I

Ao t0 I~. t/2oto

]
[

FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2009

Report Required by the Ethics

in Government Act of 1978

0 u.s.c, app. ~ lot-rio

IMPORTANT NOTES: ~e instruc~ion~ accornmnylne this form must be followe,t Complete all parts,
checMng the NONE box for ear.h part where you have no reportable information. Sign on last page.

I. POSITIONS. cR,~,,n,g i,.~i~,,a o,,i.,,: s,,m. ~-t3 ,,ffiti,,g

NONE (No reportable positions.)

POSITION
I. 2. 3.

NAME OF ORGANIZATION/ENTITY

5.

.:2;
I

I1. AGREEMENTS. (Rwom.~ ~.~a.,t o.~y; ~, ~ t4-t~ of filing instructions.) ....

~ NONE (No reportable agreements.) DATE
I.

"...PARTIES AND TERM~

Barksdale, Rhesa H.

FINANCIAL DISCLOSURE REPORT N.=, of r,,~o, R,~,= ~=~d=~ ~h=. H. Page 2 of 11

V.t, ot

III. NON-INVEST~NT INCOME. (~m.~ ~ .,~,po~; ~,, ~ ~z-u o~a~

A. Fliers Non-lnv~tment Income NONE (No reporeable non-inves~ent income.) ~ATE
1.

SOURCE A~ ~PE

(you~, not

2. 3. 4,

g. Spouses Non-lnves~ent Income -/f~o~ ~,, m=~ d~g any po~on of t~ r~poran$ year. 0~11~
(~llar amoum aot ~u~ed ~ce~for honor~la.)

N0~ ~o reportable non-investment income.) SOURCg AND

I. 2009 2. 3. 4.

~e Eye.day Gou~t - p~ ~ sal~

IV. REIMBURSEMENTS -,,o,,po,,.ao,.

(Includes thoat to spouse and dependent children," see pp. 2J-2 7 of filing instructions.)

NONE (No reportable reimbursemenCs.) S_S__QURCE

I.

DATES

LOCATION

PURPOSE

ITEMS PAID OR PROVIDED

2. 3.
4. 5.

FINANCIAL DISCLOSURE REPORT

Page 3 of 1 1 Barl~dale, Rhesa I!.

04/28/2010

NO~ ~o reportable gi~s.)

~CE
1. 2. 3. 4. 5.

DESCR~ON

NONE (No reportable liabilities.)

I. 2. 3. 4. 5. 6. 7. 8. 9,

USAA Citi Capital One Chase UBS First Commercial Bank

Credit Card Credit Card Credit Card Credit Card Credit Card Loan

J J None J M L

FINANCIAL DISCLOSURE REPORT Page 4 of 1 1

N
Barkadale, Rhesa H. [ 04/28/2010

VII. INVESTMENTS and TRUSTS - ~,co.+, ~t.., ,,.=oct., a.aa. ,~,e of ~ .~ ~,~,~ .~##~; ~,~ ~ ~o 0/~,., ~.~
NO~ ~o repomable income, ~sets, or ~a~actiom.)
& ~fipti~ of~sc~ (incl~ing ~st ~) PI~"(X)" ~ffer each a~et B. I~o~ during ~ng ~ Am~t T~ (*.~, [ Value , VaI~ T~ (e.g., ~te Value Grin IdentiW of ] C. D.

I.

4.

Pecan Lane Apts. Ltd (See section VIII)

Dis~bution

7. 8.

UBS Fin. Sty. Resource Mgmt Acct ---] IRA: UBS Fin. Srv. Rtmnt Mny FD

None None

J J

9. 10.
I1.

~ IRA: Amer. Fds Growth Fd of Amer. Mut. Fund C1 A

Dividend

12. 13. 14. 15. 16. 17. "~] IRA: UBS Fin_ Srv. R.tmnt Mny Fund None J T Amer. Fds. Growth Fd. of Amer. Mut. Fund A A Dividend Dividend None K J J T T T

cI A
~IRA: Time Warner, Inc. New, Cmn. Stk. (See Section VIII) Pickwick Group, L.P.

