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Judicial Watch • Robert G James Financial Disclosure Report for 2005

Robert G James Financial Disclosure Report for 2005

Robert G James Financial Disclosure Report for 2005

Page 1: Robert G James Financial Disclosure Report for 2005

Category:Financial Disclosure

Number of Pages:20

Date Created:December 5, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Robert G James, parish, Company, Louisiana, Property, State, James, robert, Estate, 2005, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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Government Act 1978
Rev. 112006 
FOR CALENDAR YEAR 2005 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) James, Robert Court Organization U.S. District Court, Louisiana Date Report 07/1512006 Title (Article IIIjudges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge -Active  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual Final Reporting Period 01/01/2005 12/31/2005  
Sb.  Amended Report Chambers Office Address U.S. Courthouse 201 Jackson Street, Suite 201 Monroe, 71201 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) NONE (No reportable positions.) 
Partner James Real Estate 
Partner Judd Company 
Member James Minerals, LLC 
II. AGREEMENTS. (Reporting individual only; see pp. 1416 instructions.) NONE (No reportable agreements.)   r-w..,, t'.::. r:'.i  11   ..r:;_ ..... :z:::, C') ..."., ""t::  
PARTIES AND TERMS  Louisiana State Employees Retirement System 

III. NON INVESTMENT COME. (Reporting individual and spouse; see pp. 17-24 instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 
2005 
2005 

Louisiana State Employees Retirement System 29687.00 2005 James Minerals, LLC (partnership income) 1675.00 Spouse's Non-Investment Income  Ifyou were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 2005  Lincoln Parish District Attorney  
2.2005  State Louisiana  
3.2005  James Real Estate (partnership income) 2005  James Minerals, LLC (partnership income) 
JV. REIMBURSEMENTS --transportation, lodging,food, enterlainment. (Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 NONE (No reportable reimbursements.) 
Name Person Reporting 
Date Report 
James, Robert 
07/15/2006 JFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
[Kl NONE (No reportable gifts.) 

VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) 
[Kl NONE (No reportable liabilities.) 

DESCRIPTION 

VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. See pp. 34.57 filing instructions) NONE (No reportable income, assets, transactions.) Income Gain Codes:  A=$1,000or less =$1.001  $2,500  .C=$2.501  $5,000 D=S5,00J -$15,000 =$15,001  $50,000  
(See Columns and D4J =$50,001  $100.000 =S!00,001-SI,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Va1ueCodes =$15,000 orless =$15,001  $50,000 =$50,001-$100,000 =$100,001  $250,000  
(See Columns and 03) =$250,001  $500,000  os500,001. s1,ooo,ooo =St,000,001  $5,000,000 =$5,000,001 $25,000,000 Value Method Codes =$25,000,001  $50,000,000 =Cost (Real Estate Only) =Mo"' than $50,000,000  T=Cnsh Market  
(See Column C2)  Q=Appraisal =Other =Assessment  
U=BookValue =Estimated  

VII. INVESTMENTS and TRUSTS income, value, transactions !includes those the spouse and dependent children. see pp. 34-s1 filing instructions> NONE (No reportable income, assets, transactions.) ,000 less =$1,001-$2,500 c=$2,501 -$5,000 (See Columns and D4) F=$50,001  $100,000 =$100,001-SI.000,000 =$1,000,001  $5,000.000 =More than $5,000,000 
Value Codes =$15,000 Jess K=$15,001  $50,000 L=$50.001 -$100,000 =$100,001 -$250,000 (Sec Columns nnd D3) N=$250,001 -$500,000 =$500,001  $1,000,000 =$1,000,001  $5,000,000 P2=$5,000.001 -$25,000,000 =$25.000.001 -$50,000.000 P4=More than $50,000,000 
Value Method Codes =Cost (Real Estate Only) =Cash Market 

