joseph e irenas financial disclosure report for 2010

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  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

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    I AO 10Rev. 1/2011 I FINANCIAL DISCLOSURE REPOR TFOR CALENDAR YEAR 201 0 Report Re quired by the Ethicsin Government A ct ofl978(5 U.S .C. app. f 101-111)I . P e r s o n R e p o r t i n g ( l a s t n a m e , f ir s t , m i d d l e i n i t ia l )Irenas, Joseph E.

    4 . T i t l e ( A r t i c l e I I I j u d g e s i n d i c a t e a c t i v e o r s e n i o r s t a t u s ;magistrate judges indicate full- or part-time)

    U.S. Dis t r i c t Judge-Sen io r

    7. Chamber~ or O ff i ce A ddres sP.O. Box 2097Cam den, N .J . 08101

    2 . C o u r t o r O r g a n i z a t io nUnited States Distr ic t Court

    3 . Date o f Report05/17/201

    5a. Repor t Type (check appropr iate type)] Nomination, D a t e[] Initial [] Annual [] Final5b. [] Amended Report8. O n t h e b a s i s o f th e i n f o r m a t i o n c o n t a i n e d i n t h i s R e p o r t a n d a n ym o d i f i c a t i o n s p e r t a i n i n g t h e r e t o , it i s , i n m y o p i n i o n , i n c o m p l i a n c e

    ~th appl i cabl e l aws and regulat i ons .

    Revie~ng Officer D a l e

    6. Repor t ing Per iod01/01/2010

    to12/31/2010

    I M P O R T A N T N O T E S : The instructions accompanying this form must be followe4 Complete all parts,checking the NON E box for each part where you hav e no reportable information. Sign on last page.

    I . P O S I T I O N S . (R , V o r ti n g individual only; seepp. 9-13 of filing instructions.)~] (No reportable positions.)O N E

    POSITION NAME OF ORGANIZATION/ENTITY

    2.

    3.

    4.5.

    I I . A G R E E M E N T S . (Reporting individual only; seepp. 14-16 of filing instructio.x)N O N E ( N o reportable agreeme nts.)

    D A T E1.

    2.

    3.

    PARTIES AND TERM S

  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTPage 2 o f 11

    N a m e o f Person Repor t ingl r e n a s , Jo s e ph E .

    D a l e o f R e p o r t05/17/201 I

    I l L N O N - I N V E S T M E N T I N C O M E . : R e p o , in g i n d i , .i d u a l a n a s p a u s e ; s e e p p . 1 7 - 2 4 of filing instructions.)A. Fi le r s Non-Inve s tmen t Income~ (No reportable income.)ONE non- inves tmen t

    DATE SOURCE AND TYPE

    2.

    3.

    4.

    INCOME( your s , no t spouse s )

    B . S p o u s e s N o n - l n v e s tm e n t I n c o m e - if you were married during any portion of the reporting year, complete this section.(D ol lar amount no t requi red excep t for honorar ia . )

    N O N E ( N o repor tab le non - i nv es tmen t i nc ome . )DATE SOURCE AND TYPE

    I.

    2.

    3.

    4.

    IV . R E I M B U R S E M E N T S - ,r a~ s p or ta ,io n , lodging, food, entertainment.( Includes those to spouse and depen dent chi ldren; see pp . 25-27 of fi l i ng ins t ruct i ons . )

    N O N E (N o repor tab l e r e i mbu rs emen t s .)SOURCE DATES LOCATION

    I.

    2.

    3.

    4.

    5.

    PURPOSE ITEM S PAID OR PROVIDED

  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTP a g e 3 o f I l

    N a m e o f P e r s o n R e p o r t in gI r e n a s , Jo s e ph E .

    D a t e o f R e p o r t05/17/2011

    V . G I F T S . a n c l u d e s , h o s e ,o s p o u s e u n d d e p e n d e n , children; see p p . 2 8 - 3 1 of f i l ing instruct ions. )[~ ] N O N E (No repo rtable girls.)

    SOURCE DESCRIPTIONI.

    2.

    3.

    4.

    5.

    VALUE

    V I . L I A B I L I T I E S . a . c l .d e s , h o s e o l s p o .s e ~ n d d e p e . d e . t c h i ld r e n ; s e e p p . 3 2 - 3 3 of f i l ing ins tructions)N O N E ( N o rep o r ta b l e l ia b i l i t i e s .)

