e r active ol.1 @>l 0 ial coplete 0 none il o; < u c · vle mtd cks q -aai r "cs; (real...

13
Gvm1n . ( S UC app. §§ 101-111 ) 3 . D1 o f R Jam. Rot G U. S . Di s at Co lisian a Sii 1120S 4, Ti rlc ( Aric l e ITI Judges indica t at i ve O st1 1 0T st1 1 u.s; ' · RcprtTyc (check ap •te ty) 6. Repmn g Peo 7. Clr o Of Ads a . O t basa s o t informatio n c11 1n ' this R and any s Rn Ofc Dt . .. - ., - ' -· · "é?i ' - M ' - -- r- .. - . . . . ç .. . :. ë·è· * I MPO RTANT NOTES: T insrrcrions acmpanyn g thi s form ms t b foll owed. Comlete all pu , check i n ; t h NON E box for ech pan p ,l · "•·‚ .„”,»I…¿ . Q R- S Ñ.-t Ï . i. Ó . . !' â '-ä'àå·ãç· é !. ê . ë .. . . . _ ' !r ê . . : _ J 4. Ô Ö z. ! p f ! Ú ·. Û' · Ü Ù - . ÝŸŽ ·"' PT tO!fl Judd & Comany P 0 U n N 1231/204 ·' , , -Ò· / A0-10 R. 1120 FINACIA DISCLOSURE REPORT FOR CAENA YEA 200 Rrt Rirc by the EU.la In 1 A or 1978 l. PÌ(l of"n. Midl o 2 Co a Oa mscntjuJes indict full· o pi·tinl) 0 """'"" Dt U.S. Da0ct Judg· Active O l .1 @A l 0 Fnl U.S. Cn mofas pinigt n is. 1n m oo. in Cl: ""• lw a rlu 201 Jak Sl. Suuc1 Mo, L 71201 whÕ yu haven re oable in1lo. Sig on It pag. I POSmONS. (Rrng indMdUI ol sep 9-13 o ming irubllOJ) 0 NONE - ( r•psI 1. u 1/1/204 1 0 I. P1c Jam Rl Ett 2. P:e 3. Memb James Minl, U .. = = : = m .., ,. o- - c: ( c> I I AGREEMS. (ns Individual only sep. 14-16 oirina ins1N1 ": - ,.n o) < 0 NONE · (o repoble ageeent.) ., m ., AND TERMS ;: c ,, ( Liian• S11 Emle Rrt Syt N

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Govm11n ..

( S U.S.C. app. §§ 101-111 )

3. Da1e of R<port

James. Robert G U.S . Disaict Coun, l.ovisiana Sii 11200S

4 , Ti rlc (Artic le ITI Judges indicate acti ve Of' st11 10T st.1 1u..s; ' · RcportTypc (check appropn•te type) 6. Repomng Penod

7. Cl>orrbcn or Office Address a . On the basas of the information con111ncd '" this Report and any

s

Revie-win.i Offic:er Date

... - .,,. - ' -·· ":" ?"i.> '-M'I' - -- r:;,.-. ... - .. . .. .... .:. · ·

*· IMPO RTANT N OTES : The insrrucrions accompanying this form must be followed. Complete all p:uu , check i n; the NON E box for each pan

p

,l. ·" · . ,, Ir! .. - .-ti. .. i1.; ... !''-' ·'" · · !. . .... ... _'!r ... :r:_J 4..- z. ! p 9 ft! ·. '· -' . : ·"'!"!'

PQSTTIO'I t!AMEOFORGAN!ZAT!QNffiJ!llT)'

Judd & Company

PARI!FS

0 U> n

N

12131/2004

·'"

,, - ·

/

A0-10

R..,. 112004

FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2004

Report R�uircd by the EU.la In 1 A<t or 1978

l. Person (la:st oamc,. f""imnamc.. Middle: otial) 2. Coun ar Org3lrization

magiscnitcjuJees indic<tte full· or pMi·tinlC) 0 """''""""' Date

U.S. Das01ct Judge· Active O ll.n.1 @AMU>l 0 Final

U.S. Counhowc mocbfabOns peruinirlg theretO. n is. 1n my op1r1ton. in COl'f1>li2nt:c': """'•whable law and rqulauons

201 Jackson Slr«t. Suuc201

Monroe, LA 71201

wh you haveno re ortable inform111lon. Sign on I.a.st page.

