donald e walter financial disclosure report for 2010

8/3/2019 Donald E Walter Financial Disclosure Report for 2010

1/16

I AO 10Rev. 1/2011 I FINANCIAL DISCLOSURE REPORTFOR CALENDAR YEAR 20 10 Report Re qoired by the Ethicsin Go vernment A ct o f 1978(5 U.S.C. app. 101-111)I . Person Rep or t ing [ las t name, f i r s t , middle in i t ia l1Wa l t e r , Do n a l d E .

4. Tit le (Art ic le III judges ind ica te ac t ive o r sen io r s ta tus;magistrate judges indicate full- or part- time)Distr~ct Court Judge-Senior

7 . C h a m b e r s o r O f f i c e A d d r e s s300 Fannin St ree t , Sui t e 4200Shrevepor t , Loui s i ana 71101

2. Court or Organizat ionU .S . Di s t C t ; We s t e r n Di s t L A

3. Date of R e p o r t07/13/2011

5a. Report Type (check appropriate type)] N o m i n a t i o n , D a t e[] Initial [] Annual [] Final5b. [] Amended Report8.On the basis of the information contained in this Report and any

modifications pertaining thereto, it is, in my opinion, in compliancew i t h a p p l i c a b l e l a w s a n d r e g u l a t i o n s .

Reviewing Office r Date

6. Report ing Pe riod01/01/2010

to12/31/2010

I M P O R T A N T N O T E S : The instructions accompanying this form must be followetL Complete all parts,checking the NONE box for each part where you have no reportable in format ion . S ign on las t page.

I . P O S I T I O N S . ~ R e p o n i . g individual only: seepp. 9-1 3 of f i l lng instructions .)[] (No re portable posi t ions.)ONE

POSITION

2.

3.

4.5.

NAME OF ORGANIZATION/ENTITY

I I . A G R E E M E N T S . Reporttng indivldual only: seepp. 14-16 of filing instructions.)~ (No repor tab l e agreem ents .)ONE

D A T E PARTIES AND TERMS


2/16

FINANCIAL DISCLOSURE REPORTPage 2 of 16

N a m e o f P e r s o n R e p o r t i n gW a l t e r , D o n a l d E .

D a t e o f R e p o r ~07/13/2011

III. N O N - IN V E S T M E N T I N C O M E . ( R e p o r ~ . g ind iv idual andspo use; seepp . 1 7-2 4 o f f i l ing ins t ruc t ions , )A. Filers Non-Investment Incom e

~] NONE non- inves tmen t income. )N o reportableDATE SOURCE AND T Y P E

2.

3.

4.

I N C O M E( y o u r s , n o t s p o u s e s )

B . S p o u s e s N o n - I n v e s tm e n t I n c o m e - i f you were ma rried during any port ion of the report ing year, complete this sect ion~(Dollar amount not required except for honoraria.)

N O N E (No repor tab le non- inves tment income. )DATE SOURCE AND TYPE

I.

2.

3.4.

I V . R E I M B U R S E M E N T S - transportation, Iodglng, food, entertainment.(Includes those to spouse and depende nt children; see pp. 25-27 of filing instructions.)D NONE (No reportable reimbursements.)

S O U R C E1. FJC Seminar

2. F J C S e m i n a r3.4.5.

DATES LOCATION PURPOSE06/10110-6 /15/10 Pr ince ton, N.J . F J C e d u c a t i o n a l s e m i n a r

11103/10-11/06110 St . L ou i s , M O F J C e d u c a t i o n a l s e m i n a r

ITEMS PAID OR PROVIDEDf ood , l odg i ng and t r av e l

f ood , l odg i ng and t r av e l


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FINANCIAL DISCLOSURE REPORTPage 3 o f 16

N a m e o f P e r s o n R e p o r t i n gWa lter, Donald E.

Date of R e p o r t07/13/201 I

V . G I F T S . (Include~ those to spouse and dependent children; see pp. 28-31o/fillng instructlon~)N O N E (No reportable gifts.)

SOURCE DESCRIPTIONI.

2.3.

4.

5.

VALUE

V I . L I A B I L I T I E S . a . e lu d e s t h o s e o f s p o . se and dependent c h i ldren; seepp . 32 -33 o f f i l ing ins t ruc tior~)N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION1.

2.

3.

4.5.

VALUECODE


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N a m e o f P e r so n R e p o r t i n gWa lter, Donald E.

D a t e o f R e p o r t07/13/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c ~ m e ~ v a ~ u e ~ t r a n s a c t i ~ n s ( l n c ~ u d e s t h ~ s e ~ f s p ~ u s e a n d d e p e n d ~ n t c h i ~ d r e n ~ s e e p p ~ 3 4 - 6 ~ f ~ i n g i m t r u c t i ~ n s ~[] (No repo r table income , asse ts , orONE transactions.)

A. B. C. D.D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g Gro ss v a lue a t en d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

(I) (2) (I) (2) (I) (2) (3) (4) (5 )Place "(X)" after each asset A m o u n t T y p e ( e . g . , Va lu e V a lu e T y p e ( e . g . , D a t e V a l u e Gain Ident i ty o f

e x e m p t f r o m p r i o r d i s c l o s u r e C o d e 1 div . , r e nt , C o d e 2 M e t h o d b u y, s e l l , m m ! d d / y y C o d e 2 C o d e I b uy er!se l l e r( A - H ) or i n t . ) ( J - P ) C o d e 3 r e d e m p tio n ) ( J- P ) (A - H) (if p r iv a te( Q - W ) t r a n s a c t i o n )

I. See attached description - timber farm rent D R e n t N Q

2. Jefferson Davis Bank & Trust Account A I n t e r e s t K T

3. See attached description B Royalty J V

4. Jefferson Davis Bank Common Stock E Dividend N T

5. See attached description B R e n t K Q6. P i e r r e m o n t O a k s T e n n i s C l u b None J T7. L e f t i n t e n t i o n a l l y b l a n k None8. L e f t i n t e n t i o n a l l y b l a n k None9. L e f t i n t e n t i o n a l l y b l a n k None1 0 . L e f t i n t e n t i o n a l l y b l a n k None1 1 . L e f t i n t e n t i o n a l l y b l a n k None1 2 . Jefferson Davis Bank & Trust Common E Dividend P I TS t o c k1 3 . L e f t i n t e n t i o n a l l y b l a n k None1 4 . O t h e r a s s e ts None1 5 . L e f t i n t e n t i o n a l l y b l a n k None1 6 . L e f t i n t e n t i o n a l l y b l a n k None1 7 . See attached description None J V

