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Judicial Watch • Rosemary Barkett Financial Disclosure Report for 2005

Rosemary Barkett Financial Disclosure Report for 2005

Rosemary Barkett Financial Disclosure Report for 2005

Page 1: Rosemary Barkett Financial Disclosure Report for 2005

Category:Financial Disclosure

Number of Pages:6

Date Created:August 1, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Rosemary Barkett, rosemary, Columbia, airfare, Florida, meals, Retirement, university, 2005, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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AO-JO Government Act 1978, Rev. 112002 U.S.C. App., 101-111)
FOR CALENDAR YEAR 2005 Person Reporting (Last name, first, middle initial) Court Organization Date Report 
Barkett, Rosemary 	US. Gourt Appeals, Eleventh 
4120106 
C1rcmt 	Title (Article Ill judges indicate active senior status; ReportType (check appropriate type) Reporting Period magistrate judges indicate fall-or part-time) Nomination, Date 
1-01-05 12-31-05U.S. Circuit Judge -Active 
-Initial Annual -Final Chambers Office Address the basis the information contained this Report and any modifications pertainin thereto, is, opinion, 4th Street compliance with applicab laws and regulations. 
Suite 1223 Miami, Florida, 33132 
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.)  
POSITION  NAME  NONE  (No reportable positions.)  
Member, Board Trustees  Lawyers For Children, America }  
II.  AGREEMENTS. (Reporting individual only; see pp. 14-16 Instructions.)  ; -:-; cw   
DATE  PARTIES  AND  TERMS :;1,  
NONE  (No reportable agreements.)  ...  

State Florida, Div. Retirement; Sect. 40l(a), I.R.C. 9/1179 
Aetna Life Ins.; Deferred Comp., Sect. 457, I.R.C. 
10/1/82.  3/3/87  Nationwide Life Ins.; Deferred Comp., Sect. 457, I.R.C.  
III.  N0N-INVESTMENT COME. DATE  AND  and  see pp. 17-24 Instructions)  GROSS  INCOME 2005  NONE (No reportable non-investment income.) State Florida Retirement (Aetna Nationwide)  17, 675.00 
2005 State Florida Judicial Retirement 43,804.92  
July 2005  New York University-Teaching Appellate Judges Seminar  1,200.00  
Jan./Sept. 2005  Columbia University -Teaching (gross $30,000 less travel and lodging expenses $13,000)  17,000.00 
----- 
Name Person Reporting 
Barkett. Rosemary 
4120106 
IV.  REIMBURSEMENTS food, enterta nment.  
(Includes those spouse and dependent  See pp.  Instructions.)  
SOURCE  DESCRIPTION  
,11  NONE (No such reportable reimbursements.)  

American Bar Association  1/20-23/2005, Vail, -airfare, meals, lodging  Orange County Bar Association  1/26/05 Orlando, FL, airfare, cabs, meals  Columbia Univ. School Law  1/19 -4/21/05 -NY, NY, airfare, cabs, meals, lodging  Columbia University  4/12/05, NY, NY, airfare, cabs, meal  New York University  7/10-15/2005 -NY, NY, airfare, cabs, meals, lodging  American Constitution Society  7/29/05, Wash., DC, airfare, cabs, meals  Columbia Univ. School Law  917 -12/6/05, NY, NY, airfare, meals, cabs, lodging The American Society International Law 1114-5/2005, Wash., DC, airfare, cabs, meals, lodging GIFTS. (Includes those spouse and dependent children. See pp. 28-31 Instructions.) SOURCE DESCRIPTION NONE (No such reportable gifts.)  VALUE  
VJ.  LIABILITIES. (Includes those spouse and dependent children See pp. 32-33 Instructions.)  NONE  CREDITOR (No reportable liabilities.)  DESCRIPTION  VALUE  CODE*  Citicorp (purchase July 2002) Farm Credit, Homestead,  Real Estate Mortgage (Y, owner) Real Estate Mortgage (1/3 owner)  

*Value Codes:  J=$15 000 less 0=$560,001-$1,000,000  K=$15,001-$50,000 =$1,000,001-$5,000,000  L=$50,00l-$100,000  M=$100,001-$250,000 P2=$5,000,001-$25,000,000  N=$250,00J-$500,000  
P3=$25,000,00J-$50,000,000  P4=$50,000,00I more  

Name Person Reporting 	Date Report 
Barkett, Rosemary 	4120106 
VII. 	Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children. See pp. 34-57 Instructions.) 
Description Assets 
(including trust assets) Income Gross value during end Transactions during reporting period 
reporting IJeriod reporting period 
Place "./!"after each asset penoa period 
exempt prior disclosure. 

