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Judicial Watch • Howard A Matz Financial Disclosure Report for 2010

Howard A Matz Financial Disclosure Report for 2010

Howard A Matz Financial Disclosure Report for 2010

Page 1: Howard A Matz Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:12

Date Created:November 8, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Howard A Matz, Howard, Assessment, Estimated, 2010, transactions, IRS, Financial Disclosure, ICE, CIA, income, Judge


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NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Co-Trustor and Co-Trustee J(J Rev. J/201/ Government Act 1978 FOR CALENDAR YEAR 2010 U.S.C. app. IOI-I Person Reporting (last name, first, middle initial) Matz, Howard Court Organization Central District California Date Report 05/13/2011 Title (Article Ill 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 Sb. Amended Report Final Reporting Period 01/01/2010 12/31/2010 Chambers Office Address U.S. District Court 312 Spring Street, Room 170 LosAngeles,CA 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. ONS. (Reporting individual only; see pp. 9-13 filing instructions.) 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 

NONE (No reportable agreements.) 

PARTIES AND TERMS 

Matz, Howard 

III. N-INVE TMENT ME. (Reporting individual and spouse; see pp. 17-14 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 -lf you were married during any portion the reporting year, complete this section. (Doi/or amount not required except for honorario.) 
[{] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainmenL 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[{] NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 

Date Report 
Name Person Reporting 
Matz, Howard 
05/13/2011 GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing ins/ructions.) 
[{] 	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 

Name Person Reporting 
Date Report 

05/13/2011 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes tiwse 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 trust assets)  reporting period reporting period  

(I) (2) (2) (I) 
(2) 
(5) 
Gain Identity 
Place "(X)" after each asset Amount Type(e.g., Value Value Type(e.g., Date Value 
Code
exempt from prior disclosure 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)
(Q-W) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,00I -$50,000  
(See Columns and 04) =$50.001 -$!00.000 =$100,001 -$1.000.000 =$1,000,001 -$5,000,000  112 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50.000 =$50.001-$!00.000 =$100,00 -$250.000  
(Sec Columns and 03) =$250.001 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 =$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  

VII. INVESTMENTS and TRUSTS -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 trust assets) reporting period reporting period 
(!) (2) (I) (2) (I) (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,  Code2  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) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,00 -S15,000 =$15,00 -$50,000  
(See Columns and 04) =$50,001-$100,000 =$100,00 -$1.000.000 =$1,000,001 -$5,000.000 =More than $5,000,000 Value Codes =$15.000or less =$15,001 -$50,000 =$50,001 -$100,000 =$100,00 -$250,000  
(Sec Columns and D3) =$250,001 -$500,000  0=$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50.000,000  P4=More1han $50,000,000 Value Method Codes  Q=Appraisal =Cos! (Real ES!atc Only) =Assessment  T=Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, varue, transactions r1nc1udes 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 trust assets)  reporting period reporting period  

(1) (1) 
(2) (2) (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) 
(A-H) (if private int.) (J-P) Code redemption) (J-P) 
transaction)
(Q-W) 
35. Walt Disney  
36. Fidelity Contra  Sold  12/13/10  
37. Fidelity Contra  Sold  12/27/10  
38. Morgan Stanley Inst. Mid Cap Growth Fund  Sold  12/03/10  
39. Morgan Stanley Inst. Mid Cap Growth Fund  Sold  12/13/10  
40. Oakmark Intl. Small Cap Fund  
41. ICM Small Company Fund  Sold  12/13/10  
42. Dodge Cox Intl. Stock Fund  
43. Forward Tactical Growth  Sold  12/13/10  
44. Morgan Strategic Income Fund  Sold  12/27/10  
45. Morgan Strategic Income Fund  12/13/10  
46. Emerging Markets  Buy  01/08/10  
47. MLP Alphon Fund  Buy  07/30/10  
48. Frontier Comm. Corp  Spinoff (from line 34)  07/01/10  
49. IRA ROLLOVER  Dividend  
50. Allianz AGIC Opp  
51. Artisan Intl. Fund Income Gain Codes: 41,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -$100,000 =$100.00l -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -S1,ooo,ooo =$1,000,00 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001  $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 Jncomc GainCodes: =$1,000 less =$1,00 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 5,00 -$50.000  
(See Column< and D4) =$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 =$50,00I 100,000 =$100,001-$250,000  
(Sec Columns and D3) =$250,001-$500,000 =$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$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  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offilinc 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 
(I)  (2)  (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,  Code2  Method  buy, sell,  mm/dd/yy  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income ain Codes: =$1,000 less =$1,001  $2,500  c=$2,501  $5,000  D=$5,00  $15,000 =$15,00  $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 Codes =$15,000 less  K=$15,00I -$50,000 =$50,00 -$100,000 =$100,00 -$250,000  
(Sec Columns and D3) =$250,001 -$500,000 =$500,00  S1,000,000 =$1,000,001  $5,000,000 =$5,000,00 -$25,000,000 =$25,000.001  $50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and income, value, transactions (1nc1udes 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 trust assets) reporting period reporting period 
(1)  (2)  (!)  (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  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Income Gain Codes: =$1 ,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(Sec Columns and D4)  F=$50,00l -$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 =$50,001 -$100,000 =$I 00,00 -$250.000  
(Sec Columns and DJ) =$250.001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$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  

VII. INVESTMENTS and TRUSTS 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 trust assets)  reporting period reporting period  

(I) (2) (!) (2) (I) 
(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)  

Israel Bonds Interest Income Gain Codes: =$1,000 Jess =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1.000,001 -$5.000.000 =Morethan $5,000,000 Value Codes =$15,000 Jess =$15,001 -$50,000 =$50,001 -$100.000 =$100,001 -$250,000  
(See Columns and DJ) =$250.001 -$500,000  0=$500,001 ,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000.000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel  
(Sec Column C2) =Book Value =Other =Estimated  

Name Person Reporting 
Date Report 
Matz, Howard 
05/13/2011 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Jndicate partofreport.) 

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 statutory 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 U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signature: Howard Matz 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY 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



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