Joseph Eron Irenas

2013Annual

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What was filed

  • 75

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Bank of America Checking Account — Interest

LP. Morgan Chase Savings Account — Interest

LP. Morgan Chase Checking Account — None

Shares in Corp. / Princeton, NJ. Building — Reat

Bank of America 7% subordinated bond — Interest

Bank of America 6.9% subordinated bond — Interest

Oppenheimer NJ. Muni Fund Class A — Interest

Bank of America Invest. Serv. Money Market — Int/Div

NJ. EDA State Lease Ref. 03/15/2022 — Interest

Fidelity IRA-- See Comment A — Int/Div

Fidelity Retirement Money Market

Spartan S00 Index Fund

Fideltiy Capital & Income Fund

Fidelity Contrafund

Fidelity OTC Portfolio

Fidelity Overseas

GE. Cap Corp. 4.875% Bond — Interest

Bank of America 5.625% Bond — Interest

Microsoft 2.5% Bond — Interest

Discover Bank 2.25% CD — Interest

Barclays Bank Certificate — Interest — Buy

Imtermusica Foundation — Int/Div

Insurance Trust (H) See Part VII (B)

Mass Mutual Whole Life Insurance Policy #1 — Int/Div

Mass Mutual Whole Life Insurance Policy wD — Int/Div

Mass Mutual Whole Life Insurance Policy #3 — Int/Div

Northwestern Mutual Whole Life Insurance Policy #4 — Int/Div

John Hancock Whole Life Policy — Int/Div

Mass Mutual Whole Life Policy — Int/Div

J.P. Morgan Chase Checking Account (spouse) — None

J.P. Morgan Chase Savings Account (spouse) — Interest

J.P. Morgan Chase Investment Management Account (Hy

JP Morgan Sweep Account — Interest

JP Morgan TR 11 Core Bond FD — Int/Div

JP Morgan US Equity FD — Int/Div

JP Morgan Intrepid Mid Cap FD — Int/Div

JP Morgan Small Cap Value FD — Int/Div

JP Morgan Intl Equity Index FD — Int/Div

BBH Fd Inc Core (BBTEX) — Int/Div

JPM Equity Income FD (HLIEX) — Int/Div — Sold

JPM Large Cap Growth FD (SEEGX) — Int/Div

JPM Tax Aware Equity FD (JPESX) — Int/Div — Sold (part)

Legg Mason Partners Appreciation (SAPYX) — Int/Div — Sold

SPDR S&P S00 ETF Trust (SPY) — None

JPM TR Midcap Core (JMRSX) — Int/Div — Sold

Capital Private Xlient SVCS (CNUSX) — Int/Div

iShares MSC1 EAFE Index Fd (EFA) — Int/Div

MFS Intl Value (MINIX) — Int/Div

Vanguard MSC] Europe ETF (VGK) — Int/Div

Aberdeen Asia Peific (Ex Japan) Equity Fd (AAPIX)} — Int/Div

AIM lave Fds Bal Risk All (ABRY X) — Int/Div

Arbitrage Funds (ARBNX) — Int/Div

Eaton Vance Mut Fds Tr GB Macro (EIGMX) — Int/Div

Gateway Fund (GTEYX) — Int/Div

Pimco Unconstrained Bond Fd (PUCPX) — Int/Div

JPM Realty Income Fd (LRTLX) — Int/Div — Sold

Pimco Commodities Plus Strategy P (PCLPX) — Int/Div

SPDR Gold Trust (GLD) — None — Sold (part)

Harbor High Yield Bond Fd — Int/Div

JPM Str Inc Opp Fd — Int/Div — Sold

Doublelne Fds TR TTL RTN BD — Int/Div

Dreyfus Laurel EMG MKT Debt — Int/Div

IPM TRIMTL SC Incm SI — None — Sold

Ridgeworth Fds SEIX FLRT HI — Int/Div — Sold (part)

T. Rowe Price lust] Income Fds FLTG — Int/Div — Sold

T. Rowe Price Inst Floating Rate Fd — Int/Div — Buy

JPM Intermediate Tax Free Bd Fd — Int/Div — Sold (part)

JPM Short Term Interm Muni Bond Fund — Int/Div — Sold

JPM Intl Currency Income Fd — None — Sold

JPM Mid Cap EQ Fd — Int/Div

Dreyfus Laurel Emg Mkt Debt LOC — Int/Div — Sold

Virtus Emerging MKTS Oppor — Int/Div — Buy

Virtus Emerging MKTS Oppor — Sold (part)

Dodge & Cox Income FD — Int/Div — Buy

Prudential Invt Portfolios — Int/Div — Buy

COMMENT A-- Part VII; Items 16 through 26-- McCarter & English maintained a KEOGH Retirment Plan for all partners of the firm. When 1 withdrew from

the firm in 1992, my interest in the plan was segregated into a separate account so that it is managed at my sle discretion distinctly apart from the firm's general

retirement plan. Effective January 1, 1996, all participants in the plan were required to invest their accounts in one of ten mutual funds offered by Fidelity

Investments, Boston Massachusetts. Each fund participant was permitted to switch back and forth between any of these funds, but could nto otherwise choose

other investments. As with all mutual funds, actual investments are controlled by fund managers. Effective May 8, 2002, | withdrew from the McCarter &

English plan and rolled over my entire account into an individual IRA where | was permitted to choose investments other than Fidelity funds. However, | made

no change in the particular Fidelity Funds in which 1 have invested, though from time to time 1 did transfer money market funds into specific investments selected

by me. In Part VIL, I have listed values for the IRA as a whole and below that | have listed the specific funds or assets in which I am invested. I am doing that

pursuant to the instructions given in correspondence from the Committee dated August 6, 2002. Item 16 represents the value for the entire IRA. Items 17-26

represent component parts of the IRA. | gather it is not required to complete Columns B and C for the individual component parts which are mutual funds where

1 do not control the investments, However, | have provided individual information for Items 22-26 even though these amounts are also included in the entire IRA

total in Item 16,

COMMENT B-- Part VII; Item 28-- Before | became a judge, | created a life insurance trust to which | transferred four policies. Depending on the circumstances,

my wife or children will be the beneficiaries of the trust when | die. The Trustee is an individual attorney, | have been paying the premiums to the Trustee, but

since my wife and children are the beneficial owners of the trust, these payments to the Trustee are treated as gifts to the beneficial owners. All four policies are

whole life policies which have cash values. The value code in Column B(1) reflects all dividends received by the Trustee whether or not paid out in cash or used

to reduce premiums. The value code in Column C(1) reflects the combined cash value of the four policies in the Trust. Dividends not used to reduce premiums

are paid by the Trustee to my wife as beneficial owner of the Trust. In prior years, policy loans were made on some policies to pay a portion of the premiums.

Dividends have also been used to pay interest on policy loans,

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.

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