Clement Edith B 1 - Judicial Watch › wp-content › uploads › 2013 › 11 › Edith-B...c 53. 55. 56. 59. 63. 64. 67. 1/3 FINANCIAL DISCLOSURE REPORT Name Person Reporting Date

Clement_Edith_B 1

FINANCIAL DISCLOSURE REPORT

Page 2of11

Name of Person Reporting

CLEMENT, EDITH B

Date of Report

4/28/2009

Ill. N 0 N-JNVESTMENT JN CO ME. (Reporting individ11a/ and spouse; see pp. 17-24 of filing instructions.)

A. Filer's Non-Investment Income

!ZJ NONE (No reportable non-investment income.)

SOURCE AND TYPE INCOME (yours, not spouse's)

I.

2.

3.

4.

B. Spouse's Non-Investment Income - I/you were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria.)

[ZJ NONE (No reportable non-investment income.)

SOURCE AND TYPE

I.

2.

3.

4.

JV. REJMB URSEMENTS -- transportatio11, lodgi11g,food, entertainment. (Includes those to spouse and dependent children; see pp. 25-27 of/iling instructions.)

D NONE (No reportable reimbursements.)

DATES LOCATION P URPOSE ITEMS PAID OR PROVIDED

March 31-April 2, Charlottesville, VA, Preside over final round of the UVa Moot Court Board (Transportation, room and meals)

April 9-12, New York, NY, Preside over Moot Court (Transportation, room and meals)

3. Ave Maria School of Law May 13-14, Ann Arbor, Ml, Deliver graduation address (Transportation, room and meals)

4. Foundation for Research

on Economics and the Environment

October 8-13, Rancine, WI, Attend a seminar (Transportation, room and meals)

5. St. Thomas More Society October 30-31, Honored Guest, luncheon speaker

SOURCE

I. University of Virginia Law School

2. Columbia Law School

FINAN.CIAL DISCLOSURE REPORT

Page 3of11

Name of Perso11 Reporting

rLEMENT, EDITH B

Date of Report

4/28/2009

(Transportation, room and meals)


Page 4 of lJ


CLEJVIENT, EDITH B

Dace of Report

4/28/2009

V. GIFTS. (Includes those to spouse and dependent children; see pp. 28-31 of filing instructions.)

IZJ NONE (No reportable gifts.)

SOURCE DESCRIPTION VALUE

I.

2.

3.

4.

5.

VJ, LJABJLJTJES. (lnc/11des those of spouse and dependent children; see pp. 32-33 ofjiling ins/ructions.)

IZJ NONE (No reportable liabilities.)

CREDITOR DESCRIPTION VALUE CODE

l.

2.

3.

4.

5.

----- ·-------------·-----

--------·�------·-··--·----

(I) (1)

--·---·�---�----


Page 5of11


CLEMENT, EDITH B

Date of Report

4/28/2009

VII. INVESTMENTS and TRUSTS - income, vatue, transactions r1nc1udes those of spouse and dependent children: see PP· u-60 of filing instructions.)

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

A.

Descriplion of Assels

(including tmst assels)

Place "(X)" after each assel

exempl from prior disclosure

I. J P Morgan Chase (n/c fin Bank One 7 /05)

2. Rental Property/Residential FMV

3. Dimon, Inc

4. 8 x 8 Corp

5. Microsoft, Inc

6. Pepsico

7. SBC Communications, Inc

8. Verizon

9. AIM Mid Cap Core Equity Fund Cl C

10. ALCA TEL ALSTHOM Spon ADR

11. Alliance Bernstein Global Value ABCGX

12. Alliance Bernstein Int'! Value Fund C AWPCX

13. Alliance Int'! Growth Fund Class C ABICX

14. Allianz OCC Renaissance C n/c 4/5 PIM CO PEA Renaissance Fund

15. AM Funds Capital Income CIBCX

16. AM Funds Capital World & Inc Fund Class C CWGCX

17. American Funds Growth Fund of America Fund Class C

B. C.

Income during

reporting period

Gross value at end of

reporting period

(2) (2)

Amount Type (e.g., Value Value

(1) Type (e g.,

Code 1

(A-H)

B

E

A

D

D

E

div., rent, Code2

or int.) (J-P)

Method

Code3

(Q-W)

buy, sell, Monlh - Code 2 Code 1 buyer/seller

redemption) Day (J-P) (A-H) (ifpriva1e

transaction) ------ ·-- ----- - -- ----- -- -- ---------

Dividend K

Rent N

· None

None

None

None

None

None

None M

None

Dividend L

Dividend M

Dividend M

None L

None L

Dividend M

None L

T

w

sold

sold

sold

sold

sold

sold

T

sold

T buy

T

T

T

T buy

T

T

- <

1/17 J A

1/17 J A

7/21 ] A

1117 J A

1117 ] A

1/17 ] A

1/3 J A

12/8 M

3/21 L

-·- - ------ --- -· - ·----·····-· . · ··-·-·1 I. Income Gain Codes: A =$1,000 or less B =$1,001 -$2,500 C =$2,50 I -$5,000 D =$5,00 I -$15,000 E=$15,00l-$50,000

