You are on page 1of 11

AO 10 Rev.

1/2011

FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2010


2. Court or Organization USDC/MSSD 5a. Report Type (check appropriate t)~e) L_] Nomination, [] Initial Date [] Annual [] Final

Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app..~.~ 101-111)

I. Person Reporting (last name, first, middle initial) Gex Ill, Walter J.
4. Title (Article III judges indicate active or senior status; magistrate judges indicate full- or part-time)

3. Date of Report 5/13/2011 6. Reporting Period 01/01/2010 to 12/31/2010

United States Senior District Judge

5b. [] Amended Report


7. Chambers or Office Address

2012 15th St. Suite 572 Gulfport, MS 39501

8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, In my opinion, in compliance with applicable laws and regulations. Revie~Jng Officer Date

IMPORTANT NOTES: The instructions accompanying this form must be followecL Complete all parts,
checking the NONE box for each part where you have no reportable information. Sign on last page.

I. POSITIONS. (Reporting individual only; see pp. 9-13 of filing instructions.)


~ NONE (No reportable positions.)
POSITION

NAME OF ORGANIZATION/ENTITY

2. 3. 4. 5.

I1. AGREEMENTS. (Reporting individual only; see pp. 14-16 of filing instructions.)
NONE (No reportable agreements.) DATE
I. 2. 3.

PARTIES AND TERMS

Gex III, Walter J.

FINANCIAL DISCLOSURE REPORT Page 2 of 11

Name of Person Reporting Gex Ill, Walter J.

Date of Report 5/13/2011

11I. NON-INVESTMENT INCOME. mepo.i.g i.divid..ia.d spouse~ see pp. i7-24 of filing instructions.)
A. Filers Non-Investment Income ~ NONE (No reportable non-investment income.) DATE SOURCE AND TYPE INCOME
(yours. not spouses)

2. 3. 4.

B. Spouses Non-lnvestment Income - if you were married during any portion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)

~-~

NONE (No reportable non-investment income.) DATE SOURCE AND TYPE


United States Courts/Salary

I. 2010 2. 3. 4.

IV. REIMBURSEMENTS --transportation, lodging, food, entertainment.


(Includes those to spouse aod dependent children; see pp. 25-27 of filing instructions.)

NONE (No reportable reimbursements.)

SOURCE
I. 2. 3. 4. 5.

DATES

LOCATION

PURPOSE

ITEMS PAID OR PROVIDED

PageFINANCIAL3 of 11 DISCLOSURE REPORT

IGex

Name of Person Reporting

Date of Report 5/13/201 I

I
~
I. 2. 3. 4. 5.

lll, WalterJ.

V. GI FTS. ancl.,us ,hose,o sro.so ..d de, enden, children; see pp. 28-31 of filing instructions.)
NONE (No reportable gifts.)
SOURCE DESCRIPTION VALUE

VI. LIABILITIES. anaudes those olspo~so ~n,~ d~p~nd~nt children; see pp. 32-33 of filing instructions.)

~
I. 2. 3. 4. 5.

NONE (No reportable liabilities.)


CREDITOR Whitney National Bank Visa account

DESCRIPTION

VALUECODE J

FINANCIAL DISCLOSURE REPORT Page 4 of 11

Name of Person Reporting Gex 111, Walter J.

Date of Report 5/13/2011

VII. INVESTMENTS and TRUSTS - income, ralue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions)
NONE (No reportable income, assets, or transactions.)
A, [3.

Description of Assels (including trust assets) Place "IX)" after each asset exempt from prior disclosure

Income during reporting period O) Amount Code I (A-H) (2) Type (e.g., div., rent, or int.)

