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
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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