(See Columns BI and 04) F =$50,00 I -$I 00,000 0=$100,001-$1,000,000 Iii =$1,000,001 -$5,000,000 112 =More 1han $5,000,000 I 2. Value Codes J =$15,000 or less K =$15,001 - $50,000 L =$50,00I - $I 00,000 M =$100,001 - $250,000

(Sec Columns Cl and 03) N =$250,001 -$500,000 0 =$500,001 - $1,000,000 PI =$1,000,00 I - $5,000,000 P2 =$5,000,001 -$25,000,000

P3 =$25,000,001 -$50,000,000 P4 =More than $50,000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S ==Assessment T =Cash Market

(See Column C2) U =Book Value V =Other W =Estimated

---'--·-- ------ ·

h

(e.g.

sell, J--1--· 1--Value

Month 2

---

n

--

Day

----


Page 6of11


CLEMENT, EDITH B

Date of Report

4/28/2009

VII. INVESTMENTS and TRUSTS -- income. value, transactions (1nc111des those of spouse and dependent children; see pp. 14-60 of filing instructions.)


A. B. c. D. Description of Assets

(including trust assets)

Income during Gross value at end of Transactions during reporting period

reporting period reporting period

Place "(X)" after each asset

exempt from prior disclosure

(!) (2) (I) Amount Type (e.g., Value Code I div., rent, Code 2 (A-H) or int.) (J-P)

(2) Value

Met od

Code3

(Q-W)

(1) Type

buy,

redemptio

(2) (3) (4) Date Gain

- Code Code 1

- - : __ - =-18. American Funds New Prespecive

NPFCX

19. American Funds New Prespective NPFCX

20. American funds New Prespective NPFCX

21. Bank of America Corp

22. Blackrock Income Opportunity, n/c 2002 Black. N.Am Gov't

23. BP Amoco PLC ADR

24. Chevron Corp, n/c 5/9 fm Chevrontexaco Corp

25. Cigna Corp

26. Cisco Systems Inc.

27. CITIGROUP, Inc.

28. CNH Global N.V.

29. Coca-Cola Hellenic Bottling Co ordinary

30. Colonial Bank

31. COMCAST Corporation CLA

32. Conocophillips (formerly Burlington Resources, merged 4/06

33. Devon Energy

34. Diamond Offshore Drilling

A

A

A

A

c

A

B

A

c

B

A

B

A

Dividend L

Dividend K

Dividend K

Dividend K

Dividend K

Dividend K

Dividend M

Distribution K

None

Dividend M

None

None

Interest K

None

Dividend L

Dividend M

Dividend L

V =Other

T buy

T buy

T buy

T

T

T

T

T

sold

T

sold

sold

T

sold

T

T

T

W=Estima£e

-------------· --'------

35.

37.

38.

42.

43.

49.

(5)

Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT

Page 7of11 4/28/2009CLEMENT, EDITH B

VII. INVESTMENTS and TRUSTS -- income, vutue, transactions r1nc1udes those of spouse and dependent children; see pp. 14-60 of filing instructions.)


Identityof buyer/seller

(if private

transaction)

A.

Description of Assets


Place "(X)" after each asset exempt from prior disclosure

B. Income during reporting period

(1) (2) Amount Type(e.g., Code 1 div., rent, (A-H) or int.)

c. Gross value at end of

reporting period

(1) (2) Value Value

Code2 Method

(J-P) Code 3

(Q-W)

(1) Type (e.g., buy, sell,

redemption)

D.

Transactions during reporting perio

(2) (3) (4) Date Value Gain

Month- Code 2 Code I

Day (J-P) (A-H)

d

Direct General Corporation None sold 6110 J A

36. Eaton Vance Worldwide Health Sicences None L T Fund Cl C

El Paso Corp A Dividend sold 7/21 J A

EXXON Mobil Corporation A Dividend sold 7/21 M E

Fund Cl C

40. Flextronics International None sold 12/8 J B

sold 1/3

41. Freescale Semiconductor None sold 12/5 J A

39. Federated Communications Technology None L A

Fremont General Corp A Dividend sold 6/10 K B

General Electric Co B Dividend L T

44. Goodyear Tire & Rubber B Interest J T

45. Grey Wolflnc. None J T

46. Hewlett-Packard Co. A Dividend K T

47. Home Depot None sold 7/21 K c

48. IDACORP, Inc. None sold 1/3 K A

Infinity Property & Casualty A Dividend K T

50. Koninklyke Philips Electronic None sold 114 K A

51. Longleaf Partners Fund A

I.Income Gain Codes: A =$1,000 or less

(Sec Columns BI and D4) F ;$50,001 -$100.000

2. Value Codes J =$15,000 or less (See Columns CI and D3) N ;$250,001 -$500,000

P3 ;$25,000.00 I -$50,000,000

3. Value Me1hod Codes Q =Appraisal

(See Column C2) U =Book Value

Dividend M

B ;$1,001 - $2,500

G ;$100,001 -$1.000,000

K =Sll,001 - $50,000 0 ;$500,00 I -$1,000,000

R ost (Real Eslate Only)

V=Other

T

C;$2.501 -$5,000

Ill ;$1,000,001 -$5,000,000

L =$50,001 - $!00,000 Pl ;$1,000.001 - $5,000.000

P4 =More than $50,000,000

S =Assessmenl

W =Estimated

D;$5,00t -$15,000 E415,00l -S50.000

112 ;More 1han $5.000,000

M ;$100,001 - $250,000 P2 ;$5,000.00 I -$25.000,000

T =Cash Market

·-------··--·-·--·-·-------- ·--·------

--·

----lf :j (3)

Value

Code 2

(J-P)

-

---

----- ---- ------------

c

53.

