Barbier Carl J - Judicial Watch...GTE South Debenture 2115i08(Bond) A Interes. t Redeemed 2/15 J A...

12
Barbier_Carl_J

Transcript of Barbier Carl J - Judicial Watch...GTE South Debenture 2115i08(Bond) A Interes. t Redeemed 2/15 J A...

Barbier_Carl_J

PURPOSE

FINANCIAL DISCLOSURE REPORT

Page 2of12

Name ef Person Reporting

Barbier, Carl J.

Date of Report

05il2/2009

III. NON-INVESTMENT INCOME. (Reporting iltl1Afd11ttlandspt111U; uepp.17-U offllinginsmu:tions.)

A. Filer's Non-Investment Income

[{] NONE (No reportable non-investment income.)

SOURCE AND TYPE INCOME (yours, not spous<:'s)

1.

2.

3.

4.

B. Spouse's Non-Investment Income - Ify011 H't!rr numit!tl during 11ny portion of the rt!J>ortingyar, complae this section.

(Dollar amount nol required excepl jor honoraria.)

[Z] NONE (No reportable non-investment income.)

SOURCE AND TYPE

1.

2.

3.

4.

IV. REIMBURSEMENTS -1T1111Sportlllion, lodging,food, entertahtmenL

(lnc!U<les those /0 spouse m>d depenclenl children; see pp. 15-27 ojjiling insln1elions.)

D NONE (No reportable reimbursements.)

SOURCE DATES LOCATION ITEMS PAID OR PROVIDED

1. LSU Law School 3/6-7/2008 Baton Rouge, LA. CLE program Food and lodging

2. New Ork<UlS Bar Association 5/11-1312008 Point Clear, AL Bench Bar Conforence food and lodging

3. LSU Law School 11/6-7/2008 Baton Rouge, LA. CLE program Food and lodging

4.

5.

Name of Pruen Repertlag Date ofRrporl FINANCIAL DISCLOSURE REPORT

Page 3of12 Barbier, Carl J. 05/12/2009

V. GIFTS. (Inc/Ides tlr.ne to 6po11se 11nd depmilent children; sa pp. lB-31 t>f fi6ng i1tstroai1>ns.)

[Z] NONE (No reporlable gifts.)

SOURCE DESCRIPTION

I.

VALUE

2.

4.

VJ. LIABILITIES. (Inc/Ides those t>f spouse t1nd tkpendent children; see pp. 31-33 of filing instructions.)

[Z] NONE (No reponable liabilities.)

CREDITOR DESCRIPTION.

I.

VALUE CODE

2.

3.

4.

5.

I A

\llll ___ ___

p_m-cr- - -·-:_·afrrus-ir _r_t -·c_: _:_:_ .. _t _____ --1... __ __L ____ ...L. ___ ..L_ ___ .i._ ____ __J ___ ..J.... __ ..J....

__ ..J.... ____

____ __J

I i4)

L

I

\1)

3.

Name of Person Reporting Dale of Report FINANCIAL DISCLOSURE REPORT

Page 4of12- Barbier, Carl J. 05/J212009

VII. INVESTMENTS and TR u STS - inc""'" vabJ-. ITllnstlCti"ns (Includes tlwse "f sp"use Rnd depemknt children; .,.,, pp. 34-60 of filing instructions.)

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

Drscriprion of As.rts lncomr during Gross valur at md of Transactions during rt:pMing prriod reporting prriod n:poning prriod

(I) \2) \I) \2) (2) \3) (5)ldmtity ofI Datr \'alurJ.'\mount Typr (r.g., Valur Value Typt" (r.g.,

1 Codr I div.• rent, Codr2 Mt:thod l>uy. sdl, Month-.:xempt from prior di,;closun: I IIredemption)

GainI buyrrisrUrrCodr2 I l'odrl

\1-P) (A·H) (if private trdDSaction)

I \A-H) \1-P) Codr3 D.tyor int.)

