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William H Barbour Jr Financial Disclosure Report for 2009

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  • 8/3/2019 William H Barbour Jr Financial Disclosure Report for 2009

    1/11

    , to ~ o FINANCIAL DISCLOSURE REPORT g e p o . R e q u i r e d b y t h E t h ic sin Government A ct o f 1978R ~ v . t / 2 0 1 0 FOR CALENDAR Y EAR 2009 ~ 5 v . s .c , a p p . , ~ ] o t . H O1 . P e r s o n R e p o r t n g ( l a s t n a m e , f i rs t , rn i d d i e i n i t i a l ) 2. Court or Orgnnlution 3. Date of ReportBarbour , Jr . , William H . U.S. Dist r ict Court 06/28,2010

    4 . T i t l e ( A r t i c l e I I I ju d g e s i n d i c a t e a t l iv e o ~ s e n i o r s t a t u s ; $ ~ . R e p o r t T y p e { c h e c k a p p r o p r i at e t y p e ) 6. Repert lng Perl~!m a g i s f f a l e j u d g e s i n d i c a t e f u l l - o r p a t l - t i m e ) ] Nomination, D a t e 01/01/2009Distr ic t Judge, senior sta tus [] Initial [] A n n u a l [] Final to12/31/2009

    5b . [] Am en d ed Rep o r t7. Chambers or Offke A d d r e s s 8. On the basis of the Information containe d In this Report an d anymodifications pertaining the reto, it Is, In my opinion, in compliance245 E. Capitol St., Suite 502 with applicable Inws and regulations.Jackson, MS 39201

    Reviewing Off icer D a t e

    I M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete all parts,checking the NONE box for each part where you have no reportable informat ion. Sign on last page.

    I . P O S I T I O N S . ~ R , ,o n ~ , , i * a ~ o n l y ; ,e o r r . 9 - 0 of ~t in , instructions)N O N E ( No r e p o r t a b l e p o s i t io n s . )

    P OS IT ION NAME OF ORGANIZATION/ENTITY1 .

    ~ --O~ (No re~rtable agreements.) ~ " ~ ~P~ ~D ~RMS

    1 .

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    FINANCIAL DISCLOSURE REPORT N,me of Pert.oll Reporting[ Date of Reportage 2 o f 11 B a r bo u r , J r . , W i l l iam H . 06/28!2010

    HI. NON-INVESTM ENT INCOME . a~opo~gA. Fliers Non-Investment Income

    N O N E ( No r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e . )DATE ~ ; O U R C E A N D T Y PE I N C O M E( y o u r s , n o t s p o u s e s )

    1.2.3.4.

    B . S p o u s e s N o n - I n v es t m e n t In c o m e - ~f you w,r~ m,~cd a~rlng any p o r t i o n o f t h e r e p o r t i n g year, complete thi~ sect ion.(Dol lar amount not required except for hono rar ia . )

    ~] NONE (No r e p o r t a b le n o n - i n v e s tm e n t i n c o m e . )~ SOURCE A N D T Y PI ~

    1 .2.

    3.4.

    I V . R E I M B U R S E M E N T S - - ~ , ~ g o r ta i o n , to~gins, loo~, .~te.~n.,.t.(Includes those to s~e ~d d~e~ent children; ~ee pp. 25-27 of filing ~str~io~,)

    N O N E ( N o r e p o r t a b l e r e i m b u r s e m e n t . )~ ~ LOCA~ON ~ [~MS PA~ OR PRODDED

    1 .2.3.4.5.

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    FINANCIAL DISCLOSURE REPORTP a g e 3 o f 1 1 Ba rbou r , Jr . , W i l l iam H . 06/28/2010

    V . G I F T S . a n c t n d o , r h o s o t o ,r o u s , u n d d , m ~ o n t children; see p p . 2 8 . 3 1 of filing instructions.)[] NONE (/go rep o r ta b le g i f t s .)

    S OU R C E DESCRIPTION VALUE1 .2.3.4.5.

    V I . L I A B I L I T IE S . a n a u a , s t h o s , n / ,p . . . . . z dependent children; see p p . 3 2 - 3 3 of filing instructions,IN O N E (N o rep or ta b le l ia b i l i ti e s .)

    CREDITOR DESCRIPTION VALI)E ~QD!~1.2.3.4.5.

