Donald Ellsworth Walter

2016Annual

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What was filed

291
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income

Named parties

Reserve at Welsh, LLC.
Bancorp South

As filed

See attached description - timber farm rent — Rent — Sold (part) — Reserve at Welsh, LLC.

JD Bank Account — Interest

See attached description — Rovalty

Jefferson Davis Bank Common Stock — Int/Div

See attached description — Rent

Jefferson Davis Bank & Trust Common Stock — Int/Div

See attached description — None

See attached description — Rovalty

Coastal Club Common Stock — None — Donated

Exxon Mobil Common Stock-Morgan Stanley #1 — Int/Div

Bancorp South Account — Interest

Charles Schwab & Co., Inc.-money market — None

See Attached Description — Rovalty

The New Century. LLC — Rent

Interest in Niblett Irmgation Inc — None

RS. Note — None

JD Bank Account — None

Morgan Stanley Bank #1 — Interest

Morgan Stanley #2-Bank — Interest

Morgan Stanley #3- Virtus Multi Sect Sht Tem — Int/Div — Buy (add'l)

Morgan Stanley #3-bank — Interest

Morgan Stanley #1- Alphabet Inc CI A {formerly Google) — None — Buy (add'l)

Morgan Stanley #1-Facebook — None

Mineral Interest located in Westmoreland County Pennsylvania — Rent

Charles Schwab-Inovio Pharmaceuticals — None — Sold (part)

Morgan Stanley #3-Blackrock Strategic Inc Opp — Int/Div — Buy (add'l)

Morgan Stanley #3-Blackrock Strategic Inc Opp — Sold

Morgan Stanley #3-Goldman Sachs Strategic Inc — Int/Div — Sold

Morgan Stanley #3-Virtus Dynamic Alphasector — None — Sold

Morgan Stanley 529 Plan-Hartford Age-Bas PTF 9-13A — None — Closed

Morgan Stanley #2 - MFS Equity — None — Sold

Morgan Stanley #3 - Principal GLB Divers — Int/Div

Charles Schwab - Celldex Therapeutics — None — Sold

Charles Schwab - Novartis — Int/Div — Sold

Morgan Stanley #2 -Goldman Sachs Multi Mgr — None — Sold

Morgan Stanley #2 - Blackrock Multi Asset — Int/Div — Sold

Morgan Stanley #2 - First Tr High YL — Int/Div — Sold

Morgan Stanley #2 - First Trust Capital Strgth ETF — None — Buy (add'l)

Morgan Stanley #2 - First Trust Capital Strgth ETF — Sold

Morgan Stanley #2 - First Trust Europe — None — Sold

Morgan Stanley #2 - First Trust Japan — None — Sold

Morgan Stanley #2 - First Trust NASD 100 index — None — Sold

Morgan Stanley #2 - First Trust Small Cap — None — Sold

Morgan Stanley #2 - First Trust Dorsey Wright — None — Sold

Morgan Stanley #2 - Franklin K2 Altrty — None — Sold

Morgan Stanley #2 - MFS Int Diversification — None — Sold

Morgan Stanley £2 - Virtus Sector Trend — None — Sold

Morgan Stanley #2 - AB GLB Thematic — None — Sold

Morgan Stanley #2 - Ishares US Fin — None — Sold

Morgan Stanley #3 - First Tr High YI — Int/Div — Sold

Morgan Stanley #3 - First Trust Capital Strgth — Int/Div

Morgan Stanley #3 - First Trust Dorsey Wright — None — Sold

Morgan Stanley #3 « First Trust Europe — Int/Div — Sold (part)

Morgan Stanley #3 « First Trust Europe — Sold

Morgan Stanley #3 - First Trust Fuel Aphadex — None — Sold

Morgan Stanley #3 - First Trust Japan — None — Sold

Morgan Stanley #3 « First Trust NASD 100 Index — Int/Div — Sold

Morgan Stanley #3 - First Trust NASDAQ — None — Sold

Morgan Stanley #3 - [shares US Tech — Int/Div — Buy (add'l)

Morgan Stanley #3 - [shares US Tech — Sold (part)

Morgan Stanley #3 - Ishares Healthcare — Int/Div — Buy (add'l)

Morgan Stanley #3 - Ishares Healthcare — Buy (add'l)

