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Judicial Watch • Barbara M. Lynn – 2011

Barbara M. Lynn – 2011

Barbara M. Lynn – 2011

Page 1: Barbara M. Lynn – 2011

Category:Federal Judges

Number of Pages:15

Date Created:December 1, 2012

Date Uploaded to the Library:November 18, 2014

Tags:Barbara M Lynn, Barbara, money, vanguard, 2011, Market, assets, INVESTMENTS, transactions, TRUSTS, Codes, disclosure, reporting, report, Federal Judge, financial, income, Judge


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A010 Rev. 112012 Report Required the Ethics Government Act 1978 FOR CALENDAR YEAR 2011 U.S.C app.  101-111) Person Reporting (last name, first, middle initial) Lynn, Barbara Court Organization U.S.D.C.-No. District Texas Date Report 05/14/2012 Title (Article III judges indicate active senior status; magistrate JUdges indicate full-or part-time) Active Federal Judge Sa. Report Type (check appropriate type) Nomination Date Initial [{] Annual Sb. Amended Report Final Reporting Period 01/01/2011 12/31/2011 Chambers Office Address 
1100 Commerce St., Room 1572 Dallas, 75242 
IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Insert signature last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Member Executive Board, Southern Methodist University Dedman School Law 
Trustee Trust (Dallas, Texas)(Income and Principal Beneficiary) 
Trustee Liquidity Trust (Dallas, Texas)(Income and Principal Beneficiary) Co-Trustee 
 Trust (Dallas, Texas)(lncome and Principal Beneficiary) 
 
 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
 
 
Date Report 
Lynn, Barbara 
0511412012 
III. N-INVES TMENT ME. (Reporting individual and spouse; see pp. 17-24 filing 
instructions.) Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) 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.) 
 
SOURCE AND TYPE 2011 Michael Lynn P.C. 
IV REIMBURSEMENTS --transportation, lodging, food, entertainment (Includes those spouse and dependent children; see 25-27 filing instruct10ns.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED ABA January 13-15, 2011 Vail, Litigation Winter Leadership Meeting Transportation, meals, hotel The University San Diego January 23-24, 2011 San Diego, Panelist, Directors Forum 2011 Transportation, meals, hotel 
 
ABA January 27-30, 2011 Snowmass Village, CLE Seminar Transportation, meals, hotel 
ABA March 27-28, 2011 Washington, Judicial Disqualification Transportation, meals, hotel 
Working Group Meeting ABA May 30-31, 2011 Chicago, Good Works Summit Transportation, meals, hotel Meeting 
Date Report 
Lynn, Barbara 
05/14/2012 The University Texas Austm June 1-2, 2011 Austin, Panelist, Appellate Course Transportation, meals, hotel ABA June 23-25, Dana Point, Litigation Spring Leadership Meeting Transportation, meals, hotel ABA September2l-25, 2011 Philadelphia, Litigation Fall Leadership Meeting Transportation, meals, hotel 
 
Date Report 
Lynn, Barbara 
05/14/2012 GIFTS. (Includes those spouse and dependent children; see pp. 28-3I filing instructions.) NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE Committee the Administration the Bankruptcy System the Judicial Conference Mont Blanc Pen with Engraving $425.00 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 
 
Date Report 
Lynn, Barbara 
05/14/2012 
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.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reportmg period reporting period 
 
(!) (I) 
(!) (2) (3) 
(4) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code2 Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
(Q-W) transaction) Income Garn Codes =$1,000 less =$1,001 -$2,500 =$2.501 -$5,000 =$5,001  $15,000 E=$15,001-$50.000 (Sec Columns and 04) =$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 =$50,00 -$100.000 =$100.001 -$250,000 (Sec Columns and 03) =$250,001 -$500.000 =$500,00 -$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 Value Method Codes =Cost (Real Estate Only) =Assessment T=Cash Market 
Q=Apprmsal 
(See Column C2) =Other =Book Value W=Est11nated 
 
Date Report 
Lynn, Barbara 
0511412012 
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.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (I) (2) (I) (3) (4) (5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller 
(A-H) int.) 
Code3 redemption) (J-P) (A-H) (if private (Q-W) transaction) 
18. 
-Vanguard Prime Money Mkt Buy 11/14/11 (add!) 
 
19. 
-Vanguard Prime Money Mkt Sold 12/12/11 
 
20. 
-Vanguard Prime Money Mkt Sold 12/30/11 
 
21. 
-Vanguard Prime Money Mkt Sold 12/30/11 
 
22. 
-Vanguard Tax Exempt Money Mkt Dividend Buy 12/28/11 
 
23. 
Vanguard Account (includes 24-39) Income Gain Codes =$1.000 less 41,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50.001 -$100,000 G=$J00,001-$1.000,000 =$1.000,001 -$5,000,000 =More than $5,000.000 Value Codes =$15.000 less K=$15,00l -$50,000 =$50,00 -$100,000 =$100.001 -$250.000 
(Sec Columns and D3) =$250,00 -$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 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other W=Est1mated 
 
 
Date Report 
Lynn, Barbara 
05114/2012 
VII. INVESTMENTS and TRUSTS -income, va111e, transactions r1nc111des those spo11se and dependent children; see PP 34-60 filing 
instr11ctions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period mcluding trust assets) reporting period reporting period 
 
(I) (I) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Garn Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
 
transaction) 
-Vanguard Prime Money Market Buy 11/14/11 (add!) 
-Vanguard Prime Money Market Sold 11/21/11 
37. 
-Vanguard Tax Exempt Money Mkt Fund Dividend Sold 01/28/11 
 