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    N a m e o f P e r s o n R e t o r t in g D a t e o f R e p o r tP a g e F I N A N C I A L 4 o f 1 1 D I S C L O S U R E R E P O R T B a r ~ n r , J r . , W i ll ia m H . 0 6 / 2 8 / 2 0 1 0

    V I I. I N V E S T M E N T S a n d T R U S T S . . l n e o , ~ e , ~ * t . , ~ . ., ~ , n s a n a ~ z , t h e . o f ~ , . .~ d ~ n ~ e . t ~iu,.n: , , r r . j~ - ~ o Of filing in~.ionx.)NO~ (No reportable income, assets, or tra~actio~.)

    ~ ~s~ption of A~ I n ~ m ~ d ~ n g Gro~ va lue ~l end Transactions during ~e~ning~ ( including t~st a~e~ ) t e p o ~ g p e r i ~ o f r e p o ~ i n g p e r i o dPla~ "(X)" a~er each a~t A m o u n t Ty~ (e .g., V a lue V alue T y p e ( e . g ., D~le ] V~lu~ ]~ d ~ I dlv.,rent,d e 2 [ M e i h ~ buy, sell,m/dd/yy C ~ e 2 I C o d ee x ~ f ~ m p r i o r d i s cl ~ u~ (A- or int.) (J-P) ~d~ 3 federation) [ (A-II) ; (if private

    ST~KS A~ BONDS

    2. Regions Financial Corp (AmSouth) D Div idend M TCommon

    3 . M o b i l O i l ( c o m m o n ) A D i v i d e n d J T

    4, Belmont Lodge (common) None K W5. Citibank Deposit Program-formerly SB A In terest K T

    M o n e y F u n d s6. Miss . Cap . Imp . - Bond B Inte res t L T7. Capi ta l Wor ld Growth and Income Fund B Dividend K T(Amer ic an Funds )8. Europac i f ic Growth Fund (Amer ic an Funds ) A Div idend K T9. I ncome Fund o f Amer ic a (Amer ic an Funds ) B Div idend K T

    1 0 . New P e r spec t iv e Fund (Amer ican Funds ) A Div idend K T1 1 . Miss . Dev . BK- Bond B In terest L T1 2 . Miss . Cap . Imp . - Bond C Inte res t L T1 3 . USM B l dg C RPR e v - Bond B ln lerest L T

    1 4 . M S St RFDG- NTS-Bond B Inte res t K T1 5 . Kay ne Anderson Energy Total Return Fund B Div idend J T

    16. REAL ESTATE (Items 17 -21)1 7 . Land #1, Yazoo County, MS C Rent L W

    (See ~lumn C2) U =~k Val~ V = O t h ~ W=~ima~d

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    FINANCIAL DISCLOSURE REPORT r ~ a m e o t P e r s on R e p o r ti n g Date o! R e p o r tP a g e 5 o f 1 1 Ba e on u r , J r ,, Wi l l ia m H . 06/28/2010

    VII. INVESTMENTS and TRUSTS--] N O N E ( No r e p o r t a b l e i n c o m e , a sse t s , o r t r a n sa c t i o n s . )~................~. ..............~ ~. c . - ........................... b~ .................D~ i p t i on o f ~ s / I n~ du r i ng G r o s s v a l u e a t e n d T~n~ctiam dur ing rc~r ling ~r it~I ( including ~t ~) 1 ~po~g peri~ o f ~ p o ~ i n g p e r i o dI ~ " ( X ) " a f t e r e a c h ~ t ~nt[ Type (e.g., V a l u ~ mm/dd/yy I Code 2 Code ] buyer/sellerex~pt born pr ior di~l~ure # Cod~ 1[ d i v . , ~1 , C o d e 2 [ M e t h o d buy, sell,

    i (.~ or int[)___ U-P) / Code3r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e.......................................................

