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RH. J/2004
Repo1't Requi1·ed by the Ethics FINANCIAL DISCLOSURE REPORT .in G<>vernment Act of l '.>78
FOR CALENDAR YEAR 2004 (5 LS.C. app. §li 101-11 I)
Pt:r on Reporting tlA t ruunc. Fir l narTI!:!. \{aidle initiof,
Barbier, Carl J
° Court •lf Organiution
U.S. District Court, E.D. Li. 5/15/2005
.; Titk f..\rticlt: 111 Judge> imlicak a!:tive or ,;cni1Jf status:
!lldgl trak ju<l c:' indicu1:; fuii- 1)f part-tjmc·i
U.S. Di trict Judgc-Actiw
5. ReportT pe ( cht:ck apprnpriak hpe i
Date
Qln1t•;i! Q FT!1cd
6. Reporting l' riod
111/2004
1213112004
7 Ch unbers ur Otlice .-\<ldrc:-;.-;
500 Poydras Strt:t:t
NewOrlearu;, L..\. 70130
8. On the basis of tilt! information contained in this Report and <Ul\
m•l<lifications pt;rtaining thcrch>. it i;. m m) 1>pinion. in compliance
with ctpplicabh: !dw; and regulations.
Date
.· ·, ·. --· .--. .. IMPORT ANT NOTES: The instructions accompanying this form mm,'! bt: followed Complete all parts. cht:cking the NONE box for each part
I. POSITIONS. ! Rcp1)1ting im!J\idual mily. """pp 9-!3 of tiling mstruction;;i
0 NONE - (:\o rcp•lrtabk p1>.>ition;; i
POS!Tl01\ "iA.:\.1£ OF ORGA"i!ZATIO\ · E>:TJTY
I. Mt:lllbt:r, Board of Directors · Loyola Liw Alumni Association
2. Mt:lllbt:r,BoardofDirectors Ft:dt:ral Bar A:lsoc.-New Orleans Chapter
3. Membt:r,ExecutivcCommittt:t: Sl Thomas More Inn of Court (Loyola Liw School)
4. Member, Board of Directors New Orleans Bar Association .· i?!=·
r:::....,,......... ,... --- £"';1;:.-;;: :.1:: c.:; !>- '"').,.·..- __,•. i...: .<..':.- r-v tG'C .��1
r··, �'�- V:c:·,.. . "'i"Jf -r;·.:....fR p.>rting ind.ivitlua.1 onl : ;; pp. 14-J;; •)niling in tructi0n..-<; ·· ·-·><;..;JI. AGREEl'vfENTS. · 71 ff� J
NONE - (\urt:portabkagrccm nL,.) , c ·:·,r.4 �n
PARTIES .-\1\D TER\JS
'iame of Pcf l)n Ri:pc'rting
Barbier. Carl J
FINANCIAL DISCLOSURE REPORT
5/1512005
III. NON-IN\lESTtvfENT INCOivffi.(Rcpo1ting individual and :>pou:>c See pp. J 7-2-1 otliling in>lructi1msi
A. Filer's Non-Investment Income
0 N 0 NE !S.; reportable n1m-imesunenl inc•imc.)-
UROSS f'\CO\fE
l.
B. Sf)Ouse' s Non-lnYestment Incomtifyou wt:rc married during any portion of IM n:porting y.:ar, plca..<e compkt.t: this :>t:etion. Dollar amount not required except for honoraria.)
0 NONE (>i1l reportabk non-inv,,-;tmcnl incL>mc.) -
SOCRCE .-\'iD TYPE
L
IV. REUvIB URSEl'vfENTS-- transportati•m lodging. fo•l<l. "m=irunent.
(Jncluili:o tlwse to ;;pouse and dependent children. Sec pp. 25-27 ot ill>tructinn:;.)
D N 0 NE
SO! RC'E
- ("<o such rcpunabk rcimbur-;cmcnh. "!
