Rhesa Hawkins Barksdale

2018

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Pull out the substance of this filing.

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. Fd Cl A — None — Sold (part)

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

Amer. Fds. Growth Fd. of Amer. Mut. Fund Cl A — Dividend

Amer. Fds Inc. Fund of America Cl A — Dividend

IRA: Amer. Fds Growth Fund of Amer. Mut. Fd. Cl A — Dividend

Amer. Fds Balanced Fund Cl A — Dividend

Amer. Fds Capital Inc. Builder Fund Cl A — Dividend

Amer. Fds Inc. Fund of America Cl A — Dividend — Sold (part)

First Commercial Bank Cmn Stk — Dividend

Amer. Fds Capital World Gwth & Inc. Fd Cl A — Dividend

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 VIII)

MML Equity — None

Oppenheimer Global Securities — None

Fidelity VIP Contrafund — None

T.Rowe Price Equity Income — None

American Funds Growth Income — None

RHB IRA: Amer. Fds. Balanced Fund Cl A (see section VIII) — Dividend

IRA: Amer. Fds. AMCAP Fd. Cl A — Dividend

RHB IRA: Amer. Fds. AMCAP Fd. Cl A — Dividend

R'evolution Seafood Restaurant at Renaissance, LLC — None — Sold

RHB IRA: Amer. Fds. Cap. Inc. Builder Fd. Cl A — Dividend

IRA: Amer. Fds. Cap. Inc. Builder Fd. Cl A — Dividend

IRA: Amer. Fds. Balanced Fund Cl A — Dividend

RHB IRA: Amer. Funds Fund. Invstrs Fd. Cl A — Dividend — Buy

Liability — UBS — Credit Line

Liability — UBS — Credit Line

Liability — First Commercial Bank — Loan

Liability — Capital One — Credit Card

Liability — Bank of America — Credit Card

Reimbursement — Miss. Bar Convention — 07/11/2018 - 07/14/2018 — Sandestin, Florida — Speaker — Transportation, Lodging, Food

Reimbursement — Univ. Southern California — 10/29/2018 - 11/03/2018 — Los Angeles, California — Jurist in Residence — Transportation, Lodging, Food

Continuation of Section VII:

Line 1: 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 18: 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. Barksdale 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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