(Q-W)

GTE South Debenture 2115i08(Bond) A Interest Redeemed 2/15 J A

2. Florida Power Company (Bonds) A Interest Redermed 2101 J A

Potomoc Eleet.ric Power Co (Bonds) B Intert:st Redeemed 10/15 J A

4. ITT Corp Sr.Debenture A Interest J T

5. General Foods Corp(Bonds) c Interest K T

6. Teon. Gas Pipdine Debentun: B Interest K T

7. AMR Corp. (Unst:e. Notes) A Interest J T

8. NM Ford Motor Cdt Co.(Bond) A Interest J T

9. USX-Marathon Gip Deb B Intrn:st K T

10. Commonwr.alth Edison Co(Bond) A Interest Sold. 2/19 J A

11. Bellsoulh Corp. I 2/ 15/2016 (Bonds) B Interest K T

12. Anheuser Buscb Notes Apr 01 201& B Interest K T

13. Transocean Seiko Forex Notes 4/15/18 B Interest K T

14. NM Bank of NY BE A Interest Redeemed 3117 J A

15. Anheuser Busch Cos Inc Notes Mar OJ 2019 A lnt<!rest K T

16. Penn. Electric Co. Sr. Not.:s 4/01119 A Interest J T

17. Duke Capital Corp. Global Notes c Inkrest K T

1. hK.-ome Gain Code;: A =S 1. 000 odcss B=Sl.001- S2.500 C =S2501 - SS.000 O=S5JJ01 -$15.000 E =S15.00I - SS0.000 (Sec Colwnns BI and 04) F=S50.001-SI00.000 G=SI00.001- Sl.000.000 HI =Sl.000.001 -$5.000.000 H2 =More obao $5.000.000

2 Value C.odcs J =S15. 000 oc Jeso K =S 15.001 -S50.000 L=SS0.001 - Sl00.000 M =SI00.001 - $250.000 (Sec Collllllni Cl aod 03) N=$250.001 - $500.000 o=S500.ool - Sl.000.000 rt =St.000.001 - S5.ooo.ooo l"2 =SS.000.001 -$25.000.000

Pl =S25JlOQ001 - SS0.000.000 N =Moi !ban SS0.000.000 3 V aluc McthOO Codes

(&c Colwun C2) Q=Apprai<al U=Book Valuc

R =Cost (Real Estate Only) ¥=Otha

S=Ms.es.smart W =Estimated

T =Cash Market

I i

I

i

I

II 1

I

I

I

1· i

25.

34.

Name of Person Reporling Date of Report FINANCIAL DISCLOSURE REPORT Page 5of12 Barbier, Carl J. 05112/2009

VII. INVESTMENTS and TRUSTS - incon•e. v111 ...,, tr11nstu:ti11ns anc1u11es those of spouse 11nd dependent children; see PP· 3.s-1;0 of filing mstrnL1ions.)

0 NONE (No reportable income, assets, or transaL1ions.)

B. c.A. D.Description of Ass<ts lncomr during Groos valu< at end of Tr.sru;actions during reponing period (including trust ab•<t> J1']>0ning period I r<p0Jting period ) (l) 12)11> 12) 13) i 14J 15)A unt I T;2;r:.g.,Plac< "OQ" after r:ad1 assrt Value i G_"ain '! Jdr:nrityofTypi: Ir:.g., Datrexempt from prior disclo,;urr: Codel div., rent, buy, sdl, I Monlb Cod< 2 I Code I buy<rlseU<rI -I A or int.) rodemption) I>·y (if private (J-P) I \A-H) transaction)(Q-W)\ -H) j �;:2 i!�l 18. Ford Holdings Inc Deb A Interest J T