S old 12131/10 J(par t)

I . I nc omc G ain C odes : A = $ 1 .000 o r less B = $ 1 .001 - $ 2.50~ C =$2,501 - $5,000 D =$5.001 - $15.000(S c C olu mns B I and D4 ) F = $ 50.001 - $ 1 00,000 G = $ 1 00.001 - $ 1,000.0~ 0 III =$1.000,001 - $5.0~.000 112 =More Ihan $5,0~0.000

2. Value Codts J =$15.000 or less K =$15.0OI - $50.000 L =$50.0~1 - $100.00~ hi =$100.001 - $250.000| S c C o l u m n s C I a n d D 3 ) N = $250.001 - $500.000 O =$ 500.001 - $ 1.000.000 PI =$1.00~.001 - $5.000.000 P2 $5.0~O.001 - $ 25.0~0.000P3 =$25.000.001 - $50.0(~.000 P4 =More than $50.00.0003. Value Method Codes Q =Appraisal R =Cost (Real l .s tale Only) S = A s s e s s in g ! ! T G a s h M a r k c l(Sc C olm nn C 2) U -B o o k Valu e V =Olh er W = Es t imated

E =$15.001 - $50.0~


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N a m e o f P e r s o n R e p o r t i n g\Val ter, Donald E.

D a t e o f R e p o r t07/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - ~ . co m e , v o l u e , ~ . . . . , io . , (Includes those of spouse a n d dependent children; .see p p . 3 4 - 6 0 of filing i n s t r u c t i o n ~ )---] N O N E (No reportable income, assets, or transactions.)

A. B. C. DDescription of Assets Incom e during Gross v a l u e a t e n d Transactions during reporling period

(including trust assets) reporting p~dod o f r e p o r t i n g p e r i o d[ (I) (2 ) (I) (2) (I ) (2) (3) (4) (5 )

P l a c e " ( X ) " a f t e r e a c h a s s e t ; A m o u nt T y p e ( e .g ., Value Value T y p e ( e . g ., D a t e Value G a i n I d e n t i t y o fe x e m p t f rom pr ior d isclosure C o d e l d i v . , r e n t , Code 2 M e t h o d buy, sell, m m / d d ? y y Code 2 C ode I buyer!se ller(A-H) o r i n t . ) ( J - P ) Code 3 ~ - ~ : l e m p t i o n ) ( J - P ) (A-H) ( i f p r i v a t e( Q - W ) t r a n s a c t i o n )

1 8 . See attached description B Royalty J V1 9 . C o a s t a l C l u b C o m m o n Stock None L T

20. L e f t i n t e n t i o n a l l y b l a n k None


22 . Note: Valua t ion Code V-a sse t va lue on None36mth gross prod23 . O t h e r a s s e t s None24 . Exxon Mob iICommon Stock-Morgan B DividendS t a n l e y # 125. L e f t i n t e n t i o n a l l y b l a n k None


27 . L e f t i n t e n t i o n a l l y b l a n k None

28 . Oracle Corp Common Stock-transferred to A DividendMorgan Stanley #229 . L e f t i n t e n t i o n a l l y b l a n k None30 . Bancorp South Account A I n t e r e s t31 . L e f t i n t e n t i o n a l l y b l a n k None32 . Ve r iz on Commu n iCo Common Sto ck - A DividendM o r g a n S t a n le y # 133 . L e f t i n t e n t i o n a l l y b l a n k None34. Left in~entional ly blank None

T

T Sold(part)

T

06/01/10 K

I . I nc ome G ain C odes : A =$1.000 or less B =$1,001 - $ 2 . 5 0 0 C = $2.501 - $ 5 .009 D -$ 5 .001 - $ 1 5 .000(See Co lum n s B 1 an d D4) F = $ 50,001 - $ 100,000 G = $1 00,001 - $1 .000,000 III -$1.000,001 - $5,000.000 112 =More Ihan $5.000.000

2. Value Codes J =$15,0~O or less K =$15.001 - $50.000 L =$50.g)1 - $100.000 ~ , 1 = $ 1 0 0 , 0 0 1 - $ 2 5 0 . 0 0 0(See C olu mn s C I a nd D3 ) N = $2 50 .0 01 - $ 50 0,0 00 O =$ 50 0.00 1 - $1 .0 00.0 00 P I = $1 .0 00 ,0 01 - $ 5.00 0,0 00 P2 =$5.000.001 - $25.000.00~

P3 =$25,000.001 - $ 50.000,000 P4 =More than $50.000.0003. Value /Vle tho d Cod es Q =A pp raisal R ~Cosl (Real Estalc Only) S = Assessm en t T -~S as h M a r k c t

(S ee C oh nnn C 2 ) U = B o o k V al ue V =Olh c r W E s l i m a t cd

E = $ 1 5 . 0 0 1 - $ 5 0 . 0 0 0


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N a m e o f P e r s o n R e p o r t i n g\Val ter, Donald E.

D a t e o f R e p o r l07/13/2011

VII. INVESTM ENTS an d TRU STS - i .... e , ralue, tr ..... ions ( Inc ludes those of spouse and dependent chi ldren; see pp . 34-60 of f i l ing ins t ruc tion~.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g( i nc l ud i ng t rus t asse t s ) re~rting period

~ (I) (2)Place "(X)" after each as se t i A m o u n t T y p e ( e . g . ,

e x e m p t f r o m p r i o r d i s c l o s u r e i Code I d i v , , r e n t ,: (A-H) orint.)

