D NONE (No reportable positions.)
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1 AO JO Rev FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2011 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. JOI-Ill) I. Person Reporting (last name, first, middle initial) 2. Court or Organization Hartz, Harris L. Tenth Circuit Court of Appeals 5/21/ Title (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time) 5a. Report Type (check appropriate type) 6. Reporting Period Circuit Judge Active D Nomination Date D Initial [{ Annual 5b. CZ Amended Report D Final 01/01/2011 to 12/31/ Chambers or Office Address 201 ThirdSt.NW,#1870 Albuquerque, NM IMPORTANT NOTES: The i11str11ctio11s accompa11yi11g this form 11111st be followed. Complete all parts, checking the NONE box for each part where yo11 have 110 reportable i11formatio11. /11sert sig11at11re 011 last page. I. POSIT! 0 NS. (Reporting individual only; see pp of filing instructions.) D NONE (No reportable positions.) POSITION NAME OF ORGANIZATION/ENTITY I. Trustee Trust No Member, Board of Directors Searle Civil Justice Institute 4. s. II. AGREEMENTS, (Reporting individual only; see pp of filing instructions.) [{ NONE (No reportable agreements.) PARTIES AND TERMS I. 2.
2 Page 2of10 Hartz, Harris L. 5/21/2012 Ill. NON-INVESTMENT IN COME. (Reporting indfrd11al and spouse; see pp of filing instr11cti<>ns.) A. Filer's Non-Investment Income D NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) I New Mexico Judicial Pension $44, B. Spouse's Non-Investment Income - I/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.) SOURCE AND TYPE I JV. REJMB URSEMENTS - transportation, /odging,food, entertainment. (lnc/11des those to spouse and dependent children; see pp of filing instructions.) D NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED I. American Law Institute Washington, D.C. Advisers meeting transportation, lodging, food 2. University of Alabama School oflaw 3/22-24 Tuscsaloosa, AL Moot Court transportation, lodging, food University of California, 3/29-31 Irvine, CA Moot Court transportation, lodging, food Irvine, School of Law 4. Civil Justice Reform Group 6/1-3 New York, NY Panel on Judicial Education Transportation, lodging, food 5. George Mason School of Law I 0/26-27 Washington, DC Searle Center board Transportation, lodging, food meeting 6. George Mason School of Law 11/1 Arlington, VA Dinner Lecture lodging, food
3 Date of l{eport Page3 oflo Hartz, Harris L. 5/21/ American Law Institute Washington, DC Advisers meeting transportation, lodging, food
4 Page 4of10 llartz, llarris L. 5/21/2012 V. GIFTS. (/nc/11des tltose to spouse and dependent children; see pp of filing instructions.) [{ NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE I VI. LIABILITIES. (Includes tltose of spouse and dependent cltildren; see pp of filing instructions.) [{ NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE I
5 Page 5of10 Hartz, Harris L. 5/21/2012 VII. INVESTMENTS and TRUSTS -- income, at11e, transactions r1nc111des those ofspo11se and dependent children; see PP of filing instr11cti1ms.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 tmst assets) reporting period of reporting period (I) (2) (I) (2) (I) (2) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code3 redemption) (J-P) (A-II) (if private (Q-W) transaction) (3) I. Trust I A Dividend 0 T 2. --BRKA --BRKB NUV 6. --PNW 7. --SO 8. --COP 9. --TWCUX LCEIX JANDX NGUAX 1 --NPRTX AMO AX AWSAX * TGRAX USG BX I. Income Gain Cod s: A =:$1.000orkss II =$1.00t $2.500 c =$2.501 $5,000 D =$5.001 $15,000 E=$t5.00I - $50.(XX> (Sec Columns BI and D-t) F =$ $100.!ltXl G =$I I $ Ill =$ $ =More than $ Vnluc Codes J 0:$ I S.000 or less K =$ $ L =$ $ M =$ $ (Sec Columns Cl and DJ} N =$ $ =$ $1.000,000 Pl =$ $5,000,000 1'2 =$5, $ '3 =$ !Xl I $ P4 =More than $ Vnluc Method Co<l.:s 0""Appraisal R =Cost (Real l-.statc Only) S =Assessment T =Cash Market (Sec Column C2) U o-book Value V =Other W =:Estimated
