jo fnancial disclosure report report required … · c. d. de sciption of . assets . jnc ome d . u....

POSITION NAME OF ORGANIZATION/ENTITY

C"J (") r - -.,

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' ;-;

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Report Required by the Ethics FINANCIAL DISCLOSURE REPORT AO JO in Government Act of 1978 Rev. 112006 FOR CALENDAR YEAR 2005 (5 U.S.C. app. §§ 101-111)

1. Person Reporting (last name, first, middle initial) 2. Conrt or Organization 3. Dale of Report

Barbour, Jr., William H U. S. District Court 07/14/2006

4. Tille (Article llJ judges indicate active or senior stains; Sa. Report Type (check appropriate type) 6. Reporting Period magistrate judges indicate full- or part-time) OI/01/2005

Nomination, DateD to District Judge, active D Initial Annual D Final 12/31/2005

Sb. Amended Report D 7. Chambers or Office Address 8. On the basis of the information contained in this Report and any

modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. 245 E. Capitol St., Suite 430

Jackson, MS 39201

Rev!ewing Officer Dale

IMPORTANT NOTES: The instructions accompanying thisform must be followed. Complete all part.\; checking the NONE box for each part.whereyou have no reportable information. Sign on fast page,

I. POSITI 0 NS. (Reporting indhildual only; see pp. 9-13 o/in.<tructions.)

NONE (No reportable positions)

I.

2.

3.

4.

CJ c:::>5. c.:.::;:> . , .

rn (")

c.; r-

c_.;::.=..:: c.: :'.>

II. AGREEMENTS, (Reporting individual only; .<ee pp. 14-16 of instructions.)

NONE (No reportable agreements.)

PARTIES AND TERMS

:1.) :: .. . :: p·; ('')

('.:) :::... -;·tr-

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< rn 0

I.

2.

3.

SOUR.CE

3.

FINANCIAL DISCLOSURE REPORT

of14

Name of Person Reporting

Barbour, Jr., William H

Dale of Reporl

07/1412006

Ill. N 0 N-INVES TMENT IN CO ME. (R_epnrting individual and spou.<e; see pp. 17-24 of instructions.)

A. Filer's Non-Investment Income

BJ NONE (No reportable non-investment income.)

INCOMESOURCE AND TYPE (yours, not spouse's)

I.

2.

3.

4.

s.

B. Spouse's Non-Investment Income - I/you were married during any portion of the reporting year, complete thi• section.

(Dollar umuunt nut required e.xceptfiJr hmiururiti.)

BJ NONE (No reportable non-investment income.)

AND TYPE

I.

2.

3.

4.

s.

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment.

(Includes those'" spouse nd dependent children. See pp. 25-27 ofin. tructiom")

(KJ NONE (No reportable reimbursements.)

SOURCE DESCRIPTION

I.

2.

4.

s.

FINANCIAL DISCLOSURE REPORT of14



V• GIFTS. (lndude.t tho.te to spouse and dependent children. See pp. 28-31 ofinstructiQn.t.)

[R] NONE (No reportable gifts.)

SOURCE DESCRIPTION

I.

2.

3.

4.

5.

VJ. LIABILITIES. _ (Ind da those of.<p u.te and depe11dent chUdren. See pp. 32-34 ofinstruction.<.)

[2U NONE (No reporiable.liabilities.)

CREDITOR DESCRIPTION

I.

2.

3.

4.

5.

Dale of-Report

07/14/2006

VALUE CODE

T

w

(2) (I)

Dale of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT

of14 07/14/2006Barbour, Jr., William H

VII. INVESTMENTS and TRUSTS - income, value, transaction.• (include.< those of the spouse and dependent children. See PP· 34-57 of filing instructions)

D NONE (No reportable income, assets, or transactions.)

A. B. c. D.

Description of Assets lncome during Gross value al end of Transactions during reporting period (including lnlst assets) reporting_period reporting period

(I) If not ex.empt from disclosure (2) (I) Place "(XJ" after each asset Amount

exempt from prior disclosure Code I

(A-H)

I. OWNED BY.WILLIAM IL BARBOUR, JR.

Type (e.g.

div .. rent,

or int.)

