# Donald Ellsworth Walter

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17489

## Record

- **Judge:** Donald Ellsworth Walter
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 12

## Text

See attached description - timber farm rent — Rent
JD Bank Account — Interest
See attached description — Royalty
Jefferson Davis Bank Common Stock — Int/Div
See attached description — Rent
Pierremont Oaks Tennis Club — None
Jefferson Davis Bank & Trust Common Stock — Int/Div
See attached description — None
See attached description — Royalty
Coastal Club Common Stock — None
Exxon Mobil Common Stock-Morgan Stanley #1 — Int/Div
Bancorp South Account — Interest
Charles Schwab & Co., Inc.-money market — None
See Attached Description — Royalty
See Attached Description — Royalty
The New Century,LLC — Rent
Interest in Niblett Irrigation Inc — None
R.S. Note — None
JD Bank Account — None
Morgan Stanley Bank #1 — Interest
Morgan Stanley #2-Bank — Interest
Morgan Stanley #2-AT&T — Int/Div — Sold
Morgan Stanley #2- Schlumberger — Int/Div — Sold
Morgan Stanley #3- Virtus Multi Sect Sht Trm — Int/Div — Sold (part)
Morgan Stanley #3-bank — Interest
Morgan Stanley #1-Google Inc — None
Morgan Stanley #2-Dow Chemical Co — Int/Div
Morgan Stanley #2-Honeywell International inc — Int/Div
Morgan Stanley #2-Seadrill — Int/Div — Sold
Morgan Stanley #3-Pfizer Inc — None — Sold
Morgan Stanley #1-Facebook — None
Morgan Stanley #2-Emerson Electric — Int/Div — Sold
Morgan Stanley #2-JP Morgan Chase — Int/Div — Sold
Morgan Stanley #2- United Technologies Corp — Int/Div
Morgan Stanley #2- Verizon Communications — Int/Div — Sold
Mineral Interest located in Westmoreland County, Pennsylvania — Rent
Charles Schwab-Amazon Com Inc — None — Sold
Charles Schwab-Ebay Inc — None — Sold
Charles Schwab-Inovio Pharmaceuticals — None — Buy (add'l)
Morgan Stanley #1-Amazon Com Inc — None
Morgan Stanley #2-BP PLC Ads — Int/Div — Sold
Morgan Stanley #2-First Trust North American E — Int/Div — Buy (add'l)
Morgan Stanley #2-AXA Ads — None — Sold
Morgan Stanley #2-Glaxosmithkline Plc Ads — Int/Div — Sold
Morgan Stanley #2-Bank of America Corp — Int/Div — Buy (add'l)
Morgan Stanley #2-Bank of America Corp — Sold
Morgan Stanley #2-HSBC Holdings Plc — Int/Div — Sold
Morgan Stanley #2-Imperial Tobacco GP — Int/Div
Morgan Stanley #2-Kraft Foods Group Inc — Int/Div — Sold
Morgan Stanley #2-Nestle Spon Adr — Int/Div — Sold (part)
Morgan Stanley #2-Novartis Ag Adr — Int/Div — Sold (part)
Morgan Stanley #2-Roche Holdings Adr — Int/Div — Sold (part)
Morgan Stanley #2-Siemens Aktiengesellschaft — None — Sold
Morgan Stanley #2-Goldman Sachs Rising Div GW — Int/Div — Buy (add'l)
Morgan Stanley #2-Goldman Sachs Rising Div GW — Sold
Morgan Stanley #2-MFS International Value 1 — Int/Div
Morgan Stanley #3-First Trst Hlth Care Alpha — None
Morgan Stanley #3-First Trust Amex Biotech — Int/Div
Morgan Stanley #3-First Trust Consmr Staples ETF — Int/Div
Morgan Stanley #3-First Trust Consumer Discret — Int/Div
Morgan Stanley #3-First Trust DJ Internet — None
Morgan Stanley #3-Allianceber Sel US — Int/Div — Sold (part)
Morgan Stanley #3-Blackrock Strategic Inc Oppl — Int/Div — Sold (part)
Morgan Stanley #3-Goldman Sachs Strategic Inc — Int/Div — Sold (part)
Morgan Stanley #3-Virtus Dynamic Alphasector 1 — None
Morgan Stanley 529 Plan-Hartford Age-Bas PTF 9-13A — None
Morgan Stanley #2 - Biomed Realty Trust Inc — Int/Div — Buy