55.

56.

59.

63.

64.

67.

1/3

Date of ReportName of Person ReportingFINANCIAL DISCLOSURE REPORT

Page 8of11- 4/28/2009CLEMENT, EDITH B

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nctudes those of spouse and dependent children; see PP· 14-60 offilinc instructions.;


A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period

(including trnst assets) reporting period reporting period

(2) (4) (5)

Gain Identity of

Code I buyer/seller

(A-H) (if private

transaction)____l____(2) (1)(I) (2) (1)

Value Type (e.g.,Amount Type (e.g., Value Code 1 Month -Method buy, sell,div., rent, Code 2 (A-II) Code 3 redemption)or int.) (J-P)

(Q-W)


Date

Day

52. Medco Health Solutions, Inc. None J T

Microsoft Corporation None sold 7/21 J A

54. Motorola Inc. A Dividend J T

partial sale 12/5 J A

Newfield Explorations Co. None J Asold 7/21

57. Occidental Pete Corp B Dividend L T

58. Ocean Energy lnc.,8.25% due 7/1/2018 D Interest L T (bond)

Oracle systems Corporation None sold J A

60. Pepsico CAP Res Inc, 4/J /2008 None J T

61. Pepsico CAP Res Inc. 4/1/2011 None J T

62. Pepsico CAP Res Inc, 4/1/2012 None K T

PIMCO High Yield Fund CL C c Dividend K T

Pride International Inc None sold 4/17 K

65. Principal Class (money market) A Dividend N T

66. Proctor & Gamble Co. B Dividend M T

Prospect Street High Income PTFL A Dividend Asold 7/21 J

68. Regions Morgan Keegan Sector High D Dividend L T buy 1/24 K Income Fund RHY

I. Income Gain Codes: A =$1,000 or less

(Sec Columns Bl and 04) F =$50,001 - $100,000

2. Value Codes J =$15,000 or less (See Columns Cl and 03) N =$250,00 I $500,000•

P3 =$25,000,00 I - $50,000,000 3. Value Method Codes Q =Appraisal


B =$1,001 $2,500• G =$100,001 -$1,000,000

K =$15,001 -$50,000 0 =$500,001 -$1,000,000

R =Cost (Real Estate Only)

V =Other

C =$2,50 I $5,000• Ill =$1,000,001. $5,000,000

L =$50,001 - $100,000

PI =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment

W =Estimated

D =$5,001 - $15,000

112 =More than $5,000,000

M =$100,001. $250,000

P2 =$5,000,001 - $25,000,000

T =Cash Market

E =$15,001 - $50,000

--------------------,-----

--+------,-------!---

---------

---·-·----------��---�----�- ------ -

74.

75.

79.

1/3


Page 9of11


CLEMENT, EDITH B

Date of Report

4/28/2009

VII. INVESTMENTS and TRUSTS -- income, varue, transactions (Includes those of spouse and dependent children; see pp. 14-60 of filinc ins1r11ctions.J


A. Description of Assets



B. Income during

reporting period

(I) (2) Amount Type (e.g., Code I div., rent, (A-H) or int.)

C. Gross value at end of

reporting period

(I) Value

Code 2

(J-P)

(2) (I) Value Type (e.g.,

Method buy, sell,

Code3 redemption) (Q-W)

--------

D. Transactions during reporting period

(2) Date

Month -

Day

(4)(3) (5) Value Gain Identity of

Code 2 Code I buyer/seller

(J-P) (if private transaction)

(A-H) - -· -

69. Regions Morgan Keegan Select High Income Fund RHICX

E Dividend M T -··

70. Regions Morgan Keegan Select High Income Fund RillCX

E Dividend L T buy 7120 L

71. Regioins Morgan Keegan Select Intermediate Bond Fund RIBCX

D Dividend L T

72. Safeco Corp A Dividend K T

73. J.M. Smucker None sold J A

Snow Capital Opportunity None L T buy 519 K

Texas Instruments Inc A Dividend J T

76. Thornburg Value Fund Class C None M T

77. US Bancorp B Dividend K T

78. Victory Diversified Stock None buy 1/10 L

" " " E Dividend M T buy 2/10 K

I. Income Gain Codes: A =$1 ,000 or less B=Sl,001-$2,500 c=$2,501 -$5,000 0=$5,001 -$15,000 E =$15,001 -$50,000

(See Columns Bl and D4) F =$50,001 -$100,000 G =$100,001-$1,000,000 HI =$1,000,001 - $5,000,000 112 =More 1han $5,000,000 2. Y•lue Codes J =$15,000 or less K=$15,001 -$50,000 L =$50,001 · $100,000 M=$100,001 -$250,000

(See Columns CI and 03) N=$250,001 - $500,000 0=$500,00 I - $1,000,000 Pl =$1,000,001 -$5,000,000 P2 =$5,000,001 -$25,000,000

P3 =$25,000,00 I - $50,000,000 P4 =More lhan $50,000,000

3. Value Method Codes Q =Appraisal R ost (Real Estate Only) S =Assessment T=Cash Market

(See Column C2) U =Book Value V =Other W =Estimated

. .


