/Div
Equity Income (MSA/T. Rowe Price) — Int/Div
Fidelity VIP Mid Cap - Service Class 2 — Int/Div
Large Company Value (MSA/Amer Century) — Int/Div
Large Cap Blend (MSA/Fiduciary Mgmt) — Int/Div
Neuberger Berman Sustainable Equity — Int/Div
Fidelity VIP Contrafund Service Class2 — Int/Div
Index 600 Stokck (MSA) — Int/Div
Research International Core (MSA/MFS) — Int/Div
Emerging Markets Equity (MSA/Aberdeen) — Int/Div
Short-Term Bond (MSA/T. Rowe Price) — Int/Div
Inflation Protection (MSA/Amer Century) — Int/Div
Long Term US, Govt Bond (MSA/PIMCO) — Int/Div
Mult Sector Bond (MSA/PIMCO) — Int/Div
LifePoints Moderate (RIF) — Int/Div
LifePoints Balanced (RIF) — Int/Div
LifePoints Growth (RIF) — Int/Div
LifePoints Equity Growth (RIF) — Int/Div
Credit Suisse Commodity Strategy — Int/Div
NORTHWESTERN MUTUAL VARIABLE COMPLIFE (MDM)
Select Bond (MSA/Wells Capital Mgmt) — Int/Div
International Equity (MSA/Franklin Tmpl) — Int/Div
Govt Money Market (MSA/BlackRock) — Int/Div
Balanced (MSA) — Int/Div
Inde S00 Stock (MSA) — Int/Div
Mid Cap Growth Stock (MSA/Wellington) — Int/Div
High Yield Bond (MSA/Federated Inv.) — Int/Div
Growth Stock (MSA/ The Boston Company) — Int/Div
Large Cap Core Stock (MSA/Wellington) — Int/Div
Index 400 Stock (MSA) — Int/Div
Small Cap Growth Stock (MSA/Wellington) — Int/Div
US Strategic Equity (RIF) — Int/Div
US Small Cap Equity (RIF) — Int/Div
International Development Markets (RIF) — Int/Div
Global Real Estate Securities (RIF) — Int/Div
Strategic Bond (RIF) — Int/Div
Asset Allocation (MSA) — Int/Div
International Growth (MSA/FIAM LLC) — Int/Div
Small Cap Value (MSA/T. Rowe Price) — Int/Div
Domestic Equity (MSA/Delaware) — Int/Div
Mid Cap Value (MS Amer Century) — Int/Div
FocusedAppreciation {MSA/LoomisSayles) — Int/Div
Equity Income (MSA/T. Rowe Price) — Int/Div
Fidelity VIP Mid Cap - Service Class 2 — Int/Div
Large Company Value (MSA/Amer Century) — Int/Div
Large Cap Blend (MSA/Fiduciary Mgmt) — Int/Div
Neuberger Berman Sustainable Equity — Int/Div
Fidelity VIP Contrafund Service Class2 — Int/Div
Index 600 Stokck (MSA) — Int/Div
Research International Core (MSA/MFS) — Int/Div
Emerging Markets Equity (MSA/Aberdeen) — Int/Div
Short-Term Bond (MSA/T. Rowe Price) — Int/Div
Inflation Protection (MSA/Amer Century) — Int/Div
Long Term U.S. Govt Bond (MSA/PIMCO) — Int/Div
Mult Sector Bond (MSA/PIMCO) — Int/Div
LifePoints Moderate (RIF) — Int/Div
LifePoints Balanced (RIF) — Int/Div
LifePoints Growth (RIF) — Int/Div
LifePoints Equity Growth (RIF) — Int/Div
Credit Suisse Commodity Strategy — Int/Div
Agreement — 2005 — Adsuar, Muniz, Goyco, Seda Perez-Ochoa, PSC - 401K Retirement Account with former law firm, firm-managed asset selection
Liability — Sat John's School of Puerto Rico — Tuition Agreement
Liability — Robson School of Puerto Rico — Tuition Agreement
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.