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Judicial Watch • Myron J Lorenz Financial Disclosure Report for 2007

Myron J Lorenz Financial Disclosure Report for 2007

Myron J Lorenz Financial Disclosure Report for 2007

Page 1: Myron J Lorenz Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:15

Date Created:November 11, 2008

Date Uploaded to the Library:November 13, 2013

Tags:LORENZ, Myron J Lorenz, Myron, district, 2007, EPA, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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CHAMBERS JAMES LORENZ DISTRICT JUDGE 

UNITED STATES DISTRICT COURT 
SOUTHERN DISTRICT CALIFORNIA 
EDWARD SCHWARTZ U.S. COURTHOUSE 
940 FRONT STREET, ROOM 5145 
SAN DIEGO, CALIFORNIA 92101-8911 

August 2008 
C::J  ,.._,  
Honorable Ortrie Smith Chair, Committee Financial Disclosure Administrative Office the United States Courts One Columbus Circle, N.E. C-}r- CJ.,.Cf):  c'. ::::::O":::rTl 7c:: f"""";''""} "'""' ........""""  
Washington, D.C.  20544  o:.c -qr--- -ri -..  
Dear Judge Smith, f'l explanation the response request for "Part VII, Page Line 10, and Page Line 32," the report does list "American Inv America" page line 20. listed different page location than prior report. "MS Liquid Asset Fund," this fund was terminated 2007 and changed "Banks Deposit Program." have reflected this change amendment overlooked this change. 
Thank you for your consideration. 

District Judge 
MJL:seg 
Enclosures (as stated) Government Act 1978
Rev. 112008 
FOR CALENDAR YEAR 2007 U.SC. app.  101-11 Person Reporting (last name, first, middle initial) LORENZ, MYRON Court Organization U.S. DISTRICT COURT, CASO Date Report 5/12/2008 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 Final Reporting Period 01/01/2007 12/31/2007  
Sb. Amended Report Chambers Office Address U.S. DISTRICT COURT 940 FRONT STREET 5145 SAN DIEGO 92101-8911 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT TES: The imtructions accompanying this form must followed. Complete all parts, 
checking the NONE box for each part where you have reportable information. Sign last page. POSJTJ NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION NAME 

TRUST 
BOARD ADVISORS MARINE CORPS RECRUIT DEPOT MUSEUM HISTORJAL SOCIETY 
II. REE NTS. (Reporting individual only; see pp. 14-16 filing instructions.) [ZJ NONE (No reportable agreements.) 

5/12/2008
LORENZ, MYRON 
Ill N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income [ZJ 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/or honoraria.) 
[ZJ NONE (No reportable non-investment income.) 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment {T1 
(Includes those spouse and dependent children; see pp. 25-27 filing ins/ructions.) 
[ZJ NONE (No reportable reimbursements.) SOURCE DATES LOCATION ITEMS PAID PROVIDED 

V JFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) NONE (No reportable gifts.) SOURCE 

VALUE 

VJ JAB ITJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION 
VALUE CODE 

5/12/2008
LORENZ, MYRON 
VII. INVESTMENTS and TRUSTS --income, value, transactions onc1udes those spouse and dependent children; see pp. 34-60 ft/inc instructions.; NONE (No reportable income, assets, transactions.) 
Income Gross value end Transactions during reporting period Description AsseL' 
reporting reporting period 

(including trust assets)

Type (e.g., 

buy, sell, 

 T-(:2) --1 -cll-T (4) (5)
Value Gain

CodeI buyer/sellerIdentityof
Value Value

Method Date
Month Income Gain Codes: =$1.000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -S15,000 15,001 -$50,000  
(See Columns and 04) =$500001 -Sl00.000 =$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 =$100,001 -$250,000  
(See Columns and DJ) =$250.001 -$500.000  0=$500,001 ,000,000 =$1,000,001 -$5,000,000  P2=$5,000,001 -$25,000,000 =$25,000,001 -550,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
Name Person Reporting 
5/12/2008
LORENZ. MYRON 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
reportmg penod 
18.
Transactions during reporting period 