Value

Code 2

(J-P)

Value

Method

Code3

(Q-W)

Type (e.g. (2) buy, sell, Date merger, Month -redemption) Day

(3) (4) (5) Value Gain Identity of

Code 2 Code I buyer/seller

(J-P) (A-H) (if private

transaction)

2. STOCKS, BONDSAND BANK ACCOUNTS

3. Yazoo Northwest (common) A Dividend J u

4. AmS!>uth (common) F Dividend P l

S. Mobil Oil (common) A Dividend J T

6. Belmont Lodge (common) None K

7. Citibaµk Deposit Program-formerly SB Money Funds

A Dividend K T.

8. Miss. Cap. Imp. Bonds B Intere t L T

9. Capital World Growth and.Income Fund A Dividend K T

10. Europacific Growth Fund A ·Dividend K T

11. Income Fund of America B Dividend K T

12, New Perspective Fund A Dividend K T

13. Compass Capital III - Preferred Stock B Dividend K T

14. Miss. LSE Rev. - Bonds A Interest K T

IS. Miss. Dev. BK- Bonds B Interest L T

16. Miss. Cap. Imp. - Bonds B Interest L T

17. REAL E STATE (Items 18-22)

I. Income Gain C:OOC.: A=Sl,OOOorles. 8=$1,001-$2,500 c=$2,501 -$5,000 D =$5,001 -$15,000 fi=$15,00l -$50,000 (See Colurms BI and 04) F=$50,00l -$100,000 G=SI00,001-$1,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000,000

2. Value Code& J =$15,000 or le&& \(:=$15,001 -$50,000 L=SJ0,001-$100,000 M =$100,001 -$250,000 (See Columns CI and 03) N=$250,001-$500,000 0=$500,001-$1,000,000 Pf=Sl,000,001-$5,000,000 P2 =$5,000,00 I -$25,000,000

3. Value Method Codes P3 =$25,000,001 -$50,000,000 R =Cost (Real llstate Only) P4 ore than $50,000,000 T =Cash Market (See Column C2) Q=Appraisal V =<lther s =Assessmenl

U =Book Value W=l!slimated

(2)

E

JJ;

w

Ii Lot

A. B.

(I)

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT 07/1412006Barbour, Jr., William H ofl4

VII. INVESTMENTS and TRUSTS -income, value, transaction.• (include.< those of the spouu and dependent children. see PP· 34-57 of.filing 1n.wucrinn.<J

D NONE (No reportable income, ·assets, or transactions.)

C. D.

De scription of Assets Jnc ome d u ring Gross value at en d of Transactions during reporting period (inclu ding trust assets) reporting period reporting period

If not exempt from discl urc(I) (2)(I) Place "(X)" after each asset Am ou nt ValueVa lue Type (e.g. (5)(3) (4)Type (e.g . (2)

exempt from p rior disclosure Code J div .. rent, Code2 Method buy, sell, Date Value Gain Identityof

(A-H) or inL) (J-P) C<;>de3 merger? M onth- Code2 Code I buyer/seller

(Q-W) redempti on) Day (J-P) (A-H) (if privat e

tra n s action)

18. Land #I, Y o County, MS

19. Land #2,Yazoo City, MS - 1/2 interest

20. Land #2, Yazoo City, MS remaining interest

21. Residential Subdivision #I (See exp!. Section VIII)

None

None

None

L

-K

K

N

w

w

w

B(2) =Timber Sale

(See note)

22. ubdiv#l: Lots less (See Note)

23. I1'1DIVIDUAL RETIREMENT ACCOUNTS (Items 23-60)

24. IRA Rollover Acct-Brokerage Account #I (24 - 34)

25. -BellSouth (common) A Dividend K T.