DESCRJPT!O'\
l. F t:deral Bar Association FBA Mid-Year Met:ting ,Washington. D.C., 04101-04104!04 (Transportation, lodging. food)
2.
J.
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Barbit:r, Carl J
DESCRIPT101'
Date <>f Rt:port
5/15/2005
:\am:: or P::r<c>n Repllrting FINANCIAL DISCLOSURE REPORT
V. GIFTS. ( lnc!udcs th1»c tn '°P''u"" and dt:p"'1dt:n1 dli!dr"11. S:::: pp. 28-.3 l of in,:tructi•.l!l>.)
SOl 'RCE
].
VI. LIABILITIES. (Include:; tho. :: or :;pousc and dt:pc-ndcnt childrt:n. St:t: pp. 32-3-1 of iru,tructil)n;;. \
NONE (:\;) ri:pnrtabl,: liabilitii;:;,;) -
CREDITOR DESCRIPTIO'." \".UJ.:E CODE
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FINANCIAL DISCLOSURE REPORT Dai.: •>f Report
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I. DN BankBo.."ton N.A (CD)
2. U.S.Tn:asury Zero Strips
3. Sou.Calif Edison Fin."t&R.dMtg Bonds
4. Mountain States Td & Td.,graph (Bonds)
5. New England Tel & T eleg (Bonds)
6. Kansas Gas & Eledric Co (Bond)
7. Nortlnwst.:m Bt:ll Tel Co (Bonds)
8. Bt:ll Telephorn: Co of Pa (Bond)
9. Mountain Stat..s Tel & Td"g (Bonds)
10. GTE South O.,bcnturo (Bond)
11. Florida Power Company (Bonds)
12. Potomoc Electric Power Co (Bonds)
13. ITT Corp Sr.Debenture
14. Gen..ral Foods Corp(Bonds)
I 15. Kerr McGt:t: Corp (Bond)
16. Teon. Gas Pipeline Dt:bt:ntun•
117. Unit.:d Airlines lnc.(Bond) I
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18. A.t\fR Corp. (Unsee. Nott:S) Interei.1 J
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19. NM Ford Motor Cdt Co.(Bond) Interei.1 J T
20. USX-Marathon Grp Dt:b B Interest T
21 Connnonwealth Edison Co(Bond) Interei.1 J T
zz. Scru. Calif. Edison (Bon.h) A lntcn:st Oli26 A
23. Sou.Cal.Edison First & Rt:fMtg. Bonds B lntereo.1 redemption Ol/26
24. Sou.Calif Edison FiTh"t&RefMtg Bonds B Interest redemption Ol/26 A
Anheuser Busch Nott:s Apr 01 2018 B Interest T Buy 07i06
26. NM Bank ofNY BE Interest J T Buy 10/12 J
27. Anheuser B11:>ch Cos Inc Notes Mar 0 l 2019 T Bur 08/ll
28. Duke Capital Corp. Global Nott:S c lntere:.1 T
Z9. Ford Holdings Inc Dt:b Intereo.1 J T
30. El Paso Nat. G-dS (Bond) J T
31. Coca Cola Ent Dt:bentures Feb 0 I 2022 B Interest J T
32.
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Coca Cola Ent. Inc. Debentures Sep 15 2022
B
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3-k Utilicorp United, Inc. (Bond) Interest J T
35. USX Marathon Grp Debentures Mar OJ 2023 c Interest L T Buy I
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36. Anheust:r Busch Cos Inc Bonds May 15 2023 Inter....-t T Buy 05/11
37. Chesapeake & Potomoc Tel Co Debentures May 0 I B T2023
38. U.S. W.,,,'t Comm. Debenture B lnterei.'t T
39. Gen Motors Corp Global Bds July 15 2023 A J T Buy 12/09 J
40. USX Marathon Group Ddxmtun::s Jui)· 15 2023 B T
1. Wisconsin Puhl Serv (Bond) A lntere..'t 1 4
42. AtL City Elt:e Co First & Ref (Bond) B
43. Ark Pwr & Light Co. (Bond) Oct 0l 2023 A Interest
44. Southt:m Union Co. Debentures A Interest
45. Time Warner Cos Inc Debt:ntun:s B lntere..'t
Virginia Elec & Pwr Co.(Bond) A Interest46.
