Edward J Lodge Financial Disclosure Report for 2010

8/3/2019 Edward J Lodge Financial Disclosure Report for 2010

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FINANCIAL DISCLOSURE REPORTFOR CALENDAR YEAR 201 0

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

1. Person R epor t ing ( las t name, f i r s t , middle in i t ia l )

L o d g e , E d w a r d J .

4. Ti t le (Ar t ic le I l l judges indicate ac t ive or senior s ta tus ;magis t ra te judges indicate fu l l - or par t - t ime)

U . S. D i s t r ic t e J ud g e , a c t i ve

7. Chamb er s or O f f ice Addr es s

5 5 0 W es t Fo r t S t ree tBoi s e , ID 83724

2. Cour t or Organ iza t ion 3. Da te o f Report

D I ST R I C T C O U R T , I d a h o 05/I 2/2011

5a. Repor t Type (check appropr ia te type)

] Nominat ion, Date

[] Initial [] Annual [] Final

6. Report ing Pe riod

0 1 / 0 1 / 20 1 0to

12/31/2010

5b. [] Amended Report

8. On the basis of the information contained in this Report and anymodifications pertaining thereto, it is, in my opinion, in compliance

with applicable laws and regulations.

Reviewing Of f i cer Date

I M P O R T A N T N O T E S : The instructions accompanying this form must be foliowe~ Complete all parts,

checking the NONE box for each pa rt where you have no reportable informa tiom Sign on last page.

I . P O S I T I O N S . t R e p o m n g individual only; seepp. 9 -13 of f i l ing instructions.)

l ---] N O N E ( N o reportable p osit ions.)

P O S I T I O N

1 . Ret i red Dis t r i c t Judge Sta t e o f Idaho

2.

3.

4.

5.

NAME OF ORGANIZATION/ENTITY

I I . A G R E E M E N T S . m , ~ , o , ~ i , g i, d l v l d u a l o , l y ; se e ~ , ~ , . 1 4 - 1 6 of filing instructions.)

D N O N E (No reportable agreements.)

DATE PARTIES AND TERMS

1. 1987 Re t i r e m e n t - S ta te Dis t r i c t Jud g e - 7 5 % f u l l p a y

2.

3.



FINANCIAL DISCLOSURE REPORT

of 8

N a m e o f P e r s o n R e p o r t in g

Lodge, Edward J.

D a t e o f R e p o r t

0 5 /12 /20 11

III. N O N - I N V E S T M E N T I N C O M E . t ~ c p o . i . g individual andspous¢; seepp. 17-24 of filing instructions.)

A. Filer’s Non-Investment Income

[~ N O N E ( N o reportable non-investment income.)

DATE S O U R C E A N D T Y P E I N C O M E( you r s , no t spou se ’s )

1 .2 0 1 0 Sta te o f Id a h o R etire d Dis tric t Ju d g e $85 , 15 7 . 28

2.

3.

4.

B . S p o u s e ’ s N o n - l n v e st m e n t I n c o m e - If you were married during any portion of the reporting year, complete this section.

(Dollar amount not required except for honoraria.)

[-~ N O N E (No reportable non-investment income.)

1. 2010

2. 2010

3.

4.

DATE SOURCE AND TYPE

S ta te S en ato r

P u b l i c E m p l o y e r R e t i r e m e n t S y s t e m o f I d a h o

I V . R E I M B U R S E M E N T S - transportation, lodging, food, entertainment( I n c l u d e s t h o s e t o s p o u s e a n d d e p e n d e n t c h i l d r e n , " s e e p p . 2 5 - 2 7 o f f i li n g i n s t r u c t i o n s . )

[] N O N E (No reportable reimb ursements.)

2:

3.

4.

5.

SO UR C E DA T ES LO C A T IO N P UR P O SE ITEM S PAID OR PROVIDED




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Lodge, Edward J.


05/12/2011

V . G I F T S . a n c l , , d e s t h o s e t o s p o ,, se a n d d e p e n d e n t children; see p p . 2 8 - 3 1 of filing instructions.)

N O N E ( N o reportable gifts.)

SOURCE DESCRIPTION

1 .

2.

3.

4.

5.

VALUE

V I . L I A B I L I T I E S . a n c l u , ~ e s , h o s e o l s p o ~ s eand dependent children; seepp. 32-33 of filing instructions.)

N O N E (N o reportable liabili t ies.)

CREDITOR DESCRIPTION

I.

2.

3.

4.

5.

VALUECODE




of 8 Ia m e o f P e r s o n Repor t ing

Lodge, Edward J.

Date of R e p o r t

05/12/2011

V I I. I N V E S T M E N T S a n d T R U S T S - i .... value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of f iling instructions.)

