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Judicial Watch • Sarah E. Barker – 2008

Sarah E. Barker – 2008

Sarah E. Barker – 2008

Page 1: Sarah E. Barker – 2008

Category:Federal Judges

Number of Pages:4

Date Created:September 6, 2013

Date Uploaded to the Library:June 19, 2014

Tags:waddell, Sarah E Barker, strategy, Advisors, asset, Judges, federal, mutual, transportation, stock, Washington, 2008, spouse, transactions, dividend, Federal Judge, income, Judge


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Barker_Sarah_E Spouses Non-Investment Income you were married during any portion the reporting year, complete this 
section. 
(Dollar amount not required except for honoraria.) 
IZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
IV. REIMBURSEMENTS -transportation, lodging,food, entertainmenl (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
ITEMS PAID PROVIDED Federal Judges Association 5/2-5/2008 Arlington, Virginia Board meeting Transportation, meals, lodging 
 
Federal Magistrates Judges 7/8-11/2008 Seattle, Oregon Represent FJA workshop Transportation, meals, lodging 
Association 
 
Federal Judges Association 12/02-3/2008 Washington, Board meeting 
 
... 
 PricewaterhouseCoopers 2/18-21/2009 Dana Point, California Speech--Leadership Forum Tr-..nsportion reimbursed after meeting --cancelled was cancelled 
 
 
V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[ZJ NONE (No reportable gifts.) 
SOURCE 
 
 
VJ. LIABJLJTJES, (Includes those spouse and dependent children; see pp. 32-3! filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE 
None 
 
SEE ADDITIONAL INFORMATION None FOR EXPLANATIONS 
 
 
 
VII. 
INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; 
see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
 
 
VII. 
INVESTMENTS and -income, value, transactions r1nc1udes those spouse and dependent children; 
see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) Income during reporting period Gross value end 
reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (1) Amount Code (A-H) (2) Type (e.g., div., rent, int.) 
 
 
 
(1) 
Value Code (J-P) (2) Value Method Code (Q-W) (1) Type (e.g., buy, sell, redemption) (2) Date Month Day 
 
 
(3) 
Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
(FFACX) (Mutual Fund) Dividend Buy 04/14 
 
11. 
 
General Electric, Common Stock None Buy 10/20 
 
12. 
 
General Motors, Common Stock None Buy 11/11 
 
13. 
 
Ivy Global Natural Resources (Mutual Dividend Buy 05/27 Fund) (IRA) 
 
14. 
 
Ivy International Core Equity (Mutual Dividend Buy 05/27 Fund) (IRA) 
 
 
 
15. 
 Waddell Reed Advisors Core Investment (Mutual Fund) 
... 
(IRA) Dividend Buy 05/27 
 
 
16. 
 
Waddell Reed Advisors Science and Technology 
 
(Mutual Fund) (IRA) Dividend Buy 05127 
 
17. 
 
Waddell Reed Advisors High Income (Mutual Fund) 
 
(IRA) Dividend Buy 05/27 
 
18. 
 
Ivy Real Estate Securities (Mutual Dividend Buy 05/27 Fund) (IRA) 
 
19. 
 
Waddell Reed Advisors Small Cap Dividend Buy 05/27 (Mutual Fund) (IRA) 
 
20. 
 
Waddell Reed Advisors Asset Dividend Buy 05/27 See explanatory note Strategy (Mutual Fund) 
Buy 06/30 See explanatory note 
 
 
21. 
 Waddell Reed Advisors Government Securities (Mutual .,, Fund) (IRA) Dividend Buy 05127 Gain =$1 ,ODO less =$1,001 -$2,500 =$2,501 -$5,000 D=$5,00l -Sl5,000 15,00I -$50,000 (Sec Columns and D4) F=$50,00l -$1 00,00 =SI00,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,00!-$50,000 =$50,00  $100,000 =$100,001 -$250,000 (Sec Columns and 03) =$250,001 -$500,000 =$500,001. $!,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 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market __(Scc Column C2) =Book Value V=Other =Estimated 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate parto/Report) 
has graduat educational ans wh!c are occionally 1iste, wron gfuJ Jy, ..credit report. However,er reportmg person nor -IS InVO SUC oans any ega capacity. 111 Section VII (I) and (Ia) through (If): The entire interest the Bose McKinney Evans Retirement Plan was distributed and rolled over directly into the new IRA investments set out items through Section VII (4): The partial sale the IRA asset, EuroPacific Growth Fund, 06/20/08 was rolled over directly into the second purchase (on 6/30/08) the IRA asset listed item (20), Waddell Reed Advisors Asset Strategy Mutual Fund. See also the note below regards such section VII (20). Section VII (6): Merrill Lynch Retirement Reserves aggregated and occasionally reportable, temporary accumulation of!RA cash held reserves and/or swept into deposit accounts Merriil Lynch banks. This essence cash flow phenomenon which occurs varying degrees within IRA accounts prior dividends, etc., being automatically reinvested the underlying holdings, which themselves produced the dividends. Such underlying holdings are disclosed fully elsewhere Section VII. 
Section VII (20): Two transactions are listed here (from the two different rollover sources described above), but they merge into the same asset (Waddell Reed Advisors Asset Strategy Mutual Fund). 
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 FALSIFIES FAILS FILE THIS REPORT MAYBE 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