Shon Kaelberer Hastings
2015Annual
Ask Donna
Pull out the substance of this filing.
What was filed
19
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Minnesota Bankruptcy Institute
- Microsoft - salary, bonuses and awards
As filed
US Bank Cash Account — Interest
Wells Fargo Cash Accounts — Interest
Gate City Cash Accounts - Opened 08/05/14 — Interest
AIM Constellation Fund (A) — Int/Div
USAA Growth Fund (S IRA) — Int/Div
USAA Growth Fund (B IRA) — Int/Div
Mairs and Power Growth Fund (IRA Rollover from S M&I 401k) — Int/Div
Muairs & Power Balanced Fund (MAPOX) — Int/Div
Mairs & Power Growth Fund (MPGFX) — Int/Div
Mairs and Power Balanced Fund (IRA Rollover from B 401k) — Int/Div
Microsoft 401k - Fidelity Contrafund K — Int
Microsoft 401k-Vanguard Value Index Inst Fund-Transfer to Line 16 — Int/Div — Closed
Microsoft 401k-Vanguard Growth Index Inst Fund- Transfer 10 Line 15 — Int/Div — Closed
Microsoft 401k - Vanguard ST Bond Index Sig — Int/Div
Microsoft 401k - Vanguard Russel 1000 Growth Index Trust — Int/Div — Open
Microsoft 401k - Vanguard Russel 1000 Value Index Trust — Int/Div — Open
Microsoft 401k <- BTC Life Path 2020 — Int/Div
Microsoft 401k - Microsoft Common Stock — Int/Div
Microsoft - Fidelity Investment Account (ESPP and Stock Award) — Int/Div
Reimbursement — Minnesota Bankruptcy Institute — wii Thu — institute
Spouse's income — 2015 — Microsoft - salary, bonuses and awards
Part VII, Lines 12, 13, 15, 16
On January 1, 2015, Microsoft tranferred the funds in Brian Hastings's 401k Vanguard Growth Index Institutional Fund to the Vanguard Russel 1000 Growth
Index Trust. On the same day, Microsoft transferred the funds in Brian Hastiv
’s 401k Vanguard Value Index Institutional Fund to the Vanguard Russel 1000
Value Index Trust. Brian Hastings (my husband) was not volved m the decision. | am not sure how to report this transaction. The "closed" disposition appears
to be the transaction that most closely describes the transaction, but this is exactly correct.
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.