POSITION NAME OF ORGANIZATION/ENTITY
PARTIES AND TERMS
CJ')
Reporl Required by /he £/hiesFINANCIAL DISCLOSURE REPORT AO JO in Government Act of 1978 Rev. 112008 FOR CALENDAR YEAR 2007 (5 u.s.c. app. §§ 101-111)
1. Person Reporting (last name, first, middle initial)
Gex III, Walter J
2. Cnnrt or Organization
USDC/MSSD
3. Date of Report
05/13/2008
4. Title (Article III judges indicate active or senior status; magistrate judges indicate full- or part-time)
United States Senior District Judge
Sa. Report Type (check appropriate type)
D Nomination, Date
D Initial [Z] Annual D Final
6. Reporting Period
01/01/2007
to
12/31/2007 Sb. D Amended Report
7. Chamben or Offire Address
2012 15th St. Suite 572 Gulfport, MS 39501
8. On the bub of the information contained in thb Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable law• and regulations.
Reviewing Offker Date
IMPORT ANT NOTES: The instructions accompanying thisfof'lll llUISI be followed. COlltplete Rll parts, checking the NONE box for each parl where you have no reportable information. Sign on last page.
I. POSITIONS. (Reporting illllffld"41 only; see pp. '1-13 iJffJ/ing iltstr11cfions.)
[ZJ NONE (No reportable positions.)
1.
2.
3.
4.
5.
II. AGREEMENTS. (Report;ng UulivUlual only; see pp. 14-16 t!f fiJUtg iltStnlctions.)
[ZJ NONE (No reportable agreements.)
::u rn () m -
ci::::' rn 0I.
2.
3.
SOURCE AND IYPE
SOURCE
SQURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED
3.
4.
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 2of11 Gex III, Walter J 05/13/2008
III. N 0 N-INVESTMENT INC 0 ME. (Reporting ;,,,m,;Jua} <UUi spollM!; see pp. 17-14 of filing instructions.)
A. Filer's Non-Investment Income
[Z] NONE (No reportable non-investment income.)
INCOME (yours, not spouse's)
1.
2.
4.
B. Spouse's Non-Investment Income Ifyo11 were married daring any portion oftlu reporting year, complete this section. -
(Dof/ar amount not required except for honoraria.)
0 NONE (No reportable non-investment income.)
AND TYPE
1. 2007 United States Courts
2.
3.
4.
IV. REIMBURSEMENTS -trtursportafion, lodging, food, entertainment.
(Includes those to spouse and dependent children; see pp. 25-27 of filing instructions.)
[Z] NONE (No reportable reimbursements.)
I.
2.
3.
5.
SOURCE DESCRIPTION
CREDITOR DESCRIPTION VALUE
3.
3.
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 3of11 05/13/2008Gex III, Walter J
V. GIFTS. (lncliuks thOSL to spouse and dependent cllildren; supp. .28-31 of filing instrlldions.)
[ZJ NONE (No reportable gifts.)
VALUE
I.
2.
4.
5.
VI. LIABILITIES. (lncbuks those of spo11St! ans/ dependent children; see pp. 3.2-33 of filing instruc6ons.)
[ZJ NONE (No reportable liabilities.)
CODE
1.
2.
4.
5.
I
interest
0
interest
(l)
(A-H)
Date of Report Name of Person ReportingFINANCIAL DISCLOSURE REPORT
Page 4of11 Gex Ill, Walter J 05/13/2008
VII. INVESTMENTS and TRUSTS -wome. w1111e, wlfSllcrions (lncJIUles those ofspoMSeiUUI depemknichildren; see pp. J4-6Qoffiling instructiom.J
D NONE (No reportable income, assets, or transactions.)
