myron j lorenz financial disclosure report for 2010

8/3/2019 Myron J Lorenz Financial Disclosure Report for 2010

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. Rev. "1/201 1;,. :;. . . ".1 FINANCIAL DISCLOSURE REPORTFOR CALENDAR Y EAR 2010Report Required by the E thicsin Government Act ofl978( S U . X C . ~ p . ~ " tOt-It t)

! . P e r s o n R e p o r t i n g ( l a s t n s m e , fi r s t , m i d d l e I n i t i a l )LORENZ, MYRON J.

4. Tit le (Art ic le I l l judges Ind icate act ive or senior s tatus;magis t rate judges indicate ful l - or par t - t ime)U.S. DISTRICT IUDGE, SENIOR

7 . C h a m b e r s o r O f l lc e A d d r e s sU.S. DISTRICT COURT940 FRONT STREET RM 5145S A N DIEGO CA 92101-8911

! 2. C~art ~r O r g a n i z a t i o nU.S. DISTRICT COURT, CASD

S a . R e p ~ T y p e ( c h e c k appropria te type)

] N~minatio~ Date

~b. [] Amended Rcpo~] Fin~l

D a t e e f R e p o r t05/2/20 i I

Repor t ing P e r i o d01/01/2010to12/31/2010

8 . O ~ t h e ~ o f t h e In f o r m a t i o n c o n t a i n e d I n t h h R e p o r t a m l n a ym~di l ical ious p e r t a i n i n g t h e r e t o , i t h , In my o p in ion , i a e~p t ta u c ewith app l i c ab le l aws and regu ia t iom.

I M P O R T A N T N O T E S : The instrucaon~ accompanying this form m+wt be followed. Complete all parts,checking the NO NE bax for eaeh part w~ere you h ave no reportable Information. Sign on Iggtpaga-

I . P O S I T IO N S . CR .porm., t .a~a.a o.~ .ee p~"-] N O N E ( N o reportable positions.)

P O S I T I O N N A M E O F ORGANIZATION/ENTITYI. TRUSTE E TRUST2. M E M B E R BO A RD O F A D V ISO RS O F M A RIN E CORPS RECRUIT D EPO T MU SEUM

& HISTORIAL SOCIETY3.

4.

5.

[~] N O N E ( N o reportable agreements.)P A R T I E S A N D T E R M S


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F I N A N C I A L D I S C L O S U R E R E P O R TP a g e 2 o f 7

N a m e o f P e r ~ o t ~ R e p o r l /n gL O R E N Z s M Y R O N J.

I lL N O N -I N V E S T M E N T I N C O M E . ~ R ,v o r a ,,SA . F il e r s N o n - In v e s t m e n t I n c o m eV~ ] N O N E (No reportable non-investme nt income.)

D A T E S O UR C E A N D 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 t m e n t I n c o m e - If you were ma rried dieing any partion of the reportitrg gear, tampictc rids sccdm.(Dollar amount not required exeept for honoraria.)

~ NONE (No reportable non-investment income.)

2.

3.4.

S O U R C E A N D T Y P E

I V . R E I M BU R S E M E N T S(Includes those to spouse and dependent children: see pp, 2J-2 7 of filing instrucHons.)

~ NONE (No reportable reimbursements.)S O U R C E D A T E S L O C A T I O N P U R P O S E I T E M S P A I D O R P R O V I D ED


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FINANCIAL DISCLOSURE R E P O R TPage 3 of 7

N , , m e o f P e r s o n P , , e p o r t in gLORENZ~ MYRON J,

~] N O N E (T g o reportable gift~.)SOURCE DESCRIPTION

I.2.3.4.

2.3.

4.5.

... CREDITOR DESCRIPTION VALUE CODE


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Name of Person Report ingLORENZ, MYRON J.

D a t e of Relmrt05/2/2011

V I I . I N V E S T M E N T S a n d T R U S T S - ~ ,, ,, ,, ,~ . , ~ t, ~ .~] N O N E ( N o reportable income , assets, or transactions.)

