Austin City Council Member Laura Morrison's Personal Financial Disclosure, Filed April 2009 (part 1)

Texas Ethics Commission

P.O. Box 12070

(512)463-5800

Austin, Texas 78711-2070

PERSONAL FINANCIALSTATEMENT

1-800-325-8506

FORM PFS COVER SHEET PAGE #

Filed in accordance with chapter 572 of the Government Code.

Page 1 of 26

For filings required in 2009, covering calendar year ending December 31,2008.

ACCOUNT *

1 1*0 pnpM PF55 - INSTRUCTION Ci J!DF when completing^ this form. OFFICE USE ONLY

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Laura

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NICKNAME. LAST. SUFFIX

Morrison

2 ADDRESS

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610 Baylor St. Austin, TX 78703

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Date Processed

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(CHECK IF FILER'S HOME ADDRESS)

AREA CODE NUMBER; EXTENSION

3 TELEPHONE NUMBER

Date Imaged

(512)494-8702

4 REASON FOR FILING STATEMENT

(~| HAWDinATF

(INDICATE OFFICE)

!xl n Fr.TFD OFFICFR Austin City Council, Place 4

(INDICATE OFFICE)

PI APPOINTFn OFFICFR

(INDICATE AGENCY)

PI FXPHHTIVF HFAD

(INDICATE AGENCY)

D FORMER OR RETIRED JUDGE SITTING BY ASSIGNMENT l~l STATE PARTY CHAIR

(INDICATE PARTY)

f~l OTHFR

(INDICATE POSITION)

-

5 Family members whose financial activity you are reporting (filer must report information about the financial activity of the filer's spouse or dependent children if the filer had actual control over that activity): SPOIJSF DEPENDENT CHILD

Philip J. Morrison 1

2 3

d; ;,;;;,;«; :K,I ..f|jy you; ;ivvn h.'inm^n -ichv^v, out aiso tnut ui your soouse or a dependent cfukJ a you had actual control

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PO Box 12070

Austin, Texas 78711-2070

(512)463-5800

1-800-325-8506

PART 1A

SOURCES OF OCCUPATIONAL INCOME D NOT APPLICABLE

When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet.

1

2

INFORMATION RELATES TO

03 FILER

D SPOUSE

D DEPENDENT CHILD

NAME AND ADDRESS OF EMPLOYER / POSITION HELD EMPLOYMENT

!~l (Check if Filer's Home Address)

[X] EMPLOYED BY ANOTHER

City of Austin

301 W. 2nd St. Austin, TX 78701 Austin City Council Member, Place 4 NATURE OF OCCUPATION

Q SELF-EMPLOYED

INFORMATION RELATES TO D FILER

SPOUSE

D DEPENDENT CHim

NAME AND ADDRESS OF EMPLOYER / POSITION HELD

EMPLOYMENT 0

0

[~l (Check if Filer's Home Address)

EMPLOYED BY ANOTHER

University of Texas, Austin Physics Dept. 1 University Station Austin, TX78712 Professor

[] SELF-EMPLOYED

NATURE OF OCCUPATION

COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY TX-PFS Software Version 1.0,6

Page 000002

P.OJ3gJLlggZ°_

_Austin. Texas 78711-2070

____

,

__

(512)463-5800 ____ 1^00^325-8506

PART 2

STOCK D

NOT APPLICABLE

List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar year and indicate the category of the number of shares held or acquired. If some or all of the stock was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1