Morgan Stanley #2 - Biomed Realty Trust Inc — Sold
Morgan Stanley #2 - Columbia PPTY TR Inc — Int/Div — Buy
Morgan Stanley #2 - Columbia PPTY TR Inc — Sold
Morgan Stanley #2 - Phillips 66 — Int/Div — Buy
Morgan Stanley #2 - Phillips 66 — Sold
Morgan Stanley #2- Prudential Financial — Int/Div — Buy
Morgan Stanley #2- Prudential Financial — Sold (part)
Morgan Stanley #2 - Raytheon Co — Int/Div — Buy
Morgan Stanley #2 - Raytheon Co — Sold
Morgan Stanley #2 - Sanofi ADR — Int/Div — Buy
Morgan Stanley #2 - Sanofi ADR — Sold
Morgan Stanely #2- Banco Santander — Int/Div — Buy
Morgan Stanely #2- Banco Santander — Buy (add'l)
Morgan Stanely #2- Banco Santander — Sold (part)
Morgan Stanely #2- Banco Santander — Sold (part)
Morgan Stanely #2- Banco Santander — Sold (part)
Morgan Stanely #2- Banco Santander — Sold
Morgan Stanley #2 - Cohen & Steer GLB — Int/Div — Buy
Morgan Stanley #2- First Tr Exchange — Int/Div — Buy
Morgan Stanley #2- First Tr Exchange — Buy (add'l)
Morgan Stanley #2- First Tr ISE WTR — Int/Div — Buy
Morgan Stanley #2 - First Trust FNCL — Int/Div — Buy
Morgan Stanley #2 - First Trust Tech Alpha — Int/Div — Buy
Morgan Stanley #2 - Home Depot — Int/Div — Buy
Morgan Stanley #2 - ISHARES — Int/Div — Buy
Morgan Stanley #2 - Lamar — Int/Div — Buy
Morgan Stanley #2 - MFS Equity — Int/Div — Buy
Morgan Stanley #2 - Principal SM MDCP — Int/Div — Buy
Morgan Stanley #2 - Williams Co inc — Int/Div — Buy
Morgan Stanley #2 - Wisdom Tree — Int/Div — Buy
Morgan Stanley #2 - Goldman Sachs SMMD — Int/Div — Buy
Morgan Stanley #3 - ISHARES — Int/Div — Buy
Morgan Stanley #3 - Principal GLB Divers — Int/Div — Buy
Morgan Stanley #2 - Baxter — None — Buy
Morgan Stanley #2 - Union Pacific — None — Buy
Morgan Stanley #2 - Wells Fargo — None — Buy
Morgan Stanley #2 - First Trust DJ Internet — None — Buy
Charles Schwab - Rite Aid Corp (X) — None — Sold
Charles Schwab - Celldex Therapeutics — None — Buy
Charles Schwab - Oncosec Med Inc — None — Buy
Charles Schwab - Novartis — None — Buy
Morgan Stanley #2 - First Trust Amex Biotech — Int/Div — Buy
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.

#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,

Inc.Valutaion based on 3 times the current year income.

#5, An undivided interest in real estate located in Jennings, Louisiana, Appraisal taken as of 1979,

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

income.

#9, 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.

#14, 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.

#15, Royalty Interest — Jeff Davis and Vermillion Parishes, Louisiana. Production income paid by Texas Petroleum. Valuation based on 3 times the current year

income.

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

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

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

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

#30, The shares of Pfizer Inc listed on this line should have been reported in prior years as being held in Morgan Stanley #3. In 2013 Pfizer shares were involved

in a spinoff with Zoetis. The Zoetis shares acquired and then sold in 2013. All of the Zoetis activity was under the filing threshold and not reported on prior year

financial disclosure reports. On 12/31/2013 no shares of Pfizer Inc or Zoetis were held.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17489. Public record. Not legal advice.