19. Scana Corp. Ser Mtn Apr 01 2020 A Interest J T Buy 6/16 K

20. Bank of New York Co Inc Sr Sub Ser Dec B Interest K T Buy 12115 K 15 2020

21. Halliburton Co Deb.,ntures 3101121 B Inter<OSt K T

22. Caterpillar Fin Se1v Crp (Bond) 12115121 B Interesl K T

23. El Paso Nat Gas {Bond) A Int.,resl J T

24. Gen Eloc Cap Corp (Sr. Notes) B Interest K T

Coca Cola Ent. Debentur<OS Feb 01 2022 B Interest K T

26. USX Corp Debentures B Interest K T

27. Coca Cola Ent. Inc. Debentures Sep 15 2022 c Interest L T

28. USX .Marathon Grp Dt:bentures Mar 01 c Interest L T 2023

29. Chesapeake & PotomocTd Co Debentures B Interest K ·T May 01 2023

30. Anheust:r Busch Cos Inc Bonds May 15 B lnti:rest K T·

2023

31. U.S. West Comm. Debenture B Interest J T

32. Gt:n Motors Corp Global Bds July 15 2023 A lnt<:rest J T

33. USX Marathon Group Debentures July 15 B Interest K T

Southern Union Co. Debentures A Interest J T

ln<omc Gain Cod<s: A=Sl.OOOockss B =Sl.001- S2,500 c =S2.501 - $5.000 0 =S5.001 - $15.000 E =Sl5.00I - $50.000 (Sec ColUI!llli BI and 04) F =SSOJlOI -SI00,000 G =SI00.001 - Sl.000.000 HI =Sl.000.001 -SS,000.000 H2 =More 1ban SS.000.000

2. Value Codes J =$15.000 or less K =$15.001- $50.000 L =S.50.001 - Sl00.000 M =SI00.001 - $250.000

(Sec Colunio> Cl and 03) N =S150. 001 - $500.000 0 =S.500.001 - $1.000.000 Pl =Sl.000.001 -$5.000.000 l'2 =S5.000.001 -$25.000.000

P3 =125Jl00,001 - $56.000.000 P4 =Mo.-t than 150.000.000 3. Value Mctbcd Codes R =Cost (Real Estate Ooly) S =Asses.amcot T =Cash Market Q =Appcaisal

(Sec Column C2) U =Book Value v =Od!ct W =Estimated

2023

I

A.

FINANCIAL DISCLOSURE REPORT Page 6of12

Name of Person Reporling

Barbier, Carl J.

Date of Report

05/12/2009

VII. INVESTMENTS and TR us TS - inc:onie, valae, 1Nlnstu:fions (lnduda those ofspDUSI' Rnd depmdent c:hi/dren; see pp. 34-1>0 of ji6ng instructions.)

D NONE (No reportable income, assets, or transae,1ions.)

35.

36.

37.

38.

39.

40.

41.

42.

43.

44.

45.

46.

47.

48.

49.

50.

51.

Drscription of A..rtli \including trust usrts)

Placr "(X)" atit:r tach assrt .xrmpt from prior disclosurr

Time Warner Cos Inc Debentures

New Jersey Bell Tel. Co Deben

Union Carbid Deben 6/1125

Citizens Utilities Co Notes

Ford Motor Co. 11!15/25(debentures)

Burlington Resourc.es Inc Debentures 2/15126

Indiana Bdl Id Debentun:s Aug 15 2026

Sout hwestern Bell T d D.:benture

Bristol M.:yers Squibb D<1ben Nov 15 2026

Hydro Qu -bec Deb Ser GQ MBIA-IBC

Prullip Morris Cos Inc Debentures

Eli Lilly & Co (Bond) 3/15/27

Wal-Mart Stores .• Inc (Bond) Apr 05 2027

GTE Calif Inc Debentures May 15 2027

Hi:rshi:y Foods Corp Deb

Seagull Energy Corp Sr. Notes 9/15/27

Pioneer Natural Resource Co. (Bond)

1 J..ocomc: Ga.in Codes: A =Sl.000 or ks; (Se. Co!U!Wli> Bl and 04) f =SS0.001 - $100.000

Value Codes J =SIS.000 or k;.s (Sec ColU!llD> Cl and D3) N =S250.001 - $500.000

c.B. lncomr during

reponing period Groos valur at md of

reporting p>:riod

I (I) I IAmount! I Codrl ! l (:HJ) I

B

A

A

c

A

B

D

A

B

B

B

A

B

c

A

c

B

(2) TYJ>I' ( r.g., div., rrnt.

or int.)

Interest

Interest

Interest

Interest

Interest

Interest

Interest

lnkresl

Interest

lnten:st

Intt:rest

Interest

Interest

lnlt!rest

Interest

Interest

Interest

B =Sl.001- S2.500

(I)Valur Codr2(J-P)

K

J

J

K

J

K

M

J

K

K

K

K

K

K

J

K

K

G =SJ00.001 • Sl.000.000

K =$15.001 - S50.000

O =S500.00J- Sl.000.000

(2) Valur

Mrthod Codr3 (Q-W)

T

T

T

·T

T

T

T

T

T

T

T

T

T

T

T

T

T

\I) Typr\q;., buy, sdl,

redemption)

