Skip to content

Judicial Watch • Howard A Matz Financial Disclosure Report for 2003

Howard A Matz Financial Disclosure Report for 2003

Howard A Matz Financial Disclosure Report for 2003

Page 1: Howard A Matz Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:17

Date Created:February 2, 2005

Date Uploaded to the Library:November 13, 2013

Tags:commm, cammon, RBDEMP, Commaa, Cammm, Valua, Howard A Matz, dividmd, trust, 2003, EPA, TRUSTS, dividend, Financial Disclosure, ICE, CIA, Judge


File Scanned for Malware

Donate now to keep these documents public!

  • demand_answers

See Generated Text   ˅

Autogenerated text from PDF

--_..,.. --r.
CE'iTRAL DISTRlCT u"'N!tED ST.ATES COURTHOUSE 312 SPRING STREET LOS 
(213)894-5290 
10,2004 
Hon. Mary Lisi, CJaix 
Judicial CanfereoCe the United States 


One Columbus Circle, N.B. 
Washington, D.C. 20544 
JU:Aiulual F11Ul11Cial DisclosJlnlleportfor YllD'l003 

Dear Judp Lisi: notpossible for meto place given year's entry the same nmnbercc:Uine tbat entrywas pJaced the previous year:. assist the COmmittec, howcvC:r, have eompieted cross:tefercnce chart, 1bllows. 
Lines Lhles 
2002Report 200Repoit 
IRARolloyerAccollDt 185-213 135-161
 
Tmst One ,,.,, 142-184 99-134 -.,,. -.... TmstTwo/ 122-lAO --162-186  
- 
'liiJstThree ,,-....  !);-106 -1-83. . 
1-S 187-191 
--. 
6-7 
84-98

TrustFive.,......... 
IRAstandr 107-121 

194

Sherboume _,,,. 

195 141 
Hon. Mary Llsi, Chair yl0,2004 
Pagc2 
Unfortunately, the person respons1."'ble forproviding the infonnation about T:ruSt Thiee and IRAs One. and TwO did not follow instructions, and thus did not aggregate the entries.. 
 
That why there are entries columns and for each stock. arting period IJOt m:mpt frorq disclosm'e 
(1) (:I) (1) (2) (1) Place "(X) :dler ada ISllll m:mpt liom. prier didcime DNONE (No....-m-..111811,ar) TR.USTNO. 1EREB  .Amaual Code (A-H)  (e.g.dlY. mat.or int.)  Valua Code2 (J-P)  Value Mctlmd Codo3 (Q-W)  ,.,.,. (e.g. blaJ,1111. -.r.  Diie: MGlldl- Valua Codol (J-P)  Cadet (A-B)  IdcatityoC buyi:r(sck(lf'privamtral!Adima)  
ADC  Commall Cl'nut)  Adna Inc. NcwCommoll (nmt)  Sell  7111  Aatna Inc. New Commmi. {nwlt)  Sell.  7/18  

 Electrlc:Powcr Co. Caaimm AmJw Blectraaica IDc.. Commm (Trust) A'YllCtim:. Commcm (Trust) 
.i. Bank Amcdca Corp. Commaa (rzust) DiYidcad" Bank Ono Coxp. (l'mat) Dmdcnd Sell 1129 
10.  CalifrmiiaM'mric:ipa' (I'mst) Dividmd M Buy 1215 
11. Bcmstein Mmdc:ipal (Tmst) Sell 118 
Bemsmia Califbmia Mmdcipal (Trust) Sell -Y-4

'13.  Bcmstaia CaJifonda Mmdc:ipal (l'mst)  Sell  119  
14.  _BcdlateiD.Califilmia Municipll ('Imst) Sell  10/10  
15.  BemStemP.mergingMadmla (Tmst)  I>iYidc:nd  
16.  BcmsteiJlTax-Mmapcl (Truat)  Dmcfml  
17. 18.  B1lrlingtoa.Nodhcm Santa Common (Tiut) -Bmlingtm Noltflml ma P'e Common (l"mst)  A  DiWlcad  Sell Sell  7123 llVlO iJ.'l. 'll.".L J.....' 1-.L-U:::i L!..i.-< ..:...: !_)_._;_..!, :2of11 
5/10/2004 VIl. .INVESThIE1'rTS and TRUSTS -income, vaiua. ttlUISl:alilms flll1:illdcs llulse oitho spouse am1dqlcnc1=tt diildn:n. Seo pp. 34-s1 of.filing :nsin.:nons.) lm:aDll duriDg Gmss wlllc T.rama:lioaa during reporting period 
Descriptiml Asscm 
n:po:tillg period nrparliar pc:r.iod 
(iacalding tmsr aue!S) DOt CICll!pt iOlll
(1) (2) (1) (7) (1) 
P!ICll "(X}" each ISICt aanpt vu.