6 Page 6of10 Hartz, Harris L. 5/21/2012 VI I. INVESTMENTS and TRUSTS - income, va111e, transactions r1nc1udes those of spouse and dependent children; see PP of filing instructions.) D NONE (No reportable income, assets, or transactions.) A. B. D. Description of Assets Income during Gross value at end Transactions during reporting period C. (including trust assets) reporting period of reporting period (1) (2) (1) (2) (I) (4) (5) (2) (3) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of exempt from prior disclosure Code 1 div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code 1 buyer/seller (A-II) or int.) (J-P) Code 3 redemption) (J-P) (A-II) (if private (Q-W) transaction) DINAX Morgan Stanley Bank Acc't San Juan County, NM, real estate 21. Parcel I Unimproved real estate in San Juan B Rent M w County, NM# 22. EUGBX A Dividend J T 2 AWSAX * B Dividend J T 24. UTLQX A Dividend J T 25. BRKB None N T 26. OJA A Dividend J T 27. Wells Fargo Bank Account A Interest L T 28. State of Israel Bonds A Interest J T 29. US Savings Bonds B Interest L T 30. Tennis Club of Albuquerque debenture A Interest J T account A Dividend J T PGRWX 3 Individual Retirement Annuity A Dividend N T ING Fixed Account I. Income Gain Codes: A =$1.000 or less ll =$1,001. $2.500 c =$2,501 $5,000 D =$5.001 $15,000 E =$ $50.lXXl (Sec Columns BI and 04) F =$ $ G =$! Sl.000, =$1, $ =More than $ Value Codes J =$ or less K =$ $50,000 L =$ $! M =$ I00.00 I -$ (Sec Columns Cl and DJ) N -$250,001 -$ $500,001 $1, Pl =$1, $5,000,000 P2 =$5.000,001 $25, '3 =$ llOI -$ P4 =More than $ Value MC'lht>d Codes Q =Apprnisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (Sec Column C2) U =Bonk Value V=01hcr W =Estimated
7 Date of Heport Page 7of10 Hartz, Harris L. 5/21/2012 VII. INVESTMENTS and TRUSTS -- income, m111e, transactions r1nc111des tiwse of spouse and dependent c11udren; see PP offilinc instructions.) 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 (J-P) (I) (I) (2) (I) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of Code I exempt from prior disclosure div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-H) or int.) Code) redemption) (J-P) (A-11) (if private (Q-W) (2) transaction) ING Balanced VP 36. IRA Account A Dividend M T Gov't Nat'l Mtge Ass'n Pool US Treasury Bond AMO DX Sold 07/15/11 J A (part) 40. Buy 07/22/11 J (add'!) AWSAX * MSACX Buy 07/22/11 J (add' I) 4 --MSSGX Buy 07/22/11 J (add'i) MPEGX Sold 01/21/11 J A (part) " Sold 04/15/11 J A (part) " Buy 07/22/11 J (add'!) USMIX ** Buy 07/22/11 J (add'!) MSAIX Buy 07/22/11 J MS Spectrum Select (add'!) MS Spectrum Tech MS Spectrum Currency I. Income Gain Codes: A :::osi.000 or less ll =$1,001 -$2.500 c =$ $5,000 D =$ $15,000 E =$15,001 -$ (Sec Columns Ul and 1>4) F =$ $ G =$ I -$ Ill =$ $ =More than $5, V:iluc Codes J =$ or less K =$ $ L =$50.00 I - $ t M =$ $ (Sec Columns Cl and 03) N =$ $ =$ $1, Pl =$ $5,000,000 1'2 =$5.000,001 - $25, PJ =$ I -$50.0(X).000 P4 =-More than $50.000,000 Value Mc1hut..I Codes Q =Appraisal R co:-! (Real Lstn1c Only) S =Assessment T =Cash Market (Sec Column (2) U-= Book Value V=Othcr W =Eslimatcd
8 Page 8of10 Hartz, Harris L. 5/21/2012 VII. INVESTMENTS and TRUSTS - D NONE (No reportable income, assets, or transactions.) income, mlue, tra11sactio11s (Includes those of spouse and dependent children; see PP o filing instructions.) A. ll. c. D. Description of Assets Income during Gross value at end Transactions during reporting period (including trust assets) reporting period of reporting period (I) (2) (I) (2) (I) (3) (4) Place "(X)" after each asset Amount Type ( e.g., Value Value Type ( e.g., Date Value Gain Identity of (2) (5) exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, mm/dd/yy Code 2 Code I buyer/seller (A-11) or int.) (J-P) Code 3 redemption) (J-P) (A-II) (if private (Q-W) transaction) Morgan Stanley Bank Acc't 5 --Morgan Stanley CPI/Commodity note Redeemed 07/06/11 K D ACSDX Buy 07/22/11 J (add'!) 55. Annuity A Interest K T ING VP Inter Bond Portfolio 57. Allstate Life Ins. Co. annuity B Interest K T 58. CM Life Ins. Policy B Interest L T 59. MONY Life Ins. Policy A Dividend K T 60. TETSX None M T 61. EVGFX None J T 62. OPP AX B Dividend L T 6 SCINX A Dividend K T 64. AMOAX None J T 65. LCEAX **** A Dividend J T 66. Morgan Stanley Bank Acc't A Interest J T I. Income Gain Codes: A -:$J.000or kss ll-$ $2.500 c =$2.50t -$5,000 D =$ $15,000 E =$t5,00t -$ (Sec Columns BI and D.t) F =$50.00t $ G =$ l00.00 t -$ Ill =$ $5, =More than $ Value Codes J =-$ or kss K =$ t 5.(XJ 1 - $ L =$ $ M =$ $ (Sec Columns CI and DJ) N $ $500,000 0 =$500,001 -$ Pl=$1, $5,000,000 1'2=$5, $25, I') =$25.!XIO.OOI -$ P4 =More than $ Value Method ('o<lcs Q Appraisnl I{ =Cost (Real Lstatc Only) S =Assessment T :oash Market (Sec Colunm C2) lj Book Value V=Othl r W =Estimated
