Becky R. Thorson

2016Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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