Morgan Christen

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 98

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • United States Court of Appeals for the Ninth Circuit
  • Alaska Community Foundation
  • Wells Fargo Bank
  • People’s Bank
  • Women's Retreat
  • Self employed IE

As filed

ASB Accounts — Interest

Wells Fargo Accounts — Interest

True North Federal Credit Umon — Interest

I Cash Accounts — Interest

American Century International Discovery — Int/Div

American Funds Growth Fund of America — Int/Div

Cepheid (x) — None

Brandes Intemational Equity Fund — None

Columbia Value & Restructuring Fund-Z — Int/Div

Fidelity Retirement Money Market Portfolio — Interest

Great West - Alaska Supplemental Benefits — None

Great West-457 Plan-Long Term Balanced Trust — None

Prime Plus Investments. INc. (x) — Int/Div

Vanguard European Stock Index Fund — Int/Div

Vanguard Health Care Fund — Int/Div

Vanguard Institutional Index Fund — Int/Div

Vanguard Limited-Term Tax Exempt Fund — Interest

IE Capital Account — None

HEWM VI Investment Fund - no control — None

HEWM VI Investment Fund - no control — None

HEWM XII Investment Fund - no control — None

HEWM XV Investment Fund - no control — Distribution

Venture Law Group INvst. 2004 « no control — None

Venture Law Group Invst. 2005 - no control — Distribution

Venture Law Group Invst. 2006 - no control — None

Venture Law Group Invst. 2007 « no control — None

Investment property £1, Nelson, NZ — None

Investment property £2, Blaine, WA — None

Investment property 23, Blaine, WA — None

Investment property 24, Leonard, MN (x) — None

Rental property £1, Blaine, WA — Rent

Rental property £2, Blaine, WA — Rent

Rental property #3, Blaine, WA — None

Rental property #4, Bellingham, WA — Reat

mmm Retirement Plan - no control — None

Northwestern Mutual - whole life — Int/Div

Northwestern Mutual - whole life — Int/Div

New York Life - whole life — Int/Div

Alaska Court System Ret. Plan - no control — None

New York Life - second to die — Int/Div

Merrill Lynch Brokerage Acct #2 (see lines 68-99) x) — Int/Div

DB Equity Fund — Int/Div — Sold (part)

DB Emerging Markets — Int/Div

First TR Large Cap — Int/Div — Sold (part)

First TR Small Cap — Int/Div

First TR Mid Cap — Int/Div

FT 5050 S&P Target 24 — Int/Div

F171 S050 Value Line — Int/Div

FT S050 S&P Target SMID — Int/Div — Sold (part)

Invesco S&P Core — None

Invesco S&P Indl. Port — Int/Div

Invesco EAFE Select — None

1Q Global Resources — Int/Div

1Q Hedge — Int/Div

I Shares 1-3 vrs — Int/Div

Power Shares FTSE RAFI — Int/Div — Sold (part)

Revenue Shares Mid Cap — Int/Div

Vanguard REIT ETF — Int/Div — Sold (part)

Vanguard MSC Emerging — Int/Div — Sold (part)

First TR Emerging — Int/Div — Buy

Flexshares Momingstar — Int/Div — Buy

Guggenheim S&P 500 Equal — Int/Div — Buy

Guggenheim Russell MIDCA — Int/Div — Buy

Proshares Hedge — None — Buy

Revenue Shares Small Cap — Int/Div — Buy

Revenue Shares Large Cap — Int/Div — Buy

Wisdomtree Mid Cap — Int/Div — Buy

iShares S&P S00 Value — None — Buy

iShares S&P S00 Value — None — Sold

Guggenheim S&P 500 Equal Weight ETF — None — Buy

Guggenheim S&P 500 Equal Weight 111 — None — Sold

Vanguard MSCI Emerging Markets ETF — None — Buy

Vanguard MSCI Emerging Markets ETF — None — Sold

Powershares FTSE RAFI US 150 — None — Buy

Powershares FTSE RAFI US 150 — None — Sold

Wisdomtree Midcap Earnings — None — Buy

Wisdomtree Midcap Earnings — None — Sold

Powershares FTSE RAFI Develo — None — Buy

Powershares FTSE RAFI Develo — None — Sold

iShares MSC ACWI ETF — None — Buy

iShares MSC ACWI ETF — None — Sold

iShares S&P S00 Growth — None — Buy

iShares S&P S00 Growth — None — Sold

iShares TR Russell 2000 — None — Buy

iShares TR Russell 2000 — None — Sold

Guggenheim Russell MIDCA Equal Weight FTF — None — Buy

Guggenheim Russell MIDCA Equal Weight ETF — None — Sold

First TR Emerging MArkets Alphadex FL — None — Buy

First TR Emerging MArkets Alphadex FL — None — Sold

Flexshares Momingstar Global Upstream Nat Res Index FD — None — Buy

Flexshares Momingstar Global Upstream Nat Res Index FD — None — Sold

SPDR S&P S00 ETF Trust — None — Buy

SPDR S&P SOO ETF Trust — None — Sold

FT 4250 S&P Target SMID 60 3Q Term 1009/14 — None — Sold

FT 4250 S&P Target SMID 60 3Q Term 1009/14 — None — Buy

FT 4250 S&P Target SMID 60 3Q Term 109/14 — None — Sold

FT 4250 S&P Target SMID 60 3Q Term 1009/14 — None — Buy

FT 4250 S&P Target SMID 60 3Q Term 1009/14 — None — Sold

Judge, United States Court of Appeals for the Ninth Circuit

Director, Alaska Community Foundation

Agreement — 2012 — Alaska State Employee Accounts (Judicial Retirement; 457 Plan, 401(a) Plan); no control

Agreement — 2000 — Preston Gates & Ellis Retirement Savings (with former law firm); no control

Liability — Wells Fargo Bank — Mortgage on rental property #2, Blaine, Washington

Liability — People’s Bank — LOC on rental property #3, Blaine, Washington

Reimbursement — Women's Retreat — NE women in the non-profit community — FT RG I “cul?

Spouse's income — 2014 — Self employed IE

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.

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