N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s( i n c l u d i n g t r u s t a s s e t s )

Place "(X)" af ter each asse t

exempt f rom pr ior d isc losure

Income dur ingr e p o r t i n g p e r i o d

(l) (2)

A m o u n t T y p e (e . g . ,Code I d i v . , r e n t ,(A-H) o r i n t . )

G r o s s v a l u e a t e n d T ra n s a c t i o n s d u r i n g r e p o r t i n g p e r i o do f r e p o r t i n g p e r i o d

(I ) ( 2 ) , (l ) (2) (3) (4)

Value Value T y p e ( e . g ., D a t e Value Gain

C o d e 2 M e t h o d b u y , s e l l , m m / d d / y y C o d e 2 C o d e 1

(J-P) C o d e 3 i ’ e d e m p t i o n ) ( J- P ) ( A - H)

( Q - W )

I d e n t i t y o f

buyer /seller( i f p r i v a t e

t r a n s a c t i o n )

Lodge~(Partnership) Dry LandP as tu re M alheur County

Ldge~ (Partnership) USB a n k - C h e c k i n g A c c o u n t

Dry Pasture Canyon County, ID~

Lives to c l~ co w sI b u l l s , ~ h e i f e r s , ~ c a lv e s

Cat t l e S a les

N o n e N W

A Interes t J T

N o n e N W

N o n e K W

N o n e Sold 12/03/10 J D auction

6. HJ Hines C Divid en d M T

7. K e y B a n k M a r k e t A c c o u n t A Interes t L T

’8 .

9.

1 0 .

W i n d r i d g e F a r m 5 0 % i n t e r e s t in l a n d h o u s e ,b a r n & v i n e y a r d

C h e c k i n g ( s w e e p ) A c c o u n t K e y B a n k ACald w el l , ID

Prope r t y Ca nyon Cou n t y

N o n e M W

Interes t K T

N o n e M W

1 1 . E d w a r d J. L o d g e K e y B a n k P r i v a t e B a n k i n g B( s we e p ) A c c o u n t

1 2 . I d a h o I n d e p e n d e n t B a n k A

Interes t L T

Interest M T

1 3 . W a s h i n g t o n M u t u a l ( p u r c h a s e d b y C h a s eB a n k )

1 4 . A m e f c a n F u n d s : C a p i t a l I n c o m e B u i l d e rM utua l Fund

1 5 . F r a n k l i n T e m p l e t o n : F r a n k c l i n I n c o m eM utua l Fund

1 6 . C h e v r o n S t o c k

A Interes t K T

A Dividend Sold 10/26/10 J A

A Dividend Sold 10/26/10 J A

A Divid en d J T

1 7 . Sys c o Stoc k A Divid en d J T

(Se e Co lumn s BI a n d D 4) F =$50.001 -

I 2 . Va luc Co d c s J=$1 5 ,0 0 Oo r le s s K =$1 5 ,0 0 1 -$5 0 ,0 0 0 L= $ 50,001 - $ 100,000

i (Se e Co lumn s CI a n d D 3) N =$250,001 - $500,000 O =$500,001 - $1,000,000 P1 =$1,000,001 - $5,000,000

P3 =$25,000,001 - $50,000,000 P4 =More than $50,000,000

i 3 . V alue Method C odes Q =A p p r a i sa l R = C os l ( R eal Es la te O nly ) S = As s es s ment

( See Co l u n m 1 S2) U = Book V alue V = O I h e r W = Es t imated

D =$5,001 - $15,000

H2 =More than $5,000,000

M =$100,001 - $250,000

P2 =$5,000,001 - $25,000,000

E =$15,001 - $50,000

T = C a s h M a r k e t




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Lodge, Edward J.


05/12/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n e o , . e , v a t u e , ,r u n s a c a o n s a n c t ~ d e s t h o s o / sp o ~ . n d dependent children; see p p . 3 4 - 6 0 of filing instructions.)

N O N E ( N o reportable income, assets, or transactions.)

