D [{]

D

POSITION OF ORGANIZA TTON/ENTITY

of filing

Lodge,

Report Required by the Ethics F'INANCIAL DISCLOSURE REPORT "AO IO in Government Act of I 978 Rev. 112010 FOR CALENDAR YEAR 2009 (5 U.S.C. app. §§ 101-111)

l. Person Reporting (last name, first, middle initial)

Lodge, Edward J.

2. Court or Organization

DISTRICT COURT, Idaho

3. Date of Report

05/07/2010

4. Title (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time)

U.S. Districte Judge, active

Sa. Report Typ< (check appropriate type)

D Nomjnation, Date

Initial Annual

Sb. Amended Report

D Final

6. Reporting Period

01/01/2009 to

12/31/2009

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 complianre "itb applicable laws and regulations.

Revie ing Officer Date

IMPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts,

checking the NONE box for each part where you have no reportable information. Sign on last page.

J. POSJTJ 0 NS, (Reportingindividual only; see pp. 9-13 of fzling instructions.)

D NONE (No reportable positions.)

NAME

l. Retired District Judge State ofldaho

2.

3.

4.

5.

IJ. AGREEMENTS. (Reporting indfridual only; see pp. 14-16 insrrucrion.s.)

D NONE (No reportable agreements.)

PARTIES AND TERMS

I. 1987 Retirement - State District Judge - 75% full pay

·..._.J

, ... ) L'-1

2.

3.

Edward J.

SOURCE

SOURCE AND TYPE

SOURCE LOCATION PURPOSE

INCOME

ITEMS PROVIDED

.Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT

05/07/2010Lodge, Edward J. Page 2of8

Ill. NON-INVESTMENT IN COME. (Reporting individual and spouse; see pp. 17-:U of filing instructions.)

A. Filer's Non-Investment Income

NONE (No reportable non-investment income.)DI, AND TYPE

(yours, nol spouse's)

1. 2009 State of ldaho Retired District Judge $85,157.28

2.

3.

4.

B. Spouse's Non-Investment Income - Ifyou were mntried during any portion of the reporting year, complete this section.

(Doll'1r amount not required except for honoraria)

0 NONE (No reportable non-investment income.)

I. 2009 State Senator

2. 2009 Public Employer Retirement System ofldaho

3.

4.

IV. REIMBURSEMENTS - transportation, lodging, food, entertainment

(Includes those lo spouse and dependent children; see pp. 25 21 of filing instructions.)

[{] NONE (No reportable reimbursements.)

l.

2.

3.

4.

5.

PAID OR

SOURCE DESCRIPTION

CREDITOR

VALUE

Name <>f Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 3 of8 05/07/2010Lodge, Edward J.

V. GIFTS. (Includes those to spouse and dependent children; see pp. 28-31 of filing instructions.)

l2J NONE (No reportable gifts)

I.

2.

3.

4.

5.

VJ. LIABILITIES. (Includes those of.•pouse and dependent children; see pp. 32-33 of filing instruction.•.)

NONE (No reportable liabilities.) [{] DESCRJPT10N VALUE CODE

2.

3.

4.

5.

of fWng

I i

I •

- --····--··--. . .. . . .

4.

Ji&;i l

Ldge.:.¥±;11

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J1 l 1

Bank-> J

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(A-H)

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Date of Report Name of Penon Reporting FINANCIAL DISCLOSURE REPORT

Page 4 of8 Lodge, Edward J. 05/07/2010

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes tho.-• of spouse and dependent children; see PP· u-60 fostructions.J

D NONE (No reportable income, assets, or transactions.)

' · · ·-· ------·-···-··

A. B. C. D.

Description of Assets Income during Gross value at end Transactions during reporting period

(including trust assets) reporting period of reporting period

(I)(2) (2) (2) (3) (4) (5) Amount Value Value Type(e.g., Date Value Gain Identity of Type (e.g.•Place "(X)" after each asset Code l buy. sell. mm/dd/yy Code2 , Code lCode2 Methodexempt from prior disclosure div., rent. buyer/seller

redemption) (J-P) I (A-H)orinL) (if private (J-P) Code3 (Q-W) transaction)

·······------

I.

2.

3.

5.

6.

7.

'8.

9.

10.

l I.

12. .... -

13. ·· · --·

14. - .

15.

'16.

17.

