myron j lorenz financial disclosure report for 2009

8/3/2019 Myron J Lorenz Financial Disclosure Report for 2009

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A n i0 FINANCIAL DISCLOSURE REPORT R e p o t , R e q u i r e d b y t h e E t h i c sin Government Act of 1978R e v . t / 2 0 1 0 F O R C A L E N D A R YEAR 2009 ( s u . s . c , a p p . . ~ . ~ " l O i - t H )!. Person R eporting (last namc, firsl, middle initial) L C ourt or Organization 3. Date of ReportLORENZ. MYRON J. U.S. DISTRICT COURT, CASD 5112/2010

4. Title (Article 11 1 judges indicate aelive or senior stares: 5a. Report T ype {check appropriale type) 6, Reporting Periodmagistrate judges indicate full- or pard-time) [] Nomiaalion, Date 01/01/2009U.S. DISTRICT JUDGE, ACTIVE [] Initial [] Annual [] Final to12/31/2009

5b. [] .Mnended Report7. Chambers or Office Address 8. On the ba sis of the information contained in this Report and an ymodifications pertaining thereto, it is, in my o pinion, in complianceU.S. DISTRICT COURT with applicable laws and regulations.940 FRONT STREET RM 5145SAN DIEGO CA 92101-8911 Reviewing nift ier Date

L~IPOR TANT N OTES: Th e instructions accompanying this form must be followed. Complete all parts,checking the NONE box for each part where you have no reportable information. Sign on last pag~

I . P O S I T I O N S . ( ~ e ~ o , t i , ~ i.dh,idual nnO,; se e pp. 9-13 of filing instructions.)[ ~ ] N O N E (No reportable positions..)

PO SITIO N N A M E O F O R G A N I ZA T I O N / E N T IT ~1 . T R U S T E E TRUST2. MEMBER BOAR D OF AD VISORS OF MARINE CORPS RECRUIT DEPOT MUSEUM& HISTORIAL SOCIETY

I I . A G R E E M E N T S . ~ , ~ . i . ~ indivldual only; see pp.14-1~ oZfiling instructions.)

P A R T I E S A N D T E R M SI.


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FINANCIAL DISCLOSURE REPOR T NameofPerson Reporting I DateofRe~,ortPage 9_ of 7 LORENZ, M Y R O N J " 1 5 ! 1 2 ! 2 0 1 0A. Fliers Non-Investment Income

N O N E (No reportable non-investment income.)DATE SOURCE AND TYPE

(you~, not spouses)

2.3,

B . S p o u s e s N o n - I n v e st m e n t I n c o m e - if you were married during anyzao~ion of the reporting year, complete thiv section.(Dollar amours! no l required excel;l for honoraria~)

N O N E (No reportable non-investment income.)SOURCE AND TypE

1.

2.

3.

I V . R E I M B U R S E M E N T S - - ,, ~ ,p o r , ~ ,i o .. lod~.g.[oo~, en,er,a~ . . .. ~(Includes those to spot se and dependent children. e~e pp. 25 -270[-~ling it~tructior~ )

N O N E (No reportable reimburxements.)~ ~ LOCATION PURPOSE ITEMS PAID OR PROVIDED

I.

2.3.4.5.


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FINANCIAL DISCLOSURE REPORT] Name of Person Report ing

Dale of Repo!!Page 3 of 7 L O n E N Z , M Y n O N J. 5 / 1 2 / 2 0 ~ 0

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

I.2.

4.5.

VI.[-~ N O N E (No reportable liabilities.)

C R , I ~ D I T Q R DESCRIPTION VALUE CODE1.2.3.

5,


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FINANCIAL DISCLOSURE REPOR T r ~ . m e o f P e r s o n R e p o r t i n g D a t e o f R e p o ! !Page 4 of 7 L O R E N Z , M Y R O N J . 5 / 1 2 / 2 0 1 0

V I I . I N V E S T M E N T S a n d T R U S T S - into . . . . I .e, tra . . . .. . l ions (Includes those of spou . . .. d d ependent children; see pp. 34-60 of f i l ing instructions.)NONE (No reportable income, assets, or transactions.)

D e s c r i p t io n o f A s s e t s ! l n . ~ o m e d u r i n ~ G r o s s v a l u e a t ~ n d T r a n s a c t i o n s d u r i n g ~ 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 t w t i n g p e r i o dP 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 Value T y p e ( e . g . , [ Date Value ~ Gaio I d e n t i t y o fe x e r a p ! f r o m p r i o r d i s c lo s u r e : Code 1 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, ~ [ m m ~ d d / y y [ C o d e 2 ! C o d e l i buyer/seller

i ! ( . I - P ) i (A-H} i ( i f p r i v a , eA - H ) o r i n ! . ) ( J - P ) Code(Q.W)3r e d e m p t i o n ) ! ! i [ t r a u s a c t i o n1, W E L L S F A R G O B A N K None J T

] 2. TRUST # 1 E Int./Div. P1 T

3. - Parcel # 1, San Diego County, California None W4. - HIGHLAND FLOAT1NG RTC5. - BANK DEPOSIT PROGRAM (MORGAb;STANLEY)6. - M[JRIETTA V~ CAL IF SCH DIST.CTFS PARTN CALLABLE7. - UNIIVERSIT OF CAL. CTFS

