Shon Kaelberer Hastings
2016Annual
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
- Montana Bar Association
- Microsoft - salary, bonuses and awards
As filed
US Bank Cash Account — Interest
Wells Fargo Cash Accounts — Interest
Gate City Cash Account - opened 8/15/14 Added pm 5/6/15 — Interest
AIM Constellation Fund (A) — Int/Div — Redeemed
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 ST Bond Index Sig — Int/Div
Microsoft 401k - Vanguard Russel 1000 Growth Index Trust — Int/Div
Microsoft 401k - Vanguard Russel 1000 Value Index Trust — Int/Div
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
Gate City Cash Account — Interest — Open
Gate City Money Market Account — Interest — Open
Reimbursement — Montana Bar Association — August 18-19, 2017 — Billings, Montana — Speaker — Airfare, hotel, meal, free admission to bankruptcy seminar
Spouse's income — 2016 — Microsoft - salary, bonuses and awards
| am amending my report to add two accounts my family or | opened at Gate City Bank in 2016. 1 forgot to include these accounts on my mitial report.
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