Morgan Stanley #3 - AB Multi Manager — Int/Div — Sold

Morgan Stanley #3 - Goldman Sachs Mult Mgr — None — Sold

Morgan Stanley #3 < MFS GLB Altemative — Int/Div — Sold

Morgan Stanley #3 - Virtus Sector — Int/Div — Sold

Morgan Stanley #1 - Alphabet Inc C1 C {formerly Google) — None — Sold

Morgan Stanley 529 College Savings Plan — None — Closed

Charles Schwab-Chesapeake Energy Corp 1X) — None — Sold

Charles Schwab- Energy Tmfr Equity — Distribution — Buy

Charles Schwab- Energy Tmfr Equity — Buy (add'l)

Morgan Stanley #1 - Pioneer Miti Ast Ult — Int/Div — Buy

Morgan Stanley #2 - Abbott Lab — None — Buy

Morgan Stanley #2 - Abbott Lab — Sold

Morgan Stanley #2 - Allergan — None — Buy

Morgan Stanley #2 - Allergan — Sold (part)

Morgan Stanley #2 - Alphabet — None — Buy

Morgan Stanley #2 - Alphabet — Sold (part)

Morgan Stanley #2 - Amgen Inc — Int/Div — Buy

Morgan Stanley #2 - Amgen Inc — Buy (add'l)

Morgan Stanley #2 - Amgen Inc — Sold (part)

Morgan Stanley #2 - Apple — Int/Div — Buy

Morgan Stanley #2 - Apple — Buy (add'l)

Morgan Stanley #2 - Apple — Sold (part)

Morgan Stanley #2 - Bank of America — Int/Div — Buy

Morgan Stanley #2 - Bank of America — Sold (part)

Morgan Stanley #2 - Blackrock — Int/Div — Buy

Morgan Stanley #2 - Blackrock — Buy (add'l)

Morgan Stanley #2 - Blackrock — Sold (part)

Morgan Stanley #2 - Blackrock — Buy (add'l)

Morgan Stanley #2 - Blackrock — Sold (part)

Morgan Stanley #2 - Capital One Fin Corp — None — Buy

Morgan Stanley #2 - Capital One Fin Corp — Sold (part)

Morgan Stanley #2 - Capital One Fin Corp — Sold

Morgan Stanley #2 - CBS Corp — None — Buy

Morgan Stanley #2 - CBS Corp — Sold (part)

Morgan Stanley #2 - Charles Schwab New — None — Buy

Morgan Stanley #2 - Charles Schwab New — Sold (part)

Morgan Stanley #2 - Chevron Corp — Int/Div — Buy

Morgan Stanley #2 - Chevron Corp — Buy (add'l)

Morgan Stanley #2 - Chevron Corp — Sold (part)

Morgan Stanley #2 - Chevron Corp — Buy (add'l)

Morgan Stanley #2 - Chubb LTD — None — Buy

Morgan Stanley #2 - Chubb LTD — Sold (part)

Morgan Stanley #2 - Comcast Corp — Int/Div — Buy

Morgan Stanley #2 - Comcast Corp — Buy (add'l)

Morgan Stanley #2 - Comcast Corp — Sold (part)

Morgan Stanley #2 - Conagra Brands — Int/Div — Buy

Morgan Stanley #2 - Conagra Brands — Buy (add'l)

Morgan Stanley #2 - Conagra Brands — Sold

Morgan Stanley #2 - Costco Wholesale — None — Buy

Morgan Stanley #2 - Costco Wholesale — Sold (part)

Morgan Stanley #2 - Crown Castle — Int/Div — Buy

Morgan Stanley #2 - Crown Castle — Buy (add'l)

Morgan Stanley #2 - Crown Castle — Sold (part)

Morgan Stanley #2 - CVS Health — Int/Div — Buy

Morgan Stanley #2 - CVS Health — Buy (add'l)

Morgan Stanley #2 - CVS Health — Sold (part)

Morgan Stanley #2 - CVS Health — Sold

Morgan Stanley #2 - Danaher Corp — None — Buy

Morgan Stanley #2 - Danaher Corp — Sold (part)

Morgan Stanley #2 - Delphi Auto PLC — None — Buy

Morgan Stanley #2 - Delphi Auto PLC — Sold

Morgan Stanley #2 - EOG Resources Inc — None — Buy

Morgan Stanley #2 - EOG Resources Inc — Sold (part)