Page 10of11


CLEMENT, EDITH B

Date of Report

4/28/2009

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicale partofReporl.)

Signature _______________________ _

. .

FINANCIAL DISCLOSURE REPORT Name or Person Reporting Date or Report

Page 11 of 11 CLE!V!ENT, EDITH B 4/28/2009

IX. CERTIFICATION.

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

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

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND 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 Columbus Circle, N.E. Washington, D.C. 20544

0 (/)

o-cn:Z

;n:Z l'T.f ol:> fJi

I ;o m -.

co m

l> < fTI -

I.

Report Required by the EthicsAO io FINANCIAL DISCLOSURE REPORT in Government Act of 1978 Rev. 1/2008 FOR CALENDAR YEAR 2008 (5 U.SC. app. §§ 101-111)

I. Person Reporting (last name, first, middle initial)

CLEMENT. EDITH B.

2. Court or Organization

Appeals Court, Active

3. Date of Report

5/14/2009

6. Reporting Period

01/01/2008 to

12/31/2008

4. Title (Article III judges indicale ac1ive or senior starus; magistrate judges indicale full- or part-time)

Circuit Court Judge

Sa. Report Type (check appropriate type)

D Nomination, Date

D Initial [Z] Annual D Final

Sb. D Amended Report

7. Chambers or Office Address

600 CAMP STREET, ROOM 200 NEW ORLEANS, LA 70130

8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, iu my opinion, in compliance with applicable laws and regulations.

Reviewing Officer Date

IMPORT ANT NOTES: The ins/ructions accompanying this form m11s/ be followed. Complete all parts, checking the NONE box for em:h part where you have no reportable information. Sign on last page.

J. POSITIONS. (Reporting individual only; see pp. 9-13 ojjiling instructions.)

[Z] NONE (No reportable positions.)

POSITION NAME OF ORGANIZATION/ENTITY

5.

JJ. AGREEMENTS. (Reporting individual unly; see pp. 14-16 of filing instructions.)

[ZJ NONE (No reportable agreements.)

PARTIES AND TERMS

I.

("")r-'"T'!

cl:>

("")f'1

3:

0

-

-

c

N

2.

3.

--

PURPOSE PAID

3.

3.

I. Liberty Fund

2. Witherspoon Institute, Prince ton University

3. George Mason University

4.

5.

March 13-15, 2008

August 11-13, 2008

September 18-21, 2008


Page 2 of 8


CLEMENT, EDITH B.

Date of Report

5/14/2009

III. N 0 N-INVESTMENT IN CO ME. (Reporting individual and spouse; see pp. 17-14 of filing instructions.)


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


I.

2.

4.

B. Spouse's Non-Investment Income -1Jyo11 were married during anyportion ofthe reportingyear, complete tliis section. (Dollar amount not required except/or honoraria.)


SOURCE AND TYPE

I.

2.

4.

IV. REIMBURSEMENTS transportation, lodging.food, entertainment. {Includes those tu spouse and dependent children; see pp. 25-27 offiling instructions.)


SOURCE DA TES LOCATION ITEMS OR PROVIDED

Sausalito, CA Attended Colloquium Transportation, lodging and meals

Princeton, NJ Delivered a speech Transportation, lodging and some meals

LaJolla, CA Attended Colloquium Transportation, lodging and some meals

2.

4.

FINANCIAL DISCLOSURE REPORT Page 3of8


CLEMENT, EDITH B.

Date of Report

5114/2009

V. GIFTS, (Includes those to spouse and dependent children; see pp. 28-3I of filing instructions.)

[Z] NONE (No reportable gifts.)

SOURCE DESCRIPTION VALUE

I.

3.

4.

5.

VJ. LJABJLJTJES. (Includes those of spouse and dependent children; see pp. 31-33 of filing instructions.)

[Z] NONE (No reportable liabilities.)

CREDITOR DESCRIPTION VALUE CODE

I.

2.

3.

5.

------------·------- --

I.

c

·

(5)

-·-·-----'---·---

' .

FINANCIAL DISCLOSURE REPORT Name of Person Reporting Date of Report

Page 4of8 CLEMJ):NT, EDITH B. 511412009

VII. INVESTMENTS and TRUSTS -- income, vatue, transactions r1nctudes those of spouse and dependent children; see pp. 34-60 of filing instructions.)


2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

A.

Description of Assets


et

!re

Place "(X)" after each ass

exempt from prior disclost

J P Morgan Chase (n/c fin Bank One 7/05)

Rental Property/Residential FMV, New Or leans, LA

AIM Mid Cap Core Equity Fund Cl C, G TACX

Alliance Bernstein Global Value, ABCGX

Alliance Bernstein lnt'I Value Fund C, AB ICX

Alliance Int'! Growth Fund Class C, AW PCX

Allianz OCC Renaissance C, PQNCX

AM Funds Capital Income CIBCX

AM Funds Capital World & Inc Fund Class C,CWGCX

American Funds Growth Fund of America F und Class C GFACX

American Funds New Prespecive NPFCX

Bank of America Corp

Blackrock Income Opportunity, n/c 2002 Black. N.Am Gov't

BP Amoco PLC ADR

Chevron Corp, n/c 5/9 fm Chevrontexaco Corp CVX

Cigna Corp

CITIGROUP, Jnc.