G r o s s va l u e a t endo f r e p o r t i n g p e r i o d

(I) (2)V a l u e Va l u e

C o d e 2 M e t h o d( J - P ) C o d e 3

(0T y p e ( e . g . ,b u y , s e l l ,

r e d e m p t i o n )

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(2) (3) (4} ( 5 )D a t e V a l u e G a i n I d e n t i t y o f

m nd dd !yy C od e 2 C o d e 1 buyer!seller(J-P) ( A - H ) ( i f p r i v a t e

t r a n s a c t i o n )


36 . L e f t i n t e n t i o n a l l y b l a n k N o n e



39 . L e f t i n t e n t i o n a l l y b l a n k None40. L e f t i n t e n t i o n a l l y b l a n k None41. L e f t i n t e n t i o n a l l y b l a n k None42. GE Common Stock-Charles Schwab A Dividend43 . L e f t i n t e n t i o n a l l y b l a n k None

44 . L e f t i n t e n t i o n a l l y b l a n k None45. L e f t i n t e n t i o n a l l y b l a n k None46. L e f t i n t e n t i o n a l l y b l a n k None

!47. L e f t i n t e n t i o n a l l y b l a n k None48 . OtherAssets-Blackrock Global Smal lcap A DividendFund CI A & B - M.S.#14 9. IDEARC Co m m o n St oc k A Dividend50. L e f t i n t e n t i o n a l l y b l a n k None51. L e f t i n t e n t i o n a l l y b l a n k N o n e

K

J

T B uy(add l ) 04/01/10

I . I nc ome G ain C odes : A = $1 ,000 or less B = $ 1 ,001 - $ 2.500 C $2 .501 - $5 ,000 D =$5.0OI - $15.000(S ee C olu mns B 1 and D4) F =$50.001 - $I00.000 G =$ 10 0.00 1 - $1 .0 00.0 00 I I I -$ 1.0 00 .0 01 - $ 5,0 00 .0 00 112 =More than $5.000.000

2. Va lue C o d es J = $ 1 5 .000 o r le ss K $15 .0 OI - $5 0 .0 ~O L = $50.0O I . $ 100.000 M = $1 00.001 - $ 250.0~ )(Sc Co lumn s CI and D3) N =$250.001 - $500.0~O O =$500.001 - $1,000.0OO P I -$ 1 .000,001 - $ 5 .000.000 P 2 = $ 5 . O O O . 0 O I - $ 2 5 , 0 0 0 .0 O O

P3 = $25.000.001 - $ 50.000.000 P 4 -Mo re than $ 50.000.0003. Value Method Codes Q =Appraisal R C os t (R eal Es t a t e O nly ) S -A s s c s s m, .mt T -~?~h F.larkct(S ee C olu mn C 2 ) U B o o k V a l u e V - Olhc r W = E st i m a ted

E =$ 1 5 ,0 0 1 - $ 5 0 .0 0 0


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D a t e o f R e p o r l07/13/2011

VII. I N V E S T M E N T S a n d T R U S T S - i n c o , . e , v a l u e , t ~ a ~ a c t lo , ~ a . c t u d e s t h o s e o f s p o u s o a n d d e p e n d e n , ch i l d r e n ; s e e p p . 3 4 - 6 0 of filing i n s t r u c t i o n ~ . )N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g( i nc l ud i ng t rus t asse t s ) r e p o r t i n g p e r i o d

~ (0 ( 2 )Place "(X)" after each asset A m o u n t T y p e ( e . g . ,

e x e m p t f r o m p r i o r d i s c l o s u r e !i C od e I d iv ., re nt ,( A - H ) or i n t . )

52 . Char l e s S chwab & Co. , Inc . - money marke t N one53 . Left intent ional ly blank None54 . Left intent ional ly blank N one55 . Left intent ional ly blank N one56 . Left intent ional ly blank N one57. Left intentionally blank None

58. Left i n t en t iona l ly blank None5 9 . Left i n t en t iona l ly blank None60. Leave in ten t io n a l ly blank None6 1 . Left intent ional ly blank None6 2. Left i n t en t iona l ly blank None63. Left i n t en t iona l ly blank None6 4. L ef t i n t en t iona l ly b l a n k None65. Left i n t en t iona l ly blank None6 6 . Left i n t en t iona l ly blank None67. Left i n t en t iona l ly blank None

G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o dof r e p o r t in g p e r i o d

(I) (2 ) (1 ) (2) (3) (4) (5 )V a l u e V a l u e T y p e ( e . g ., Da te V a l u e Ga in I d e n t i t y of

C o d e 2 M e th o d b u y, se l l , m m / d d / y y C o d e 2 C o d e I b uy er / se l l e r( J - P ) C o d e 3 r e d e m pt i o n ) (J-P ) (A - H ) ( i f pr iva t e

( Q - W ) t r a n s a c t i o n )

J T

68 . Left intent ional ly blank None

I . I nc ome G ain C odes : A =$1.000 or less B -$1,001 - $2.500 C = $ 2 . 501 - $ 5 , 000 D =$5.001 - $15,000(S ee C olu mns B I and D4 ) F $50 ,001 - $1 00 .000 G =$100.001 . $1.000.000 I I I =$ 1 .0 00 .0 01 - $ 5. 00 0. 00 0 1 12 = Mo re t ha n $5 .0 00 .0 00

2. Value Codes J $15 .0 ~O or l e ss K =$1 5 ,001 - $ 50.000 L = $50.001 - $ 100,000 M =$100.001 o $250.000(S ee C oh mm s C I and D3 ) N :$250.001 - $500,000 O -$500.001 - $1,000,000 PI =$1.000.0~1 - $5.000,000 P2 -$5.000.0OI - $25,000,000

13 =$25.000.~01 - $50,000,000 P4 =More than $50.000,0003. Value Method Codes Q -Appraisal R C os t (R eal Es t a t e O nly ) S = Assessm en t T =:Cash Market

( See Co l um n C21 U Bo o k Va lue V = O l he r W = E st i m a t ed

E =$ 1 5 ,0 0 1 - $ 5 0 .0 0 0


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FINANCIAL DISCLOSURE REPORTPage 8 of 1 6


D a t e o f R e p o r t07/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a l u e , . a .s o c ti o .~ a . c lu d e s ,h o s e o / sp o u s e ~ . d d e p e .d o . 1 children; see p p . 3 4 - 6 0 offillng instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i nc l ud i ng t rus t asse t s )