Gross value at end of reporting period (t) (2) Value Value Method Code 2 (J-P) Code 3 (Q-W) K K K K K K K K K K K K O K K K J W W W W W W W W W W W W W W W W W

Transactions during rep~ing period


(]) Type (e.g., buy, sell, redemption)

(~) (3) (4) Date Value Gain mmldd/yy Code 2 Code I


(J-P) (A-H)

Identity of buyer/seller (if private transaction)

Parcel 7, Jackson Co., MS 9.1435% of I/5 interest 2. 3. 4. 5. 6. 7. 8. 9. 10. Parecl 8, Jackson Co., MS 9.1435% of 1/5 interest Paracel 4, Hancock Co., MS 33.33% interest Parcel 5, Hancock Co., MS 33.33 % interest Parcel 6, Hancock Co., MS 33.33% interest Parcel 7, Hancock Co., MS 33.33% interest Parcel 8, Hancock Co., MS 33.33% interest Parcel 9, Hancock Co., MS 33.33% interest Parcel 10, Hancock Co., MS 33.33 % interest Parcel 12, Hancock Co., MS 33.33% interest A

None None None None None None None None None Rent Rent Rent None None None None A Royalty

I 1. Parcel 13, Hancock Co., MS 33.33% interest A 12. Parcel 14, Hancock Co., MS 33.33% interest A 13. 14. 15. 16. 17. Parcel 15, Hancock Co., MS 33.33% interest Parcel 16, Hancock Co., MS 33.33% interest Parcel 17, Hancock Co., MS 25% interest Parcel 18, Hancock Co.,, MS 25% interest Adams Co., MS .29250% mineral interest

I. Income Gain Codes: (See Columns B I and D4 ) 2. Value Codcs (See Columns C I and D3) .L Value Method Codes ISce Column C2)

A =$1,000 or less F =$ 50,0~ I - $ 100.000 J =$15,0~O or less N =$250.001 - $500.0~0 Q =Appraisal U =Book Value

B =$1,001 - S2,500 G =$ I 0~.0~) I - $ 1,00~.000 K = $15.001 - $ 50.1)00 O = $500.001 - $ 1.0~0.0~0 R =Cost IRcal Estate Only) V =Other

C :$2,501 - $5,000 H I =$ 1,0~0,0~ I - $5,0~0,000 L =550,001 - $ 100.000 P 1 =$ 1,000,001 - $5,00~,090 S =Assessment W =Estimalcd

D =55.001 - 515,000 H2 =More than $5,0OO.0~O M =5100,001 - $250.0~1 P2 = $5,1X~O,001 - $25.1X)0.0~0 l" =Cash Market

E =SI 5.0OI - $50,000

FINANCIAL DISCLOSURE REPORT Page 5 of 11

Name of Person Reporting Gex III, Walter J.

Date of Report 5/13/2011

VI I. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34.60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets Income during

(including trust assets) Place "(X)" after each asset exempt from prior disclosure

reporting period (~) (2) Amount Type (e.g., Code I div., rent, (A-H) or int.)

Gross value at end of reporting period (l) (2) Value Value Code 2 Method
(J-P) Code 3

Transactions during repotaing period

Type (e.g.,
buy, sell,

redemption)

(2) (3) Date Value mm/dd/yy Code2 (J-P)

(4) Gain Code 1 (A-H)

(Q-W) 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. Parcel I, Forrest Co., MS - less than 5% mineral interest Parcel 2, Forrest Co., MS - less than 5% mineral interest Parcel 3, Forrest Co., MS - less than 5% mineral interest Parcel 4, Forrest Co., MS - less than 5% mineral interest Parcel I, George Co., MS - less than 5% mineral interest Parcel 2, George Co., MS - less than 5% mineral interest Parcel 3, George Co., MS - less than 5% mineral interest Parcel 4, George Co., MS - less than 5% mineral interest Parcel 5, George Co., MS - less than 5% mineral interest Parcel 6, George Co., MS - less than 5% mineral interest Parcel 7, George Co., MS - less than 5% mineral interest Parcel I, Greene Co., MS 9.1435% mineral interest Parcel 2, Greene Co., MS 9.1435% mineral interest None None None None None None None None None None None None None None None A A Royalty Royalty J J J J J J J J J J J J J J J J W W W W W W W W W W W W W W W W W

(5) Identity of buyer/seller (if private Wansaction)

Parcel 3, Greene Co., MS 9.1435% mineral interest


Parcel 4, Greene Co., MS 9.1435% mineral interest Parcel I, Hancock Co., MS 25% mineral interest Parcel 2, Hancock Co., MS 25% mineral interest

I. Income Gain Codes: (S~ze Colunms BI and D4) 2. Value Codes (See Columns CI and D31 3. Value Method Codes (See Column C2)

