Morgan Christen

2016Annual

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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

  • 71

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 2

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • The Foraker Group
  • Merrill Lynch
  • Northrim Bank
  • COMPETITION
  • MOOT COURT COMPETITION

As filed

ASB Accounts (cash) — Interest

Wells Fargo Accounts (cash) — Interest

True North Federal Credit Umon (cash) — Interest

mmm Accounts (cash) — Interest

American Century International Discovery — Int/Div

American Funds, Growth Fund of America — None

Cephid — None — Sold

Brandes Intemational Equity Fund — Int/Div

Columbia Value & Restructuring Fund-Z — Int/Div

Fidelity Retirement Money Market Portfolio — None

Prime Plus Investments, Inc — Int/Div

Vanguard European Stock Index Fund — Int/Div

Vanguard Health Care Fund — Int/Div

Vanguard Institutional Index Fund — None

Vanguard Limited-Term Tax Exempt Fund — Int/Div

mn 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 — None

Venture Law Group Invst. 2004 « no control — Int/Div

Venture Law Group Invst. 2005 « no control — Int/Div

Venture Law Group Invst. 2006 - no control — Int/Div

Venture Law Group Invst. 2007 « no control — Int/Div

Investment Property # 1, Nelson, NZ — None

Investment Property # 2, Blaine, WA — None

Investment Property # 3, Blaine, WA — None

Investment Property # 4, Leonard, MN — None

Investment Property #5, Blame, WA — None

Rental Property # 1, Blame, WA — Reat

Rental Property # 2. Blaine, WA — Rent

Rental Property # 4, Bellingham, WA — Rent

pr Retirement Plan - no control — Int/Div

Northwestern Mutual -< whole hte policy #1 — Int/Div

Northwestern Mutual - whole life policy #2 — Int/Div

New York Life - whole life policy #1 — Int/Div

New York Life - whole life policy #2 — Int/Div

Brokerage Acct #1 (H)

Bank of America (cash) — Interest

Merrill Lynch Bank Deposit Program (cash) — Interest

Deutsche X-Trackers MSCI EAFE Hedged Equity ETF — Int/Div — Sold (part)

Deutsche X-Trackers MSCI Emerging Markets Hedged Equity ETF — Int/Div — Buy (add'l)

First TR Large Cap Value Opportunities Alphadex — Int/Div — Buy (add'l)

First TR Small Cap Core Alphadex Fd — Int/Div — Sold (part)

First TR Mid Cap Core Alphadex Fd — Int/Div — Buy (add'l)

First TR Emerging Markets Alphadex Fu — Int/Div — Buy (add'l)

First TR Emerging Markets — Int/Div — Buy (add'l)

Flexshares Momingstar Global Upstream Nat Res Index Fd. — Int/Div — Buy (add'l)

Guggenheim S&P 500 Equal Weight ETF — Int/Div — Buy (add'l)

Guggenheim S&P Mid Cap 400 Equal weight ETF — Int/Div — Buy (add'l)

10 Global Resources ETF — Int/Div — Buy (add'l)

1Q Hedge Multi-Strat Tracker ETF — Int/Div — Sold (part)

iShares 1-3 yr. Treasury Bond ETF — Int/Div — Sold (part)

iShares MSCI ACWI ETF — None — Sold

Oppenheimer Rev. Weighted Trust Mid Cap Rev. ETF — Int/Div — Buy (add'l)

Oppenheimer Rev. Weighted Trust Small Cap Rev, ETF — Int/Div — Sold (part)

Oppenheimer Rev. Weighted Trust Large Cap Rev, ETF — Int/Div — Buy (add'l)

PowerShares FTSE RAFI US 150 — Int/Div — Sold (part)

PowerShares FTSE RAFI Develo — Int/Div — Buy (add'l)

Proshares Hedge Replication ETF — None — Sold (part)

SPDR S&P S00 ETF Trust — None — Sold

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

Vanguard FTSE Emerging Markets ETF — Int/Div — Buy (add'l)

Wisdomtree Midcap Earnings — Int/Div — Buy (add'l)

FT Unit $940 S&P Target — Int/Div — Buy

FT Unit 5940 Value Line Target — Int/Div — Buy

FT 5940 S&P Target SMID — Int/Div — Buy

Invesco Unit TRS Unit 1617 Sekect S&P Core — Int/Div — Buy

Invesco Unit TRS Unit 1617 Select S&P INDL — Int/Div — Buy

Invesco Unit TRS Unit 1617 EAFE Select Port — Int/Div — Buy

10 US Real Estate Small — Int/Div — Buy

Director, The Foraker Group

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

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

Liability — Merrill Lynch — Credit Line

Liability — Northrim Bank — Credit Line

Reimbursement — COMPETITION — - FEBRUARY 2, Wie — COMPETITION — LODGING

Reimbursement — MOOT COURT COMPETITION

Part VII Line 50: Corporate name change; see line 50 of the 2015 report.

Part VII Line 63: Corporate name change; see line 69 of the 2015 report.

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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