Becky R. Thorson

2017Annual

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Pull out the substance of this filing.

What was filed

  • 19

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Stock
  • 500 Stock Index Fund
  • Stock Index Fund
  • iM
  • Cap Value
  • Federal Bar Association, Mmnesota Chapter
  • Mitchell Hamline School of Law
  • Infinity Project
  • Federal Judicial Center
  • IM Company, fixed benefits from IM VIP ESOP Dividends

As filed

Wells Fargo Bank, 3M Stock, common — Int/Div

Wells Fargo Bank, 3M Stock,common — Int/Div

Wells Fargo Bank, Accounts — Interest

National Financial Services LLC, 3M Stock (Fidelity) — Int/Div

National Financial Services LLC, 3M Stock (Fidelity) — Distribution — Sold (part) — Stock

National Financial Services LLC, 3M Stock (Fidelity) — Distribution — Sold (part) — Stock

National Financial Services LLC, 3M Stock (Fidelity) — istrnibution — Sold (part) — Stock

National Financial Services LLC, 3M Stock Option — Int/Div

National Financial Services LLC, 3M US GESPP (Fidelity) — Int/Div — Redeemed — Stock

National Financial Services LLC, 3M Restricted Stock Unit (Fidelity) — None — Redeemed — Stock

US Bank. Accounts — Interest

Robins Kaplan LLP Supplemental Retirement Plan Cash Surrender Value — Int/Div

IM VIP Retirement Account: (H1)(H)

State Street S&P 500 Index Fund: S&P Index — Int/Div — Sold — 500 Stock Index Fund

Harbor International Fund: International Large Cap Growth — Int/Div — Sold — Stock

IM Stock Fund — Int/Div

3M LifePath Retirement — Int/Div — Buy (add'l) — Stock Index Fund

State Street Russell Large Cap Value Index Fund: Large Cap Value — Int/Div — Sold — iM

3M LifePath Retirement — Int/Div — Buy (add'l) — Cap Value

Director, Federal Bar Association, Mmnesota Chapter

Board of Trustees, Mitchell Hamline School of Law

Board of Directors, Infinity Project

Agreement — 12:7 — Robins Kaplan, LLP Defined Benefit Plan, former law firm, no control

Reimbursement — Federal Judicial Center — 07/30 1708/0217 — Chicago, IL — Magistrate Judge Workshop — Transportation, meals, hotel

Spouse's income — 2017 — IM Company, fixed benefits from IM VIP ESOP Dividends

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, 2017 is valued at $163,458, 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 3M Stock Option Plan. Theses shares when excercised are reportable through W2 earings as Non-

Qualified Stock Options (NSO) earnings,

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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Becky R. Thorson | Frix