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FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2009

2. Court or Organization U.S. Dish-let Court, Louisiana 5a, Report Type (check appropriate type) [] Nomination, [] Initial D~tc [] Amaual [] Final

Repori R~O,irea ~ lhe Ethics in Government Act of 1978 (5 u.s.c. ~pp. Iom~o
3. Date of Report 05111/2010 6. Reporting Period 0110112009 to 12/31/2009

I. Person Reporting (last name, first, middle initial) James, Robert G: 4. Title {Artic]e Ill judges indicatv active or ~enior status; magistaate judges indicate full- or part-time) U.S. District Judge- Active

5b. [] Amended Reporl 7. Chambers or Office Address U. S. Courthouse 201 Jackson Street, Suite 201 Monroe, LA 71201 , 8. On the basis of the information contained in Ibis Report and any modifications pertaining thereto, It is, in my np|nlon, in compliance with applicable laws and regulations. Reviewing Officer Date

IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts,
checking the NONE box for each part n,here you have no reportable information. Sign on lastpage,

1. POSITIONS. ~por,~,i,~i,.~a~toay; ~ pp. ~-13 of filing instructk, nsO

[~ NONE (No reportable positions.)

POSITION
1. Partner

NAME OF 0RGANIZATIONiENTITY
James Real Estate

2. 3.
4. 5.

Member Member
Member

Judd & Company, LLC James Minerals, LLC

!,Vhitten - Jmnes Real Estate, LLC ~.. c ::~

NONE (No reportable agreements.)

~.....~

~
!. 2009

PARTIES A~ TERMS
Louisiana S~te Employees Retirement System

James, Robert G.

[ Name of Person Reporting

] Date of Report 05/11/2010 [

PageFIiNANCIAL2 of 9 DISCLOSURE REPORTI1 James, Robert G.

III. NON-INVESTMENT INCOME. t~epon~nZ indlv~duat a..~ ~o~.; ~ ~. ~7-~ o~.~ ~ao~
A. Filers Non-Investment Income
~ONE ~o reportable non-investment income.) DATE

SO~CE

A~ ~E

~o~s, not s~usds) 1, 2~ 2.2~ 3. 4, Louisiana State Employees Retirement System James Minerals, LLC (pan.ship income) $34,939.~ $1,761.~

B. Spouses Non-Investment Income - if you ~vere married during an),por~ion of the reporting year, complete tltis section. (Dollar o~wunt not required ~xcept for honoraria.)

NONE (No reportable non-investment income.)

DATE SOURCE AND TYPE Lincoln Parish District Attorney State of Louisiana James Minerals, LLC (partnership income)

1, 2009 2, 2009 3. 2009 4.

IV. REIMBURSEMENTS --~ra,~por,atio.,

(]nclud$ tho$ e to spouse and dependent children; see pp. 25-27 of filing i~tmctions.)

NONE (No reportable reimbursements.)

~
1. 2. 3. 4, 5.

LOCATION

P~POSE

ITEMS PA~ OR PROVIDED

FINANCIAL DISCLOSURE REPORT Page 3 of 9

James, Robe~ G.

05/11~010

V. GIFTS. (Includes those to spous, ~d ae~ndcnt chtldren; see pp. 28-31 of f!ling instrucaons.)
~ NONE ~o reportable g~s.)

1. 2. 3. 4. 5.

Louise W. Tyl~ Jarues E. ~vison

:~ S~res Wa~a~ See note in pa~ VII1 for description.

$12,012.~ $7,1~.~

~-~

NONE (No reportable liabilities.) CREDITOR DESCRIPTION Real Estate Loan VALUE CODE L

1. 2. 3.

Community Trust Bank

5.

FINANCIAL DISCLOSURE REPORT

NnmeofPerson Reporting James, Robert G. [

Date of Report 05/11/2010

Page 4 of 9

NONE (No reportable income, assets, or transactions.) A. Desrripfio~ of Asse~ (including ~s~ ~s) Place "(X)" ~r ~ach asset oxrmpt from prior disclosure B, Income d~ing re~ing pfi~ [ Amoum T~ (e.g., ~ Code 1 div., renL ~ (A-H) ozint.) C, Gross value at end [ of ~ning p~dod V~lu~ Value T~ (e.g., Code 2 Meth~ buy, sell, (J-P) C~c 3 redemption) D. T~sacfions during reining V~u~! Gain Id~fi~ of Date buy~r/sller m;~d~ C~e 2 C~e I ~ (J-P) (A-H) ~ {ifp~vate

