Shon Kaelberer Hastings

2015Annual

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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.

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