Edward L. Morris

2020

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Pull out the substance of this filing.

What was filed

468
investments
12
positions
0
gifts
0
agreements
2
debts
2
reimbursements
0
income
2
spouse income

Named parties

Natash, LLC
Exceder Mobile Park Fund 1, LLC
John C. Ford American Inn of Court
State Bar of Texas Bankruptcy Law Section, Young Lawyers Committee
National Conference of Bankruptcy Judges
The University of Oklahoma
The Center for American and International Law
Southern Initials LLC, self-employed embroidery business

As filed

Investment Account #1 (H)

American New World Cl F3 — Dividend — Sold (part)

American New World Cl F3 — Buy (add'l)

Blackrock National Municipal Cl K — Dividend — Sold (part)

Blackrock National Municipal Cl K — Sold (part)

Edward Jones Money Market Fund: Investment Shares (JNSXX) — Dividend

Franklin Templeton Global Bond Cl R6 — Dividend — Buy (add'l)

Franklin Templeton Global Bond Cl R6 — Sold (part)

Franklin Templeton Global Bond Cl R6 — Sold

Goldman Sachs Financial Square Government Cl 1 — Dividend — Buy

Goldman Sachs Financial Square Government Cl 1 — Buy (add'l)

Goldman Sachs Financial Square Government Cl 1 — Sold (part)

Hartford Divident & Growth Cl F — Dividend — Buy

Hartford Divident & Growth Cl F — Buy (add'l)

Hartford World Bond Cl F — Dividend — Buy (add'l)

Hartford World Bond Cl F — Sold (part)

Hartford World Bond Cl F — Buy (add'l)

iShares Core Dividend Growth ETF — Dividend — Buy (add'l)

iShares Core Dividend Growth ETF — Sold (part)

iShares Core Dividend Growth ETF — Buy (add'l)

iShares Core S&P Mid Cap ETF — Dividend — Buy (add'l)

iShares Core S&P Mid Cap ETF — Sold (part)

iShares Core S&P Mid Cap ETF — Buy (add'l)

iShares Core S&P Small Cap ETF — Dividend — Buy (add'l)

iShares Core S&P Small Cap ETF — Sold (part)

iShares Core S&P Small Cap ETF — Buy (add'l)

iShares Edge MSCI USA Momentum Factor ETF — None — Sold

iShares Russell 1000 Growth Fund — Dividend — Buy

iShares Russell 1000 Growth Fund — Buy (add'l)

iShares Russell 1000 Growth Fund — Sold

iShares Russell 1000 Value Fund — Dividend — Buy (add'l)

iShares Russell 1000 Value Fund — Sold (part)

iShares Russell 1000 Value Fund — Buy (add'l)

iShares Trust Core MSCI EAFE ETF — Dividend — Buy (add'l)

iShares Trust Core MSCI EAFE ETF — Sold (part)

iShares Trust Core MSCI EAFE ETF — Buy (add'l)

MFS International Diversification Cl R6 — Dividend — Buy (add'l)

MFS International Diversification Cl R6 — Buy (add'l)

MFS Municipal Income Cl R6 — Dividend — Sold (part)

Spdr S&P 500 ETF Tr Unit Ser I S&P Depository — Dividend — Buy (add'l)

Spdr S&P 500 ETF Tr Unit Ser I S&P Depository — Sold (part)

Spdr S&P 500 ETF Tr Unit Ser I S&P Depository — Buy (add'l)

T. Rowe Price Blue Chip Growth Cl 1 — Dividend — Buy (add'l)

T. Rowe Price Blue Chip Growth Cl 1 — Buy (add'l)

Thornburg Limited Term Municipal Cl 1 — Dividend — Buy (add'l)

Thornburg Limited Term Municipal Cl 1 — Sold (part)

Investment Account #2 (H)

Edward Jones Money Market Fund: Investment Shares (JNSXX) — Dividend

Invesco Short Term Bond C — Dividend — Sold (part)

IRA Account #1 (H)

Artisan International Value Cl 1 — Dividend — Buy

Blackrock Mid Cap Growth Equity Cl K — None — Sold

Blackrock Mid Cap Growth Equity Cl K — Buy

Blackrock Mid Cap Growth Equity Cl K — Buy (add'l)

Blackrock Total Return Cl K — Dividend — Sold

Blackrock Total Return Cl K — Buy

Blackrock Total Return Cl K — Sold (part)

Edward Jones Money Market Fund: Retirement Shares (JRSXX) (Y)

Franklin Dynatech Cl R6 — None — Sold

Franklin Dynatech Cl R6 — Buy

Franklin Dynatech Cl R6 — Buy (add'l)