P l a c e " ( X ) " a f t e r e a c h a s s e texempt from prior disclosure

Income d u r i n g G ro s s v a l u e a t e n dr e p o r t i n g p ~ r i o d o f r e p o r t i n g p e r i o d

(I) (2) (I) (2) (I) (2) (3) (4) (5 )A m o u n t T yp e ( e .g . , V a lu e V a lu e Type (e.g., D a t e V a l u e Gain Ident i ty ofC o d e I d iv . , re n t , C o d e 2 M e th o d b u y, se l l , m m / d d / y y C o d e 2 C o d e I b uy er / se l l e r( A - H ) or i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r iva te

( Q . W ) l r a n s a c t i o n )








76 . See Attached Description A Royalty7 7 . Se e At t ach ed Des c ri p ti on E Royalty



80 . L e f t i n t e n t i o n a l l y b l a n k None8 1 . L e ft i n t en t io n a ll y b la n k None8 2 . Ban co rp Sou th I nc .- Char le s Schwab None83 . L e f t i n t e n t i o n a l l y b l a n k None

84 . G e n e r a l E l e c l r ic A Dividend85 . L e f t i n t e n t i o n a l l y b l a n k None

J VM V

Sold 11/19/10 J A

T S o l d 12/09 /10 J A

I . I nc ome G ain C odes : A = $ 1 ,09 0 o r less B = $ 1 ,001 - $ 2,50~ C = $ 2,501 - $ 5 ,0~0 D =$5.001 - $15,0~1( See Co l um n s B I an d D 4 ) F -$ 50,001 - $ 1 00,000 G =$ 100,001 - $ 1.000.000 I I I =$ 1.00~ ,001 - $5,000.000 1 1 2 = M o r e t h an $ 5

2. Value Codes J =$15 .0 0 0 ~ l es s K =$15.0OI - $50,000 L = $50 .0


9/16



Date of R e p o r t07/13/2011

V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i nc l ud i ng t rus t asse t s )

P l a c e " ( X ) " a f t e r e a c h a s s e texempt from prior disclosure

I n c o m e d u r in gr e p o r t i n g p e r i o d(t) ( 2 )A m o u nt T y p e ( e . g . ,C o d e 1 d i v . , r e n t ,( A - H ) o r i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d(0 (2)Value ValueC o d e 2 M e t h o d

( J - P ) C o d e 3( Q - W )

0)T y p e ( e . g .,b u y , s e l l,r e d e m p t i o n )

(2) (3) (4) (5 )D a t e Value Gain I d e n t i t y o f

m m /d d/ yy C od e 2 C o d e I buyer/seller( J - P ) (A-H) ( i f p r i v a t e


86 . Pfizer Incorpora ted A Div idend87 . Left intent ional ly blank None8 8 . Left intent ional ly blank None89 . L eft in te n tio n ally b lan k None90 . Left intent ional ly blank N one91 . Left intent ional ly blank None92 . Left intent ional ly blank N one93 . F a i rpo in t Comm u nica t ions - Morgan S tan l ey None#194 . Left intent ional ly blank None95 . Left intent ional ly blank None96 . Left intent ional ly blank N one97 . Baxter lnternt l Inc. - t ransferred to Morgan A Di vi de ndStanley #298 . Coca Cola Co m- t rans fe r red t o Morgan A Div idendStanley #299 . Di sne y (Wa l t ) Co Com -t r a ns f e rr e d t o A Div idendM orga n S t a n l e y #21 0 0 . G o l d m a n S a c h s G r o u p I n c A Di vi de nd101. Genera l Mi l l s - tr ans fe r red t o M organ S tane ly A Di vi de nd#2102. L e f t i n t en t iona l ly b l ank None

JJ

KJ

Sold 12/09/10

Sold 12/10/10 J A

T S old 12/10/10 J A(pa ~)T Sold 06/01/10 J A( p a N )

S old 06 /01/10 J AT S old 04/27/10 K BT Sold 06 /01/10 J A(pan)

I . I nc ome G ain C odes : A = $ 1 .00~ or le ss B = $ 1 ,001 - $ 2,500 C -$2,501 - $5,000 D =$5.001 - $15.000(S ee C olu mns B I and D4 ) F = $50,001 - $ 1 00.000 G = $1 00.001 - $1 ,000,000 I II = $1 .0 00 ,0 ~ 1 - $ 5, 0( g) .0 00 1 12 =M or e t ha n $ 5. 00 0. 00 0

2. Value Codes J -$15.0~O or less K =$15.001 - $50.0(~ L =$50.0~1 - $100.000 M =$100.001 - $250.000(S ee C olu mnS C I and D3 ) N -$250.001 - $500.000 O - $ 5 0 ~ 1 . 0 0 1 - $ 1 , 0 ( } 0 . 0 0 0 P I = $ 1, 00 ~ .0 01 - $ 5 .0 ~ 0. 00 0 P 2 = $ 5. 00 0. 00 1 - $2 5. 00 0. 00 0

P3 =$25,000.0OI - $50.090.000 P4 =More than $50.0~0.0003. Value Mclhod Codes Q =Appraisal R =(?ost (Real Estale On ly) S = Assessm en t T =Cash Markc~(S ee C olu mn C 2 ) U -B ook Valu e V -O ~hcr W -Es t imated

E = $ 1 5 , 0 0 1 - $ 5 0 .0 0 0


10/16

FINANCIAL DISCLOSURE REPORTP a g e 1 0 o f 1 6


D a t e o f R e p o r t07/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i .c o m . , v o t . e , ~ a n ~ a a i o . ~ a . a . ~ e s ,h o ~ o l sp o ~ s , o . d ~ p . ~ e ~ t ~ h U d . ~ ; s e e p p . 3 4 - 6 0 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C. D .D e s c r i p t io n o f A s s e t s I n c o m e d u r in g G r o s s v a l u e a t e n d T r a n s a c t io n s d u r i n g r e p o r t in g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) r e p o r l i n g p e r i o d o f r e p o r t i n g p e r i o d