I. POSmONS. (Rq>orring indMdUJ1I only; see pp. 9-13 of ming irub'UCllOOJ)

0 NONE - (l<o rcponabl• positions.I

1.

u

1/1/2004

10

I. P11.rtncr James Reil Eat.ate

2. P:uv1er

3. Member James Minerals, U.C

...... = =

::0 = m . ..,, ,,.. o- -<cn::C (")

c> ITIIL AGREEMENTS. (Reportlns Individual only; secpp. 14-16 oir.lina ins1NC1iocu) ""::z: -,..,n o); <0 NONE · (No repomble agreements.) ..,,,_ m ..,,

AND TERMS ;:::; c ,., (J1

LouiJian• S121e Employees Retirement System N

Name ot'PerSOn Reponin g

i

m

2004

201)4

J. W04

SOURCE

J a mes Real Estate {parmership income)

Jud d & Company (partnership income )

Louisiana State Employees Retirement System

James Minerals, LLC (partnersh i p income )

.Dite or Report

GROSS INCOME

·3926.00

1283.00

i i h oo o

SOtJRCE ANJ) TYPE

Li:ncofn Parish District Attorney

2004 Seate of Louisiana

James Rea l Estate (pannc:nhip income)

James Miner31S. LLC (partnership income)

s a n

h s

SOURCE

I.

PF:SCRlPIION

FINANCIAL DISCLOSURE REPORT

James, Robcn G 511112005

Ill NON-INVESTMENT INCOME. (Reporting indiv dual and S]lOl!Se: =pp. I7-24 of filing instructions)

A. Filer's Non ... fnvestmeot Jnco1ne

·D NONE (No reportable non-investment inco e.)

ANO TYPE

(your$, notspouse's)

I. -791.00

2.

29687.00

4. 2004

B. Spouse's Nao-Investment Income - (Ifyou were marr ed dur ng any ponion ott crcporring year, please complete this secti n. Dollar 3moun1 notrequired except f r h norsria.)

0 NONE (No reporublc non-investment income.) ·

I. 2004

2.

3. 2004

4. 2004

N. REJM::BURSEMENTS -mn ponation, lodging, food, entcn inmc t. '

(Includes t ose to spouse and dependent children. See pp. 25-27 of in tructions.)

NONE (No such reportable reimbursement$.)·

I.

CREDITOR VAUIBCOOE

Oste of ReportFINANCIAL DISCLOSURE REPORT NameofPenonReporting

James, RoOert G S/11/2005

V. GIFTS. (Includes those to spouse and dependent children. See pp. 28-31 of instructions.)

621 NONE (No•uch reportable gifts.)·

SOURCE DESCRIPTION

VI. LIABILITIES. (lnclud" those of spou:;e and dependent children. See pp. 32-34 of instructions.)

0 NONE - (No reportable liabilitie$.)

DESCRIPIDN

1. Community Trust Bank Business Loan I.

Name o f Person Reporting

Jainco, Robcn G

c.

lq)C,M1tn g pmod rq>OJ'tin ! period

(I) (2) ( I) (2)

) lYP •

I. Timber Property, Vienna, la (\Voodva Jc) None K w

2 . Timber Property. Union Pari s h . La . (cabin) No ne K w

3. 5 0 % interest in Lake Hoose, Farmerville , La. (camp) None K w

4 . James Real Esta te E Rtn1 N w

5 .

6. Judd & Company( l 7.10%) D Royalty J w

7. Lou i siana State £ mployees Retirement System None

8 . American Century Gift Trust Muwa J Fund None T

9 . JP torgan Chase, Accounts A Interes t J T

1 0 . U n devel o p ed Property, L incoln Paris h , LA ( l/6 int. ) None J w

11. BienvilJe Parish, L3 {l i3 int. ) None J w

12. Timber Property # I, Bienville Parish, La (1/3 None K w incXSmelly )

Timber Propeny #2, BienvilJe P3rish, La (1/6 int.) Not'le J w

(N .. J)

14. Un ion Parish, LA (M iddl Fork) None M w

1 5 . Un d e"eloped propeny, Jacks on Parish, LA (1/3 inc) None

16. I RA#3 Divid end K T

· Fidelity lnvestments- Four•ln-One Index

1 8 . fl>terrill Lynch - Brokerage Account #2

A B c

o.

Dare of Rtport

5/1112005

( I) lTn<>t CJ.tnlpt from Jowrc

('.! ) (l) (4 ) ( S)

Vall.le tC.xie 2 Code I

(A-I!)

See nole i n part

See noce in pan Vlll

Soc note in part

Sec Note i n

See note in Part

See n o c e in Part V lll

See note in Pan Vlll

See note in Part

Vlll

Sc:e no t e in part

See no te in Part

D E

k

{Soc Colwnn C2) u =Boo k Va lue v =- Oth t W = Estimated

FINANCIAL DISCLOSURE REPORT Page 1 of8

i\. 8.