I. 2. 3, 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. t4. 15. 16. 17.

Timber Pro~ny, Vienna, La (W~va]e) Timber Proper~, Union Parish, ~. (~bin) James Real Estate F A Judd & Company, LLC (I 7. IIYA) JP Morgan Chase, Accounts Undeveloped Property, Lincoln Parish, LA ( !/3 int.) (Slaton) ~ Bienville Paish, La (I/3 int.) Thnber Property #1, Bienville Parish, La ( I/3 int,)(Smelly) Timber Properb #2, Bienville Parish, La (1/3 int.) (Neal) Union Parish LA (Middle Fork) Undeveloped property, Jackson Parish, LA (1/3 int.) (farm) IRA #3 -Fidelity Investments-Four-In-One Index Community Trust Bank, Accounts Jackson Parish, LA property (1/6 int) (Hatcheson) Jackson Parish, LA property (1/3 int) (Steele/Sherrard) B C A C A

None Non~ Rent Royalty Royalty lnterest None None None None None None Dividend

K K N

W W W

M J J J K K M J K

W T W W W W W W T Sold (pan) IZ/31/09 J C Ev, dng Timber

Interest None Rent

K J K

T W W Sold (part) 12/31/09 J A Timber sale, Ewing Timber

Income Gain Codes:

A =$ 1,000 or less

B =$ ! .001 - $ 2.500

C =$2.501 - $5.000

D ~$5.001 - $15.0D0

E ~$ ] 5.90t - $5 U.000

PageFINANCIAL5 of 9 DISCLOSURE REPORT ] a.mes, ~obert ~.

Name of Person Reporting

Daze of Repot

0~ ~0~ 0
[

VII. INVEST~NTS and TRUSTS -~.~o~, ,~.~. ,,~ a~,

HO~E ~o reportable income, assets, or transactions.) Description of Assc~ (including ~t ~) =xempt from prior disclosur~ ~ ln~m du~ng 1 re~Ring period C~e 1 ~ (A-H> div., m,,,, oriaL) Gross value of r~aing peH~ buy, ~1, ~demp, ion) buy~/s~llcr (ifpdvat

C~= 2 ~ Meth~ (J-P) [ C~3

[ m~d&~ { C~e 2[ C~1 1 ~ l I 0-P) i(A-H} ~

"~8. Jackson Parish, LA proper~ (I/3 ~nt) (Steele Had 40) 19. Jackson Parish, LA prop~ (I/3 int) (Goodwo~) 20. ~1. 22, 23. 24, 25. 26. 27. 28. L-., 29. Fidelity Investments - Brokerage Account -Cash A Bienvil! parish, LA pro~ ~t13 int) Union Parish, LA prope~ (F~lin) Lincoln Parish, LA mineral interest (t/3 int) !~)~"-"~.-::~)!~] (Goldsmith Estate) 1 st National Bank, Account "X" Smith Barney - Brokerage Account -Wal Mart

Rent Non~ None None

K J J J J J J

W W W W W W T

Sold Oan)

[ 12/3 I/~

Timber sale, Ewing Timer

Rent None None

Dividend

Buy Sold (part)

05101/09 06/16109

J K E

Gift from Louise W. Tyler

Interest K

K T J J J

T Sold T T T 03/03/09 (part) J 03/05/09 03/05/09 03/03/09 A J J J J A A A B

30. -AFLA~ Inc 31. -Automatic Data Processing, Ine -Devon Energy -Diageo PLC -Encana Corp

Dividend A A A A Dividend Dividend Dividend Dividend

[.,

(part)
(part)
SoId Sold

Sold

32. 33. 34,

(part)
Sold

03/05/09

FINANCIAL DISCLOSURE REPORT

Page 6 of 9
VII. INVESTMENTS and TRUSTS

James, Robert G.

05/11/2010

NONE ~o reportable income, asset~, or transactiom.)

Description of is~ (inclu~ng l~sl ~sc~s) ] Income during ~ing pcfi~ Gro~ value at end i ~ of rcponing p~od T~nsactions during ~poning pc~

35.
36.

-Pepsico Inc
-Air ~odu~ & Chem

A
A

Dividend
Dividend

J
K

T
T

Sold
Buy

03/05/09
06/19/09

J
J

37.