Morgan Stanley #2 - Estee Lauder Co Inc — Int/Div — Buy

Morgan Stanley #2 - Estee Lauder Co Inc — Sold (part)

Morgan Stanley #2 - First Tr Valu Ln Div — None — Buy

Morgan Stanley #2 - First Tr Valu Ln Div — Sold

Morgan Stanley £2 - First Trust Engy — None — Buy

Morgan Stanley £2 - First Trust Engy — Sold

Morgan Stanley #2 - Gilead Science — Int/Div — Buy

Morgan Stanley #2 - Gilead Science — Sold (part)

Morgan Stanley #2 - Goldman Sachs Grp Inge — Int/Div — Buy

Morgan Stanley #2 - Goldman Sachs Grp Inge — Sold (part)

Morgan Stanley #2 - Home Depot — Int/Div — Buy

Morgan Stanley #2 - Home Depot — Buy (add'l)

Morgan Stanley #2 - Home Depot — Sold (part)

Morgan Stanley #2 - Home Depot — Sold

Morgan Stanley #2 - Honeywell International — Int/Div — Buy

Morgan Stanley #2 - Honeywell International — Buy (add'l)

Morgan Stanley #2 - Honeywell International — Sold (part)

Morgan Stanley #2 - Ingersoll - Rand Plc — Int/Div — Buy

Morgan Stanley #2 - Ingersoll - Rand Plc — Sold (part)

Morgan Stanley #2 - Int] Business Machines Corp — Int/Div — Buy

Morgan Stanley #2 - Int] Business Machines Corp — Buy (add'l)

Morgan Stanley #2 - Int] Business Machines Corp — Sold (part)

Morgan Stanley #2 - JP Morgan — Int/Div — Buy

Morgan Stanley #2 - JP Morgan — Buy (add'l)

Morgan Stanley #2 - JP Morgan — Sold (part)

Morgan Stanley #2 - L Brand Inc Com — None — Buy

Morgan Stanley #2 - L Brand Inc Com — Buy (add'l)

Morgan Stanley #2 - L Brand Inc Com — Sold (part)

Morgan Stanley #2 - L Brand Inc Com — Sold

Morgan Stanley #2 - Lamb Weston Hidgs — None — Buy

Morgan Stanley #2 - Lamb Weston Hidgs — Sold

Morgan Stanley #2 - Mastercard Inc — None — Buy

Morgan Stanley #2 - Mastercard Inc — Sold (part)

Morgan Stanley #2 - Mckesson Corp — None — Buy

Morgan Stanley #2 - Mckesson Corp — Sold (part)

Morgan Stanley #2 - Medtronic — Int/Div — Buy

Morgan Stanley #2 - Medtronic — Buy (add'l)

Morgan Stanley #2 - Medtronic — Sold (part)

Morgan Stanley #2 - Microsoft — Int/Div — Buy

Morgan Stanley #2 - Microsoft — Buy (add'l)

Morgan Stanley #2 - Microsoft — Sold (part)

Morgan Stanley #2 - Nextera Energy — Int/Div — Buy

Morgan Stanley #2 - Nextera Energy — Buy (add'l)

Morgan Stanley #2 - Nextera Energy — Sold

Morgan Stanley #2 - Nike Inc — None — Buy

Morgan Stanley #2 - Nike Inc — Sold (part)

Morgan Stanley #2 - Occidental Petroleum — Int/Div — Buy

Morgan Stanley #2 - Occidental Petroleum — Buy (add'l)

Morgan Stanley #2 - Occidental Petroleum — Sold (part)

Morgan Stanley #2 - Oracle Corp — None — Buy

Morgan Stanley #2 - Oracle Corp — Sold (part)

Morgan Stanley #2 - Pepsico — Int/Div — Buy

Morgan Stanley #2 - Pepsico — Buy (add'l)

Morgan Stanley #2 - Pepsico — Sold (part)

Morgan Stanley #2 - Pfizer Inc — Int/Div — Buy

Morgan Stanley #2 - Pfizer Inc — Buy (add'l)

Morgan Stanley #2 - Pfizer Inc — Sold (part)

Morgan Stanley #2 - Philip Morris Intl Inc — Int/Div — Buy

Morgan Stanley #2 - Philip Morris Intl Inc — Buy (add'l)

Morgan Stanley #2 - Philip Morris Intl Inc — Sold

Morgan Stanley #2 - Pudential Financial — Int/Div — Buy

Morgan Stanley #2 - Pudential Financial — Buy (add'l)