    CREDITOR DESCRIPTIONI.

    2.

    3.

    4.

    5.

    VALUECODE

  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTPa g e 4 o f I 1

    N a m e o f P e r s on Reportinglrenas, Joseph E.

    Date of Report05/I 7/2011

    V I I . 1 N V E S T M E N T S a n d T R U S T S - income, value, transact ions (Includes those of spou se and de pendent chi ldren; see p p. 34-60 of f i l ing instruct ions. )N O N E (No reportable income, assets, or transactions.)

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

    O) (2)P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e (e .g . ,exempt from prior disclosure 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)V alue V alue

    C o d e 2 M e t h o d(J-P) C o d e 3

    ( Q - W )

    (1 )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 Va lu e Gainm m/dd /yy C od e 2 C ode I

    ( J - P ) (A - H )

    O)I d e n t i t y o f

    buyer/seller( i f p r i v a t et r a n s a c t i o n )

    I. B a n k o f A m e r i c a C h e c k i n g A c c o u n t2. J .P . Morgan Chase Savings Accoun t3. J .P . Morgan Chase Checking Accoun t4. Shares in Corp . /P r ince ton , N.J . ,Bui ld ing5. Wachovia (now W el l s Fargo ) Bank IRA6. Wachovia (now W el l s Fargo ) Bank IRA7. Smi th Barney Money M arke t8. Rhodia Inc.~9. Sensivida Med. Tech~

    1 0 . Amgen~!I I . Bank o f Amer ica 7% subordina ted bond1 2 . Bank o f Amer ica 6 .9% subordina ted bond1 3 . Oppenhe im er NJ Muni FUnd Class A1 4 . Bank of A mer i ca Inves t . Se rv . MoneyMarket1 5 . NJ EDA Sta te Lease Ref . 03/15/2022

    A

    E

    A

    A

    A

    B

    A

    C

    A

    A

    Interest K TInterest K T

    N o n e J TR ent 0 W

    Interest J TInterest J TInterest J TNone J TN o n e J TN o n e J T

    Interest J TInterest J T Bu yInterest K T

    D ivid end J TInterest J T

    05 /14/ I0

    1 6 . Middle town Twp. NJ Bd . Ed . T /ODated02/l 5/01 ; Due 08/01/271 7 . Fide l i ty IRA; ; See Comm ent A

    AE

    Interestlnt . /Div. O

    Redeemed 108/02/10 J

    I. Income Gain Codes :(Se e Columns B I a nd

    2. V alue Codes| .Y~.e Columns CI and D3)

    3. V alue Mcthod CodesIScc Column C2)

    A =$1,000 or lessF =$50,0~1 - $100,000J =$15.000 or lessN =$250.001 - $500.000P3 =$25,000,0~1 - $50.000.000O Appra isa lU =Book V alue

    B=$1,001 - $2,500G =$100,001 - $1.000,000K =$15,001 - $50,000O = $ 5 0 0 . 0 0 1 - $ I .000.000R C o s t ( R e a l E s l a l e O n l y )V = O t h e r

    C =$2,501 - $5.000H I =$ 1,00~.001 - $5.000.000L -$50.001 - $100.000PI =$1,00~.001 - $5,0~0,090P4 =More than $50,000,0~0S =A ssessmentW =Est imated

    D =$5,001 - $15,000H2 =More than $5,000,000M :$100,001 - $250,000P2 =$5.000,001 - $25,000,000T =Cash Mark e t

    E = $ 1 5 , 0 0 1 - $50,000

  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTP a g e 5 o f 1 1

    N a m e o f P e r s o n R e p o r t in gl r ena s , J o s eph E .

    Date of Report05/I 7/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (lncl.de$ tho$ of spo.~e and dependent children; see pp. 34-60 of filing inslruction~)NONE ( No reportable income, assets, or transactions.)

