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Marshal D. Morgan

2020

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Pull out the substance of this filing.

What was filed

  • 164

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 6

    debts

  • 0

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • Boston University, Boston, Massachusetts
  • University of San Diego
  • SallieMae
  • Puerto Rico Department of Justice - Salary for being the Attorney General of Puerto Rico
  • Adsuar Muniz Goyco Seda & Perez-Ochoa PSC - Salary as Special Counsel of the Law Firm

As filed

AMGS&OP RETIREMENT PLAN:

Deposit Management Program I Fund ID: DXP000015 — Dividend

Growth Fund of America Fund ID: RGAFX — Dividend

Vanguard Interm.-Term Treasury Fund ID:VFITX — Dividend

PERSONAL BANK ACCOUNTS

PenFed Cash Account — Dividend

Banco Popular Cash/Savings Accounts — Interest

Caribe Federal Credit Union Checking/ Savings Accounts — Dividend

NORTHWESTERN MUTUAL LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life Insurance Policy — Distribution

NORTHWESTERN MUTUAL VARIABLE COMPLIFE

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

Select Bond (MSA/Wells Capital Mgmt) — Dividend

International Equity (MSA/Franklin Tmpl) — Dividend

Govt Money Market (MSA/BlackRock) — Dividend

Balanced (MSA) — Dividend

Inde 500 Stock (MSA) — Dividend

Mid Cap Growth Stock (MSA/Wellington) — Dividend

High Yield Bond (MSA/Federated Inv.) — Dividend

Growth Stock (MSA/The Boston Company) — Dividend

Large Cap Core Stock (MSA/Wellington) — Dividend

Index 400 Stock (MSA) — Dividend

Small Cap Growth Stock (MSA/Wellington) — Dividend

US Strategic Equity (RIF) — Dividend

US Small Cap Equity (RIF) — Dividend

International Development Markets (RIF) — Dividend

Global Real Estate Securities (RIF) — Dividend

Strategic Bond (RIF) — Dividend

Asset Allocation (MSA) — Dividend

International Growth (MSA/FIAM LLC) — Dividend

Small Cap Value (MSA/T. Rowe Price) — Dividend

Domestic Equity (MSA/Delaware) — Dividend

Mid Cap Value (MS Amer Century) — Dividend

FocusedAppreciation (MSA/LoomisSayles) — Dividend

Equity Income (MSA/T. Rowe Price) — Dividend

Fidelity VIP Mid Cap - Service Class 2 — Dividend

Large Company Value (MSA/Amer Century) — Dividend

Large Cap Blend (MSA/Fiduciary Mgmt) — Dividend

Neuberger Berman Sustainable Equity — Dividend

Fidelity VIP Contrafund Service Class2 — Dividend

Index 600 Stock (MSA) — Dividend

Research International Core (MSA/MFS) — Dividend

Emerging Markets Equity (MSA/Aberdeen) — Dividend

Short-Term Bond (MSA/T. Rowe Price) — Dividend

Inflation Protection (MSA/Amer Century) — Dividend

Long Term U.S. Govt Bond (MSA/PIMCO) — Dividend

Multi Sector Bond (MSA/PIMCO) — Dividend

LifePoints Moderate (RIF) — Dividend

LifePoints Balanced (RIF) — Dividend

LifePoints Growth (RIF) — Dividend

LifePoints Equity Growth (RIF) — Dividend

Credit Suisse Commodity Strategy — Dividend

NORTHWESTERN MUTUAL VARIABLE COMPLIFE

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

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

Domestic Equity (MSA/Delaware) — Dividend

AMGS&OP RETIREMENT PLAN:

Deposit Management Program I Fund ID: DXP000015 — Dividend

Growth Fund of America Fund ID: RGAFX — Dividend

Vanguard Interm.-Term Treasury Fund ID:VFITX — Dividend

PERSONAL BANK ACCOUNTS

PenFed Cash Account — Dividend

Banco Popular Cash/Savings Accounts — Interest

Caribe Federal Credit Union Checking/ Savings Accounts — Dividend

NORTHWESTERN MUTUAL LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life Insurance Policy — Distribution

