David C Bramlette Financial Disclosure Report for 2009

8/3/2019 David C Bramlette Financial Disclosure Report for 2009

1/20

~o to

[FINANCIAL DISCLOSURE REPORT ReporZin Go~rnmentRequired ActbY th

R e v ., , 7010 FOR CALENDAR YEAR 2009 ( ~ u . s . c , a p p . .~ " I O 1 - 111 )

I . P e r son Repo r t i ng ( l ~ t r, ame . f n -~ t , m idd l e i n i t ia l ) 2. Court or Organization 3 . D a t e o f R e p o r t

BRAMLET I-E, lll,, DAVID C. U.S.D1STRICH" COURT FOR THE SOUTHERN 04/26/2010DISTRICT OF MISSISSIPPI

4 . Ti t l e ( A) l i c l c HI j ud ge s i nd i ca t e a c t i ve o r s en io r s t a t u s , S o . R e p o r l Ty p e ( c h e c k a p p r o p r i a t e t y p e ) 6. Reporllng Periodm a g i s t ra t e j u d g e s i n d i c a t e f u l l-or parl-time)

[~ Nomina t ion . Date 0 1 / 0 1 1 2 0 0 9ARTICLE III SENIOR STATUS [] Initial [] Annual [] Final

12/31/200915b . [ ] Amen ded Re por t

7. Chambers ar Office Addres~ 8. On the basis of tbe Infnrmltion con tained In Ihls Report and anymodifications pertaining (hereto,I! is, In my o pinion, In compliance

POST OFFICE BOX 928 with applicable laws and regulations.

NATCHEZ, MS 39121

Reviewing Officer D ~ t t

I M P O R T A N T N O T E S :The Instructions accompanying this form must be followed. Compteteairports,checking the NO NE box for eaeh part where you have no reportable information. Sign on last page.

I . P O S I T I O N S .(Roporti, ,~

["-q N O N E(N o reportable positions,)

POSITION NAME OF QRQANIZATION/ENTITY

I. TRUSTEE EMERITUS MISSISSIPPI NATURE CONSERVANCY

2. M EM BER BOARD OF TRUSTEES NATCH EZ LITERARY CELEBRATION

3. BOARD OF DIRECTORS BOB R. JONES IDLEWILD W ILDLIFE RESEARCH INSTITUTE

i . . . . . . = ~ : [ " . - Ii l . A G R E E M E N T S .rg o ~ , o , . a , z ~ h , z # , , o Z o , a ~ , ,, t ,~ z 4 . z ~ o / . a , ,~ i , ,, ~ . ,, e , Z o , , ~ . ) ~ . : ; --< 0t . .~? "

I

1-~ NONE (Noreportable agreements.).7_.::.1,:_.. :~

_,.).~

DATE PARTIE~ AND TERMS c _ _ i ~ , _ ! -~ ~

~_.:; . ="


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FINANCIAL DISCLOSURE REPORT NameofPer~on Reporting DaleofReporl

Page 2 o f 6 BRAMLETTE, II1,, DAVID C. 04/26/2010

IIl. N O N - IN V E S T M E N T I N C O M E . o ~ ~ ,~ n ~individual andspouse; seepp. 17-24 of filing instruction~)

A. Filer s Non-Investment Income[] N O N E(No repo rtable non-investment incom e.)

DATE SOURCE AND TYPE I N C O M E( you r s , no~ spouse s )

I,

2.

3.

4.

B . S p o u s e s N o n - l n v e s tm e n t I n c o m e- if you were married during any portion of the reporting yearo omplew this(Dollar amount not required except for honoraria.)

~-] NONE (Noreportable non-investment income.)

DATE SOURCE AND TYPE

I.

2.

3.

4.

IV. REIMBU RSEM ENTS -(Includes thoJe to spouse and dependent children: see pp. 25-27 o.f filing instructions,)

N O N E(No reportable reimbursements.)

SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED

1.

2.

3.

4.

5.