DcStription of Asse Incomeduring (iross v.alue ilCod cf

(i1¥::luding O'\t'lt 3.SSelS)

Pbce "(X " :ana QCil �SSCt e.xernpt AtnOUtll <·- V3J Value from prior disc losin C'odc I di.,.. ran.Of Code 2 Method

(A·tn im.) (J.p) Codd

(Q-W)

ONONE {No reporui:ik incom:.. USC!$. m tra:ns3.Ctions)

A Royalty

J

(Slaoon)

(Weyerbeauser)

13. '

J w

(fann)

A

17.

1. lntorne/GainCodes: .. $1,000 or iess •Sl .OOt·s:?.500 -s2.so1-ss,()OO

(See Colunm 91 .;iorJ 04) " • SSO.OOl·SI00,000 () • SIOO,OOl·SJ.000.000 HI • s1,ooo.001.ss,ooo.ooo

2. V2lue Codes: J "'SIS.GOO or less K •$1S,OOl·S50.000 I. ""'SSO.OOl·SI00,000

(Soiee. Col\lmos Cl .. rd OJ) N = 5150.000-$500,000 0 =SSOO.OOl·Sl.000,000 Pt = Sl,000,00!·SS.000,000

Transactionsduring reporting period

T>Jl'C (C·I· O;,te: Gain ldenri )' or buy. sell. !l.tonth • buytrise.llcr ""'&"· Day (J·P) (ifpriva1c. n:dm¢onj tnn::;actioo)

Vlll

VIII

Pan VUI

Vlll

Vlll

vm

-ss.001-SIS.OOO = SJS.OOJ-SSt>.000

HJ ...More than SS,000,000

M •SIOO.OOt-SlS0,000

Pl =ss,ooo.001-s2s. ooo. ooo

Pl =S2S.OOO.OOl·S50. 000,000 P4 "' $More Chan SS0.000,000

3. Value Mctbod Cocks Q =-Appra I R ""Cos; (Real Es:12.1eQrJy) s "' As:sessrneol T ... c ..sb'Mar et

Harne of PQ'SOC\ Reportin1

James, Ro ben G

A. ..

reporting peri od rqxining period

(I) (1) ( I) C l)

""'"''" r,,,. >f<1llcd

1 9. -Automati c Data Proc O fvidcnd T

2 0 . Dividend

21. - H o me Depot inc A D i vidend J T

22. -Pepsico Cnc Dividend T

23.

2 4 . -Wal Man Stores Inc Dividend J T

2). -W uhington M utual Cnc A Dividend

26. -CMA Money Fund hlltrut M T

2 7 . -IMS H e:t lth lnc A Dividend J T

28 . - Li z Oaibomc lnc Dividend' J

29. -Btrkshfrc Hathaway Club Dividend J T

JO. .Colptc Palmolive A Dividend

J I. .Conagra Foods Dividend J T

)2. ·Enc:ina Corp A Dividend J T

)), -FirSl Da.ta Corp Dividend J T

34. -Moody's Corp Dividend

)). -Newmont Mining Corp Dividend T

36. -Nonhem Trust Corp Dividend T

I . fnoome'G2.in Codes : A -.$1 ,000 or kss 8 c

00,00 I · .

o.

Date o f Rcpon

511112005

( I) II 00t o.crmit iiinn disciosurt:

( l ) OJ (4) Value

COd c l Co<!<I bt.i>'Ulsclkr ""'l"· (A·H) "'""'1>""">

sale 04/1 9 K

partial sate 01126 J A

p urchase 09/01 J

partial sal e 11/09 J

sale 02113 J

sale 0824 J A

sale 11130 J

D E

(S<< Colwm C2) li - Boole V3 lue v - Odin w .. EJtirraited

FINANCIAL DfSCLOSURE REPORT

Page 2 of8

VIl. INVESTMENTS and TRUSTS

c.

Oesieripcion of Assets lncome dwi1t1 c�. Vllut at end or

(inc:lud.ins tn&S1assets)

Ptu-c ·cxr after neh uStt < .. V2lue Value from prior di$Clo$1ft CcckI div, rcoL or Co<1<2

(A ·Ill iDL) U·P) Code l (Q-W)

A J

·Englehard COil> A

A J

A

A

A T

A

A

A

A

A J

A J

•51.001.s:?.500 • S?.SOl·SS.000

(Stt Colcms BJ �IJd OJ) F •150,00l-5100.000 G •Sl S t,000.000 HJ •Sl,000 00L..SS.000,000

!. Value Codes: I = SIS.000 or fess K =·SIS,OOl.SS0.000 L = SS0,001-SJOO,OOO

(See Colunru Cl ;md Ol) !< • S250,00Q..SSOO,OOO 0 •SS00.001·11,000.000 Pl ... s1.ooo.001.ss.ooo.ooo

