nncl disclose eport ethics - judicial watch· date ____ _ smon ne of ority ' '!, rviewing...

12
·-- · Of c e_· ---- ------- - Date ____ _ rmoN NA OF ORGOY C ( !, Reiewing Report Required by the Ethics FACI DISCLOSU RPORT in Government Act of 1978 Cled Yea 2003 (5 U.S.C. app. §§ 101-111) I. Person R<:po1ring (Last name, First narne, Middle iitial) 2 Cour or Oganiztion James, Robert G U.S. Dct Cour, Louisiana 4. Title (Al cl1 | m Judge indicate active: or senior sltus; 5. ReprType (check appropria t) magistrate judge indicate full- or par-ti1ne) Q Nomiaton Date U.S. Distric1t Judge - Actve 0 Ia @Anua Q Fi 3. Dat ofReport 5/11/2004 6. Reporing Period l/l/2003 .to 12131/2003 7. Camber; or Ofce Addrss 8. O te basis of te infration contine in this Reporand any modictions per8ining thereto, it i i m opinion, in compliace U.S. Courouse wit applicable law a regulations. 201 Jackso11 Ste t, Suite 20 I Monroe, LA 7ll201 ANT NOS: Te i1Ùstuctions accompanying ti fr must b fllowe. Complet al par, cheking te NONE box fr each par hve no rorable :informaion. Sig on last page. I. POSInONS. (eorig ildivdual onl se pp. 9-13 offling instructions) D NOlr - (No rle positiions.) I. Pare Jaes Real Eslte 2. Parne Judd & Company 3. Member Jae Minerals, LLC (Re1˘otmg individual onl se pp. 14-16 of filing instuctions) I. AGES. D NOJf - (o rrable aemens.) PARTIES A TRMS I. Lisiaa State Emloe Rient St 2. John McCann v. Alte Insuranc C, Et A, CD42,74, 3r J, Lincoln Ph, L (I/6 ofay rovery fom pna inj claim). Cas ste 7/3 f03. C r- C , :· c.c: . ...

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Page 1: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

·-------·

Officer_·------------ Date ____ _

rosmoN NAME OF ORGANIZATION/ENTITY

C' (,/'!,

Reviewing

Report Required by the EthicsFINANCIAL DISCLOSURE REPORT in Government Act of 1978

Calendar Year 2003 (5 U.S.C. app. §§ 101-111)

I. Person R<:po1rting (Last name, First narne, Middle initial) 2 Court or Organization

James, Robert G U.S. District Court, Louisiana

4. Title (Arllicl1 m Judges indicate active: or senior slatus; 5. ReportType (check appropriate type) magistrate judges indicate full- or part-ti1ne)

Q Nomination, Date U.S. Distric1t Judge - Active

0 Initial @Annual Q Final

3. Date ofReport

5/11/2004

6. Reporting Period

l/l/2003

.to

12131/2003

7. Chamber.; or Office Address 8. On the basis of the infurmation contained in this Reportand any modifications pert8ining thereto, it is, in my opinion, in compliance

U.S. Courthouse with applicable laws and regulations.

201 Jackso111 Street, Suite 20 I

Monroe, LA 7ll201

ANT NOTES: The i1 structions accompanying this form must be followed. Complete all parts, checking the NONE box for each part have no reportable :information. Sign on last page.

I. POSI'nONS. (Reporting illidividual only; see pp. 9-13 offiling instructions)

D NOl\rE - (No reportable positiions.)

I. Partner James Real Eslate

2. Partner Judd & Company

3. Member James Minerals, LLC

(Re1 oirtmg individual only; see pp. 14-16 of filing instructions) Il. AGREEMENTS.

D NOJ'.'lffi - (No reportable agreements.)

PARTIES AND TERMS

I. Louisiana State Employees Retirement System

2. John McCann v. Allstate Insurance Co, Et Al, CD#42,724, 3rd JDC, Lincoln Parish, LA (I/6 of any recovery ftom personal injury claim). Case settled 7/3 fi03.