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FINANCIAL DISCLOSURE REPORT N,m , o f Pe r so .aReporting

I Date atReport[

Page 3 of 6 BRAMLETTE, II1, , DAVID C. 04!26/2010

~ N O N E(No reportable g~s.)

SOURCE DESCRIPTION ~

!.

3.

4.

5.

V I . L IABILITIES .a n ~ t ~ o , ,of spouse and dependent children;.~ee pp, ,$2-,JS of filing lnsttt~ctions.)

[~] N O N E ( N oreportable liabilities.)

CREDITOR DESCRIPTION VALUE CODE

I. UNITED M ISSISSIPPI BANK REAL ESTATE LOAN L

2. UNITED M ISSISSIPPI BANK REAL ESTATE LOAN N

3 . BR|TTON & KOONTZ FIRST REAL ESTATE LOAN LNATIONAL BANK

4.

.~ .


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FINANCIAL DISCLOSURE REPOR T N a m e o f P e r so n R e p o r t in g D a te O f R ep o r l

Page 4 of 6 BRAM LETTE, !!1,, DAVID C. 1M/26/2010

V I I . I N V E S T M E N T S a n d T R U S T S -a,,ome. ~t,e.transaction, (Includes those of spons

N O N E (N orepo rtable income, assets, or transactions.)

A. B. C. : D,Description of Assets ! Income during ! Gross value at end i Tramactiom during reporting period

(including trust as.~ts) ! reporting [~riod ! of reporth~g period

Place "(X)" after each asset i Amount Type (e.g., ! Va lue Value Type (e.g., Date i Value Gain Identity ofexempt from prior disclosure i Code I div., rent, Code 2 Method ! buy, sc tl . mm]dd/yy Code 2 Code | I :myer/sel ler

i(A-H) orint.) (l-P) Code3 redemption) (J.p) (A.Itl) (ilrprivate

I : (Q-W) transaction)

I. SEE ADDENDUM CONSISTING OF 14PAGES AVrACHED HERETO

I0.

I1.

1 2.

1 3 .

1 4 .

1 5 .

1 6 .

1 7 .


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FINANCIAL DISCLOSURE REPOR T I N . ~ . o ~ o ~R~por~lng I D. l~ o fRepor~Page 5 of 6 BRAMLETTE, !11, , DAVID C.

J

D4/26/2010

VIII. ADDITIONAL INFORMATION OR EX PLANATIONS.a~lcal~,a ,~of~~ , ~ 7


6/20

FINANCIAL DISCLOSURE REPORT

[ BRAM LETTE, l it , , DAVID C .04/26/2010age 6 of 6

IX . CERTIFICATION.

I ce r t ify tha t a l l in fo rmat ion g iven above ( inc lud ing in fo rmat ion pe r ta in ing to m y spouse and m inor o r depend en t ch i ld ren , If any) i s

accura te , t rue , and com ple te to the bes t o f my know ledge and be l ie f , and tha t any In format ion n o t r epor ted was w i thhe ld because I t me t app l icab le s taprov i s ions pe rm i t ting non-d i sc losure .

I fu r the r ce r t i fy Iha t ea rned income f rom ou t s ide employm ent and hon ora r ia and the accep tance o f g i f t s which have been repor ted a re Incom pliance w ith the provision s of 5 U.S.C. app. 501 et . seq, 5 U.S.C, 7353, and Jud icial Conference reg ulat ions.

NOTE: ANY INDIVIDUAL W HO KNOW INGLY AND WILFULLY FALSIFIES OR FALLS TO FILE THIS REPORT MAY BE SU BJECT TO CIVILAND CRIMINAL SANCTIONS [5 U.S.C. app . 104)

FILING INSTRUCTIONS

Mail s igned or ig inal and 3 ad di t ional copies to :

Com m i t tee on F inanc ia l D i sc losu reAdm inis t ra tive Off ice of the Uni ted Sta tes Cour tsSui te 2-301One Co lumbus C i rc le , N .E .Wa sh ing ton , D .C . 20544


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2009 FINANCIAL DISCLOSURE REPORT ADDENDUMPage I of 14 Pages

