Edward J Lodge Financial Disclosure Report For 2010

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FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2010

1. Person Reporting (last name, first, middle initial) Lodge, Edward J. 4. Title (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time) U.S. Districte Judge, active 2. Court or Organization DISTRICT COURT, Idaho 5a. Report Type (check appropriate type) ] Nomination, [] Initial Date [] Annual [] Final

Report Required by the Ethics in Government Act of 1978 (5 U.S. C. app. 101-111)

3. Date of Report 05/I 2/2011 6. Reporting Period 01/01/2010 to 12/31/2010

5b. [] Amended Report

7. Chambers or Office Address 550 West Fort Street Boise, ID 83724

8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations.

Reviewing Officer

Date

IMPORTANT NOTES: The instructions accompanying this form must be foliowe~ Complete all parts,
checking the NONE box for each part where you have no reportable informatiom Sign on last page.

I. POSITIONS. tRepomng individual only; seepp. 9-13 of filing instructions.)


l---] NONE (No reportable positions.) POSITION
1. 2. 3. 4. 5. Retired District Judge State of Idaho

NAME OF ORGANIZATION/ENTITY

II. AGREEMENTS. m,~,o,~i,g i,dlvldual o,ly; see ~,~,. 14-16 of filing instructions.)
D NONE (No reportable agreements.) DATE
1. 1987 2. 3.

PARTIES AND TERMS


Retirement - State District Judge - 75% full pay

Lod_cle, Edward J.

FINANCIAL DISCLOSURE REPORT Page 2 of 8

Name of Person Reporting Lodge, Edward J.

Date of Report 05/12/2011

III. NON-INVESTMENT INCOME. t~cpo.i.g individual andspous; seepp. 17-24 of filing instructions.)
A. Filers Non-Investment Income
[~ NONE (No reportable non-investment income.)

DATE
1.2010 2. 3. 4.

SOURCE AND TYPE


State of Idaho Retired District Judge

INCOME
(yours, not spouses) $85,157.28

B. Spouses Non-lnvestment Income - If you were married during any portion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)

[-~

NONE (No reportable non-investment income.)

DATE
1. 2010 2. 2010 3. 4. State Senator

SOURCE AND TYPE

Public Employer Retirement System of Idaho

IV. REIMBURSEMENTS - transportation, lodging, food, entertainment


(Includes those to spouse and dependent children," see pp. 25-27 of filing instructions.)

[]

NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED

2: 3. 4. 5.

FINANCIAL DISCLOSURE REPORT Page 3 of 8

Name of Person Reporting Lodge, Edward J.

Date of Report 05/12/2011

V. GIFTS. ancl,,des those to spo,,se and dependent children; see pp. 28-31 of filing instructions.)
NONE (No reportable gifts.)
SOURCE
1. 2. 3. 4.

DESCRIPTION

VALUE

5.

VI. LIABILITIES. anclu,~es ,hose olspo~se and dependent children; seepp. 32-33 of filing instructions.)
NONE (No reportable liabilities.) CREDITOR
I. 2. 3. 4. 5.

DESCRIPTION

VALUECODE

FINANCIAL DISCLOSURE REPORT Page 4 of 8

Name of Person Reporting Lodge, Edward J.

Date of Report 05/12/2011

VII. INVESTMENTS and TRUSTS - i .... , value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure

Income during reporting period (l) (2) Amount Type (e.g., Code I div., rent, (A-H) or int.)