.Amouat Type "(e.g. YUiii 1)pe (e.g. Dale: Value Gail Idmrity 
hi! pdor dill:lomn 	Code div. 1'lllt. CodeZ Mcdlod bay.sell, Mlllllh-
Codel 	Oidel bayeriaella
(J-P) 	Cadll3
(A-H) i) 	Day (Ml)-(Q-W) 
19. 	
C.ibot Corp. Common (T.nllt) 

20. 	
Cigna Carp. Commaa. (Tr1llt) 

21. 	
Ongy Colp. Cammaa ('l'mst) Clligroup me. Commm Cl'mst) 

23. 	
Comcast Coiporatian Common (Tiust) 

24. 	
ConocoPbillipl Common ('lmst) 

25. 	
Caastalation Euagy Group Inc. CClllllDDD (l'rust) 

26. 	
Cooper ladustrics Ltd. Common ('l'mlt) 

27. 	.Cooper T'ue lbibber Co. CommoD (I'mst) 
28. 	
Cominglilc. Cammon (nuat) 

29. 	
EutmmChmrica1 Co. Cammon(I'ruat) 

30. Bntqy Colp. New Commail ('IiusC) 
113  Dividad  Sell  918  J  Dmdad  Sell  914  DiTidmd  Buy  Buy  6111"  Dividcud  Dividend  Divhtc:ad Dividmd  Dividaui  Sell  7123 DiYidaul Buy 919
Fedcnl NaticimJ. Mmtpge A1111L Cammon(rmst) A-- 
32. 33.  Federated Department Starm Cammm (Tmst) --P1eetBoston F'mam:ial Commaa (l'iast)  Dividmd  Buy  2121  
34.  Flc:imoaics JntcmationalCommon {'iiuat)  Buy  1213  
35.  Oeorgia Pacific Corp. Commaa (I'ruat)  Dividcl1d  Soll  Strl  
36.  Pacific Corp. Common(Tmst)  Sell  S/22  

!'..l.l'!_-ll.1'-.L J..i:.0L.l.-'-'u U.J:le-Jnlmd  Dividend  Sc1l  
16.:  Tcm:hmark Cozp. commoa. (I'mst)  Dividend  
77. Corp. Common. (l'mat}  Dividmd  
78. 79.  Valero Bnagy Corp. News Cammon (l'rult) Verizon Co1um1micalicma Commm(fmt)  Di"lidmd Dividend    7131  
Wachovia Corp. Commm (Tmst)  Dividmd  T  Sell  9129  
Whirlpool Corp. Commm(limt)  Dividmd  Sell  
WllCODIOD Energy Corp. Common (I'rust)  

83. Wyah Common (Trust) Dividend Buy 7129 
84. IRAs ONB AND TWO 
as.  Bcmstcia P.maging (DlA)  Dividend  Buy  12/5  Buy  4111  
17.  Bcmstcin ::ila:a1tioaal (18A)  Bay  1215  
88.  Bezmtein Ildc11111irn11I (IRA)  Sell  118  

Sell 414 A89. 
. 
Sell 119
Bemstcin Jntcmatiollal (IRA) 
111 L"(antt: --::r..;uu .;riuu.a.i..i ... P:lge Matz, .. Haward 
V1I. 	Il'TVESThlfili""TS and TRUSTS 
Income during GJ'DSS value end 
T:ranactiona during repaniag period Desaiptioll Asset3 
n:pcxtiagpeziod mpaxlingperiod
{'IDCludiag trast use11) 
lfllllt disc
(2) (2) (1) 
91.  Placa "OCT' after each asset ez=tit fmn prior discloaura Bematein l'zrt'Cmaticaal (IRA)  Amount Cada (A-H)  (e.g.diY. tml. iat.)  Valm Codo2 (J-P)  Value Method Cod83 (Q-W)  Type (e.g.buy, mil, Sell  Daill: Monrh-Day 10/10  Value Coda2 (J-P)  Oain -H)  Idi::mityof  ('d'private1ranslclioD)  
tdnMmcts (S-lRA)  Buy  12/S  
93.  Bermtein Jntemation.al -IRA)  Buy  4111  

Buy 12/S 
95. Sell. 118 
Bemstmn Jnlmnatioaal -IRA) 	414 
97. Bcmstl:in Jntcmation.al -JRA) 	Sell 119 
98. Bamtein Imcmation.al -JRA) 	Sell 10/10 
99. 100.  'IRUSTNO. ONB ATT Colp.  
101.  ATT W'JIClaa  
102.  Agens
Ccmcuc 
1 
104. 
105. 	-Walt Disney 
106. 	'"Sdrwab Ono Money Ma_rkct 
107. 	Dcxl,ge 8r. Cox Stock Harbor Capital Appra:Ution
...... 
 