I. Income Gain Codes: A =$1,000 or Im

(See Columris BI and 04) F =$50,001 - $100,000 2. Value Codes J =$15,000 or less

(See Columns CI and 03) N =$250,001 - $500,000

B. Income during

reporting period

(I) (2) Amount Type (e.g., Code I div., rent, (A-H) or int.)

B Dividend

E Rent

None

A Dividend

A Dividend

Dividend

None

B Dividend

B Dividend

A Dividend

B Dividend

D Dividend

c Dividend

B Dividend

c Dividend

A Distribution

D Dividend

B =$1,001 -$2,500

---·-

c. D. Gross value at end of Transactions during reporting period

reporting period

(I) (2) (I) (2) (3) (4) Value Value Type (e.g., Date Value Gain Identity of

Code 2 Method buy, sell, Month- Code 2 Code I buyer/seller (J-P) Code 3 redemption) Day (J-P) (A-H) (if private

(Q-W) transaction) --

K T

N w

L T

L T

L T

K T

K T

K T •see Part VIII.

L T

K T

L T

L T

K T

K T

M T

K T

K T

-- ---------------------·-----------------· -------- -------·-1

C =$2,501 - $5,000 D =$5,001 - $15,000 E =SI 5,001 · $50,000

G =$100,001 -$1,000,000 Ill =$1,000,001 - $5,000,000

L =$50,001 - $100,000

H2 =More than $5,000,000

M=$IOO,OOI -$250,000 K =$15,001 - $50,000

0 =$500,001 -$1,000,000 P2 =$5,000,001 -$25,000,000

P3 =$25,000,001 -$50,000,000

Pl =$1,000,001 -$5,000,000

P4 =More than $50,000,000

S =Assessment 3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) T =Cash Market

(See Column C2) U =Book Value V=Other W =Es1imated

___ _

r -----------------------�--------·---.----------·--·--· -

-

- -

v

- Typ�ir:-pc :e - ----

__

-- -- -------

- -

25.

33.

__Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT

CLEMENT, l(:DITH B. 5/14/2009Page 5 of 8

VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent childrm: see pp. 14-60 of filing instructions.;

D NONE (No reportable income, assets, or transactions.) [.. --·--- --- ·-·-·--·-· -------- -- --------------·---------------iA. B. c. D.

Description of Assets Income during Gross value al end of Transaclions during reporting period (including crust assets) reporting period reporting period

-.(4). .

(5) Place "(X)" after each assel A ;un1 Typ le.g., v -1 v e

Code l div., rent, Code 2 Melhod buy, sell, Month - Code 2 (A-H) or inl.) (J-P) Code 3 redemptwn) Day (J-P)

exempt from prior disclosure

(Q-W) -

18. Colonial Bank B Interest K T

.Gain ldentily of Code I buyer/seller(A-H) (if private

transaclion)--19. Conocophillips (formerly Burlington Resour B Dividend K T

ces, merged 4/06

20. Devon Energy B Dividend M T

21. Diamond Offshore Drilling D Dividend K T

22. Eaton Vance Worldwide Health Sicences F None L T und Cl C

23. General Electric Co c Dividend L T

24. Goodyear Tire & Rubber B Interest J T

Grey Wolflnc. None Merged (with line 39)

26. Hewlett-Packard Co. A Dividend L T

27. Infinity Property & Casualty None Sold 5/22 J c

28. Longleaf Partners Fund None J T

29. Medco Health Solutions, Inc. None J T

30. J.P. Morgan Chase & Co., call: 9/1/13 B Dividend K T Buy 8121 K

31. Morgan Keegan Ideas B Dividend Expired 6/27 J A

32. Occidental Pete Corp B Dividend L T

Ocean Energy lnc.,8.25% due 7/1/2018 (b D Interest L T ond)

34. Pepsico CAP Res Inc, 4/l/2008 None Matured 4/1 J D

-(See Columns Bl and 04) F =$50,001 - $100,000 G =$100,001 -$1,000,000 Ill =$1,000,001 -$5,000,000 112 =More chan $5,000,000

------------------·· ---D 45,00 I -- $15,000 - -I. Income Gain Codes: A =$1,000 or less 8=$1,001-$2,500 c =$2,501 . $5,000 -- -- . - -· . -E $ ;5,oo : S50.000 ·-1 2. Value Codes J =$15,000 or less K =$15,001 - $50,000 L =$50,001 -$100,000 M =$100,001 -$250,000

(See Columns Cl and 03) N =$250,00 I · $500,000 0 =$500,001 . $1,000,000 Pl =$1,000,001 -$5,000,000 P2 =$5,000,001 - $25,000,000 P3 =$25,000,001 - $50,000,000 P4 =More chan $50,000,000

3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U =Book Value V =Other W =Estimated -- - ----- - __J I

(l) ------

--------

44.

(4)

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT CLEMENT, EDITH B. 5/14/2009Page 6 of 8

VII. INVESTMENTS and TRUSTS -- income, value, transactions (Includes those of spouse and dependent children; see PP· 34-60 of filing instructions.) 0 NONE (No reportable income, assets, or transactions.)