[ O) (2) (i) (2) (0 (2) (3) (4) ( 5 )P l a c e " ( X ) " a f t e r e a c h a s s e t Am oun t Type ( g ., Value Value T y p e ( e . g ., D a l e Value G a i n I d e n t i t y o fe x e m p t f r o m p r i o r d i s c l o s u r e C o d e I d i v . , r e n t , C o d e 2 M e t h o d b u y , s e l l, r n m l d d / y y C o d e 2 C o d e 1 b u y e r / s e l l e r

(A-H) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e( Q - W ) t r a n s a c t i o n )

103. McDona lds Corp- t rans fe r red t o Morgan A Div idend J T So ld 06 /01 /1 0 J AStanley #2 (par t)104. L e f t i n t en t iona l ly b l ank N one105 . P roc tor & Gamble Co- t rans fe r red t o Morgan A Di vi de nd J T S old 06 /01/10 J A

Stanley #2 (par t)1 0 6 . G e n e r a l E l e c t r ic N one S old 12/31/10 J A107 . L e f t i n t en t iona l ly b l ank None108. The New Cen tu ry ,L L C A Dist r ibut ion J V1 0 9 . M o r g a n K e e g a n C a s h A c c t None Cl ose d 12/31/10 J110 . In t e re s t i n Nib le t t I r r i ga t i on Inc None J VI 11 . R . S . Note None J V1 1 2 . J e ff e r s o n D a v i s B a n k A c c o u n t N one N T113 . GenMar i t ime Corp- Char l e s S chwab A D iv id en d So ld 11/12/10 J A1 1 4 . P a l o m a r M e d T e c h - C h a r l e s S c h w a b N one S old 03/30/10 J A115 . S pec t ra Ene rgy Corp- Char l e s S chwab A Div idend J T116 . Morgan S tan l ey Bank #1 A Interest J T117 . L e f t i n t en t iona l ly b l ank N one1 1 8 . M o r g a n S t a n l e y #2 - B a n k A Interest J T O pen 05/26/10 K119 . Morgan S tan l ey #2-Adv anced A u to P a r t s A Di vi de nd J T B uy 06 /01/10 J

I . I nc ome G ain C odes : A = $ 1 .000 o r less B = $1 ,001 - $ 2 , 5 0 0 C =$2.501 - $ 5 , 0 0 0 D =$5.001 - $15.000(S ee C olu mns B I and D4 ) F = $50.001 - $ 1 00,000 G = $1 00.001 - $1 .000.000 111 =$1.000,001 - $5.000.000 112 = More than $5.000.000

2. Value C~xJ,-s J =$15,000 of less K = $1 5.0O I - $ 50,000 L = $50,001 - $ 100.000 M = $ 100.001 - $250.0001S ee C olu mns C I and D3 ) N -$25 0.001 - $500.01X ) O =$5 00.001 - $1 .000.000 P I = $ 1, 00 0. 0~ 1 - $ 5 .0 00 ,0 00 P 2 = $ 5. 00 0. 00 1 - $2 5. 00 0. 00 0

P3 =$25.000.001 - $ 50.000,000 P4 =More than $50.000.0003 . Valu e M eth od C od~ Q =Appraisal R C os ! (R eal Es ! a t e Only ) S = Assessm en t T ~ a s h b 4 a r k c t(S ee C oh tmn C 2 ) U = B o o k V al ue V = O l hcr W = E sl i m a ted

V =$15,001 -$50.000


11/16



D a t e o f R e p o r ~07/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions ( Includes those o f spouse and dependent children: see pp . 34-60 of f i l ing instructions .)[] (No reportable asse ts , orO NE income, t ransact ions .)

Description of Assels Income dur ing Gross value a l end(including trust asselS) r e po rt i n g p er i o d o f r e po rt i n g p er i o d

I I ( 1 ) ( 2 )P l a c e " I X ) " a f t e r ~ a c h a s s e t I A m o u n t T y p e ( e . g . , Value Value T y p e ( e . g .,exempt from prior disclosure [ Code I d i v . , r e n t , Code 2 M e t ho d buy, sell,

12 0 . M or gan S t an l ey # 2 - A l t r i a Gr ou p I nc .

1 2 1 . M or gan S t an l ey # 2 - Am er i can E l ec Pow erC O

12 2 . M or gan S t an l ey # 2 -App l e I nc .

12 3 . M or gan S t an l ey # 2 -AT & T

12 4 . M or gan S t an l ey # 2 -B ank o f N Y M el l on

1 2 5 . M o r g a n S t a n l e y #2 - B e r k s h ir o H a t h a w a y C IB

12 6 . M or gan S t an l ey # 2 -C h ev r on C or p

1 27 . A l c o a - Cha r l e s S c hwa b1 2 8 . M o r g a n S t a n l e y # 2 - C V S C a r e m a r k C o r p

129. M or gan S t an l ey # 2 -D r Peppe r Snapp l eG r o u p13 0 . M or gan S t an l ey # 2 -Eb ay I nc

13 I . M or gan S t an l ey # 2 -Gene r ga l E l ce

13 2 . M or gan S t an l ey # 2 -Hom e D epo t I nc .

1 3 3 . M o r g a n S t a n l e y #2 - 1 n t e l C o r p

13 4 . M or gan S t an l ey # 2 - I Sh a r e S i l v e r T r u s t

1 3 5 .

13 6 . M or gan S t an l ey # 2 -Joh ns on & J oh ns on

Transactions during reporting period(2) (3) (4) (5 )

Dale Value Gain I d e n t i t y o fm m /dd/yy Code 2 C o de I buyer!se ller

( J - P ) (A-H) ( i f p r i v a t et r a n s a c t i o n )

(A-H) o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n )I ~ O - ~

A D i v i dend J T B uy 06/01/10 J

A D i v i dend J T B u y 06/01/10 J

No n e J T B uy 06/01/10 J



No n e J T B uy 06/01/10 J

A D i v i dend J T B u y 06/01 /10 J

No n e J T B uy I 1 /19 /10 J

A D i v i dend J T B uy 06 /01 /1 0 J

None J T B uy 10/08/10 J

No n e J T B uy 10/08/10 J

A D i v i dend J T B u y 06/01/10 J



No n e J T B uy 10/08 /10 J

S o l d 12/31/10 J(par0

A D i v i dend J T B u y 06 /01 /1 0 J

I . I nc ome G ain C odes : A = $ 1 ,00~ or le ss B = $1 .001 - $2.500 C = $2.501 - $ 5 .000 D -$ 5 .001 - $ 1 5 .000(S ee C olu mns B I and D4 ) F =$50,001 - $109.000 G ~$100.001 . $1.090,000 III -$1.000.091 - $5.000.0~0 1 1 2 = M o r e ~ h a n $ 5 . 0 0 0 . 0 0 0