Gross value at end


of reporting period

Transactions during reporting period (2) (3) (4) Date Value Gain mm/dd/yy Code 2 Code 1
(J-P) (A-H)

(I) Value Code 2


(J-P)

, (2) (l) Value Type (e.g., Method buy, sell,


Code 3 iedemption)

(Q-W) Lodge~(Partnership) Dry Land Pasture Malheur County Ldge~ (Partnership) US Bank-Checking Account Dry Pasture Canyon County, ID~ Livestocl~ cowsI bulls,~ heifers,~ calves Cattle Sales
6. HJ Hines

Identity of buyer/seller (if private transaction)

None A Interest None None None C A Dividend Interest None A Interest None Interest Interest Interest Dividend Dividend Dividend Dividend

N J N K

W T W W
Sold 12/03/10 J D auction

M L M K M L M K

T T W T W T T T Sold Sold 10/26/10 J A A

7. 8. 9. 10. 11. 12. 13. 14. 15.

Key Bank Market Account Windridge Farm 50% interest in land house, barn & vineyard Checking (sweep) Account Key Bank Caldwell, ID Property Canyon County

Edward J. Lodge Key Bank Private Banking B (sweep) Account Idaho Independent Bank Washington Mutual (purchased by Chase Bank) Amefcan Funds: Capital Income Builder Mutual Fund Franklin Templeton: Frankclin Income Mutual Fund A A A A A A

10/26/10 J

16. Chevron Stock 17. Sysco Stock

J J

T T

(See Columns BI and D4) I 2. ValucCodcs (See Columns CI and D3) i i 3. Value Method Codes (See Colunm 1S2)

F =$50.001 J=$15,00Oorless N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value

K=$15,001-$50,000 O =$500,001 - $1,000,000 R =Cosl (Real Eslate Only) V =OIher

L=$50,001 -$100,000 P1 =$1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated

D =$5,001 - $15,000 H2 =More than $5,000,000 M =$100,001 - $250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market

E =$15,001 - $50,000

FINANCIAL DISCLOSURE REPORT Page 5 of 8

Name of Person Reporting Lodge, Edward J.

Date of Report 05/12/2011

VII. INVESTMENTS and TRUSTS - ineo,.e, vatue, ,runsacaons anct~des thos o/spo~ .nd dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (1) (2) Amount Type (e:g., Code 1 div., rent, (A-H) ! or int.) Gross value at end of reporting period (1) (2) Value Value Code 2 Method (J-P) Code 3 (Q-W) K J T T Sold Sold Sold Sold K K J K N K K L L Sold Matured 10/26/10 K 08/16/10 K B A Buy 08/04/I 0 K T T T Buy 05/12/10 K Buy Buy 08104110 K 01/22/10 J 10/26/10 10/26/10 06/16/10 K J K A A Transactions during reporting period (I)
Type (e.g., buy, sell,

(2) (3) (4) Date Value Gain mm/dd/yy Code 2 Code 1


(J-P) (A-H) [

redemption)

(5) Identity of buyer/seller (if private Uansaction)

18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34.

Del Monte Stock Supervalue Stock American Funds: Capital Income Builder Mutual Fund Calamos: Calamos Strategic Mutual Fund Franklin Templeton: Franklin Income Mutual Fund American Funds: Income Fund of America Mutual Fund Black Rock Blackrock Equity Dividend American Funds Capital World Growth and Income Oppenheimer: Oppenheimer International Bond Blackrock: Blackrock Global Allocation D.A. Davidson Money Market Oneida CO ID GO Bonds University of Id Rev. Bonds Blackrock Global Mutual Funds Eaton Vance Global Macro Mutual Funds I-Shares Tips Twin Falls - Cassia UTGO Ref. Bonds

A A B A B A A A A A A A A A B A A

Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Interest Interest Interest Dividend Dividend Dividend Interest

06/16/10 K

C =$21501 : S5,000

H ~ =$ ~ ,000,00 ~ - $5,000,0oo
2. Value Codes (See Columns CI and D3) 3. Value Method Codes (See Column C2) J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000,000 Q =Appraisal U =Book Value K =$15,001 - $50,000 O =$50~,001 - $1,000,000 R =Cost (Real Estate Only) V =Other
L =$50,001 - $100,000

P I =$ 1,000,001 - $5,000,000 P4 =More than $50,000,000 S =Assessment W =Estimated

D =$5,001-$15~00 H2 =More than $5,000,000 M=$100,001- $250,000 P2 =$5,000,001 -$25,000,000 T =Cash Market

E =$15,001- $50,000

FINANCIAL DISCLOSURE REPORT Page 6 of 8

Name of Person Reporting Lodge, Edward J.