47. Wisconsin Bell Inc. Debentures B Interest
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48. New Jersey Bell Tt:l. Co Deben A
49. Illinois Bell Tel Co Debentures A
50. Southern Cal Edison Co (Bond) A
51.' Texas Utilities Elec Co First Mtg Bonds B
52. Citizens Utilities Co Notes c Interest
I 53. Burlington Resources Inc Debentures B lntere..'t
R..w:mption 01/20 J A
R..w:mption 05/13 A
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Pac. Gas & Elt:e. Co First & Ri:f Mtg
Brii.1ol Meyers Squibb Dt:ben Nov 15 2026
Hydro Quebec Dt:b St:r GQ MBLl.-IBC
Phillip Morris Cos Inc Dt:bt:nturt:s
GTE Calif Inc Dt:bt:rrtures May 15 2027
Hen;hey 'Foods Corp Deb
Sears Roebuck Accept Dt:ben
GTE Florida (Bood)
Bell Atlantic Corp Deben
GTE Corp Debentures Apr 15 2028
Unocal Corp Debentures
Bell Atlantic Penn Boods
llnion Oil Co of Calif Senior Notes
Amt:rada Hess Corp Bonds Oct 0 I 2029
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FINANCIAL DISCLOSURE REPORT
Page 5of9 Barbier, Carl J
VI1. INVES TN1ENT s and TR us Ts -- L O('lTIC. ,._,,:,-'"- t! •k SC3'.J0ns 'mclu,its L »><- c-! tht .<p<-u't an:l 1t;x:ntlcc.t duld!tr.
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72. Dow Cht:mical Co Bonds Nov 01 2029 B lntere;,1 T Buy Oli21
Wal Mart Stores Bonds c Interest L T73.
74_ Dominion Res Cap TR III Cap Si:curities B lntere;.1 T
Texaco Capital Inc ]).,b.:ntun:s A lntere;,1 J T
Florida Pcmi:r & Light ht Mtg Bonds A .lntcn;:,--t J T76.
n Merrill LJnch Basic Vala.: Fund, Class A A Dividt:rul J T
78. Merrill Lynch Basic Valut: Fund-Cl B A Dividend T
79_ Mc:rrill Lynch Bank USA RASP (Money Market Acct) A lntere;.1 J T
Mc:rrill Lynch CMA T ax-faempt Fund A80.
81- E. Baton Rge _ La. New Pub Hsg Auth Aug 0l A 04(muni bond)
La. Pub fa: AT HSP RV REF (muni bond) B82.
83. Jeff Parish La &r A Rfdg &pt 0 I 06(muni bond) A
84_
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La St Ser A Rfdg (muni bond) A
E.Baton Rouge Prsh La. New Puhl Hsg Auth AugO I A 08(muni bond)
L1 Pub Faes Auth Hosp Rt:v R!i:lg Oct_ 01 08 (muni A bond)
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R.:g Tran Auth La Sal.:s T x R.:v (muni bond) A87.
La_ Stad-Expo Di:.1 Htl OTS Rt:v (muni bond) A88.