A. B. C.D c s c r i p t i o n o f , a . . s . s e ts( including t rus t assets)

Place *(X)" atlcr each assetexemp t f rom pr ior disclosurc

Income duringr~port~g periodi b . . . . .Amount [ Type ~.g.,Code ! [ d iv , ,r c n t ,

Gross value al cadof report ing period.......6 - - ] - ~ - ~ i . . . . . . . . . . . . . . . ~ ......Value I Value T y p c ( e . g . ,Code 2 |Mcthod b u y , s e l l,(J-P) | Code 3 r c d c m p t i o n ). . . . . . . . . w)_ . . . . . . . . . . . . . . . . . . . . . .

Tramact iotm dur ing rcp~ t ing IX:dad

I(I-P) (A-H)

(~I d e n t i t y o rbuyet~t lkr( i fpr i , r~:

I . WELLS FARGO BANK No ne J T2. TRUST # I3, - Pa rc e l # l , San Diego Coun ty , Ca l i f o r n i a

E lnt ./Div.None

PI TW

4. - HIGHLAND FLOATING RTC- BANK DEPOSIT PROGRAM (MORGANSTANLEY)- MU K IETTA VY CALIF SCH DIST.CTFS PARTN CALLABLE- UNIVERSITY OF CAL. CTFS Redeemed 01/04/10 K- CALIFORNIA EDL FACS AUTH REV Bu y 12/0~/10 K- SAN DIEGO CAL GEGL BLDG AUTHLEASE REV

Buy01/21110 L1 0 . - FIDELITY PRIME FUND CAPITAL RESI I. - AMERIC AN CAP WRLD GR & I N C1 2 . - AMERICAN INV CO OF AMER1 3 . - PALOMAR POM ORADO HEALTH1 4 .

1 5 .

1 6 .

1 7 .

- SANTA CLARA VALLEY WATERD I S T .- UNIVERSITY OF CAL. R EV-LOS ANGELES CAT~iF HBR DEPT REV Bu y 01/20/10 K-VISTA CALIF CTFS PARTN COPS CAP Buy 02/I 1/10 K

L Income Gain C o d e s :(See Columns O l and D4)

2, Value Codea(See Columns C l and D3)

3. V a l u e Method C ~ d e s( S e e C o l u m n C 2 )

F = $50,001 - SI00,0O0 G =$100.001 - SI.000.OO0 HI --$1.0~0,001 - SS,0O0,000J =2515,000 or less K =$15,001 -$50.000 L -$50.00!. $100,000N = $ 2 5 0 . 0 0 1 - $ 500,000 O = $ S I X L 0 0 1 - $ 1 . 0 O O . 0 O O PI = $ I . 0 0 0 . 0 0 1 -P3 - ~ 2 5 , 0 0 0 . 0 ~ I * $50.000.000 P4 - M o r e t h a n SSO,fl00.000Q -Appra i s a ! R =Cost " (Rea! E , aa t e amy) S =AssessmentU ~Book Va lue V = 4 3 1 h e t " W =Er, timated

D , ~ f , o O IH 2 = M e r e t~ a a $ 5 , 0 0 0 . 0 00M . ~ l O G . f i G | -P 2 , . ~ . 0 0 0 . f l 0 1 - 5 2 5 , 0 0 0 . 0 O O


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N a m e o f P e r s o n R e p o r t i n gL O R E N Z , M Y R O N J .

D a t e of Repor t05/2/2011

V l I . I N V E S T M E N T S a n d T R U S T S - i , . ~ , , . , . o . . ~ ,~ . . ~ . o . . , o ~ a ~ a , ,a . ~ ~ h ~ . o t s p o , ~ , ~ ~ , ~ , ~ . ~ e , ~ ~ U , .. ~ ~ , ~ p~ 3 .~o o m i .g ~ t ,-~ .~o ,~ )-"] N O N E (No reportable income, assets, or transactions.)

: .................. AI ............... i . . . . . . . ~. .. . . . . . . . i . . . . . . . . : ............................................................Description of A~ts ~ l n co tm: du r i ng [ G r o s s value at end(including tarsi as,~s) i reporting period o f r e p o r t i n g p c x lo d. ~- ( " - ) - ! . . . . . . . ~~ ) . . . . . . . . . ( ~ . . . . . . l . . . . ~i .......~ii .....Place (X)" after each asset Amount ! Type (c.g., Value Value Type (e.g.,exempt from prior di~losta~ ! Code I div., rent, Code 2 Medmd b u y ,

t (A-H) [ or int.) { (J.p) [ Code 3 r e d e m p t i o n )

Transactions during reporting period. . .. i~ -T- - l -O -~-~ - - ( , -~ - . . . .. . .. . . .. . .