Lodge · (Partnership) Dry Land Pasture Malheur County

(Partnership) US Bank-Checking Account

Dry Pasture Canyon County, ID ,

Livestock cows, bulls, heifers

Cattle Sales

BJ Hines

Key Bank Market Account

Key

Windtidge Farm 50% intere st in land house, barn & vineyard

Checking (sweep) Account Key Bank Caldwell, ID

Property Canyon County

Edward J. Lodge Key Bank Private Banking (sweep) Account

Idaho Independent Bank

Washington Mutual (purchased by Chase Bank)

American Funds: Growth Fund of America Mutual Fund

Oppenheimer: Opp. Small Cap Mutual Fund

Security: Security Mid Cap Mutual Fund

A

c

A

A

A

B

A

A

A

A

A

None N

Interest J

None N

None K

None

Dividend M

Interest L

Interest K

None M

Interest K

None M

Interest L

Interest M

Interest L

Dividend

Dividend

Dividend

w

T

w

w

Sold

T

T

T

w

T

w

T

T

T

Sold

Sold

Sold

12/31/09 J D

11/09/09 J A

11/09/09 J A

11109109 J A

auction

I I i

' ' i

I. Income Gain Codes: (Sec Columns Bl and D4)

2. Value Codes (See Columns Cl and ll3)

'3. Value Method Codes (Set: Column C2)

A =$1,000 or less F =$50.UOI • $100.000

J =$15,000 or le N =$250.001 · $500,000

P3 =$25.000.001 · $50.000.000

Q=Appraisal U =BooL: VBlue

B =$1.001 • $2,500

G =$100.001 -$1,000,000

K =$15.001- $50.000

0 =$500.001 -$(,000.000

R =Cost (Real Estate Ocly) V =-Other

C =S2.501 - !5.000

Ill =$1.000.001. $5.000.000

L=$50.00l -$100,000

Pl =$1.000,00! - $5,000,000 P4 :rMore than $50.000,000

S ""Assessment W =Estimated

D =$5.001 · $15.000

112 ""More tban $5,000,000 M =$100,001 - $250. '){)

P2 =S>.000,001 · S25.000.000

T =Cash Mart:er

.-(-1) -, ·

I

I

-

I

. ..

-

(I)

Name of Person Rep&rting Date of Report FINANCIAL DISCLOSURE REPORT

Page 5 of8 Lodge, Edward J. 05/07/2010

VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1ude.<those of spouse am1 dependent children; see pp. 34-60 offiling ins1ruc1ions.J

D NONE (No reportable income, assets, or transactions.)

A. B. C. D.

Description of Assets Income during Gross value at end Transactions during reporting period Unduding trust assets) reporting period of reporting period

(2) (2) (I) (2) (3) (4) (5) Date Value GainPlace "(X)" after each asset Amount Value Type( e.g., Type (e.g., Value ldcntity of

Code 1 buy, sell, lmm/ddlyyMethod Code 2 Code I buyer/sellerexempt from prior disclosure div., rent, Code2

Code3 rt:demption) (A-H) (if private (A-H) or int.) (J-P) (J·P) transaction)(Q-W)

18. American Funds: Europacific Growth Mutual Fund

A Dividend Sold 11109109 J A

19. American Funds: Capital Income Builder Mutual fund

A Dividend J T

20. Franklin Templeton : Frankclin Income Mutual Fund

A Dividend J T

! 21. Chevron Stock A Dividend J T

22. Sysco Stock A Dividend J T

23. Del Monte Stock A Dividend K T

24. Supervalue Stock A Dividend J T

25. Franklin Templeton Mutual: Beacon Funds Murual Fund

A Dividend Sold 11/09/09 J A

26. American Funds: Capital Income Builder Mutual Fund

B Dividend K T

27. Calamos: Calamos Strategic Mutual Fund A Dividend J T

28. Franklin Templeton: Franklin lnc-0me Mutual Fund

B Dividend K T

29. American Funds: Income Fund of America Mutual Fund

A Dividend J T Sold (part)

12/09/09 J A --·

30. Black Rock Blackrock Equity Dividend A Dividend J T

31. American Funds Capital World Growth and Income

A Dividend J T

32. Black Rock Blaclcrock Equity Dividend ..

A Dividend Sold l l/11109 J A

33. Oppenheimer: Oppenheimer International Bond

A Dividend J T

34. Blackrock: Blaclcrock Global Allocation A Dividend J T

I. Income Gain Codes:

(See Columns Ol aud D4) 2. Value Codc.s

(Se< Columns Cl and DJ)

3. Value Method Codes

(Se Column C2)

A :$ 1,000 or le!>..<;