· 26:. -AmSouth (common) D Dividend N T

27. -Irvine Sensors (common) Sell 01/05 J

28. -Goldman Sachs Capital Fund A Dividend K T

29. -Pioneer Growth Oppor Fd A -(was Amsouth Small Cap)

None K T

30. -Citibank Deposit Program A Interest J T

31. -Seligman New Tech Fund A Dividend J T

32. -Bank of America (common) A Dividend K T Buy more 01105 J

33. -Johnson & Johnson (common) A Dividend K T Buy more 01105 J

34. -Microsoft (common) A Dividend J T Buy more 01105 J

I. Income Gain Codes: A=$1,000orl= 8=$1,001-$2,SOO c=$2,501 -$5,000 0=$5,001-$15,000 ll=$15,001 -$50,000 (See Column& BI and D4) F=$50,00l -$100,000 G =$100,001 -$1,000,000 HI =$1,000,001-$5,000,000 H2 =More than $5,000,000

2. Value Codes J=$15,000 or le&& K =$15,001. -$50,000 L=$50,001-$100,000 M =$100,001 -$250,000 (See Column& Cl and D3) N =$250,001 -$500,000 0=$500,001-$1,000,000 Pl =$1,000,ooi -$5,000;000 P2=$5,000,00 I -$25,000,000

3. Value Method Code& P3 =$25,000,001 -$50,000,000 R =Cost (Real 1!&1ate Only) P4 =More than $50,000,000 T =Cash Market (See Column C2) Q=Apprai&al V=Other s=As&e&&rnent

U =Book Value W =Estimated

A

FINANCIAL DISCLOSURE REPORT Name Of Person Reporting Dale of Report

of14 Barbour, Jr., William H 07/14/2006

vn. INVESTMENTS and TRUSTS - income, value, tran .. action.v (include.• those of the .vpou.<e and dependent children. See pp. 34-57 of filing in.vtruction.v)

0 NONE (No reportable income, assets, or transactions.)

A. Description of Assets

(including trust assets)

Place 11(X)" after each asset exempt from prior disclosure

B. c. D. Income during Gross value at end. of Transactions during reporting period

reporting period reporting.period

. (I) (2) (I) (2) (I) Ifnot ex.empt from dii;closure Amount Type (e.g. Value Value Type(e.g. (2) (3) (4) (5) Code I div., rent. Code 2 Method buy, sell, Date Value Gain Identity of (A-HJ or int.) (J-P) Code3 merger. Month· Code 2 Code I buyer/seller

(Q-W) redemption) Day (J-P) (A-H) (if private transaction)

35. IRA Managed Rollover-Brokerage Accouilt #2 (35 - 61)

(See note)

36. -Dreyfus Liq.Assets A Interest Sell 01/05 J

37. -Time Warner, Inc. (common) None Sell 01/03 K

38. -Genentech, Inc. (common) None Sell 01/03 K E

39. -Amer International Group Inc. (common)

None Sell 01/03 K

40. -Amgen Inc. (common) ·sell 01/03 K DNone· ··

41. -Coca-Cola (common) None Sell 01/03 K

42. -Walt Disney Holding Co. (common) A Dividend Sell 01/03 K

43. -Gillette Co. (common) None Sell 01/03 K D

44. Home Depot Inc. (common) None .Sell 01/03 K c

45. -Intel Corp. (common) None Sell 01/03 K

46. -Johnson & Johnson (common) None Sell 01/03 K D

47. -Microsoft Corp. (common) None Sell 01/03 J

48; -Pepsico Ille. (common) Dividend: Sell 01/03 K D

49. -Texas Instruments Inc. (c mmon) None Sell 01/03 K B

50. -Wm Wrigley Jr. Co. (common) None Sell 01/03 K D

51. -Wells Fargo & Co. New (common) None Sell 01/03 J c

I. bicome Gain Codes: ·A =$1,000 or le&.& B l,001 -$2;500 C=$2,501 -$5,000 D=$5;00t-$15,000 1!=$15,001 -SS0.000 {See Columns BJ and 04) F =$50,001 • S.100,000 . 0=$100,001 -$1,000,000 HJ =$!,000,001 • Ss,000,000 H2 =More lhan SS,000,000