C")r--c:-\ C,:::·· c.c: . ...

Page 2: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

.

DATE SOQRCE TYPE

J

INCOME

SOURCE

--

FINANCllAL DISCLOSURE REPORT Name of Person Reporting<

James, Robert G

III. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 17-24 of filing instructions)

A. Filer's .Non-Investment Income

D N01'llf - {No reportable non.-investment income.)

AND

1. 2003 James Real Es1ate (partnership income)

2. 2003 Judd & Company (partnership income)

3. 2003 Louisiana State Employees Retirement System

4. 2003 James Minerals, LLC (partnership income)

s. 2003 Harper Estate - executor fee

Date of Report

S/1112004

GROSS ·

(yours, not spou.qe's)

14,334.00

-I,384.00

30,924.JO

1,265.00

8888.311

B. pouse's Non-Inv tment-b1come - (If you were married during any portion of the reporting year, please complete this section . ..( dollar amount not required cccept for honoraria)

D NONE - {No reportable non-investment income.)

1. 2(]103

2. 2003

3. 2003

4. 2003

s. 2003

6. 2003

AND TYPE

Lincoln Parish District Attorney

Lincoln Parish Police Jury

Union Parish Police Jury

State of Louisiana

James Real Estate (partnership income)

James Minerals, LLC (partnmhip income)

Page 3: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

SOURCE DESCRIPTIOl

INANOCAL DISCLOSURE REPORT Name of Person Reporting

James, Robert G

Date of Report

5/11/2004-

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

(Inc:ludes those to spouse and dependent children. See pp. 25-27 of instructions.)

NONE- - (No such reportable reimbursements.)

1.

. ....

Page 4: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

DESCRIPTION

DESCRIPTION VALUE

Name of Person Reporting JfINANOlAL DISCLOSURE REPORT Date of Report

James, Robert G 5/11/2004

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

NONE (No such reportable gifts.) -

l.

VI. LIABILITIES. (Includ 1 those ofspouse and dependent children. See pp. 32-34 of instructions.)

D NONE (No reportable liabiili1ties.) -

CREDTI'OR CODE

1. Comnnmity Trust Bank Business Loan L

Page 5: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

·-------

A. -

-

-

.111m:s,

..

-

(4) (S)

--

..

I

I I

=: so,eim,srno;ooo'

-������������������������������������������--'

FINANCIAL DISCLOSURE REPORT Date of Report Name of Person Reporting Page 1of6 James, Robert G 511112004

VII. INVESTMENTS and TRUSTS - income, value, transcations (includes those of the spouse and dependent children. See pp. 34-57 offiliug instructions.)

-

-

Description of Assets (incll,!.ding trust a.=ts)

B. Income during

reporting period

c. Gross value at end of reporting period

D. Tmnsactions during reporting period

(I) (2) (I) (2) (l) Ifnot exempt from disclosure

(2) (3)

. -

Place "(X)" after each asset exemiot from prior disclosure

Amount Code]

Type (e.g. div. rent. or

Value Code2

Value Method!

Type (e.g. buy, sell,

Date: Montl1-

Value Code2

Gain Code I

Identity of · buyer/seller

DNONE (No repoi:table income, asscrui, or transactioDS)

l.

2.

3.

4.

5.

6.

Timber Property, Vienna, La

-Timber Property, Union Parish, LllL.

50% intc:rest in Lake House, Farmerville, La. -

James Real Estate

:Judd &Company( l7.lo0!.i)

-

-· ·-·

(A-H)

D

A

D

int.)

None

None

None

Rent

Royalty

Royalty

. " (J-P)

K

K

K

N

J

Code3 (Q-W)

w

w

w

w

w

merger, redemption)

Day (J-P)

- ..

(A-H) (if privare transaeiion)

7.

8.

9.

10.

Louisiania State Employees Retiiret:nent System

-American Century Gift Trust Mi tnJal Fund

-Bank One, Accounts

-Undc:veloped Property, Lincoln Parish, LA (116 int)

A

None

None

Interest

None

J

J

J

T

T

w _

11.