NAME

BUSINESS ENTITY

ANADARKO PETROLEUM CORP

'••' STOCK J ILLD OR ACQUiREO BY

0 FILER

O SPOUSE

n

3

C3 LESS THAN 100

[~] 100 TO 499

(7] 500 TO 999

F] 5,000 TO 9,999

fj 10,000 OR MORE . . ,

|

4

NUMBER OF SHARES

IF SOLD LJ NET LOSS

BUSINESS ENTITY

| G LESS THAN $5,000 j

j

Q $5,000 - $9,999

DEPENDENT CHILD

— FT] $10,000 - $24,999

jXi SPOUSE

Q OCPC,

j

NUMBER OF SHARES

G-SOOTCMM

Ll soorQ999

j [Xj LESS THAN 100 In

-

,

Q S25.000--OR MORE

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Q $5,000 - £9,999

Q $10,000 - $24,999

STOCK HELD OR ACQUIRED BY 113 FILER

H SPOUSE

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NUMBER OF SHARES

[X] 100 TO 499

BUSINESS ENTITY

1

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[~] 1 ,>!(«) i t ) 4,!«<>

[j $25,000 OR MORE

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| Cisco Systems inc

j Q LESS THAN 100 I | 6,000 i O 9,ss» -• ',_~t LESS THAN $5,000

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Q 1,000 TO 4,999

i i iO.OOO Uri MOHt j_j $5,000 - $9,999

[_j $10,000 - $24,B99

|_J $2b,000-OR MOHb

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fj DEPENDENT CHILD

QUS'NCns TMTTf . K I iri n OR AOQUIRrn RY ! !XJ FILER j

NUMBER OF SHAKES

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(512)463-5800

1-800-325-8506

PART 2

STOCK D NOT APPLICABLE

List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar year and indicate the category of the number of shares held or acquired. If some or all of the stock was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1

NAME

BUSINESS ENTITY

GABELLI EQUITY

2 STOCK HELD OR ACQUIRED BY

0<] FILER

Q SPOUSE

3

[j LL-SS IHAN 100

El 100 TO 499

D 5,000 TO 9,999

L~] 10, 000 OK MORE

NUyBER OF SHARES

/I, .p --.j r.

^2 WET CAIN

n DEPENDENT CHILD Q 500 TO 999

H LE33 THAN 50,000 Hj S5.000 - S9,999

O 1.000 TO 4.999

f~1 S10.000 - $24.999

f~| S25.000-OR MORE

'•(AMi ' j

BUSiiSiEoo ENT.TY

j ULNLKAL LLLCiKiC CUiVif Ai -. i i

NUMBER OF SHARES

L! SPOUSE

(XJ FILER

3TGCK J ICLO OR ACQUIRED BY

| D LESS THAN 100

Q DEPENDENT CHILD

Q 100 TO 499

nsooTO999

iI |_J LESS THAN $5,000

LJ 55,000 - $9,999

J_J $10,000 521,999

J_J $25,000- OR MORE

i ' "NT! iUJS'NE '- ; '- V/K:! .! .!

j

STOCK HELD OR ACQUIRED BY j 13 FILER

D SPOUSE

NUMBER OF SHARES

[Xj 100 10499

i [j Ltss IHAN 100

O DEPENDENT CHILD [jt>oo 10999

I LJ 1.000104,999

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BUSINESS ENTITY

Ishaf8S Russen 1000

Value Index Fund

STOCK HELD OR___ACQUIRED BY II HI FILER __ _ _ _

jx] SPOUSE

Q DEPENDENT CHILD

NUiviBbK Or- bHAKtS

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IXJ500TO999

LJ'.ooo TO 4,999

|_| $10,000 - $24,239

|_J J25,CCO Oil MOUL

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[j 500 TO 939

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LJ 1,000 !04,uaa

PO. Box12070

(512)463-5800

Austin, Texas 78711-2070

1-300-325-8506 PART 2

STOCK D NOT APPLICABLE

List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar year and indicate the category of the number of shares held or acquired. If some or all of the stock was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1

NAME

BUSINESS ENTITY

Ishares Trust S&P 500 Index Fund

2 STOCK HELD OR ACQUIRED BY

0 FILER

0 SPOUSE

n DEPENDENT CHILD

3

Q LESS THAN 100

[j" 100 TO 499

[J* 500 TO 999

NUMBER OF SHARES

fj 5.000 TO 9.999 4

IF SOLD

D NET GAIN _-

• - I'