9 Page 9of10 Hartz, Harris L. 5/21/2012 VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepartofreport.) Lines 15, 23, & 41: GLl3AX was converted to A WSAX on 5/24 Linc 47: MPSCX was converted to USMIX on 5/24 ***Line 48: MDFDX was converted to MSAIX on 5/24 ****Line65: DIVl3X was converted to LCEAX on 7/19 ti Linc 21 : The rent is paid for permission to erect signs on the property; rent is paid by ConocoPhillips Co., El Paso Natural Gas Co., and Enterprise Prod. OELC. Line 33 on 2010 Report: My retirement account vested and payment began in Februrary See Part III-A.
10 Page I 0of10 Hartz, Harris L. 5/21/2012 IX. CERTIFICATION. I 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 ct. seq., 5 U.S.C. 7353, and Judicial Conference regulations. Signature: s/ Harris L. Hartz NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. 104) Committee on Financial Disclosure Administrative Offce of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C
[{ NONE (No reportable positions.)
1 AOJO Rev. 112013 Report Required by the Ethics in Government Act
D NONE (No reportable positions.)
AO JO Rev. 112013 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2012 (5 U.S.C. app. 101-111) I. Person Reporting (last name, first, middle initial)
[{] NONE (No reportable positions.)
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AO JO Rev. 112013 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2012 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app.. H 101-111) I. Person Reporting (last name, first, middle initial)
[{ NONE (No reportable positions.)
.. AOJO Rev. 112011 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app ff JOI-I I I) Person Reporting (last name, first, middle initial)
D NONE (No reportable positions.)
AOlO Rev. 112012 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2011 (5 U.S.C. app. 101-111) I. Person Reporting (last name, first, middle initial)
[K NONE (No reportable positions.)
A010 Rev.112007 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2006 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. 101-111) 1. Person Reporting (last name, first, middle initial)
FOR CALENDAR YEAR 2010 (5 U.S.C. app..~.~" I01-111)
Kane, Yvette Report Required by the Ethics AO 10 FINANCIAL DISCLOSURE REPORT in Govermnent Act of 1978 Rev. 1/2011 FOR CALENDAR YEAR 2010 (5 U.S.C. app..~.~" I01-111) I. Person Reporting (last name, first,
[R NONE (No reportable positions.)
Johnson, Thomas E. AO JO Rev. 11201 / FINANCIAL DISCLOSURE REPORT Report Required by rhe Erhics in Gm emmenr Acr of 1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app. JOI-I/ I) Person Reporting (last name, first,
FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111)
O Brien, Terrence L. AO I0 FINANCIAL DISCLOSURE REPORT Rev. 1/2011 FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111) Report Required by the Ethics in Government Act of 1978 1. Person Reporting (last name,
D NONE (No reportable positions.)
AO 10 Rev. 112012 FINANCIAL DISCLOSURE REPORT Report Required by the E1/1ics in Government Act of 1978 FOR CALENDAR YEAR 2011 (5 U.S.C. app. /0/-1 //) 1. Person Reporting (last name, first, middle initial)
Person Reporting - A Practical Legal Guide
AOIO Rev. 112013 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2012 (5 U.S.C. app..h 101-111) I. Person Reporting (last name, first, middle initial)
D NONE (No reportable positions.)
Report Required by the Ethics AOlO in Government Act of 1978 Rev.112007 FOR CALENDAR YEAR 2006 (5 u.s.c. app. 101-111) J. Penon Reporting Qast name, first, middle initial) Bea, Carlos T 2. Court or Organization
D NONE (No reportable positions.)
Tunheim. John R. AO JO Rev. 112011 FINANCIAL DISCLOSURE REPORT Report Required by 1he E1hics in Governmenl Ac/.of1978 FOR CALENDAR YEAR 2010 (5 U.SC. app. JOI-I I I) I. Person Reporting (last name, first,
D NONE (No reportable positions.)