----· ---- ------------A. B. C. D.

Description of Ass ets Income during Gross value at end of Transactions during reporting period

(including trust ass ets) reporting period reporting period

(I) (2) (3)(2)(2) (I) (5) Place "(X)" after each asset Amount

exempt from prior dis closure Code I

(A-H)

Type (e.g.,

div., rent,

or int.)

Value

Code2

(J-P)

Value

Method

Code 3

(Q-W)

Type (e.g.,

buy, sell,

redemption)

Date

Month -

Day

Value

Code2

(J-P)

Gain

Code I

(A-H)

Identity of buyer/seller

(if private

transaction)

35. Pepsico CAP Res Inc. 4/1/2011 None J T


37. PIMCO High Yield Fund CL C None K T

38. Precision Drilling Trust Unit (merged with A Dividend J T Buy 12/31 J Grey Wolf)


40. Proctor & Gamble Co. c Dividend M T

41. Regions Financing Tr., call 6/15/ 13 D Interest K T Buy 4/30 K

42. Safeco Corp A Dividend Sold 3/20 K c

43. Snow Capital Opportunity None K T

Thornburg Value Fund Class C None L T

45. Victory Diversified Stock A Dividend K T

l. Income Gain Codes: A =$1.000 or less 8=$1,001-$2,500 c =$2,501 -$5,000 D =$5,00 I -$15,000 E =$15,001 - $50,000

(See Columns Bl and D4) f =$50.001 -$100,000 G =$100,001- $1,000,000 Ill =$1,000,001-$5,000,000 112 =More lhan $5,000,000

2. Value Codes J =$15,000 or less K =$15,001 -$50,000 L =$50,001 - $100,000 M =$ I00.00 I - $250,000

(See Columns Cl and 03) N =$250,001 - $500,000 0 =$500,001 - $1,000,000 Pl =$1,000,001-$5.000,000 P2 =$5,000,001 - $25,000,000

P3 =$25,000,00 I - $50,000,000 P4 =More than $50,000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Es1ate Only) S =Assessment T =Cash Market

(See Column C2) U =Book Value V =01her W =Estimated


Page 7of8


CLEMENT, EDITH B.

Date of Report

5/14/2009

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lfldica/e parto/Report.)

Reference Part VII. Investments and Trusts, #7, AM Fund Capital Income (CIBCX) was purchased March 2007, and inadvertently omitted from the 2007 FDR. My amended 2007 Financial Disclosure Report, dated May 15, 2008, reflecting this purchase, is attached.

FINANCIAL DISCLOSURE REPORT Page 8 of 8

Name of Person Reporting Date of Report

CLEMENT, EDITH B. 511412009

IX. CERTIFICATION.

I certify that all information given above (incl11ding information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and beliet and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure.

I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with 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 on FAILS TO FILE THIS nEPOHT MA y BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS



Clement_Edith_B 2

NAME

I':

r--...

--::

r ..::

- ··

-·

C' AND -

•;

=:;)

)..--" ···

( ) . ..

AOJO Rev. 112008

FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2008 -

I. Person Reporting (las! name, firs!, middle inilial) 2. Court or Organization

CLEMENT, EDITH B. Appeals Court, Active

4. Title (Article Ill judges indicale active or senior stalUs; Sa. Report Type (check appropriate type) magislrale judges indicale full- or part-lime)

D Nomination, Dale Circuit Court Judge

D lnilial [Z] Annual

Sb. D Amended Report D Final

keport Required by the Ethics in Government Act of 1978 (5 U.S.C. app. _ §§ IOI-I I I)

3. Dale of Report

7/24/2009

6. Reporting Period

01/01/2008

lo

12/3112008

7. Chambers or Office Address 8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance

600 CAMP STREET, ROOM 200 with applicable laws and regulations.

NEW ORLEANS, LA 70130

Reviewing Officer Date

IMPORTANT NOTES: The instructions accompanying this form must be followed_ Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page.

J. P OS JTJ 0 NS. (Reporting individual only; see pp. 9-13 of filing instructions.)

[2J NONE (No reportable positions.)

POSITION

I.

OF ORGANIZATION/ENTITY

3.

4.

r, ......_,

c-:.->

-0 .::'J ,-

-

. r· ·;C. ,II. AGREEMENTS. (Reporting individual only; see pp. 14-16 of filing instructions.) -·--

( ·') c:: -'

[2J NONE (No reportable agreements.) -::J rv t1"'1OJr·.-, -· ..-.

. i PARTIES TERMS -'l

-,

f'..., 9(") 0

I. l


Page 2of8


CLEMENT, EDITH 8.

Date of Report

7/24/2009

Ill. N 0 N-INVESTMENT IN CO ME. (Reporting individual and spouse; see pp. I 7-24 of filing instructions.)




I.

2.

3.

4.

B. Spouse's Non-Investment Income -.Jfyou were married during any portion of the reporting year, complete this section.

(Dollar amounl no/ required excepl for honoraria.)

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

SOURCE AND TYPE

1.

2.

3.

4.

JV. REIMBURSEMENTS - transportation, lodging, food, entertainment (Includes rhose ro spouse and dependenr children; see pp. 25-17 of filing insrrucrions.)