2. Value Codes .J,,Sl5,0ooorlCM K=$15,00I -$50,000 L=$50.001 -$100,000 M=S100;001 -$250,000 (See Colunms Cl and 03) N =$250,001 • $500,000 0 =$500,001 "$1,000,000 Pl =$1,000,Q«!I -$5,000,000 P2 =$5,000,00 I -$25,000,000

3. Value Method Code• Pl =$2S,000;001 • $50,000,000 R =Cost (Real &tale Only) P4 =Mole lhan$50,000,000 T=CashMarket (See Colunm C2) Q=Appraisal V=Otber s =A££e££meni

U =.Book Value · W=l!£timated

c

T

53. -B rkshire Hathaway.(comm n}

66. -#4-Placid Oil Co., Warren County, MS ·

(I) (I}

ame of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT


VII. INVESTMENTS and TRUSTS - income, value, transaction.• (include.• thn.<e of the .<pnu.<e and dependent childre.n. See PP· 34-57 nffiling imtructinns)


A. B. C. D. Description of Assets ln me during Gross value at end of Transactions during reporting period

(including trust assets) reporting period reporting period

(2)(Ji (2) If not c11.empt from disclosure Place "(X)" after each asset . Amount Type (e.g. Value Value Type (e.g.

exempt from prior disclosure Codel div,ren Code2 Method buy, sell, (A-H) orinl) C,ode 3 merger,(J-P)

(Q-W) redemption)

(2) Date Month-Day

(3) Value Code2 (J-P)

(4)Gain Code I (A-H)

(5) Identity of buyer/seller (if private transaction)

52. -Cisco Systems (common) None Sell 01/03 K c

None Sell 01/03 K D

54. -Dell, Inc. (common)

55. -IAC Interactive Corp (common)

56. -Merrill Lynch & Co., Inc, (common)

57; -Biogen Idec, Inc. (com mon)

58._-American Balanced·Fd CL A B

59. -Evergreen Asset Allocation Fd CL A A

60. -Washington Mutual Investors Fd CL A

61. -Citibank Bank Deposit Program A

62. OIL AND GAS INTERESTS (62 -92)

63. -#I-Marathon Oil Co. & Citgo, AClaiborne Parish, LA

None

Norie

None

None·

Dividend

Dividen

Dividend

. IntereSt

Royalty.

64. -#2-Sohio Pet Co., Franklin Parish, LA A Royalty

65. -#3-Marathon Oil Co., Claiborne Parish LA

A Royalty

L

M

M

J

J

J

J

T

T

.T

w

w

w

Sell

Sell

Sell

Sell

Buy

Buy

Buy

Buy

01/03

01/03

01/03

01/03

01/05

01/05

01/05.

'01/05

K

J

K

K

L

L

L

J

c

A

D

c

(See Note)

J wB Roya_lty

67. -#5-Shell Oil Co., Rankin County, MS B Royalty J w

68. -#6-US Trading Co., Madison Parish & A Royalty J .wRichland Parish, LA

I. Income Gain Codes: A=$1,000orless B =$1,001 -$2,500 C =$2,501 -$S,OOO 0=$5,001-SIS,000 E=$1S,001-S50,000 (See Columns BI and 04) F=$50,001-$1!>0,000 G =$100,00'1 -$1,000,000 HI=$1,000,001 -$5,000,000 H2 "'More than SS,000,000

2. Value Code!; · · ·J=$15,000 or less K=$1S,OOl -SSO,o00 l.=$SO,OOl -$100,000 M=$100,00l -$2SO,OOO (See Colull1115 C I and 03) N=$250,001 -$500,000 o =SSOo,ooi -s1 ,000,000 Pl =$(,000,001-$5,000,000 . P2 =$5,000,00 I -$25,000,000

3. Value Method Code& P·;l =$25,000,00J -$50,000,000 R =Cost (Real Estate Only} P4 =More than SS0,000,000 T =Cash Market (See Colunm C2} Q=Appiaisal

U =Book Value V=Oiber S= ent

W=Estimated

w

(I) (2) (2) (2 ). (3) (5)

