Sarah Evans Barker

2011

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Pull out the substance of this filing.

What was filed

  • 21

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Please see note at Part VIII)
  • Federal Judges Association
  • Inch ana University --Purdue University at Indianapolis
  • LU Health (nonprofit). Formerly Methodist Health Group, tormerly Clanan Health £
  • Spencer Williams Foundation
  • Indiana Historical Society
  • George Mason Univ. & Law Ctr.
  • IU Health Morgan Hospital -- Nonemployee compensation

As filed

Indianapolis Post Office Credit Union, Account — Interest

JP Morgan Chase Bank — Interest

EuroPacific Growth Fund, American Funds (Mutual Fund) (IRA #1) — Int/Div

BlackRock Global Allocation Fund, Inc (Mutual Fund) (IRA #1) — Int/Div

FIA Card Services NA RASP (IRA #1, cash eq) (formerly Merrill Lynch Retirement Reserves) — Interest — Please see note at Part VIII)

CISCO Systems, Inc., Common Stock — Int/Div

JP Morgan Chase Bank — Interest

Hartford Whole Life — None

Franklin Templeton Founding Funds (FFACX) (Mutual Fund) — Int/Div

General Electric Common Stock — Int/Div

Ivy Global Natural Resources A (Mutual Fund) (IRA #2) — None

Ivy International Core Equity A (Mutual Fund) (IRA #2) — Int/Div

Waddell & Reed Advisors Core Investment A (Mutual Fund) (IRA #2) — Int/Div

Waddell & Reed Advisors Science/ Technology A (Mutual Fund) (IRA #2) — Int/Div

Waddell & Reed Advisors High Income A (Mutual Fund) (IRA #2) — Int/Div

Ivy Real Estate Securities A (Mutual Fund) (IRA #2) — Int/Div

Waddell & Reed Advisors Small Cap A (Mutual Fund) (IRA #2) — Int/Div — Part)

Waddell & Reed Advisors Asset Strategy A (Mutual Fund) (IRA #2) — Int/Div

Waddell & Reed Advisors Government Securities A (Mutual Fund) (IRA #2) — Int/Div — Sold

Waddell & Reed Advisors New Concepts A (Mutual Fund) (IRA #2) — Int/Div — Buy

IvyLimited-Term Bond A (Mutual Fund) (IRA #2) — Int/Div — Buy

D.rector 2001-2012, Immediate-Past President, as of 5/2010, Federal Judges Association

Board of Advisors, 1989-2012, Inch ana University --Purdue University at Indianapolis

Director 19596-2012, LU Health (nonprofit). Formerly Methodist Health Group, tormerly Clanan Health £

Director 2010-2012 ** (Please see note at Part Wii), Spencer Williams Foundation

D:.rector 2003-2012, Indiana Historical Society

Reimbursement — Federal Judges Association — 04/12-14/2011 — Washington, DC — Executive Comm/Board mtg — Air, lodging, and meals

Reimbursement — Federal Judges Association — 09/14-15/2011 — Washington, DC — Congressional reception — Air, lodging, and meals

Reimbursement — George Mason Univ. & Law Ctr. — 11/13-15/2011 — Arlington, VA — Civil Justice Symposium — Air, lodging, and meals

Spouse's income — IU Health Morgan Hospital -- Nonemployee compensation

Part I Positions(1-5, 7): The positions listed include the positions held for calendar year 2011 plus those held through

May 2012. In Financial Disclosures submitted in previous years, the positions were listed for the full calendar year (twelve

months total); however, in those past reports, including the 2010 Financial Disclosure, the reporting year was excluded.

Henceforth, the report will document positions for the full seventeen months.

Part I Positions(4): The Spencer Williams Foundation Directorship, an ex-officio position related to responsibilities as President

of the Federal Judges Association, was inadvertently omitted in the past and will be added to the Financial Discl. from now on.

Part VII Investments and Trusts (5): "FIA Card Services NA RASP" involves an aggregated and occasionally report-

able, temporary accumulation of IRA cash held as reserves and/or swept into deposit accounts in Merrill Lynch-allied

institutions. This is in essence a cash flow phenomenon which occurs to varying degrees within IRA account #1

prior to dividends, etc., being automatically reinvested in the underlying holdings, which themselves produced

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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