FINANCIAL DISCLOSURE REPORT

Name of Person Reporting Date of Report

BRAMLETTE, DAVID C., III 4/26/10

VII. INirESTMENTS AND TRUSTS - income, value, transactions.

A. B. C. D.Descr iption of Assets INCOME GROSS VALUE TRANSACTIONS(incl ud ing trust assets) du ring at end of du ring

reporting reporting reportingperiod period perfod( I ) ( 2 ) ( I ) ( 2 ) ( i ) I f n o t e x e m p t f r o m d i s c l o s u r e

( 2 ) ( 3 ) ~ 4 1 ( 5 )Amt. 1 Type Valu e2 Valu e Type Date Valu e2 Gainl IdentityC o d e C o d e M e t h o d 3 C o d e C o d e

i. 50% interest in rentalaccount- Regions Bank acct. A rent J T

2. 50% interest ina c c ou n t , r en t alproperty-Regions Bankacc t. A rent J T

3. 25% interest in farmacc t.-Regions Bank acc t. A rent J T

4. 25% interest in estateaccount- inher i ted proper tyRegions Bank acc t . E rent J T

5. Entergy A div. K T This stock should have been l isted

as being held in I tem 14 and has

been moved to t hat a ccou n t6. GW Util i t ies, Ltd. B divo J T

7. CSX A div. J T

8. Abi t ib i-Pr ice , Inc . A div. J T

9. Highland Corp. C d iv. J T

10. Highpoint Corp. A div. J T

ii. First Colony Life B div. K T

12. Penn Mutu al A div . M T

13. New York Life A div . L T

14. CHARLES SCHWABINVESTMENT ACCO~:

STOCKS:

Amgen Inc. A div. Sold 12/29 J

Arkansas Power &Light B d iv. J T


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ADDENDUMPage 2 of 14 Pages

2009 FINAIqCIAL DISCLOSLrRE REPORT


BR;d KLETTE, DAVID C., III 4/26/10

VII. INVESTMENTS AND TRUSTS - income, value, transactions.

A. B. C. D.Description of Assets INCOME GROSS VALUE TRANSACTIONS(incl ud ing trust assets) du ring at end of du ring

reporting reporting reportingp e r i o d p e r i o d p e r i o d( i ) ( 2 ) ( I ) ( 2 ) ( i ) I f n o t e x e m p t f r o m d i s c l o s u r e

(2) (3) (Amt. I Type Valu e2 Valu e Type Date Valu e2 Gainl IdentityC o d e C o d e M e t h o d 3 C o d e C o d e

Ashland , Inc. A div. This stock was listed on the 2006 FDRas be ing pu rc hased i n June and Oc tobe r,when , i n f ac t , i t was pu rc hased in Ju neand so ld i n Oc tober 2006 .

BankAmerica Corp .New Del A d iv. Sold 12/29 J

Becton Dickinson & Co. A d iv. Sold 12/31 J

Caterpill ar, Inc. A div. Sold 12/29 j

Comcast Corp. A div. Sold 12/31 J

Dominion Res Inc VAMew A div. Sold 12/31 J

Disney Wal t Co A div. Sold 12/29 J

Entergy A div. K T

Exxon Mobil Corp. A div. Sold 12/29 J

Freepor t Mc MornCP&GLD B Class B A dl v. Sold 12/29 j

In t l . BusinessMachines A div. Sold 12/31 j

Johnson & Johnson A div . Sold 12/31 j

Kroger Co. A div . Sold 12/31 J

Phill ip Morris Intl A div. J T Sold 12/29 J

Symantec A div. Sold 12/29 J

Wil l i s Group Holdings A d iv. Sold 12/31 J

Verizon Conuau nications A div. Sold 12/29 J


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2009 FINANCIAL DISCLOSURE REPORT


BRAMLETTE, DAVID C. , I I I 4/26/10

VII. IITVESTMENTS AND TRUSTS - income, v alu e, t ransact ions.

A. B. C. D.Description of Assets INCOME GROSS VALUE TRANSACTIONS(incl ud ing trust assets) during at end of dur ing

reporting reporting reportingperiod period periodt l ) ( 2 ) ( i ) ( 2 ) ( i ) If not exempt from discl osure

