Joseph E Irenas Financial Disclosure Report for 2009

8/3/2019 Joseph E Irenas Financial Disclosure Report for 2009

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~ FINANCIAL DISCLOSURE REPORTA O - l0 I .W P ) In Govermnent Act of 1978.Rev I ; 2006 20 - 2. (5 { .LS.C. a pp. f f lOl-l l])......... " ...... FOR CALENDAR YEAR 0~ i~-,Q , , ~ ~,.~ ~,, ~. /Irenas, Joseph E. Umted States Dmtnct Court ~ a ~ 1 2 / 0 6 / 2 0 1 0

4. Title (Ar ticle l i t judges indicate active or sen ior status: 5a . Report Type (check appropriate type) 6. R ep o r tin g P er io dmagistratejudges indicate ful l- or p art- t ime)U.S. District Judge - Senior __ Nomination. DateInitial X Annual Final 01 t01/2009 to 12131/2009"- ................

7. Chambers or Offic~ Address 8. On the basis of the informalio,~ contained in this Report and any modificationsperlaining lhereto, it is, in my Olfinion. in compliance with :~ pplicafile laws andP.O. Box 2097 regulations.Camden, NJ 08101 Reviewing Officer __ DateI MP OR T ANT NOT E S: T he i r~s truc t i o n s acco m pan yi n g t]~i s j o rm m us t b~ fo l lo wed C o m ple te a! l par tschecki n g the NONE bo x fo r each par t where yo u have n o r epo r table i n fo rm at i o n . S i gn o n las t page

I . PO S I T I O N S . ( t C e p o , , n g individt,al only," see pp. 9-13 of l,,structions.)POSITION N A M E OF OR G A N IZA T ION / EN T IT Y

NONE (No reportable positions.)I

I I . A G R E E M E N T S . a~,o,-,~,,g individ,,al only; see pp. t4-16 of Instructions.)DATE PARTIES AND TERMS :

NONE (No reportable agreements.)1

1 1 1 . N O N - I N V E S T M E N T I N C O M E . (Repo~,, , ,g , , ,ai, , ia~,~t a, , ,~,wo~se; se~ tP i 7 -24DATE SOURCE AN[) TYPE INCOME

A, Fliers Non-Investment Incomei " NONE (No reportable non-investment income.)

l $2 $3B. Spouses Non-Investment Income- lf}~U were married during any portion of the reporting year, please complete this

section. (dollar amount not reqt, ired except for honorariu) NONE I, No reportable non-inve stment income.)

I2


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FINANCIAL DISCLOSURE REPORT lrenas, Josepl~ E. = 12/06/10I V . R E I M B U R S E M E N T S -- transpo~ation, lodging, food, entm~ainment.

( I nc ludes tkos e to s pous e an d depen& nt chi ldren . See pp , 2 5-2 7 o f I ~s t ruc t ions )SO U RCE DESCRIPTION

NONE (No such repo~able reimbursements.)1234567V . GIFTS. (lnclu&s those to spouse and depen&nt chil&en. See pp. 28-31 of Instructions.)

SOURCE DESCRIPTION VALUE/ { NONE (No such repo~able gifts.)

I23 $4 $

V I . L I A B I L I T I E S . (Includes tkose {~spouse and dependent ckildren See pp. 32-33 of Instructions,)

CREDITOR DESCRIPTION VALLJE CODE*NON E (No reportable liabilities.)

I2345

. * V a l u e C o d e s : ,1=$15,000 or less K=$ ! 5,001 -$50,00~} L=$50,001 -$100,000 M =$100,001 -$250,000N = $ 2 5 0 , 0 0 1 - $ 5 0 0 , 0 0 0 O = $ 5 0 ( t ,0 0 1 - $ 1 . 0 0 0 ,0 0 0 P 1 = $ I , 0 0 0 , 0 0 I - $ 5 , 0 0 0 ,0 0 0p2=$5,{}00.00!_$25.000,000 p3=$25.000,001.50,000,000 P4=$50,000,001 or more


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FINANCIAL DISCLOSURE REPORT : N .......of Person Reporting :. Dale of Rcpo:~ Irenas, Joseph E. 1 2 / 0 6 / 2 0 ! 0VII. Page 1 INVESTM ENTS and TRU STS -- income, value, transactions lncl~des ~l~ose 4

spouse and depen dent chi ldren. See pp. 34-60 of Instructions . )A. 1 3 . C. D.Descriplion o f A s s e t s I n c o m e G r o s s v a l u e T r a n s a c t i o n s during reporting period(including trust assets) during , a t e n d o freporting period reporting period

