Skip to content

Judicial Watch • Howard A. Matz – 2012

Howard A. Matz – 2012

Howard A. Matz – 2012

Page 1: Howard A. Matz – 2012

Category:Federal Judges

Number of Pages:11

Date Created:January 3, 2014

Date Uploaded to the Library:May 22, 2014

Tags:alliancebemstein, Apprec, Wealth, Howard A Matz, Howard, Assessment, Estimated, 2012, assets, spouse, transactions, Codes, reportable, reporting, report, Federal Judge, income, Judge


File Scanned for Malware

Donate now to keep these documents public!

  • demand_answers

See Generated Text   ˅

Autogenerated text from PDF

Rev. 112013 
FINAL FILING U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Matz, Howard Court Organization Central District California Date Report 05/14/2013 Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge -Senior  Sa. Report Type (check appropriate type) Nomination Date Initial Annual Sb. Amended Report Final Reporting Period 01/01/2012 03/31/2013 Chambers Office Address 
U.S. District Court 312 Spring Street, Room 170 Los Angeles, 90012 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. POSITJ NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Co-Trustor and Co-Trustee 

Trust 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 

Matz, Howard 
05/14/2013
III. 0N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income [{] NONE (No reportable non-investment income.)  
SOURCE AND TYPE  INCOME (yours, not spouse's) Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[{] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 
IV, REIMBURSEMENTS transportation, lodging,food, entertainment.
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[{] NONE (No reportable reimbursements.) 

Date Report 
Matz, Howard 
05/14/2013 GIFTS. (lncl11des those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR 
DESCRIPTION VALUE CODE 

Matz, Howard 
05/14/2013 
VII. INVESTMENTS and uSTS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trnst assets)  reporting period reporting period  

(2) (I) 
(I) (2) (3) (4) 
(5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

TRUST THREE Int./Div. AllianceBemstein Tax Mged  Sold (part)  01/12/12 AllianceBemstein Tax Mged  Sold (part)  03/8/12 AllianceBemstein Tax Mged  Sold (part)  04/12/12 AllianceBemstein Tax Mged  Sold (part)  07/26/12 AllianceBemstein Tax Mged  Sold (part)  11/06112 AllianceBemstein Tax Mged  Buy  12/21/12 IRA ONE Int./Div. AllianceBemstein Wealth Apprec  Sold (part)  01/12/12  
10. AllianceBemstein Wealth Apprec  Buy  04/12/12  
11. AllianceBemstein Wealth Apprec  Sold (part)  07/26/12  
12. AllianceBemstein Wealth Apprec  Sold (part)  11/06112  
13. All ianceBemstein Wealth Apprec  Buy  03/08112  
14. All ianceBemstein Wealth Apprec  Buy  12/19/12  
15. IRA TWO Jnt./Div.  
16. AllianceBemstein Wealth Apprec  Sold (part)  01/12/12  
17. AllianceBemstein Wealth Apprec  Sold (part)  04/12/12 Income Gain Codes: 41.000 less I.00  $2.500 =$2.501 -$5,000 =$5.001 -$15,000 =$15.001 -$50.000  
(Sec Columns and D4)  f=$50.00J -$100.000 =$100,001 -$1,000.000 =$1,000,001 -$5.000,000 =More than $5.000.000 Valm! Codes =$15.000 less =$15,001  $50,000 =$50,00 -$100.000 =$100.001 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000 =$500,001 -$1,000.000 =$1,000,001 -$5,000.000 =$5.000.001 -$25.000.000  
1'3 =$25.000.00  $50.000.000 =More than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

Matz, Howard 
05/14/2013
VII. INVESTMENTS and TRUSTS --income, va111e, transactions r1nc111des those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including tmst assets)  reporting period reporting period  

