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Judicial Watch • Joe L Heaton Financial Disclosure Report for 2003

Joe L Heaton Financial Disclosure Report for 2003

Joe L Heaton Financial Disclosure Report for 2003

Page 1: Joe L Heaton Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:8

Date Created:February 2, 2005

Date Uploaded to the Library:November 13, 2013

Tags:Heaton, Joe L Heaton, barney, Oklahoma, smith, 2003, dividend, Financial Disclosure, ICE, CIA, financial, income, Judge


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Q.0-10 Go.erome1Bt ActofJ978 1/2004 
Calendar Year 2003 U.S.C. ,app..  101-111) Person porting (Last name, Fin;t name. Middle initial) Court Organizatioru Date Report

Heaton, Joe 	Western District Oklahoma 
4/25/2004 	Title (Art1ielc Ill Judges indicate :ctivc: orsi:nior status; RcportTypc (check appropriate type) Reporting Period 
magistrate 1dges indicate full-or part-time) 

Nomination, Date 	111/2003 
U.S. District Judge. Active 
-
Initial Annual = Flnal 
12/3Ii2003 	Chambers Office Address the basis the infonnation contained this Report and any 
modifications pertaining thereto. is, opinion, compliance:: 

United States Courthouse 
with applicable laws ant regulations. 
200N.W.4th Street, Room 3108 

Reviewing Officer 	Date

Oklahoma1 !}'.Oklahoma 73102 .,. .:  
IMPl:>RT ANT NOTES: The: instructions accom]llllying this form must followed. Complete all parts, checking the NOJIE box for each part where you have reportablle information. Sign last page. 
... 
"'. '  
,'.:.,'-' POSITIONS. (Reponing individual only;sec pp. 9-13 oftiling instructions) =::i NONE  (No reportable positions.) 
POSITION: 

Custodian 	Custodial Accounts and 
(Rc:porti1ng individual only; see pp. 14-16 filing instructions} 

II. R.EEMENTS. 
::J NONE -rman,  Rent  
14.  West Rentals, gen. part., Norman, office Oat  Rent  
building  
15.  Nonnan Builders Supply conmcm stock  None  
16.  Nonn: Construction Paving canmon stock  None  
17.  DDB: mited Partnership, !ltd. part lruterest  Rent   
18.  Growlh Fund America  Dividend IncmneJGain Cod.e;  =SJ ,000 less ,O1-$2,500 S2.501-SS,000 $5.001-$15.000 SJ..OOl-S50,000  
(See Culumns and 04) $50,00l-$100,000 SlOO,OOl-Sl.000,000 s1.ooo.001-ss.tJOO,ooo =More than $5.uOO.OOli  
Value Codes:  -SJ, ,OOIJ less  =SI 5.llO $50,000 S50,00J-$JOOJIOO  -SJ!l!IJlOl-$250,00()  
(See Columns and 03) S250,000-$500,000 $500,00 l-S .000.000 Si,00fl,00l-S5.000,0l'>O ss.oor1.001-S5J100.ooo  
p:,   S25.000.00J-S50,000,000   SMore than S50.000.0()(]  
Value Mthod Cc>d" Apprai!oal  =Cost (Real estate Oniy)  -Asses'1mnt  -Cash/Market  
fSee ohnnr1 C21 Boo'k 1'aluc  =Other E.1Jma1 ---- ---------

Date
Name Person Reporting of3 
Heaton, Joe 

-income, alue, transcations (indudes those the spouse and dependent chidren. See pp. 34-:5i filing instruction;.) 
VII. INVESTMENTS and TRUSTS 
---B. 

Income during Gross alue end Transactions during reporting perial Description Assets reporting peiiod reponing p..."l"iod 
(imuding trusl assets) Value 
Gain ldentity 

(I) (2) (l) (2) (1) Piacc "(X)" after each aS$Ct exempt Value Value Type (e.g. Date:
Amount Type (C.IJ..
fro1n prior disclosure 
Method buy, sell, Month
Code2
Code div. rent. Code2 Code buyer/seller 

19. 
20. 

21. 

22. 

23. 

24. 

25. 

26. 

27. 
-Invest rnent Company Am:rica 

(A-H)  int.)  (1-P)  
Equitabile oflowa Whole Lifel111SUrance  Dividend  
lndividu1al Retirement Trust  Dividend  
-Amca11> Fund  
-Investment Company Ame1rica  
-Smith Barney money funds  
-Gro Fund America ... 
lndividu:al Retirement Trust#2  Dividend  
-Am CllJ Fund  

28. -Smith IBarney money funds 
29. -Gro1 Fund America 
30. 
CustodialAccount#l 

31. 
"Smith Barney money funds 

32. 
-Bankof Oklahoma savings acc:ount
Code3 (Q-W)  merger, redemPtion)  Day  (J-P).  l-1  (ifjiivate transaction)  Bought addit  11120  ._J.,
Bought 11120 addit
Closed 

-Smith Barney Large Cap Value fund  partial sale 919 
-Gro Fund America 
--323 Eru:t Mosier LP, ltd. part. interest 

36. -Masteq:1iece Properties LP, ltd pllrt. interest  lucomelGain Code Sl,000 less 1,001-$2,500 $2,501-$5.000  =$5.001-$15.000  =SJ 5,00 l-$50,000  
(See Columns and 04) 550,001-$ wo.ooo $100,001-S 1.000,000 SL000,001-$5,000,000 More than ,000,000  
Value Co