Hildy Bowbeer

2013Initial

Ask Donna

Pull out the substance of this filing.

What was filed

  • 107

    investments

  • 3

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 5

    income

  • 0

    spouse income

Named parties

  • and Holly Rennie
  • Minnesota Continuing Legal Education
  • Emma Norton Services
  • 3M Innovative Properties Company
  • compensation for services rendered as in-house attomey (applies to all IM items)
  • IM Innovative Properties Company - salary and long term incentive compensation
  • IM Innovative Properties Company (through June 22, 2014) - salary and long term incentive compensation
  • New Harbinger Publishing Company - book royalties

As filed

US Bank Checking Account — Interest — Exempt

Fidelity Individual Account (Money Market) — Interest — Exempt

3M Company Stock (common) — Int/Div — Exempt

3M Company Restricted Stock Units {unvested) — None — Exempt

3M Company VIP Excess deferred compensation account (company managed) — None — Exempt

3M Company Medical Savings Account — Interest — Exempt

IM Company Stock Options — None — Exempt

Rental property, Marco Island, Florida {purchase price $412,000) — Rent — Buy — and Holly Rennie

Brokerage Acct {Northwestern Mutual) (Assets listed below)

DREYFUS GENERAL MNY MKT FUNDCLB — Interest — Exempt

RUSSELL TAX-MANAGED U.S. MID & SMALL CAPFUND CLASS S — None — Exempt

RUSSELL TAX MANAGED US LARGE CAP FUND CLASS S — None — Exempt

RUSSELL EMERGING MARKETS FUNDCLS — None — Exempt

RUSSELL GLOBAL REAL ESTATE SECURITIES FUND CLASS S — Int/Div — Exempt

RUSSELL TAX EXEMPT BOND FUND CLASS S — Int — Exempt

RUSSELL INT'L DEVELOPED MARKETS FUND CLASS S — None — Exempt

Northwestern Mutual Life Insurance Policies — Int/Div — Exempt

Alliance Bernstem Collegebound Fund Balanced Portfolio Class C (529) — None — Exempt

Trust #2 (Assets listed below)

RBC Prime Market Money Fund — Int/Div — Exempt

Franklin Income Money Fund — Int/Div — Exempt

Pimco Low Duration Mutual Fund — Int/Div — Exempt

Templeton Foreign Mutual Fund — Int/Div — Exempt

Thornburg Investment Income Mutual Fund — Int/Div — Exempt

BMO Harris Bank - checking acct and CD — Interest — Exempt

Bowbeer IRA - RBC Dain Rauscher (Assets listed below)