D e s c r i p t i o n o f A s s e t s( i n c l u d i n g t r u s t a s s e t s )

Place "(X)" after each assetexempt from prior disc losure


(1) (2)A m o u n t T y p e ( e : g . ,C o d e 1 d i v . , r e n t ,

’ (A-H ) ! or i n t . )

Gross value at e n do f r e p o r t i n g p e r i o d

(1) (2)

Value Value

C o d e 2 M e t h o d

( J - P ) C o d e 3

( Q - W )

(I )Type (e.g.,

b u y , s e l l ,

r e d e m p t i o n )

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

(2) (3) (4)

D a t e Value Gainm m / d d / y y C o d e 2 C o d e 1

( J - P ) (A-H) [

(5 )I d e n t i t y o f

buyer /seller( i f p r i v a t e

U ’ a n s a c t i o n )

1 8 . Del M onte S toc k A Divid en d K T

1 9 . S u p e r v a l u e S t o c k A Divid en d J T

20 . A m e r i c a n F u n d s : C a p i ta l I n c o m e B u i l d e r B Divid en dM utua l Fund

21 . C a l a m o s : C a l a m o s S t ra t e g ic M u t u a l F u n d A Divid en d

Sold 08104110 K

Sold 01/22/10 J

A

A

22 . F r a n k l in T e m p l e t o n : F r a n k l in I n c o m e B Divid en dM utua l Fund

23 . A m e r i c a n F u n d s : I n c o m e F u n d o f A m e r i c a A Divid en dM utua l Fund

24 . B l a c k R o c k B l a c k r o c k E q u i t y D i v id e n d A Divid en d K

Sold 10/26/10 K

Sold 10/26/10 J

Bu y 06/1 6/1 0 K

25 . A m e r i c an F u n d s C a p i t a l W o r l d G r o w t h a n d A Divid en dI n c o m e

26 . O p p e n h e i m e r : O p p e n h e i m e r I n t e r n a t io n a l A Divid en dB o n d

27 . B l a c k r o c k : B l a c k r o c k G l o b a l A l l o c a t io n A Divid en d

K T

J T

K T

Bu y 06/16/10 K

Bu y 05/12/10 K

28 . D. A. Dav ids on M oney M arke t A Interest N

29 . O n e i d a C O I D G O B o n d s A Interes t K

30 . U n i v e r si t y o f I d R e v . B o n d s A Interes t K

31 . B l a c k r o c k G l o b a l M u t u a l F u n d s A Divid en d L Bu y 08/04/I 0 K

32 . E a t o n V a n c e G l o b a l M a c r o M u t u a l F u n d s B Divid en d L

33 . I -Sha res T ips A Divid en d Sold 10/26/10 K B

34 . T w i n F a l ls - C a s s i a U T G O R e f . B o n d s A Interest Matured 08/16/10 K A

2. Valu e C o d es J = $1 5,000 o r le ss K = $1 5,001 - $50,000

(Se e Co lumn s CI a n d D 3) N =$250,001 - $500,000 O =$50~,001 - $1 ,000,000

P3 =$25,000,001 - $50,000,0003 . V alue Method C od es Q =A p p r a i sa l R = C os t ( R eal Es ta t e O nly )

(Se e Co lumn C2) U = Book V alue V = O t h e r

C =$21501 : S5,000

H ~ = $ ~ , 0 0 0 ,0 0 ~ - $ 5 , 0 0 0 , 0o oL = $5 0 , 0 0 1 - $1 0 0 , 0 0 0

P I =$ 1 ,000,001 - $5,000,000

P4 =More than $50,000,000

S = As s es s ment

W = Es t imated

D =$5 ,0 0 1 -$1 5 ~ 0 0

H2 =More than $5,000,000

M=$1 0 0 ,0 0 1 - $25 0 ,0 00

P2 =$5,000,001 -$25,000,000

T = C a s h M a r k e t

E =$15,001- $50,000



FINANCIAL DISCLOSURE REPO RT

of 8


Lodge, Edward J.


05/12/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a t . e . , fa n . a c t i o n s a n d . d e ~ t h o s e o l n , o . se a n d d e ~ , e n d e n t children; see pp. 3 4 - 6 0 o / f i li n g i n s t r u c t i o n s . )

N O N E ( N o reportable income, a ssets, or transactions.)

D e s c r i p t io n o f A s s e t s( i n c l u d i n g t r u s t a s s e t s )

Place "(X)" after each asset

exempt f rom pr ior d isc losure


(1) (2)

A m o u n t T y pe (e . g .,Code I d i v . , r e n t ,

( A - H ) o r i n t . )

G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o d

(I) (2)Value Value

C o d e 2 M e t h o d

( J - P ) C o d e 3

( Q - W )

(I )

Type (e.g.,

buy, se l l ,

redempt ion)

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

D a t e V a l u e

m m / d d / y y C o d e 2

( J - P )

(4) I ( 5 )

G a in I d e n t i t y o f

C o d e 1 buyer /seller

( A - H ) ( i f p r i v a t e

~ansaction)

35 . B l a c k r o c k : B l a e k r o c k G l o b a l A l l o c a t io n A Divid en d K T

36 . Idaho Hea l th Fac i l i t ie s S t . Luke’ s M tmi A Interes t K T Bu y 8120/10 K