(I) (2) (2) (2) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell, mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  (J-P)  (A-H)  (if private  

transaction) Income Gain Codes: =$1.000 less =$1,001  $2,500 =$2,501  $5.000  D=$5,001-$15,000  E=$15.001 $50.000  
(SecColumns and D4)  F=$50.001  $100.000 =$100.001 -$1.000.000 =$1 ,000,001. $5.000.000 =More than $5,000,000 Value Codes =$15.000 less =$15,001 -$50,000  L=$50,001 -$100,000 =$100,001 -$250,000  
(Sec Columns and D3)  N=$250.00 -$500.000  0=$500,001  ,000.000 =$1,000.001 -$5,000.000 =$5,000,001 -$25,000,000  
1'3 =$25.000.001 -$50.000.000 =More than $50,000,000 Value Mc1hod Codes  Q=Appraisnl =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column Cl)  U=Book Value  V=Other  W=Estimated  

Matz, Howard 
05/14/2013
VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children; see PP 34-60 ft/inc instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end (including trust assets) reporting period ofreporting period 
Transactions during reporting period 

(I) (2) (I) 
(1) 
(3) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) Income Gain Codes: =$1.000 less =$1.00 -$2,500  c=$2,501 -$5,000 =$5,001 -$15,000 =$15.001 -$50.000  
(Sec Columns and 04) =$50.001  $100.000 =$100.001 -$1.000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes  J=$15.000 less =$15,001 -$50.000  L=$50,001 -$!00,000 =$!00,001 -$250,000  
(Sec Cohnnns and 03) =$250.00  $500,000  0=$500,00I -$1.000.000 =$1 ,000,001 -$5,000,000 =$5,000.001 -$25,000.000  
1'3 =$25.000.00  $50,000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only)  S=Assessment =Cash Market  
(Sec Column C2) =!look Value =Other  W=Estimated Income Gain Codes: =$1,000 less =$1,001 -$2.500 =$2,501 -$5,000 =$5,001 -$15,000 =$15.001 -$50.000  
(Sec Columns and 04) =$50.001 -$100.000 =$I 00,00 -$1.000.000 =$1,000,001 -$5.000.000 =More than $5,000.000 Value Codes =$15,000 less =$15,001 -$50.000 =$50,00 -$100.000 4100.001 -$250,000  
(Sec Columns and 03) =$250.00 -$500.000 =$500,001 -$1.000.000 =$1,000,001 -$5,000.000 =$5.000.001 -$25,000.000 =$25.000.00 -$50.000.000 =More than $50.000.000 Valu Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

Matz, Howard 
05/14/2013

VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 ting instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period Value Mclhod Codes Q=Appraisal =Assessment (Sec Column C2) U=Book Value V=01hcr W=Estimated 

Matz, Howard 
05/14/2013
VII. INVESTMENTS and TRUSTS --income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instmctions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  

(I) (2) (I) (2) (3) 
(4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  (J-P)  (A-H)  (if private  

transaction) 
86. Montclair  Sold  01109112  
87. Temecula  Redeemed  09/04/12  
88. Encinitas SPL Tax  Redeemed  09/04/12  
89. Cupertino  Redeemed  06112112  
90. BonitaCyn  Redeemed  03101112  
91. Calif. Health 5.375 8/15/30  Redeemed  02115112  
92. Cal EDL 5.25 4/01124  Redeemed  01/18/12  
93. TRUSTN0.6  Interest  
94. TIAA-CREF  Interest  
95. Israel Bonds  Interest Income Gnin Codes: =$1.000 less  B=$1,00l -$2.500  c=$2.501 -$5,000 =$5.001 -$15,000 =$15.001 -$50.000  
(Sec Columns and D4)  F=$50.001 -$100.000 =$100.001  $1.000.000.  Ill =$1.000.001  $5,000.000 =More than $5,000.000 Value Codes  J=$15.000 less =$15.001  $50.000 =$50.001  $100.000 =$100,001  $250,000  
(Sec Cohmms and 03) =$250.00  $500.000  0=$500.001 -$1.000.000 =$1.000.001 -$5,000.000 =$5.000,001  $25,000.000  
1'3 =$25.000.00  $50.000.000 =More than $50.000.000 Value Mclhod Codes =Appraisal =Cosl (Real Estale Only) =Assessment =Cash Market  
(Sec Column C2) ==Book Value =Other =Estimated  

Name Person Reporting 
Date Report 
Matz, Howard 
05/14/2013

M;atz, Howard 
05/14/2013
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statuto'ry provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions of5 U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

Signature: Howard Matz 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544