8. - CALIFORNIA EDL FACS AUTH REV B uy 5/16/09 J9. Redeemed 12/I/09 L

1 0 . - PR./ME FUND

I I. - AMERICAN CAP WRLD GR & tNC1 2 . - AMERICAN INVCO OF AMER1 3 . - PALOMAR POMORADO HEALTH B uy 12/29/09 K1 4 . - SANTA CLARA VAI_I ,E WATER B uy 11/16/09 KDIST.1 5 . - UNIVERSITY OF CA L. REV B uy 6/17f09 K

1 6 . IRA # I D lot.IDly. M T1 7 . - W E L L S F A R G O C A P X V Sold 8 1 1 4 / 0 9 K D

(See Co]umns BI and I)4) F =$50,001 + $ 1(~0,600 G -~il00.00l - $1.000.000 HI =$l.000,00[ - $5,000.000 H2 = Morn Ikan $5.000.0002. Value Codes J =$15.0~J or less K = $ 15.001 - $ 50,000 L = $ 50.001 - $10(I.000 M = $100.001 -(See Colum ns C t an d D3 ) N = $2 50 ,0 01 - $ 50 0.0 00 O =$500,00 [ - $ t ,000.00{) PP3 =$25.1~O.001 - $50,00~.000 P4 =More than $ 50,000,0003. Value Method Co.des Q =Appai~al R -~osl (Real IlL.ate Only) S =Assessment T =(~at.,h Marl, el(See Colt!ran (T2) U =tk)ok Valu~ V =O~hcr W =Es6matcd


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FINANCIAL DISCLOSURE REPOR T ~ .... feerson Reporting Date of Report [Page 5 of 7 LORENZ, M Y R O N J . 5 / 1 2 / 2 0 1 0

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 ~ , e , , ~ l u e , t . . . . .. tio.s ancludes those of sp ...... d dependent children; see pp. 34-60 of filing instructions.)N O N E (No reportable income, ~,sets, or transaction.)

D~seription of Assets ~ lncom~ dung [ Gross valu~ ~ end Tt~clions d~ng repoming period(i~cl~ing ~st ~s ) ~ mpoming ~ I of ~ e p o n i n g p ~ r i o ~P[aee"(X)"a~er*achasset ~Amount ~ Val~ Value Type(e.g., ~ Date ~ Value Gainexempt from prior disclos~e Cod~ 1

Ty~ (e.g., Identity ofdiv., ~nt, Code 2 Meth~ buy, sell, ~ ~d~ Co~ 2 ~ C~e 1 buyer/seller[(A-H) [ orint.) ] (J-P) Code3 r~empfign) ] (J-P) ~(A-H) (if private

1 8 . - J P M O R G A N C H A S E & C O . Sold 8/14/09 K B1 9 . - OPPENHEIMER GLOBAL FD CL B

2 0 . - D A V I S N E W Y O R K V E N T U R E2 1 . - PLUS ON SPX MORGAN STANLEY B uy 1 " 1 2 3 1 0 9 L2 2 . Sold 7 / 2 8 1 0 9 L D2 3 . - SPECTRUM ASSET MGMT MORGAN B uy 0 8 / 1 7 1 0 9 MSTANLEY2 4 . IRA # 2 A I n t . / D i v . K T2 5 . - MS LIQUID ASSET FUND2 6 . - AMERICAN INV CO O F AMER2 7 . - AMERICA CAP WRLD GR &INC C

1. Income Cain Codes: A ~$1.0~0 or less B =$1.001 - $2,50~ C =$2,501 - $5,006 D =$5,001 - $15,000 E =$15,0OI - $5.O,000(Sec Cohunns B I and D4) F ~$50,001 - $100,000 G =$10~}.001 - $1,000,000 [ ti =$ 1 ,0 00 ,1 [~ 1 - $ 5, 00 0, 0~ 0 t l2 = Mo re th an2 Value Codes J = $15,000 D r less K = $ 15,001 - $ 50,000 L. = $50,001 o $100.000 M =$|00,0OI - $250.000(See Co lum ns CI and D 3) N - $2 50,00 1 - $ 50 0,0 00 O --$51~,0OI - $1,000,000 PI =$1,000,001 - $5,000,00~ P2 =$5,0~O.001 - $25.00~,000P3 = $ 25.000,001 - $ 50.00~,000 P4 = More than $ 50,000.0003. Value Method Codes Q =Appraisal R =Cost (Real E$lalg O~ly) S =Assessment T =C ~h M ark etIScc Column C2) U = B ook V alue V ~)th~ W ~Estimated


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Page 6 of 7 i .O R E N Z , M Y R O N J . 5 / 1 2 / 2 0 1 0VIII . ADDITIONAL INFORMATION OR EXPLANA TIONS.

Part VH, lines 2-15, lines 16-23, and lines 24-27, Assels reported pursuanl to the "Aggregate Ownership Arrangement" rules.


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FINANCIAL DISCLOSURE REPOR T N a m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r tI

Page 7 of 7 L O R E N Z , M ~ q R O N J . 5 , q 2 / 2 0 1 0IX. CERTIFICATION.

i certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) isaccurate~ true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutoryprovisions permitting non-disclosure.I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are incompliance with the provisions of 5 U .S.C. app. 501 eL seq., 5 U.S.C. 7353, and Judicial Conference regulations.

N O T E : A N Y I N D I V ID 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 I S R E P O R T M A Y B E S U B J E C T T O C I V I LAND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

F I L IN G I N S T R U C T I O N SMail signed original and 3 additional copies to:

Com mittee on Financial DisclosureAd ministrative Office of the United States Co urtsSuite 2-301One Columbus Circle, N.E.Washinglon, D.C. 20544

myron j lorenz financial disclosure report for 2009

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