Code Description Assets 
(including trust assets) reporting period
(5)
(4) 
Identity 
Gain 
buyer/seller
Code 
;unt
Code 
Jeg
div., rent, Codeor int.) (J-P)
MonthPlace"(X)" after each asset 
exempt from prior disclosure 
(3)
Value
Code -l--Typ1ie_g_,
Method buy, sell, 
redemption)

(A-H) 

(if private 
transaction)
Day 

(Q-W)
---------------- VIS NEW YORK VENTURE  Dividend  
19. MPS SP 500 INDEX  None  

20. AMERICAN INV AMER  Dividend  
21. GLOBAL DIVIDEND GROWTH  None  SELL  114  

22. FOCUS GROWTH FUND (in IRA) (name chg Amer Opp Fund)  None  SELL  1/4  
23. AIM BASIC VALUE  None  SELL  114  
24. VAN KAPEN INDEX STRA  Dividend  SELL  7/27  
25. VAN KAPEN EAFE SELECT  Dividend  SELL  7/27  
26. VAN KAPEN UNIT TRUSTS  Dividend  BUY  7127  

27. LIQUID ASSET FUND NAME  Interest  
CHANGE BANK DEPOSIT  
PROGRAM Income Gain Codes: =SI.000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,00 15,000 =$15,00 -S50,000  
(See Columns and 04) =$50,001 -SI00,000 =$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 =$100,001 -$250,000- 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00  $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  

Date Report 
LORENZ, MYRON 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate parto/Report.) 

511212008
LORENZ, MYRON 
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. 

AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FIUNG INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 

Rev. J/2008 
FOR CALENDAR YEAR 2007 U.S.C. app.  JOJ-111) Person Reporting (last name, first, middle initial) LORENZ, MYRON Court Organization U.S. DISTRICT COURT, CASO Date Report 05/12/2008 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 Final Reporting Period 01/01/2007 12/31/2007 Chambers Office Address U.S. DISTRICT COURT 940 FRONT STREET 5145 SAN DIEGO 92101-891  Sb. Amended Report the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORTANT NOTES: The instructions accompanying this form must followed. Complete al/parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
NAME TRUSTEE TRUST 
MEMBER BOARD ADVISORS MARINE CORPS RECRUIT DEPOT MUSEUM HISTORIAL SOCIETY 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) [ZJ NONE (No reportable agreements.)  AND (f)CJ .r--.. o:-:;: (/));c ::z: :;:0rn o:r:-  ....... Q:) :;::-<  :Xl  

Name Person Reporting Date Report 
05/12/2008 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 of]tling instructions.) Filer's Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
(yours, not spouse's) Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except/or honora;ia.) 
[{] NONE (No reportable non-investment income.) 

AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[{] NONE (No reportable reimbursements.) 
VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[ZJ NONE (No reportable liabilities.) 

05/12/2008
LORENZ, MYRON 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

LORENZ, MYRON 
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.) 
i-------------------------------------__ ________ ----------------------------------------------------- Description Assets 
Transactions during reporting period (including ust assets) 
(I) (2) 
Place "(X)" after each asset 

Type (e.g., Date 
exempt from prior disclosure 

buy, sell, Month redemption) Day
r-l 

18. VIS NEW YORK VENTURE  Dividend  
19. MPS SP 500 INDEX  None  
20. AMERICAN INV AMER  Dividend  
21. GLOBAL DIVIDEND GROWTH  None  SELL  114  
22. FOCUS GROWTH FUND (in IRA) (name chg Amer Opp Fund) 23. AIM BASIC VALUE  None None  SELL SELL  1/4 1/4  
24. VAN KAP INDEX STRA  Dividend  SELL  7/27  
25. VAN KAPEN EAFE SELECT  Dividend  SELL  7/27  
26. VAN KAPEN UNIT TRUSTS  Dividend  BUY  7/27  

r Income Gain Codes; =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5.001 -$15.000 =$15.001 -$50,000 --i. (Sec 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 =$15,001 -$50,000 =$50,001 -$100,000 =$I 00,00 -$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 =$25.000,00 -$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 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (JndicatepartofReporL) 

05/1212008
LORENZ, MYRON 
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. 
Signat 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSI 
AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, .E. Washington, D.C. 20544