(I) " (2) ........ (I) "" (2~ ..... ~ (i~ If not exempt fi-om disclosureType t Type ......................... .Identity ofexempt from prior disclosure. Am|. div., Vahle Method buy,, sell, i Dale. V a l u e C o d el rent or Code 2 Code 3 m e r e , e L =Men|It- Code2 Codel buyer/seller(A-H) i int.) ( . I - P ) ( Q -W ) redem}tion) Day (J-P) (A-II} 0fprivate transaetien) ,,

N O N E (No rc0ortable mcorne.assets, orBank of America Checki~-g~ A Interest K TAccount ...........................

"2_ J.P. Morsan Chase Sa~. Cert. B Interest K T3 Shares in corp./Princeton bldg. E R e n t O W4 W ach o vi a Ban k IR A A Interest J T5 W ach o vi a Ban k IR A A Interest J T6 Smith Barney Money Market A Interest .I 1"7 Rhodia Inc. None .I T8 Bank of Ame rica 7% sub. Bond B interest .1 T9 Bank of Amer. Invest Serv. A Dividend K TM o n e s L M ~ . r _ k . ~ t- . . . . . . . . . . . . . . . . . . . . . . .0 NJ E D A H e at in g & C o o l i ng D ue B Interest r ed eemed 12/01 K none12/01/2010 Comment B

11 Intentionally left blankPleasantvi l le NJ Sch D. Due12 10 / 0 ! 113 Com m ent gSensivida Medd. Tcch.~ None J T3 Co nment D

1 ,4 Intentionally left blank15 Li n de n ~0i ~ t Bo re NJ Bd E d Sch A ntercst re de e m e d 0 6 /0 J noneFSA_M_at3 06/01/11 _16 Intentionally left blankN J EDA Sta te Lea s e P e l T17 A Interest J T03/15/2022

I lncomc/GainCodcs: A=$1,~)00 or less B=$1 001-$2,500 C=$2,501"$5.000 1)= $5,00 1"$15-00 0 E= $150 0 1"$50 "0 0 0(See Col. BI, D~I) F = $ 5 0 , 0 0 1 - $100,O(J(I G=$100,001-$ (.)0t.000 H1=$1.000.001-$5,000.000 t-12=More than $5.000,0002 (SeeVahe CodeS:cot. CI. DY)~ . 0 g 0 ~ r - ~ } ~ ( , . 0 0 0 "- - - , au u , u , : 0 0 ( ) P I=$ , 0 0 0 {) O-$~ . 0 0 0 . 0 0 0 ~ = * 0 0 0 0 0 1 - $ 2 5 . 0 0 0 , 0 0 0 . . . ." p3=$25,~00.001-$5{ | ,000,000 P4=More than $50.000.0003 Value Method Codes: Q=Apprd~,l R=Cosi(real cstatco~:~ty) S=Assessmen] .... l=Cash!bTl~rkct ........(See Col. C2) U = B o o k v a lu e V=Other W=Estimated ..................


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N a m eFINANCIAL DISCLOSURE REPORT , lrenas, Joseph E. 12/06/2010VII. Page 2 INVE STM ENTS and TR USTS -- income, value, transactions (Inclz, cles tl~ose of

spouse and dependent children. See pp. 34-60 of Instructions.)

A. i B. C. D.Description of Assets I t ~ c o m e G r o s s v a l u e T r a n s n c t i o n s d u r i n g r e p o r t in g p e r i o d( i n c lt ~ d m g t r u s t a s s e t s I d u r i n g a t e ~ l d o freporting period reposing period( I ) (2) ~ 1 ~ (2) (I) If not exempt I)om disclosure

Place "(X)" a~er each a ~set A m t . h i e . : V a l u eexempt ~om prior disclosure. Codel r e n t o r Code2 - C o d e merger, ~M onth-~ Code2 ~ Codel b u y e r / s e l l e r(A-H) i n t . ) ( . I - P ) ( Q - W ) r e d e m p t i o n ) ~ Day ( J - P ) ~ ( A - 1 4 ) ( i f p r i v a t e t r a n s a c t i o n )NONE [ N o r e p o r t a b l e in c o m e .a s s e L s , o ~ t r a n s a c l i o n s )