    D e sc rip t io n o f A ss ets In c o m e d u rin g( in c lu d in g t ru s t a s se ts ) rep o rt in g p e rio d

    0) (2)Place "(X)" after each asset A m o u n t Type (e.g.,exempt from prior disclosure Code I div . , rent ,

    ( A - H ) or i n l . )

    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)

    V a lu e V a lu eC o d e 2 M e t h o d(J-P) C o d e 3

    ( Q - W )

    (I )T y p ~ ( e .g . ,

    buy, sel l ,redemption)

    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 Va lu e Gain

    m m /d d/yy C od e 2 Co d e I( J - P ) ( A - H )

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

    b u y e r / s e l l e r( i f p r i v a t e

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

    1 8 . -F ide li t y Re t i r ement Money Make t1 9 . -F ide l i ty Magel lan20 . -F ide l it y Cont ra fund

    21 . -F ide l i tyOTC P or t fo l io22 . -Fidel i ty Overseas23 . G o l d m a n S a c h s B k . 4 % C D D I n t e r e s t Redeemed 12/03/10 M24 . Metro politan Life Annuj ity; See Comment E D I n t e r e s t

    25 . 6 I /2% inte r e s t in music publ i sh ing bus ine ss F Dividendi n Europe26 . Insurance Trust; See Comment C E Dividend

    2 7. J oh n H a n c oc k W h o le Li fe Po li cy A Dividend

    28 . Mass M utua l W ho le l i f e Po l i cy A Dividend

    2 9 . B a n k o f Am e r ic a Sa v in g s Ce r ti fi ca t e B I n t e r e s t

    30 .

    M T

    O WN T

    K T

    J T

    M T

    31 .32 .

    33.34.

    I. Incom e G ain C od es : A = $1,000 or less B = $1,0~ 1 - $ 2,5 00 C = $2,5 01 - $5 ,000 D =$5.001 - $15,0~0(S ee Co lumns B I and D 4) F ~$50.001 - $100,0~0 G =$100,001 - $1,000,000 H I = $1 ,0 00 ,0 01 - $ 5,0 00 ,0 00 H 2 =M ore Ih an

    2. V a lue Codes J $ 1 5 , 0 ~ o r l e s s K =$15,001 - $50.000 L =$50,001 - $100.000 M =$100,001 - $250,000(S ee Co lumns C I and D 3) N =$250.001 - $500.000 O =$500.001 - $1,000,000 PI =$1,000,001 - $5,000,000 P2 =$5.000,001 - $25,000.000

    P3 =$25,000,001 - $50.000.000 P4 =More than3. V a lue Method Codes Q =Apprai .,a l R =Cosl (Real Estale Only) S =A ssessment T =Cash Mark e t(Se e Column C2) U =Book V alue V = O t h e r W =Est imated

    E =$15.0OI - S50,000

  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTP a g e 6 o f I I

    N a m e o f P e r s o n R e p o r t in gI r e n a s , Jo s e ph E .

    Dale of Report05/I 7/201 I

    V I I . I N V E S T M E N T S a n d T R U S T S - income, value, transactions (Includes those of spouse and dependent children; seepp. 34-60 of fillng imtructiong)

    35.

    36.

    37.

    38.

    39.

    40.

    41.

    42.

    43.

    44.

    45.

    46 .

    47 .

    48.

    49.

    50 .51 .

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

    D e sc rip t io n o f A ss ets In c o m e d u rin g( in c lu d in g t ru s t a s se tS ) rep o rt in g p e rio d

    0) (2)Place "(X)" after each asset A m o u n t Type (e.g.,exempt from prior disclosure Code I div . , rent ,

    ( A - H ) or in 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(1) (2)

    V a lu e V a lu eC o d e 2 M e t h o d(J-P) C o d e 3

    ( Q - W )

    0)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 Va lu e Gain

    m nddd / y y Code 2 C o d e 1( J - P ) [ (A-H)

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

    b u y e r / s e l l e r( i f p r i v a t e

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

    I . Income Gain Codes : A =$1,000 or less B =$1,001 - $2,500 (" =$2,501 - $5,000 D =$5.0OI - $15,000(S Co lumns BI and D - l ) F ~$50,091 - $10(I,000 G =$100,001 -$1,1300.000 HI =$1,000,001 - $5.003,000 H2 -/.lore than $5.000,000

    2. V alu e C od es J = $ 15 ,000 or less K -$15,001 o $50,000 L =$50,001 - $100,000 M - $100, 0O I - $25 0. 000(Se e Columns CI a nd D3 ) N =$250.001 - $500,00~ O =$500,001 - $1.00~,000 P I = $ 1, 0O O , 00 1 - $ 5 ,0 00 ,0 00 P 2 = $ 5. 00 0, 0~ 1 - $ 2 5. 00 0. 00 0

    P3 $25,000,001 - $50.000,000 p4 = More thart $50,000.0003. V a lue Method Codes Q =Appraisal R - Cos t (Rea l Es t a t e O nly ) S - A s~ zssmcn t T =Cash Mark e t( . S ee Co lumn C2) U =Book V alue V = O t h er W =Est imated

    E =$15.0OI - $50.000

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    FINANCIAL DISCLOSURE REPORTP a g e 7 o f 1 1

    N a m e o f P e r s o n R e p o r t in gI renas , Jo seph E .