38. 
-Vanguard Tit Int Index Adm Buy 01/28/11 
 
 
-Vanguard Tit Int Index Adm Sold 02/16/11 Income Gam Codes: =$1.000 less =$1,001-$2,500 c=$2,501 -$5,000 D=$5,00l -$15.000 =$15,001 -$50.000 
(See Columns and D4) F=$50.00J -$100,000 G=$JOO.OOl -$1,000.000 =$1,000,001 -$5.000,000 =More than $5.000.000 Value Codes =$15.000 less K=$15,001 -$50.000 L=$50.001 -$100,000 =$100.001 -$250.000 
 
 
(Sec Columns and D3) N=$250,00 -$500,000 0=$500,00 -$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 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (Sec Column C2) V=Other 
U=Book Value =Estimated 
 
 
Date Report 
05/14/2012 
Lynn, Barbara 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes 111ose spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting penod reporting period 
 
(I) (2) (I) (2) (1) (4) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
 
transaction) 
52. 
-Vanguard Tit Int Index Inv Sold 02/16/11 
 
53. 
-Vanguard Tit Int Index Adm Dividend Buy 02/16/11 Income Gain Codes: =$1,000 less 41,001  $2.500 =$2.501  $5,000 45,001 -$15,000 =$15,001-$50,000 
(See Columns and D4) =$50.001 -$100,000 =$100,001 -$!.000.000 =$!.000,001 -$5.000.000 H2=More than $5.000.000 Value Codes =$15.000 less =$15.001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000 
(Sec Columns and 03) =$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 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other =Esumatcd 
 
 
Date Report 
Lynn, Barbara 
05/14/2012 
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.) 
Description Assets Income during Gross value end Transactions during reporting penod 
(mcluding trust assets) reportmg period reporting period 
 
(I) 
(2) 
(I) (I) 
(2) (3) (4) 
(5) 
Place (X) after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from pnor disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) Code redemption) (J-P) (A-H) (if private 
transactmn) 
(Q-W) 
69. 
-Vanguard Prime Money Mkt Fund Dividend Buy 02/28/11 
 
70. 
-Vanguard Prime Money Mkt Fund Buy 03/01/1 Income Gam Codes =$1.000 less 41,001 -$2.500 42.501 -$5,000 45,001 -$15,000 =$15,001 -$50,000 
(Sec Columns and 04) 450,001 -$I 00,000 =$I 00,00 -$1,000.000 =$1.000,001 -$5,000.000 =More than $5,000.000 Value Codes J=$15,000 less =$15,001 -$50.000 L=$50,00 -$100,000 =$100.001 -$250.000 
(See Columns and 03) N=$250,001 -$500.000 0=$500,00 -$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 =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column CZ) =Book Value V=Other W=Est1mated 
 
 
 
Date Report 
Lynn, Barbara 
05/14/2012 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during Gross value end 
 
Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
(2) 
(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 div., rent, Code2 Method buy, sell, mmidd/yy Code2 Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) Income Gam Codes =$1.000 less 41,001 -$2.500 =$2,501 -$5,000 D=$5.001-$15.000 415,001 -$50,000 
(See Columns and D4) 450.001 -$100,000 =$100,00I -$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 =$500,00 -$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 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
 
Date Report 
Lynn, Barbara 
05/14/2012 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des t1tose spouse and dependent c1tildren: see pp. 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting penod 
(includmg tru;t assets) reportmg penod reporting period 
 
{I) (2) {I) (2) (2) 
(4) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code2 (J-P) Value Method Code (Q-W) Type (e.g., buy, sell, redemption) Date mmfdd/yy Value Code2 (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
103. -Vanguard Tax Buy (add!) 08/22/11 
 
104. -Vanguard Tax Buy 09/22/11 
(add!) 
105. -Vanguard Tax Buy 09126111 (add!) 
106. 107. -Vanguard Tax -Vanguard Tax 
 Buy (add!) Buy 09129111 10/24/11 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 04) =$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 =$50.00 -$100,000 =$100.001 -$250.000 
(Sec Columns and 03) =$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 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value V=Othcr W=Est1mated 
 
 
Date Report 
Lynn, Barbara 
05/14/2012 
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.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
(!) (2) (!) (2) (I) (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 div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) Income Gam Codes =$1,000 less 41,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00I -$50.000 
(See Columns and D4) =$50.001 -$100,000 =$100,001-$1.000,000 =$1,000,001 -$5.000,000 l12 =More than $5,000,000 Value Codes =$15.000 less =$15,001 -$50,000 L=$50,001-$100,000 =$100.001 -$250,000 
(Sec Columns and D3) =$250,00 -$500.000 =$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 Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other W=Estimated 
 
 
 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent chHdren; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transact10ns during reportmg period (including trust assets) reporting period ofreporting period 
(2) (2) (4) (5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., d1v.,rent, int.) Value Code (J-P) Value Method Code3 (Q-W) Type (e.g., buy, sell, redemption) Date mm/dd/yy Value Code (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
137. -Vanguard 500 Idx Inv Dividend 
 
138. -Vanguard Int Term Adm Dividend Buy 02116111 Income Gain Codes. =$1,000 less =$1,001 -$2.500 =$2.501 -$5,000 =$5.001 -$15,000 415,00 -$50.000 
(See Columns and 04) =$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 415,001 -$50.000 =$50.001 -$100.000 =$100.001 -$250.000 
(See Columns and 03) =$250,00I -$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 Value Method Codes Q=Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(Sec Column C2) =Book Value =Other W=Est1mated 
 
 
Name Person Reporting 
Date Report 
Lynn, Barbara 
05/14/2012 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofreporl.} 
VII. Investments and Trust 
 
150. Comerica (income reported National Financial Services Pershing LLC) 
This year had very significant number transactions. relied our financial advisor the implementation, accounting and recording these transactions. 
 
 
 
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: Barbara Lynn 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY 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