:

fj LESS THAN $5,000

Q<] 1.000 TO 4.999

Q 10,000 OR MORE

Q S5.000 - $9.999

FJ] $10,000 - $24,999

Q $25,000-OR MORE

I .( j'T'O

NAME

s-v * * o ' a. ; *~~ -"~^ if** i~~ *. i *?" i T\/

tJUo-rNGoo EN I ITY

JPMORGAN CHASE & CO

STOCK HELD OR ACQUIRED BY J

|Xj FILER

|_J SPOUSE

i ! Utf'fcNOtN I" CHILD

NUMBER OF SHARES

|_J LESS THAN 100

Q 100 TO 499

JXJ 500 TO 999

O 5,000 TO 9,999

LH 10,000 OR MORE

IF QOI n

PI NET GAIN

1—1

T.H.OOO • 39,909

fj $10,000 - $24,999

i j

Q 1 ,uuu i u 4,aaa

Q $25,000--OR MORE

STOCK HELD OR ACQUIRED BY

FILER

Q SPOUSE

DEPENDENT CHILD

NUMBER OF SHARES

LESS THAN 100

Q 100 TO 499

500 TO 999

JXJ 1,000 TO 4,999

:r ovi_L/

STOCK HELD OR ACQUIRED BY j !! FILER NUivtbtK Ut- ij

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Q DEPENDENT CHILD 1/J 5UU IUa99

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F1 $10,000 - $24,999

Fl $2b,0','0--OIJ, MOHt

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i O LfcSS (HAN $5,000

[j S5.UOO - $9,999

cnpv ANH ATTACH AnnmnwAi PARFS AS raye uuuuuo

TX-PFS Software Version 1.0.6

Texas Ethics Commission

P.O. Box 12070

(512)463-5800

Austin, Texas 78711-2070

1 300-325-8506

PART 3

BONDS, NOTES & OTHER COMMERCIAL PAPER D NOT APPLICABLE

List all bonds, notes and other commercial paper held or acquired by you, your spouse, or a dependent child during the calendar year. If sold, indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1

DESCRIPTION OF INSTRUMENT

2

HELD OR ACQUIRED BY

BAG CAP TR IV

FILER

3

SPOUSE

DEPENDENT CHILD

IF SOLD NET GAIN

Q LESS THAN $5,000

[U $5,000 - $9,999

Q $10,000 - $24,999

Q $25,000~OR MORE

NET LOSS

DESCRIPTION OF INSTRUMENT

CALIFORNIA INFR Municipal Bond

HELD OR ACQUIRED BY FILER

SPOUSE

fj DEPENDENT CHILD

IF SOLD NET GAIN

LESS THAN S5.000

Q 55,000 - $9.999

fj $10,000 - $24,999

Q $25,000--OR MORE

NET LOSS

DESCRIPTION OF INSTRUMENT

CAPITAL CROSSING

HELD OR ACQUIRED BY FILER

SPOUSE

DEPENDENT CHILD

IF SOLD NET GAIN

LESS THAN 55,000

Q S5.000 - $9.999

Q $10.000 - $24;999

£] 525,000-OR MORE

MET LOSS

COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Page 000006

TX-PFS Software Version 1.0.6

Texas Ethics Commission

P.O. Box 12070_

(512)463-5800

Austin, Texas 7871 1-2070

1-800-325-8506

PART 3

BONDS, NOTES & OTHER COMMERCIAL PAPER NOT APPLICABLE

List all bonds, notes and other commercial paper held or acquired by you, your spouse, or a dependent child during the calendar year. If sold, indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1

