Rhesa Hawkins Barksdale

2018Annual

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What was filed

  • 32

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 5

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • UBS
  • First Commercial Bank
  • Capital One
  • Bank of America
  • Miss. Bar Convention
  • Univ, Southern California

As filed

Pecan Lane Apts. Ltd. (see section VIII) — Distribution

RHB IRA: Amer. Fds Growth Fd of Amer Mut. FACI A — None — Sold (part)

RHB IRA: Amer. Fds Growth Fd of Amer Mut. FACI A — Sold

Amer. Fds. Growth Fd. of Amer. Mut. Fund CA — Int/Div

Amer. Fds Inc. Fund of America CI A — Int/Div

IRA: Amer. Fds Growth Fund of Amer Mut. Fd. C1 A — Int/Div

Amer. Fds Balanced Fund C1 A — Int/Div

Amer. Fds Capital Inc. Builder Fund C1 A — Int/Div

Amer. Fds Inc. Fund of America C1 A — Int/Div — Sold (part)

First Commercial Bank Con Stk — Int/Div

Amer. Fds Capital World Gwth & Inc. Fd Cl A — Int/Div

Brighthouse Financial (see section VIII)

BH Asset Allocation 100 Portfolio — None

MetLife Stock Index — None

MFS Total Return — None

Fidelity VIP Eq Inc — None

BR Cap. App — None

L/S Small Cap — None

MassMutual Flexible Variable Life Ins. (see section VII

MML Equity — None

Oppenheimer Global Securities — None

Fudelity VIP Contrafund — None

T.Rowe Price Equity Income — None

American Funds Growth Income — None

RHB IRA: Amer. Fds. Balanced Fund C1 A (see section VIII — Int/Div

IRA: Amer. Fds. AMCAP Fd. CIA — Int/Div

RHB IRA: Amer. Fds. AMCAP Fd. CI A — Int/Div

Revolution Seafood Restaurant at Remaissance, LLC — None — Sold

RHB IRA: Amer. Fds. Cap. Inc. Builder Fd. CIA — Int/Div

IRA: Amer. Fds. Cap. Inc. Builder Fd. Cl A — Int/Div

IRA: Amer. Fds. Balanced Fund C1 A — Int/Div

RHB IRA: Amer. Funds Fund. Invstrs Fd ClA — Int/Div — Buy

Liability — UBS — Credit Line

Liability — UBS — Credit Line

Liability — First Commercial Bank — Loun

Liability — Capital One — Credit Card

Liability — Bank of America — Credit Card

Reimbursement — Miss. Bar Convention — 07/11.2018 07/142018 — Sandestin, Flonda — Speaker — Transportation, Lodging, Food

Reimbursement — Univ, Southern California — 10292018 114032018 — Los Angeles, California — Junist in Residence — Transportation, Lodging, Food

Continuation of Section VII:

Line I: Purchased in 1984; $13,980

Lines 11-17: The values provided in lines 13-18 are from the most recent "Your Annual Statement of Values”, as of 27 August 2018

Line I8: The values provided in lines 20-24 are from the most recent "Policy Annual Report”, as of 21 December 2018

Line 24: "RHB IRA" - Rhesa H. Burksdale IRA with UBS Financial Services: Jackson, Mississippi

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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