TnTl$llcbons dwina reporrina period

(S) Type (e.g. le: G2in lde:nrity tJf buy. sell Mooth·

Day (l·P) (i(pnv;1e tn tion)

A

A

A

A

= s.s.cxn-s1s.ooo •SU.OOl·SS 0..000

H.:2 -�tort than SS.000,000

M • SI00.001.slSO.OOO

P2 ""SS, 000,00l-S25,000. 0C<l

n • s2;,ooo.001-sso,ooo.ooo P4 •SMon=: than SS0.000,000

l. Value Melhod Codes Q •Appraisal R .. C(ISI (RealEst.ale Only) s . """"""'' T .. C.uhlM:arkct

Name or Penon RepcKting

James. RobcnG Sil 1noo5

VU. INVESTMENTS and TRUSTS - income. .. 1 ... """"""" < c..1.,.. - or 111e spo= ..i ""'"'"'"' ,_ s.. PP · l4-S7 or lilmg ms=ao.,, 1

A. "' c. o.

reporting penod """"'1¥penod

(I ) (2) (I) (2) (IJ U ll04 tl'Om dlSC losure

(J) (4) (S) • .\ I Type v.i..

Codd Method buy. sell. Code 2 Cod< I int. I (A· HJ

37 . - P:i)' c hcx Inc. Dividend T

JS. - Pftw Inc Del P VS0. 05 Dividend partial S2- i C 08/0 2 J

39. sale 11123 J A

40 . - Renal Care Group, Inc . None J T

41. ·Robenha l f ln1J Nooe sale 03/10 J A

42. -AFUC Inc Dividend J T

43. ·Anheusr Busch Dividend J T

44. -A pp lcbccs None J T partial sale 0412 2 J A

45 . ·B iogen None J T

46. ·Biomet tnc None p:utiaJ sale 09/09

47. -C'hicaao Mercant i le Ex.ch A Dividend K T

48. -E.quifu inc Dividend sale 1 1/30 l A

49. -Ocn l Dpwnics Corp Divi dend

so. Dividend saJe 09/09 J A

SI. -TJX Cos Dividend sale 09/09 J

52. - Wilmin&Um Tr Corp Dividend sale 09/09 J

SJ. ·Eaton Vance C oq> NVi Dividend J T pun: base 05/ 1 0

54. ·first American Corp Dividend T OS/20 J

A • S l . 000 ot kls 8 c D E

(S« °' ' """ C'J u • Book Value •Olhtt w • E.scimaled

FINANCIAL DISCLOSURE REPORT

Page 3 of8

Description ol' Ass.el$ ( during t.'.lrossvalue at end of Tra.ns..ctiotls during l"CpCXting period

(mcludina mlU UktS)

(2)Place •(Xr afttt acll 3Ssttexcmpl (t.!- v .... v"" Type Ce.a. f).ue: c ... ldcnaty o(Svm prior disdosun: C'od<I div. tt:nt. o r Mon.'lb- bu. 1ieller

(A-II) (J.P) Codc-l n'IC't:ff. Day (l·P) (ifprivaJc (Q-W) n:deOllcion) ns:action)

A J

A A

A

A

J T J A

A

A l T

-Sysco Coip A

A A

A A

A J

A J pun:hase

I. loc:om::'Gain Codes: • Sl,001·$2. .SOO •S2..S01·5S.OOO -S.S,OOl·SIS.000 •SIS.001..SS-O.CXIO

(5"Cotunns 91 and CM) F • SS0,001-$100,000 G •SI00.001-l t.000.000 HI •Sl,000.001-SS,OOO.OOO H2 • Mtn tbm SS,000,000

?.Value COOcs: -s1s.oooorle$$ K eSIS,OOJ-SS0.000 • • $50,001...$100,000 M •SI00,001..$2.50,000

(S«ColunmCI 3nd 03) N -nso.ooo.ssoo.ooo 0 •S500..001-l 1.000.-000 Pl •SI ,000,00l·SS,000,000 n -ss.ooo.001.s2s. ooo. ooo

Pl • S25. 000,001.$SO, OOO,OOO P4 • SJo.forc 11».n S.S0,000,000

J. V;aJue \\lttbod Codes Q •Appeuisll R •Cost ( al Estate Qruy) s .. A.s:S T • Cashl�ri(ct

v

Name of Person 1\fpom• g

James. RDben 0

.. c.

