Thomas E Carlson

2015Annual

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Pull out the substance of this filing.

What was filed

  • 11

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Deloitte

As filed

Wells Fargo Bank Savings Account — Interest

Wells Fargo Bank IRA Stage Coach Equity Index Fund A — Int/Div

Wells Fargo Bank IRA Stage Coach Equity Index Fund A — Int/Div

Wells Fargo Bank - Savings Account — Interest

Wells Fargo Bank - Money Market Account — Interest

Wells Fargo Bank - Checking Account — Interest

Wells Fargo Bank - Asset Allocation Fund B — Int/Div

Fidelity - Equity Growth Fund B — Int/Div

Wells Fargo Bank - Large Company Growth Fund B — Int/Div

Deloitte & Touche - 401(k) Vanguard — Int/Div — Buy — Deloitte

Deloitte & Touche - Profit Sharing — Distribution — Buy — Deloitte

Attachment to 2015 Financial Disclosure Report

Thomas E. Carlson

Attachment | of |

Part of report: VIL INVESTMENTS and TRUSTS

10.2) Date

11. (2) Date

Transactions of Cynthia K. Hustad (wife) re Deloitte 401(k) Plan and Deloitte Profit Sharing Plan (her employer)

Cynthia K. Hustad's Contributions - 2015

Date 01/09/15 - 401(k) - $1,588

Date 01/23/15 - 401(k) - $1,588

Date 02/06/15 - 401(k) - $1.588

Date 02/20/15 - 401(k) - $1,588

Date 03/06/15 - 401(k) - $1,588

Date 0372015 - 401(k) - $1,588

Date 04/03/15 - 401(k) - $1,588

Date 04/17/15 - 401(k) - $1,588

Date 05/01/15 - 401(k) - $1,588

Date 05/15/15 - 401(k) - $1,588

Date 05/29/15 - 401(k) - $1,588

Date 06/12/15 - 401(k) - $527 Profit Sharing - $1,951 + $5,000

Date (6/26/15 - Profit Sharing - $1,951

Date 07/10/15 - Profit Sharing - $1,951

Date 07/24/15 - Profit Sharing - $1,951

Date 08/07/15 - Profit Sharing - $1,951

Date 08/21/15 - Profit Sharing - $1,951

Date 09/04/15 - Profit Sharing - $3,174 + $7,614

Date 09/18/15 - Profit Sharing - $2,126

Date 10/02/15 - Profit Sharing - $2,126

Date 10/16/15 - Profit Sharing - $2,126

Date 10/29/15 - Profit Sharing - ($995)

Date 10/30/15 - Profit Sharing - $2,126

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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Thomas E Carlson | Frix