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Judicial Watch • Rosemary Barkett Financial Disclosure Report for 2010

Rosemary Barkett Financial Disclosure Report for 2010

Rosemary Barkett Financial Disclosure Report for 2010

Page 1: Rosemary Barkett Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:9

Date Created:November 11, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Barkett, Rosemary Barkett, rosemary, university, Washington, 2010, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 1978FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report Barkett, Rosemary U.S. Court Appeals, Cir. 
4/12/2011 Title (Article 11I judges indicate active senior status;  5a. Report Type (check appropriate type) Reporting Period  
magistrate judges indicate full- part-time)  Nomination,  Date  01/01/2010  
U.S. Circuit Judge Active Initial Annual Final 12/31/2010  

5h. Amended Report Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance 4th Street with applicable laws and regulations. 
Suite 1223 Miami, 33132 Date
Reviewing Officer 
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; seepp. 9-13 filing instructions.) 	NONE (No reportablepositions.) POSITION NAME ORGANIZATION/ENTITY 
Trustee 	Trust 

II. AGREEMENTS. mepo.lng indlvld.al only; see pp. U-~ fillng instructions.) NONE (No reportable agreements.) DATE PARTIES AND TERMS 1.9/1/79 State Florida, Div. Retirement; Sect. 401(a), IRC 10/1/82 Aetna Life Ins.; Deferred Comp., Sect. 457, IRC 3.3/3/87 Nationwide Life Ins.; Deferred Comp., Sect. 457, IRC 

Barkett, Rosemary 

Barkett, Rosemary
III. NON-INVESTMENT INCOME. (Reporting individualandspouse;seepp. 17-24 filing instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) DATE SOURCE AND TYPE 
1.2010 State Florida Retirement (Aetna Nationwide) 
2.2010 State Florida Judicial Retirement
 July 2010 	New York University Teaching Appellate Judges Seminar
 April2010 Cincinnati Law School Spouses Non-Investment Income -if you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria..) 
NONE (No reportable non-investment income.) DATE SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 oJfiling instructions.) NONE (No reportable reimbursements.) 
SOURCE DATES LOCATION PURPOSE 
American Society 2/16-17 2010 Washington, Attend meeting International Law Judicial Outreach Committee (The American Societ 	
University Cincinnati Law 4/14-16/2010 Cincinnati, Ohio Teaching 
School 	
Tallahassee Women Lawyers 6/9/2010 Tallahassee, Meeting 
Installation Banquet 

Date Report 
4/12/2011 
INCOME 
(yours, not spouses) 

$14,203.43 
$50,660.64 
$1,800.00 
$3,000.00 
ITEMS PAID PROVIDED airfare, meals, lodging 
airfare, meals, lodging 
airfare,  New York University Appellate Judges Seminar  7/11-16/2010  New York,  Teaching  airfare, meal, lodging  George Washington University  7/25-27 2010  Washington,  attend Seminar/teaching  airfare, meals, lodging  American Bar Association (Childrens Rights Cmtee)  8/4-5 2010  San Francisco, Calif  panel teaching  airfare, meals, lodging  American Bar Assn Rule Law Committee Board Meeting  9/20/2010  Washington,  meeting  airfare, meals, lodging  Ordine Dei Medici Chirurghi  10/5-7 2010  Sardinia, Italy  panel-lecture  airfare, meals, lodging  Appellate Judges Education Institute Southern Methodist University  11/20-21 2010  Dallas, Texas  panel lecture  airfare, meals, lodging GIFTS. ancludes those spouse and dependent children; see pp. 28-31 filing instructions.)  
NONE (No reportable gifts.)  
SOURCE  DESCRIPTION  VALUE  
VI. LIABILITIES. ancludes those spouse and dependent children; see pp. 32-33 filing instructions.)  NONE (No reportable  liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE Wachovia Bank (re-mortgage)  Real Estate Mortgage (1/2 owner)  