18 Intentionally let~ blank M iddletown Tw p. N.) Bd. Ed. T/O. A Interest J T9 Dated 02/I 5/01; Dae 08/0 t/27

Dividend20 Fidelity IRA: See Comment A E & Interest O T21 " ~ Fideiit~;-R~h:ement ~nevMarket ..................2 2 - Fidelity M agellan23 - Fidelity Contrafund[2 4 - Fideli~ OTC P orttblio25 - Fidelity Overseas26 Morgan Stanley Bk. 3.25% CD D interest M T redeemed 11127 M none27 Gotdman Sachs Bk 4% CD D interest M T28 Intentionally left blank29 6V~% interest in music publishing t: ,Dividend O Wbusiness located in Europe .30 Insurance Trust; See Comm ent C E Dividend N T

3 ~ )~hn H ancock (formerly A Dividend K TManulifc) Whole Lit~ Policy .......32 M ass M utual Whole Lit~ ~olicy A Dividend .I T33 Ba ~k of America Savings B Interest M T

Certificate34 J.P. M organ Chase Checking None J TAcct.I Income/GainCodes: A=$1 ~00orlcss B =$1 901-52.500 C=~2 .501-$5,000 D=$5,001-$15,000 E=SIS,001"$50-000~See Col. BI. D4) ~:=$50.001- $100,U~U G=$100 001-$1 000,000 H1~$I,000.001-$5,000,000 H2 =M ore .....................han $5,000,000~ Val~ C:~d~s: ..... J~iS~000 or Ics~ K=$15.001-$50.006 ............ ~=$50.001~ $~0~6 M=$100.001-$250.000~See Col CI, D3 ~ N =$ 25 0, 0~)1 -$ 50 0.0 00 O=$500.001-$1.000-000 P1=$1,000.001-$5, 000-000 P2=$5,000,001-$25,000, 00 0P3=$25,000.001-$50. ~00.000 P4=More3 Value Method Codes: Q=Ap~fisal R = C u s l , ~ c a l c ~ t z ~ tc o t d y ) S = A s s c S S l l I I a I I = C a s lg M a r k e t~ S e e C o l . C 2 ) U=Book value V = O t h e r W=Estimaled


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N a m e of Pe rson R c po~i n~ [ 3a te o f R e p o r lFINANCIAL DISCLOSURE REPORT lrenas, Joseph E. 1 2 / 0 6 / 2 0VII. Page 3 INVESTM ENTS and TR USTS -- income, value, transactions (Includes those of

spouse and dependent children. See pp. 34-60 of Instructions.)

A. B. C. D.Description of Assets Income Gross value Transactions during reporting period(including trust assets) during ~ at end ofreporting period reporting period(2~ ..... ! ~1) - ~2) ............ ~I~

Type . .ype ~ ......... ......................... ~ ............................~ e . ~ . . V a ~ u e ( e . g . ( 2 ) ~ (3~ ~4) ( 5 )Place a & ~ e t A n a t . Valu e Method buy sell, ~ Date: [ Value Gain Identity 9~exempt from prior disclosure. Code I rent or Code2 Code merger ~ M o n th -(A-H) int.) ( , I - P ) {Q-W) re de mption) Day (J-P) :NONE (No reportable income,assets, or transactions) :

5 Oppenheimer NJ Mtmi Fund Class A Interest K TC36 ~ Amgen None J T3738~ 394041

43 "44

(See Col, ~l, I)4) F=$50,001- $100,000 G=$1b0,001-S1.000,000 H1~$1,000.0~l-$5.000,000 H2=Mo[~}han$5,~0.~-000 ..............2 Value Codes: J=$15,000 or less K=$15,001-$50.000 i .=$ 50.00 I $ 100,00~ " M=$100,001-$250,00 0(See Col. CI, 133) N=$250.001.$500,000 O =$5 0 0,0 0 1- $1~ 0 0 0,0 0 0 P1 =$1~ 0 0 0,0 0 1- $5 ,0 0 0,0 0 0 P2 = $5 0 0 0 0 0 1- $2 5,0 0 0,(} 00P3=$25,000,001-$50,000,000 P4=M0re than $50,000,000 ...........3 Val~ ~th0d Codes: Q~pr~is~ ........... ~co~((~eal c~tate only)-- S=~s~s~m~h~ ................(See Col. C21 U=Book value V=Otber ..... ~.=Est.m~ated .................................