DESCRIPTION OF INSTRUMENT

2

HELD OR ACQUIRED BY

CITIGROUP CAP TR IX

FILER

fj SPOUSE

LESS THAN $5.000

H] S5.000 - $9.999

DEPENDENT CHILD

3 IF SOLD NET GAIN

£] 510,000 - 524,999

Q S25.000--OR MORE

NET LOSS

DESCRIPTION OF INSTRUMENT

EAST SIDE UN HIG Municipal Bond

HELD OR ACQUIRED BY FILER

SPOUSE

fj DEPENDENT CHILD

IF SOLD NET GAIN

LESS THAN $5,000

£] 55,000 - 59,999

D S10,000 - 524,999

Q $25,000--OR MORE

NET LOSS

DESCRIPTION OF INSTRUMENT

MORGAN STNLY CAP

HELD OR ACQUIRED BY FILER

SPOUSE

f_] DEPENDENT CHILD

IF SOLD NET GAIN

LESS THAN $5.000

Q $5,000 - 59,999

Q 510.000 - S24.999

Q S25.000--OR MORE

NET LOSS

COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY

Page 000007

TX-PFS Software Version 1.0.6

Texas Ethics Commission

P.O. Box 12070

(512)463-5800

Austin, Texas 78711-2070

1-800-325-8506

PART 3

BONDS, NOTES & OTHER COMMERCIAL PAPER D NOT APPLICABLE

List all bonds, notes and other commercial paper held or acquired by you, your spouse, or a dependent child during the calendar year. If sold, indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1

DESCRIPTION OF INSTRUMENT

2

HELD OR ACQUIRED BY

SPDRTRUSTUNITSR 1

FILER

3

SPOUSE

Q DEPENDENT CHILD

IF SOLD NET GAIN

LESS THAN 55,000

C] $5,000 - $9.999

£] S10.000 - $24,999

Q S25.000--OR MORE

l NET LOSS

DESCRIPTION OF INSTRUMENT

SAN FRANCISCO CALIF Municipal Bond

HELD OR ACQUIRED BY FILER

SPOUSE

DEPENDENT CHILD

IF SOLD NET GAIN

LESS THAN S5.000

fj] 35,000 - S9.999

Q $10.000 - S24.999

FJH S25.000--OR MORE

NET LOSS

COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Page 000008

TX-PFS Software Version 1.0.6

Texas Ethics Commission

P.O. Box 12070

Austin, Texas 7871 1-2070

(512)463-5800

1-800-325-8506

PART 4

MUTUAL FUNDS D NOT APPLICABLE

List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If some or all of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1

2

NAME

MUTUAL FUND

AIM Mid Cap Cora Equity Fund

SHARES OF MUTUAL FUND HELD OR ACQUIRED BY

3 NUMBER OF SHARES OF MUTUAL FUND

FJ3 FILER

0 SPOUSE

Q DEPENDENT CHILD

fj LESS THAN 100

fj 100 TO 499

fj 5,000 TO 9.999

fj 10,000 OR MORE

Q LESS THAN 55,000

fj $5,000 - 59,999

1,000 TO 4,999 FJ

(3 500 TO 999

4 IF SOLD LJ NET GAIN

fj S25,000-OR MORE

fj S1 0,000 - S24.999

f j NET LOSS NAME

MUTUAL FUND

AMERICAN Funds American BALANCED Fund

SHARES OF MUTUAL FUND HELD OR ACQUIRED BY NUMBER OF SHARES OF MUTUAL FUND

|7] FILER

[7] SPOUSE

rj LESS THAN 100

fj 100 TO 499

n 5,000 TO 9,999

fl DEPENDENT CHILD

fj 500 TO 999

|3 1,000 TO 4,999

fj 10.000 OR MORE

IF SOLD fj NET GAIN

D LESS THAN $5,000

Q S5.000 - $9,999

FJ $10,000 - $24,999

FJ S25.000-OR MORE

FJ] NET LOSS NAME AMERICAN Funds CAPITAL INCOME BUILDER

MUTUAL FUND

SHARES OF MUTUAL FUND HELD OR ACQUIRED BY

NUMBER OF SHARES OF MUTUAL FUND

El FILER

0 SPOUSE

fj DEPENDENT CHILD

n LESS THAN 100

fj 100 TO 499

n 5,000 TO 9,999

fj 10,000 OR MORE

Q LESS THAN $5,000

Q S5.000 - $9,999

[7] 500 TO 999

fj 1,000 TO 4,999

fj $10,000 - $24,999

PJ $25,000-OR MORE

IF SOLD fj NET GAIN CD NET LOSS

COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY

Page 000009

n-PFS Software Version 1.0.6