Dividend J T
Intere..1 Rt:dt:mption 06/0 l J A
lntere;.1 Rt:demption 1110 l A
lntere;.1 J T
Interei.1 St:U 08/18
lnh:re..1 T
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La Pub Faes Auth Hsp Rv Womans Hp(muni bond)
Ascension Prh La Prhwide Sch Dii.t Mar 0I 10 (muni bonds)
Akxandria La Utils Rt:v Ser B (muni bond)
Orli:ans Par La Phwide Sch Di t St:pt 0 I 1 0 (muni bond)
SbrC"V"P"f'l l...a Wtr & Swr Rev Ser B Dec 0 I 10 (muni bond)
N.:w Orleans La EH.A HTL Rv Jan 15 11 (muni bond)
St. Tammany Prsh Wide Sch No.12 Sc:r A Mar 01 11 (muni bond)
Ascension Par La Pwde Sch Dist (muni bond)
St. Tammany Prsh Wide Sch Di.st 12 Sc:r A Mar 01 l2(Muni Bond)
Texas A&M Univ Rt:vs Fing Sys May 15 12 (muni bond)
Louisiana St Ser B Aug 0 I 12 (muni bond)
Orleans Par La Sch Brd Sc:p 01 12 (muni bond)
LaPubFacsATRVGenNovOl 12 (munibond)
Jelf Prsh La SB Sls&Use Tax- Ft:b 01 13 (muni bonds)
La. Pub Faes AT RV HlthFacs A Rt:fJun 01 13 (muni bond)
Shr.,wport La Wtr-SwrRv Sc:r B Dt:c 01 13 (muni bond)
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107. La Pub Fae AT HSP Rev Ser A Nov 01 14 (muni bond)
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5/15/2005Barbier. Carl J Page 7 of 9
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109. Li Pub Faes Auth Rev Gt:n NQv 01 14{muni bond) A
110. Lafuyen.: Lt Pub Impt Sales Tx (muni bond) A
111. NewOrleansLaHomeMtg JunOI 15(munibond) A
112. La. St Ofu Fe Cptl Cmph PO-Ser A M11r 01 16 (muni A bond)
113. Jeff Par La Hosp Svc Dt 2 Rv (muni bond) A
114. T em:bo!IIll: Prh Hsp Svc Dt No. l fu--p R v Rf Apr01l 7(muni bond)
A
115. La Pub Fcs At Rev Tulane Univ A-1Nov15 17 (muni bonds)
A
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lntt:r.::,1
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J T
J T
Redemption 05103 A
J T
K T
Redempton 10/19 A
J T
J T
Bossier City La Pub Impt Sis Use-TxRv Rf A lntt:rei.1 J T116.
1 117. Jefierson Parish La Hosp Svc Dt ttOO 1 Rev A A09/24Interest Redemption
118. EBR Parish La Salt:S'-UseTx Feb 0120 (muni bonds) B
119. Jeff Parish La Sch Brd Sls-Ta..'i: Rv Mar 01 20 (muni bonds)
A
120. Coppell Tex Indpt Sch Dist. R!Clg Aug 15 20 (municipal bond)
B
121. Calcasieu Ph La Pub Tr AT Std 1se Rev May 0 l 21 (muni bd)
B
Calcasieu Parish La SD ,,33 Pub Sch Impt Jul 15 21 A (muni bd)
122.
Bossier Parish La Sales & Use Ta"'\ Jul 0 l 21 B123.
-1 Harris Coty TEx Toll Rd Rev Aug 15 21 (muni bond) B
112 .
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Orleans Prsh La Prhwde Sch Dii.1 Ser A Sep 01 21 B lntt:re:.1 Tl 125. (muni bd)
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FINANCIAL DISCLOSURE REPORT Dat.i: 1)f R<ep•>l1
Page 8 of 9 Barbier, Carl J
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E&"t B.R. Par Li Sales Use T a'i'. FGIC Feb O I 22 T Buy 06/01 (muni bd) I
126.