-Intl Co~

Di~dend

Buy

06/19/09

Ba.

-Ishares TR Russell

Midcap Grow~

Dividend

Buy
Buy (addl) Sold

02/04/09

39.

06/19/09

40.

03/03/09

41.

Sold

09/18/09

42. 43. 44. 45.

~6.

-lshares TR Rmsell 2000 value index

Di~dend

Buy Sold Buy

02/04/09 0~23/09 06/19109 02/09/09

03/03/09

K K J K
K A

-lshar~ ~ dowjom u s h~it~e

Dividend

Buy
Sold

47.

Buy
-Microsoft

06/25/09

48.

Co~

Di~dend

Buy
Sold

02/09/09

49.

0~23~09

50.

Buy

0~19/09

51.

-N~e Inc Cl~s B

Di~dend

Buy

06119/~

Inc4~n~ G~in Code*;

A =$1,000 or loss

B =$1.001 - $2,500

C =$2,501 - $

VMue Meth~ C~es Column C2)

Q =Appraisal U =B~k Vahe

R =C~t (R~I Estate Only) V ~her

S =A~sment W ~E~tima~ed

T =C~h Market

FINANCIAL DISCLOSURE REPORT

Page 7 of 9

[ James, Robert G,

05/11/2010

NONE ~o reportable income, assets, or transactionsO

A.
Description of Asse~ (imluding tm~ ~se~) PIace "(X)~ after e~h ~set exempt from prior disclosure

[
~ .

B.
Income during reining ~n~

C.
G~ss value at ~d of reporting Value s Value Code ~ ~ Me~ (J-P) Code 3 " (Q-W> Ty~ (e.g. buy, sell, redemption)

D.
T~sactiona during re~ng

~ount I T~e (e.g., C~e 1 ~ dlv., ~t, (A-H) or int.)

Date I Value [ Gain I ~m~d~~ : C~e 2 ~ C~e 1 [ ] (J-P) ~ (A-H) ] ~

Identi~ of buyer/~ller (ifp~vate

52.

-Schwab Charles Co~ -United T~hnologies Co~

A A A A A

Dividend Di~dend Dividend ~ividend Dividend

J K K J J

T T T T T

Buy Buy Buy Buy Buy Sold Buy

~/19/09

J J

54. 55. 56. 57. 58. 59. 60. 61. 62, 63.

-VF Co~ -Walgreen C~mp~y -W~te Manage~enl Ine

~/19109 06/19/09 0110~ 03/03109 06!19109 [" 06/19/09

J J K J J J K

-Wate~ Co~ -Mathews Asian Gro~ & Income Defened Compensation - Wells Fargo Bank A
Tr

J A Di~dend Dividend K K K

T T T W

Buy Buy

] 06/17/~

Timber prepay, Jackson Parish, LA (Nix)

Buy

05105/09

Nix & Co., LLC

].IncomeGai~Cod~s: (See Columns B | and D4) 2. Virile Codes (See Columns CI and D3) 3. Vah Method Codes (Se~ Column C2)

A =~1,000 or |ess F =SS0,00I - 5100,000 J =$15,000 or t~:$s N =5250,00} - $500,000 P3 =525,000,~ 1 - 550,000,000 Q =Appraisal U =Book Value

B =$1,001 - $2,500 G =$10~O~)l - 51,000,000 K =515,001 - 550,000 O -$500,1)01 - $1,000,000 R ~Cost (Real E, tare Only) V ~Other

C =52,501 - $5,000 H 1-5 |,0~,001 - 55,1~00,000 L ~550,1[RI1 - $ 100,00~ Pl =~l,000,001 - 55,000,000 P4 =Mo~e than $50,000,000 S =A~e~men! W ~Estimated

H2 -Mor~ M =$100.0el - ~250,00~

T =~a.sh Market

FINANCIAL Page 8 of 9

REPORT 05/11/2010

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepartofSepor~)

Part V page 3 line 2 - For reporting ~erson and~ to visit Mr Davisons vacation home in Mexico on ~,vo occasions including a portion of air Wavol between home and Mexmo and back on one occasion, lo~ing, some meals and some tmnsportatmn while in l~|exlco.

FINANCIAL DISCLOSURE REPORT Page 9 of 9 IX. CERTIFICATION.

N .... fPerson Reporang

I Dateofi~cport

James, Robert ~.

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 a.nd 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..

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