A. B. C. D.
Description of Assets Income during Gross value at end of Transactions during reporting period
(including trust assets) reporting period reporting period
(l) (3)(2) (2)(1) (4) (5)(2) Date Value GainValue Value Type (e.g.,Place "(X)" after each asset Amount Type (e.g., Identity of
Code I Month- Code2 Code Ibuy, sell, Method buyer/sellerdiv., rent, Code2exempt from prior disclosure (A-H) redemption) DayCode3or int.) (J-P)(J-P) (if private
(Q-W) transaction)
1. Parcel 7, Jackson Co., MS 9.1435% of 1/5 interest
None K w
2. Pared 8, Jackson Co., MS 9.1435% of 1/5 interest
None K w
3. Paracel 4, Hancock Co., MS 33.33% interest None K w
4. Parcel 5, Hancock Co., MS 33.33 % interest None K w
5. Parcel 6, Hancock Co., MS 33.33% interest None K w
6. Parcel 7, Hancock Co., MS 33.33% interest None K w
7. Parcel 8, Hancock Co., MS 33.33% interest None K w
8. Parcel 9, Hancock Co., MS 33.33% interest None K w
9. Parcel 10, Hancock Co., MS 33.33 % interest
None K w
10. Parcel 12, Hancock Co., MS 33.33% interest
A Rent K w
11. Parcel 13, Hancock Co., MS 33.33% A Rent K w
12. Parcel 14, Hancock Co., MS 33.33% interest
A Rent K w
13. Parcel 15, Hancock Co., MS 33.33% interest
None K w
14. Parcel 16, Hancock Co., MS 33.33% None K w
15. Parcel 17, Hancock Co., MS 25% interest None K w
16. Parcel 18, Hancock Co.,, MS 25% interest None K w
17. Adams Co., MS .292500/o mineral interest A Royalty J w
J. Income Gain Codes: A=$1,000 or less B=$1,001 -$2,500 c =12,501 - $5,000 D =$5,001 -$15,000 E =$15,001 -$50,000
(See Columns B 1 and D4) F=150,001 - $100,000 G =$100,001 -Sl,000,000 HJ =$1,000,001 - $5,000,000 H2 =More than $5,000,000
2. Value Codes J =$15,000 or less K =115,001 -$50,000 L=150,001 -$100,000 M =$100,001 -$250,000
(See Columns Cl and D3) N =$250,001 -$500,000 0=$500,001-$1,000,000 Pl =;i.) ,000,001 - $5,000,000 P2 =$5,000,001 - $25,000,000
P3 =125,000,001 -$50,000,000 P4 =More than $50,000,000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T Cash Market
(See Column C2) U=Book Value V=Other W =Estimated
B.
(A-H) (J-P)
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 5of11 05/13/2008Gex Ill, Walter J
VII. INVESTMENTS and TRUSTS - mco-, ,,.,,,,e, fTtlRSMcli<>ns r1ncJl#ks those of spous """dependent children; see PP· 34-60 of filing instrllClions.J
0 NONE (No reportable income, assets, or transactions.)
D.A. c.
Description of Assets
(including trust assets)
Place "(X)" after each asset
exempt from prior disclosure
Income during
reporting period
(I) ( 2)
Amount Type (e.g., Code I div., ren
Gross value at end of
reporting period
(1) (2) Value Value
Code2 Method
Transactions during reporting period
(1) (2) (3) (4) (5)
Type (e.g., Date Value Gain Identity of
huy, sell, Month- Code2 Code I buyer/seller
Dayredemption)or int.) Code3(J-P) (A-H) (if private
transaction)(Q-W)
18. Parcel l, Forrest Co., MS - less than 5% mineral interest
None J w
19. Parcel 2, Forrest Co., MS - less than 5% mineral interest
None J w
20. Parcel 3, Forrest Co., MS - less than 5% mineral interest
None J w
21. Parcel 4, Forrest Co., MS - less than 5% mineral interest
None J w
22. Parcel 1, George Co., MS - less than 5% mineral interest
None J w
23. Parcel 2, George Co., MS - less than 5% mineral interest
None J w
24. Parcel 3, George Co., MS - less than 5% mineral interest
None J w
25. Parcel 4, George Co., MS - less than 5% mineral interest
None J w
26. Parcel 5, George Co., MS - less than 5% mineral interest
None J w
27. Parcel 6, George Co., MS - less than 5% mineral interest
None J w
28. Parcel 7, George Co., MS - less than 5% mineral interest
None J w
29. Parcel 1, Greene Co., MS 9.1435% mineral interest
None J w
30. Parcel 2, Greene Co., MS 9.1435% mineral interest
None J w
31. Parcel 3, Greene Co., MS 9.1435% mineral interest
None J w
32. Parcel 4, Greene Co., MS 9.1435% mineral interest
None J w
33. Parcel I, Hancock Co., MS 25%mineral interest
A Royalty J w
34. Parcel 2, Hancock Co., MS 25% mineral interest
A Royalty J w
I. Income Gain Codes: A =$ J ,000 or less B =$1,001 -$2,500 c =S2,501 - $5,000 D =S5,00J - $15,000 E =$15,001 -$50,000 (See Columns BI and D4) F =S50,001 -$100,000 G =SJ00,001 -$1,000,000 HI =Sl,000,00J • $5,000,000 H2 =More than $5,000,000
2. Value Codes J=$J5,000orless K =$15,001 -$50,000 L =S50,00J - $100,000 M =$100,001 -$250,000 (See Columns Cl and D3) N =S250,00J -$500,000 O=S500,00l-$1,000,000 Pl =Sl,000,001 - $5,000,000 P2 =S5,000,001 -$25,000,000
P3 =S25,000,00 I - $50,000,000 P4 =More than $50,000,000 3. Value Method Codes Q =Appraisal R =Cost (Real Estale Only) T =Cash Market
(See Column C2) U Book Value v =Other W =Estimated S =Assessment
minera
35.