NORTHWESTERN MUTUAL VARIABLE COMPLIFE

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

Select Bond (MSA/Wells Capital Mgmt) — Dividend

International Equity (MSA/Franklin Tmpl) — Dividend

Govt Money Market (MSA/BlackRock) — Dividend

Balanced (MSA) — Dividend

Inde 500 Stock (MSA) — Dividend

Mid Cap Growth Stock (MSA/Wellington) — Dividend

High Yield Bond (MSA/Federated Inv.) — Dividend

Growth Stock (MSA/The Boston Company) — Dividend

Large Cap Core Stock (MSA/Wellington) — Dividend

Index 400 Stock (MSA) — Dividend

Small Cap Growth Stock (MSA/Wellington) — Dividend

US Strategic Equity (RIF) — Dividend

US Small Cap Equity (RIF) — Dividend

International Development Markets (RIF) — Dividend

Global Real Estate Securities (RIF) — Dividend

Strategic Bond (RIF) — Dividend

Asset Allocation (MSA) — Dividend

International Growth (MSA/FIAM LLC) — Dividend

Small Cap Value (MSA/T. Rowe Price) — Dividend

Domestic Equity (MSA/Delaware) — Dividend

Mid Cap Value (MS Amer Century) — Dividend

FocusedAppreciation (MSA/LoomisSayles) — Dividend

Equity Income (MSA/T. Rowe Price) — Dividend

Fidelity VIP Mid Cap - Service Class 2 — Dividend

Large Company Value (MSA/Amer Century) — Dividend

Large Cap Blend (MSA/Fiduciary Mgmt) — Dividend

Neuberger Berman Sustainable Equity — Dividend

Fidelity VIP Contrafund Service Class2 — Dividend

Index 600 Stock (MSA) — Dividend

Research International Core (MSA/MFS) — Dividend

Emerging Markets Equity (MSA/Aberdeen) — Dividend

Short-Term Bond (MSA/T. Rowe Price) — Dividend

Inflation Protection (MSA/Amer Century) — Dividend

Long Term U.S. Govt Bond (MSA/PIMCO) — Dividend

Multi Sector Bond (MSA/PIMCO) — Dividend

LifePoints Moderate (RIF) — Dividend

LifePoints Balanced (RIF) — Dividend

LifePoints Growth (RIF) — Dividend

LifePoints Equity Growth (RIF) — Dividend

Credit Suisse Commodity Strategy — Dividend

NORTHWESTERN MUTUAL VARIABLE COMPLIFE

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

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

Domestic Equity (MSA/Delaware) — Dividend

Agreement — 2005 — AMGS&PO Retirement Account with former law firm; Firm managed asset selection; no new contributions to account by me or the firm since 2005; not profit sharing

Agreement — 2005 — AMGS&PO Retirement Account with former law firm; Firm managed asset selection; no new contributions to account by me or the firm since 2005; not profit sharing

Liability — Boston University, Boston, Massachusetts — Tuition Agreement

Liability — University of San Diego — Tuition Agreement

Liability — SallieMae — Tuition Payment for BLM BU

Liability — Boston University, Boston, Massachusetts — Tuition Agreement

Liability — University of San Diego — Tuition Agreement

Liability — SallieMae — Tuition Payment for BLM BU

Spouse's income — 2020 — Puerto Rico Department of Justice - Salary for being the Attorney General of Puerto Rico

Spouse's income — 2020 — Adsuar Muniz Goyco Seda & Perez-Ochoa PSC - Salary as Special Counsel of the Law Firm

Spouse's income — 2020 — Puerto Rico Department of Justice - Salary for being the Attorney General of Puerto Rico

Spouse's income — 2020 — Adsuar Muniz Goyco Seda & Perez-Ochoa PSC - Salary as Special Counsel of the Law Firm

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.

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Marshal D. Morgan | Frix