Morgan Stanley #2 - Pudential Financial — Sold (part)

Morgan Stanley #2 - Pudential Financial — Sold

Morgan Stanley #2 - Raytheon Co — Int/Div — Buy

Morgan Stanley #2 - Raytheon Co — Buy (add'l)

Morgan Stanley #2 - Raytheon Co — Sold

Morgan Stanley #2 - Schlumberger LTD — Int/Div — Buy

Morgan Stanley #2 - Schlumberger LTD — Buy (add'l)

Morgan Stanley #2 - Schlumberger LTD — Sold (part)

Morgan Stanley #2 - Schlumberger LTD — prt)

Morgan Stanley #2 - Schlumberger LTD — Sold (part)

Morgan Stanley #2 - Sempra Energy — Int/Div — Buy

Morgan Stanley #2 - Sempra Energy — Buy (add'l)

Morgan Stanley #2 - Sempra Energy — Sold

Morgan Stanley #2 - T-Mobile US Inc — None — Buy

Morgan Stanley #2 - T-Mobile US Inc — Sold (part)

Morgan Stanley #2 - Thermo Fisher Scientific — None — Buy

Morgan Stanley #2 - Thermo Fisher Scientific — Sold (part)

Morgan Stanley #2 - Union Pacific Corp — Int/Div — Buy

Morgan Stanley #2 - Union Pacific Corp — Sold (part)

Morgan Stanley #2 - Valero Energy — Int/Div — Buy

Morgan Stanley #2 - Valero Energy — Sold

Morgan Stanley #2 - Vanguard Diy Appreciation — Int/Div — Buy

Morgan Stanley #2 - Vanguard Diy Appreciation — Buy (add'l)

Morgan Stanley #2 - Vanguard Diy Appreciation — Sold

Morgan Stanley #2 - Verizon Comm — Int/Div — Buy

Morgan Stanley #2 - Verizon Comm — Sold

Morgan Stanley #2 - Wells Fargo & Co New — Int/Div — Buy

Morgan Stanley #2 - Wells Fargo & Co New — Sold (part)

Morgan Stanley #2 - Ishares S&P Midcap 400 index — Int/Div — Buy

Morgan Stanley #2 - Ishares SP Small Cap 600 index — Int/Div — Buy

Morgan Stanley #2 - Vanguard FTSE Emerging Markets — Int/Div — Buy

Morgan Stanley #2 - Vanguard Intl Equity Index — Int/Div — Buy

Morgan Stanley #2 - Amazon — None — Buy

Morgan Stanley #2 - Cognizant Tech Solutions Cl A — None — Buy

Morgan Stanley #2 - Exelon Corp — None — Buy

Morgan Stanley #3 « Ishares S&P S00 Grwth — Int/Div — Buy

Morgan Stanley #3 - Vanguard Mid Cap ETF Index — Int/Div — Buy

Morgan Stanley #3 - Vanguard Short Term Bnd — Int/Div — Buy

Morgan Stanley #3 - Vanguard Small Cap — Int/Div — Buy

Morgan Stanley #3 - Vanguard Total Intl Stock — Int/Div — Buy

Morgan Stanley #3 - Blackrock Multi-Asset Inc Inst — Int/Div — Buy

Morgan Stanley #3 - Invesco Diversified Dividend — Int/Div — Buy

Morgan Stanley #3 < MFS Value — Int/Div — Buy

Morgan Stanley #3 - Ishares US Fin Services — Int/Div — Buy

Morgan Stanley #3 - Ishares US Fin Services — Sold (part)

Morgan Stanley #4 - AB Tax Multi Sector — Int/Div — Buy

Morgan Stanley #4 - AB Tax Multi Sector — Sold (part)