Kol lar-kotel Iv, Colleen AO JO Rev. 112011 Report Required by the Ethics FINANCIAL DISCLOSURE REPORT in Government Act of 1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-11 l) I. Person Reporting (last
D NONE (No reportable positions.)
AO JO Rev. 112008 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2008 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. JOI-I I I) I. Person Reporting (last name, first, middle initial)
[Z NONE (No reportable positions.)
.. AO JO FNANCAL DSCLOSURE REPORT Report Required by the Ethics 111 Government Act of 1978 Rev. 112008 FOR CALENDAR YEAR 2007 (5 USC opp. Ol-llJ) L Person Reporting (last name. first, middle initial) Court
D NONE (No reportable positions.)
Webber, E. Richard AO JO Rev. J/20ll FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Go1 ernment Act of 1978 FOR CALENDAR YEAR 2010 (5 V.S.C. app. 101-1 I I) Penon Reporting (last name, first,
D NONE (No reportable positions.)
O IO Rev. 112011 FINNCIL DISCLOSURE REPORT FOR CLENDR YER 2011 Report Required by the Ethics in Government ct of 1978 (5 U.S.C. app. IOI-Ill) I. Person Reporting (last name, first, middle initial) Court
D NONE (No reportable non-investment income.)
Danniels_George_B FNANCAL DSCLOSURE REPORT Page 2of6 Daniels,, George B. 05/6/2009. N 0 N-NVESTMENT N CO ME. (Reporting individual and spouse; see pp. 17-14 of filing instructions.) A. Filer's Non-nvestment
[K NONE (No reportable positions.)
Report Required by the Ethics AO IO in Government Act of I978 Rev. J/2007 FOR CALENDAR YEAR 2006 (5 U.S.C. app. IOI-I I I) I. Person Reporting (last name, first, middle initial) Court or Organization TEILBORG,
FINANCIAL DISCLOSURE REPORT. 2. Court or Organization. U.S.D.C. - S.D. Tx. Sa. Report Type (check appropriate type) D Nomination,
Atlas, Nancy F. ;Aoio Rev. 112011 Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111) I. Person Reporting (last name, first, middle initial) Court or
D NONE (No reportable positions.)
Rader, Randall R. FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111) 1. Person Reporting {last name, first, middle initial)
FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2005. 2. Court or Organization. Wester District of Missouri. Sa. Report Type {check appropriate type)
AOlO Rev. 1126 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics FOR CALENDAR YEAR 25 in Government Act of 1978 (5 U.S.C. app. 11-111) Person Reporting (last name, first, middle initial) Laughrey,
D NONE (No reportable positions.)
AO IO Rev. 112006 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of1978 FOR CALENDAR YEAR 2005 {5 US.C. app. IOI-II I) I. Person Reporting (last name, first, middle initial)
D NONE (No reportable positions.)
AOlO FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Governent Act of 1978 Rev.112006 FOR CALENDAR YEAR 2005 (5 U.S.C. app. 101-111) 1. Person Reporting Oast name, first, middle Initial) Court
[{ NONE (No reportable positions.)
Wi 11 iams, Stephen F. AO JO Rev. 112011 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2010 (5 U.S.C. app. IOI-I I I) Person Reporting (last name,
D NONE (No reportable positions.)
O O FINNCIL DISCLOSURE REPOR in Government ct of I 978 Rev. 112007 FOR CLENDR YER 2006 (5 U.S.C. app. OI-I II) Report Required by the Ethics Person Reporting (last name, first, middle initial) Court or
[Z NONE (No reportable positions.)
O O Rev. 112008 FINNCIL DISCLOSURE FOR CLENDR YER 2007 REPO \o V::d \( Report Required by the Ethics in Government ct of 1978 (5 U.S.C. app. 101-111) 1. Person Reporting (last name, first, middle initial)
D NONE (No reportable positions.)
.. AOIO FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 Rev. /12006 FOR CALENDAR YEAR 2005 (5 U.S.C. opp. JOI-I I/) l. Penon Reporting (last name, ftnt, middle Initial)
[Z NONE (No reportable non-investment income.) D NONE (No reportable non-investment income.) D NONE (No reportable reimbursements.
Martin_Beverly_B FNANCAL DSCLOSURE REPORT Page 2of14 MARTN, BEVERLY B. 611912009 ll. N 0 NNVESTMENT N CO ME. (Reporting individual and spouse; see pp. 1724 of filing instructions.) A. Filers Nonnvestment
[K NONE (No reportable positions.)
AOlO FINANCIAL DISCLOSURE REPOR Report Required by the Ethics in Government Act of 1978 Rev. 112006 FOR CALENDAR YEAR 2005 (5 U.S.C. app. 101-111) Person Reporting (last name, first, middle initial) Court
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