Goldman Sachs Financial Square Government Cl 1 — Dividend — Buy

Goldman Sachs Financial Square Government Cl 1 — Sold (part)

Hartford Equity Income Cl F — Dividend — Sold

Hartford Equity Income Cl F — Buy

Hartford Equity Income Cl F — Buy (add'l)

iShares Barclays 1-3 Year Treasury Bond Fund — None — Sold

iShares Core Dividend Growth ETF — Dividend — Buy

iShares Core Dividend Growth ETF — Buy (add'l)

iShares Trust Core 1-5 Year USD Bond Fund — Dividend — Buy

iShares Trust Core 1-5 Year USD Bond Fund — Sold (part)

John Hancock Bond Cl R6 — Dividend — Sold

John Hancock Bond Cl R6 — Buy

John Hancock Bond Cl R6 — Sold (part)

John Hancock Disciplined Value Cl R6 — None — Sold

John Hancock International Growth Cl R6 — Dividend — Buy

MFS International Diversification Cl R6 — None — Sold

MFS International Diversification Cl R6 — Buy

MFS International Diversification Cl R6 — Sold (part)

MFS International Diversification Cl R6 — Sold

T Rowe Price Blue Chip Growth Cl 1 — Dividend — Sold

T Rowe Price Blue Chip Growth Cl 1 — Buy

T Rowe Price Blue Chip Growth Cl 1 — Buy (add'l)

T Rowe Price Qm US Small Cap Growth Equity Cl 1 — Dividend — Sold

T Rowe Price Qm US Small Cap Growth Equity Cl 1 — Buy

T Rowe Price Qm US Small Cap Growth Equity Cl 1 — Buy (add'l)

T Rowe Price Short-Term Bond Cl 1 — Dividend — Sold

T Rowe Price Short-Term Bond Cl 1 — Buy

T Rowe Price Short-Term Bond Cl 1 — Sold (part)

Tcw Core Fixed Income Cl 1 — Dividend — Sold

Tcw Core Fixed Income Cl 1 — Buy

Tcw Core Fixed Income Cl 1 — Sold (part)

Victory Sycamore Established Value Cl R6 — Dividend — Sold

Victory Sycamore Established Value Cl R6 — Buy

Wisdomtree SMALLCAP Div ETF — Dividend — Sold

Wisdomtree SMALLCAP Div ETF — Buy

Wisdomtree SMALLCAP Div ETF — Buy (add'l)

IRA Account #2 (H)

Baird Short-Term Bond Cl 1 — Dividend

Edward Jones Money Market Fund: Retirement Shares (JRSXX) (Y)

Hartford International Opportunities Cl F — Dividend

iShares Core S&P Small Cap ETF — Dividend

iShares Core US Aggregate Bond ETF — Dividend

iShares S&P 500 Growth Fund — Dividend

Spdr Ser Tr S&P Divid ETF — Dividend

T Rowe Price US Treasury Money Cl 1 — Dividend

Teacher Retirement System of Texas — Interest

Prudential Retirement Annuity #1 (H)

AST Goldman Sachs Small Cap Value — None — Sold (part)

AST Goldman Sachs Small Cap Value — Buy (add'l)

AST Hotchkis & Wiley Large-Cap Value — None — Buy (add'l)

AST Hotchkis & Wiley Large-Cap Value — Sold (part)

AST Hotchkis & Wiley Large-Cap Value — Buy (add'l)

AST International Growth — None — Sold (part)

AST International Growth — Buy (add'l)

AST International Growth — Sold (part)

AST International Value — None — Sold (part)

AST International Value — Buy (add'l)

AST Investment Grade Bond — None — Buy

AST Investment Grade Bond — Sold (part)

AST Investment Grade Bond — Sold

AST Prudential Core Bond Portfolio — None — Sold (part)

AST Prudential Core Bond Portfolio — Buy (add'l)

AST Prudential Core Bond Portfolio — Sold (part)

AST Prudential Core Bond Portfolio — Buy (add'l)

AST Small Cap Growth — None — Sold (part)

AST Small Cap Growth — Buy (add'l)

AST Small Cap Growth — Sold (part)

AST T Rowe Price Large Cap Growth — None — Sold (part)

AST T Rowe Price Large Cap Growth — Sold (part)

AST T Rowe Price Large Cap Growth — Buy (add'l)

AST T Rowe Price Large Cap Growth — Sold (part)

AST Western Asset Core Plus Bond — None — Sold (part)

AST Western Asset Core Plus Bond — Buy (add'l)

AST Western Asset Core Plus Bond — Sold (part)