12.

13.

House, Jonesboro, LA (1/6 int.)

-Lincoln Parish, La (1/12 int.)

-Timber Property# I, Bienville Parish, La (1/6 int.)

None

None

None

J

J

w

w -

Stale 09/12 K D

-

Dorothy Allen

14.

15.

16.

17.

18.

Timber Property #2, Bienville Paiish, La (1/12 int.)

-II.ems, Union Parish, LA (formerly Robinson Est

Property) -

Undeveloped property, Jackson Parish, LA (116 int)

IRA#J

-Fid1elity Investments-Low Priced Stock

-

A

None

None

None

Dividend

J-

M

J

K

w

w

w

T

sale 05/30 J

See note in part vn

exchange - four-ill-one

L IJwometGain Codes: 'A;:=<S)}JO(!w: s · ii ,.,�l�OP-l (! · c ;;,si.soi�$5;tll)O 'n '"" ;-OOhSls,'OOo E = s1s,001 s-so;ooo

{See Columru: Bl and D4) '.F ·· ·.·. ··· . · •U '\.,:st ;oo)•$l;IX\Q;iJOO . · · ;Bt:..;$1;riob,Qffl.S5�ooo;ooo · ·Fl2 ;,,M� than $5))00,000

2. ValueCO<lies: J <=.$15 000 orlei;s K =l-l5;0o1 $5tl;OOO L -=S5o;on1 s100 000 M '=s10a,om"mo,ooo

(See Corumns Cl and D3) N =$250,,000-$500,000 :0 = $5-00,0ll1"$!,00-0,000 Pl = $1,000,001-$5,-000,000 .f'2 =SS,000,.00!-$25,000,000

P3 = S25,000,00I "$50,000,000 P4 = SMore than $50,000,000

3. Value Melthod Coi!es Q = Appraisal R = Cost (Real F..staie Only) S = Assessmen1 T =CashlMarkcl

(See Cohtm11 C2) U =Book Value V =Other W =Estimated

Page 6: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

=-:·-::---=:-= -- ==---:===-------.._ ____________________________________ ,.i_ __________ __J INVESTMENTS and TRUSTS

-

-· .

c.

(I) (3)

I

T

Gain

(1) (2)

B . .; s l;OOl .;,$2, 00

(2)

FINANC'LA.L DISCLOSURE REPORT Name of Person Reporti ng Date of Report

Page 2 of 6 James, Robert G 511112004

VII. - income, value, transcations (includes those of the spouse and dependent children. See pp. 34-57 of filing instructions.)

- A. B. D.-Income during Gross value at end of Transactions during reporting period Description of Assets reporting period reporting period

( ing trust assets) lfnot exempt from disclosure(!) (2)

(4) (5)l lace "{X)" after each asset ex:ei npt Amount Type (e.g. Valoo Value Type (e.g. Date: Value Identi of from prior disclosure buy, sell, Code! div. rent.or Code2 Method Month- Code2 Code! ·. buyerl!;eller. -

(A·H) inl) (J-P) Code3 merger, Day (if private (J-P) (A-H)redemption)(Q-W) transaCtion)

sale

Fidelit

sale

sale

Fidelity

19.

20.

21.

22.

23.

24.

25.

26.

-Fidelity Investments-Gr owth &

-Fidelity Investments-Contrafun1

-Fidelity Investments-Japan

-Fidelity Investments-F our-In-OJ. ie Index

-

IRA#4 None

05130 J

purchase 03/03 J

05/30 J

03/03 J

purchase 05/30 J

purchase 05/30 J

purchase 05130 J

exchange 01/09 J

exchange -four-i n-one

exchange-y Japan

exchange• four-i n-one

exchange-Contrafund

exchange-Contrafund

exchange· Gr owth&

exchange -Low Priced Stock

27. Merril l Lynch - Br okerage Acc o UI1t#2

28.

