# Brian Matthew Morris

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33004

## Record

- **Judge:** Brian Matthew Morris
- **Year:** 2019
- **Pages:** 7

## Text

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

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33004. Public record. Not legal advice.