Richard T. Morrison
2020
Ask Donna
Pull out the substance of this filing.
What was filed
31
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Self-employed lawyer and consultant
As filed
Boeing — Sold
LearningQuest Portfolio (529), #03 (H)
Total Growth Index Portfolio — None
Total Bond Market Index Portfolio — None
LearningQuest Portfolio (529), #02 (H)
Total Growth Index Portfolio — None
Total Bond Market Index Portfolio — None
VOO (#26) — None — Buy
VOO (#37) — None — Buy
PNC money market account #23 — Interest
PNC checking account #22 — Interest
Vanguard 500 index Admiral #57 (SEP IRA) — Dividend — Buy
Apple Inc. common — Dividend
Vanguard 500 Index Admiral Shares (IRA) 2 — Dividend
Int. in Southgate Land Dev. of Vero Beach, FL LLC — None
Vanguard federal money market acct. 2 — Interest
Interest in Four Star Garfield LLC (owns property in Vero Beach, Fla) — Rent
Vanguard 500 index fund admiral shares 2 — Dividend — Buy (add'l)
Boeing — None — Buy
Boeing — Sold
Boeing — Buy
SNAP — None — Sold
SPDR S&P 500 ETF — None — Buy
SPDR S&P 500 ETF — Sold
Netflix — None — Sold
Vanguard money market fund #43 — Dividend
Vanguard Total Stock Market Index Fund Admiral Shares — Dividend — Sold
VFIAX — Dividend — Buy
Vaguard Developed Market Index Admiral (IRA) — Dividend — Sold (part)
VTSAX (IRA) — Dividend — Buy
PNC checking account #669 — Interest
Spouse's income — 2020 — Self-employed lawyer and consultant
Lines 11 and 14 correspond to LearningQuest section 529 plans. The statements I receive from LearningQuest do not show amounts of income.
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.