29.

30.

31.

32.

33.

34.

35.

36.

·Automntic Data Proc

-Eng lehard Corp

-Home Dep ot i nc

-Pep:sicc' Inc

-Wal Mart Stores Inc

-Washm1gt on Mutual Inc

-CMA M oney Fu nd

-IMS H1 lth Inc

-Liz Clai borne Inc

A

A

A

A

A

A

A

A

A

Dividend

Dividend

Dividend

Dividend

Dividend

Dividend

Interest

Dividend

Dividend

J T purchase 05/06 J

J T

J T

J T

J r- 05105 J

-J T 03/03 J

J T

J T

J 03/03 J

c

A

A

partial sale

partial sale

partial sale

E = Sl5,00!-$50,000 1. Jncome/Gain Codes: A =s1,ooo •:>r Jess • C =$Z,S01 $S;OOO D = $51001-$15;000 .

(See Columns B 1 and D4) F = $50;fl01-$JOO)l0-0 . G ""$100;-0.0};$1 000,-000 Hl ;..::s1,ooo;w1 ss,ooo,ooo H2 =Morethan $5,'600,000

2. Value:Codes: J =$f5;000 orless .. t: ·""· $ls,oq1�ss-O';obo L =SS0,001"$100,000 M =SIOO;OOl-$250,000

(See Columns Cl and D3) N = $250,000-$500,000 0 =$500,001-$1;000,000 Pl = Sl;000,001"55,000,000 P2 =$5,000,001-$25,000,000 P3 = $25,0!)(l;OOl-$50,000,000 P4 =$More than $S0,1000;000

3. Vaine Method Codes Q = Appraisal R = Cost (Real Estate Only) S =Assessment T =CashiMarket

(Se Columll C2) U =Book Value V =Other Vi =Estimated

Page 7: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

'�������-

-

-

A

F

(2)

B

G

K

-0

disclosure

(2) (4) (5) Gain

--

·- .

---

·-

.

c

:L M

s

FINANCIAL DISCLOSUJRE REPORT Name of Person Reporting Date of Report

Page3 of6 James, Robert G S/11/2004

VII. INVESTMENTS and TRUSTS - income, value, transcations (includes those of the spouse and dependent children. See pp. 34-57 offiling instructions.)

-

- A. -

<:ription of AssetslDes (incl•!!iing trust assets)

Place from

: "(X)" after each asset excrn pt prior disclosure

. B. Income during

reporting period

(!)

AmolDlt Type (e.g. Code] div. rent. or (A-H) int.)

..

c. Gross value at end of reporting period

(I) (2)

Value Value Code2 Method (J-P) Code3

(Q-W)

(J)

Type (e.g. buy, sell, merger, redemption)

D. Transactions during reporting period

Ifnot exempt from

(3)

Date: Value Identity of Month- Code2 Code I ··buyer/seller Day (J P) (MI) (if private:

transac'liim)

37.

38.

39.

40.

41.

42.

43.

44.

45.

46.

47.

-SBC Co mmunieationa Inc

-

-Berkshire Hathaway Club

-Capital One Finl

-Colgate

-ConEigra

Palmolive

. Foods

-Enca.naCorp

-First DataCorp

-

-

-

H--

-

-

-

- First He alth Group Corp

llwmctls-IDECP

A Dividend

A Dividend

A Dividend

A Dividend

A Dividend

A Dividend

A Dividend

None

None

1 T

J T

J T

J T

J T

-

-

sale

sale

partial sale

partial sale

partial sale

purchase

purchase

sale

exchange

04/28 J A

03/06 J A

03/04 J A

03/03 J A

03/03 J A

04/08 J

08/15 J

05/15 J A

11/14 J Biogen IDEC

48. -Moody'sCorp A Dividend J T

49.

SO.

51.

52.

53.

-Newmont Mining Corp

-Northel'1G Trust Corp

:Inc.-Payc:hl:)

-Pfizer It 1c Del PV$0.0S

-Renal Care Group, Inc.