Buy

C =SZ.501 • S5.000

HI =$1.000.001 - $5.000.000

L =$50.001 • SI00.000 r1 =S1,ooo.001 - ss.000.000

l'l =S25.000.001 • $50.000.000 N =More lhao SS0.000.000 3 Value Mccbod Code• Q=Apprai;al R =Cost (lkal &<ate Only) S =As.scssmcut

(Sec Columo C) U =Book Value V=Qlh<r w =Estimau:d

D. Tr.mi;actions during rrpotting period

(2) Datr

Month -o-..y

3112

(3) (4)

I Valur I G-<1in Codr 2 l Codr II (J-P) I (A-H)

K

D =S5.001 • SIS.000

H2 =Mocc !ban $5.000.000

M =SI00.001 - $2. 0.000

l'Z =SS,000.001 - $25.000.000

T=CasbMart.d

(5) ldrntity of

buyerlsrUrr (if private

transaction)

E =S!S.001 - SS0.000

I

1' ]

=Mo .. c

I I ! I

I I I I

54.

55.

57.

59.

c.

\I) (I)

n:W:mption)

D.

buy, sdl,

FINANCIAL DISCLOSURE REPORT Name of PenoJJ Reporting Dale ef Reporl

Page 7of12 Barbier, Carl J. 0511212009

VII. INVESTMENTS and TRUSTS - income. v.me. transactions anc1udes those of spouse 11nd tkpt!ndenl children; ue PP· 34-60 of fi6ng insm•ctions.J

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

A. B. De...-riprion of As:>"1li Gm<.. valur al md of lncomr during T r.i.ru>actions during n:poning period (including trust assets) RJ)Oning period RJ)Onini,: period

I (2) (3) \4) Amount ValuePlace "\X)" after each illiSet ·

\I) (2) \2) (5)I ID-.ne GainValue Typr \r.g., Value Identity of

1::.�� ICode I aempt from prior disclosun: Month .I Code 2 Code 11Code2 Method buyt:tlseller. ,

\A-H) or int.) \A-H)\1-P) Codr3 D-•y \1-P) (ifprivatr transaction)(Q-W)

52. Sears Roebuc-k Ac-cept Deben B Interest T

53. Con Edison (Debentures) A Interest J T

GTE Florida (Bond) B Interest· J T Buy 4/10 J (add1)

KN Energy Inc. Deben 3/01/28 A Interc:$1 ] T

56. Oc<-idc:ntal Pdrolewn Apr 01 2028 B Interest K T Buy 2/15 K

Bell Atlantic Corp Deben B Interest J T

58. GTE Corp Debentures 4/15/28 c Interest K T

Heinz (HJ) Co (Bonds) July 15 2028 B Interest K T Buy 7116 K

60. Pdro Canada Debell 11/15/28 A lliterc:st J T

61. Bell Atlantic Penn Bonds· B lnkrest K T

62. Duke Energy Corp (Sr Notes) B Interest K T

63. Burlington Resources (Deben) 3/01129 B Interest K T

64. Conoco Inc (Senior Notes) 4/15/29 B Interest K T

65. Norfolk Southern Corp Bonds 5/17129 B Interest K T

66. Amerada Hess Corp Bonds Oct 01 2029 c Interest K T

67. Dow Chemical Co Bonds Nov 01 2029 B Interest K T

68. New Jersey Bell Tel Co Deben 11/15/29 B Inkresl K T

I lnoomc Gain Codes: A=Sl.OOOodc&< B =SlJlOI -S2500 C =S2.51ll - SS.000 D=S5.001-S15.000 E =S!S.001 • SS0.000

(See Columns Bl aod 04) f =SSO.OOl -SI00.000 G =SI00.001 -Sl.000.000 HI =Sl.000.001 • SS.000.000 H2 -Mc<c 1bao SS.000.000

2. Va!U< C.odcs J =Sl5.000 orless K =Sl5.001-S50.000 L =SS0.001 - Sl00.000 M =Sl00.001 -S250.000

(See Columos Cl aod 03) N =$250.001 -$500.000 o=SS00.001 • Sl. 000.000 !'I =Sl.000.001 -SS.000.000 l'2 =SS.000.001 -S25.000.000

3. Value Mclhod Codes

(SecColwnn C2)

Pl =S1S.000.001- SS().000.000 Q =Appraisal U =Book Value

R =C<>St (Real F.sutc Only) v =Olbtt

P4 th>n $50.000.000 s =As.i illleot

w =Estimat<d

T =Cash M<ul<.<t

I A.

