# Brian Matthew Morris > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28906 ## Record - **Judge:** Brian Matthew Morris - **Year:** 2016 - **Report type:** Annual - **Pages:** 7 ## Text New York Life Variable Annuity MainStay ICAP Select Equity Fund — Int/Div — Sold MainStay VP Common Stock Portfolios — Int/Div — Sold MainStay VP Convertible Portfolio — Int/Div — Sold MainStay Janus Balanced Portfolio — Int/Div — Sold MainStay Large Cap Growth Portfolio — Int/Div — Sold MammStay VP S&P 500 Index Portfolio — Int/Div — Sold MainStay VP T. Rowe Price Equity Income Portfolio — Int/Div — Sold RBC Prime Money Market Fund — Interest — Closed Ascent Bancorp Restricted — None — Buy DA Davidson & Co — Interest — Open Yahoo Common Stock — None Carbon Energy Holdings — None Capital Housing Partners — 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/Div 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 — AES — Education Loan Liability — Chase Bank — Credit Card Liability — Amencan Express — Credit Card | 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 are being transferred to to two separate trusts. These tranfers have been delayed due to clouds on titles of several real estate parcels. The transfers should be completed this year. It is my understanding that 1 am not required to list the assets or income of Estate #2 under these circumstances. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28906. Public record. Not legal advice.