A =$1.000 or less F 550.001 - 5100.000 J =515.000 or less N $250.001 - 5500,000 P3 $25.000.001 - $ 50,000.000 Q =Appraisal U =Book Value

B =$1,001 * 52,500 G =5100,001 - 51,000,000 K =515,001 - 550.000 O =$ 500.001 - $1,000,000 R =Cost (Real Estate Only) V =Other

C =$2,501 - $5,000 HI =$1,000.001 * $5,000.000 L =550,001 - $100.000 P I =$1.000,001 " $5,000,000 p4 =More than $50,000,000 S =Au~ssmcnt W =Eslim;Jlcd

D =55.001 - 515,000 H2 =More than 55,000,000 M =5100,001 - $250,000 P2 =$ 5,000,001 " $25,000.0~O T =Cash Market

E =515.001 - 550,000

FINANCIAL DISCLOSURE REPORT Page 6 of 11

Name of Person Reporting Gex !!1, Walter&

Date of Report 5113/2011

V II. INV ES TMENTS and TRUSTS -income, ,alue, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
--] NONE (No reportable income, assets, or transactions.)
Description of Assets Income during

(including trust assets) Place "(X)" after each asset exempt from prior disclosure

reporting period (2) 0) Amount Type (e.g., Code I div., rent, (A-H) or int.)

Gross value at end of reporting period


(1) (2)

Transactions during reporting period O) Type (e.g., buy, sell, redemption)


(2) (3) (4) Date Value Gain mm/dd/yy Code 2 Code I (J-P) (A-H)

Value Code 2
(J-P)

Value Method
Code 3

(Q-W) 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. Parcel 3, Hancock Co., MS 25% mineral interest Parcel 4, Hancock Co., MS 25% mineral interest Parcel 5, Hancock Co., MS 25% mineral interest Parcel 6, Hancock Co., MS 25% mineral interest Parcel 7, Hancock Co., MS 25% mineral interest Parcel 8, Hancock Co., MS 25% mineral interest Parcel 9, Hancock Co., MS 25% mineral interest Parcel 10, Hancock Co., MS 25% mineral interest Parcel I, Harrison Co., MS 9.1435% mineral interest Parcel 2, Harrison Co., MS 9.1435% mineral interest Parcel I, Jackson Co., MS 9.1435% mineral interest Parcel 2, Jackson Co., MS 9.1435% mineral interest Parcel 3, Jackson Co., MS 9.1435% mineral interest Parcel 4, Jackson Co., MS 9.1435% mineral interest Parcel 5, Jackson Co., MS 9.1435% mineral interest
Parcel 6, Jackson Co., MS 9.1435% mineral interest

Identity of buyer/seller (if private transaction)

A A A A A A A A

Royalty Royalty Royalty Royalty Royalty Royalty Royalty Royalty None None None None
None

W w

W W W
W

W W
W

W W W w W W
W

None None None


None

Parcel 7, Jackson Co., MS 9.1435% mineral interest

I. Income Gain Codes: (See Columns B I and [M) 2. Value Codes {Sce Columns C I and D3) 3. Value Method Codes (See Column C2)

A =$ 1,000 or less F =$50.001 - $10~,000 J =$15,000 or less N =$250.0(11 - $500,000 P3 =$25.000.0~1 - $50.0~0.009 Q =Appraisal U =Book Value

B =$ 1.001 - $2,500 G $100,001 - $1.090,000 K =$ I 5,001 - $50.000 O =$50~.001 - $1,000,000 R =Cost (Real Estate Only) V =Other

C =$2,501 - $5,000 HI =$1,000,001 - $5,000,000 L =$50.001 - $100,000 PI =$|,000,001 - $5,090,000 P4 =More than $50.000,000 S =Asscssmcnl W =Estimated

D =$5,001 - $15,000 H2 =More than $5,000,000 M -$ 100,001 - $250.000 P2 =$5,000,001 - $25,000,000 T =Cash Market

E =$15,001 - $50,000

FINANCIAL DISCLOSURE REPORT Page 7 of 11

Name of Person Reporting Gex Ill, Walter J.

Date of Report 5/13/2011

VII. INVESTMENTS and TRUSTS - inco,~,, ,alae, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instruction~)
NONE (No reportable income, assets, or transactions.)
A. [3.

Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure

Income during reporting period (2) Amount Type (e.g., Code 1 div., rent, (A-H) or int.)