..,,.,m. . pmod """""i P<riod

(I) (2) ( I ) ( 2)

�clbod

ml. )

55. ·I Shores RUS MOCP VA L - K T

56 . ·United Pareel Svc o;v1dcnd J T

5 7 . ·Bunae Llmi1ed {x) None

58. ·Allergan Inc ( x) None

59 None

60. .C°""'oy Health C=. lnc(x) None

61. .Coo:h. lnc(x) None

62 . -Danaher Corp{x) None

63. ·EnJCO In tl (x) None

64. .C.-pott FUwicial (x) -

65. - Jacobs Intl (x) None

66. ·Kl.A Tcncat CO<J> (x) None

67. ·L TX Coq> (>) None

68. - Lexmark (x) None

69. -MUV<l(x) -

70. ·Navisiar Intl (x) None

71. ·Sl> rbucks(x) None

72. -Verlw So (x) None

A ,,. S I .000 or less 8 c

F

(Sec Col111m C 2) u • Boot Value v • Odle< w • E#IVntted

Date of Rei>on

S/1112005

0.

(I) : f not c:.ital'lll lt01ttwu:iowrc (2> m (4) ( S )

v .... cw. Codc 2 Code I

rne11er. Day (J-1') ( A • H) tedenf10011)

pun:huc 09I09 J

pure hue 05120 J

sale 04/08 J A

sale O S/0 4 A

sale 04/03 J

.. .. OM>I J A

sa le 04l08 J

saJc 04/15 J A

.. .. 04l08 J

... . 0511>3 J

sale 04l08 J A

sale 04108 J

sale 0 4/05 J A

slle 04130 J

sale 04/05 K

.... 06/07 J

s01lc 04108 J A

sa le 04/08 J

D E ss s.001.uo.ooo

FlNANClAL DISCLOSURE REPORT

Page 4 of 8

A.

ptionof Assecs Income duriftl OIO$$ value 11 md o(

\indudingm1.1t assta.)

Place "(Xr' :inier e:icll #$etc�erup1 """""'' <•·•· V3-lut Value &om prior disc� Code I div. rct1t. Of c.d<2

(A ·Hl (l.r) Codcl (Q-W)

A

·BUSI Buy Co(x)

I, G�inCodcs.; -s1.0014s:uoo •.S:UOl-SS.000

(Sec Cohzms 81 aad Da) -SlO,OOl·SI00.000 () • SI00.001.$1,000,000 Hl •SJ.000.001..SS.OOO,OOO

:?. Vstuc Codo: ... SJS,000 or Im K • S15.001-$.SO.OOO L •S.S0.001-S I00.@

(See Coh:rrcu Cl and OJ) :-1 ... $?$0. 00.000 0 = SSOO,Cl!H.51.000.000 Pl -SJ, 000.001.ss. ooo. ooo

P3 .. s2s. ooo,001 ..sso. ooo, ooo p.a ...S.\tott: tb.tn SS0,000,000

J, Value Method Codes Q - AppDisll R = Co;t (1\esl Esutc Only) s -"""'"""'

T'rMMc"'* duria1 R:pQl'riftl pc:riod

Typci (t.J. Date: Jdc icy of buy, scJI. '1onth• bu:)'Clftdlt.T

{ifpnvak: nu.ctioo)

J

A

A

A

A

•SS,001415.000 H2 - tbD s.s.000.000

).! • SJOO.OOl·Sll0,000

Pl • S$. OOO.OOl..S25. 000. 000

T •cu.�l111k�t

Name o f Person Rcpomng

James, Robert G

A.

73 ·BUT> Inc

,,

7 5. -Coca Co l a

7 6.

n .

78.

79. ·lton M ountai n Jnc

80 .

81. · Mict090ft Corp

82.

83 .

84.

85 . ..Comi:u1 Ca<p

86.

87. .,c.,.....

88.

89. · Henry Jack & Assoc

90 .

A • Sl.000 « 1ru 8

..

1pcnod

( I) ( 21

iDI.)

None

None

None

Oivtdcnd

None

None

None

None

c.

--period

(I) (%)

c

D ,

0.1e of Reixin

.511112005

(I) 11 no1 c Cfl1>t u om ""'

( 2 ) fl) {<) (l) Type (•· &- V lue buy. sell, C ode2 Code I ......... (A· H ) -) .......... )

pun:- OV2•

sale 04121 A

purchase 1 0/11 J

P<Jr<:hue 08/02 J

nle 09/09 J

Ale 11109 J A

pure hue 0.5110

sale 09124 J

Pun: hue 05110 J

sale 11123 J A

pun:hlS< 08/02 J

s o le 11104 J

pure hue 05110 J

..,. 07/01 J

pun:hue 01121 J

sale 04112 J

pu rchase 05110 J

,. ,. 08/2 4 J

D E

s

(Sec c..1 .... Cl) (; =Boot V:ilue " •Ot!t<r .,,,, - Esiuntttd

FINANCIAL DISCLOSURE REPORT

Page 5 of 8

Dncripcioo of Assets. (i hld1n1 tnl.1t e.ssets)

Pl1cc "(X)" .after c:ach ssec CllictllM ftom prior diselosure

•Apollo Group

I. l�omc.G.:itn Cocks.: (SecColi.nm Bl :and D-') F • SSO,OOl·SI00.000 G

2. Val\lc Cod-.: J • S-15.000 or ltts K

(Sec Columns Cl and OJ) N • S250,000,1500.000 0

lncome during

Amoont

('ode I (A ·lll

A

T)'pC (c 1· d.iv rtaL or

..

