Morgan Christen
2019
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Pull out the substance of this filing.
What was filed
41
investments
0
positions
0
gifts
2
agreements
0
debts
2
reimbursements
1
income
1
spouse income
Named parties
- Rasmuson Foundation
- Rhodes Scholarship Committee
- Alaska Permanent Fund Dividend
- Self employed
As filed
Individual Assets (H)
ASB Accounts (cash) — Interest
Wells Fargo Accounts (cash) — Interest
True North Federal Credit Union (cash) — Interest
Accounts (cash) — Interest
T. Rowe Price Retirement 2025 — None
American Century International Discovery (TWEGX) — None — Sold
American Century International Opportunities (AIOIX) — Dividend — Buy
Brandes International Equity Fund — None
Columbia Contrarian Fund — Dividend
Prime Plus Investments, Inc. — Dividend
Seven Peaks Venture Fund — None — Buy (add'l)
Vanguard European Stock Index Fund (VEUSX) — Dividend
Vanguard Health Care Fund (VGHAX) — Dividend
Vanguard Limited-Term Tax Exempt Fund (VMLTX) — Dividend
Vanguard Federal Money Market Fund (X) (Y)
Vanguard Target Retirement 2020 Investor Cl. (VTWNX) — Dividend — Buy
Capital Account — None — Buy (add'l)
Retirement Plan (no control) — Int./Div.
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) — None
Venture Law Group Invst. 2005 (no control) — None
Venture Law Group Invst. 2006 (no control) — None
Venture Law Group Invst. 2007 (no control) — Distribution
Endeavor Capital Fund — Distribution
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, Blaine, WA — None
Rental Property # 1, Blaine, WA — Rent
Rental Property # 2, Blaine, WA — Rent
Rental Property # 3, Bellingham, WA — Rent
Northwestern Mutual - whole life policy #1 — Dividend
Northwestern Mutual - whole life policy #2 — Dividend
New York Life - whole life policy #1 — Dividend
New York Life - whole life policy #2 — Dividend
Brokerage Acct #1 (H)
Merrill Lynch Bank Deposit Program (cash) (Y)
Agreement — 2012 — Alaska State Employee Accounts (Judicial Reirement, 457 Plan, 401(a) Plan); no control
Agreement — 2001 — Preston Gates & Ellis Retirement Savings (with former law firm); no control
Reimbursement — Rasmuson Foundation — August 2-3, 2019 — Silver Salmon, Alaska — Meeting of non-profit leaders — Transportation (part), lodging
Reimbursement — Rhodes Scholarship Committee — November 21-23 2019 — Seattle, Washington — Selection of Rhodes Scholarship Recipient — Transportation, meals
Income — 2019 — Alaska Permanent Fund Dividend — $1,606.00
Spouse's income — 2019 — Self employed
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.