Gross value at end of reporting period (i) (~) Value Value Code 2 Method
(J-P) Code 3

Transactions during reporling period

Type (e.g., buy, sell, redemption)

(2) (3) Date Value mm/dd/yy Code 2


(J-P)

(4) Gain Code I


(A-H)

(Q-W) 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68. Parcel 8, Jackson Co., MS 9.1435% mineral interest Parcel 9, Jackson Co., MS 9.1435% mineral interest Parcel 10, Jackson Co., MS 9.1435% mineral interest Parcel I I, Jackson Co., MS 9.1435% mineral interest Parcel 12, Jackson Co., MS 9.1435% mineral interest Parcel 13, Jackson Co., MS 9.1435% mineral interest Parcel 14, Jackson Co., MS 9.1435% mineral interest Parcel 15, Jackson Co., MS 9.1435% mineral interest Parcel 16, Jackson Co., MS 9.1435% mineral interest Parcel I, Lamar Co., MS 9.1435% mineral interest Parcel 2, Lamar Co., MS 9.1435% mineral interest Parcel 3, Lamar Co., MS 9.1435% mineral interest Parcel 4, Lamar Co., MS 9.1435% mineral interest Marion Co., MS 9.1435% mineral interest Parcel I, Pearl River Co., MS 9.1435% mineral interest Parcel 2, Pearl River Co., MS 9.1435% mineral interest Parcel 3, Pearl River Co., MS 9.1435% mineral interest A None None None None None None None None None None None Royalty None None None None J J J J J J J J J J J J J J J
J

Identity of buyer/seller (if private transaction)

W W W W W W W W W W W W W W W w W

I. Income Gain Codes: (See Columns B I and 134) 2. Value Codes (See Columns CI and D3) 3. Value Method Codes (see Column C2)

A :$1,000 or less F :$50,001 - $109,000 J :$ I 5,000 or less N -$250,001 - $500.000 P3 -$25.000.0~1 - $50.0~0,00~ Q =Appraisal U =Book Value

B =$1,001 - $2,500 G :$100,001 - $1,000,009 K :$15,001 - $50,000 O -$500.0~1 - $1,000.000 R =Cosl (Real Estate Only) V =Olhcr

C =S2,501 - S5.000 HI =$1,000,001 - $5,000,000 L ~$50.001 - $100,000 PI ~$1,000.001 - $5.000,090 P4 =More than $50.000,000 S =Asscssmcnl W =Estimated

D :$5,001 - $15,000 H2 :More than $5.000,000 M =$100,~0| - $250.0~0 P2 =$5,000.091 - $25,000.000 T =Cash Market

E :$15.001 - $50.000

FINANCIAL DISCLOSURE REPORT Page 8 of 11

Name of Person Reporting Gex 111, Walter&

Date of Report 5/13/2011

VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (t) Amount Code I (A-H) (2) Type (e.g., div., rent, or int.) Gross value at end of reporting period (I) (2) Value Value Code 2 Method (J-P) Code 3 (Q-W) J J J J J J J J J J J J K W W W W W W W W W W W W T
Transactions during reporting period

(]) Type (e.g., buy, sell, redemption)

(2) Date mm/dd/yy

(3) Value Code 2 (J-P)

(4) Gain Code I (A-H)

(5) Identity of buyer/seller (if private transaction)

69. 70. 71. 72. 73. 74. 75. 76. 77. 78. 79. 80. 81. 82. 83. 84. 85.

Parcel I, Perry Co., MS 9.1435% mineral interest Parcel 2, Perry Co., MS 9.1435% mineral interest Parcel 3, Perry Co., MS 9.1435% mineral interest Parcel 4, Perry Co., MS 9.1435% mineral interest Parcel 5, Perry Co., MS 9.1435% mineral interest Parcel l, Stone Co., MS 9.1435% mineral interest Parcel 2, Stone Co., MS 9.1435% mineral interest Parcel 3, Stone Co., MS 9.1435% mineral interest Parcel 4, Stone Co., MS 9.1435% mineral interest Parcel 5, Stone Co., MS 9.1435% mineral interest Parcel 6, Stone Co., MS 9.1435% mineral interest Parcel 7, Stone Co., MS 9.1435% mineral interest Longleaf Partners Fund (IRA) Longleaf Partners Fund (IRA) Superconductor Technologies (IRA) Shady Acres Partnership Gulf Coast Partners, LTD C