~ 2 ) 1 3 ) ( 4 )Amt. 1 Type Val u e2 Val u e Type ~ate Value2 Gainl IdentityCode Code Method3 Code Code

CASH & EQUIVALENTS:CMAMoney Fund A int. K TCMA GovernmentSecur i t ies Fund B int. L TSchwab Govt . Bu y 1/ 5 KMoney Fu nd A div. K T Bu y i/ 9

MUNICIPAL BONDS:MS St Univ. EDLBld g. CRP RV PWROID FCIC JAN 0403.500% Au g 01 13 A Int. L TMS St 5.5%10GO UTX Du e 9/1/10 A Int. K T

MS St 5.25%13GO Due 11/1/13 A Int. K T

MS Dev. 3 .75%19REV DUC 6/01/19 A Int. K T B u y 7 / 28 K

N ew Albany MS S ch l4%18GO UTX DUE 6/01/18 A Int. K T B u y 1 2 /9 K

15. Undivided 1/4 in t. in2 0 5 0 a c . , ~ i i _ i i i i _ ~ . , ~ i ~ i i l , W i l k i n s o nCo. , MSInheri ted 10/84 - Valu e a tacqu is i t ion $250,000 D rent N R

16. Undivided 1/20 in t . inJackson Point proper ty,

Adams Co. , MSPurchased 8 /86 - Valu e a t Timberacqu is i tion $23,000 C Sa l e K R

17. Undivid ed in t . in smal lt rac t known as GibsonTract , Adams Co. , MSPurchased 6 /82 - Valu e a t Timberacqu is i tion $5,000 A Sale J R


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BKAMLETTE, DAVID C., III 4/26/10


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 G R O S S VA L U E T R / ~ q S A C T I O N S(incl ud ing trust assets) du ring at end of du ring

reporting reporting reportingp e r i o d D e r i o d p e r i o d

( I ) ( 2 ) ( I ) ( 2 ) ( 1 ) I f n o t e x e m p t f r o m d i s c l o s u r e

( 2 ) ( 3 ) 1 4 ) ( 5 )Amt. 1 Type Valu e2 Valu e Type Date Value2 Gain l Ident i tyCode Code Method3 Code Code

18 . Und iv ided 1 /30 i n t. i nproper ty known as Woodlawn/Becks Bay, Wilk inson Co. ,MS - Pu rchased 10 /87 - va lu eat acqu isition $60,000 None M R

Addi t ional 1 /30 in t . in 640acres known as Woodl awn/Becks Bay, Wilk inson Co. ,MS - Va lu e a t a cqu i s i t i on(2 /99 ) $20 ,000 None K R

Addi t ional 1 /30th in t . inproper ty known as Woodlawn/Becks Bay, Wil k inson Co. ,MS - Va lu e a t a cqu i s it i on$36,666.66 None K R

19. 100% ownership (in nameof Orchard Corporation) ofrental property known asCliff s Convenience Corner,Wil kinson Co. , MSInheri ted 1976 - Valu e a tacq u isition $65,000 D rent L R

20 . Und iv ided 1 /2 i nt . ( i nname of Three-Way Corp. ) incommercia l renta l proper ty,Wilk inson Co . , MS, i nc l ud ingservice s ta t ions , automobi l edea l e r sh ip and su r round ingproper ty - Inher i ted 1984 -

Va lu e a t a cqu i s i t i on$25,000 D rent K R


11/20






A . B . C . D .Description of Assets INCOM~ GROSS VALUE TRANSACTIONS(incl ud ing trust assets) du ring at end of du ring

reporting reporting reportingperiod period ~eriod

( i ) ( 2 ) ( i ) ( 2 ) ( I ) I f n o t e x e m p t f r o m d i s c l o s u r e( 2 ) ( 3 ) ( 4 ) ( 5 )

