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Edward J Lodge Financial Disclosure Report For 2010
Edward J Lodge Financial Disclosure Report For 2010
Edward J Lodge Financial Disclosure Report For 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)
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.
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.
Lod_cle, Edward J.
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.
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.)
[-~
DATE
1. 2010 2. 2010 3. 4. State Senator
[]
NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED
2: 3. 4. 5.
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
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.)
Transactions during reporting period (2) (3) (4) Date Value Gain mm/dd/yy Code 2 Code 1
(J-P) (A-H)
(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
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
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
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)
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
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,
redemption)
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
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
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
35. 36.
Blackrock: Blaekrock Global Allocation Idaho Health Facilities St. Lukes Mtmi
A A
Dividend Interest
Buy
8120/10
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
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
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
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