Brian Matthew Morris
2019
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Pull out the substance of this filing.
What was filed
76
investments
0
positions
0
gifts
0
agreements
8
debts
12
reimbursements
0
income
4
spouse income
Named parties
- Thomas Kenneally
- Columbia University
- Citizens Alliance Bank
- Vanderbilt University Law School
- Stanford University Law School
- Harvard University Law School
- Self-employed attorney
As filed
Edward Jones
Ascent Bancorp Restricted — None
D A Davidson & Co (Cash Equivalent) — Interest
Lord Abbett Short Dur. Inc. C — Interest — Buy
Invesco Comstock A — Int./Div.
Invesco Summit A — Int./Div.
Invesco Diversified Dividend A — Int./Div.
Carbob Energy Holdings Y — None
Capital Housing Partners — None
First Interstate Bank (Cash Account) — Interest
Christensen & Prezeau, PLLP 401(k) Profit Sharing Plan
American Funds AMCAP Fund — Int./Div.
American Funds New Perspective — Int./Div.
Franklin Templeton Mutual Global Discovery Fund — Int./Div.
JP Morgan Mid-Cap Value Fund — Int./Div.
Neuberger Berman Socially Responsive Fund — Int./Div.
Oppenheimer Main Street Small & Mid- Cap Fund — Int./Div.
Agricultural property, Madison County, Montana Y — Distribution — Sold — Thomas Kenneally
Opporunity Bank (Cash Account) Y
Ascent Bancorp Restricted — None
D A Davidson & Co (Cash Equivalent) — Interest
Edward Jones
Lord Abbett Short Dur. Inc. C — Interest — Buy
Invesco Comstock A — Int./Div.
Invesco Summit A — Int./Div.
Invesco Diversified Dividend A — Int./Div.
Carbob Energy Holdings Y — None
Capital Housing Partners — None
First Interstate Bank (Cash Account) — Interest
Christensen & Prezeau, PLLP 401(k) Profit Sharing Plan
American Funds AMCAP Fund — Int./Div.
American Funds New Perspective — Int./Div.
Franklin Templeton Mutual Global Discovery Fund — Int./Div.
JP Morgan Mid-Cap Value Fund — Int./Div.
Neuberger Berman Socially Responsive Fund — Int./Div.
Oppenheimer Main Street Small & Mid- Cap Fund — Int./Div.
Agricultural property, Madison County, Montana Y — Distribution — Sold — Thomas Kenneally
Opporunity Bank (Cash Account) Y
Ascent Bancorp Restricted — None
D A Davidson & Co (Cash Equivalent) — Interest
Edward Jones
Lord Abbett Short Dur. Inc. C — Interest — Buy
Invesco Comstock A — Int./Div.
Invesco Summit A — Int./Div.
Invesco Diversified Dividend A — Int./Div.
Carbob Energy Holdings Y — None
Capital Housing Partners — None
First Interstate Bank (Cash Account) — Interest
Christensen & Prezeau, PLLP 401(k) Profit Sharing Plan
American Funds AMCAP Fund — Int./Div.
American Funds New Perspective — Int./Div.
Franklin Templeton Mutual Global Discovery Fund — Int./Div.
JP Morgan Mid-Cap Value Fund — Int./Div.
Neuberger Berman Socially Responsive Fund — Int./Div.
Oppenheimer Main Street Small & Mid- Cap Fund — Int./Div.
Agricultural property, Madison County, Montana Y — Distribution — Sold — Thomas Kenneally
Opporunity Bank (Cash Account) Y
Ascent Bancorp Restricted — None
D A Davidson & Co (Cash Equivalent) — Interest
Edward Jones
Lord Abbett Short Dur. Inc. C — Interest — Buy
Invesco Comstock A — Int./Div.
Invesco Summit A — Int./Div.
Invesco Diversified Dividend A — Int./Div.
Carbob Energy Holdings Y — None
Capital Housing Partners — None
First Interstate Bank (Cash Account) — Interest
Christensen & Prezeau, PLLP 401(k) Profit Sharing Plan
American Funds AMCAP Fund — Int./Div.
American Funds New Perspective — Int./Div.
Franklin Templeton Mutual Global Discovery Fund — Int./Div.
JP Morgan Mid-Cap Value Fund — Int./Div.
Neuberger Berman Socially Responsive Fund — Int./Div.
Oppenheimer Main Street Small & Mid- Cap Fund — Int./Div.
Agricultural property, Madison County, Montana Y — Distribution — Sold — Thomas Kenneally
Opporunity Bank (Cash Account) Y
Liability — Columbia University — Tuition Agreement
Liability — Citizens Alliance Bank — Loan
Liability — Columbia University — Tuition Agreement
Liability — Citizens Alliance Bank — Loan
Liability — Columbia University — Tuition Agreement
Liability — Citizens Alliance Bank — Loan
Liability — Columbia University — Tuition Agreement
Liability — Citizens Alliance Bank — Loan
Reimbursement — Vanderbilt University Law School — March 13 and 14, 2019 — Nashville, Tennessee — Seminar — Travel, hotels, and meals
Reimbursement — Stanford University Law School — April 4 and 5, 2019 — Palo Alto, Calfornia — Semnar — Travel, hotels, and meals
Reimbursement — Harvard University Law School — October 24 and 25, 2019 — Cambridge, Massachusetts — Seminar — Travel, hotels, and meals
Reimbursement — Vanderbilt University Law School — March 13 and 14, 2019 — Nashville, Tennessee — Seminar — Travel, hotels, and meals
Reimbursement — Stanford University Law School — April 4 and 5, 2019 — Palo Alto, Calfornia — Semnar — Travel, hotels, and meals
Reimbursement — Harvard University Law School — October 24 and 25, 2019 — Cambridge, Massachusetts — Seminar — Travel, hotels, and meals
Reimbursement — Vanderbilt University Law School — March 13 and 14, 2019 — Nashville, Tennessee — Seminar — Travel, hotels, and meals
Reimbursement — Stanford University Law School — April 4 and 5, 2019 — Palo Alto, Calfornia — Semnar — Travel, hotels, and meals
Reimbursement — Harvard University Law School — October 24 and 25, 2019 — Cambridge, Massachusetts — Seminar — Travel, hotels, and meals
Reimbursement — Vanderbilt University Law School — March 13 and 14, 2019 — Nashville, Tennessee — Seminar — Travel, hotels, and meals
Reimbursement — Stanford University Law School — April 4 and 5, 2019 — Palo Alto, Calfornia — Semnar — Travel, hotels, and meals
Reimbursement — Harvard University Law School — October 24 and 25, 2019 — Cambridge, Massachusetts — Seminar — Travel, hotels, and meals
Spouse's income — 12/31/19 — Self-employed attorney
Spouse's income — 12/31/19 — Self-employed attorney
Spouse's income — 12/31/19 — Self-employed attorney
Spouse's income — 12/31/19 — Self-employed attorney
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.