I I I I ! I I I I I (A- \ \ I

c

Aull:

I

FINANCIAL DISCLOSURE REPORT Page 8of12

Namr of Prrm1 Reporllng

Barbier, Carl J.

Date of Report

05/12/2009

VII. INVESTMENTS and TRU s TS - income, vllhJe, trsnsllCtions (lncluda tlwse of spouse 11nd dependenJ children; Sll pp. 34-60 ttf filing i11structions.)

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

B. c. D. Drscription of A""rts lncomr during Groos valur at rnd of Trdnsactions during rtp011ing pmod

!including trust assi:ts) reporting prriod reporting pmod

(I) (2) (I) (2) (I) (2) (3) (4)

(5) Placr "\X)" atirr r-dcb aosr:t l,.\mount 1 TYJ'<" (q;., Value Value Typ< \e.g., I Date I Value fr.' ldt:111ity of i t:Xrmp! from prior disc losurr I Codr I div., Tt:'lll, Codc2 Mr:thod buy, sell, Monlh - Code 1 c::,. buyrrlseUrr

or int.) (J-P) Code 3 mkmption) Day \ \l-P) (A- (if private (Q-W) transaction)

69. Wal Mart Stores Bonds Ft:b 15 2030 Intim:st K T

70. Dominion RIOS Cap TR ill Cap Securiti<OS B Interest K T

71. Texaco Capital Inc Deb.,ntur"s A Int.,r"51 J T

72. Florida Pow"1· Corp (!st Mortg Bonds) B Interest K T 3/01133

73. Wisc.onsin Electric Powrr Unsub Notes A Int.,rest J T 5/15/33

74. Florida Power & Light Isl Mtg Bonds A Interest J T 04/01/34

75. United Airlines Escrow (Deben) None J T

76. UAL Corp Com New (common stock) None 1 T

77. Merrill Lync.h CMA Tax-Exempl Fund A Dividend K T

78. E.Baton Rouge Prsh La. New Puhl Hsg B Interest Redeemed 8/01 J B AugOl OS(muni bond)

79. E Balon Rouge Par La Pub Hsg Aug OJ 09 A ·Interest 1 T (muni bond)

80. Orleans Par La Phwide Sc-h Dist Sept 01 I 0 A Interest J T (muni bond)

81. Shreveport .La Wlr & Swr Rev Ser B Dec 01 B Interest K T 10 {muni bond)

82. New Orleans La EHA HTL Rv Jan 15 11 A Interest 1 T {muni bond)

83. St. Tammany Prsh Wide Sch Dist 12 Ser A A lnkrest Rffie.,med 3103 J A Mar.01 ll(muni bond)

84. St. Tammany Prsh Wide Sch Dist 12 Ser A B Intt:rest Red<:<:med 3/03 K A Mar 01 12(Muni Bond)

85. Orleans Par La Sch Brd Sep 01 12 (muni A Inter"51 J T bond)

1 Income Gain Codes: A =Sl.OOOor ks. B =Sl.001 - S">...500 C =$2.501 - SS.000 D =SS.001 - SIS.000 E =Sl5.00I -$50.000

(See ColWlll» Bl and 04) F=SS0.001-$100.000 G =Sl00.001-St.000.000 HI =Sl.000.001-$5.000.000· H2 =Mon: lbao $5.000.000

2 v alu< Code• J =$15.000"' kS& K =SJ 5.001 - $50,000 L =S50.00I -SI00.000 M =SI00.001 - S.250.000

(Sec ColU?ll.05 Cl and 03) N =$250.001 - $500.000 o =S500.00I - Sl.000.000 r1 =s1.ooo.001 -ss.000.000 P2 =SS.000.001 - $25.000.000

Pl =S!S.000.001 - SS0.000.000 P4 =Mol'< !ban SS0.000.0003. Value Method Codes Q=Appraisal R =Cost (R<a1 Estate Only) S =Asscs cnt T<asbMarl<ct

(Sec Column C2) U=Book Value V=Otbcr w =Estimated

I

I

=Mo ..

