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Judicial Watch • Rhesa H Barksdale Financial Disclosure Report for 2007

Rhesa H Barksdale Financial Disclosure Report for 2007

Rhesa H Barksdale Financial Disclosure Report for 2007

Page 1: Rhesa H Barksdale Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:10

Date Created:November 17, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Rhesa, Barksdale, Rhesa H Barksdale, 2007, INVESTMENTS, transactions, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 U.S.C. app. IOI-I Person Reporting (last name, first, middle initial) Barksdale, Rhesa ,;_Title (Article 1lI judges indicate active senior status; magistrate judges indicate full-or part-time) Circuit Judge (Active) Court Organization U.S. Ct. Apps, 5th Circuit Sa. Report Type (check appropriate type) Nomination. Date Initial Annual Final Date Report 05/08/2008 Reporting Period 0110112007 12/31/2007  
Sb. Amended Report Chambers Office Address 245 Capitol Street Room 200 Jackson, 39201 the basis the Information contained.in this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking fhe NONE box for each part where you have reportable information. Sign last page. POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) 
[Z]  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY 1--;1

[Z] NONE (No reportable agreements.) 

PARTIES AND TERMS 

Date Report 
Barksdale, Rhesa 
05/08/2008 
HJ. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income [ZJ NONE (No reportable non-investment income.)  
SOURCE AND TYPE  INCOME (yours, not spouse's) Spouse's Non-Investment Income I/you were married during any portion tlte reporting year, complete this section.
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 2007 The Everyday Gourmet, Inc. -part times sales 

IV. REIMBURSEMENTS transportation, lodging, food, entertainmenL
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) JFTS. (Includes those spouse and dependent children; see pp. 18-3 filing instructions.) 
l2J 	NONE (No reportable gifts.) SOURCE 

VALUE 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
Credit Card 
Citi Credit Card 

Date Report 
Name Person Reporting 
Barksdale, Rhesa 
0510812008 

VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing ins1rucuons.J NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during 
Gross value end 
Transactions during reporting period 
(including trust assets) 
reporting period 
reporting period 
(l) (2) (2) (3) 
Value
Value 
Gain
Piace "(X)" after each asset Amount 
Type (e.g., 
Date 
Value
Type (e.g.. 
Identity 
Code 
Method
exernpt from prior disclosure 
div., rent, 
Code 
buy, sell, 
Month-
Code 
Code 
buyer/seller 
(A-H) 
redemption)
Code int.) 
(J-P) 
Day (A-H) (if private 
transaction)
(Q-W) Income Gain Codes: 1,000 less =St ,00 -$2,500 =$2,501. $5,000 =$5,001  S15,000 15,00 $50,000  
{See Columns and D4) =$50,001. SI00,000 =SI 00,00 1,000,000  Ill =Sl,000,001 -S5,000,000  112 =More than $5,000,000 Value Codes 15,000 less 15,001  $50,000 =S50,00  00,000 =$100,001  $250,000  
{See Columns and D3) =$250,00  $500,000 =$500,00  1,000,000  ,Pl l,000,001  S5,000,000 =$5, 000,001  $25,000,000 =S25,1)()(),00  $50,000,000 =More than $50,000,000 Value MethOO Codes =Appraisal :Cost {Real Estate Only) "'Assessment =Ca.sh Market  
{See Column C2) ::Book Value =Other =Estimated  

Name Person Reporting 
Date Report 
Barksdale, Rhesa 
05/08/2008
VII. INVESTMENTS and TRUSTS 	income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instrnctions.; NONE (No reportable income, assets, transactions.)	--. -------
Gross value end Transactions during reporting period Description Assets Income during 
reporting period 
(including trust assets) reporting period 
(2) (3)
(2) (I) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  
exempt from prior disclosure  Code  div., rent,  Code  
(A-H) int.)  (J-P)

 
Date -Value 
Gain Identity 
Value Type (e.g., 
Month 
Code buyer/seller
buy, sell, 
Code
Method 
Day
Code 
redemption) 
(A-H) (if private 
(J-P) 
18. 

19. 

20. 	Amer. Fds Inc. Fund America 
22. 

23. 

24. 

25. 

26. IRA: Amer. Fds Growth Fund Amer. Mut. Fd. 
27. 

28. 

29. 

30. 

31. 

32. 

transaction)
(Q-W) Dividend Dividend 
-IRA: Time Warner, Inc. Cmn Stk. Dividend 
-------------- hlCome Gain Codes: =Sl,000 less =SI ,001 -S2,500 =S2,50 -$5,000 =S5,00I 15,000 =SI 5,001 -S50.000 
(See Columru and D4) =$50,00 -SI 00,000 =SI00,001 -Sl,000,000 =Sl,000,001 -S5,000,000 112 =More than $5,000,000 
Value Codes =SI j,000 less =Sl5,00I -$50,000 =$50,00 -SI 00,000 =SI 00,00 -S250,000 