SOURCE

1. Liberty Fund

DATES LOCATION

March 13-15, 2008 Sausalito, CA

PURPOSE

Attended Colloquium

ITEMS PAID OR PROVIDED

T ransportalion, lodging and meals

2. Witherspoon Institute, Prince August 11-13, 2008 Princeton, NJ Delivered a speech Transportalion, lodging and some meals ton University

3. George Mason University September 18-21, 2008 LaJolla, CA Attended Colloquium Transportation, lodging and some meals

4.

CREDITOR


Page 3of8


CLEMENT, EDITH B.

Dale of Report

7/24/2009

V. GIFTS. (Includes those to spouse and dependent children; see pp. 18-31 of filing instructions.)

[ZJ NONE (No reportable gifts.)

SOURCE DESCRIPTION

I.

2.

-_, ... _

VALUE

3.

4.

5.

VJ. LJABJLJTJES. (Includes those of spouse and dependent children; see pp. 31-33 of filing instructions.)

[ZJ NONE (No reportable liabilities.)

DESCRIPTION VALUE CODE

2.

3.

4.

5.

I

Ii i --· - __!__ ·

2.

-.

Type div., or

(2)

int.) rent, (e.g.,

(Q-W)

I.

FINANCIAL DISCLOSURE REPORT Page 4of8


CLEMENT, EDITH B.

Date of Report

7/24/2009

VII. INVESTMENTS and TRUSTS - income, vatue, transactions r1nc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.)

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

Description of Assets Income during Gross value al end of Transactions during reporting period (including trust assets) reporting period reporting period

(I)

,

V e Typ 1 le g., ;e v?i e J : n Ide of !AmountCode I(A-H)

Method buy, sell, Month - Code 2 ! Code I 1 buyer/seller jCode 3 redemption) Day (J-P) (A-H) (if private !transaction)

(I)ValueCode2 (J-P)


I J P Morgan Chase (n/c fin Bank One 7 /05) B Dividend K T

Rental Property/Residential FMV, New Or E Rent N w leans, LA

3. AIM Mid Cap Core Equity Fund Cl C, G None L T TACX

4. Alliance Bernstein Global Value, ABCGX A Dividend L T -

5. Alliance Bernstein Int'! Value Fund C, AB A Dividend L T ICX

6. Alliance lnt'I Growth Fund Class C, AW c Dividend K T PCX

7. Allianz OCC Renaissance C, PQNCX None K T

8. AM Funds Capital Income CIBCX B Dividend K T •see Part VIII.

9. AM Funds Capital World & Inc Fund Class B Dividend L T C,CWGCX

10. American Funds Growth Fund of America F A Dividend K T und Class C GF ACX

II. American Funds New Prespecive NPFCX B Dividend L T

12. Bank of America Corp D Dividend L T

13. Blackrock Income Opportunity, n/c 2002 c Dividend K T Black. N.Am Gov't

14. BP Amoco PLC ADR B Dividend K T

15. Chevron Corp, n/c 519 fm Chevrontexaco Dividend M Tc Corp CVX

16. Cigna Corp A Distribution K T

17. CITIGROUP, Inc. D Dividend K T

l. Income Gain Codes: A =$1,000 OT less B=SJ,001-$2.500 C =S2.501 - S5.000 D =S5.00J -Sll.000 E =$15.001 -$50.000

(See Columns Bl and 04) F =$50.001 • $100.000 G=SI00.001 • Sl,000,000 HI =Sl,000,001 · $5,000,000 HZ =More 1han 15,000,000

2. Value Codes J =S 15,000 or less K =$15,001 -$50.000 L =$50,001 • SI00.000 M =SI00,001 -$250,000

(See Columns CJ and DJ) N =S250,00J • $500,000 0 =$500,001 -Sl,000,000 Pl =$1,000,001 -Sl,000.000 P2 =$5,000,00 I - $25,000,000 PJ =S25,000.00J · $50,000,000 P4 =More 1han $50,000.000

3. Value Method Codes Q =Appraisal R =Cost (Real Esiaie Only) S =Assessment T =Cash Market

(See Column C 2) U =Book Value V =Other W =Estimated

i

I I

--- ----

I

L ----------- ------

I ci:inI-- de

'"" ''""'-'

.

-

J.

• -.

_______

(J-P)


Page 5of8


CLEMENT, EDITffB.

Date of Report

. 7/2412009

VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.)


- ·---· - -

A. B. Description of Assets Income during

(including trust assets) reporting period

c. Gross value at end of

reporting period

· ·-----· D Transactions durin g reporting period

(I) (2) (I)Place "(X)" after each asset Amount Type (e.g., Value

exempt from prior disclosure Code I div., rent, Code 2 (A-H) or int.)