=Sl.001-Sl.500

•SIOO,.OOl·Sl,000,000

- SIS,OOJ·S;o. ooo

•S500,00l·S l,000.000

GfO!S,Watttdof

Value: Val""

Codc2 Mc111od U•P) Codd

(Q-W)

• $2..SOl·SS.oco HI .. St,000.001-$5.iiOO,OOO

L • SS0.001..SlOO,QOI)

Pl • s1.ooo,cx:n.ss.ooo,ooo

Tl>rQCDOnS during -pcnod

011e: G1ii• 1�'fl1i1yor \1onlh. bl.l)'en'Mllcr °'' (l·P) (1rpn�•tc

J

J

J

A

-ss.001.m.ooo -Sli.OOl·S.SD.000 H? • )o(orw dwl S.S.000.000

M .. SllJ0.001..SlSO,OOO Pl -.s.s. ooo.001..s1s. ooo. ooo

PJ • $2S,OOO,OOl·SSO,OOO. OOO P.t • �{ore th:w SS.:>,C00,000

). V11lt.te Melhod Codfl Q : App rii$31 R =Cost (Rt3-l Esu1c Only) • Asse:ssmot T •C.•l\"-brket

91. Fid c t iry ln\'CSunt:ntS . Brokerage Account !1# 3

92. ..C :ish Account

93. -Btrkshirc H3thaway

94. -Japan f u n d Class S

95. -Automatic Oa Processin g

96. ·Hom< D<pot Inc

97. -S1'1te Stl<et C 0<p

98. -E<iuiuble Res Jnc

99. ·Mic haels Sto res lnc

100. ·Dentsply Intl Inc

Name of Person Reporting

J ames. Robert G

8.

reporting period """"""' P<riod

(I) ( 2) (I) (2)

T Med>od

) Codd

lnttrc$l L T

None T

Dividend K T

Dividend

A Dividend J T

Dividend J T

A Dividend J T

Oividmd

Dividend J T

Oatc of Rcpon

S111noos

(I) It no t exCfllM from discJOUtre ( ?) (4) (j)

Due: G> m Cod d Code I

""'!<'· (A-fl) nnsactioa)

sale 07/01 J A

sale 02/18 J

IOI. -TR Russc11 2000 value index Dividend K T partial saJc 06/09 K

102. -B i og<n IDEC None J T

103. -Fidelity Natl Finl Dividend J T

104 . ·Anheuser Busch Dividmd sale 11/09

105 . -Devon Energy Dividend J T p urchase 01 1 26 J

106. -Fidelity Select Nawral Gas A Dividend l T purchase 03/09 J

107. · f>2ychex Inc Dividend purchase 01Jl7 J

108. ..ie 08123 J

A 9 c D E - s1s .001 .sso.ooo

Q • APJ!raisal e s T

(See Col"""' C2) u •8oo1t Yahx v -Oiii e r w • Estimated

FINANCIAL DISCLOSURE REPORT

Page 6 of8

A.

Oeseripaon or A&iet$ (including CtW;I llk13)

Platt "(X)'" .ifter cxh UStt tAC'tqll 6om prior discloswe

c. fac 4urin.g Gmu 1•'l:lili»0 al end of

AtnOUllt (t.g. Vl.llle Value Code I div. rct11. or Cod<l (A·ffi "'-1 IJ·P

(Q-W)

A

J

A

A

A

A

A

0. T M1nsactions durina ft'PMing period

(l) T)YIC (e.g. Value Jdenocyorbuy. seO. \.l()fll,h - �rlsellcr

Dar (l·Pl (iJpriVllClll'rioC)

A

A A

A

A J A

A

A

I. l�m Codes. •Sl.000or less • $ 1,00 I· $2.500 • S2.SOl-S5.000 -ss.001-su.ooo

(See Colunm Bl :ind 041 F • sso.001.s100.ooo (; -Slt>0.001.s 1.000 .000 Ht .. s1.ooo.001-t.5,ooo.ooo HZ •).i:o tha1I SS.000.000

z. V:1:h1e Codd: •SIS.C00ork$.$ K = SIS,001-SSO.OOO -s;o.001.s100.ooo M • SIOOJ)Ol..slS0,000