&. I co'.::\

FINANCIAL DISCLOSURE REPORT

Page 9of12

Name uf PerJiDD Reporling

Barbier, Carl J.

Date efReport

0511212009

VII. INVESTMENTS and TR u STS - income, ll/ae, tr11nst1etions (lnclader t""5e of spoase and depemknt children; Stt pp. 34-60 of filing instructions.)

D NONE (No reportable income, assets, or transac.1ions.)

B. c.·"­Description of As.set> lncomr tluring Gross valne at i:nd of

(including trust asset>) n:poning period n:poning period

\I) Place "(X)" after each assrt

"1'.rmpl from prior disclosure !Amount II Codr I

(A-H)

86. La. Pub Faes AT RVHlth Faes A RrfJun A 01 13 (muni bond)

87. Shreveport La Wlr-Swr Rv Ser B DI!!:' 01 13 A (muni bond)

88. La. St Ofr Fe Cptl Cmplx PG-St:r A Mar 01 A 16 (muni bond)

89. T emilionm: Pit Hsp Svc DI No. I Hsp Rv ARf Apr0l l 7(muni bond)

90. Jdf Parish La Sch Brd Sls-Tax Rv Mar 01 A 20 (muni bonds)

91. Bossier Parish La Sales & Use Tax.Jul 01 21 B

92. Orleans Prsh La Prhwde Sch Dist Ser A Sep B 01 21 (muni bd)

93. Jefforson La Sales Tax Dt Sp! Sis Tax Dec B 01 22 (muni bond)

94. St. Tamm y Prshwide 03101124 (muni B bonds)

95. East BR Prsh LA R«-Pk May 01 24 (muni A bond)

96. Louisiana Pub Faes Auth Hosp Ri:v A Rfdg A Jul OJ 25

97. Monroe La Sales & Use Tax Rev Ser A Jul AOl 27

98. Ernest N Moria I-New Orleans La Exhb Hall A AT Jul 15 27 (muni)

99. Colorado Springs Colo Util Rt:v Sys Impt B Nov 15 27

100. La Pub F acs Au th Rv Rf Dillard Feb OJ 28 A

101. Louisiana LCL Gvt Enviro FC CDA RV B Tech Jul 01 28

102. La St Gas & Fuels Tax Ri:v Ser A Jun 01 32 A

1 lnoome Gain Codes: A =Sl.000 or less {See Coloruns Bl and 04) F =S50.00t -SI00.000

2. \'aluc Codes J =SlS,000 tt less (See Columos Cl and 03) N =S250.001 - $500.000

P3 =S25.000.001 - SS0.000.000 3 V oduc Method Codes Q=Apprusal

(See ColWllQ C2) . U=Book Value

(2) (I) (2) (!) T ypr(e.g., Value Value Typr (r.g., div., rent, Codd Mt:thod buy, •di,

or int.) (J-P) Codr 3 redemption) (Q-W)

Interesl ] T

Interest ] T

IntereSI K T

Interest ] T

Interest J T

Interest K T

Inlt:rest K T

Inh:rest Redeemed

Interest K T

Interest K T

IntereSI Redeemed

Interest J T

Interest J T

Interesl K T

Interest Re&.omed

Interest K T

Interest ] T

B =SUlOI - $2.500 c =S2.5ll1 - $5.000 G =SI00.001-Sl.000.000 HI =Sl.000.001 -$5.000.000

K =$15.001-$50.000 L =SS0.001 -Sl00.000 0 =SS00.001 - Sl.000.000 Pl =Sl.000.001 - SS.000.000

N e than SS0.000.000 R =Cost (Real Estate Ooly) s =A» .srucot v =O!h<r w =£stimat<d

D. Tr.msactions during n:poning period

(2) (3) (4) (5)D•tr

I Valur I .

Identity of Month- Codr 2 buyrr/sdlrr

D•y \J-P) I (A-H) \ifpri.vatr tnmsaction)

12101 K A

8/25 K A

2/01 J A

D =S5Jl01-Sl5.000 E =S\5.001 - S50.000 H:? =Mc<e lbao $5.000.000

M =$100.001 -$250.000 P2 =S5.000.001 -$25.000.000

T =Cash Market

A.

N

FINANCIAL DISCLOSURE REPORT

Page 10of12

Name of Per sen Reperting

Barbier, Carl J.