2. Va lue C o d es J = $ 1 5 .000 o r le ss K = $ 1 5 , 0 0 1 - $ 5 0 . 0 ~ ) O L =$50.0~1 - $1 00.000 /,t -$ 1 00.0~ 1 - $250.0(~(S ee C olu mns C l and D3 ) N $250,0~1 - $50~.0~O O-$500.0~1 - $1,000.00~ P l - $ 1. 00 0. 00 1 - $ 5 .O 0 0. 00 0 P 2 $ 5 .0 O O. 0O I - $ 25 .0 00 .0 00

P3 =$25.0~0.0~1 - $50.090.000 P4 =More than $50.0~0.0003. Value Method Codes Q =Appraisal R -~Sost IRca l Eslale Only) S = A s s .c s s m ~ " n l T - Ca sh Ma rke t( See Co l um n C21 U = B o o k V al ue V = O t he r W - Esf ima le d

E = $ 1 5 . 0 0 1 - $ 5 0 . 0 0 0


12/16


N a m e o f P e r s on R e p o r t i n gW a l t e r , D o n a l d E .

D a t e o f R e p o r t07/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i . c o ~ , e , v o l u e , , r a . ~ u . io , ~ (lncludes those of spouse and dependent children; see pp. 34-60 0f filing instructlons.)D (No reportable assets, orO NE income, transactions.)

A. 8. C. D .D e s c r i p t io n o f A s s e t s I n c o m e du r in g G ro ss v a lu e a t e n d T r a n s a c t io n s d u r i n g r e p o r t in g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) r e p o rt i n g p er i o d o f r e p o rt i n g p e r i o d

: (I) (2) (I) (2) (I ) (2) (3)P l a c e " ( X ) " a f t e r e a c h a s s e t ) A m o u n t T y p e ( e . g ., Value V a l u e T y p ~ ( e .g . , D a t e Valuee x e m p t f r o m p r i o r d i s c lo s u r e : ! C o d e I d i e . , r e n t , C o d e 2 M e t h o d b u y , s e l l , m m / d d / y y C od e 2i (A-tl) or i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P )~ ( Q - W )1 3 7 . M o r g a n S t a n l e y # 2 - K e l lo g g C o . A Di vi de nd J T B uy 06101/10 J138. Morgan S tan l ey #2- Kimber ly Cla rk Corp A Di vi de nd J T Bu y 0 6/0 1 /10 J13 9 . M orga n S t a n l e y #2 -M i c roso f t Corp A Di vi de nd J T B uy 0 6/0 1 /10 J140. Morgan S tan l ey #2- Nabors Indu s t r i e s None J T B uy 0 6/0 1 /10 J14 1 . M orga n S t a n l e y #2 -N or th e rn T rus t C o A Di vi de nd J T Bu y 0 6/0 1 /10 J142. Morgan S tan l ey #2- P e t ro l eo Bras S a A ds A Di vi de nd J T Bu y 06 /01/10 J143. Morgan S tan l ey #2- P f i ze r Inc . A Di vi de nd J T B uy 10108/10 J14 4 . M orga n S t a n l e y #2 -Ph i l ip M o r r i s I n t l A Di vi de nd J T B uy 0 6/0 1 /10 J1 4 5 . M o r g a n S t a n le y # 2 - S c h l u m b e r g e r A Di vi de nd J T B uy 06 /01/10 J146 . Morgan S tan l ey #2- Tex t ron inc . A Di vi de nd J T Bu y 0 6/0 1 /10 J147 . Morgan S tan l ey #2- Time Wamer Inc . A Di vi de nd J T B uy 0 6/0 1 /10 J148. Morga n S tan l ey #2- U ni ted P a rce l S e rv i ce None J T B uy 12/01/10 J1 4 9 . Morgan Stanley #2- Uni ted Sta tes Natura l A Distr ibution J T Bu y 0 6/0 1 /10 JG a s Fund150 . Morgan S tan l ey #2- Vangu ard E mrg M kt A Di vi de nd J T Bu y 0 6/0 1 /10 J1 5 1 . M orga n S t a n l e y #2 - Ve r i z on A Di vi de nd J T Bu y 0 6/0 1 /10 JC o m m u n i c a t i o n s152 . Morgan S tan l ey #2- Walm ar t S tore s Inc . A Di vi de nd J T Bu y 0 6/0 1 /10 J1 5 3 . M orga n S t a n l e y #2 - W e a t h e r fo rd N one J T Bu y 06/01110 JInternat ional

(4) (5 )Gain I d e n t i t y o f

C o d e I buyer/seller(A-H) ( i f p r i v a t et r a n s a c t i o n )

I. lncom e G ain C odes: A :$1 .000 or less B $1 ,0 0 1 - $2 .5 0 0 C = $ 2.501 - $5 ,000 D = $ 5,001 - $1 5.000( See Co l um n s B I an d D 4 ) F = $ 5 0 . 0 0 1 o $ 1 0 0 . 0 0 0 G = $ 1 0 0 . 0 0 1 - $ 1 . 0 0 0 . 0 0 0 I I I = $ 1 , 0 0 0 ,0 0 1 o $ 5 . 0 0 0 . 0 0 0 1 1 2 = M o r e th a n $ 5 , 0 0 0 . 0 0 0

2. Value Codes J -$ I S.000 or I,:ss K $15.001 - $50.000 L = $ 50.0O I . $ 100.000 M = $1 00.001 - $ 250.000(S ee C olu mns C I and D3 1 N =S250,001 - $500,000 O $5 00,001 - $1,000,000 P I = $1 .000.001 - $5 .000.000 P2 =$ 5.000.001 - $25.000.00~

P3 =$25.000.001 - $5 0.000.000 P 4 = / , lo r e t h a n $ 5 0 . 0 ~ O . 0 0 03. Value Method Codes Q =Appraisal R =Cosl I R eal Estate Only) S = A s s c s s n v . :n t T =C as h M ar k et{ S c C oh lmn C 2 ) U =B ook Valu e V -OI h o- W = E st i m a l cd

E = $ 1 5 , 0 O l - $50.000


13/16



D a t e o f R e p o r t07/13/2011

V I I. IN V E S T M E N T S a n d T R U S T S - i , ,c o ,, ,, , r o t, ,, , t r a , ~ a c , l o ~ ( Inc lud es tho se o f sp o use and d ep end ent ch i ld ren; s ee p p . 34-60 o f f i l ing ins t ruc t io m .)N O N E (No reportable income, assets, or transactions.)