(See.ColumnsCI :1000)) N -sz.so.ooo.s.soo.ooo 0 _,_ SS00.00I·S1,000,000 Pl •$1,<lOO,OOl-3.S,000,000 ri .. ss.ooo.001.s2s.ooo.ooo

p) • szs,ooo,001.s.10.000,000 P4 • S.'\fort than S.S0.000,000

3. Value Mcd.od Code$ • Cosi (R il Estate Only) ,.Ai6Cs.1mtnl •C:iMfukc1

Name of Person Rcportjng

James, RobertG

Date of Rtp0rt

5/11noos

c.

rcponmg od ..,,.,.,., . p<riod

( I) (2) I I) 12) Cl ) 11 noc Utrf1>l 1rom disc:IOSlft (2) m ( • )

V•lu< div. rcn.t. o r int-I

1 09. -Vang uard Energy D ividend

110. 1 Dividend

\12. -Transcan a C orp Di v 1den d

113 .

114. Communi ty Trust Bank, Ac e.aunts inlC!tSl

115. h c"'4n Parish, L.\ prop<ny ( 1/6 int ) (Huu:heson) None

1 1 6. Jaclcson Parish, LA propeny (116 inl) None (S1ccle/Shemml) (x)

117. Jock5<ln Parish, LA pcopcny (1/6 in1) (Steele Hard None 4

11 8. Jackson Pari•h, LA property (Ill in1) (Cottag<)(x) None

119. J•c"'4n P•rish , LA propeny (113 in1) (Goodwood) None (x)

120. Bienville P•rish, LA property (113 in1) (Gil»on) (x) None

12 1. Bienvtlle p3rish, LA propeny (Ill inl ) (Gate$ ) (x) None

122. Bie11ville P2rish, LA timber property (11) lnt) None

123. Lincoln Parish, LA property (116 int ) (Colvin) (x) None

Lincoln Parish, LA pr0p01y(t/6 i nlXColvin Home) None

125. Caldwell Parish, LA property (1/6 in1XHuicheson) None

12 6. Lincoln Parish, LA prOperty (Biggs) (x) None

I. locome/G ain Codes :

J , V<alue Method Codes

(5« C<>lwm C2) U = Boo k V:iluc V • Otber

Coc!e 2 "111!f1tt •.

J T purchase 03/11 J

purch>sc 01121 J

sale 11/09

purch>sc 01n9 J

sale 07 /0 1 J

L w

J w

J w

w

J w

J w

K w

J w

K w

l w

K w

J w

exchange 10/26

w • Estinced

Codel (A·IQ

A

Ben H . J ones

buy. sdl.

FINANCIAL DISCLOSURE REPORT

Page 7 of8

A. 9. o. lnoomc duri CtWJ vaJu. at t'nd of Tnnuctinns durina reportil'lt Pftiad Oescriptio" "' Asse:u

(i1>etudin1 11w1inecs)

(S) Pbcc "(X)" :after odt ustt u Type (e.g. A""""l T)l>< v,i.. (e..1. Valuo Due: Gain ldtnrity otlicm'I pri(i.r <hKlos...-e ('Olk I Cod<? Med>od \iomh - buyttfstlkr

(J-P) Codol(A.JO (ifprivucDay (l·PIredn11100n) (Q-W) tn.nsacclon)

A

A-Qucs 3TCorp

J11 1 .

A

A

(x)

0)(x)

(H:unp10n) (x)

124. (x)

(x)

J

L

8 • Sl,001 $2..SOO C •S2.SOl·SS.OOO D -SS.001-JIS.OOO E -s1s.001.sso.ooo

c; -su10.001.si.ooo.ooo HI •Sl,000.001-SS,OOO.OOO fO ,,.More dwl SS.000.000 (Stt Cohlrms .Bl and DJ) F • $.SO,OOl·SI00.000

:?. V:iloe C : "'SJS.000 orless K "'SIS.OOl-S50,000 L • SS0,001-SJOO, OOO f ..SI00.001-S250.000

0 =SS00.001-Sl.000,000 Pl •Sl.OOO,OOt-S.S, 000,000 P2 ..SS,000.001-525.000.000 (Sc-:: Colunw Cl nd Dl) )l -= $250,000.S.SOO,OOO

P.c • S�lote than SS0.000,000 Pl ..s2s.ooo.001.sso.ooo.ooo S • Ass.essmea.t T • Cub�ukctQ Appo.i.:sal R •Cost (Rea) Estate Ol'lly)

A.

ss

127. Uni on Pari sh, I.A propeny (Fronklin)

I. Jruxw ne .l(i:i.in C A B

(5" Co lumn C2) u = Boo\: Vs tuc v

Name of Person R eporting

J ames, Robert 0

B. c. G ros.s value at c od of

reportinii period ..,,..,,,. p<riod

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

l).'Pt

None

c •S2. 5 01·S5. 000

0

511112005

D.