Date of Report 05/12/2011

VII. INVESTMENTS and TRUSTS - income, vat.e. ,fan.actions and.de~ those ol n,o.se and de~,endent children; see pp. 34-60 o/filing instructions.)
NONE (No reportable income, assets, or transactions.)
Description of Assets (including trust assets)
Place "(X)" after each asset exempt from prior disclosure

Income during reporting period (1) (2) Amount Type (e.g., Code I div., rent, (A-H) or int.)

Gross value at end of reporting period (I) (2) Value Value Method Code 2 (J-P) Code 3 (Q-W) K K T T

Transactions during reporting period


(I) Type (e.g., buy, sell, redemption)

(4) I Date Value Gain mm/dd/yy Code 2 Code 1 (J-P) (A-H)

(5) Identity of buyer/seller (if private ~ansaction)

35. 36.

Blackrock: Blaekrock Global Allocation Idaho Health Facilities St. Lukes Mtmi

A A

Dividend Interest

Buy

8120/10

37. Blaekrock Equity Dividend


38. 39. Janus Balanced Prudential Natural Resources

A
A A B B A A A B A A A A A

Dividend
Dividend Dividend Dividend Interest Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend

K
L K L

T
T T T

Buy
Buy Buy Buy Sold

02/08/10 K
10/26/10 L 02/08/10 05/12/10 K L see additional information see additional information

40. Prudential Short Term Bond 41. TIPS

02/26/10 K 10/26/10 K 10/26/10 K 06116/10 06/16/10 06/24/10 06/24/10 L L J J J J J

42. Blackrock Strategic Income 43. 44. 45. 46. 47. 48. 49. 50. Janus Balanced PIMCO Low Duration PIMCO Total Return Abbott Cisco Frontier Communications Total Petroleum Verizon

K K L L J J J J J

T T T T T T T T T

Buy Buy Buy Buy Buy Buy

Isee additional information see additional information

Spinoff 06/24/10 (from line 50) Buy Buy 06/24/10 06/24/10

E =$15,001 - $50,000 [ 2. ValucCodes i (See Columns C I and D3) i 3. Value Method Codes i (See Column C2) J =$15,000 or less N =$250,001 - $500,000 P3 =$25,000,001 - $50,000.000 Q =Appraisal U =Book Value K=$15,001 -$50,000 O =$500,001 - $1,000.000 R =Cost (Real Estate Only) V =Other L=$50,001 -$100,000 P I =$1.000.001 - $5,000,000 P4 =More than $50,000.000 S =Assessment W =Estimated M =$100,001 -$250,000 P2 =$5,000,001 - $25,000,000 T =Cash Market

FINANCIAL DISCLOSURE REPORT Page 7 of 8

Name of Person Reporting Lodge, Edward J.

Date of Report 05/12/2011

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.


Investments & Trusts: Line 8 on the 2009 report (Key Bank -~ was added in error and has deen deleted from the current report. All dollars correctly reported in Line 7. Line 39 Buy 5/12/10 J (second purchase during year) Line 41 Buy 2/8/10 (bought and sold in same year) Line 44 Buy 8/4/10 K (second purchase during year) Line 45 Buy 8/4/10 K (second purchase during year)

FINANCIAL DISCLOSURE REPORT Page 8 of 8

Name of Person Reporting Lodge, Edward J.

Date of Report 05/12/7011

IX. CERTIFICATION.
1 certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 et. seq, 5 U.S.C. 7353, and Judicial Conference regulations.

Signature_

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)

CIVIL

FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544

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