# Donald Ellsworth Walter > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15482 ## Record - **Judge:** Donald Ellsworth Walter - **Year:** 2017 - **Report type:** Annual - **Pages:** 15 ## Text See attached description - timber farm rent — Rent JD Bank Account — Interest See attached description — Rovalty Jefferson Davis Bank Common Stock Morgan Stanley #1 — Int/Div See attached description — Rent Jefferson Davis Bank & Trust Common Stock — Int/Div — with line 4) See attached description — None See attached description — None Exxon Mobil Common Stock-Morgan Stanley #1 — Int/Div — Donated Bancorp South Account — Interest Charles Schwab & Co., Inc.-money market — Int See Attached Description — Rovalty See Attached Description — Rovalty The New Century, LLC — Rent Interest in Niblett Irrigation Inc — None — Sold Richard Skipper Note — None JD Bank Account — None — with line 2) Morgan Stanley Bank #1 — Interest Morgan Stanley #2-Bank — Interest Morgan Stanley #3- Virtus Multi Sect Shi Term — Int/Div Morgan Stanley #3-bank — Interest Morgan Stanley #1- Alphabet Inc C1 A (formerly Google) — None Morgan Stanley #1-Facebook — None Mineral Interest located in Westmoreland County, PennsyIvania — Rent Charles Schwab-Inovio Pharmaceuticals — None — Sold (part) Charles Schwab-Inovio Pharmaceuticals — Buy (add'l) Morgan Stanley #3 - Principal GLB Divers — Int/Div Morgan Stanley #3 - First Trust Capital Strgth — Int/Div Morgan Stanley #3 - [shares US Tech — Int/Div Morgan Stanley #3 - shares Healthcare — Int/Div Charles Schwab- Energy Tmfr Equity — Distribution — Sold Morgan Stanley #1 - Pioneer Miti Ast Ult — Int/Div — Sold Morgan Stunley #2 - Allergan — Int/Div — Sold Morgan Stanley £2 - Alphabet — None Morgan Stanley #2 - Amgen Inc — Int/Div — Sold (part) Morgan Stanley #2 - Amgen Inc — Sold (part) Morgan Stanley #2 - Apple — Int/Div Morgan Stanley #2 - Bank of America Common Stock — Int/Div Morgan Stanley #2 - Blackrock Inc — None — Sold Morgan Stanley #2 - CBS Corp — Int/Div — Sold Morgan Stanley #2 - Charles Schwab Corporation Stock — Int/Div Morgan Stanley #2 - Chevron Corp — Int/Div — Sold Morgan Stunley #2 - Chubb LTD — Int/Div — Buy (add'l) Morgan Stunley #2 - Chubb LTD — Sold (part) Morgan Stunley #2 - Chubb LTD — Sold Morgan Stanley #2 - Comcast Corp — Int/Div — Sold Morgan Stanley #2 - Costeo Wholesale — Int/Div — Sold Morgan Stanley #2 - Crown Castle — Int/Div — Sold Morgan Stanley #2 - Danaher Corp — Int/Div Morgan Stanley #2 - EOG Resources Inc — Int/Div Morgan Stanley #2 - Estee Lauder Co Inc — Int/Div — Sold Morgan Stanley £2 - Gilead Science — Int/Div — Sold Morgan Stanley #2 - Goldman Sachs Grp Ine — Int/Div Morgan Stanley #2 - Honeywell International — Int/Div Morgan Stanley #2 - Ingersoll - Rand Plc — Int/Div Morgan Stanley #2 - Intl Business Machines Corp — Int/Div Morgan Stanley #2 - JP Morgan Common Stock — Int/Div Morgan Stanley #2 - Mastercard Inc — Int/Div — Sold Morgan Stanley #2 - Mckesson Corp — Int/Div — Sold Morgan Stanley #2 - Medtronic — Int/Div — Sold Morgan Stanley #2 - Microsoft — Int/Div — Sold Morgan Stanley #2 - Nike Inc — Int/Div — Sold Morgan Stanley #2 - Occidental Petroleum — Int/Div — Sold Morgan Stanley #2 - Oracle Corp — Int/Div Morgan Stanley #2 - Pepsico — Int/Div Morgan Stanley #2 - Pfizer Inc — Int/Div Morgan Stanley #2 - Schlumberger LTD — Int/Div — Sold Morgan Stunley #2 - T-Mobile US Inc — None Morgan Stanley #2 - Thermo Fisher Scientific — Int/Div Morgan Stanley #2 - Union Pacific Corp — Int/Div — Sold Morgan Stanley #2 - Wells Fargo & Co New — Int/Div — Sold Morgan Stanley #2 - Ishares S&P Midcap 400 index — Int/Div Morgan Stanley #2 - Ishares SP Small Cap 600 index — Int/Div Morgan Stanley #2 - Vanguard FTSE Emerging Markers — None — Sold Morgan Stanley #2 - Vanguard Intl Equity Index — None — Sold Morgan Stanley #2 - Amazon — None Morgan Stanley #2 - Cognizant Tech Solutions C1 A — Int/Div Morgan Stanley #2 - Exelon Corp — Int/Div Morgan Stanley #3 « Ishares S&P S00 Grwth — Int/Div Morgan Stanley #3 - Vanguard Mid Cap ETF Index — None — Sold Morgan Stanley #3 - Vanguard Short Term Bnd — Int/Div — Sold Morgan Stanley #3 « Vanguard Small Cap — None — Sold Morgan Stanley #3 - Vanguard Total Intl Stock — None — Sold Morgan Stanley #3 - Blackrock Multi-Asset Inc Inst — Int/Div — Sold (part) Morgan Stanley #3 - Invesco Diversified Dividend — Int/Div — Sold Morgan Stanley #3 - MFS Value — Int/Div Morgan Stanley #3 - Ishares US Fin Services — Int/Div Morgan Stunley - Bank 44 — Interest Morgan Stanley #4 - bEnergy Northwest Wash Elec Rev Bond — Interest Morgan Stanley #4 - Michigan Finance Auth Bond — Interest — Sold Morgan Stanley #4 - Tulsa Okla Met Util Auth Bond — Interest Morgan Stanley #4 - Arizona Transp Brd Bond — Interest Morgan Stanley #4 - Connecticut St Genl Bond — Interest Morgan Stanley #4 - University Tex Univ Bond — Interest Morgan Stanley #4 - Baltimore Cnty MD Bond — Interest Morgan Stanley #4 - Delaware St Genl Bond — Interest Morgan Stanley #4 - Rhode Island Comm Corp Bond — Interest Morgan Stanley #4 - Georgia St Genl Bond — Interest — Sold Morgan Stanley #4 - Clark Cnty Nev Bond — Interest — Sold Morgan Stanley #4 - lllinois St Sales Tax Bond — Interest Morgan Stanley #4 - Chicago Hl Bond — Interest Morgan Stanley #4 - Lawrence Kans Wir & Sew Bond — Interest — Sold Morgan Stanley #4 « United States Treasury Note — Int/Div — Sold Morgan Stanley #4 - AB Municipal Income — Int/Div — Buy (add'l) Morgan Stanley #4 - AB Municipal Income — Buy (add'l) Morgan Stanley #4 - AB Municipal Income — Buy (add'l) Morgan Stanley #4 - AB Municipal Income — Buy (add'l) Charles Schwab- Flexion Therapeutics — None — Buy Charles Schwab- Flexion Therapeutics — Sold Charles Schwab- Ford Motor Company — None — Buy Charles Schwab- Ford Motor Company — Sold Charles Schwab- Morgan Stanley Common Stock — Int/Div — Buy Charles Schwab- Morgan Stanley Common Stock — Sold Morgan Stanley #4 - New Mexico St. Genl Bond — None — Buy Morgan Stanley #4 - New York St Dorm Auth Bond — None — Buy Morgan Stanley #4 - New York Ny City Transitional Bond — None — Buy Morgan Stanley #4 - Hudson YDS Infrastructure Bond — Interest — Buy Morgan Stanley #4 - Davis Cnty Utah Bond — Interest — Buy Morgan Stanley #4 - Davis Cnty Utah Bond — Sold Morgan Stanley #4 - United States Treasury Bond (912828V23) — Interest — Buy Morgan Stanley #4 - United States Treasury Bond (912828V23) — Buy (add'l) Morgan Stanley #4 - United States Treasury Bond (912828V23) — Buy (add'l) Morgan Stanley #4 - United States Treasury Bond (912828V23) — Sold Morgan Stanley #4 - United States Treasury Bond (912810F TO) — None — Buy Morgan Stanley #3 - Goldman Activebeta USLCETF — Int/Div — Buy Morgan Stanley #3 - Goldman Sachs Activebeta Em — Int/Div — Buy Morgan Stanley #3 - [shares Core Intl Stock — Int/Div — Buy Morgan Stanley #3 - Ishares 1Bond — Int/Div — Buy Morgan Stanley #3 - Ishares S&P Midcap 400 Index — Int/Div — Buy Morgan Stanley #3 - Ishares SP Small Cap 600 Index — Int/Div — Buy Morgan Stanley #2- Analog Devices Inc — Int/Div — Buy Morgan Stanley #2- Citigroup Inc New C — Int/Div — Buy Morgan Stanley #2- DowDupont Inc — None — Buy Morgan Stanley #2- Home Depot Inc — Int/Div — Buy Morgan Stanley #2- Johnson Controls International PLC — None — Buy Morgan Stanley #2- Johnson Controls International PLC — Sold Morgan Stanley #2- Lockheed Martin Corp — Int/Div — Buy Morgan Stanley #2- Lowes Companies Inc — Int/Div — Buy Morgan Stanley #2- Sherwin Williams Company Ohio — Int/Div — Buy Morgan Stanley #2- USG Corporation New — None — Buy Morgan Stanley #2- Weyerhaeuser Co — Int/Div — Buy Morgan Stanley #2- Xilinx Inc — Int/Div — Buy Morgan Stanley #2- Ishares Core MSC — Int/Div — Buy Morgan Stanley #2- Ishares Core MSC — Buy (add'l) Morgan Stanley #2- Amer Intl Gp Inc — None — Buy Morgan Stanley #2- Amer Intl Gp Inc — Sold Morgan Stanley #2- Kraft Heinz Co — Int/Div — Buy Morgan Stanley #2- Kraft Heinz Co — Buy (add'l) Morgan Stanley #2- Kraft Heinz Co — Sold Morgan Stanley #2- First Trust NASDAQ ABF — Int/Div — Buy Morgan Stanley #2- First Trust NASDAQ ABF — Sold Morgan Stanley #2- Louisiana Pacific Corp — None — Buy Morgan Stanley #2- Louisiana Pacific Corp — Sold Morgan Stanley #2- Mondelez Intl Inc — Int/Div — Buy Morgan Stanley #2- Mondelez Intl Inc — Sold Morgan Stanley #2- Rockwell Collins — Int/Div — Buy Morgan Stanley #2- Rockwell Collins — Sold Morgan Stanley #2- Tortoise MLP — None — Buy Morgan Stanley #2- Tortoise MLP — Sold Morgan Stanley #2- Walt Disney Co — Int/Div — Buy Morgan Stanley #2- Walt Disney Co — Sold Morgan Stanley #2- Goldman Sachs Activebeta — Int/Div — Buy Morgan Stanley #2- First Trust Fucl Alphadex — Int/Div — Buy Morgan Stanley #2- First Trust Small Cap Growth — Int/Div — Buy Morgan Stanley #2- First Trust Small Cap Growth — Buy (add'l) Morgan Stanley #2- Ishares MSCI Euro Fin — Int/Div — Buy Morgan Stanley #2- Principal Midcap Instl — Int/Div — Buy Morgan Stanley #2- Principal Midcap Instl — Buy (add'l) Morgan Stanley #2 - Johnson & Johnson — None — Buy Morgan Stanley #3 - Vanguard FTSE Emerging Markets (X) — None — Sold Liability — Bancorp South — Cuarantor to 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 as of 12/31/16. 42, 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. Valutiion based on 3 times the current year income. #4, In prior years, Jefferson Davis Bank Common Stock was held directly, reported on lines 4 and 6. On 3/3/2017 all Jefferson Davis Bank common stock held directly was transferred into Morgan Stanley account #1. #5, An undivided interest in real estate located in Jennings, Louisiana, Appraisal taken as of 1979. #6. In prior years, Jefferson Davis Bank Common Stock was held directly. reported on lines 4 and 6. On 3/3/2017 all Jefferson Davis Bank common stock held directly was transferred into Morgan Stanley account #1. Line 6 has been merged with line 4. #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 in Texas income paid by Hillcorp Corporation. Valuation based on 3 times the current year income. #12, 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. #13, 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. #14, Value used in sucession, DOD 7/9/2007. #16, Value used in sucession, DOD 7/9/2007, #17, Name of bank changed from Jerfferson Davis Bank and Trust Co. to JD Bank in 2013. JD bank account was inherited in 2008. Account has since been merged with JD Bank account reported on line 2. #170, Vanguard FTSE Emerging Markets - Morgan Stanley #3 was below reporting threshold. Asset increased in value and became reportable during 2017. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15482. Public record. Not legal advice.