Barkett, Rosemary 	4/12/2011
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including tmst assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (2) Amount Type (e.g., Code div., rent, (A-H) int.) Gross value end reporting period (1) (2) Value Value Code Method (J-P) Code (Q-W) Transactions during reporting period (1) (2) (4) Type (e.g., Date Value Gain buy, SetI~ ..... mm/dd/yy Code Code redemption) (J-P) (A-H)  (5) Identity buyer/seller (if private transaction) Inc (formerlySBC before that Pacific Telesis Altera  Dividend Dividend  Amgen, Inc (Amgn)  None  Apple Applied Materials  None Dividend  Buy (addl)  07/12/10  Attl (formerly Firstcom FCLX)  None  Bank America  Dividend  Buy  07/12/10 Cisco  None  Citicorp (c) formerly Travelers Group  None  
10. Coca Cola (KO)  Dividend  
11. Coming, Inc. (GLW)  Dividend  
12. Dell  None  
13. Walt Disney (DIS)  Dividend  
14. EMC Corp.  None  
15. Federal National Mortgage Association (Fannie MAE) 16. Fld.Contra FCNTX  None None  
17. Hewlett-Packard (HPQ)  Dividend =$5,oot st5,ooo =$15,001 $50,000 (See Columns and 1)4) income Gain Codes: =$1,0OO tesB=$1,001 -$2,500 =$a,5oi $5,0oo =$50,001 100,000 =$100,001 $1,000,000 =$1,000,001 $5,000;000 =iVl0~e than ~5;000~000 Value Codes =$15,000 less =$15,001 $50,000 ~o;ool-$~oo;ooo :$i00;0oi ~o!ooo (See Columns and D3) =$250,001 $500,000 =$500,001 $1,000,000 =$1,000,001 $5,ooo;ooo =$S,o00,001 525~00o,ooo =$25,000,001 $50,000,000 =More than $50,000,000 3.Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (See Column C2) =Book Value -Olhcr =Kstimated 

Barkett, Rosemary 	4/12/2011
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) B.C. 
Description Assets lncome during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(!) (2) (1) (2) (1) (2) (3) t4) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code (A-H) int.) (J-P) Code redemption) O:P) (A-H) 
(Q:W) 
18. 	
Intel Corporation Dividend 

19. 	
IBM Dividend 

20. Morgan Chase (JPM) Dividend Buy 07/07/10 
(addl) 

21. 	
Microsoft Corporation (MSFT) Dividend 

22. 	
Nokia Corp, (NOK) Dividend 

23. 	
North. Trust NTRS Dividend 

24. 	
Qualcornm, Inc. (QCOM) Dividend 

25. 	
Research Motion LTD None 

26. 	
Texas Instruments Dividend 

27. 	
Wells Fargo Dividend Buy 07/21/10 

28. 	
LiveOps None 

29. 	
Aetna Deferred Comp Plan (now ING Life) Dividend 

30. 	
Nationwide Dividend 

31. 	
Skandia now GldnSelect (Am. Skandia None 
transferred into ING) 

32. 	
Citibank Money Market Int./Div. 

33. 	
TRUST (Global Managed Portfolio Dividend 
Level (Citibank) 

34. 
Citigroup SMANS Energy Int./Div. 	Buy 06/16/10 =$I;00i $~i500 =$2,501 $5,000 =$5,001 -$15,000 Income Gain Codes: =si:;000 ies~ 
(See Colunms and I)4) =$50,001 $100,000 =$100,001 $I,000,000 ~000,001 $5,000,000 =More than $5;0001000 Value Codes =$15,000 less =$151001 $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 =$25,000,001 $50,000,000 =More than $50,000,000 =Cash Market3. Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment 
(See Column C2) =Book Value =Other =Estimated 
(5) Identity buyer/seller (if private transaction) =$15,001 $50,000 
Name Person Reporting 	Date Report

4/12/2011
Barkett, Rosemary
VII. INVESTMENTS and TRU -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(inc uding trust assets)  reporting per reporting period  
(~)  (2)  (1)  (2)  (1)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  "Value  Gain  Identity  
exempt from prior disclosure  Code (A-H)  div., rent, int.)  Code (J-P)  Method Code  buy, sell. redemption)  mm/dd/yy  Code (J-P)  Code (A-H)  buyer/seller (if private  
(Q-W)  transaction)  

35. 	
IRA (ClearBridge Multi Cap Growth Dividend Portfolios (Citibank) 

36. 

37. 	
Re-Parcel 1-Lake Park, (1/2 ownership) None 

38. 	
Re-Parcel 2-Key Largo, (1/4 ownership) None 

39. 	
Re-Parcel 4-Homestead, (1/3 ownership) None 

40. 	
Re-Parcel 5-Homestead, (1/2 ownership) None 

41. income Gain Codes: =$11000 less =$I,00t ;$2;500 =$2,501 $5,000  D=$5,001- $I5,000 =$15,001- $50,000  
(See Columns and D4) =$50,001 $t00,000 =$100,001 $I,000,000 =$1,000,00 $5,000,000 =More than $5,000,000 Value Codes =$15~000 less =$15,001 $50,000 $50,001-$100,000  M=$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 =$25,000,001 $50,000,000 =More thaa $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment Cash Market  
(See Column C2) =Book Value =Other =Estimated  

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepart report.)  

Barkett, Rosemary 4/12/2011

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. 

Signature: Rosemary Barkett 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544