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Name o(Person R~porting Date of ReportFINANCIAL DISCLOSURE REPORT Joseph E. lrenas 05/15/2010

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS (Indicate part of Report.)

IX. CERT! FICATION.I certify that all information given above (including information pertaining to my spouse and minor or d~pendent children, if any) isaccurate, true, and complete to the best of my knowledge and beliel; and that any in[ormation not reported was withheld because it metapplicable statutory provisions permitting non-disclosure.I further cert ify that earned income from outside e mployment and honoraria and the acceptance of girls which have been reported are incomplianc, 735 3 and Judicial Conference r ~ulat ions.Signature __ Date ~id)NOTE: FALSIFIES OR FAILS TO~t21IS REPORT IVlAY BE~ 0 4 . )


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Name of Person Reporti~g i Date of ReportFINANCIAL DISCLOSURE REPORT Joseph E. Irenas i 12/06/2010

VIII. ADDITIONAL INFOI~MATION OR EXPLANATIONS on~i~,o ~,arto~Re,or,aA . ( I tem s 2 0 through 2 7) M c Ca rter & Engl i sh m a i nta ined a K EOG H R et i rem ent P l a n for a ll pa r tners i n the f i nn. W hen I w i thd rewfrom the f i rm in 19 92 , my interest in the plan was segregated into a separate account so that it is managed at m y sole discret iondistinctly apart from the firms gene ral retireme nt plan. Effective January I, 199 6, al l participants in the plan w ere required to inve sttheir acconnts in one often mutual funds offered by Fide lity Investme nts, Boston, Massachusetts. Each i~ und participant was pe rmittedto switch back and forth between any of these funds, but could not otherwise choose other investments. As with all mutual funds,actual inve stments are controlled by fund m anagers. Effect ive May 8, 2 00 2, t w ithdrew from the McCarter & English plan and rol ledove r my e ntire account into an individual IR A whe re I was pe rmitted to choose investme nts other than Fidel i ty funds. How ev er, Imade no change in the part icular Fidel i ty funds in which I have bee n invested, al though in 200 8 I did transfer Money M arket fundsinto two specif ic inve stment selected by m e (Nos. 26 and 27 ). In Part V II, 1 have l isted value s for the IRA as a w hole and below that Ihave listed the specific funds or assets in which 1 am invested. I am doing that purse,ant to the instructions given in correspondencef ro m t h e C o n - ~n i tt e e dat e d Aug ust 6 , 20 02 . I te m No ~ 2 0 r e p re se n ts t h e val ue f o r t he e n t ir e I R A. I t e ms 21- 27 ~e p re se n t co mp o n e n tparts of the IRA. 1 gather it is not required to complete Columns B and C for the individual component parts which are mutual fundswhe re [ do not control the investments. How ev er, I have prov ided individual information for Nos. 26 and 27, ev en though theseamotmts are also included in the e ntire IR A total in No. 20 .

B. (Item 10) Issuer called one of my seven bonds in 2008. The six remaining bonds were redeemed in 200{). .

C. (Item 30 ) Be fore I became a Judge, I had create d a l i fe insurance trust to w hich I t ransferred f our pol icies, three issued by M assMutual and one by Northwestern Mutual. Depending on circumstances ~i~ wil l be bene ficiaries of the trust when [die . The Trustee is an individual at lmne y, lhave bce u p~,ying lhe premium s to the Trustee , but since !i:i] are thebeneficial owners of the trust, these payments to the Trustee for premiums a,e treated as gifts to the beneficial owners. All fourpolicies are w hole l i fe pol icies w hich have cash v alues. The v ah, e code in Column B(I) ref lects all dividends receive d by the T rusteewhe ther or not paid out in cash or used to rednce prem iums. The v alue code in Column C(I) ref lects the combined cash vah,e of the[bur policies in the trust . Dividends not used to reduce p,em iums are paid by the T rustee to as beneficial owner of the trust.lu prior years, policy loans were m ade on some policies to pay a port ion of the premiums. Dividends hav e also been used to pay


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interest on policy loans.D. Mediscience changed i ts name to Sensivida Medical Technology on 5/20 /09 and did a rev erse spli t often to one. My

thus became"~ ,

E. The Pleasantvil le NJ Sch. D. Bond l is led at line 12 of the 2 00 8 report and l ine 12 of this report was redee me d at face v alue (V alueCode J) on 11/20/08. This redemption was inadvertently omitted from my 2008 report.

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Joseph E Irenas Financial Disclosure Report for 2009

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