    1 8 . ~ nd # 2 , Ya z~ C i t y , MS - 1~ i n t e r e s t None K W1 9 . Land #2, Yazoo City, MS rem aining 112 None K Winterest20. RESIDENTIAL SUBDIV ISION #1 (See (See note 20 & 21)expl. Section VIII )2L ts ~ less Lots ] None N W (See Note 20 & 21)22. INDIVIDUAL RETIREMENTACCOUNTS #1,2,3 (Item s 22-55)2 3 . IRA Rollover Acct-Brokerage Account #1(24-36)24. -AT & T, Inc.(formerly Bell South B Dividend K T(common)25. -American Electr ic Powe r Co, lnc A Dividend K T B uy 0 9 1 1 6 / L I 9 K26. -Regions Financial Corp (Amsouth) C Div idend L T

    (common)27 . -Southern Co A Dividend K T B u y 10/20/09 K28. -Go ldman Sachs Cap i ta l Growth Fund A Dividend K T29. -Citibank Depo sit Program A Inte res t J T30 . -Franklin Income Fund C Dividend J T B uy 09/16/09 J(add l)31 . -Legg Mason Opportunity Tr Pr imary Class A Div idend J T32. -Legg Mason Value Tn~st A Dividend J T3 3 , -Lord Abbett In ternational Core Equity Fd A Dividend J T3 4 , -Bank o f Amer ica (common) A Dividend J T

    I . I r ~ c o r 0 e G a i n C o d e s : A ~ $ 1 . 0 0 0 ~ l e ~ s B ~ $ 1 , 0 0 1 - $ 2 , 5 0 0 C - $ 2 , 5 0 1 - 5 5 .0 0 0 D = 5 5 , 0 0 1 -[See C o l u m n s B I an d 04) F =550,001 - $ 1 1 3 0 . 0 0 0 G =5100,001 - $1,0~0.000 Hl -St,O00,001 - $5,000,000 t t 2 = M o r e I h an: 2 . V a l u e C o d ~ 1-515.000 o r l e s s K a $15,001 - $50,000 L ~$50,001 . $]00,O[X) M =$100,001 -i C o l u r a n ~ C I a n d N $ 5 0 0 . 0 0 0 0 - $ 5 0 0 ,0 0 1 $ 1 , 0 ~ O , 0 0 0 P 1 ~ $ 1 , 0 0 0 , 0 0 1 $ 5 , 0 0 0 , 0 0 0 P 2 - - $ 5 . 0 0 0 , 0 0 1 $ 2 5 . 0 0 0 , 0 0 03)

    I 3 ~$~ .O( ~O,OOt - 550 .0 0 0 .0 0 0 14 =Mo lhanM ~ lb o d E s ~ e T.....~"~ ~_ _~ . . .. . .. . .. " . ~ .. ~ ~ " _ _ 2 ~ _ . . . . . . . . . . . ~_ ........ g_ . .~ "2 .% _ ....... .. . . . . . . . .. . . . . . . . .. . . . . . . . .. . . . . . . . .. . . . .

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    F I NA NCI A L D I S CL OS U R E R EP OR T r ~ n = e o t ~ e , ~ o n a e p n . l , ,g o . t , o t R e p o , - tPage 6 of 1 1 Barbour, Jr. , W i ll ia m I L 0 6 / 2 8 / 2 0 1 0

    V I I . I N V E S T M E N T S a n d T R U S T S - ~, ..... ~t.e, t r a ns a c t ions f l nc l u d~ th os e o f s p ou s e a nd de l ~nd tn t ch i l dr en; s ee p p . 34-60 o f f i li n l ~ ia r t r u c t ions . )N O N E ( No r e p o r t a b l e i n c o m e , a sse t s, o r t r a n sa c t i o n s . )

    D e s c r i p t io n o f A s s e ts / I n c o m e d u r i n g G ro s s v a l u e a t e n d T r a n s a c t l o m d u r i n g r c p o r l ln g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) | r e p o r t i n g p e r i o d of report ing . t ied(li-~-i~--] (,) [ ~:) I ( 3 7 : ( ) 1 ............ (~~P l a c ~ " ( X ) " a f t e r e a c h a s s e t t A m o u n t T y p e ( e . g . , Value Value [ T y p e ( e . g . , [ Dale Value :: Gain ] I d e n t i t y o fCode I C o d e 2 [ M e t h o d / buy, sell ]mm/dd/yy ] Code 2 : Code I ] huyer/sel lere x e m p t g r o i n p r i o r d i s c lo s u r e d i v . , r e n t ,( A - H ) otint.) ( J . P ) [ Code3 / r e d e m p t i o n ) / ] (J-P) (A-H) [ (ifprivatn~_~_~. L_ .. .. t . . . . .. . .. . .. . . ,.r,__,s,_~.!,o35. - Johnson & Johnson (common) A Dividend K T3 6 . -Microsoft (common) A Dividend J T

