Becky R. Thorson
2016Annual
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Pull out the substance of this filing.
What was filed
22
investments
3
positions
0
gifts
1
agreements
0
debts
4
reimbursements
0
income
1
spouse income
Named parties
- 500 Stock Index Fund
- Stock Fund
- Stock
- Stock Index Fund
- Federal Bar Association, Mmnesota Chapter
- Mitchell Hamline School of Law
- Infinity Project
- Circunt Judicial Conference
- Administrative Meeting
- Entity, US Patent & Trademark Office
- Government Entity, US Patent & Trademark Office
- salary
As filed
Wells Fargo Bank, ppm common — Int/Div
Wells Fargo Bank, pm common — Int/Div
Wells Fargo Bank, Accounts — Interest
National Financial Services LLC, mmm (Fidelity) — Int/Div
National Financial Services LLC, mmm Option Plan (Fidelity) — Distribution — Sold (part)
National Financial Services LLC pm Option Plan (Fidelity) — Distribution — Sold (part)
Option Plan National Financial Services LLC, mmm (Fidelity) — Int/Div
National Financial Services LLC, gm (Fidelity) — None
US Bank. Accounts — Interest
Robins Kaplan LLP Supplemental Retirement Plan Cash Surrender Value — Int/Div
y H 11. pm Retirement Account: (H1) (H)
State Street S&P 500 Index Fund: S&P Index — Int/Div — Sold — 500 Stock Index Fund
State Street S&P 500 Index Fund: S&P Index — Int/Div — Buy (add'l) — 500 Stock Index Fund
State Street S&P S00 Index Fund: S&P Index — Buy (add'l) — 500 Stock Index Fund
State Street S&P 500 Index Fund: S&P Index — Int/Div — Buy (add'l) — 500 Stock Index Fund
State Street Russell Large Cap Growth Index Fund: Large Cap Growth — None — Sold (part) — Stock Fund
State Street Russell Large Cap Growth Index Fund: Large Cap Growth — None — Sold (part) — Stock Fund
State Street Russell Large Cap Growth Index Fund: Large Cap Growth — Int/Div — Sold — Stock Fund
Harbor International Fund: International Large Cap Growth — Int/Div — Sold — Stock
State Street Russell Large Cap Value Index Fund: Large Cap Value — Int/Div — Buy — Stock
pm Stock Fund — Int/Div
mm LifePath Retirement — Int/Div — Buy — Stock Index Fund
Director, Federal Bar Association, Mmnesota Chapter
Board of Trustees, Mitchell Hamline School of Law
Board of Directors, Infinity Project
Agreement — 2016 — Robins Kaplan, LLP Defined Benefit Plan, former law firm, no control
Reimbursement — Circunt Judicial Conference — 0502/16-0505//16 — Rogers, AK — Sth Circuit Judicial Conference — Transportation, meals, hotel
Reimbursement — Administrative Meeting — 05/11/16-05/13/16 — Brainerd, MN — In-Court Bench Meeting and Seminar — Transportation, meals, hotel
Reimbursement — Entity, US Patent & Trademark Office — be TR RETREAT a Ta — Judges
Reimbursement — Government Entity, US Patent & Trademark Office — Judges — Er pen Semicon bla Jf ie den Cub 1 Na wi
Spouse's income — 2016 — salary
Section VII: Becky Thorson's retirement holdings consist of the Robins Kaplan LLP Supplemental Retirement Plan and the Robins Kaplan LLP Defined Benefit
Pension Plan ( See Section 11). The Supplemental Plan as of December 31, 2016 is valued at $153,268, This plan was funded by Robins Kaplan LLP, The Becky
Thorson Supplemental Retirement Plan Trust ( a grantor trust) holds a Variable Universal Life Policy from the Minnesota Life Company. She has no control over
this trust. The Cash Surrender Value of the policy funds the Supplemental Retirement Plan.
Section VII: National Financial Services (Fidelity) holds the [0 Option Plan. Theses shares when excercised are reportable through W2 earings as Non-
Qualified Stock Options (NSO) earnings,
Section VII Line 21 [1 Stock Fund, This Stock Fund was line 30 of Section VII reported on 6/2/2015 listed as Exempt. It was not listed on the 12/31/2015
report, in error. As of 1/1/2016, the J Stock value was $119,333 as of 12/31/2016, its value was $141,244,
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.