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Judicial Watch • Michael R Barrett Financial Disclosure Report for 2007

Michael R Barrett Financial Disclosure Report for 2007

Michael R Barrett Financial Disclosure Report for 2007

Page 1: Michael R Barrett Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:15

Date Created:November 20, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Michael R Barrett, barrett, purchased, michael, American, 2007, EPA, transactions, TRUSTS, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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July 30, 2008 ,,__,C::"  
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Re: Michael Barrett, Calendar Year 2007 Filing 
Dear Judge Smith: writing response your correspondence dated July 2008 regarding financial submission. your letter outlines several areas inquiry, offer the following information. 
MICHAEL BARRETT IRA ACCOUNT 
These purchases were handled portfolio manager U.S. Bank and neglected list "Buy" Column D-1. 
PART VII, Page 
Line 	American Century Sm. Cap Mutual Fund -Purchased from the Barrett Weber (my former firm) rollover 5/8/07. Its Value Code 
Line3 	American Century Equity Income -Purchased from the Barrett Weber rollover 5/8/07 -Value Code 

July 30, 2008 Page2 
Line  Laudus Rosen International Marketrnasters -Purchased from cash reserves  
held the account 1/31/07 -Value Code  
Line Rowe Price Equity Mutual Fund -Purchased from  the Barrett Weber  
rollover 6/28/07 -Value Code  

MICHAEL BARRETT FOUNDATION 
Line 	Barrett Foundation -this was inadvertently listed because its cash value only $499.00. The stock holding for the Foundation listed Page Section 
TRUST UNDER AGREEMENT, 

MICHAEL BARRETT, TRUSTEE 
The following transactions are -Custodial Trust Account and "Buys" and "Sells" were made by-and his portfolio manager U.S. Bank. 
"BUYS"  
Line  First American Total Return Bond Fund was purchased 8/6/07 -Value Code  

Line American International Growth was purchased 3/5/07 -Value Code Page Line Boeing Co. -inadvertently omitted when listing all stocks held the trust 2007 report. Value Code Line Cintas Corp. -was listed 5/8/2007 Report Part VII, Page Line 
Value CodeJ Line Cisco Systems -purchased 4/10/07 Value Code Line DuPont Nemours -purchased 4/10/07 Value Code Line Intel Corp -purchased 5/8/07 Value Code 

July 2008 Page3 Line Line 
Line 
Procter Gamble -inadvertently omitted when listing all stocks held the trust 2007 Report -purchased 11/15/06 -Value Code 
Texas Instrument-purchased 8/6/07 Value Code 
Three Co. -purchased 3/5/07 Value Code 
American Monel-purchased 4/10/07 Value Code 
American Century Small Cap -purchased 4/11/07 Value Code 
Ipath Dow Jones AIG -purchased 8/6/07 Value Code 
The following items -Custodial Trust Account were sold him 
and his portfolio manager purchase the above listed "Buys" within his account. 
"SELLS"  
Line  First American Large Cap Value -Sold 8/6/2007 -Value Code  
Line  Merrill Lynch Fund Group -Merrill Lynch Fund Group changed its name  
Blackrock Fundamental Growth Fund. listed Page Line the 2008 Report.  
Fourth Entry  First American Inflation Mutual Fund  Actually sold l2/29/06 Value  
Code  
Ninth Entry  Convergys Corp. -This was sold 612012006 and 8/25/2006, respectively,  
with Value Code  

July 30, 2008 Page 

Thirteenth Entry was totally sold and there was listing the current report. This was reported the 5/8/2007 Financial Disclosure. They sold part June and the balance August, 2006.  
Fourteenth  Home Federal Loan Bank -Bond Full Call 2/28/2007 (Sale) -Value Code  

Seventeenth First Data Corp. -Sold 912412007 -Value Code
PART VII, Page 
Line Should have been "P-1". This was just error the Value Codes only. 
MICHAEL BARRETT AGENCY ACCOUNT 
PART VII, Page 
Line American Century New Opportunity-Sold 1/18/2007 Value Code
Line Rowe Price Med Cap Value -Sold 1/17/2007 Value Code hope this information helpful you and please contact there anything further you need. more than happy provide Amended Financial Disclosure you need it. 
Sincerely, 

Michael Barrett, 
United States District Judge 

MRB/ cmd Ends: POSIT! NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) Trustee 
Partner Old Walnut Company 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 
o};:
"TJr-)> 2005 OPERS Retirement Fund with Former Employer. control 

Date Rep