Amt. 1 Type Value2 Val ue Type Date Valu e2 Gainl IdentityC o d e C o d e M e t h o d 3 C o d e C o d e

21. Undivided 1/4 in t . inproper ty inc l . two 40-

a t a c q u i s i t i o n $ 4 0 , 0 0 0 E r e n t M R

2 2 . Sma l l l aw o ff i c e ,Commerc i a l Row, Woodv i l l e , MSInher i ted 1984 - Valu e a tacqu is i t ion $12,000 None J R

23. Partnership interest inValley Farm Bigbee Valley, Farm &MS - Inher i ted 1980 - Valu e Timberat acqu is i tion $200,000 D Income N R

24. 1/4 ac . landInheri ted 1980 - Valu e a tacqu is i tion $1,500 None J R

25 . 1/4 in t. in 350 ac . oft imber land, wi lk inson Co. ,MS - Inher i ted 1984 -Va lu e a t a cqu i s i t i on$18,000 None K R

26. I/2 int._,

Inher i ted 1984 - Valu e a tacc[uisi t ion $13,500 None J R

27. Undivided in t . in landsloca ted in Noxubee Co. , MS,

Inherited 1983 - Valu e at Treea c q u i s i t i o n $ 3 0 , 0 0 0 C F a r m M R


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VII. INVESTMENTS AND TRUSTS - income, v al u e, t ransactions.

A. B. Co D.Description of Assets INCOME G ROSS VALUE TRANSACTIONS(incl ud ing ~rust assets) dur ing at end of dur ing

reporting reporting reportingDeriod D e r i o d peri od

( I ) ( 2 ) ( i ) ( 2 ) ( i ) If not exempt from disc losu re( 2 ) ( 3 ) ( 4 ) ( 5 )

Amt, 1 Type Value2 Value Ty pe Date Val u e2 G ainl IdentityCode Cod e Method 3 Cod e Cod e

28. 1 /2 in t . , 287 ac .Lamer C~., AL

Series of gifts 1983 -Va lu e a t a cqu i s i t i on$I0 ,000 None L R

29. Undivided in t . in

Co., Gift/Inherited1 983 - Va lue a tacqu is i tion $12,000 A Roy. J R

30. 3 / 1 6 t h und iv ided i n t.Gl asscock Is l and

17 Concordia Parish, LAPurchased 2 /92 - Valu e a tacqu is i tion $35,000 C Rent O R

Additional .033337 un-divid ed interest Gl asscockIsland in and to 762 acresPurchased 8/04 - Value atacqu isition $42,780 B Rent Sol d 2/2 O Marlyn, LLC

31. Interest in Layson,

wil kinson Co. , MSPurchased 3/92 - Valu e of Conservat ion5/6 ow nership int. at Reserveacqu is i t ion $50,000 B Program N R

Inherited ad d itional 1/6interest in Layson B CRP N R


13/20



Name of Person Repor t ing Date of Report

BRAFILETTE, DAVID C. , III 4/26/10


A. B. C. D.Desc ription of Assets INCOME GROSS VALUE TRANSACTIONS(incl ud ing trust assets) dur ing at end of dur ing

reporting reporting reportingperiod period period

( I ) ( 2 ) I f ) ( 2 ) ( i ) If not exempt from disc losu re( 2 ) ( 3 ) (4 ) ( 5 )

Amt. I Ty pe Val u e2 Val u e Ty pe Date Value2 Gainl IdentityCode Code Method 3 Cod e Code

32 . Va r ious non -p rodu c ingund iv ided i n t s . in o i l ,gas and other minera ls int h e f o l l ow ing l oca t i on s :Noxubee Co. , MS A roy. J WPickens County, AL A roy. J WTensas Parish, LA A roy. J WCencordia Par ish , LA A roy. J WAdams Co. , MS A roy. J WWil kinson Co. , MS E roy. J W

33. P r od uc inq minera l s :

AL,Oper. , Moon-Hines , Wel lNo. Moon-Hines #i;Cunningham-Tayl or ; roy.~ n t . A r o ~ . ~ W