(See Columru 	and 03) =$250,001 $500,000 =S500,00 -SI ,000,000 =Sl,000,001  $5,000,000 =S5,000,00I -S25,000,000 25,000,00 -S50,000,000 =Mor< than $50,000,000 	
Value Method Code ""'Appraisal .C03! (Real Estate Only) ""Assessment =Cash Market (See Column C2) =Book Value V-Dther =Estimated 
Date Report 
Barksdale, Rhesa 
05/08/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing i11Structions.J NONE (No reportable income, assets, transactions.) Income Gain COO cs: $1,0-00 less B=Sl,O-Ol -S2,500 S2,501  S5,00-0 =$5,0-01 S15,00-0 =SI 5,0-01 -S50,0-00

(See Columns and D4) $50,00 -SI 00,0-00 =SI 00,0-0 1,00-0,0-00 =Sl,000,001  S5,0-00,0-00 =More than S5,00-0,0-00 Value Codes 15,0-00 less =Sl5,00I -S50,000 =$50,00 0-0,00-0 =SI 0-0,0-0  S250,0-00 
 
(See Columns and DJ) =S250,0-01  S5oo.ooo =S500,0-0 1,00-0,0-00 Sl,00-0,0-01  $5,0-00,00-0 =$5,0-00,00 -S25.0-00,00-0
 =S25,0-00,0-0 -S50,00-0,00-0 More than S50,00-0,0-00 Value Ml:thod Codes ""'Appraisal (See Column C2) ""'Book Value 

Date Report 
Barksdale, Rhesa 
05/08/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
----------- 
Description Assets 
(including trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure Income during reporting period (I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) Gross value end reporting period (I) Value Code (J-P) (2) Value Method Code (Q-W)  (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) (4) Date Value Gain Month-Code Code Day (J-P) (AH) (5) Identity buyer/seller (if private transaction) Income Gain Codes: 1,000 less =Sl ,001. $2,500 C=$2,501 $5,000 =$5,001 -$15,000 15,00 S50.000
 	
(Sec Columns and D4) 50,001 -SI00,000 =$100,001  $!,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes 15,000 less K=$15,00! -S50,000 =$50,00  00,000 =$100,001 -S250,000 
(See Columns and 03) =S250,00I  S500,000 =$500,00 $1,000,000 =$1,000,001  $5,000,000 =$5,000,001 -$25.000,000 
 =S25,000,00I S50,000,000 =More than S50,000,000 
 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (See Column C2) =Book Value =Other =Estimated 

Date Report 
05/08/2008
Barksdale, Rhesa 
VII. INVESTMENTS and TRUSTS -income, varue, transactions (Includes .those spouse and dependent children: see pp. 14-60 filing instructions.)  NONE (No reportable income, assets, transactions.)  
----  --- --------D.  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  period  reporting period  

(I) (I) (2) (2) 
(4)
(3) 
Amount Code Iplace "(X)11 after each asset 
exempt from prior disclosure (A-H) 
Type (e.g., div., rent, int.) 
Vatue 
Code 

(J-P) 
Value 
Method 
Code 

(Q-W) 
Type (e.g., buy, sell, redemption) 
Date 
Month
Day 

Value Code (J-P) Gain Code (A-H) 
Identity buyer/seller (if private 
transaction) 
69. UBS Global Allocation Fd. Dividend 
70. RHB IRA: UBS Global Allocation Dividend 
71. RHB IRA: AIM Capital Dv. Fd. Dividend 
72. RHB IRA: AIM Basic Value Dividend 
73. RHB IRA: AIM Capital Dv. Fd. 
10/03 Dividend 
Buy 
74. AIM Trimrk Endvr 
Buy 
02/06 Dividend 
75. 
12/31
Sell 
76. DWS RREEF Est Inc 
02106 
Buy Dividend 
77. AIM Small Cap Eqty 
02106 Dividend 
Buy Income Gain Codes: =Sl,000 less =Sl,0-01 -S2,500 =$2,50 -$5,000 =$5,00 15,000 =SI 5,001 -S50,000 (Sec Columns and 04) =$50,001 -SI00,000 =SI00,001 -SI ,000,000 1,000,00 -$5,000,000 =More than $5,000,000 
Value Codes 15,000 less 15,0-0 -$50,000 =$50,001 -$100,000 =SI0-0,0-01 -$250,000 

(See Columns and DJ) =$250,0-0 -S500,000 =$500,00 1,000,000 =$1 ,000,0-01 -$5,000,000 =$5,000,00 -$25,000,000 =S25,000,001 -S50,000,000 =More than $50,000,000 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Marl:et (See Column C2) >=Book Value "'1hcr ""Estimated 

Date Report 
05/08/2008
Barksdale, Rhesa 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate part Report.) 
Continuation Section VII: 

Line Pecan Lane Apartments, Ltd. -Inverness, Mississippi; 1984; $13,980 "RHB IRA" -Rhesa Barksdale IRA with UBS Financial Services; Jackson, Mississippi "-IRA" -IRA with UBS Financial Services; Jackson, Mississippi Line 38: UBS "investment" account erroneously listed previously "resource management" account; same function and type assets Line 49: Because, reported for 2006, investment shown that line had value end 2006, line for this rep01t would blank, but needed extra line for two acquisitions for Capital Development Fund Class "A"; therefore, moved information from line report for 2006 line for this report. 

Date Report 
Barksdale, Rhesa 
0510812008 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544