-

-

-

A Dividend

A Dividend

A Dividend

A Dividend

None

J T

J T-

J T

J T

j T

partial sale

purchase

purchase

partial sale

03/03 J A-

02/27 J

02/24 J

. 05/05 J A

54. -AVXCiorpNew A Dividend purchase 01!15 J

l . Income/Gain Ctides: =$!,OOC1ced = SL.OOl-'S2;Soo .. $2,50l.:.S5.0JJO D =$5,0<H-SlS,000 E = $15,001-$50"000

(See Column. Bl .anti D4) = SS0,001-$100;000 =:Smu,-001..s1,ooo;ooo Hl =Sl,000,001-$5;000;000 H2 =Morethan SS,000,000

2. Value Codf:S'. =:$15;0CIO or less = s:1s,001:;.$so,ooo = $50,00l-SlOO,oOQ = $100,001-$250,000

(See Columns Cl and D3) N = $250,000"$SOO;OOO = ssoo, oo1 a;ooo;ooo Pl "''Sl;OOO;OO 1-$5,000;000 P2 = $5,000,001.$.25,000,000

P$ = $2S,0-00,001 $50;000,000 P4 =$More than sso,ooo;ooo

3. Value Mefr1od Codes Q =Appraisal R =.Cost(Real Estate Only) =Assessment T = Cash.Market

(See Col.umn C2·1 u =Book Value v =Other w =Estimated

Page 8: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

, ______ _

. -

- -

A

F

N

B. ·:G

:K

0

R

v

(l) It

-

c

(3)

- .

L

Pl

s T

--

--

· · -

--

. Vi = Estimared

57.

(1)

.

FINANCIAL DISCLOSURE REPORT Name of Person Reporting Date ofReport

P.age 4 of6 James, Robert G 5/1112004

VIl. INVESTMENTS and TRUSTS - income, value, transcations (includes those of the spouse and dependent children. See pp. 34-57 of filing instructions.)

-B. c D.A.-

Income during Gross value at end of Transactions during reporting period Dcsc:ription of Assets reporting period reporting period (lncl ing trust assets)

not exempt from disclosure (2) (I)(2)

Place "(X)" after each asset exe11lpt from prior disclosure

AmOIDlt COiie 1 (A-H)

Type (e.g. div. rent. or int.)

..

Value COOe2 (J-P)

Value Method Code3 (Q-W)

55. -

56. -Roberthalflntl None J T

-

Type (e.g. buy, sell, merger, redemption)

(2) Date: Month-Day

Value Code2 {J-P)

sale 10/09 J

purchase 03117 J

{4) (5) Gain Identity of

·. buyer/sellerCode 1 (ifprivare(A-H) transaClion)

A

partial sale 09/17 J A

-

58.

59.

60.

61.

62.

63.

64.

65.

66.

67.

68.

69.

70;

71.

72.

-AFLAC Inc

--Anheusr Busch

-Appli::bees

--··_ ...

-Bio en

--Biomet llnc

--Chioago Mercantile Exch

--Equifax Inc

-Genl Dynamics Corp

--Syso1> Corp

--TJX Cos

--Wilmington Tr Corp

Fidelity Investments - Brok Account #3

--Cash Account

-

A

A

A

A

"

A

A

A

_.

A

Dividend

Dividend

None

None

None

Dividend

Dividend

Dividend

None

Dividend

Dividend

Interest

J

J

J

J

J

J

J

J

J

r

J

L

T purchase 01/03 J

T purchase 10/21 J

T purchase 01/03 J

T exchange 11/14 J

T purchase 08/18 J

purchase 08/20 J

purchase 11/28 JT

purchase 09/17 JT -

purchase 03/17 JT

purchase 10/06 JT

- purchase 10/14 J

purchase 01/03 JT

purchase OS/OS JT

T -

IDEC

-

l . lnoome!Ga:in Codes: = $!;000or less . = "$1;00;)�'$2;50() ='S2;SO!w$5,000 I) = $5,001-$15,000 E = $15,001-$50,000