    D a t e o f R e p o r t05117/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - income, ,blue, transactions (Includes those of spouse and dependent children; seepp. 34-60 of filing instructions.)D NONE income, or transactions.)N o reportable assets ,

    52 .53 .54 .55 .56 .57 .

    58 .59 .

    60 .61 .62 .63 .

    64.65 .66 .

    67 .

    A. B. C.Description of Assets Income dur ing Gross value at end(including trust assets) reporting period of reporting period

    (1) (2) (I) (2)Place "(X )" after each asset A m ount Type (e.g., V a l u e Va lu e

    exempt from prior disclosure Code 1 div., rent, Co d e 2 Method(A - H ) o r i n t .) ( J - P ) Co d e 3(Q-W)

    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 Va lu e Gainm ~ r d d d / y y Code 2 C od e I

    ( J - P ) (A-H)

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

    b u y e r / s e l l e r( i f p r i v a t e

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

    68 .

    1. Incom e G ain C odes: A = $1,000 or less B = $1.001 - $2 ,500 C = $2,501 - $5 ,000 D =$5.001 - $15.0~0(Se e Columns B I a nd D4) F = $5 0,0~ 1 - $ 100,00~ G =$100,001 - $1,00~ ,000 H 1 =$1,0~0.001 - $5,0~) .0~) t t2 =More ~han $5.0~0.0~0

    2. V a lue Codes J =$15,0~0 or less K =$15,001 - $ 50.000 L =$50.001 - $ 100,000 M =$ I 0~.001 - $250,000(Se e Columns CI a nd D3 ) N =$250,001 - $500,000 O =$ 5 00 .0 01 . $ 1,0 ~9 ,1 3~ 0 p I - $1 ,0 ~0 ,0 01 - $ 5. 0~ K 1, 0~ 0 P2 $5 . 090. 001 - $25 . 0~ 0. 000

    P3 -$25,0~0,001 . $50.0~O,000 P4 =More than $50,0~0.00~3. V a lue Method Codes Q =Appraisal R - Cos t (Rea l Es t a t e O nly ) S = A s ~ s s m e n t T -Ca s h Ma rkc l( s ee C o l u m n C 2 ) U =Book V alue V = O l h c r W =Est imated

    E =$15,001 - $50,0~0

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    FINANCIAL DISCLOSURE REPORTP a g e 8 o f 1 1

    N a m e o f P e r s o n R e p o r t in gI renas , Jo seph E .

    D a t e o f R e p o r t05/17/2011

    VII. INVESTM ENTS an d TRUSTS - i .... e, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)D (No reportable assets, orONE income, transactions.)

    69 .70 .71 .72 .

    73 .74 .

    75 .76 .77 .78 .

    " / 9 .

    80 .81 .

    82 .83 .

    84.

    A. B. C.D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e n d( inc lud ing t rus t a s se ts ) repor t ing per iod o f r e p o r t i n g p e r i o d

    (1) (2) (I) (2 )Place "(X)" after each asset A m o u n t Type (e.g., V a l u e V a l u e

    exempt from prior disclosure Code I d iv ., re n t , C od e 2 M e t h o d( A - H ) or in t . ) (J-P) C o d e 3( Q - W )

    ( 1 )Type (e.g.,buy, sel l ,

    redemption)

    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 Va lu e Gain

    mm/dd/yy Co d e 2 C ode I(J -P) ( A -H)

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

    b u y e r / s e l l e r( i f p r i v a t e

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

    85 .