FINANCIAL DISCLOSURE REPORT Page 5 of 1 1

Name of Person Report~n~

D~te of Report

a.md~, ~h~. n. ~

~o~o

VII. INVESTMENTS and TRUSTS - i~,. ~,, ~,~ a.~.~ ~

NONE ~o reportable income, assets, or w~actiom.)
A. De~i~ of~ ~ ~ B. ~m dudng C. G~ ~ at ~d (t) Value C~ 2 (J-P) ~ (2) VaI~ Me~ C~e 3 (~ ~ D. T~nsacfio~ ~ng ~oing ~rlod . buy, sell, r~emption) ~ ~ ..... ~ C~e 2 ~ Code I ~yer/sller ~ction)

Place "~" a~er e~h ~et exempt flora prior discl~u~

~ 0) [ (2) ~Am~nt j T~ (e.g, ~ ~e Ij ~v., r~L (A-H) or Mr.)

19.

20. 21. 22. 23.

24.

Amer. Fds Inc. Fund of America CI A

Dividend

25.
26. ~ IRA: Amer. Fds Growth Fund of Amer. Mat. Fd. CI A A Dividend K T

:27.
28.
29.

30. 31. 32. 33. 34. "~] IP,.A: Time Warner, Inc. New, Cmn Stk. (See Section VIII) A Dividend J T

FINANCIAL DISCLOSURE REPORT

Page 6 of 11 o~n~olo

VII. INVESTMENTS and TRUSTS-~,~.,.,~..,,. .... t~st(~c~d~s~h~t~o~s~r~us~nddepend~tchi~d~e~$ee~p.34~6~fdingi~r~cd~)

NO~ (No repo~able income, ~sets, or ~fipti~ of As~ (including~t ~) Phc "(~" ~ each ~t xempt ~m prior ~scl~e [nco~ ~mg [ ~ng~fi~ A~unt Coda I Gr~s ~ afr~gp~od Valua Co~ 2 Value Me~ T~t (e.g., buy, ~1~, ~t ~ Valu~ Gain ~d~yy ~ C~ 2 C~ I . Identi~ of buy~/~ller

~ ,

I T~ (a.g.,
~., ~L

35. 36. 37. 38. 39. 40. 41. UBS Fin. Sty Invstmt Acct None J T

45. 46. 47. 48. 49.

Amer. Fds Balanced Fund CI A A~ner. Fds Capital Inc. Builder Fund CI A Amer. Fds Inc. Fund of America CI A Fist Commercial Bank Cmn Stk AIM Capital Dev. Fd CI A

B C D

Dividend Dividend Dividend None None

L L M L K

T T T T T Sold (part) 02/12/09 K

51.

Amer. Fds Capital World Gwth & [nc, Fd C1 C A

Dividend

53. 54. 55. 56.

57. 58.

-Zenith Equity -MetLife Su)ck Index -MFS Total Return -Fidelity VIP Eq Inc.
-BR Legacy LC Growth -L/S Small Cap

59. 60. 61, 62. 63, 64. 65. 66. 67. 68.

MassMutual Flexible Vaxiable Life Ins, -MML Equity -Oppenheimer Global Securities -Fidelity VIP Contrafund -T. Rowe Price Equity Income -American Funds Growth Income

None

-----I IRA.: Aim Basic Value Fd. Cl A "----] IRA: Aim Capital Dr. Fd. CI A

Dividend None

J J

T T

70. 71. 72. 73. 74. 75. 76. 77. 78. 79. 80. SI. 82. 83. 84. 85.

~ IRA: UBS Global Allocation Fd CI A ~ IRA: AIM Capital Dv. Fd. CI C ~ IRA: AIM Basic Value Fd CI A ~ IRA; AIM Capital Dv, Fd, CI A AIM Small Cap F_.qty FD CI A (See section VIII)

Dividend None None None None

J J

T T Sold Sold Sold (part) Sold 02/I 2/09 02/12/09 02/I 2/09 02125/09

DWS ILR~EF R.L Est FD Inc.