Morgan Stanley #4 - AB Tax Multi Sector — Sold

Morgan Stanley #4 « Atlanta GA Arp — Interest — Buy

Morgan Stanley #4 « Atlanta GA Arp — Sold

Morgan Stanley #4 - Los Angeles CN — Interest — Buy

Morgan Stanley #4 - Los Angeles CN — Sold

Morgan Stanley #4 - US Tsy Note 1375 21JA31 — Interest — Buy

Morgan Stanley #4 - US Tsy Note 1375 21JA31 — Sold

Morgan Stanley #4 - US Tsy Note 1375 23AU31 — Interest — Buy

Morgan Stanley #4 - US Tsy Note 1375 23AU31 — Sold

Morgan Stanley #4 - Utah ST Go-C — Interest — Buy

Morgan Stanley #4 - Utah ST Go-C — Sold

Morgan Stanley #4 - Washington ST BE — Interest — Buy

Morgan Stanley #4 - Washington ST BE — Sold

Morgan Stanley Bank #4 — Interest — Open

Morgan Stanley #4 - Energy Northwest Wash Elec Rev — Interest — Buy

Morgan Stanley 24 - Michigan Finance Auth — Interest — Buy

Morgan Stanley #4 - Tulsa Okla Met Util Auth — Interest — Buy

Morgan Stanley #4 - Arizona Transp Brd — None — Buy

Morgan Stanley #4 - Connecticut St Genl — None — Buy

Morgan Stanley #4 - University Tex Lniv — None — Buy

Morgan Stanley #4 - Baltimore Cnty MD — Interest — Buy

Morgan Stanley #4 - Delaware St Genl — Interest — Buy

Morgan Stanley #4 - Rhode Island Comm Corp — Interest — Buy

Morgan Stanley #4 - Georgia St Genl — None — Buy

Morgan Stanley #4 - Clark Cnty Nev — None — Buy

Morgan Stanley #4 - Illinois St Sales Tax — None — Buy

Morgan Stanley #4 - Chicago 11] — Interest — Buy

Morgan Stanley #4 - Lawrence Kans Wir & Sew — None — Buy

Morgan Stanley #4 - United States Treasury Note — None — Buy

Morgan Stanley #4 - AB Municipal Income — Int/Div — Buy

Morgan Stanley #4 - AB Municipal Income — Buy (add'l)

Liability — Bancorp South — Guarantor to lm loan

Valuation Code V: asset value on 36 months gross production

#1, Undeveloped land outside of Waynesboro, Wayne County, Mississippi, and Louisiana farmlands located in Jefferson Parish, Louisiana. Appraisal taken as of

October 15, 2008. Jefferson Parish land was sold during 2016. Only the Wayne County property is owned us of 12/31/16,

#2, Name of bank changed from Jefferson Davis Bank and Trust Co. to JD Bank in 2013.

#3, Working interest

Hanna #1 Grafton, Blackbird and Thelma Morris

Leon, Houston and other counties in Texas income paid by Palmer Production,

Ine. Valutzion based on 3 times the current year income.

#5, An undivided mterest m real estate located in Jennings, Lousiana. Appraisal taken as of 1979.

#7, Royalty interest in Jeff Davis and Vermillion Parishes, Louisiana — Production income paid by Hillcorp Energy, Valuation based on 3 times the current year

income.

#8, Working interest — Alabama Ferry Units in Leon, Houston and other counties m Texas income paid by Hillcorp Corporation. Valuation based on 3 times the

current year income.

#9, Asset was given to son in 2016,

#13, Royalty Interest — Hanna #1 Grafton, Blackbird and Thelma Morris — Leon, Houston and other counties in Texas income paid by Palmer Production, Inc.

Valuation based on 3 times the current year income,

#14, Royalty Interest — Jeff Davis and Vermillion Parishes, Louisiana. Production income paid by Texas Petroleum, Spooner Petroleum Company and XTO

Energy. Valuation based on 3 times the current year income.

#15, Value used in sucession of mother, DOD 7/9/2007.

#16, Value used in sucession of mother, DOD 7/9/2007.

#17, Value used im sucession of mother, DOD 7/9/2007.

#18, Name of bank changed from Jerfferson Davis Bank and Trust Co. to JD Bank in 2013.

#21, Virtus Dynamic Alphasector 1 held in Morgan Stanley account #3 should be been reported sold 11/212014.

#23, Name changed from Google, Inc. to Alphabet Inc. on 10/5/2015. Morgan Stanley #1 held Alphabet Inc. Cl A and Alphabet Inc. C1 C during 2016. In prior

wears Class A and Class C were reported together. They are shown separately on lines 23 and 68,

#68, Name changed from Google, Inc. to Alphabet Inc. on 10/5/2015. Morgan Stanley #1 held Alphabet Inc. CI A and Alphabet Inc. C1 C during 2016. In prior

years Class A and Class C were reported together. They are shown separately on lines 23 and 68,

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.