Richard T. Morrison
2014Annual
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What was filed
26
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Land Dev Vero B
- Self-employed lawyer and consultant
As filed
shares MSC Australia Indx Fund-<1RA — Int/Div
Ishares MSCI Singapore Index Fund--1RA — Int/Div
Ishares Ireland Investable Market Index Fund--IRA — Int/Div
Ishares MSCI Poland Investable Market Index Fund--IRA — Int/Div
Ishares Hong Kong Index Fund--1RA — Int/Div
Ishares New Zealand Index Fund-<IRA — Int/Div
LeamingQuest Portfolio (529) #59 — None
LeamingQuest Portfolio (529) #21 — None
PNC checking account #22 — Interest
PNC money market account #81 — Interest
Vanguard 500 Index Fund Admiral Shares 2 — Int/Div
Apple Inc. common — Int/Div
Vanguard money market 2 — Interest
Microsoft Inc common — Int/Div
Vanguard 500 Index Admiral Shares (IRA) “ — Int/Div
Int. in Southgate Land Dev. of Vero Beach, FL LLC — None
Interest in 27 acres of land in Morgan Hill CA — None — Sold — Land Dev Vero B
Class B non-voting common shares of Northgate Inv. Co. — None
American Int'l Group common — Int/Div
Interest in Four Star Garfield LLC — None
Bank of America Corp. common {X) — Int/Div
S10.
Vanguard Total Stock Market Index Fund Admiral Shares — Int/Div
ECH (Chile Index Fund)-<IRA — Int/Div
Vanguard emerging markets fund--1RA — Int/Div
PNC checking account #69 — Interest
Spouse's income — 2014 — Self-employed lawyer and consultant
Part XII, Line 43, Column D, further explanation:
PN transferred J interest in land in Morgan Hill, California, to Southgate Land Development of Vero Beach, LLC, on December 31, 2014, At the time of
the transfer, JIE percentage interest in the land was the same as Jil] percentage interest in Southgate Land Development of Vero Beach, LLC.
Correction to 2011 report:
My report for 2011, page 8, stated that a co-owner of the Morgan Hill land sold 2 acres land in that year and that after the sale JIN percentage interest in
the remaining 27 acres increased proportionately. Instead, the2011 sale of the 2 acres was made by all co-owners of the land, including SEN in proportion
to their respective percentage interests in the original 29 acres; and JIN percentage interest in the 27 acres after the 2 acre sale was unchanged. The buyer
of the 2 acres was the City of Morgan Hill, California,
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.