(2) (I) (2) (!) not exempt from di_sclosure 
Amt. Type Type (e.g., Value (e.g., 
div., 	buy, sell, Value Method Date: Value 
(4) (5)
Gam 
Code rent Code2 Code3 merger, Month-Code2 Cod Identity 
(A-H) int.) 
buyer/seller(J-P) (Q-W) redemption) Day (J-P) (A-H) (if private transaction) 
NONE (No reportable income, assets, Dividend Aetna Deferred Comp Plan (now ING Life) Travel. A(TAPA) was exch./St Paul Travelers Dividend 	Alliance Technology Mutual Fund None 	Travellers Group (now Citicorp-"C") Dividend Van Kaen American Capital Agressive Dividend
Growth AGAX) Smith Barney Retirement Dividend 	Sunrise Utilities None 

Coca Cola (KO) 	Dade Cnty GTD 	Legato Systems (LGTO) (exch. EMC) 
Loral Space Commun. (LOR) Dividend 
None 
None 
None Walt Disney (DIS) Dividend Applied Materials 	None Federal National Mortgage Association Dividend Lucent Technology 	None Van Kampen Capital Emerging (ACEGX) None MFS Emerging Growth Fund-Fund (MFEGX) None Altera 	None Amgen, Inc (Amgn) 	None Cisco 	None Intel Corporation Dividend Microsoft Corporation Dividend  Micron Technology  None  Travel. (TAPB) was exchanged for Paul Travelers  Dividend  Home Depot  Dividend Texas Instruments Dividend 
None 	EMC Corp. 
Hewlett Packard  Dividend  
Selectron  None  
JPMorgan Chase  Dividend North Trust (NTRS) Dividend 	Fld.Contra FCNTX 	Mfs. Research MFRBX Mfs Investors MIGBX Putnum Intl POVBX 	Putnum Eurp PEUBX  Dividend  Dividend  
None  Dividend  Dividend  

PIFIZER (PFE) exchange fr. Warner Dividend
Lambert Putnum Eurp POGBX (changed fr. 
None
POBGX) 
POEBX None MFS Strategic Growth (MSBGX) Dividend Dividend 
147 Dell 	None Corning Inc. (GLW) 	None 
MCDTA (spinofffr. EMC) 	None IBM Dividend Nokia Corp. (NOK) Dividend 
Firstcom Corp. (FCLX) (name changed 	None
ATTL) Qualcomm, Inc. (QCOM) Dividend VTFCX 	None 
PMC Sierra Inc. (PMCS) 	None 
None Re-Parcel 2-Key Largo, (1/4 ownership) 	None Re-Parcel 4-Homestead, (1/3 ownership) None 	Re-Parcel 5-Homestead, (1/2 ownership) None 	Re-(1/2 ownership) None 	Income/Gain Codes: A=$1,000 less B=$1,001-$2,500 C=$2,501-$5,000 D=$5,001-$15,000 E=$15,001-$50,000(See Col. Bl, D4) F=$50,001-$100,000 G=$100,001-$1,000,000 =$1,000,001-$5,000,000 H2=More than $5,000,000 Value Codes: J-$15,000 less K-$15,001-$50,000 L-$50,001-$100,000 M-$100,001-$250,000
(See Col. Cl, D3) N=$250,001-$500,000 0=$500,001-$1,000,000 =$1,000OOl-$5,000,000 P2=$5, 000, 001-$25, 000, 000 
P3=$25,000,001-$50,000,000 P4=More han $50,000,000 	Value Method Codes: bAppraisal R-Cost (real estate only) S-Assessment T-Cash/Market
(See Col. C2) =Book value V=Other W=Estimated 

Name Person Reporting 
Barkett, Rosemary 
4/20/06 
VIII. ADDITIONAL INFORMATION EXPLANATIONS (Indicate part Report.) 

IX. CERTIFICATION. certify that all information given above (including information fertaining and minor children, any) accurate, true, and complete the best knowledge belief, and that any not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the gifts which have been orted are compliance with the provisions U.S.C. app.,  501 et. seq., U.S.C.  7353 and Judicial  
NOTE: ANY INDIVIDUA KNOWINGLY AND WILFULLY FALSIFIES FILE THIS REPORT MAY SUBJE 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