F $50.001. $100.000 J ""$15,000 or Jes&

N =$250,00l - $500,000 P3 =$25,000,001 • $50.000,000

Q =Appraisal

U =Book Value

ll •$1,001 -$2.500

G SI00,001 • $1.000,000

K •$15.001 • $50,000

0 =$500,001. $1,000,000

R =Cos! (Real Estste Only)

V =Other

c =$2,501 -15,000 Hl =$1 ,000,001 -$5,000,000 L =$50,001 -$100,000

Pl =$1.000,001 - $5,000,000 P4 =More than $50,000.000 S =Assessment W =Estimated

D =$5,001 • $15.000 E =$15 ,00 l - $50,000 H2 =More tbaa $5,000,000

M =$I 00,00 l -$250,000

Pl =$5.000,001 · $25.000.000

T asb Market

I I

I

\

'

I

· --,' i

-I

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-·---------

(!) (2)

(J-P)

N•me of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 6 of8 Lodge, Edward J. 05/07/2010

VII. INVESTJ\1ENTS and TRUSTS - income, ••alue, transactions (Includes those of spouse and dependent children; see PP. 34-60 of filing instructions.)

D NONE (No reportable income, assets, or transactions.)

A. B. c. D. Oescription of A sscts Income during Gross value at end Transactions during reporting period

(including trust assets) reporting period of reporting period

(I) (2) (I) (2} (3) (4) (5)IValue Value Type (e.g., Date Value GainPlace ..(X)" after eacr. asset Amount Type (e.g., Identity of Code 1 div.1 rent, Code 2 Method buy, sell, mm!dd!yy Code2 Iexempt from prior disclosure Code 1 buyer/seller (A-1-!) or int.} (J-P) Code3 redemption) I (A-H) (ifprivate

(Q-W) transaction)

35. Stonegate Bank CD A Interest Matured 03109109 L A

36. Stonegale Bank CD A Interest Matured 04109109 L A

37. Cathay Bank CD B Interest Matured 06109109 L B

38. D.A. Davidson Money Market A Interest 0 T

39. Bank of North Carolina A Interest Matured 06109109 L see additional information

40. Cascade Bank Everett CD A Interest Matured 07/09/09 L see additional information

41. Wilmington Savings CD A Interest Matured 07109109 K see additional inibnnation

42. Oneida CO ID GO Bnnds A Interest K T Buy 06109109 K

43. University ofld Rev. Bonds A Interest K T Buy 04109109 K

44. Blackrock Global Mutual Funds A Dividend K T Buy 12/09109 K

45. Eaton Vance Global Macro Mutual Funds c Dividend L T Buy 12/09/09 L ·-·

46. !-Shares Tips A Dividend K T Buy 07109/09 K

47. Twin falls - Cassia UTGO Ref. Bonds A Interest K T Buy 09/09/09 K . --·- --

48. Black.rock: Blackrock Global Allocation A Dividend K T Buy 11/09/09 K

I. Jacome Gaia Codes:

(See Columns Bl and D4) ! 2. Value Codes

ccColumosCI and DJ)

Jue Method Codes

eColumnC2)

A =$1,0(}J or kss

f:SS0,001 -SI00,000

J =$15.000 or less

N •$250,001 - $500,000

PJ :s2s.ooo.001 . s5o,ooo.oooQ '"'Appra1s3l U "'B<)(lk Value

B :$t,00t -$2.500 G :$100 ,001 - $1,000,000 K •$15,001 -$50,000

0 •$500.001 - $1,000,000

R =Cost (Real Estate Only) Y =Other

c :$2.50 l - $5,000HI •Sl,000,001-$5,000,000

L •SS0,001 -SI00,000

Pl $1,000,001 -$5,000,000

P4 =More than SS0,000,000

S =Assessment

W =Estimated

D =$5,001 · $15,000 E •$15,001. $50,000

H2 =More than $5,000,000

M mStD0,001 - $250.000

P2 •$5,000.00t - $25,000,000

T ""Casb Morket

FINANCIAL DISCLOSURE REPORT

Page 7of8

Name of Person Reporting

Lodge, Edward J.

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (Indicateparto/ReporL)

Jnvestments & Trusts:

Matured CD's went to money market which raised money market values.

Line 40 purchased on 04/17 /09 Line 41 purchases on 04/03/09 Line 42 purchased on 04/03/09

Date of Report

05107!2010

' .· .

• c ' '

Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT

Page 8of8 Lodge, Edward J. 0510712010

IX. CERTIFICATION.

I certify that aJJ 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 st atutory provisions permitting non·disclosure.

I further certify that earned income from outside emploJment 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 JudicialConference regulations.

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

One Columbus Circle, N.E. Washington, D.C. 20544

FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2·301