42.
47.
51.
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 6of11 Gu Ill, Walter J 05113/2008
VII. INVESTMENTS and TRUSTS Utcl)llU!, w11..,,, transactU>ns r1ndiu1es tJwse ofspoMSe and dependent children; supp. 34-60 of filing instructWns.J -
0 NONE (No reportable income, assets, or transactions.)
A.
Description of Assets
(including trust assets)
Place "(X)" after each asset
exempt from prior disclosure
Parcel 3, Hancock Co., MS 25% mineral
B. c. D.
Income during Gross value at end of Transactions during reporting period
reporting period reporting period
(1) (2) (1) (2) (1) (2) (3) (4) (5) Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of Code l div., rent, Code 2 Method buy, sell, Month - Code 2 Code 1 buyer/seller (A-H) or int.) (J-P) Code3 redemption) Day (J-P) (A-H) (ifprivate
(Q-W) transaction)
A wRoyalty J interest
36. Parcel 4, Hancock Co., MS 25% mineral A interest
37. Parcel 5, Hancock Co., MS 25%mineral A interest
38. Parcel 6, Hancock Co., MS 25% mineral A interest
39. Parcel 7, Hancock Co., MS 25% mineral A interest
40. Parcel 8, Hancock Co., MS 25% mineral A interest
41. Parcel 9, Hancock Co., MS 25% mineral A interest
Royalty
Royalty
Royalty
Royalty
Royalty
Royalty
J
J
J
J
J
J
w
w
w
w
w
w
Parcel 10, Hancock Co., MS 25%mineral A Royalty wJ interest
43. Parcel I, Harri.son Co., MS 9.1435% mineral interest
44. Parcel 2, Harrison Co., MS 9.1435% interest
45. Parcel 1, Jackson Co., MS 9.1435% mineral interest
46. Parcel 2, Jackson Co., MS 9.1435% mineral interest
None
None
None
None
J
J
J
J
w
w
w
w
Parcel 3, Jackson Co., MS 9.1435% mineral None J w interest
48. Parcel 4, Jackson Co., MS 9.1435% mineral interest
49. Parcel 5, Jackson Co., MS 9.1435% mineral interest
50. Parcel 6, Jackson Co., MS 9.1435% mineral interest
None
None
None
J
J
J
w
w
w
Parcel 7, Jackson Co., MS 9.1435% mineral None wJ interest
L lncomc Gain Codes: A =$ l ,000 or less B =$ ! ,OOl -$2,500 c 2,501 - $5,000 D 5,001 - $15,000 E =$15,001 -$50,000
(See Columns Bl and D4) F 50,001 - $100,000 G=$100,00l -$1,000,000 Hl =$1,000.001 -$5,000,000 H2 =More than $5,000,000
2. Value Codes J =$15,000 or less K=$l5,001 -$50,000 L 50,001 - $100,000 M 100,001 - $250,000
(See Columns Cl and D3) N =$250,001 - $500,000 0=$500,001-$1,000,000 Pl =$1,000,001-$5,000,000 P2 5,000,00 l - $25,000,000
P3 25,000,001 - $50,000,000 P4 =More than $50,000,000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market
(See Column C2) U =Book Value V=Otbcr W Estimated
--·
---·--
A.
(4)
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 7of11 Gex III, Walter J 05/13/2008
VII. INVESTMENTS and TRUSTS -mco-, l'tllw, INmsacliDns (lncJlllles those of spouse""" dependen1chiJt1ren; see pp. 34-60 of filing insm1ctions.J
D NONE (No reportable income, assets, or transactions.)