FINANCIAL DISCLOSURE REPORT Name of Person· Reporting Dale of Report


VII. INVESTMENTS and TRUSTS - income, •alue, tran.•actions (include.• those of the !ipOU.<e and dependent children. See pp. 34-57 offiling in.<trudion.'<)


A. B. c. D. Description of Assets l"Qcome during Gross value at end of Transactions during reporting period

(includfog trust assets) reporting period reporting period

(I) lfnOt exempt from disclos.ure (I) Place ..(X)" after each asset Amount \ype(e.g. Value Value (4)'fype (e.g. exempt from prior disclosure Code I div, rept, Code2 Method buy; sell,

(A-H) or int.) Code 3 merger(J-P) (Q-W) redemption)

69. -#7-McGowan Working Partners, A Royalty J Yazoo County, MS

Date Value Gain Month - Code2 Code I Day (J-P) (A-H)

Identity of buyer/seller

( if private transaction)

70. -#8-Pennzenergy (was Pennzoil Exp & B Royalty J w Prod. Co., Yazoo Co., MS

71. -#9-TXP Op Co., Yazoo County, MS A Royalty J w

72. -#JO-Shell Western E&P, Lincoln A Royalty J w County, MS

73. -#I I-Pennzoil Exp & Prod Co, Yazoo None J w County, MS

74. -#12 Petro-Hunt Bovina Field, Warren. None J w Co., MS

75. -#13-Jefcoat, Yazoo co:, MS None J w

76. -#14-Bruxoil, Clay Co., MS A Royalty J w

77. -#15-Chevron USA, Claiborne Parish, A Royalty J w LA

78. -#16-Coho Resources, Jasper Co., MS A Royalty J w

79; -#17-Denbury Resoµrces)asper, Clark, A Royalty J w Lincoln & Pike Co., MS

80. -#18-D&S Oil & Gas, Claiborne Parish, A Royalty J w LA

81. -#19-Devon Energy, Yazoo Co,MS,Bossier Parish, L

A Royalty J w

82. -#20-EOTT Energy, Jasper & Smith Co., MS

A Royalty J w

83. -#21-Ergon, Madisoq & Yazoo Co., MS A Royalty J w

84. -#22-Fina Oil, Claiborne Parish, LA A Royalty J w

85. -#23-Hassie Hunt Exploration, Yazoo A Royalty· J w Co., MS

I. Income Gain Codes: A=$1,000 or le.. .8=$1,001-$2,500 c =$2,501 -$5,000 D=SS,001-$15,000 E=$15,00l -SS0,000 (SeeColu11U1&BI and04) F=SS0,001-$100,0QO G=$100,001-$1.,000,o0o HI =$1,000,001 -$.5,000,000 H2 =More than $.S,000,000

2. Value Code& J=$15,000orless K=$15,001.-$50, M=$100,00l -$250,000 000 L=SS0,001-$100,000 (See Column& Cl and 03) N =$250,001 -$500,000 0=$500,001-$1,000,000 Pl=$1,000,()(!l -$.5,000,000 P2=$S,000,001 -$25,000,000

3. Value Method Codes P3=$25,0oo ,001 • $50,000,000 R =Cost (Real lls1ate Only) ·P4 =More than $50,000,000 T =Cash Market (See Colunm C2) Q=Appraisal. V=Other S =A&..5.ment

U.=Book Value w=Estirnated

c


07/14/2006Barbour , Jr., William H of14

VII. INVESTMENTS and TRUSTS - income, alue, tran.<actinn.• (Include.< tho.<e of the .<pnu.<e and dependent children. See pp. 34-57 of filing in.<tructinn.<)


A. B. c.

lnc-0me uring Gross value at end of

reporting period reporting period

(I) (2) (I) (2) ·Amount Type (e.g. Value Value

Code I div, rent. Code2 -Method

(A-H) or int.) (J-P) Code)

(Q-W)

D.