. 	1 : 
Pig 	Matz, Howard 
5/1 occoa 
.lllCOIDI during Otau wlm 
Daa:iptimlof A.aets 
rapoitimg period tqJOr1iagperiod
fu:icluding tnmc wees} 
(1) (2) (2.) (1) llDt ac:mpt fttJm disdosara 
pm:. after each assec r::a:mpt Ian prior dilclaan  Alm1mt Code (AB)  Type (e.g.div. tmt. iaL)  Valml Code2 (1-1)  Valua Metbod Code3 (Q-W)  Type {e.g. buy, sen. redemption)  Dale: Maiith-Day  Codel (1-P)  Codel {A-H)  Idelllity  r:irimm   
109.  Selected American Shues  
110.  Caluuol Gmwth  
111.  ICM Small Campany Port  
112.  
113. 114.  Stiong Cmnnoa .Adi.sin Jnt'l    llfll  
llS. BmaJingMarbt  
116. 117.  MS Jnt'l l!quity Tweedy BmwneOlobal Vahlo  
118.  Cabm. SlaDR.ally 
119.  Mezp:r Pund  

120. Northeast Investors

121. .ArtillJl lDt'l 	Buy 

123. Caldwdl OrJda Mkt Opp. 	Buy U1. 
.
124. colim seecn Realty 	Buy 
614
llS. Cob= SteaRealty 	Buy Buy 1/30
126. CoxStDck 
111 :.':ime or'?=.:ion R..;iorong ::ate oi'.t;port :Page l'Jfatz:, Howard 5/10/1004 
vrr. INVESTh!E}j'"TS and TRUSTS -income, vaiw; transc:llicns (includc:I those afthe spousc aDli dcpcndcnt chiid=. Seo pp. .34-57 filing IDcomll during Gron '4ltlo end 
Description Assets Thimactioas during :n:partingpcrlod 
ieporUng pc:riad reporting period 
(inaluding trllSt aacts) {1) C2) (1) (2) (1) llllt exempt :Dam disclolllll'IS 
Pllca after each ISllll exempt 
AmauDt Type {e. vu. Vlluo Type (o. Valuo 
14cmilyoflhllllpm discbln 
Code diT. 1'ml. QI' Codl2 Metbacl buy, sea, Maadl-Cocle2 Code {AH) int.) Code3 1l!CIP> 
Q-P) (A-B) {if' private (Q-W) lldeqitfan) 1lansll:tiaii) 
127. Morpa Mid Clp vu. Buy lllZ4
128. 
MerprFuml Buy l/30 

129. 
Merga'Pund Buy 614 

130. 
Bui 1/30 

131. Pimco Emerging_ Companies Buy 614 
132. Buy 
133. 
Sekidal American Sbarcl 3/18

134. 
Stron.g Common Buy 1130 

Buy 
135. 
IRAllOLLOVER Jmen:stlDiv 

136. 
Dodge Cox Stock 

137. P"Jddity AdvisGr Eq. Growth 
138.  Sekidal American Sharm 
139.  Vanguud SOO Inda  Sold  8119  

140.  CaJamos Orowth  
141.  ICM Small Campany Port.  
142.  Pinico Emczging Companies  
143. 144.  SCrong Cammon ASllll Int'l  Sold  11/21 ; C.L U:.:i .K..i!. ..:v 
:i=e aiP'!..rson .3..!poni:: I;:ue ):iport Pug '9of11 Matt. Howard !il0/1004 
v11 INVESTh.IENTS and TRUSTS 
145. Descriptionof Assets (iaduding trust assets) P!ace dlDr mich llset exempt !tom prier disclosuro BmcrgingMarket Income duringreparlingperiod (l) Am:nmt Type (e.g.Cadol div. zmit.ot (A-H) Dir.) Gmss wluo end (t) (:z) Valm Va!Dlt Oxla2 Medlod Code3 (Q-W)  (I) Type {e.g. bay. sen, lllCl'gllll', Transacdom duringlqlOrting pericd Dllla: McDlh_Day Dill CltCDl!Jt from disc:lomr= {S) Value IdcmUyof Code2 Codel buyc:r/sdlcr (J.P) ('ifpmalll a-tiaa)  
14'. 1a1'l Equity  
147.  TweedyBrowne G1abal Valuo  
148.  CaJd.well Ortin Mkt Opportunity  
149.  Cohesl St=s Realty  
l,SQ.  MergerPund  
lSl.  Northcut Investors  
1S2.  
153.  Caldwdl CdtmMkt. Opp.  8119  
1S4. St=s Realty Shara  Buy  8119  
lSS.  Dodge Cox Stock  Buy  8119  