3 7 . B la e kr o ck Eq u it y D iv i de n d A Dividend K T Bu y 02/08/10 K

38 . J a n u s B a l a n c e d A Divid en d L T Bu y 10/26/10 L

39 . P r u d e n t i a l N a t u r a l R e s o u r c e s A D i v i d e n d K T Bu y 02/08/1 0 K

4 0 . P r u d e n t i a l S h o r t T e r m B o n d B Divid en d L T Bu y 0 5 /12 /10 L

s e e a d d i t io n a lin fo rmat io n

4 1. T I P S B Interes t S o ld 02/26/10 K

4 2 . B l a c k r o c k S t r a t e g i c I n c o m e A Divid en d K T Bu y 10/26/10 K

s e e a d d i t io n a lin fo rmat io n

4 3. J a n u s B a l a n c e d A Divid en d K T Bu y 10/26/10 K

4 4. P IM C O Lo w D ur atio n A Divid en d L T Bu y 06116/10

4 5. P IM C O T o ta l R e tu rn B Divid en d L T Bu y 0 6/16 /10

4 6. A bbo t t A Divid en d J T Bu y 0 6/24 /10

L

L

J

Is e e a d d i t io n a lin fo rmat io n

s e e a d d i t io n a li n f o r m a t i o n

4 7. C i s c o A Divid en d J T Bu y 06/24/10 J

4 8. F r o n t ie r C o m m u n i c a t io n s A Divid en d J T S p i n o f f 06/24/1 0 J( f r o m l i n e 5 0 )

4 9. T ota l P e t ro l eum A Divid en d J T Bu y 06/24/1 0 J

50 . Verizo nA Div id e n d J T

Bu y 06/24/10 J

[ 2 . Va luc Co d e s J =$15,000 or less K =$1 5 ,0 0 1 -$5 0 ,0 00 L=$50,001 -$100,000 M = $ 100,001 - $ 2 50,000

i (Se e Co lumn s C I a n d D 3) N =$250,001 - $500,000 O =$500,001 - $1,000.000 P I =$1.000.001 - $5,000,000 P2 =$5,000,001 - $25,000,000

iP3 =$25,000,001 - $50,000.000 P4 =More than $50,000.000

’ 3 . V alue Method C o des Q = Appr a i s a l R =C os t (R eal Es ta te On ly ) S = A sse ssm ent T = C a s h M a r k e t

i ( S e e C o l u m n C 2 ) U = Book V alue V =Oth e r W = Es t imated

E =$15,001 - $50,000




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Lodge, Edward J.


05/12/2011

V III . ADDITIONAL INFORM ATION OR EXPLANATIONS.

I nv e s t m e n t s & Tru s t s :

L i n e 8 o n t h e 2 0 0 9 r e p o r t ( K e y B a n k - ~ w a s a d d e d i n e r r o r a n d h a s d e e n d e l e t e d f r o m t h e c u r r e n t r e p o r t. A l l d o l l a r s c o r r e c tl y r e p o r t e d i n L i n e 7 .L i n e 3 9 B u y 5 / 1 2 /1 0 J ( s e c o n d p u r c h a s e d u r i n g y e a r )L i n e 4 1 B u y 2 / 8 /1 0 ( b o u g h t a n d s o l d i n s a m e y e a r )L i n e 4 4 B u y 8 / 4 /1 0 K ( s e c o n d p u r c h a s e d u r i n g y e a r )L i n e 4 5 B u y 8 / 4 / 1 0 K ( s e c o n d p u r c h a s e d u r i n g y e a r )




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Na m e o f Pe r son Re por t i ng

L o d g e , E d w a r d J .

Date o f Report

05/12/7011

IX. CERTIFICATION.

1 c e r t i f y t h a t a l l in f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t ai n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , i f a n y ) i sa c c u r a t e , t r u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i th h e l d b e c a u s e i t m e t a p p l i c a b l e s t a tu t o r y

p r o v i s i o n s p e r m i t t i n g n o n - d i s c l o s u r e .I f u r th e r c e r t if y t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r ia a n d t h e a c c e p t a n c e o f g i f t s w h i c h h a v e b e e n r e p o r t e d a r e i n

c o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S . C . a p p . § 5 0 1 e t . s e q , 5 U . S . C . § 7 3 5 3 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t i o n s .

S i g n a t u r e _

N O T E : A N Y I N D I V ID U A L W H O K N O W I N G L Y A N D W I LF U LL YA N D C R I M I N A L S A N C T I O N S ( 5 U .S .C . a p p . § 1 04 )

C I V I L

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

Edward J Lodge Financial Disclosure Report for 2010

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