1 8 , -DAVIS NEW YORK VENTURE Bu y 12/21/10! J19. IRA# I D l n t JDiv. M T20 . - O P P E N H E I M E R G L O BA L F D C L B

21 . - D A V I S N E W Y O R K V E N T U R E22 , - S PE C T R UM A S S E T M G M T M O R G A NS T A N L E Y23. IRA ~-2 A I n t . / D i v . K T

Sold 12/21/10

24 . - M S LIQUID ASSET FUND25 . - A M E R IC A N I N V C O O F A M E R26 . - A M E R I C A C A P W R L D G R & IN C C

I . Incom e Ga in Codes : A =$1.000 m " ~ B ---$ 1,001 - ~2.500(See Columns B I and D4) F =$50.001 - $ | 00.000 G = $100,001 - SI.000,0002. Value Cod~ I -$ I .~.000 et ~ K =$ I 5.001 - $50.000 1 =$50,001 -(See Columns CI and DY} N .~30.f lO I - $5 00.000 O - - - - $ 5 0 0 . 0 0 1 - t 1 . 0 0 0 . O 0 0 PI =$ 1.000.001 - $5.000.000 P2 ,~5.000.001 - $25.000.000

P3 ~;25.000.001 - 5,50.000.000 P4 =Mo~e t l~n3 . Va lue Me thod Codes Q =~1 R --Cost (Real E~tate Only) S =A ~ s e s t me m(See Column C2) U =Book Va lue V =Other W ~ Est imat ed


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F I N A N C I A L D I S C LO S UR E R E P O R TP a g e 6 o f 7

N a m e o f P e r s o~ ReportingLORV_,NZ,~ MYRON J.

D a t e o f R e p o r t0512/20

V I II . A D D I T I O N A L IN F O R M A T I O N O R E X P LA N A T I O N S . a n d l e~ to ,~ o f ,~ p o ,oPar t VII, l ines 2-18, l ines 19-22, and l inr . s 23-26 , Ass~ t .~ repor ted pursu ant to the "Ag grega te Own ersh ip Arrangem ent"Par t VII, l ine l8 and 21 (Represents par t ia l W ansfe r f rom IRA #1 to Trust)


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F I N A N C I A L D I S C L O S UR E R E P O R TP a g e 7 o f 7

Name of Person Report ingL OR E NZ ~ MYR ON J .

D ~le of ]lepo~05/2/2011

IX. CERTIFICATION.! c e r ti f y t ha t a l l in f o r m a t i o n g i v e n a bo ve ( in c l u d i n g I n f o r m a t i o n p e r t a i n in g t o m y s p o u s e a n d m i n o r o r d e p e n d e m t c h i k lr e n , i f a n y ) i sa c c u r a t e , t ru e , a n d c o m p l e t e t o t ie b~ t o f m y kn o w l e d g e a n d b e l i e f , a u 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 ld 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 t u t o r y

p r o v i s i o n s p e r m i t t in g n o n - d i s c tm a r e .! f u r th e r c e r t if y t h a t e a rn e d [ a c t ,m e f r o m o u t s i d e e m p l o ym 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 l f ts w h i c h h a ve b e e n r e p o r t e d a r e i ncom p l i an ce w i th the p r ov i s i o n s ~S U.S .C. app . 501 e t . s eq . , 5 U.S .C. 7353 , and Jud i c i a l Con f e r en ce r eg u l a t i o n s .

NOTE: ANY INDIVIDUAL W HO K NOW INGLY AND W ILFULLY FALSIFIES OR FAILS TO FiLE THIS REPORT M AY BE SUBJECT TO CIVILAND CRIMINAL SANCTIONS (S U.S.C. app . 104)

Com m i tt e e on F i nanc i a l D is c l o s u r eAdm in i s t ra t ive Of f i c e o f t he Un i t ed S t a t e s Cour t sSui te 2-301One Colum bus Ci r c l e , N.E .W ash ing t on , D.C. 20544

myron j lorenz financial disclosure report for 2010

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