34. Jefferson Co. , MS:Bu ena Vis ta /C.P. andBuena Vi s t a /Burk l ey -Anderson Oi l Company A roy. J W

35. Wil k inson Co. , MS:Ashland Oi l Co . (nowPlains Market ing) , var iousO/N i , . . . . ~ A roy. J W

36. Wil kinson County, MS:Texaco(now Ergon)-Cc. P.L o n g # 2 - D / O i i i i ! i ! i i ! i ! i i i i i i l l A r o y. J W

37. Amite Co., MS: Wall er

Bros., Inc.(now J. P. Oiland Gungul l Expl . )-Winnie Kepper, et al. A roy. J W


14/20



Name of Person Repor ting Date of Repor t


VII. IkTVESTMENTS AND TRUSTS - income, value, transactions.

A. B. C. D.Desc ription of Assets INCOME G ROSS VALUE TRANSACTIONS(incl ud ing trust assets) during at end of during


( i ) ( 2 ) ( i ) ( 2 ) ( i ) If not exempt from discl osure( 2 ) ( 3 ) ( 4 ) ( 5 |

Amt. 1 Type Val u e2 Val u e Type Date Value2 Gainl IdentityCod e Cod e Method 3 Cod e Cod e

38. W ilk inson Co. , MS:Prairie Prod. Co.-HughesEastern-Mil l brook Uni tAdams Coun ty, MSA A roy. J W

39. ANCOA-Parker 1-3 &SCBRI A roy. J W

40. Wil k inson Co. , MS:Hood-Go ldsbe r ry /D /O3015-3020 A roy. J W

41. Wil k inson Co. , MS:Pacific-Enterprises/J.Carter-A. Walker-D/O 82077 A roy. J W

42. .000032 workinq int .Odgon Un it We l l s 2 , 3 & 4 A int. K W

43 . .0013646 royal ty in t .Freedom Field, Wilkinson

Co., MS CFIRA 1 & 2 well sThreshold B roy. J W

44. V ac-Sharp-Sta te Uni t ,Concordia Par ish, LA -(Mc Gow an Working Ptnrs . ) A roy. J W

45. Undiv ided 3 0 ne t ac .int. in Baker Tract and

.|~ Wilkinson C~ MS None J W

46 . P r od u c inq minera l s :Oxy-Wel l CMR-A- I, . 0013646working in teres t, W ilkinsonCounty, MS D roy. J W


15/20




BRAFILETTE, DAVID C., III 4/26/10


A . B . C . D .Description of Assets INCOME GROSS VALUE TRANSACTIONS(incl ud ing trust assets) du ring at end of du ring

reporting reporting reportingp e r i o d p e r i o d p e r i o d

( 2 ) ( i ) ( 2 ) ( i ) I f n o t e x e m p t f r o m d i s c l o s u r e(2) (3)

Amt. 1 Type Valu e2 Valu e Type Date Valu e2 Gainl IdentityCode Code Method3 Code Code

47. i /6th interest in So.Canal Street Partnership.Par tnership formed 1993 -Valu e a t a cqu i s i t i on$50,000) D rent K R

48. 3 ,171.31 acres inWil kinson County, MS,

I s l a nd - Va lu e a tacquis i t ion (9 /94) Rent &$1,600,000 E Timber P1 R

49. Lot I/2 acre in s lz e

Wilkinson County, MSValu e a t a c qu i s i t i on (10 /94 )$16,000 None J R

Lot ~ acre in s ize inWi l k i n so n

Coun ty, MS Purchased 9 /00- Va lu e a t a c qu i s i t i on- $17,000 None K R

50. U. S . Government Bonds None K T

51. 10% minera l in teres t in2500 acres in Sect ions

Par ish , LA A roy. J W

Addi t ional minera l in t .in 2500 acres in ~

Concord ia Par ish , LA A roy. J W


16/20

A!DDENUDI/MPage i0 of 14 Pages

2009 FINA! qCIAL DISCLOSURE REPORT


BR/~4LETTE, DAVID C., III 4/26/10

VII q IN-VESTMENTS AND TRUSTS - income, val u e, t ransact ions.

