# Brian Matthew Morris

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/2822

## Record

- **Judge:** Brian Matthew Morris
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 7

## Text

Ascent Bancorp Restricted — None
DA Davidson & Co — Interest
Yahoo Common Stock — istnibution — Sold
Carbon Energy Holdings — None
Capital Housing Partmers — Distribution
First Interstate Bank (Cash Account) — Interest
Christensen & Prezeau, PLLP 401(k) Profit Sharing Plan
American Funds AMCAP Fund — Int/Div
American Funds New Perspective — Int/Div
Franklin Templeton Mutual Global Discovery Fund — Int/Div
JP Morgan Mid-Cap Value Fund — Int
Neuberger Berman Socially Responsive Fund — Int/Div
Oppenheimer Main Street Smnall & Mid- Cap Fund — Int/Div
Estate #1
Agricultural property, Madison County Montana — None
Opportunity Bank (Cash Account) — Interest
Liability — Columb University — Tuition Agreement
Spouse's income — 1123117 — Self-employed attorney
| serve as the executor for Estate #2 listed in Part 1. | am serving as the executor for no compensation and my spouse, dependent children, and | have no beneficial

interest in principal or income for the estate. All of the assets in Estate # 2 recently have been transferred to to two separate trusts, The estate will be closed as

soon as the lawyers complete the final accounting.

It is my understanding that 1 am not required to list the assets or income of Estate #2 under these circumstances.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2822. Public record. Not legal advice.