# Marshal D. Morgan > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/30842 ## Record - **Judge:** Marshal D. Morgan - **Year:** 2018 - **Pages:** 9 ## Text AMGS&OP RETIREMENT PLAN: American Funds Grow Fund of Amer Inv Opt — Dividend State Street U.S. Bond Index Ret Opt — Dividend Transamerica Stable Value Ret Opt — Dividend Transamerica Partners Stock Index Ret Opt — Dividend BAIRD INVESTMENT ACCOUNT: Capital World Growth & Income CL A (CWGIX) — Dividend Fundamental Investors CL A (ANCFX) — Dividend Growth Fund of America CL A (AGTHX) — Dividend New World Cl A (NEWFX) — Dividend Small Cap World CL A (SMCWX) — Dividend Income Fund of America CL A (AMECX) — Dividend PERSONAL BANK ACCOUNTS Banco Popular Cash Accounts — None Banco Popular Educational Savings Accounts — Int./Div. — Redeemed (part) — Cashed in 2 Edu. CD's Caribe Federal Credit Union Checking/ Savings Accounts — Dividend NORTHWESTERN MUTUAL LIFE INSURANCE POLICIES Northwestern Mutual Whole Life Insurance Policy DNL — Distribution NORTHWESTERN MUTUAL VARIABLE COMPLIFE (BLM) Select Bond (MSA/Wells Capital Mgmt) — Dividend International Equity (MSA/Franklin Tmpl) — Dividend Mid Cap Growth Stock (MSA/Wellington) — Dividend High Yield Bond (MSA/Federated Inv.) — Dividend Index 400 Stock (MSA) — Dividend Small Cap Growth Stock (MSA/Wellington) — Dividend International Growth (MSA/FIAM LLC) — Dividend Small Cap Value (MSA/T. Rowe Price) — Dividend Domestic Equity (MSA/Delaware) — Dividend NORTHWESTERN MUTUAL VARIABLE COMPLIFE (GAM) Select Bond (MSA/Wells Capital Mgmt) — Dividend International Equity (MSA/Franklin Tmpl) — Dividend Mid Cap Growth Stock (MSA/Wellington) — Dividend High Yield Bond (MSA/Federated Inv.) — Dividend Index 400 Stock (MSA) — Dividend Small Cap Growth Stock (MSA/Wellington) — Dividend International Growth (MSA/FIAM LLC) — Dividend Small Cap Value (MSA/T. Rowe Price) — Dividend Domestic Equity (MSA/Delaware) — Dividend NORTHWESTERN MUTUAL VARIABLE COMPLIFE(TAM) Mid Cap Growth Stock (MSA/Wellington) — Dividend High Yield Bond (MSA/Federated Inv.) — Dividend Index 400 Stock (MSA) — Dividend Small Cap Growth Stock (MSA/Wellington) — Dividend International Growth (MSA/FIAM LLC) — Dividend Small Cap Value (MSA/T. Rowe Price) — Dividend Domestic Equity (MSA/Delaware) — Dividend NORTHWESTERN MUTUAL VARIABLE COMPLIFE (MDM) Select Bond (MSA/Wells Capital Mgmt) — Dividend International Equity (MSA/Franklin Tmpl) — Dividend Govt Money Market (MSA/BlackRock) — Dividend Mid Cap Growth Stock (MSA/Wellington) — Dividend High Yield Bond (MSA/Federated Inv.) — Dividend Index 400 Stock (MSA) — Dividend Small Cap Growth Stock (MSA/Wellington) — Dividend International Growth (MSA/FIAM LLC) — Dividend Small Cap Value (MSA/T. Rowe Price) — Dividend Agreement — 2005 — AMGS&PO 401k Retirement Acct. w/ former law firm. No contributions by me or the firm made since 2005. No profit sharing. Liability — St. John's School — Tuition Agreement Liability — Robinson School — Tuition Agreement This financial disclosure was amended in the following manner: Part II Agreements: to add the 401k from the former law firm where I worked from 1997-2005. I am fully vested and no additional contributions can be made to that account, nor have they been made since I left the firm in 2005. There is no profit sharing with that account or any other. Part VI Liabilities: to add the two tuition agreements that I only recently realized should be included in this Section. Part VII Investments and Trusts: to delete several investments that were inadvertently included for each Northwestern Mutual Variable Complife policy. The list of investments and trusts prior to the amendment for this year included all the possible investment options that could have been made for each Northwestern Mutual Variable Complife policy. Post amendment, this section now includes only the actual investments made by each policy. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30842. Public record. Not legal advice.