A. B. C. D.Desc ription of Assets INCOME G ROSS VALUE TRANSACTIONS(incl ud ing trust assets) during at end of d u ring

r e p o r t i n g report ing report ingperiod Deriod period

( i ) ( 2) ( i ) ( 2 ) ( I ) If not exempt from discl osure( 2 ) (3 ) ( 4 ) (5 )

Amt. i Ty pe Val u e2 Val u e ~ y p e Date Value2 Gainl IdentityCod e Cod e Method 3 Cod e Cod e

25.52. Smith Barney Ac cou nt :

Nuveen Flagship Muni .Bond A i n t J TAmerican Fund s :Washington Mu tual Inv.

F u nd A div. K TU.S. Treas. Sec.

Str ipped In t . Pmt .Fixed Income none J TWor ld Wres tl i ng Fdn

Entmt, Inc. A div. J T

53 . 50% interest inGeoghegan Properties,L.P. C div. 0 T

54. 50% in t . in S .C.G.Properties, L. P. ,i nc lu d ing ~ i n t. i nlo t owned in Town ofWoodv i l l e beh indCommerical Row andbu i ld ing t he reon C Rent L T Rent 2009 J B e l l S o u t h

Four ac res of th is proper tywas taken in Eminent Eminent MS Dept . OfDomain proceedings Domain 10/14 L Transp.

55. 0.045% partnership int.in Wal te rs Group, Ltd . C div. L T

56 . 1/2 int. in Hard Times,Inc., E rent K T

57. 2/5 int. in ii~ !~~- -~ Wi l k insg~ Co~ i~y,MS - Va lu e a ta c qu i s i t i on (9 /9 7 )$88,000 None M R


17/20

ADDENDUMPage ii of 14 Pages

2009 FINAI~CIAL DISCLOSURE REPORT


BRAiVILETTE, DAVID C., III 4/26/10


A. B. C. D.Description of Assets INCOME GROSS VALUE TRANSACTIONS(incl ud ing trust assets) during at end of d u ring


( i ) (2 ) ( i ) ( 2 ) ( I ) If not exempt from discl osure( 2 ) ( 3 )

Amt. 1 Type Val u e2 Val u e Type Date Valu e2 Gainl IdentityCode Code Method3 Cod e Cod e

Addi t ional 20% int . in

i WilkinsonCounty, MS - 5 /02 None L R$75,000

58.

County , MS - 11/98 and3 /01 - Valu e a tacqu isition $300,000 None N R

59 . Regions Bank ( formerl yAmSouth Bank)Money Market Acc ount A div. K T

60 . 1/4 int . in 70 acres,

County, MS, known asthe Hunter Trac t -Value a t acquis i t ion(1970) $5 ,000 A rent J R

61. 50% in t . in Parce l No.

Woodv i l l e , Wi lk insonCoun ty, MS - Va lue a tacqu is i t ion (1997)$40,000 A rent K R

62 . Edward Jones Accou n t :Cash and Money Market A div. K T

63. 1/16th int. i__ ~_ n ii~ii ~

Wil kinson County, MS12 /2 0 00 - Va lu e a tacqu isition- 30,875 None K R


18/20





VII. IIqVESTMENTS AkrD TRUSTS - income, value, transactions.

A . B . C . D .

Description of Assets INCOME GROSS VALUE TRANSACTIONS(incl ud ing trust assets) during at end of dur ing


( I ) ( 2 ) ( I ) ( 2 ) ( i ) If not exempt from discl osure(2) (3) {4)

Amt. 1 Type Val u e2 Val u e Type Date Value2 Gainl IdentityCod e Cod e Method 3 Code Code