    3 7. IRA M anaged Rollove r-B rok e rag e Accoun t (Se e note 3 7 -41 )#2 (37-41 )38. -American Balan ced Fd CL A C Dividend L T39 . -Evergreen Asset Allocation Fd CL A D Dividend L T4 0 . -Wa shington Mutua l Investors Fd CL A C Dividend L T4 1 . -Citibank Bank Deposit Program A Inte res t .1" T42. IRA Rollover-Brokerage Account #3 (See Note 4 2-55)(42-55)43 . -IShares TR S & P 500 Index Fund A Dividend J T B u y 11/05/09 J44 . - ISha r es S & P 500 Growth Index Fund A Dividend L T B uy 07/10/09(add l )45. - IShams S & P 500 Va lu e Index Fund B Dividend K T B uy 04/10/09 .1(add l ), I . 6 . -IShares TR MSCI EAFE Index Fd A Dividend K T So l d 02/10/09 J A(part)47 . olShares TR S & P World EX-US PFTY A Dividend So l d 03/10/09 J AI ndex Fund Sym:WP S48 . - IShares Dow Jones US Reg iona l Banks A Dividend So l d 03/10/09 J AI ndex Fund4 9 . - ISha r es SPDR SER TR S & P A Dividend So ld 03/10/09 J AHom ebu i lde r s ETF Sym:X HB5 0 . - ISha r es Cohen & S tee r s Rea l ty Ma jo r s B Dividend So l d 03110/09 J ASymbol : ICF5 1 . -IShares Trust S & P M idcap 400 Growth A Dividend I T So l d 11/10/09 J AI ndex Fd Sym bo l : [ JK (part)

    I . In co m e Ga in Codcs: A =51,000 o f Ie sa B =$1.001 - $2,500 C =$.2r5OI - $5,000 D =$5,001 - $15,000 E =$15,001 - $50,~t(S e e Co l u mn s B 1 a n d D4) F ~LS0,0OI - 5100,000 G =$100,001 - $1.0d0,000 I I1 =$ 1 ,0 00 ,0 01 - $ 5, 00 0, 00 0 1 1 2 = M o te th a n 55 ,0 00 ,0 00

    2, Value Codes J =$15,000 or less K =$15.1301 - $50.000 L 155;0,001 - $ 100,0(]0 M =S t00,001 . 5250,000(See .C~f lumns C: I t ad D3) N 1 5250.001 - 5500,000 O :$500,001 - $I .000,000 P l .$1 ,O00,0Ol - 55,000,000 P2 1 55,000,001 - 125.000,000

    P 3 =$25,000,001 - $50.000,000 P a *M o rt : th a n $50,000,0003 . V a l u e M e l h o d C o d e s 1 3 *Appra i s a l R tonga (Rea l Es t a t e On ly ) S =~nt T =Cash Mar ke t

    (See Co lumn C2) U = l~o I t Va l u e V = O~he r W =Es tima l ed

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    FINANCIAL D IS CLOS URE REPORT n a m e o f P e r s 0 n R e p o r ti n g D a t e o f R e p o r tPage 7 of 11 Barbour, Jr., W illiam IL 0 6 / 2 8 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - - i n c o m o . ~ , tu o o ~ , ,n , ~ o ~ a , c ~ d , ~ th o ~ o ! , ~ .. .. . d d o p e n d o n ~ ~ h i U , ~ n ;

    N O N E (No reportable income, assets, or transactions.)A, 13. C. D.

    Descri~ion of Ass|s [ n c c r m d u r i n g G ~ o s s va l u e at e n d T r a n s a c l i o n s d u r i n g r e p o r l i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) . r ~ p a r t i n g p e r i o d I o [ r e p o r t i n g p e r i o dPlace (X)" afte, tachassct ~.moun t | Type (e .g . , Value 1 Value Type(e.g . , / Da,e ! Value | Gain |demi~yo[Code 1 | Code 2 [ Me thod buy, seI~ / m m / d d / y y [ Code 2 | Code I b u y e ~ / s e l h : re x e m p t [ ~ o m p r i o r d is c l o s u re d i v . , r e n t ,(A-H) [ or inL) I ( I - P ) [ Code 3 r e d e m p t i o n ) ( l - P ) ( A - H ) ( i fp , iva te!