Description of Assets Transactions during reporting period (including trust assets)

(I) Place "(X)" after each asset Type ( e.g.

exempt from prior disclosure buy, sell,

merger. redemption)

Ifnot ex.empt from disclosure

(2) (3) (4) (5) Date Value Gain Identity of

Month- Code2 Code I buyer/seller

Day (J-P) ( A-H) ( if private

transaction)

86. -#24-J.P. Oil, Lincoln & Pike Co., MS A Royalty J w

87. -#25-McGowan Working Partners, A Royalty J w Yazoo Co., MS

88: -#26-Marathon Oil; Claiborne Parish, A Royalty J w LA

89. -#27-SheU Oil Co., Pike Co., MS A Royalty J w

90. -#28-Spooner Petroleum, Jasper Co., A R,oyalty · 1 w MS

91. -#29-St. Mary Land & Exploration, B Royalty K w Claiborne Parish, LA

. 92. -#30-Pennzenergy, Yazoci"Co._, MS Royalty ·K w

93.0WNEDBY {Items 93-109)

94. Daimler Chrysler {common) A Dividend J T

95. Goodyear {common) A ,Dividend J T

96. Georgia Pacific {common) A Diviclend K T

97. Louisiana Pacific {common) A Dividend J T

98. Regions Financial Corp {was Union c Dividend M T Planters Bank{ {common)

99. Trustmark(common) A Dividend K T

100. General Motors {common) A Dividend J T

IOI. D.elphi Corp {common)· A Dividend J T

102. Electronic Data Sys ems (common) A Dividend J T

I. Income Gain Codes: A=$1,000orless 8=$1,001-$2,500 c =$2,501 -$5,000 0=$5,001-$15,000 E=$15,00l -$50,000

(See Columns BI and D4) f=$50,001 -$100,000. G=$IOO,OOl -$1,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000,000 2. Value Codes J =$I 5,000 ortess K =$15,001 -$50,000 L 50,001-$100,000 M=$100,001 -$250,000

(See Columns Cl and DJ) N =$250,001 -$500,000 0=$500,001-$1,000,000 Pl =$1,000,001-$5,000,000 P2=$5,000,001-$2S,OOO,OOO

3. Value.Melhod Codes

(See Column C2)

PJ =$25,000,001 -$50,000,000 ·

Q=Appraisal -!.!=Book Value

R =Coof (Real Estate Only)

V=Other

P4=More than $50,000,000 S= eni W=Cstii:na,ted

T=Cash Market

w

(1) (2) (1) (1)

D.

(3)


of14 07/14/2006Barbo.ur, Jr., William H

VII. INVESTMENTS and TRUSTS - inc11me, volue, tran.<actian.< (in lude.< tht>.<e t>f the .<pou.<e a(id dependent children. See pp. 34-57 of filing in.<lructfon.<}

D NONE (No rgportable income, assets, or transactions_)

A. B. c. Des cription of As sets Income d uring G r oss value at end of (inclu ding tru s t as set s ) reporting period reporting period

Transactions du ring reporting period

(2) tfnot exempt from disclosure Place"(X)" after each asset Am ou nt Value Value Type (e.g. Type(e.g. (2) (5)(4)

exempt from prior disclosure Code l div., rent , MethodCode2 bu y, sell,

(A-H) or inL) merger,Code3(J-P)

rede mption) (Q-W)

Value GainDate

M onth- Code2 Code 1 (A-H)Day (J-P)

Identit y of

buyer/seller

(if private

transaction)

103. AmSouth IRA Cash Equivalent A Interest J T

104. Mineral Interests (105 - 109)

105. #I-Hughes-Parker Drilling, Yazoo · Co.,MS

A Royalty J w

106. #2- Mineral Interest,Choctaw Co., M.S A Royalty J w

107. #3-Mineral Interest, Grenada Co., MS A Royalty J w

I08. #4-Mineral Interest, Grenada Co., MS A Royalty J

109. #5-Mineral Interest, Various Counties, MS

A Royalty J w

110. INCOME BENEFICIARY TRUST# I (items no - 134)

· (See note)

