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Judicial Watch • Howard A Matz Financial Disclosure Report for 2007

Howard A Matz Financial Disclosure Report for 2007

Howard A Matz Financial Disclosure Report for 2007

Page 1: Howard A Matz Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:25

Date Created:November 11, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Howard A Matz, Bernstein, Howard, International, Market, 2007, EPA, transactions, IRS, Financial Disclosure, ICE, CIA, income, Judge


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UNITED STATES DISTRICT COURT 
CENTRAL DISTRICT CALIFORNIA 
UNITED STATES COURTHOUSE 
312 SPRING STREET 
LOS ANGELES, CALIFORNIA 90012 
(213)894-5290 

CHAMBERS HOWARD MATZ  C:-'  ,..__,  
UNITED TES DISTRICT JUDGE Hon. Ortrie Smith, Chair Committee Financial Disclosure Judicial Conference the United States One Columbus Circle, N.E. Washington, D.C. 20544  August 25, 2008  (/) o::-: (f; C:'.' :;;a;;r1l ::_o:;-:.. -rir  (/) rri --0 -..  
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Dear Judge Smith: response your letter June 24, 2008 (which did not receive until was sent second time earlier this month), the following information answers your questions. 
9/102 (Mittal Steel) shown 4117 (Arcelormittal) (Reason: merger and name change). 1Oil03 (Mittal Steel) shown 
111131 (St. Paul Companies) shown 15/191-192 (Travelers) Another merger/name change. 

161210 Harbor Capital Fund  Was sold 2005, mistakenly appeared last year's report.  

171223 Caldwell Orkin. 171224 Caldwell Orkin 171234 Caldwell Orkin  Was sold 2005, mistakenly appeared last year's report. trust this answers your staffs questions. Please confirm that 2008 report (for 2007) has been "closed." Thank you. 
AHM:cmf 
AOIO Government Act 1978 
Rev. 112007 
FOR CALENDAR YEAR 2007 U.S.C. app. IOI-I I!) Person Reporting (last name, first, middle initial) Matz, Howard Court Organization Central District California Date Report 05/10/2008 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge -Active  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual Final Reporting Period 01/01/2007 12/31/2007  
Sb. Amended Report Chambers Office Address U.S. District Court 312 Spring St., Room 170 Los Angeles, 90012 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

/MPO ANT TES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSIT! ONS. (Reporting individual only; see pp. 9-13 instructions.) NONE (No reportable positions.) Co-Trustor andCo-Trustee Trust 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) 
[E:J NONE (No reportable agreements.) 

III. NON-INVESTMENT ME. (Reporting indh>idual and spouse; see pp. 17-21 instructions.) Filer's Non-Investment Income 
[20 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 2007 Salary paid Harvard-Westlake School 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-17 instructions.) NONE (No reportable reimbursements.) SOURCE DESCRIPTION 
Aspen Institute l/9/07-11/1 l/07 Seminar. Transportation, meals and lodging 
.3. 

Date Report 
05/10/2008
Matz, Howard GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
(K] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

DESCRIPTION VALUE CODE 
VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-33 instructions.) 
IBJ 

Date Report 
Matz, Howard 
05/10/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  
Place "(X)" after each asset exempt from prior disclosure  (1) Amount Code (A-H)  (2) Type (e.g. div.t rent int.)  (I) Value Code (J-P)  (2) Value Method Code (Q-W)  (I) Type (e.g. buy, sell, redemption)  (2) Date Month Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction) 
TRUST NO. Int./Div. 
ADC Telecommunications Inc. Sell 1119 
Alcoa Inc. Buy 12/19 
Allegheny Energy Inc. Sell 8/13 
Allegheny Energy Inc. Sell 9/25 
Allstate Corp. Buy 8/27 
Allstate Corp. Buy 914 
Allstate Corp. Buy 9110 
Allstate Corp. Buy 11/26 

IO. Allstate Corp. Buy 12/3 
11. 
American Electric Power 

Buy 7130 
12. 
American International Group Sell 11/21 

13. 
American International Group Sell 12/19 

14. 
American Tower Corp. Sell 113 

15. 
Amerisourcebergen Corp. Buy 1/23 

16. 
Amerisourcebergen Corp. Buy 12/6 

17. 
Arcelormittal Luxembourg Buy 3/23 Income Gain Codes:  A=$1,000orless =$1,001-$2,500 =$2,501 -$5,000 45,00 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Ccxles =$15,000or less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 ash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Date Report 
Name Person Reporting 
Matz, Howard 
05/10/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Gross value end 
Description Assets 
Income during 
Transactions during reporting period 
(including trust assets) reporting period reporting period 
(1) 
Place "(X)" after each asset Amount Code
exempt fiom prior disclosure (A-HJ 
(2) (I) Type (e.g. Value div., rent, Code2 int.) (J.P) 
(2) (I) (2) 
Value Type (e.g. Date 
Method 
buy, sell, Month Code redemption) Day 
(Q-W) 
(3)  (4)  (5)  
Value  Gain  Identity  
Code  Code  buyer/seller  
(J.P)  (A-HJ  (if private  
transaction)  

18.  Arrow Electronics  Sell  3127  
19.  ATT Inc.  Buy  8/27  

20. 
ATT Inc. Buy 9/17 

21. 
ATT Inc. Buy 10/5 

22. 
ATT Inc. Buy 10/15 

23. 
ATT Inc. Buy 1112 

24. 
ATT Inc. Buy 11/26 

ATTlnc. Sell 3/16 
26. 
ATT Inc. Sell 3127 

27. 
ATT Inc. Sell 513 

28. 
ATT Inc. Sell 5123 

29. 
ATT Inc. Cash Lieu 1/10 

30. 
Autoliv Inc. Buy 713 

31. 
Bank America Corp. Buy 3129 

32. 
Bank America Corp. Sell 11/21 

33. 
Bernstein Emerging Markets Sell 7125 

Bernstein Tax Managed Buy 12/1 Income Gain Codes:  A=$1,000 less =$1,001 -$2,500 =$2,501 -$5,000  D=$5,001 -$15,000 =$15.00 -$50,000  
(See Columns and 04)  F=$50,001 -$100,000  G=$100,00l -$1,000,000 =$1,000,001 -$5.000,000 =More than $5,000,000 Value Codes  J=$15,000 Jess  K=$15,001 -$50,000 =$50.001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500.001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000.000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other ""Assessment =Book Value  W=Estimated  

Date Report 
05/10/2008
Matz, Howard 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. see PP 34-60 filing instrucnons.J NONE (No reportable income, assets, transactions.)  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.  Value  Value  Type (e.g.  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset exempt from prior disclosure 
35. Bernstein Tax Managed 
Sell 317 
36. Bernstein Tax Managed Sell 7110 
Black Decker Corp. 
38. Pic-Spons ADR Buy 1019 

39. Pic-Spons ADR Buy 10/16 

40. Pic-Spons ADR Sell 8/23 

41. 
Caterpillar Inc. Buy 9124 

42. 
Caterpillar Inc. Buy 1112 

43. 
CBS Corp -Class Sell 1019 

44. 
Chevron Corp. Buy 

45. 
Chevron Corp. Sell 1019 

Cisco Systems Inc. Sell 3120 
47. 
Citigroup Inc. Sell 7125 

48. 
Citigroup Inc. Sell 8113 

Citigroup Inc. Sell 10/25 
50. Citigroup Inc. Sell 1121 
Clorox Company Sell 6/28 Income Gain Codes: =$1,000 less =$J,OOI -$2,500