    1. Incom e G ain C odes: A = $1,000 or less B = $1.001 - $2 ,500 C -$ 2 ,5 01 - $ 5 ,000 D =$5,001 - $15,000(see C olunm s 131 and D4) F = $5 0,001 - $100,000 G -$ 100,001 - $ 1 .000.000 HI =$1.0~X L001 - $5,000,000 H2 =More than $5.000.000

    2. V alue C od es J = $ 15 .000 or less K = $15,001 - $50.000 L = $ 5 0 , 0 0 1 - $ 1 0 0 ,0 O O M =$ 100,001 - $250,000(Se e Columns CI a nd D3 ) N =$250.0O I - $500.000 O -$500.001 - $1.0O O.000 PI $1,000.001 - $5.000,000 P2 =$5,000,001 - $25,000.000p3 = $25,000.001 . $50.000,000 P4 More than $ 5 0. 000, 000

    3. V a lue Method Codes Q =Appraisal R = Cos l (Rea l Es t a t e O nly ) S =A sscssmcn l T =Ca s h Ma rke t(Se e Column C2) U =Book V alue V - O t h cr \V =Es t imated

    E =$15,001 - $50.000

  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

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    FINANCIAL DISCLOSURE REPORTP a g e 9 o f 1 1 Ia m e o f P e r s o n R e p o r t in gI r e n a s , Jo s e ph E . D a t e o f R e p o r t05/17/201 I

    V I I . I N V E S T M E N T S a n d T R U S T S - incom e, va l u e , t ransac t ions ( Inc l u des t h ose o f spou se an d dependen t ch i l dren; s eepp . 34- 60 o f fi l ing ins t ru c t ions . )[~] 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 o m e d u r i n g( inc lud ing t rus t a s se ts} repor t ing per iod

    (I) (2)Place "(X)" after each asset A m o u n t Type (e.g.,

    exempt from prior disclosure C o d e I d iv . , rent ,( A - H ) or in t . )

    Gr o s s value at endo f r e p o r t i n g p e r i o dO) (2)

    V a lu e V a lu eC o d e 2 M e t h o d(J-P) C o d e 3( Q - W )

    ( ~ )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 Va lu e G a i n

    m m / d d / y y Code 2 Code 1( J - P ) ( A - H )

    O)Identify of

    b u y e r / s e l l e r( i f p r i v a t e

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

    86 .87 .

    88 .

    89 .90 .91 .

    92 .93 .94.

    95 .

    96 .

    I . Income Gain Codes : A =$ 1,000 or less B =$1.001 - $2,500 C = $2,5 01 - $5 ,000 D = $5,001 - $15,000(S ee Co lumns B I and 1) 4) F =$50.001 - $100.000 G =$ 10 0.0 0 1 - $ 1.0 (~ .0 90 H I = $1 .0 ~0 .0 01 - $ 5,0 00 .0 00 H2 =More than $5,000,0~O

    2. V a lue Codes J = $15.000 or less K = $15,001 - $ 50.00~ L =$ 50,001 - $ 100,000 M -$ 100.001 - $250,000( S ee Co lumns C I and D 3) N =$250.001 - $ 500.000 O -$500.001 - $ 1,00~,000 P I = $1,00~.0~ I - $5,000,000 P 2 = $5.000,001 - $25,000.000

    P3 =$25.000.001 - $50.000.000 P4 -More than $50,0~0,0003. V a lue Method Codes Q =Appra i~ l R =Cost (Real Estate Only) S =A s~ essmcn l T =Cash Mark e t(Se e Column C2) U =Book V alue V = O t h e r W =Est imated

    E =$15,001 - $50,000

  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

    10/11

    FINANCIAL DISCLOSURE REPORTP a g e 1 0 o f 1 1

    N a m e o f P e r s o n R e p o r t in gl r e n a s , J o s e p h E .