U oot ex trorn disclostR ( 1)

(l) (4 )

Valiae Code2 Cod< I s

""""'' ( A·H)

exc h ange 10126 I. Ben H . J on es

D E

5

• Other v.,· c E s timucd

FINANCIAL DISCLOSURE REPORT Page 8 of8

Descripdon or Assets (including O'\l.St a cu)

Place "{X)" 3fter e:tch usct t.(ctl1M &Qmpnordisc:Josin

Income dwing

.'.mourn ( Value Val"'

Code I div. rtnl or Co& 2 ?\.fetbod (A·H) int.) (J·P) Cod<l

(Q-W)

I. w

TT3ll$JCOOos durins ,.,,.mng period

(2) (S)

Type (e.•• Date: Gain fcknlityorbuy.sell. Mooth- buyerl cller

Day (J·P) (ifpoi,·ste...i.tqltioo) ttusiction)

'

=s l .000Of less

(S«!Colt11unsBI ond 04) f =sso.001.s100.ooo G

2. VafuieCod� 1 =SIS.000 or less K

(Seo Cobzmns C.l u1d 6J) N ., $2SO.�SS00,000 0

!'l -s2s.ooo.001-sso. ooo, ooo

), V31uit !'.-tedlod Codes Q ... Appraisal R

=Sl.OOl·S2.500

.. S10 ,00l..St, OOO. OOO HI •SJ,000,00L-SS,000, 000

=SIS,OOt.SS0,000 " •SSO,OOl-Sl00,000

• ssoo.001-s1. ooo.ooo p1 ...s1, ooo,001-ss.ooo. ooo

• SS,OOl-SIS,000 =is 1.s.001.sso.ooo

H2 •More tha.o SS. 000,000

�{ • $l00,00l-S2S0, 000

Pl ...$ , 000.001.$2.S, OOO.OOO

P-4 =Sl\fore tbao SS0. 000, 000

-Cost(R'31 Estal< Ooly) s =Assc:ss;m::al r • Cub/M:uket

Name of Pmon R_.ong

Prope:ny as._ Union

'

FINANCIAL DISCLOSURE REPORT

VIII. ADDmONAL INFORMATION OR EXPLANATIONS (l.nd5cace pan ofRtpon.>

I) Pan VU. page l, line 1 -This as.set was formerly described as "Timber Property, Vie:noa. LA.. 2) Pan vn. page I, tine 2 -This asset was formerlydescribed as "Timber Property, Union Parish, La." 3) Part VU, page I, line 3 -This asset was formerly described as "SO% in\crcSt in Lake House, fanncrvill La." 4) Part VU, page I, line 9 .. This asset wa.s fonnerly described as "Bank One, Acoounts" S)Part VU, page I, line 10 -This asset was forrnc:rly described as "Undeveloped Property, Lincoln Parish, lA (1/6 int)" 6) Part VO, page I, line 11 - This asset was fonnerly described as Lincoln Parish, la (1/12 int) 7) Part VII, page I, line 12 - This asset was formerly described as 1'imber Property #I, Bienville Parish, La (I/6 int)"

Dace of Report

511112005

8) Pan VII, page I, line 13 .. This asset was fonneriy described as #2, BienviUe Parish, La (1112 int.)" 9)Part VU, page I, line 14 -This 3$$Ct was fonnerlydescribed Parish, L\ (fonnerty Robinson Est Property)'" 10) Pllrt VU, page I, line tS -This met was formerly described as "Undeveloped property, Jackson Parish, LA (l/6 int.)•

Name of Person Reporting

James, Robert G

Date of Report

/J)<J //)I

FINANCrAL DISCLOSURE REPORT

511112005

IX. CERTIFICATION.

I certify that all infonnation given above (inclµding 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, andthat any information not reported was withheld because it met applicable starutory provisions permitting non-disclosure.

I further certifythat earnedincome fromoutSide employmentand honoraria and the acceptance ofgifts which have been reported are in compliance with the provisions of 5 U.S.C. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

Signature Date UXJ5

NOTE: ANY IND MD UAL WHO KNOWINGL y AND WILFULL y FALSIFIES ORF AILS TO FILE nns REPORT MA y BE SUBJECT TO C!VIL AND CRWJNAL SANCTIONS (5 U.S.C. app. § 104)

FILINGINSTRUCTIONS

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