A. Howard Matz

2011Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

112
investments
1
positions
1
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

pm Trust
Former and present law clerks and staff

As filed

JP Morgan Mid Cap

Willis CA Bond

Cupertino CA Bond

Montclair CA Bond

TRLSTNO.3} — Int/Div

AllianceBemstein Tax Mged — Sold

AllanceBemstein Tax Mged — Sold

AllianceBemstein Tax Mged — Sold

AllianceBernstein Tax Mged — Sold

AllanceBemstein Tax Mged — Buy

IRA ONE — Int/Div

AllianceBemstein Wealth Apprec — Sold

AllianceBemstein Wealth Apprec — Buy

AllianceBemstein Wealth Apprec — Sold

AlhanceBemstein Wealth Apprec — Sold

AllianceBemstein Wealth Apprec — Buy

AllanceBerstein Wealth Apprec — Buy

IRA TWO — Ine

AllanceBemstein Wealth Apprec — Sold

AllianceBemstein Wealth Apprec — Sold

AllianceBemstein Wealth Apprec — Buy

AllianceBemstein Wealth Apprec — Sold

AllianceBerstein Wealth Apprec — Buy

AlhanceBemsten Wealth Apprec — Buy

TRLST ONE — Int/Div

Allianz AGIC Opport — Sold

Artisan Intl — Sold

Artisan atl — Sold

Black Rock Equity Dividend Fund

General Electric

Merger Fund — Sold

Permanent Portfolio — Sold

Schwab Money Fund

Selected American Shares — Sold

Verizon Comm

Walt Disney

Fidelity Contra — Sold

Morgan Stanley Inst. Mid Cap Growth Fund

Oakmark Intl. Small Cap Fund

ICM Small Company Fund — Sold

Dodge & Cox Intl, Stock Fund — Sold

Forward Tactical Growth — Sold

JP Morgan Strategic Income Fund — Sold

RS Emerging Markets — Sold

MLP Alpha Fund — Sold

Fromtier Comm. Corp

Marketfield Fund — Buy

Markethield Fund — Sold

Rivemorth Core Opp. Fund — Buy

FMI Large Cap — Buy

Nuveen Tradewmds Global — Buy

Aberdeen Emerging Markets — Buy

Aston/River Road Ind — Buy

Loomis Sayles Small Cap — Buy

Touchstone Small Cap Core — Buy

Walt Disney — Sold (part)

Center Coast MLP Focus — Buy

Aberdeen Emerging — Buy

IRA ROLLOVER — Int/Div

Allianz AGIC Opp — Sold

Artisan Intl. Fund — Sold

Dodge & Cox Intl. Stock Fund — Sold

ICM Small Company Portfolio — Sold

Merger Fund — Sold

JP Morgan Mid Cap — Sold

MS Inst. Mid Cap Growth — Sold

Oakmark Intl. Small Cap — Buy

Permanent Portfolio — Sold

Selected American Shares — Sold

Schwab Money Fund

Black Rock Equity Div — Buy

Fidelity Contra Fund — Sold

Forward Tactical Growth — Sold

JP Morgan Strategic Income — Sold

RS Emerging Mkts — Sold

UBS E-Tracs Alerian MLP — Buy

Marketfield Fund — Buy

Marketfield Fund — Sold

RiverNorth Core Opp Fund — Buy

RiverNorth Core Opp. Fund — Buy

EMI Large Cap — Buy

EMI Large Cap — Sold

Aston/River Road Ind. Value — Buy

Loomis Sayles Small Cap Growth — Buy

Touchstone Small Cap — Buy

Aberdeen Emerging Mkts — Buy

Nuveen Tradewinds Global — Buy

TRUST NO. TWO — Interest

Oppenheimer M/M

Whittier CA Bon

Calif. St. G/O Bond 2035

Contra Costa LA Bond

Upland CA Bond

Cal EDL Fac $.25% 4/1/24

Calif. St G/O 2033

CA EDL Fac 5% 10/1/2036

Torrance CA Bond

Capistrano CA Bond

South Tahoe

Bonita Canvon CA Bond

Cerritos CA Bond

Calif. Stwde 5.75% (State Water Dev.)

Calif. HFA 5.375%

Bell Gardens 5%

TRLST NO. 6 — Interest

TIAACREF — Interest

Israel Bonds — Interest

Co-Trustor and Co-Trustee, pm Trust

Gift — Former and present law clerks and staff — Gift certificate for bicycle — $1,000.00

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.