Q=Appraisnl S=Assessment U=Book Value W=Estimated (See Column C2) V=Other 

VII. INVESTMENTS and TRUSTS --income, value, transactions (includes those the spouse and dependent children. See pp. 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS income, value, transactions !includes those the spouse and dependent children. see PP 34-s7 filing instructions) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see pp. 34-s7 filing instructions> NONE (No reportable income, assets, transactions.) Income Gain Codes: =$1,000 less =$];OCH  $2.500 =$2.501-$5,000 =$5,001 $15.000 =$15.001 -$50,000  
(See CoJumns and D4)  F=S50,00l -$100,000 =$100,001-$1,000,000 =$1,000.001-$5,000.000 =More than $5,000.000 Value Codes =$15,000 Jess  K=$15.001 -$50,000  L=$50.00l -$100,000 =$100,001  $250.000  
(Se< Colwnns and D3J =$250,001 -$500,000  0=$500,001  $1,000,000 =$1.000,001  $5,000,000 =$5,000,001  $25.000,000 Value Method Codes =$25.000.001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Colurrm C2)  Q=Appraisal  V=Other :;:Assessment =Book Value  W=Estimated  

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReport.) Part VII, page line -This asset was formerly described "Undeveloped Property, Lincoln Parish, (1/6 int.) (Slaton)" additional 1/6 interest purchased from Entrada Company, LLC. Part VII, page line -This asset was formerly described "Timber Property #2, Bienville Parish, (1/6 int.) (Neal)" additional 1/6 interest purchased from Entrada Company, LLC. Part VII, page line -This asset was formerly described "Jackson Parish, property (1/6 int) (Steele/Sherrard)" additional 1/6 interest purchased from Entrada Company, LLC. Part VII, page line -This asset was formerly described "Jackson Parish, property (1/6 int) (Steele Hard 40)" additional 1/6 interest purchased from Entrada Company. LLC. Part VII, page line -This item now considered defined benefit plan and the income associated with included Part III. longer required reported Part VIL 

Name Person Reporting 
Date Report 
James, Robert 
07/15/2006 
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. 

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 POSITI (Reporting indi.vidual only; see pp. 9-13 instructions.) NONE (No reportable positions.) Partner  James Real Estate Partner  Judd Company Member  James Minerals, LLC 

TI. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) NONE (No reportable agreements.) Louisiana State Employees Retirement System 

III. NON-INVESTMENT INCOME. (ReportinginlivUJualandspouse;see pp.17-24ofinstructUms.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

(yours, not spouse's) 2005  James Real Estate (partnership income) 4665.00  
2.2005  Judd Company (partnership income)  $0.00  
3.2005  Louisiana State Employees Retirement System 2%87.00  
4.2005  James Minerals, LLC (partnership income) 1675.00 Spouse's Non-Investment Income you were married during any portion the reporting year, compkte this section.
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 
SOURCE AND TYPE 2005  Lincoln Parish District Attorney 2005  State Louisiana  
3.2005  James Real Estate (partnership income)  
4.2005  James Minerals, LLC (partnership income)  

IV. REIMBURSEMENTS -transportation,lodging,food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 	NONE (No reportable reimbursements.) SOURCE DESCRIPTION GIFTS, (lnchldes those spouse and dependent children. See pp. 18-31 instructions.) 
[KJ NONE (No reportable gifls.) 

VJ. LIABILITIES. (Includes those spouse and dependent children. See pp. 31-34 ofinstruclWns.) [K} NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

05/1112006
VII. INVESTMENT and income, value, transactions (includes those the spouse and dependent children. See pp. 34-57 jiling instructions) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income dming reporting period Gross value end reporting period Transactions during repqrting period  
(1)  (2)  (1)  (2)  (1) not exempt from disclosure  
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g. div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g. buy, sell, merger, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction) 
Timber Property, Vienna, (Woodvale) None 
Timber Property, Union Parish, La. 