Description of Assets Income dur ing(including trust assets) r e p o r t i n g p e r i o d

i (I) (2)P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e . g . ,

exempt from prior disclosure i Code I d i v . , r e n t ,[ (A-H) or i n t . )

Gross value a t endof reporting period(1) (2)

Value ValueCode 2 M e t ho d

( J - P ) Code 3( Q - W )

(1 )T y p ~ ( e . g. ,

buy, sell,r e d e m p t i o n )


( 2 ) ( 3 ) ( 4 ) (5)D a t e V a l u e G a i n I d e n t i t y o f

m m/dd/yy C ode 2 C o de I buyer/seller( J - P ) (A-H) ( i f p r i v a t e


1 5 4 .

1 5 5 .

1 5 6 .1 5 7 .

1 5 8 .1 5 9 .

1 6 0 .

1 6 1 .

M or gan S t an l ey # 2 - Wel l s Fa r go & C o A D i v i dend J B uy 0 6 / 0 1 1 1 0 JM or gan S t an l ey # 2 - J anu s O v e r s ea s A D i v i dend J B u y 06/01110 J

Morgan S tan l ey #2- L aza rd Emerg ing MktsO penMorgan Stanley #2- MFS Divers ifiedI n c o m eM o r g a n S t a n l e y #2 - Te m p l e t o n B r i c A

AAA

Dividend

Dividend

Dividend

J

J

J

T

T

T

B uy 06 /01/10B uy 11/09/10B uy 06 /01/10

J

J

J

Morgan Stanley #2- Vir tus Al ternDiversi f ie r AM orga n S t a n l e y #2 - I sh a re s M SCI S t hK ore a

AA

D i v i dend

Di v i d e n d ,

B uy 06 /01/10B uy 06 /01/10

J

J

S o l d 11/23/10 J A

16 2 . Morgan S tan l ey #2- S P DR Gold Tr Go ld S hs1 6 3 .

N one B uy 06/01 /10 JS o l d 10/08/ I0 J A

1 6 4 . Morgan Stanley #2- Bristol Myers SquibbC o Di vi de nd B uy 06/01/10 J1 6 5 . S o l d 10/08/10 J A

16 6 . Morgan S tane ly #3- 1s ha res S i lv e r Tru s t16 7 . Morgan S tan l ey #3- Am er Cent H er i t age16 8. Morgan S tan l ey #3- H ar tford Cap Apprec A16 9 . Morgan S tan l ey #3- Janu s Ov ers eas17 0 . M orga n S t a n l e y #3 - M FS M a ss Inv T rus t

NoneNoneNone

A Div idendA Di vi de nd

J

J

J

J

J

T

T

T

T

T

B uy 10/08 /10 J

B u y 06/01/10 J

B u y 06/01/10 J

B u y 06/01/10 J

B uy 06/01/10 J

I. Income Gain Codes: A -$ 1 .000 or less B -$1 ,001 - $2,500 C = $ 2 . 501 - $ 5 . 000 D =$5.001 - $15,000(S ee C olu mns B I and D4 ) F =$50,001 - $ 100.000 G -$ I00.001 - $1.000.000 I I I = $ 1 . 0 O O . 0 0 1 - $ 5 . 0 0 0 . 0 0 0 112 =More than $5.000.000

2. Va lue Co d c~ J =$15 .000 or Ic-ss K = $1 5.001 - $ 50.000 L =$50.1)01 - $ 100.000 M = $ 10O .00i - $250.000(S,:e Co lum ns C I an d D3) N $ 25 0.001 - $ 500.000 O $5 00.001 - $ 1 .000.000 P I = $ 1. 00 0. 00 1 - $5 ,0 00 .0 00 P 2 = $ 5. 00 0. 00 1 - $2 5. 00 0. 00 0

P 3 = $25.000.001 - $50.000.000 P4 = More than $50.000.0003. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S = Assessm en t Y ~h Market(S ee C olu mn C 2 ) U = B o o k V al ue V =Olh er W = E st i m a t ed

E =$ 1 5 ,0 ~ 1 - $ 5 0 .0 0 0


14/16


~ / a m e o f P e r s o n R e p o r t in gWa lter, Donald E.

D a t e o f R e p o r t07/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i.co ..... tu,. transaaions ( l .c tmtes those o/ spouse an,t , tepen,tent children: see pp. 34-60 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g(including t r u s t a s s e t s ) repor t i ng per i od

i (I) (2)Place "(X)" after each asset i A m o u n t T y p e ( e . g . ,

. exempt fromprior disclosure " Code I d i v . , r e n t ,(A-tl) or i nt . )

G r o s s value at endo f r e p o r t i n g p e r i o d

(I) (2)V a l u e V a l u eC o d e 2 M e t h o d

( J - P ) C o d e 3( Q - W )

(1)T y p e ( e . g . ,

b uy , se l l ,r e d e m p l i o n )


( 2 ) (3) (4) (5 )D a t e V a l u e G a i n I d e n t i t y o f

m m !dd ~y C ode 2 C o de I buye r/se ller( J - P ) (A-H) ( i f p r i v a t e


171. Morgan Stanley #3-MFS Muni Lid M aturity

172. Morgan Stanley #3-Nuveen Lid Trm Muni

173. Mo rgan Stanley #3- Pimco Total Return A

174. Morgan Stanley #3- Templeton G lobal Bd

1 7 5 . Mo rgan Stanley #3- Virtus AlternD i v e r s i f i e r1 7 6 . Mo rgan Stanley #3- Virtus Multi Sect ShtT rm1 7 7 . Mor gan Stanley #3- Wel ls Fargo Sht T rm