111. Stocks

112. -AmSouth (common) B ·Dividend L· T

I13. -General Motors (common) A Dividend Sell 06/13 J c

114. -Georgia Pacific (common) A Dividend Sell 12120 K E

115. -Plum Creek Timber Co. (common) A Divid nd K T

116. -La. Pacific (common) A Dividend· K T

117. -Shering-Plough (common) A Dividend L ·T

118. -Chevron Texaco Corp. (common) B Dividend K T

119. -Merck & Co. (common) A Dividend J T

" I. ltlCt>mc Gain Codes: A=$1,000 or less 8=$1,001-$2 00 C =$2,SOI -$5,000 0=$5,00J .$1S,000 E=$1S,001-$SO,OOO (See Columns Bl and 04) F=$50,001 -$100,000 G=$100,00l-$1,000,000 HI =$1,000,001 -$S,OOO,OOO H2 =Mono 1han $5,000,000

2. Value Codes J=$ J 5,000 OT Jes& K=$15,001 -$50,000 L=$50,00l -$1<i0,000 M=$100,001-$250,000 (See Columns Cl and 03) .N =$250,001 -$500,000 0=$500,001-$1,000,000 PI =$1,000,00 I -$S,000,000 P2=$5,000,00 I -$25,000,000

3. Value Method Code& P3 =$25,000 ,001 -$50,000,000 R =C061 (Real E&tate Only) . P4 =Moie 1han$S0,000,000 T=Cash Market (See Colunm C."2) Q=Apprnisal V=Other S=A.sessment

U =Book Value W=ll&!imated

B

m

i

Dale of Reporl · Name of Person Reporting FINANCIAL DISCLOSURE REPORT

of 14 07/14/2006 Barbour, Jr., WiUiam H

VII. INVESTMENTS and TRUSTS - income, value, tran.factinn.t (include.< tho.ft of the .tpouu and dependent children. See PP· 34-57 of filing instructions)


A. D.

Desc-ription of Assets Transactions during reporting period (including lrusl assets)

If not exempl from disclosure P lace "(X)" after each assel Type (e.g.

exempt from prior disclosure buy, sell, merger

redemption)

B. c.

Jncome during Gross value at end of reporting period reporting period

(1) (2) (I) (2) Amount Type (e.g. Value Value Code I div"7 rent. Code 2 Method

(A-H) or int.) (J-P) Code3

(Q-W)

(2) (3) (4) (5)

Dale Value Gain ldentilyof

Month - Code 2 Code l buyer/seller

Day (J-P) (A-H) (if private

transaction)

120. -Coca Cola Co. Delaware (c ommon) A Dividend J T

121. -Motorola;Inc. (common) A Dividend J T

122. -Sprint Nex.tel (common) (incl Sprint Corp Series 1)

123. -Jennison Utility Fd (7/9/03 name change from Prudential))

124:·-Alltel Corp; (common)- ·

A

A

Dividend

Dividend

·Dividend

J

K

J

T

T

125. -General Electric (common) A Dividend J T

126. -Delphi Corp. (common) A Dividend J T

127. -Medco Heai,t4 Solutions, Inc. (Merck Spin off 8/03) (common)

128. -FreeScale senliconductor (common)

None

None

J

J

T

.T

129. -Bank of America A Dividend J T Buy 6/15 J

130. -Mineral Iriterests (131-134)

131. -Mineral Iriterest # 1 , Choetaw Co., MS A Royalty J ·w

132 .. -Mineral Iriterest #2, Grenada ·Co., MS

133. -Mineral Iriterest #3, Grenada Co., MS

A

A

Royalty

Royalty

J

J

w . .

w

134. -Mineral Iriterest #4 Various Counties, MS

A Royalty J w

135.

136.