    5 2 . - ISharesTR Russe l l 2000 Value In dex Fd A Dividend .l T B u y 04/10/09( a d d l )53 . -IShare s TR Russell 2000 Growth I ndex Fd A Dividend J T B u y 04/10/09Symbol : IWO ( add l )54. - ISha r es Trus t S & P Midcap V a lu e Index A Dividend I T B u y 04/10/09Fd ( add l )55. - ISha r es Dow Jones US In su r ance Index A Dividend Sold 03 / 1 0 /09 J AFund

    ! 5 6 . OIL AND GAS INTERESTS (56-88) (See Note.56-88)

    57 . -#1-M arathon Oil Co. & Citgo, Claibome A Royalty J WParish, LA58 . -#2-Sohio Pe t Co., Frankl in Pa rish, LA None J W5 9 . -#3-M arathon Oil Co., Claibome P ar ish , LA A Royalty J W6 0 . -#4-Placid Oil Co., Wa rren County, MS None J W61 . ~5-Pu r su e Ene rgy Co rp (was She l l Oi l CO.) D Royalty J WRankin Coun ty , MS6 2 . -#6-US Trading Co., Madison Par ish & None J WRichland Parish, LA6 3 . -#7 -McGowan Work ing P a an e r s , Yazoo B Royalty J WCoun ty , MS6 4 . dS-Pennzene rgy (was Pennz o i l Exp & P rod None J WCo., Yazoo Co., MS6 5 . dg -TXP Op Co . , Yazoo Coun ty , MS None J W6 6 . ~10-Shell Western E&P , Lincoln County, None J WM S~7 . -#1 l-P ennz o il Exp & P rod Co, Yaz oo None J WCounty , MS68 . -#12-Petro-Hunt Bovina Fie ld, Warren Co., A Royalty J W

    1, Ingot: G~in Codes: A ~ $ 1 , 0 0 0 o r l e g s B =51,001 $2.500 C -52,501 - 55,000 D - - -~ ; 5 , 0 0 t - 5 1 5 , 0 0 0(See ~olumns B1 nnd D4) F =$50,001 - $100,000 O ~ $1 00,00 [ - $1,000,000 I t l ~ $ 1 ,0 0 0 ,0 0 1 - $ 5 , 0 0 0 ,0 (3 0 H 2 = M o re th anZ Vatu Codes J - $ 1 5 , 0 ( X l o ~ l e s s K ~515,001 - $50,000 L = 5 5 0 , 0 0 1 - $ 1 0 0 ,0 0 0 M -~ t00,001 -(Se~ Columns CI and D3) N = $ 2 5 0 , 0 0 1 - $ ~ O 0 , 0 (g l O -$500.001 - $1,0(gl,000 PI =51,000,001 - 55.000.000 P2 -.I;5,000,001.P 3 - 5 2 5 , 0 1 } , 0 0 1 - $ 5 0 . 0 0 0 , 1 ~ 0 P4 =M ore th an 550.000,000

    3. Value Method Codes O = A p p r a i s al R - , C o $ 1 ( R e a l E s t a t e O n l y ) S = A s . s e s ~ n c .n t T =Cash Ma rket(5cC o l u m n C 2 ) U =Bo~k Value V ~.h~a W -Estimated

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    FINANCIAL DISCLOSURE REPORT r~ .... f Pe r~ua Reporting Date of ReportP a g e 8 o f 1 1 Barbour, Jr., W i ll ia m H . 06/28/2010

    V II . INVESTMENTS and TRU STS - ~ .... ,..a~.o., ....t i o .~ a n a . d o , ,h o s , o I ~ r o . ~ o ~ , ~ ~ , ~ , h ~ U , ~ ; ,~ r r . ~ . ~ o o / ~ t ~ , ~ ~ . ~~ N O N E ( N o r e p o r t a b l e i n c o m e , ~ s e t s, o r t r a n s a c t i o m . )- A . - - - - - - ~ . . . . . . . . . . . C . ~ . . . . . . . . . . . . . . . . . . . . . .D~ip t l o n o f A~s lncom~ d~ing G r o s ~ v a l u e a l ~ n d T ra ns a c t ion~ d u r i ng ~ i ng ~ r~(including (~st a sse~ ) re~ rtlng p~ riod o[ reporting ~riod

