Rhesa Hawkins Barksdale
2018
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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. 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.