I. Income Gain COOcs: A=$1,000ort055 B =$1,001 -$2,500 c =$2,501 -$5,000 0=$5,001-$15,000 E=$15,00l -$50,000 (See Column• Bl and D4) F=$50,001 -$100,000 G=$100,00l -$1,000,000 HI =$·1,000,0ill -$5,000,000 H2=More than $5,000,000

2. Vatue Codes J =$15,000 orl"" K=$15,001-$50,000 L=$50,00l -$100,000 M=SIOO,OOl-$250,000 (See Column• Cl and 03) N =$250,001 -$500,000 0=$500,001-$1,000,()()0 Pl =$1,000,001-$5,000,000 P2=$5,000,00 I-$25,000,000

3. V alu e Method Code& P3 =$25,000,001 -$50,000,000 R=Cost.(Real &late Only) P4 =More than $So,000,000 T=Ca<h Manet (See Column C2) Q=Appra.isal V=Other S=Asesoment

.U=BookValue w·=listimated

(I) (I)

[ l I I

(2)

(J-P)

Dale of Reporl . Name of Person Reporting FINANCIAL DISCLOSURE REPORT


VII. INVESTMENTS and TRUSTS - income, value, transaction.< (includes thou of the spou.<e and dependent children. See pp. 34-57 offiling in.<trudion.<)


A. B. C. D. Description ofAssets. Income during Gross value at end of Transactions during reporting period (including trust assets) reporting period · reporting.period

(2) (I) Place "(X)" after each asset Amount ValueType (e.g. Value Type (e.g.

exempt from prior disclosure Code I div rent. Code2 Method buy, sell,

Ifnot exempt from discltlsure

(2) (3) (4) (5) Date Value Gain Identity of

Month - Code 2 Code I buyer/seller

Day (J-P) (A-H) (ifprivate transaction)

(A-H) or int.) Code 3 merger. (Q-W) redemption)

137.

I. hi<;ome Gain COO..: A=$1,000orless 8=$1,001-$ c =$2,501 -$5,000 0=$S,OOl -$15,000 ll=$15,00I -$50,000

(See Colunm& BI and 04) f=$So,001-sioo,ooo · G=$100,00l -$1,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000,000 2. Value Codes J =$15,000 or·les• K=$15,00l -$50,000 .L=$S0,001-$100,000 M=$100,00l -$250,000

(See Colunms CI and 03) N =$2 SO,OOI -$500,000 0 =$500,001 - s1,000,000 PI =$1,000,0Q I - $5,000,000 P2=$5,000,00 I • $25,000,000

3. Value Method Codei; PJ =$25,000,001 -$50,000,000 P4 =Mono tha'n SS0,000,000 R =Coot (Real llstite Only) T =Cash Market (See Colunm C2) Q=APl'raioal V=Other s ;"Asseslimeni

U =Book Value W=llstimated

Line 110 -

FINANCIAL DISCLOSURE REPORT

of14



Date of Report

07/14/2006

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepartofReporL)

VIL

Lines 21 & 22 show the unsold Jots in my Residential Subdivision at the end of the reporting period with an estimated value for those unsold lots on Line 21. There will be no income produced by the remaining Jots in inventory uµless and until they are sold.

Line 35 through 61 - This is a second IRA rollover account held at a brokerage house. It was opened after the partial sale of 1st American stock that was made in the first IRA rollover account. I have a money manager who invests this account, thus, it is designated "IRA Managed Rollover".

Lines 62 through 92 - As I have noted for several years, I may own oil and gas interests which I inherited or obtained otherwise and of which I have no records. All income-producing interests have been included in my reports. As leasing activity occurs, I add them to my report.

is the trustee and beneficiary of Trust #1. The Mineral Interests listed at lines 131 through 134 are other fractional mineral interests under the same tracts that are listed on lines 105through'109 as assets not owned in trust.

.... 2(, 3/(J 0 (

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT


IX. CERTIFICATION.

I certify 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 ea med income from outside employment and honoraria and the acceptance of gifts which have been reported are in .compliance with the provisions of 5 U.S.C. apji. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations .

Signature

R FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL

FILING INSTRUCTIONS

Maii signed original and 3 additional c opies to:

Committee on Financial Disclosure Administrative Office of the United State8 Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544

jo fnancial disclosure report report required … · c. d. de sciption of . assets . jnc ome d . u....

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