(See Columns Bl andD4) = .$50;001-$!00,000 = $um;oo1�s1 oop;ooo Hl. -:,$\,'OOO.(lOJ.$5,000,000 H2 =More than $5,000,000

2. Value Codes: = $15;000 or less . = $15;001•$50,000 = $50;001-$ HlO,O(l{I M =$100,001-$250,000

(See Columns C1 and D3) = $250,CI00-$500,000 ·= $500,001.;$1,000;000 = Sl OOO;OOJ-$5,000,000 P2 =$5,000,001-$25,000,000

P3 = $25,000;001-$50,000;000 :P4. =.$More than SS0,000,000

3. Value Method Godes Q =Appta il = Cost (Real fatale Only} =.Assessment = Cash/Market

(See Column C2) u =Book Value ,=Other

Page 9: NNCL DISCLOSE EPORT Ethics - Judicial Watch· Date ____ _ smoN NE OF ORITY ' '!, Rviewing NNCL DISCLOSE EPORT Report Required by the Ethics in Government Act of 1978 alnr Yer 2003

'�������-

A.

-

-

A

.F

1

N

.B

:G

K

0 "'$500,001-$1;000,000

c.

-

c

(2) (3)

- ..

(4}

(Ml)

·-

·:L M

P4

w

75.

76.

77.

79.

pt

(A·H) Codel

FINANCIAL DISCLOSURE REPORT Name of Person Reporting Date of Report

Pages of6 James, Robert G 5/11/2004

VII. INVESTMENTS and TRUSTS - income, value, transcations (includes those of the spouse and dependent children. See pp. 34-57 offiling instructions.)

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

Description of Assets Rp<>rting period reporting period (inc ng bUst assets)

Ifnol exempt from disclosure (I) {2) (I) (2) (I) (S)

Placo: "(X}" after each asset exei n Type (e.g. Date:ValueAmount Type (e.g. Value Value Gain Identity of from prior disclosure buy, sell, Code2 Methoddiv. rent or Month- Code2 Code 1 · buyer/seller. -

merger, DayCode3int) (J-P) (J-P) (if private redemption)(Q-W) transaclfon)

73. -Oakmark Fund- None sale K A05/06

74. -Berkshilre Hathaway None J T purchase 03/03 J

-Japan Fund Class S A Dividend J T purchase

- purchase

-IDEC Pillarmaceuticals None purchase

03/03

11/04

02/19

J

J

J

exchange ll/13 J Biogen78.

·-·

purchase-AllW•matic Data Processing A Dividend J T 02119 J

80. -Home Depot Inc A Dividend J

81. ·Heattland Value Prospectus Un de r None

82.

83.

84. -State Street Corp A Dividend J

85. -Equiitable Res Inc A Dividend J

86. . -Miclllaells Stores Inc A Dividend J

87. -Den1tsply Intl Inc A Dividend -

I

88. -TR Russell 2000 value index None K

89. -Biogen IDEC None J

90. -Fidelity Natl Finl A Dividend J

T

-

T

T

T-

T

T

T

T

purchase

purchase

purchase

sale

purchase

purchase

purchase

purchase

purchase

exchange

purchase

02119

05/05

05/19

12112

05/12

05105

05/05

05/05

12129

11113

11/10

J

K

K

L E

J

J -

J

J

K ···-

J IDEC

J

1. .lncomc/Giiin ,codes: =SJ.,001) (If less ;,,, $1.001;$2,SOP =$2;SOl·SSJIOO D "$5,001-SIS,-OOO E = $15,001-$50,000

{See Coltlllans Bl aiid·D4} = $50,0IJhSlOO;OOO =Stoo;oo1-:S1,o00,ooo. ·lfi = s1;000;001..:ss ooo;ooo H2 = More!hen$5,0QO,OOO

2. Value Code$: = 115.0ll-O orless · = S'IS;OOl·SSV,000 = :£50,-001-SJ 00,000 =$100,001 ·S250,1JOO

(See Columns-cl and D3} "'S250;00Q.$500,000 · p1 =$1,000,-00"!-$5;000,000 P2 = $5,000,001-$25,000,000

=.SMore than $50,000,000 P3 = $25;01l0,00l·$50:,000;000

3. Value Method Codes Q Appraisal R = Cost {Real .Estate Only) s =Assessment T =Cash/Market=

(See Colmnn C2) u =Book Value v =Other =Estimared

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·�������-

J

N

B G

K .,o

R

v

(3) (4)

M

91.