    P[a~ (X) " a f t e x e a ch ~1 ~o~n t / Type (~ . g . , i Value ] Value Ty~ (e .g. , D a t ~ Valu~ Ga~ 4 I d ~ a l i ty o fexempt f iompda rd i~osuxe ~del [ dlv.,ren~ ~ ~e2 [ M~thod buy, sell, m m / d d / y y C~ 2 Codel buycr/~[l~(A.H) ~ o ~ i n t . ) ~ (J.P) 1Code3 , ~ d e m p ~ i o n ) J (JP) I(AI0 I ( i fpr ivate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [ ! /~o.w) .... ~ . . . . . . . . A ..... ~ ...... ~?~r) ....6 9 . #13-]~ fcoa t , Y~oo Co . , MS Hone J W7 0 . 414 -B~ xo i l , Cl ay Co . , MS A Royalty J W71 . -#15-ChevronU SA, Claiborne P ar ish , LA None J W7 2 . -#16-Coho Resources, Jasper Co., MS None J W7 3 . -#17 -Denbu ry On Sho r e LLC(was Denbu ry F Royalty L W Clark ,Lincoln ,Pike Co,Resources) Jasper Co) M S7 4 . -#18-D&S Oil & Gas, Claibome P ar ish , LA A Royalty J W7 5 , -#19-Devon Energy, Yazoo Co,MS,Bossier None J WParish, L7 6 . -#20+EOVI" Energy, Jaspe r & Smith Co., None J WM S77 . -#21-Ergon, Ma dison & Yazoo Co., MS None J W7 8 . -#22-Finn Oil, Cla iborne P a rish , LA None J W79. -#23-Hassie Hunt Explora t ion, Yazoo Co., A Royalty J WM S8 0 . -#24-J.P. Oil , Lincoln & Pik e Co., MS A Royalty J W81 . - #25-McGowan Work ing Pa r tne rs , Yazoo B Royalty J WCo. , MS82. -#26-Ma ra thon Oil , Cla iborne Parish, LA A Royalty J W83 . -#27-Shell Oil Co., Pike Co., MS A Royalty I W84 . -#28oSpooner Pe troleum , Jasper Co. , MS A Royalty .1" W85. -#29-St. Mary Land & Explora t ion, B Royalty K WClaiborne Par ish , LA

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    F IN A N C I A L D I S C L O S U RE R E P O R T I IIage 9 o f 11 B a r b o u r , J r . , W i ll ia m H . 06/28/2010V I I . I N V E S T M E N T S a n d T R U S T S .-income, value, transactions (Includes those of rpouse and dependent children; see pp. 34-60 of filing lnstrtzctions.)

    N O N E (No reportable income, assets, or transactions.)- A. F - B. c. D.

    Description of As.sets [ Income during Gross value at end Transactions during reporting period(including trust as.mts) ~_ reporting period of reporting period [--i~i . . . . i i~>I-- ~ ] [ . . . .

    Place "(X)" after each assct ]Amount Type(e.g., Value | V a l u e Type(e.g. I Date I Value , Gain | Idenlityofe x e m p t f r o m p r i o r disclosme C o d e t d i v . , r e n t , Code2 / M et h o d b u y , s e l l , [ m m / d d / y y ; C o d e 2 t C o d e I I buyer/sel ler( A - H , o r i n t . , (J-P, , C O d e 3 t e d e m p C . i o n ) / [ (J-P) (A.H) 1 ( i f p r i v a t e.... ~-w) .................................. . . . . . . . . . . . . , . . . . . .

    8 6 . -#30-Peanzenergy, Yaz oo Co., MS C R o y a l t y K W

    8 7 . -#31 Tecton Energy , LLC;Choctaw Co AL A Royalty J W

    8 8 . -#32 XTOEnergy, Inc B Royalty J W8 9 . LAND, Hum ph rcys Co . , MS (LLC) None N W

    (S ee Co lu mn s B I a nd D4 ) F =$ 50,001 - $ 100,000 G =$100,001 - $1.000,000 I I1 =$1,000,O01 - 15,000,000 H2 =Mor e t han $5 ,000,0002. Value C M ~ I =$15,000 or less K 1515,001 - $50.000 L ~$50.001 - $100,000 M ~ $|00,0~)l - $2-50,000

    (See Co lumns CI and D3 ) N -~250.001 - $500,000 O :$500,001 - $1 ,000,000 P I = $1 .0 00 ,0 01 . $ 5, 00 0, 00 0 P 2 = $5 ,0 00 ,0 01 -P3 ~$23.000.001 - $50,000,000 P4 =More than $50,000.000

    3 , V a lu e M e th od Cod e s O -Ap p ra isa l R =Cost (Real -Esta te Only) S =.A-sscssment T = C a s h M a r k e t(se e Co lum n C2) U =B ook V a lue V =Oth e r W =Estim a te d