RBC Cash and Federated Money Market Fund — Interest — Exempt

Alliance Bernstein Bond Mutual Fund — Int/Div — Exempt

Alliance Bernstein Unconstramed Mutual Fund — None — Exempt

Brandes Emergmg Markets Mutual Fund — Int/Div — Exempt

Cullen High Dividend Equity Mutual Fund — Int/Div — Exempt

Dogde & Cox Stock Mutual Fund — Int/Div — Exempt

Dnehaus Select Credit Mutual Fund — Int/Div — Exempt

DWS Floating Rate Mutual Fund — Int/Div — Exempt

FundVantage WHV Int'l Equity Mutual Fund — Int/Div — Exempt

JP Morgan Strategic Income Opportunities Mutual Fund — Int/Div — Exempt

Mars & Power Growth Mutual Fund — Int/Div — Exempt

Matthews Asian Growth & Income Mutual Fund — Int/Div — Exempt

MFS Growth Mutual Fund — Int/Div — Exempt

MFS SER TR X International Mutual Fund — Int/Div — Exempt

Mutual Series European Mutual Fund — Int/Div — Exempt

Oakmark Global Select Mutual Fund — Int/Div — Exempt

Pioneer Multi Asset Mutual Fund — None — Exempt

Principal FDS Mutual Fund — Int/Div — Exempt

TCW FDS Mutual Fund — Int/Div — Exempt

Templeton Emerging Markets Mutual Fund — Int/Div — Exempt

Templeton Global Bond Mutual Fund — Int/Div — Exempt

Thornburg INVT TR Mutual Fund — Int/Div — Exempt

Vanguard Index Mutual Fund — Int/Div — Exempt

Wells Fargo Absolute Return Mutual Fund — None — Exempt

HSBC Holdings PLC Common Stock — Int/Div — Exempt

Hennes & Mauritz AB Common Stock — Int/Div — Exempt

Kingfisher PLC Common Stock — Int/Div — Exempt

LVMH Moet Hennessy Louis Common Stock — Int/Div — Exempt

Michelin Generale Common Stock — Int/Div — Exempt

Nestle SA Common Stock — Int/Div — Exempt

Novartis Common Stock — Int/Div — Exempt

Novo Nordisk Common Stock — Int/Div — Exempt

Toyota Corp Common Stock — Int/Div — Exempt

Abbot Laboratories Common Stock — Int/Div — Exempt

Coca Cola Company Common Stock — Int/Div — Exempt

Colgate Palmolive Common Stock — Int/Div — Exempt

General Electric Common Stock — Int/Div — Exempt

Mondelez International Commo Stock — Int/Div — Exempt

Monsanto Common Stock — Int/Div — Exempt

Occidental Pete Common Stock — Int/Div — Exempt

Pepsico Common Stock — Int/Div — Exempt

Philip Morris Common Stock — Int/Div — Exempt

Proctor & Gamble Stock — Int/Div — Exempt

Qualcomm Common Stock — Int/Div — Exempt

Sanofi Common Stock — Int/Div — Exempt

United Parcel SVC Common Stock — Int/Div — Exempt

Wells Fargo Common Stock — Int/Div — Exempt

CA Inc. Common Stock — Int/Div — Exempt

Century Link Common Stock — Int/Div — Exempt

Microsoft Corp Common Stock — Int/Div — Exempt

Plizer Common Stock — Int/Div — Exempt

Sanofi Sponsored ADR Common Stock — Int/Div — Exempt

Brokerage Account (RBC) (Assets listed below)

RBC Money Market Bank Deposit Program — Interest — Exempt

Alliance Bernstein Bond Mutual Fund — Int/Div — Exempt

Alliance Bernstein Unconstramed Bond Mutual Fund — None — Exempt

AQR Managed Futures Strategy Mutual Fund — Int/Div — Exempt

Brandes International Equity Mutual Fund — None — Exempt

Brandes Emerging Markets Mutual Fund — Int/Div — Exempt

Cullen High Dividend Equity Mutual Fund — Int/Div — Exempt

Dodge & Cox Stock Mutual Fund — Int/Div — Exempt

Dnehaus Mutual Fund — Int/Div — Exempt

DWS Portfolio Mutual Fund — Int/Div — Exempt

Eaton Vance Floating Rate Mutual Fund — Int/Div — Exempt

JP Morgan TR Mutual Fund — Int/Div — Exempt

Loomis Sayles Strategic Income Mutual Fund — Int/Div — Exempt

Mairs & Power Growth Mutual Fund — Int/Div — Exempt

Matthews Asian Growth & Income Mutual Fund — Int/Div — Exempt

MFS Growth Mutual Fund — Int/Div — Exempt

MFS SER TR X International Mutual Fund — Int/Div — Exempt

Mutual Series Fund Inc. Mutual Fund — Int/Div — Exempt

Nuveen INVT FDS Minn Mutual Fund — Int/Div — Exempt

Oakmark Global Select Mutual Fund — Int/Div — Exempt

Pioneer Multi Asset Mutual Fund — None — Exempt

Principal FDS Mutual Fund — Int/Div — Exempt

TCW FDS Mutual Fund — Int/Div — Exempt

Templeton Emerging Markets Mutual Fund — Int/Div — Exempt

Templeton Global Bond Market Fund — Int/Div — Exempt

Thornburg INVT TR Mutual Fund — Int/Div — Exempt

Vanguard Index Mutual Fund — Int/Div — Exempt

Wells Fargo Absolute Return Mutual Fund — None — Exempt

Member, Board of Directors, Minnesota Continuing Legal Education

Vice-President and President, Board of Directors, Emma Norton Services

Assistant Chief Intellectual Property Counsel, 3M Innovative Properties Company

Agreement — 2014 — IM Company Pension Plan - former employer, no control other than to specify when pension payments will start: intend to recuse from all 3M matters before Court

Agreement — 2014 — IM Company variable compensation component of silary - will receive & pro-rated payment in February 2015 based on company's performance during 2014

Income — compensation for services rendered as in-house attomey (applies to all IM items)

Income — 2013 — IM Innovative Properties Company - salary and long term incentive compensation — $556,527.00

Income — 2004 — IM Innovative Properties Company (through June 22, 2014) - salary and long term incentive compensation — $347 814.22

Income — 2013 — New Harbinger Publishing Company - book royalties — $2,552.00

Income — 2014 — New Harbinger Publishing Company - book royalties — $952.12

In Section I, line 4, the Kristin Metz Supplemental Needs trust is minimally funded (approx. $400 in an account at US Bank) until my death, at which time the

portion of my assets designated for her will flow into the trust.

Tn Section VII, line 4, the value depicted for the 3M Company Restricted Stock Units (unvested) is based on the market price of the stock at the time the report was

created. Any vested RSUs are distributed to the individual stock account, which is reported in line 3.

In section VIL, line 5, the value of the 3M qualified pension plan is an estimate. It is a defined benefit plan and 1 do not have access to information about the

present value of that income stream, nor to information about “income” generated by that plan, as | have not yet begun taking the pension and its balue to me will

depend on when I start taking it and how long I live,

In section VII, line 6. the nonqualified portion of the 3M pension plan was paid to me after the reporting date, so will be reported as income on my next report. As

noted above, | do not have access to information about "income" generated by that plan prior to the payout of the lump sum to me.

In section VII, line 7, the VIP Excess account does not generate interest or dividends - all gains are reflected in the increase in the value of the account.

In Section VII, various lines, where Column B(2) showns "None" for income, it is because the asset was purchased shortly before the end of the reporting period

und no income had yet been realized.

Tn Section VII, line 20, the CollegeBound fund is a 529 plan that does not report dividends or interest, All gains are reflected in the increase in the value of the

account.

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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Hildy Bowbeer | Frix