FINANCIAL DISCLOSURE REPORT Date of Report Name of Person Reporting

Page 6of6 James, Robert G 5111/2004

- income, ''3lue, transcations (includes those of the spouse and dependent cluldren. See pp. 34-57 offiling instructions.)vn. INVESTMENTS and TRUSTS

Description of Assets ( g trust assets)

Pla04: "(X)" after each asset exeint:,( from prior disclosure

-Anfo:usc:r Busch

92. -Community Trust Banlc, AccoW11tl ;

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

reporting period reporting period

(l)

AmolDlt Codel (A-H)

A

A

(2)

Type (e.g.div. rent. or int.)

..

Dividend

Interest

(I)

Value Code2 (J-P)

J

(2)

Value Method Code3 (Q-W)

T

T

(I)

Type (e.g.buy, sell, merger, redemption)

purchase

Ifnot exempt from disclosure (2) (5)

Date: Value Gain Identity of Month- Code2 Code 1 ·.buyer/sellerDay (J-P) (A·H) (if private

transaction)

10131 J

....

1. lnoome/Gain Codes: (See Colwm1s IBl and D4)

2. Value Codes:

{See Colw11ns Cl and D3)

3. Vah1e Method.Codes

(See Colulllln C2)

A = $1,000 er less F = $50,0Cll-SJOD,OOO

=.$1$,0CIO.-orless

"" $25P;Cltlo"$SOO,OOO

P3."" $25;000;001 �:$$0,000,tlOO

Q =Appralsl!u

u =Book Vi ue

= $1J)Oli·S2SOO -=·$100;!)0'1.:.$1,000,000

= .$1 S;Ol:ll'-'S5P;OOO · • ,.: $500,00H>l,OOO,-Ol)O .

=Cost (ReaTEstateOnly)

= Other

C =$2,501C$5;000

Hl =.S1;000,00J ,S5,000;000

L =nf1;001410Q;OOO

. Pl .,.,·s1,000;001"ss,ooo;ooo ·

P4. ""SMQretbati15Q;OOo;OOO

' s = Assessmcnl

W =Estimaled

D = S5,00l.Sl5,000 H2 =More than $5,000,000

M = SJ00,001"$250,-000

'P4 ... s;s,000;001.,s2s}ioo,-000

T =Cas!J/Marke!

E '"Sl5,00l-$50,,000

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Name of Person Reporting Date of Report .FINANCIAL DISCLOSURE REPORT

James, Robert G 511112004

. (Indicate p111 orReport.) VIll. ADDITION.AL INFORMATION OR EXPLANATIONS

1) Part Vll, page l, line 15 -This asset w:as formerly described as "Robinson Est. Property, Union Parish, LA (116 int.)" and was partitioned among the co-owners on 911212003.

·

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Report] 5/1112004

Name of Person Reporting Date of FINA.. ·CIAL DISCLOSURE REPORT

James, Robert G

IX. CERTIFICATION.

I certif)r 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 knowl dge 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 ar,e in compliance with the provisions of 5 U.S.C. § 501 et. seq., 5 U.S.C. § 7353, and Ju cial Conferenc regulations .

.

NOTE: ANY INDNIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAJLS TO FILE THIS REPORT MAY BE SUBJECT TO CNIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

/

FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure Admiriistrative Office of the United States Courts Suite 2-301

One Columbus Circle, N.E. Washington, D.C. 20544