  • 8/3/2019 William H Barbour Jr Financial Disclosure Report for 2009

    10/11

    F I NA NCI A L D I S CL OS U R E R EP OR T ~ a ~ , ~ o f P~o~ R . p o . l n , . t ~ . t e o f R e d o .Page 10 of 11 Barbour, Jr. , W ill iam tt . 06/28/2010

    VI I I. A D D I TI ONA L INF OR M A TI ON OR EX P L A NA TI ONS .VI I I

    Lines 20 and 21 show th e unso ld lo ts in my Res iden t ia l Subdiv is ion a t th e end o f th e r epo r t ing pe r iod w i th an e s t ima ted va lu e f o r tho se un~o ld lo ts on L in e 25 .The r e w i l l be no income p roduced by th e r ema in ing lo ts in inven to r y un le ss and un t i l th ey a r e so ld .Line 37 through 4 1 - This is a second IRA rollover account held at a broke rage house . I t was opene d af ter the pa r tia l sale of I st American stock that wa s made inth e f i r s t IRA ro l love r accoun t . I h ave a m oney m anage r w ho inves ts th is accoun t, thu s , it i s des ign a ted " IRA Managed Ro l love r " .Lines 42 through 55 - This is a th ird IRA account held at a brok erage h ouse. I t wa s opene d Janua ry 2005 with a tra nsfer of funds f rom IRA #2.L in es 56 th rough 88 - As I h ave no ted f o r s eve r a l yea r s , I may own o i l and g as in te r e s ts wh ich I in h e r i t ed o r ob ta in ed o th e rw ise and o f wh ich I h av e no r eco rds .Al l income-p roduc ing in te r e s ts h ave been inc luded in my r epo r ts . As le a s ing ac t iv i ty occu r s , I add th em to m y r epoa .Note : I mar r i ed dur i ng t he f i r s t si x mon ths o f 2009. Dur ing 2009 1 d id no t hav e i n fo rma t i on on t he a sse t s and l i ab i l it i es o f - - I and t he r e fo r e do no t be l i evethat I have to rep or t them. How ever , in 2010 we f iled a jo in t individua l income tax return and ! w ill repor t her assets and liabili t ies on my 2010 repor t.

  • 8/3/2019 William H Barbour Jr Financial Disclosure Report for 2009

    11/11

    FINANCIAL DISCLOSURE REPORT I N a m e o f P e r * o n R e p o r t in g Date of ReportP a g e 1 1 o f 1 1

    ] B a r b o u r , J r ? W i l l ia m H .06/28/2010

    IX. CERTIF ICATION.I ce r t ify t ha t a l l i n forma t ion g iv en above ( inc lud ing informa t ion pe r t a in ing to my spouse and mino r or dependen t ch i ld ren , i f any) i saccura t e , t rue , and comp le t e to t he be s t o f my know ledge and be l i e f , and tha t any in forma t ion not r e por t ed w as w i thhe ld because i t me t a pp l i cab l e s t a tu toryprov i s i ons pe rm i t ti ng non-d i sc losu re .I f u r t h e r c e r ti f y t h a t e a r n e d i ncome f r om ou t s id e e m p l oyme n t a nd hono r a r i a a nd t h e a cc e p t a nc e o f g i f ts w h i ch h a v e b e e n r e p o r t e d a r c I ncomp l i ance w i t h t he prov i s i ons o f 5 U.S .C. app . 501 e t . seq . , 5 U.S .C. 7353, and Jud ic i a l Confe r ence r e gu l a t i ons .

    NOT E: ANY INDIV IDUAL W H O K NOWINGL Y AND W IL FUL LY FAL SIF IES OR FAIL S T O F IL E TH IS R E POR T M AY BE SUB JE C T TO C IV ILAND CRIMINAL SANCTIONS (5 U.S.C . app . 104)

    F I L I N G I N S T R U C T I O N SM a i l s i g n e d o r i g i n a l a n d 3 a d d i t io n a l c o p i e s t o :

    C o m m i t te e o n F i n a n c i a l D i s c l o s u r eA d m i n i s tr a t i v e O f f i c e o f t h e U n i t e d S t a t e s C o u r t sS u i t e 2 - 3 0 1O n e C o l u m b u s C i r c le , N . E .W ashington, D.C. 20544


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