Date of Re pert

05il2/2009

VII. INVESTMENTS and TRUSTS - inc11n1e, value, ITll11Stu:tfons (Includes those 11/sp11use and depeiulent children; Sll pp. 34-IJO 11/filing instructi11ns.)

D NOl\1E (No reportable income, assets, or transactions.)

B. c. D. O.:scriprion of Assrts 1nl:o= during Gross valur at rnd of Trnnsactions during n:poning period

\including trust .,.,.,t:>) reporting period reporting period ii)

I (2) (l) (2) (I) (2) I 13) \4) (5)

Placr "(X)" aftrr oach assrt Amount Typr(r.g., Valur Valur Type(r.g., Datr Valur G-..in ldrntity of t"Xrmpt from prior dii;closurr Code l iliv.. rmt. Code2 Method buy, sdl,

I Month- Cod.:2 Codr l buyrr/sellrr

(A-H) . or int.) \l-P) Codi: 3 rodrmption) D.ty \l-P) \A-H) \ifprivatr

(Q-W) transaction)

103. Cakasieu Parish La Pub Tr AT STD LSE B Inten:sl K T REV May 01 33 (muni)

104. Louisiana Univ-Agric CLG 07i01/33 B Interest K T

105. Merrill Lynch Bank USA RASP (money A Interest J T market)

106. GTE South Deb.:nture Feb 15 08 (Bond) A Interest Redeemed 1!15 J A

107. Cooper Tin' & Rubber Co Nott!s Dec 15 19 A Inter"51 J T (Bond)

108. Phillip Morris Cos Inc Debentures Jan 15 27 B Inter"51 J T (Bonds)

109. Aegon l\'V PFD B Inter"51 J T

110. Citigroup Capital XI Trust Pfd Secs Cum A Interest J T Sepl27 34 (Bonds)

li I. Florida Pwr & Li Cap TR Mar 15 2044 A Interest J T

112. FPL Group Capital, Inc (Jr. Sub Note) A Interest J T 10/01/2066

113. Georgia Power Cap TR VII Jan 15 2044 A In1er"51 J T

114. Xe.el Energy Inc Jr. Sub Noles Jan l 206& A Interest J T Buy 2/21. J

ll5. Brandywin" Fund (slock mutu.al fund) A Distn"bution M T

ll6. Vanguard Tl! Stk Mk1 lndt:x Fund D Divid.,nd T

117. Vanguard Prime MM Fund A Dividend J T

118. Capilal On" Bank- checking/savings A Inl.,rest K T

1. locome Gain Codes: A =Sl.000 or ks.3 B =SI.001 - S2.500 C =S:!.501 -S5.000 D =S5.00l -S15JJOO E=S15.001 - $50.<KIO (See Colwnn;; BI aod 04) F=S50.001- SI00.000 G=SJ00.001 - Sl.000.000 HI =Sl.000.001 -$5.000.000 H2 =MoR lhao $5,000.000

2 v alU<: c.ooe. J =SIS.000 CIC Jc;, K =$15.001-$50.000 L =$50.001 - SI00.000 M =SI00.001-$250.000 (SceColll!llns Cl aodD3) N =S250.001 -SS00.000 O =$500.001-Sl.000.000 Pl =$1.000.001 - $5.000.000 l'2 =$5.000.001 -$25.000.000

3. Value Melbcd Cedes P3 =$25.000.001 - SS0.000.000

Q=Appraisal R =Ccst (Real f.sute Only) P4 -Men: lhao $50.000.000

S=Asscssmcnt: T=Ca;;bMad<t

(See Column C2) U =Boo!< Value V=Olbcr W =Estima!<d

Name 11f Penoa Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 11 of 12 Barbier, Carl J. 05il2i2009

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicllkpntofkport.)

FINANCIAL DISCLOSURE REPORT Page 12of12

Name ef Person Reporting

Barbier, Carl J.

Dale efReporl

0511212009

IX. CERTIFICATION.

I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accu rate, true, and complete to die best of my knowledge and belief, and that any information not reported was wi thheld because it met applicable statutory provisions permitting non-disclosure.

I further certify that earned income from outside employment and honorarla and the acceptance of gifts which have been reported are in compliance llith the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

Signature

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR AlllD 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 Columbu Circle, N.E. Washington, D.C. 20544.