---··

-

(2) (I) (2) (3)Value Dale ValueType (e.g .•

Method buy. sell. Month- Code 2 Code3 redemption) Day (J-P) (Q-W)

--·

:f-·------c Code I buyer/seller(A-H) (if private :l__ ··-

18. Colonial Bank B

19. Conocophillips (formerly Burlington Resour B

20. Devon Energy B

22. Eaton Vance Worldwide Health Sicences F

23. General Electric Co c

27. Infinity Property &Casualty

30. J.P. Morgan Chase & Co. , call: 9/1/13 B

Interest K T

ces, merged 4/06

21. Diamond Offshore Drilling D

undCI C

24. Goodyear Tire & Rubber B

25. Grey Wolf Inc.

26. Hewlett-Packard Co. A

28. Longleaf Partners Fund

29. Medco Health Solutions. Inc.

31. Morgan Keegan Ideas (X) B

32. Occidental Pete Corp B

33. Ocean Energy lnc.,8.25% due 7/1/2018 (b D ond)

34. Pepsico CAP Res Inc, 4/1/2008

(See Columns Bl and 04) F =$50,001 -1100.000 l. Income Gain Codes: A =$ t ,000 or Jess B =Sl.001 • S2500 C =S2.50 I - S5,000 D =S5.00I - Sl5.000 E =$15.001 $50.000

2. Value Codes J =$15.000 or less (See C olumns Cl and 03) N =$250.001 - $500.000

Pl =$25,000,00 I - $50,000,000

3. Value Method Codes Q =Appraisal


Dividend K

Dividend M

Dividend K

None L

Dividend L

Interest J

None

Dividend L

None

None _ _,,_,,,

None J

Dividend K

Dividend

Dividend L

Interest L

None

G =$I00,00 I -SI.000.000 K =$15,001 -$50,000 0 =S500,00 I - $1,000,000

R =Cost (Real Esta te Only)

V =Other

T

T

T

T

T

T

Merged (with line 39)

T

Sold

T

T

T Buy

Expired

T

T

Matured

HI =Sl.000.001 • SS,000,000 L =$50,001 - $100,000 Pl =Sl.000.001-$5,000,000

P4 =More tha n $50,000.000

S =Assessment

W =Estimated

5/22 J c

8/21 K

6/27 J A

4/1 ] D

H2 =More than S5.000,000 M =$100.00I - $250,000 P2 =$5.000,001 - $25,000.000

T =Cash Market

-

L____ ·---·- -·----·- -- J

,--- ��-

I

....

I

I I

I 35.

43.

45.

c.

(2)

Date or Report Name or Person Reporting FINANCIAL DISCLOSURE REPORT

CLEMENT, EDITH B. • 7/24/2009Page 6of8

VII. INVESTMENTS and TltUSTS -income,.va1ue, transactions r1nc1udes those of spouse ant1 dependent children; see PP· 14-60 of filing instructions.)

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

A. B. D.

Description of Assets Income during Gross value al end of Transactions during reporting period

(including lrust assets) reporting period reporting period

(2)(2) (I)(I) (I) (3) (5)(4) Place "(X)" after each asset Amount Type(e.g., Value

exempt from prior disclosure Code I div., rent, Code2 (A-H) or int.) (J-P)

Pepsico CAP Res Inc. 4/1/2011 None J

Value

Method

Code 3 (_Q-W)

T

Type (e.g .•

buy, sell,

redemption)

Dale

Month-

Day

Gain

Code 2 Code I

(J-P) (A-H)

Value Identity of I Ibuyer/seller

(if private

transaction)


37. PlMCO High Yield Fund CL C None K T

38. Precision Drilling Trust Unit (merged with Grey Wolf)

A Dividend J T Buy 12/31 J


40. Proctor & Gamble Co. c Dividend M T

41. Regions Financing Tr., call 6/15/13 D Interest K T Buy 4/30 K

42. Safeco Corp A Dividend Sold 3/20 K c

Snow Capital Opportunity None K T

44. Thornburg Value Fund Class C None L T

Victory Diversified Stock A Dividend K T

). Income Gain Codes: A =S 1,000 or Jess B =St.DOI - $2,500 C =S2,50 I -$5.000 D =$5.001 - $15.000

(Sec Columns BI and D4) F =$50.001 - $100.000 G =SI00,001 - Sl.000.000 HI =Sl.000.001 · 15.000.000 H2 =More than $5.000.000 2. Value Codes J =$15.000 or less K =S15,00I -$50,000 L =$50.001 · $!00.000 M =$100.001. $250,000

(See Columns Cl and DJ) N =$250.00 I - $500,000 0 =$500,001 - $1.000.000 Pl =St.000,001 -$5,000.000 P2 =$5,000,001 -$25.000,000

i P3 =S25,000.00I - $50.000,000 P4 =More than $50,000.000

I. 3. Value Method Codes

(Sec Column CZ) Q =Appraisal U=Book Value

R =Cost (Real Estate Only) V=Othcr

S =Assessment W=Estimated

T =Cash Marker

E =Sll.001. S50.000

L

Name or Person Reporting Date or Report FINANCIAL DISCLOSURE REPORT

Page 7of8 CLEMENT, EDITH B. · 7/24/2009

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. {/ndicateparto/Reporl}

Reference Part VII. Investments and Trusts, #7, AM Fund Capital Income (CIBCX) was purchased March 2007, and inadvertently omitted from the 2007 FDR. My amended 2007 Financial Disclosure Report, dated May 15, 2008, reflecting this purchase, is attached.

-

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL


Page 8of8


CLEMENT, EDITH B.

Date of Report

7/24/2009

IX. CERTIFICATION.

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

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

Signature

AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS



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Clement Edith B 1 - Judicial Watch › wp-content › uploads › 2013 › 11 › Edith-B...c 53. 55. 56. 59. 63. 64. 67. 1/3 FINANCIAL DISCLOSURE REPORT Name Person Reporting Date