# Sarah Daggett Morrison > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/30776 ## Record - **Judge:** Sarah Daggett Morrison - **Year:** 2019 - **Pages:** 10 ## Text INDIVIDUAL ASSETS (H) KEY BANK (cash) — Interest USAA BANK (cash) — Interest WESTERN SOUTHERN WHOLE LIFE INSURANCE — Dividend NORTHWESTERN MUTUAL WHOLE LIFE INSURANCE #1 — Dividend NORTHWESTERN MUTUAL WHOLE LIFE INSURANCE #2 — Dividend RETIREMENT ACCOUNT #1 (H) OHIO DC LIFEPATH 2035 — Int./Div. IRA #1 (H) NWMUTUAL DOMESTIC EQUITY — None NWMUTUAL INDEX 500 STOCK — None NWMUTUAL FIDELITY VIP CONTRAFUND — None NWMUTUAL INDEX 400 STOCK — None NWMUTUAL SMALL CAP GROWTH STOCK — None NWMUTUAL RESEARCH INTERNATIONAL CORE — None NWMUTUAL INTERNATIONAL EQUITY — None NWMUTUAL INTERNATIONAL GROWTH — None NWMUTUAL EMERGING MARKETS EQUITY — None NWMUTUAL SELECT BOND — None NWMUTUAL STRATEGIC BOND — None NWMUTUAL INFLATION PROTECTION — None NWMUTUAL MULTI SECTOR BOND — None NWMUTUAL HIGH YIELD BOND — None NWMUTUAL GLOBAL REAL ESTATE — None NWMUTUAL SUISSE COMMODITY STRATEGY — None IRA #2 (H) GENERAL MNY MKT FUND (Y) NWM FDIC DEPOSIT (cash) (X) — Interest INVESCO BALANCED-RISK COMMODITY STRATEGY FD CL Y (BRCYX) — Dividend AMER. CENTURY DIVERSIFIED (Y) AMERICAN CENTURY SHORT DUR INFLATION PROTECTION BD FD INV CL (APOIX) — Dividend — Buy BARON ASSET FD INSTITUTIONAL CL (BARIX) (X) — Dividend DODGE & COX INCOME FD (DIDIX) — Dividend EURPACIFIC GROWTH FD CL F-2 (DODIX) — Dividend FIDELITY ADVISOR MID CAP II FD CL I (FIIMX) (Y) FIDELITY ADVISOR NEW INSIGHTS FUND CLASS I (FINSX) — Dividend — Sold (part) GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUNC CL I (GICIX) — Dividend GOLDMAN SACHS ABSOLUTE RETURN TRACKER FD INST'L CL (GJRTX) — Dividend — Buy THE OAKMARK INTERNATIONAL FD INVESTOR CLASS (OAKIX) — Dividend JOHN HANCOCK DISCIPLINED VALUE MID CAP FD CL I ( JVMIX) — Dividend MFS VALUE FUND CL I (MEIIX) — Dividend — Sold (part) NEW WORLD FUND CLASS F-2 (NFFFX) — Dividend NORTHERN SMALL CAP VALUE FUND (NOSGX) — Dividend PIMCO INCOME FD CL 1-2 (PONPX) — Dividend — Sold (part) PRINCIPAL REAL ESTATE SECURITIES FD CL 1 (PIREX) (X) — Dividend PRINCIPAL GLOBAL MUTI STRATEGY FD CL I (PSMIX) — Dividend — Buy T ROWE PRICE EMERGING MARKETS STOCK (PRMSX) — Dividend T ROWE PRICE REAL ESTATE (TRREX) (Y) TIAA-CREF BOND FD ADVISOR CL (TIBHX) — Dividend — Sold (part) BROKERAGE ACCOUNT #1 (H) GENERAL MNY MKT FUND (Y) INVESCO BALANCED-RISK COMMODITY STRATEGY FD CL Y (BRCYX) — Dividend BARON ASSET FD INSTITUTIONAL CL (BARIX) (X) — Dividend DODGE & COX INTERNATIONAL FD (DODFX) — Dividend EURPACIFIC GROWTH FD CL F-2 (AEPFX) — Dividend FIDELITY ADVISOR MID CAP II FD CL I (FIMX) (Y) FIDELITY ADVISOR NEW INSIGHTS FD CL I (FINSX) — Dividend FIDELITY ADVISOR INTERMEDIATE MUNI INCOME FD CL I (FZIIX) — Dividend FRANKLIN FEDERAL INTERMEDIATE- TERM INC FD ADVISORS CL (FITZX) — Dividend JOHN HANCOCK DISCIPLINED VALUE MID CAP FD CL I ( JVMIX) — Dividend MFS VALUE FUND CL I (MEIIX) — Dividend NEW WORLD FUND CLASS F-2 (NFFFX) — Dividend NORTHERN SMALL CAP VALUE FUND (NOSGX) — Dividend PRINCIPAL REAL ESTATE SECURITIES FD CL 1 (PIREX) (X) — Dividend T ROWE PRICE EMERGING MARKETS STOCK (PRMSX) — Dividend T ROWE PRICE REAL ESTATE (TRREX) (Y) BROKERAGE ACCOUNT #2 (H) GENERAL MNY MKT FUND (Y) NWM FDIC DEPOSIT (cash) (X) — Interest Administrator and Chief Executive Officer, Ohio Bureau of Workers' Compensation Senior Policy Advisor, Ohio Bureau of Workers' Compensation Agreement — 7/1991 — Ohio Public Employees Retirement Plan (defined benefit pension plan) Income — 2019 — State of Ohio (salary) — $59,163.00 Part I, lines 1 and 2: Concluded prior to taking the bench. 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30776. Public record. Not legal advice.