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.