M u n i178. Morgan Stanley #3-bank

A I n t e r e s tA Dividend

A Dividend

A DividendA DividendA DividendA DividendA I n t e r e s t

J

J

J

J

J

J

J

J

T

T

T

T

T

T

T

T

B uy

B uy

B uy

B uy

B uy

B uy

B uy

O p e n

06/01110 J

06/01110 J

06/01/10 J06/01/10 : J06/01/10 J06/01/10 J06/01/10 J05/26/10 K

I . Incom e Gain C odes: A =$I.000 or less B = $ 1 ,001 - $ 2.500 C = $ 2,501 - $ 5 ,000 D = $5 .001 - $ 15 ,000(S ee C olu mns B I and D4 ) F =$50,001 - $100,000 G =$100.001 - $1.000.000 I t l =$1.000,001 - $ 5.000.000 112 =More than $5.000.000

2. Value Codes J =$15.000 or I,~ss K = $ 1 5 . 0 0 1 - $ 5 0 . 1 3 0 0 L = $50.001 - $ 100.000 M = $ 100.001 - $250.000(Se e Co lumn s CI and D3) N =$250,001 - $500,000 O -$500.001 - $ 1.000.000 PI -$1.000,001 - $5.0~ 0,000 P2 :$5.000.001 . $25,000,000

P3 =$25.000.001 - $ 50.000,000 P4 =More than $50,000,0003. Value Melhod Codes Q =Appraisal R =Cost (Real Estate Only) S =A s s es s ment T :=Cash Market(S ee C olu mn C 2 ) U = B o o k V al ue V =Other W = E st i m a t ed

E = $ 1 5 . 0 0 1 - $ 5 0 .0 0 0


15/16


N a m e o f P e r so n R e p o r t in gW a l t e r , D o n a l d E .

D a t e o f R e p o r t07/13/201 I

VIII. ADDITIONAL INFORM ATION OR EXPLANATIONS.#1, U ndev e loped l and ou t s ide of W ay nes boro , Way ne Cou nty , Mis s is s ipp i , and L ou i s i ana fa rmlands l oca t ed i n J e f fe r s on P a r i s h , L ou i s i ana . Appra i s a l t aken a s o fOc t ob e r 15 , 2 0 0 8 .#5 , An u ndiv ided in t e re s t i n rea l e s t a te l oca t ed i n J ennings , L ou i s i ana . Was s hown as s o ld i n 2008 in e r ror . Th i s i nv es tmen t cons i s t ed of two bu i ld ings , on ly 1 wass o ld i n 2008. The 2008 repor t s hou ld hav e s hown a v a lu e for t he bu i ld ing tha t was s t il l owned.#3 , Working in t e re s t - Hanna #1 G ra f ton , B lackb i rd and The lma Mo rr i s - L eon , H ou s ton an d o the r cou nt i e s i n Tex as i ncome pa id by P a lmer P rodu c t ion ,lnc . V a lu t a ion bas ed on 3 t imes the cu r ren t y ea r i ncome .#17 , Ro y a l ty in t e re st i n J e f f Dav i s and V erm i l l ion P a r i s hes , L ou i s iana - P rod u c t ion incom e pa id by H i l l corp Ene rgy . Valu a t ion bas ed on 3 t imes the cu r ren t y ea ri n c o m e .# 18 , W orking in t e re s t - A labama F e r ry U ni ts i n L eon , H ou s ton and o the r cou nt i e s i n Tex as i ncome pa id by H i l lcorp Corpo ra t ion . Va lu a t ion bas ed on 3 t imes thecu r ren t y ea r incom e .#36, Merrill Lynch Banking-transfers throughout the year to ML Bank Deposit Program.#76 , Roy a l ty In t e re s t - H anna # I Gra f lon , B lackb i rd and T he lma Mo rr i s - L eon , H ou s ton and o the r cou nt i e s i n Tex as i ncome pa id by P a lm er P rodu c t ion , Inc .V a lu a t ion bas ed on 3 t imes the cu r ren t y ea r i ncom e .#77 , Roy a l ty In te re s t - J e f f Dav i s and V erm i l l ion P a r i s hes , L ou i s iana . P rodu c t ion income pa id by Tex as P e t ro l eu m. V a lu a t ion bas ed on 3 t ime s the cu r ren t y ea ri n c o m e .

#108, V a lu e u s ed in s u ces s ion DOD 7/9/2007.#110 , V a lu e u s ed in s u ces s io DOD 7/9/2007.#11 I , Va l ue use d i n suc e ss i on~ DOD 7/9/2007.


16/16

FINANCIAL DISCLOSURE REPORTP a g e 1 6 o f 1 6

Name o f Pe rson R eport ingW a l t e r , D o n a l d E .

Date of Repor t07/13/2011

IX. C ERTIFICATION.I c e r t i fy t ha t a l l i n fo rm a t i o n g i v e n a bo v e ( i n c l u d i n g i n fo rm a t i o n p e r t a i n i n g t o m y sp o u se a n d m i n o r o r d e p e n d e n t c h i l d r e n , i f a n y ) i s

a c c u r a t e , t ru e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f, a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d b e c a u s e i t m e t a p p l i c a b l e s t a tu t o r yp ro v i s i o n s p e rm i t t i n g n o n - d l sc l o su re .I f u r t h e r c e rt i f y t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f t s w h i c h h a v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i th t h e p r o v i s io n s o f 5 U . S . C . a p p . 5 0 1 e t . s e q . , 5 U . S . C . 7 3 5 3 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t i o n s .

Signature: S/Donald E. Walter

N O T E : A N Y I N D I VI D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F IE S O R F A L L S T O F I L E T H IS R E P O R T M A Y B E S U B J E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

C o m m i tt e e o n F i n a n c i a l D i s c l o s u r eA d m i n i st r a ti v e O f f ic e o f t h e U n i t e d S t a t e s C o u r t sS u i t e 2 - 3 0 1One Columbus Circle, N.E.W a s h i n g t o n , D . C . 2 0 5 4 4

donald e walter financial disclosure report for 2010

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