64 . Und iv id ed 67 ac re s in

County, MS 3/2000 -Value a t acquis i t ion

$67,000 None L R

65. 2/24 int. in !i~!!i~

Wil kinson County ,MS - 7/01 $I00,000 None L R

66. Undivided 10% of 2 /3int . in 1280 acres,

Wiki~S6{ c6~ty~ MS None K R3/02 - $30,231

67. Undivided in t . in

W il kinson Cou nty , MS None J R3/02 - $30,231

Undivided in t . in

Wil kinson County, MS None J R11/02 - $8,722

68. National FinancialServices, LLC (IRA) A Int. K T

69 . Munde r Funds ( Heal th -care Fund ) None J T

70. Britton & Koontz

Bank CD A Int. L T

71. United Nississipp~Bank CD A Int. L T


19/20

ADDENDUm4Page 13 of 14 Pages





A. B. C. D.Description of Assets INCOME GROSS VALUE TRANSACTIONS(incl ud ing trust assets) du ring at end of du ring

r e p o r t i n g r e p o r t i n g r e p o r t i n goeriod period period

( I ) ( 2 ) ( I ) ( 2 ) ( I ) I f n o t e x e m p t f r o m d i s c l o s u r e( 2 ) ( 3 ) ( 4 ) ( 5 )

Amt. 1 Type Value2 Val ue Type Date Valu e2 Gainl IdentityC o d e C o d e M e t h o d 3 C o d e C o d e

38.72. Undivided in teres t

in o i l , gas andother minera ls ( AlexVentress) -

Wil kinson County, MS C roy. J W

73 . 1/3 int. in 551 acresIn ~Wil kinson County, MSVale at acqu isit ion Hunting(2005) $250,000 B Lease N R

74. Inherited from Est.ofExxon Mobil A div. K TNBC Capital Corp.(Cadence) B div. K T

Norfolk Southern Corp. A div. J T

75. New Inves tment Accou nt- K M P, R idge l and S t oc ks :

Chevron A d iv. Buy 3/24 JSo ld 6 /5 J B

Dover Corp. A div. J T Buy 5/12 JSold 8/26 J

Ford ~otor Co. A div. J T

Ready Assets Fund B Div. L T

Garmin A div. J T Buy 8/26 JS o l d 11/2 JBu y 11/20 J

Microsoft Corp. A div. J T Buy 12/8 J

TEVA PharrnaCTCL A d iv. J T Bu y 9/21 J

Western Union A d iv. Bu y 5/12 JSold 8/26 J


20/20



Name of Person Repor t ing Date of Repor t



A. B. C. D.Description of Assets INCOME GROSS VALUE TRA~SACTIONS(incl ud ing trust assets) dur ing at end of d u ring


I f ) ( 2 ) ( i ) ( 2 ) ( i ) If not exempt from discl osure( 2 ) ( 3 ) (4) (5)

Amt. 1 Type Val u e2 Val u e q h r p e Date Value2 Gainl Identi~yCod e Cod e Method3 Code Code

~O~oAL FUNDS:48 .

Sector SPDR Energy A d i v. J T Bu y 6/23 J

So ld 9/21 J B76. ~ in teres t in Wilsonhouse , Woodv i l l e , MSValu e a t acqu is i tion -

$14,600) A Rent J R Bu y 1/ 3 J

77. 1/3 in t of 800acres (267 acres) inPhi l l ips County, TimberAmkansas None N R Sale 6/9 L Good Hope, Inc .

CropIncome 9/9 J Gene Johnson, J r.

78. Regions Bank - CD A Int. L T Redeemed 6/09 L

79. 10% w orking in terestIn o i l , gas and otherM i nera l p roduc t i on ,Peabody we l l i n Conco rd i a Oi lParish, LA L Int. N W

80 . Bri t ton & KoontzBank CD A Int. M T Bu y 1/ 9 M

Redeemed 12/7

81. Britton & KoontzBank CD A Int. M T Bu y 12/9 M

82 . Bri t ton & KoontzBank CD A Int. M T Bu y 2/ 3 M

83 . C onco rd i a BankCD A Int. M T Buy 2/9 M

84. Cadence Bank CD A Int. M T Buy 2/9 M

Redeemed 8/9 M

85. United MS Bank CD A Int. L T Bu y 9/9 L

Documents

David C Bramlette Financial Disclosure Report for 2009