None None None None None None None None None None None None Distribution None None None None

T T W

1. Income Gain Codes: (See Columns B I and D4) 2. Value COd~ (See Columns CI and D3) 3. Value Method Codes [See Column C2)

A =$1,000 or less F =$50,001 - $ 100.000 J =$15,0(10 or less N =$250,001 - $500.000 P3 $25,000.001 - $50,009.000 Q =Appraisal U =Book Value

B =$1,001 - $2.500 G = $ 100.001 - $ 1.000.000 K =$15.001 - $50.000 O =$500.001 - $1.000,000 R =Cost (Real Estate O01y) V =Other

C =$2,501 - $5,000 H 1 -$ 1.000,001 - $5,000.000 L =$50,001 - $100,000 PI =$1.00~,001 - $5,000,090 P4 More than $50,000.000 S =As~ct, smcnt W =Eslimalcd

D =$5.001 - $15.000 H2 =More than S 5,000.00~ M =$100.001 - $250.000 P2 =$5.000.001 - $25.000.000 T =Cash Markct

E =$15.001 - S50,000

FINANCIAL DISCLOSURE REPORT Page 9 of 11

Name of Person Reporting Gex 111, \Valter J.

Date of Report 5/13/2011

VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instruction~.)
NONE (No reportable income, assets, or transactions.)
A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior diselosure B. Income during reporting period (I) Amount Code I (A-H) (2) Type (e.g., div.,rent, orint.) C. Gross value at end of reporting period (1) Value Code2 (J-P) (2) Value Method Code 3 (Q-W) (I) Type (e.g., buy, sell, redemption) D. Tmnsactions during reporting period (2) (3) [ (4) Date Value [ Gain mrnldd/yy Code2 [ Code 1 (J-P) [ (A-H) t I (5) Identity of buyer/seller (if private transaction)

86.
87.

WhimeyNatl Bank, Gulfport, MS


Paul Milam Development, Inc.

Dividend
None J W

Sold

01/20/10

88. 89. 90. 91. 92.

Rex Land, Inc. Tri-County Hunting & Fishing Club Adam Hancock Bank HoldingCo. GBC Lands, LLC (Hancock Co. MS) A D

None None None Dividend Rent

K M J K M

W W

T W

I. Income Gain Codes: (See Colunms B I and 194) 2. Value Codes (See Colunms CI and D3) 3. Value Method Codes (Sce Column C2)

A =$ 1,000 or less F =$50.001 - $100.000 J =$15.000 or less N =$250.001 -$500,000 P3 =$25.000.001 - $50.000.000 Q =Appraisal U =Book Value

B =$1,001 - $2,500 G =$100,001 - $1,000,000 K =$15.001 - $50.00~ O $500,001 - $1.00O.00O R =Cost (Real E~tale Only) V -Other

C =$2,501 - $ 5,000 HI =$1.0~O,001 - $5,000,000 L $50.1)01 - $100.000 PI =$1.000.001 - $5.000,~O0 P4 =More Ihan $50.000.000 S =As~ssmcnt W =Estimated

D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 -$25.000.000 T Cash Market

E =$15,0 I - $50,000

FINANCIAL DISCLOSURE REPORT Page 10 of 11

Name of Person Repovling Gex !11, Walter J.

Date of Reporl 5/13/2011

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (in,ticate part of report.)


VII. Number 81 : MCI WorldCom (formerly Skytel) was once listed in my IRA account. It has been a worthless stock for over a decade, and since Steifel Nicolaus recent acquisition of UBS, my former brokerage firm, I have not noticed the stock listed in my IRA. As the stock has been dropped from my portfolio, I will no longer list this stock in future reports. The stock had no value, and I received no funds from the brokerage firm for this stock.

FINANCIAL DISCLOSURE REPORT Page 11 of I1

Name of Person Reporting Gex 111, Walter J.

Date of Report 5/13/2011

IX. CERTIFICATION.
! 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 emplo)anent and honoraria and the acceptance of gifts which have been reported are in compliance ~ith the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

Signature: S/Walter J. Gex III

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)

Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544