None

~ IRA: Amer. Fds Capital World Gwth & Inc. Fd. CI A ~ IRJk: Amer. Fd~. Balanced Fund C1 A "~] IR.A: AIM Moderate Allocation Fd CI A --"] IRA: Time Warner Cable Inc. Cmn Sd (See Section VIII) "----I IRA: AOL Inc. Cmn Stk (See Section VIII "--] IRA: Time Warner Cable Inc. Cran Stl (See Section VIII) ----] IRA: AOL Inc. Cmn Stk (S~ Section Vlll) AIM Mid Cap Core Equity Fd C1 A

A A A

Dividend Dividend Dividend None None None None

K K J J J J J K

T T T T T T T T Buy 02tl2/09 K Buy 0~J12/09 J

Dividend

FINANCIAL DISCLOSURE REPORT

~,~, o~,~,~o~ ~po,xt, g

Page 9 of 1 1

n=rk~d=le, Rh~, II. [

04/28/2010

VII. INVESTMENTS and TRUSTS - ~. ..... t... ,..~.c~... a..t.~-~

NONE ~o reportab& income, ~se~. or ~a~actions.)
A. ~fiption of A~ (including t~st as~) B. lnco~ dunng ~ng ~ [ j C. G~ss value at ~d of ~o~ng ~ [ D, T~ctio~ d~ng ~o~ng

Pl~e"~)~aere~et
exempt ~om p6o~ di~lo~re

~unt[ T~(e.g.,
U~e I div., ~n~

Value [Value
C~e 2 JMe~od

! I

T~(e.g.,
~y, ~11,

} Date I Vduc G~in

]m~d~

la~ityof
buyerfsller

[
~

c~e 2

(A-H)
,

or int.)

(J-F) ~C~3
~.

redemption)

~
j

, (J-p) ~

level ]

(ifpdv,tc
~tion)

: 86. 87.

AIM Mode~te All.at[on Fd CI A

Dividend

Buy Buy

0~12/09 0~5/09

J J

FINAb/CIAL DISCLOSURE REPORT [ Barksdale, Rhesa H. Page 10 of 11 VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.
Continuation of Section VII: Line 4: Pecan Lane Apartnmnts, Ltd. - Invern~s, Mississippi; 1984; $13,980

04/28/2010

lIRA with UBS Financial S.rviee*; Jackson, Mississippi

] IRA with UBS Financial Services; Jackson, Mississippi Lines 14, 34, 81, and 83: RHB IRA and CBB IRA- on 03/30t09, Time Warner Inc. common stock was exchanged for Time Warner Inc. New and Iime Warner Cable inc. was spun-off Lines 14. 34, 82, and 84: RHB IRA and CBB IRA; on 12/10/09, AOL Inc. was spun-off from Time Warner Inc. New Lines 74-75: Aim Small Cap Equity Fd CI A was formerly at line 77

FINANCIAL DISCLOSURE REPORT Page I 1 of 11 IX. CERTIFICATION.

N,m, ofP~n ~n~ng

aark~dale, Rhesa H.

[
I

D.,. ot R,po,
04/28/2010

I certify that all information g~ven above (including information pertaining to my spouse and minor or dependent children, If any) is accurate, trne, and complete to the be~t of my knowledge and belief, and that any information not reported was w~thbeld because it met applicable statutory provisions permitting non-disclosure. I further era-lily that earned income from out~ldc employment and honoraria and the acceptance of gifts which have been reported art in compliance with the provisions of 5 U.S.C. app. 501 eL seq. 5 U.S.C. 7353, and Judicial Conference regulations.

$1gna

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FAL~ ~li~ OR tAIL~ TO ~iLE Tills REPORT MAY BE SUBJEL-i" 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. 20544