AST Western Asset Core Plus Bond — Buy (add'l)

Prudential Retirement Annuity #2 (H)

AST Black Rock/Loomis Sayles Bond — None

AST Global Bond Portfolio — None — Buy

AST Goldman Sachs Small Cap Value — None

AST International Growth — None

AST International Value — None

AST MFS Growth — None

AST Small Cap Growth — None

AST T Rowe Price Large Cap Growth — None

AST Templeton Global Bond — None — Sold

AST Western Asset Core Plus Bond — None

529 Plan #1 (H)

Franklin529 Growth & Inc A — None — Sold (part)

529 Plan #2 (H)

Franklin529 Grw (19+) A — None — Sold (part)

Franklin529 Grw (19+) A — Sold (part)

Health Savings Account (H)

HSA Bank, a Division of Webster Bank, N.A. — Interest

John Hancock Accumulation VUL #1 (H)

John Hancock Var. Ins. Trust: Blue Chip Growth Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Blue Chip Growth Trust Fund — Sold

John Hancock Var. Ins. Trust: Blue Chip Growth Trust Fund — Buy

John Hancock Var. Ins. Trust: Core Bond Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Core Bond Trust Fund — Sold

John Hancock Var. Ins. Trust: Core Bond Trust Fund — Buy

John Hancock Var. Ins. Trust: Disciplined Value Int'l Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Disciplined Value Int'l Trust Fund — Sold

John Hancock Var. Ins. Trust: Disciplined Value Int'l Trust Fund — Buy

John Hancock Var. Ins. Trust: Emerging Markets Value Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Emerging Markets Value Trust Fund — Buy

John Hancock Var. Ins. Trust: Fundamental Large Cap Value Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Fundamental Large Cap Value Trust Fund — Sold

John Hancock Var. Ins. Trust: Fundamental Large Cap Value Trust Fund — Buy

John Hancock Var. Ins. Trust: Int'l Equity Index Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Int'l Equity Index Trust Fund — Sold

John Hancock Var. Ins. Trust: Int'l Equity Index Trust Fund — Buy

John Hancock Var. Ins. Trust: Investment Quality Bond Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Investment Quality Bond Trust Fund — Sold

John Hancock Var. Ins. Trust: Investment Quality Bond Trust Fund — Buy

John Hancock Var. Ins. Trust: Opportunistic Fixed Income Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Opportunistic Fixed Income Trust Fund — Sold

John Hancock Var. Ins. Trust: Opportunistic Fixed Income Trust Fund — Buy

John Hancock Var. Ins. Trust: Small Cap Stock Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Small Cap Stock Trust Fund — Sold

John Hancock Var. Ins. Trust: Small Cap Stock Trust Fund — Buy

John Hancock Var. Ins. Trust: Small Cap Value Trust Fund — None — Buy (add'l)

John Hancock Var. Ins. Trust: Small Cap Value Trust Fund — Sold

John Hancock Var. Ins. Trust: Small Cap Value Trust Fund — Buy

John Hancock Accumulation VUL #2 (H)

John Hancock Var. Ins. Trust: Disciplined Value Int'l Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Disciplined Value Int'l Trust Fund — Buy

John Hancock Var. Ins. Trust: Equity Income Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Equity Income Trust Fund — Buy

John Hancock Var. Ins. Trust: Fundamental Large Cap Value Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Fundamental Large Cap Value Trust Fund — Buy

John Hancock Var. Ins. Trust: Global Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Global Trust Fund — Buy

John Hancock Var. Ins. Trust: High Yield Trust Fund — None — Sold

John Hancock Var. Ins. Trust: High Yield Trust Fund — Buy

John Hancock Var. Ins. Trust: Investment Quality Bond Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Investment Quality Bond Trust Fund — Buy

John Hancock Var. Ins. Trust: Mid Cap Index Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Mid Cap Index Trust Fund — Buy

John Hancock Var. Ins. Trust: Opportunistic Fixed Income Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Opportunistic Fixed Income Trust Fund — Buy

John Hancock Var. Ins. Trust: Small Cap Opportunities Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Small Cap Opportunities Trust Fund — Buy

John Hancock Var. Ins. Trust: Small Cap Value Trust Fund — None — Sold

John Hancock Var. Ins. Trust: Small Cap Value Trust Fund — Buy

Lincoln National LIC MoneyGuard II Policy #1 — None

Lincoln National LIC MoneyGuard II Policy #2 — None

JPMorgan Chase Bank Accounts (H)

Account #1 — Interest

Account #2 — None

Account #3 — None

Account #4 — Interest

Natash, LLC — None

Exceder Mobil Park Fund 1, LLC (Y)

Southern Initials LLC — Distribution