Description of Assets
B. D.c. Transactions during reporting period Income during Gross value at end of
(including trust assets) reporting period reporting period
(3)(2) (!) (2)(I) (I) (2) (5) Amount Value ValueType (e.g.,Place "(X)" after each asset Code l Methoddiv., rent, Code 2exempt from prior disclosure (A-H) or int.) Code 3(J-P)
(Q-W)
Type (e.g., buy, sell,
redemption)
Date
Month-
Day
Value Gain Identity of
Code 2 Code I buyer/seller
(A-H) (if private
transaction)
(J-P)
52. Parcel 8, Jackson Co., MS 9.1435% mineral None J w interest
53. Parcel 9, Jackson Co., MS 9.1435% mineral None J w interest
54. Parcel 10, Jackson Co., MS 9.1435% None J w mineral interest
55. Parcel 11, Jackson Co., MS 9.1435% None J w mineral interest
56. Parcel 12, Jackson Co., MS 9.1435% None J w mineral interest
57. Parcel 13, Jackson Co., MS 9.1435% None J w mineral interest
58. Parcel 14, Jackson Co., MS 9.1435% None J w mineral interest
59. Parcel 15, Jackson Co., MS 9.1435% None J w mineral interest
60. Parcel 16, Jackson Co., MS 9.1435% None J w mineral interest
61. Parcel l, Lamar Co., MS 9.1435% mineral None J w interest
62. Parcel 2, Lamar Co., MS 9.1435% mineral None J w interest
63. Parcel 3, Lamar Co., MS 9.1435% mineral None J w interest
64. Parcel 4, Lamar Co., MS 9.1435% mineral None J w interest
65. Marion Co., MS 9.1435% mineral interest A Rent J w
66. Parcel 1, Pearl River Co., MS 9 .1435% None J w mineral interest
67. Parcel 2, Pearl River Co., MS 9.1435% None J w mineral interest
68. Parcel 3, Pearl River Co., MS 9.1435% None J w mineral interest
----
l. Income Gain Codes: A 1,000 or less B =$1,001 - $2,500 C 2,50 I - $5,000 D =$5,001 - $15,000 E =$15,001 - $50,000
(Sec Columns Bl and D4) F =$50,001 -$100,000 G 100,001 -$1,000,000 HJ =SI,000,001 · S5,000,000 H2 =More than $5,000,000
2. Value Codes J 15,000 or less K l5,00l -$50,000 L=$50,001-$100,000 M =Sl00,001 - $250,000
(Sec Columns Cl and D3) N =$250,001 -$500,000 0=$500,001-$1,000,000 Pl =$1,000,001 -$5,000,000 P2 =$5,000,001 - $25,000,000
P3 =$25,000,001 -$50,000,000 P4 =More than $50,000,000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market
(See Column C2) U =Book Value V=Other W=Estimated
i-- l
C.
(2) (2) (2) (5)
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 8ofl1 05/13/2008Gex III, Walter J
VII. INVESTMENTS and TRUSTS - incm,,,,, Wllue, tronsacti.ms (lndlldes those of spouse and .tepemknt children; see PP· 34-Mi offuinc instructions.)
NONE (No reportable income, assets, or transactions.) D A. B. D.
