Professional Documents
Culture Documents
Rev. t/2010
!. Person Reporting (last namc, firsl, middle initial) LORENZ. MYRON J. 4. Title (Article 111 judges indicate aelive or senior stares: magistrate judges indicate full- or pard-time) U.S. DISTRICT JUDGE, ACTIVE
5b. [] .Mnended Report 7. Chambers or Office Address U.S. DISTRICT COURT 940 FRONT STREET RM 5145 SAN DIEGO CA 92101-8911 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. Reviewing niftier Date
L~IPORTANT NOTES: The 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~
POSITION
1. TRUSTEE
2. MEMBER
NAME OF ORGANIZATION/ENTIT~
TRUST
BOARD OF ADVISORS OF MARINE CORPS RECRUIT DEPOT MUSEUM & HISTORIAL SOCIETY
II. AGREEMENTS. ~,~.i.~ indivldual only; see pp. 14-1~ oZfiling instructions.)
Lorenz, Myron J.
NameofPerson Reporting
DateofRe~,ort
5!12!2010
DATE
2. 3,
B. Spouses N on-Investment Income - if you were married during anyzao~ion of the reporting year, complete thiv section.
(Dollar amours! nol required excel;l for honoraria~)
3.
LOCATION
PURPOSE
Dale of Repo!!
5/12/20~0
I. 2.
4. 5.
VI.
[-~ NONE (No reportable liabilities.)
CR, I~DITQR
1. 2. 3.
DESCRIPTION
VALUE CODE
5,
Date of Repo!!
LORENZ, MYRON J.
5/12/2010
VII. INVESTMENTS and TRUSTS - into .... I.e, tra ...... lions (Includes those of spou .... d 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 exerap! from prior disclosure ! . ln.~ome durin~ reporting period Gross value at ~nd of reptwting period Value Code 2 (J-P) Value Method Type (e.g., buy, sell, redemption) Code(Q.W)3 T T W Transactions during ~eporti.ng period
WELLS FARGO BANK TRUST # 1 - Parcel # 1, San Diego County, California - HIGHLAND FLOAT1NG RTC - BANK DEPOSIT PROGRAM (MORGAb; STANLEY) - M[JRIETTA V~ CALIF SCH DIST. CTFS PARTN CALLABLE - UNIIVERSIT OF CAL. CTFS - CALIFORNIA EDL FACS AUTH REV E
J P1
Buy Redeemed
5/16/09 12/I/09
J L
- PR./ME FUND - AMERICAN CAP WRLD GR & tNC - AMERICAN INVCO OF AMER - PALOMAR POMORADO HEALTH - SANTA CLARA VAI_I,E WATER DIST. - UNIVERSITY OF CAL. REV IRA # I - WELLS FARGO CAP XV D lot.IDly. M T Sold 8114/09 K D Buy Buy Buy 12/29/09 11/16/09 6/17f09 K K K
(See Co]umns BI and I)4) 2. Value Codes (See Columns C t an d D3 ) 3. Value Method Co.des (See Colt!ran (T2)
F =$50,001 + $1(~0,600 J =$15.0~J or less N = $250,001 - $500.000 P3 =$25.1~O.001 - $50,00~.000 Q =Appai~al U =tk)ok Valu~
G -~il00.00l - $1.000.000 K =$15.001 - $50,000 O =$500,00 [ - $ t ,000.00{) R -~osl (Real IlL.ate Only) V =O~hcr
T =(~at.,h Marl, el
~ ....
feerson Reporting
Date of Report
Page 5 of 7
LORENZ, MYRON J.
5/12/2010
VII. INVESTMENTS and TRUSTS - i.co~,e, ,~lue, t ...... tio.s ancludes those of sp ...... d dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, ~,sets, or transaction.)
D~seription of Assets ~ lncom~ dung [ I Gross valu~ ~ end of ~eponing p~rio~ Value Meth~ Code3 Type(e.g., buy, sell, r~empfign) Tt~clions d~ng repoming period
mpoming ~
Ty~ (e.g., div., ~nt, orint.)
Date ~ ~ ~d~ ]
18. 19. 20. 21. 22. 23. 24. 25. 26. 27.
- JP MORGAN CHASE & CO. - OPPENHEIMER GLOBAL FD CL B - DAVIS NEW YORK VENTURE - PLUS ON SPX MORGAN STANLEY
Sold
8/14/09
Buy Sold
L L M D
- SPECTRUM ASSET MGMT MORGAN STANLEY IRA # 2 - MS LIQUID ASSET FUND - AMERICAN INV CO OF AMER - AMERICA CAP WRLD GR &INC C A Int./Div. K T
Buy
1. Income Cain Codes: (Sec Cohunns B I and D4) 2 Value Codes (See Columns CI and D3) 3. Value Method Codes IScc Column C2)
A ~$1.0~0 or less F ~$50,001 - $100,000 J =$15,000 Dr less N -$250,001 - $500,000 P3 =$25.000,001 - $50.00~,000 Q =Appraisal U =Book Value
B =$1.001 - $2,50~ G =$10~}.001 - $1,000,000 K =$15,001 - $50,000 O --$51~,0OI - $1,000,000 R =Cost (Real E$lalg O~ly) V ~)th~
C =$2,501 - $5,006 [ti =$1,000,1[~1 - $5,000,0~0 L. =$50,001 o $100.000 PI =$1,000,001 - $5,000,00~ P4 =More than $50,000.000 S =Assessment W ~Estimated
D =$5,001 - $15,000 tl2 =More than M =$|00,0OI - $250.000 P2 =$5,0~O.001 - $25.00~,000 T =C~h Market
E =$15,0OI - $5.O,000
Page 6 of 7
i.ORENZ, MYRON J.
5/12/2010
Date of Report
LORENZ, M~qRON J.
5,q2/2010
I
i 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 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 eL seq., 5 U.S.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS 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. Washinglon, D.C. 20544