None 
(cabin) 
50% interest Lake House, Farmerville, None La. (camp) 
James Real Estate Rent Royalty 
Judd Company(l7.10%) Royalty 
Louisiana State Employees Retirement None System 
American Century Gift Trust Mutual None sale 07/08 Fund Morgan Chase, Accounts Interest 

IO. Undeveloped Property, Lincoln Parish, None purchase 03/17 See note Part (1/3 int.) (Slaton) VIII 
11..cres, Bienville Parish, (113 int.) None (Weyerheauser) 
12. 
Timber Property #1, Bienville Parish, None (1/3 int.)(Smelly) 

13. 
Timber Property #2, Bienville Parish, None purchase 03117 See note Part (113 int.) (Neal) VIII 

Union Parish, (Middle None partial sale 10/25 State Louisiana 
Fork) 
15. 
Undeveloped property, Jackson Parish, None (1/3 int.) (farm) 

16. 
IRA#3 Dividend 

17. 
-Fidelity Investments-Four-In-One Index Income Gain Codes: =$1 ,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4)  F=$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -'$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001  $25,000,000 Value Method Codes =$25,000,001  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2)  Q=Appraisal  V=Other =Assessment  '"'-l-r.1  

05/11/2006
VII. INVESTMENTS and TRUSTS income, value, transacti.ons (inchules those the spouse and dependent children. See pp. 34-57 .filing instruclWns) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset exempt from prior disclosure Income dilling reporting period Gross value end reporting period Transactions during reporting period  
(I)  (2)  (I)  (2)  (1) not exempt from disclosure  
Amount Code (A-I-I)  Type (e.g. div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g. buy, sell, merger, redemption)  (2) Date Month-Day  (3) Value Code (J.P)  (4) Gain Code (A-1-I)  (5) Identity buyer/seller (if private transaction)  

18. 
Merrill Lynch -Brokerage Account 

19. 
-Automatic Data Proc Dividend 

20. 
-Home Depot inc Dividend sale 08/11 

21. 
-Pepsico Inc Dividend 

22. 
-Wal Mart Stores Inc Dividend sale 10/26 

23. 
-CMA Money Fund Interest 

24. 
-IMS Health Inc Dividend sale 08/05 

25. 
-Liz Claiborne Inc Dividend sale 11104 

26. 
-Berkshire Hathaway Club None partial sale 09/14 

27. 
-Conagra Foods Dividend sale 09107 

28. 
-Encana Corp Dividend partial sale 08/22 

29. 
-First Data Corp Dividend sale 01/21 

30. 
-Newmont Mining Corp Dividend partial sale 10/24 

31. 
-Northern Trust Corp Dividend sale 01/21 

32. 
-Paychex Inc. None sale 01/19 

33. 
-Pfizer Inc Del PV$0.05 Dividend purchase 01/10 

sale 10/26 Income Gain Codes: Al,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00 -$50,000 (See Cohmms and 04) F=$50,00I -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50,000 =$50,001  $100,000 =$100,001 -$250,000 (See Columns and 03) =$250,001 -$500,000 0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Cost (Real Estate Only) =Cash Market 
Q=Appraisal =Assessment 
(See Column C2) V=Other '-r.1 

VII. INVESTMENT and income, value, transactums (mclades those the spouse and dependent children. See pp. 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Gross value end 
Description Assets 
Income dilling 
Transactions during reporting period 
reporting period 
{including trust assets) 
reporting period 
(1) 
Place "(X)" after each asset 
(1) Amount not exemp from disclosure 
Type (e.g. 
Value 
Value 
Type (e.g. 
(4)(2) (5) 
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  Date  Value  Gain  Identity  
(A-1-l) int.)  (J-P)  Code  merger,  Month- Code  Code  buyer/seller  
(Q-W)  redemption)  Day  (J-P)  (A-1-1)  (if private  
transaction)  

35. -Renal Care Group, Inc.  None  
36. -AFLAC Inc  Dividend  
37. -Anheusr Busch  None  sale  01110  
38. -Applebees  Dividend  sale  09106  
39. -Biogen  None  sale  01/19  
40. -Biomet Inc  Dividend  
41. -Chicago Mercantile Exch  None  partial sale  01/12  
42.  sale  01/21  
43. -Gent Dynamics Corp  Dividend  sale  01/21  
44. -Eaton Vance Corp NVT  Dividend  sale  05/19  
45. -First American Corp  Dividend  sale  08/22  
46. Shares RUS MDCP VAL  Dividend  
47. -United Parcel Svc  Dividend  
48. -Iberiabank Corp (x)  None  sale  06/17  
49. -BCE Inc  Dividend  purchase  01126  
50. Shares MSC! Japan Index  Dividend  purchase  10/26  
51. Fidelity Investments -Brokerage  
Account ome Gain Codes: =$1,000 less ,001 -$2,500 =$2,501 -$5,000  0=$5,001 -$15,000 =$15,001 -$50,000  
(See Column and D4)  F=$50,00I-$100,000  0=$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 orless =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000  0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2)  Q=Appraisal  V=Other =Assessmen ,.,,, ,,_,__  

