# Marshal D. Morgan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32167

## Record

- **Judge:** Marshal D. Morgan
- **Year:** 2019
- **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 — Sold
Fundamental Investors CL A (ANCFX) — Dividend — Sold
Growth Fund of America CL A (AGTHX) — Dividend — Sold
New World Cl A (NEWFX) — Dividend — Sold
Small Cap World CL A (SMCWX) — Dividend — Sold
Income Fund of America CL A (AMECX) — Dividend — Sold
PERSONAL BANK ACCOUNTS
Banco Popular Cash Accounts — None
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)
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 (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 — Boston University, Boston, Massachusetts — Tuition Agreement
Liability — Robinson School, San Juan, Puerto Rico — Tuition Agreement
Reimbursement — U.S. Department of Justice (OPDAT-Mexico) — April 22-26, 2019 — Mexico City, Mexico — Instructor-Seminar re: transition to the acusatorial system of justice — Transportation, meals and hotel
Reimbursement — U.S. Department of Justice (OPDAT-Mexico — July 8-12, 2019 — Mexico City, Mexico — Instructor-Seminar re: transition to the acusatorial system of justice — Transportation, meals and hotel
Reimbursement — U.S. Department of Justice (OPDAT-Mexico — November 4-8, 2019 — Mexico City, Mexico — Instructor-Seminar re: transition to the acusatorial system of justice — Transportation, meals and hotel
Spouse's income — 2019 — Puerto Rico Department of Justice Salary - Salary for being the Attorney General for Puerto Rico

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32167. Public record. Not legal advice.