    D a l e o f R e p o r ~05/17/201 I

    VIII . ADDITIONAL INFORM ATION OR EXPLANATIONS.A. ( I t ems 17 th roug h 24) McCar ter & Engl i sh ma in ta ined a KEO GH Ret i remen et P lan fo r a ll par tners o f the f irm. W hen I wi thdrew f rom the f i rm in 1992 , myin terest in the p lan was segrega ted in to a separa te accoun t so tha t i t i s managed a t m y so le d i s c re t ion d i s t inc tly apar t f rom th~ f i rms genera l re t i remen t p lan .Effec t ive January I , 1996, a l l par t i c ipan t s in the p lan were requi red to inves t the i r accoun ts on one o f ten m utua l fund s o f fered by F id e l i ty Inves tm en ts , Bos tonMassachuse t t s . Each fund p a r t ic ipant was pe rmi t t ed t o swi t ch back and for th be tween any of these funds , bu t cou ld not o the rwi se choose o the r i nves tment s . Aswith a l l mutua l fu nds , ac tua l inves tmen ts a re con t ro ll ed by fund manag ers . . E f fec t ive May 8 , 2002 , I wi thdrew f rom the M cCar ter & Engl i sh p lan and ro l l ed overm y en t i re accoun t in to an individua l IRA w here I was permi t t ed to choose inves tmen ts o ther ~han Fide l i ty funds . However , 1 m ade no chang e in the par f i cu larFide l i ty Funds i n which I have been inves t ed , t hough f rom t ime to t ime I d i d t r anfe r Money Marke t funds i n to spec i f i c i i nves tment s se l ec t ed by m e . In Pa r tV II , I have li s t ed va lues fo r the IRA as a who le and be low tha t I have l i s ted the spec i f i c funds o r as se t s in wh ich I am inves ted . I am d o ing tha t pursuan t to theins t ruc t ions g iven in co r repondence f rom the C omm i t tee da ted Alugu s t 6 , 2002 . I tem No . 17 rep resen t s the va lue fo r the en t i re IRA. I t ems 18-24 rep resen tcom ponent pa r t s of t he IRA . 1 ga the r i t i s no t r equ i red to comple t e Colum ns B and C for t he ind iv idua l com ponent pa r t s which a re mutua l funds where I do notcon t ro l the inves tmen ts . H owever , I have p rovided individua l in fo rm at ion fo r Nos . 23 and 2 4 , even though these amoun ts are a l so inc luded in the en t i re IRA to ta li n i t em No. 17 .

    B. ( I t em 24) . I t em 24 was acqui red on 01113/09 but inadver ten t ly omi t t ed f rom m y 2009 Repor t . How ever , th is i t em was inc luded in the to ta l IRA value in i t em 20of the 2009 Report .C. ( I tem 26) Befo re I becam e a Judg e , I had c rea ted a l i fe in surance t rus t to wh ich I t rans fer red four po l i c ies , Depend ing on c i rcum sm nces ,~ ~i : . " ~ 3;~1wi l l be the baenef i c ia r i es o f the t rus t when I d ie . The Trus tee i s an individua l a t to rney I have been paying the p remium s to the Trus tee bu

    ~ are the benef i c ia l owners o f the t rus t , these paymen ts to the T rus tee fo r p remium s are t rea ted a g i f t s to the benef i c ia l owners . Al l four po l i c ies are who lel i fe po l i c ies wh ic have cash va lues . The va lue code in Co lum n B( I ) re f l ec t s a l l d ividends rece ived by the T rus tee whether o r no t pa id out in cash o r used to reducepremiu m s . The va lue code in Co lum n C( I ) re f l ec t s the com b ined cash va lue o f the four po l i c ies in the Trus t . Dividends no t used to reduce p remiu m s are pa id byt he T rus t ee t o[S~ .~"] as benef i c ia l owner o f the t rus t . In p r io r years , po l i cy loans were mad e on som e po l i c ies to pay a por t ion o f the p rem ium s . Dividends havea l so been used to pay in t e res t on pol i cy l oans .i

  • 8/3/2019 Joseph E Irenas Financial Disclosure Report for 2010

    11/11

    FINANCIAL DISCLOSURE REPORTP a g e 1 1 o f 1 1

    Name of Person Repor t inglrenas, Joseph E.

    Date of Repor t05/I 7/201 I

    IX. CERTIFICATION.

    1 c e r t i f y t h a t a ll i n 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 ta i 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 , tr 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 , an 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 t h h e ld 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 t u t o r yp r o v i s io 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.

    1 f u r t h e r c e r t i fy 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 ) a n e n t a n d h o n o r a r i a 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 nc o m p l i a n c e w i t h t h e p r o v i s io 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 .

    Sign atur e: S/Joseph E. Iren as

    N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L LY F A L S I FI E S O R F A L L S T O F IL E T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LA 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 0 4 )

    Commit t ee on Financia l Disc lo sureAdmin is t ra t ive Of f ice o f the Unit ed Sta t es Court sSuite 2-301One Colum bu s Circle, N.E.W ashing to n, D .C. 20544