127. N.O. Ui Pub lmpt Ser A Dec 0l 22 (muni bond) Interest J T Buy 05/14
128. Jellerson Ui Sales Tax Dt Spl Sis Tax Dec 01 22 (muni bond)
B T
129. St Chas Par La Env Rev Ui Pwr & Lt Co Ser A Mayol 23 (muni)
Intert:>"t J T
130. Emc:st Moria! N.O. La E:di Jul 15 25 (muni bond) A T Buy 09/20
131. Louisiana Pub Faes Auth H -p Rev A Rii:lg Jul 01 25 A T
132. State Colleges & Univ Ui Lease Rev Univ St:p 01 26 B lntt:rt:>"t T
133. Louisiana Pub Faes Auth Rev Tulane A Jul 01 27 (muni bond)
A J T
134. Ernest N Morial-Ne\v Orleans u Exhb Hall AT Jul 15 27 (muni)
A Interest J T
135. Monroe .Ui Sales &. Use Tax Rev Ser A Jul 01 2 7 ,.\ T Buy l l/02 L
136. Li Pub Fcs AT REV Tulane Univ Ui A Nov 15 27 J T Buy 04/27
137. La Pub FacsAuth Rv Rf.Dillard Feb 01 28 ,.\ J T 10/20 J
138. Jc.ffPrh Ui Hsp Svc Dist #2 H°"l' Rev Jul 01 28 B T Buy 04/06
139.
140.
Louisiana LCL Gvt Enviro FC CDA RV T i::ch Jul 01 28
La St Gas & Fuels Tax Rt:v Ser A Jun 0 l 3Z
B
A J
T
T Buy 07/26
141. Louisiana Pub Faes Auth Rev Tulane A Ju 01 32 {muni bond)
c lntert:>"t L T
Calcasieu Parish La Pub Tr AT STD LSE REV May 01 33 (muni)
B Interest T
143. Greater New Orleans Expwy Commn Ui RV Nov 0 l 33 (muni)
B T
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FINANCIAL DISCLOSURE REPORT Dah: »f R po11 :\am:: 1>[ P::rson Reporting
Barbier, caru 5/15/200:5Page 9 of 9
B. D.
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144. Merrill Lynch Bank lfSA RASP (money market) Interest J T
145.
146.
Mountain States Tel & T eleg Aug 0 I 0 7 Dt:bcnture (Bond)
GTE South Debenture Feb 15 08 {Bond) J
T
T
147. Transamerica Finl Corp Dt:bmture (Bond) Redemption 1 Jil5 J
148. COO)= Tin:&. R.ublxor Co Nott:3 D= 15 19 (Bond) A J T
149. Potomac Elec. Power Company (bond) Redemption 0412 7 J
150. Phillip Morris Cos Inc Dt:bcntures Jan 15 27 (Bonds) B T
151.
152.
153.
154.
Citigroup Capital XI Trust Ptil Secs Cum Sep 27 34 (Bonds)
Merrill Lynch Basic Value Fd Cl A (stock mutual fund)
Merrill Lynch Basic Value Fd Cl B (stock mutual fund)
Brandywine Fund (stock mutual fund)
Interest
Divich:nd
Dividend
None
J
J
M
T
T
T
T
Buy l l/09 J
155. Strong Common Stock (stock mutual fund) D Distribution L T
156. Strong Short Term Bond Fund (bond fund) Dividend J T Sell(partial 2004 A
157.
158.
Vanguard Ttl Stk Mkt Index Fund
Vanguard Prime MM Fund
c
A
Dividend
Dividend
N
J
T
T
Div Rt:invest
Sell(partial
2004
2004
J
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159.
160.
Vanguard GNMA Fund
Hibernia National Bank (checking & savings accts)
B Divich:nd T
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:\an1" »tPt:r>un RcpL>nu1g Date ,,f Report
Barbit:r. Carl J 511512005
ADDITIONAL INFORl'vIATION OR EXPLANATIONS ·!!lJ<Cidcpiutc,fR ;A'H•
Fl ANCIAL DJSCLOS:URE REPORT
VIII.
0:amc of Person R.:pc,rting �FINANCIAL DISCLOSURE REPORT
Barbier, Carl J 5/15/2005
IX. CERTIFICATION.
I certif)" that all information given above ( including information pertaining to my spouse and minor or dependent children, if any)· is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure.
I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of5 U.S.C. § 501 et. seq.,5 U.S.C. § 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL 0 KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on Financial Disclosure
Administrative Office of the United States Courts
Suite 2-301
One Columbus Circle, N.E.
Washington, D.C. 205-14