Becky R. Thorson
2017Annual
Ask Donna
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.