Thomas E Carlson
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
12
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Fargo Bank
- Deloitte
As filed
Wells Fargo Bank Savings Account — Interest
Wells Fargo Bank IRA Deposit Account — Interest — Sold — Fargo Bank
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 (no control) — Int/Div — Buy — Deloitte
Deloitte & Touche - Profit Sharing (no control) — Distribution — Buy — Deloitte
Attachment to 2012 Financial Disclosure Report
Thomas E. Carlson
Attachment | of |
Part of Report: VIL INVESTMENTS and TRUSTS
11.42) Date
12.(2) Date
Transactions of I re Deloitte 401(k) Plan and Deloitte Profit Sharing Plan (her employer)
J Contributions 2012
Date 01/07/12 - 401 (k) -
Date 01/20/12 - 401(k) -
Date 02/03/12 - 401 (k) -
Date 02/17/12 - 401(k) -
Date 03/02/12 - 401 (k) =
Date 03/16/12 - 401(k) -
Date 03/30/12 - 401(k) -
Date 04/13/12 - 401 (k) -
Date 04/27/12 - 401(k) -
Date 05/11/12 - 401(k) =
Date 05/25/12 - 401(k) -
1 Profit Sharing -
Date 06/15/12 - 401(k) - $
J Profit Sharing -
Date 06/29/12 - 401(k) - $
0.00 J Profit Sharing
Date 07/13/12 - 401(k) - S
0.00 J Profit Sharing
Date 07/27/12 - 401(k) - $
0.00 J Profit Sharing -
Date 08/10/12 - 401(k) - $
0.00 J Profit Sharing -
Date 08/24/12 - 401(k) - $
0.00 J Profit Sharing -
Date 09/07/12 - 401(k) - $
0.00] Profit Sharing -
Date 09/21/12 - 401(k) - S
0.00) Profit Sharing -
Date 10/05/12 - 401(k) - S$
0.00 J Profit Sharing -
Date 1019/12 - 401(k) - $
0.00 J Profit Sharing -
Date 11/02/12 -401(k) - $
0.00 J Profit Sharing - $
0.001
0.00)
Date 11/16/12 -401(k) - $
0.00 Profit Sharing - $
Date 11/30/12 - 401(k) - $
0.00) Profit Sharing - $
0.00)
Date 12/14/12 - 401(k) - S
0.00 J Profit Sharing - $
0.00)
Date 12/28/12 - 401(k) - §
0.00 J Profit Sharing - $
0.00)
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.