Transactions during reporting period Income during Gross value at end of Description of Assets
reporting period reporting period (including trust assets)
(1) (I) (I) Value
Code 2
(J-P)
(;) "'GainAmount Value Value Type (e.g.,Type (e.g., Place "(X)" after each asset
Code I Date
Month-
Identity o f
Method buy, sell, Code 2div., rent, Code I buyer/sell er exempt from prior disclosure (A-H) Day (A-H)redemption)Code 3or int) (J-P) (if private
(Q-W) transaction)
69. Parcel 1, Perry Co., MS 9.1435% mineral interest
70. Parcel 2, Perry Co., MS 9.1435% mineral interest
None
None
J
J
w
w
71. Parcel 3, Perry Co., MS 9.1435% mineral interest
None J w
72. Parcel 4, Perry Co., MS 9.1435% mineral interest
None J w
73. Parcel 5, Perry Co., MS 9.1435% mineral interest
None J w
74. Parcel I, Stone Co., MS 9.1435% mineral interest
None J w
75. Parcel 2, Stone Co., MS 9.1435% mineral interest
None J w
76. Parcel 3, Stone Co., MS 9.1435% mineral interest
None J w
77. Parcel 4, Stone Co., MS 9.1435% mineral interest
None J w
78. Parcel 5, Stone Co., MS 9.1435% mineral interest
None J w
79. Parcel 6, Stone Co., MS 9.1435% mineral interest
None J w
80. Parcel 7, Stone Co., MS 9.1435% mineral interest
None J w
81. MCI Wotldcom (formerly Sk.ytel) (IRA) None J T
82. Long leaf Partners Fund (IRA) D Distribution K T
83. Longleaf Partners Fund (IRA) None K T
84. Superconductor Technologies (IRA) None J T
85. Shady Acres Partnership None J w
1. Income Gain Codes; A =$1,000 or less B =SJ,001 -S2,500 c =$2,501 -$5,000 D =$5.001 -$15,000 E =$15,001 -$50,000
(See Columns BI and D4) F=$50,001-$100,000 G =$100,001 -$1,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000.000
2. Value Codes J =$15,000 or less K=$J5,001 -$50,000 L =$50.001 -$100,000 M =$100,001 -$250,000
(See Columns Cl and DJ) N =$250,001 -$500,000 0 =$500,001 -s l ,000,000 Pl =$1,!00,001-$5,000,000 P2 =$5,000,001 - $25,000,000
P3 =$25,000 ,001 -$50,000,000 P4 =More than $50,000,000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T=CashMarl<el
(See Column C2) U =Book Value V =-Other W=Estimatcd
-
I (2)
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 9of11 Gex III, Walter J 05/13/2008
VII. INVESTMENTS and TRUSTS - ina»fu, ...w.e, tronSRC&ms (lndutiesthoseofspousetuU/depenJJentchildren;seepp. J4-60offilinginstr1tctwns.J
D NONE (No reportable income, assets, or transactions.)
A. B. C. D.
Description of Assets Income during Gross value at end of Transactions during reporting period
(including trust assets) reporting period reporting period
(1) (I)(2) (1) (2) (4)(3) (5) Amount Value ValueType (e.g., Place "(X)" after each asset Code I div., rent, Code 2 Method (A-H)
exempt from prior disclosure
or int.) (J-P) C ode3 (Q-W)I
Type (e.g.,
buy, sell,
redemption)
Date
Month-
Day
GainValue Identity of
Code lCode2 buyer/seller
(J-P) (if private
transaction)
(A-H)
86. Gulf Coast Partners, LTD None L w
87. Whitney Nat'! Bank, Gulfport, MS c Dividend M T
88. Whitney Nat'! Bank, Gulfport, MS A Interest J T
89. Paul Milam Development, Inc. D Dividend J w
90. Rex Land, Inc. None K w
91. Tri-C-Ounty Hunting & Fishing Club None M w
92. Adam None J T
93. Hancock Bank Holding Co. B Dividend L T
94. GBC Lands, LLC (Hancock Co. MS) D Rent M w
l. lncome Gain Codes: A oil ,000 or less B =$1,001 - $2,500 C =$2,50 I - $5,000 D =$5,001 -$15,000 E=$15,00! -$50,000
(See Columns BI and D4) F oo$50,00! - $100,000 G !00,001-$1,000,000 HJ =$1,000,001 - $5,000,000 H2 =More than $5,000,000
2. Value Codes J oi15,000 orless K l5,00I -$50,000 L =$50,001 - $100,000 M 100,001 - $250,000
(See Columns CJ and 03) N =$250,001 - '·00,000 0 =$500,001 - $1,000,000 Pl =Sl,000,001 - $5,000,000 P2 =S5,000,00! - $25,000,000
P3 oi25,000,00I -$50,000,000 P4 =More than $50,000,000
3. Value Me!bod Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market
(See Column C2) U =Book Value V=Otber W =Estimated
FINANCIAL DISCLOSURE REPORT Name of Person Rep<>rtlng Date of Report
Page 10of11 Gex Ill, Walter J 05/13/2008
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (JnJicateparto[Report.)
Name of Penwn Reporting FINANCIAL DISCLOSURE REPORT
Page 11of11 Gex III, Walter J
Date of Report
05/13/2008
IX. CERTIFICATION.
I certify that all information giYen 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 employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR F AILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301
One Columbus Circle, N.E. Washington, D.C. 20544