# Thomas John Morris

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9623

## Record

- **Judge:** Thomas John Morris
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 7

## Text

Wells Fargo Bank account — Interest
Wells Fargo Bank account No. 2 — Interest
Hennessy Cornerstone Value Fund — Int/Div
MFS Multimarket Income Trust — Int/Div
MET Life — Int/Div
Alive Credit Union account — Interest
Jax Federal Credit Union account — Interest
Wells Fargo CD (X) — Interest
Mass Mutual Life Insurance (Whole Life) — Int/Div
Security Benefit Life Insurance — Int/Div
Met Life Insurance (whole life) — Int/Div
Pershing Advisor Solutions { Header)
IRA No. 5,Litman/Gregory Asset Management — Int/Div
IRA No. 6. Litman/Gregory Asset Mgmt — Int/Div
New Frontier ETF Mgmt. — Ine
State Street Global Asset Advisers — Int/Div
Property in Watauga County, N.C — None
Prudential Stock — Int/Div
Prudential Alliance Account — Interest
Wachovia Retirement Savings Account (Header) — with line 7)
Wells Fargo Stable Return Fund — Int/Div — with line 7)
Oukmark Equity Income Fund — Int/Div — with line 7)
Bouaard member, Hendricks Avenue Community Athletic Association (non-profit)
Spouse's income — 2012 — NeMours Children's Clinic, Jacksonville, Fl. salary
Part VII, Line 6: Name change. Alive replaced Health Services Credit Union

Part VII, Line 8: (X) The CD was inherited,

Part VII, Lines 12 (the header) through 16 are widely held, publically traded, widely diversified and arranged so that I neither exercise control nor have any ability

to exercise conrol over the financial interests held by the funds. My mvestment advisor states that each of the accounts are invested in "moderate investment

portfolios” which consists of dozens if not hundreds of ETFs or funds.

The holdings are frequently adjusted in percentages of each asset so there would be hundreds of individual transactions each year, over which | have no control.

The holdings

are the same for anyone else investing in the "moderate investment portfolio” category, and not unique to me.

Part VIL, Lines 13 through 15 are the same accounts reported last year, but the investment advisor listed in the header (line 12) chose different management

companies than the year before. The investment in each account remained the same.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9623. Public record. Not legal advice.