156. Fidelity Adv. EquityGrowth Buy 
1S7. Morpn:Mid Cap Value Buy 11/24 
1S8.  McrgcrFaud  Buy  8119  
159.  Northeast m.vatom T.mst  Buy  8/19  
160.  Merger Fund  Sell  418  
161.  Colu:a Stem balty Shares  Sell  418  
162.  -ntUSTNO. TWO  )1)11::Rst  

111 
----' -----... _""" ......... ,,,,,1--.1..i.. .....  .....  ................ 

'iam.e 'Ji ...l=cn J...!?orting .8:it or"'.' .:;:on Pug 10of11 Matz, H=d s110r.:004 
VIl.  lli"'VESThffil'iTS and TRUSTS  
163. Dcsciiptian .Ass111s (including lt1lllt assets) Place "OC)" a1ll:r em:h asset eumpt lhlmpliar dlslalllrD Oppmheimer Mild  Jncom: during tepcXling periad (1) (2) AmDmlt (e.g.Code div. ient. (AH) int.) Grosa value 11: cmi tcpOrting paiod (1) {2) Value Value Coclo2 Mctbod (J-P) CO!fo3 (Q-W)  (1) Type (e.g. buy,11111, urger, mlmnption) Transactions during .n:porting pericci not emnpt llom Vllhre Idc:mity MmthCoda2 Code imJt:d.sellcr (J..P) '(A-H) (If' private  
164.  WhiUicr Boad  
165.  W"mdsor Bcncl  RBDEMP  912  
16'.  Bell Ganiem Bond  RBDEMP  811  
157.  CalifHPA Band  
168.  Cal Puhl Bond  
159.  Col1lra Colla Band  
170. 171.  Oardcn Grove CABond Haywazd CABoad  1011  
172.  Hercules Bcncl  RBDEMP  1211  
173.  BoDister Bcllll:l  
174.  Onuge Cu.ty Bcllld  REDEMP  12123  

Pasadena Bond 
175. 
San Bcmardim> Bond 
176. 
RBDEMP 912
177. 
SanierCA Band 

178. 
Sud.uis Obispo Band 

Tomnco Bond 

179. 

Buy 3/24 
180. Capistrano Bond Name of?rson 2'.orring l:ate afJ.crt ?age 11of11 Matz, How:ud :i/10/2004 
VIL INVESTMENTS and TRUSTS 	ll. Im:omedllriag Gniss valllO end Trmisactixms during period 
Description Assets n:porting period 
(mcluding trust asselll) -Dllt Qallpt from dlsclosuro 
(l) (:Z) (t) (l) 
Place "(X}" atter each assec exempt VUio 1Jpe (e.g. Dair::

Aaant Type (e.g. Valm Jdcmitya(Cade Code1 Cadet buyaiseller
iom prior dilcloue 	div. mm. Code1 bay.all. McmlliilL) Cmiel nmger.

(A-8) (J-P) 	Dy (1-P) (A.a) (ifpriwtll
ndaqllian)
(Q-'W) 	U-lioll) 
181. 
Pomona Bond 	Buy 12/11 

182. 
PCA'Boad 	Buy 10/23 

183. 
Bonita C.lll)'Oll Bond 	Buy 9/18 

184. 	
Ccmitm CABond Buy 9116 Buy 919 JC.

185. 
W'illia Bond 

186. 
Vcmon CABond. 	Buy 8/12 JC. 

187. 
TlWSTNO. POUR. Div/Jntaest 
188. 
Gcncnd Blr:ctric 

189. 
Yedzan 

190. Pboc:nix.gemaun Cap Cirowda Puad 
191. 	
SBS Moaoy Fund Ja1erelt

192. 
'IRUSTNO. FlVB
f94. 
Jntm-en'Div N
19S.