05/11/2006
VII. INVESTMENTS and STS income, vdue, transacti.ons (includes those the spouse and depentknt children. See pp. 34-57 filing instructWns) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period including trust assets)  reporting period  reporting period  

(1) 
(1) 
(2) 
(I) 
Place "(X)" after each asset exempt from prior disclosure 
52. 
-Cash Account 

53. 
-Berkshire Hathaway 

54. 
-Japan Fund Class 

55. 
-Home Depot Inc 

Value
Amollllt 
Value
Type (e.g. 
Type (e.g. 
div., rent, 
Code 
Code 
Method 
buy, sell, int.) 
Code 
merger,
(J-P)
(A-H) 
redemption)
(Q-W) Interest 
None 
None 
lfnot exempt from disclosure  
(2)  (3)  (4)  (5)  
Date  Value  Gain  Identity  
Month- Code  Code  buyer/seller  
Day  (J-P)  (A-H)  (if private  
transaction) Dividend sale 08/12 
56. 
-State Street Corp Dividend sale 05102 

57. 
-Equitable Res Inc Dividend 

58. 
-Dentsply Intl Inc Dividend 

59. 
-TR Russell 2000 value index Dividend partial sale 02/28 

60. 
sale 05123 
61. 
-Biogen IDEC None sale 01/21 

62. 
-Fidelity Natl Finl Dividend sale 05126 

63. 
-Devon Energy Dividend partial sale 08/22 

64. 
-Fidelity Select Natural Gas None sale 01/10 

65. 
-Vanguard Energy Dividend partial sale 08122 
66. 
-Rydex URSA Dividend purchase 11/07 

67. Rowe Price New Asia Dividend purchase 03/01 

68. 
Community Trust Bank, Accounts Interest Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 $5,00 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000  0=$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 z$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 z$500,001 -$1 ,000,000 z$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2)  Q=Appraisal  VzOther =Assessment  

vn. INVESTMENTS and TRUSTS -income, value, transacti.ons (includes those the spouse and dependent children. See pp. 34-57 offiling instnu:iUms) NONE (No reportable income, assets, transactions.) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 0=$5,001 -$15,000 =$15,001 -$50,000 (See Columns and 04) F=$50,00l -$100,000 4100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less 415,001 -$50,000 L=$50,001 -$100,000 M=$100,00l -$250,000 (See Columns and 03) =$250,001 -$500,000 0=$500,001 $1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 P4=More than $50,000,000 Q=Appraisal =Assessment Value Me1hod Codes =Cost (Real Estate Only) =Cash Market 
(See Column C2) Vo-Other __1_ 1r.1 ........ ... .... 

James, Robert 0511112006 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (bulicate partofReport.) Part VII, page line -This asset was formerly described "Undeveloped Property, Lincoln Parish, (116 int.) (Slaton)" additional 116 interest purchased from Entrada Company, LLC. Part VII, page line -This asset was formerly described "Timber Property #2, Bienville Parish, 116 int.) (Neal)" additional 116 interest purchased from Entrada Company, LLC. Part VII, page line -This asset was formerly described "Jackson Parish, property 116 int) (Steele/Sherrard)" additional 1/6 interest purchased from Entrada Company, LLC. Part VII, page line -This asset was formerly described "Jackson Parish, property (116 int) (Steele Hard 40)" additional 1/6 interest purchased from Entrada Company. LLC. 

05/11/2006
IX. CERTIFICATION. certifY that all infonnation given above (including infonnation pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any infonnation 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. 
s;gnoture 
MAY SUBJECT CIVIL 

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