# James Orenstein > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19776 ## Record - **Judge:** James Orenstein - **Year:** 2018 - **Report type:** Annual - **Pages:** 12 ## Text Chase bank accounts (with Family Member #2) — Interest IBM — Int/Div Verizon — Int/Div Em Real Estate Trust (as appraised on 11/12/2008) — None JOUBSACCT(.12) — Int/Div UBS Bank USA Deposit Acct — None Vanguard High Divid Yield ETF — Int/Div JOUBS ACCT (.8}) — None JPMorgan 529 Moderate Growth Portfolio Fund Class A — None JOUBSROTH(.47) — Int/Div UBS Bank USA Deposit Account — Interest Alphabet Class A — None Alphabet Class C — None Goldman Sachs ActiveBeta US Large Cap Fund — Int/Div — Sold (part) Goldman Sachs ActiveBeta US Large Cap Fund — Int/Div — Sold (part) Ishares Trust Core S&P Smallcap — Int/Div Ishares Select Divid ETF — Int/Div SPDR S&P Midcap 400 — Int/Div Fidelity Advisor Real Estate Income Fund Class — Int/Div — Sold Fidelity Advisor New Insights Fund — Int/Div Cohen & Steers Ltd Duration Pfd & Income Fund Inc — Int/Div Nuveen Preferred Securities Income Fund — Int/Div Pioneer High Income Trust — Int/Div Western Asset High Inscome Fund 11 — Int/Div — Buy (add'l) AB (Alliance Bernstein) High Income Fund — Int/Div — Sold (part) Putmam Diversified Income Trust — Int/Div Templeton Global Total Return Class A — Int/Div Invesco Balanced-Risk Allocation Fund A — None Nuveen Real Asset Income Fund Class A — Int/Div — Buy (add'l) FAMILY 22 UBS ROTH (..4%) — Int/Div UBS Bank USA Dep Acct — Interest American Funds Capital World Growth & Income Fund CI A — Int/Div American Funds New World Fund C1 A — Int/Div American Funds Smallcap World Fund CI A — Int/Div — Buy (add'l) American Funds Euro Pacific Growth Fund C1 A — Int/Div American Funds Growth Fund of America CIA — Int/Div American Funds New Perspective Fund CIA — Int/Div American Funds Washington Mutual Investors Fund C1 A — Int/Div Kem County CA Municipal Bond — None — Redeemed American Funds American Balanced Fund CIA — Int/Div American Funds Income Fund of America — Int/Div JOUBS ACCT (..29) — None CollegeAmerica 529 Bond Fund of America — None CollegeAmerica 529 Capital World Growth & Income Fund — None CollegeAmerica 529 Euro Pac Growth Fund — None CollegeAmerica 529 Growth Fund of Amenca — None CollegeAmerica 529 Income Fund of America — None CollegeAmerica 529 New Perspective Fund — None CollegeAmerica 529 Smallcap World Fund — None CollegeAmerica 529 Washington Mutual Investors Fund — None JOINTUBS ACCT (..4%) — Interest UBS Bank USA Dep Acct — Interest Sallie Mae Ednotes Callable — Interest Wentzville Mo Sch Municipal Bond — None Yorba Linda CA Municipal Bond — None — Sold (part) Chicago IL Bd of Ed Municipal Bond — None Chicago IL Lakefront Municipal Bond — None NJ Trans Trust Municipal Bonds — None Escondido CA UHSD Municipal Bond — None Massachusetts Bay Trans Municipal Bond — None — Buy Washington Clackamas Municipal Bond — None — Buy DC Washington Mandarin Hotel Municipal Bond — None — Sold (part) DC Washington Mandarin Hotel Municipal Bond — Sold New York City SR A Municipal Bond — None — Sold Athens-Clarke County GA Municipal Bond — None — Sold San Joaquin Delta Comnty Ser B Municipal Bond — None — Redeemed John Hancock New York Venture Annuity (see components lines 68-77) — None JH Fundamental Large Cap fund — None wee JH Mid Cap Index fund — None eee JH SOO Index Fund — None Western Asset High Yield Fund — None eee Wellington Management Mid Cap Stock Fund — None eee Wellington Management Small Cap Value fund — None eee Wells Capital Core Bond fund — None eee Templeton-Global fund — None eee Templeton-Int'l Value fund — None Lmcoln Life Moneyguard Reserve — None JOINT UBS ACCT (..49) — Int/Div UBS Bank USA Dep Acct — Interest AT&T Inc — Int/Div Salesforce.com Inc — None — Sold (part) Salesforce.com Inc — Sold (part) Salesforce.com Inc — Sold (part) Salesforce.com Inc — Sold (part) Salesforce.com Inc — Sold (part) Salesforce.com Inc — Sold (part) Ishares S&P S00 Value ETF — Int/Div Ishares S&P 500 Growth ETF — Int/Div Fidelity Advisor New Insights Fund C1 A — Int/Div — Sold (part) Fidelity Advisor New Insights Fund C1 A — Sold (part) Hennessy Cornerstone Growth Fund Institutional Class — Int/Div Janus Henderson Global Equity Income Fund Class 1 — Int/Div — Buy Janus Henderson Global Equity Income Fund Class 1 — Sold JP Morgan U.S. Large Cap Core Plus Fund A — Int/Div Neuberger Berman Equity Income Fund Class — Int/Div — Sold (part) Neuberger Berman Intrinsic Value Fund Class A — Int/Div Oakmark Fund Class — Int/Div Salient MLP Energy Infrastructure 11 Class — Int/Div — Sold Virtus Emerging Markets Opportunities Fund Class — Int/Div — Sold (part) Loomis Sayles Strategic Income Fund Class A — Int/Div Lord Abbett Floating Rate Fund — Int/Div — Sold (part) Lord Abbett Floating Rate Fund — Sold (part) Nuveen High Yield Municipal Bond Fund 1 — Int/Div Gateway Fund Class Y — Int/Div First Eagle Global Fund Class A — Int/Div — Sold (part) First Eagle Global Fund Class A — Sold (part) DWS European Equity Fund-S — None — Buy DWS European Equity Fund-S — Sold JO'FAMILY #3 UBS ACCT (LL.D) — Int/Div UBS Bank USA Dep Acct — None Amer Funds Capital World Growth & Income Fund C1 A — Int/Div JO/FAMILY #4 UBS ACCT (..T)) — Int/Div UBS Bank USA Dep Acct — None Amer Funds Capital World Growth & Tncome Fund C1 A — Int/Div Adpunct professor, New York University School of Law Gift — Robert Jones — Tickets to Camegie Hall concert & dinner — $5,000.00 Liability — Department of Education Direct Loan ) Servicing — Family member's student loan Reimbursement — Umited States Judiciary Federal Judicial Center — July 29-August . 2018 — Denver, CO — Magistrate Judge workshop — Travel lodging, food Income — 2018 — New York University School of Law — $27,765.00 Spouse's income — 2018 — Department of Justice -« US, Attorney's Office, Eastern District of New York Part VII, generally: For all asset sales resulting in a loss or no net gain, | have left Column D{4) blank. | have reported all dividend come, meluding dividends that were reinvested: however, pursuant to the Committee's instructions, | no longer separately report reinvestment transactions. Part VII, line 4: The valuation of my share of the SEIN Real Estate Trust is based on an appraisal of the value of the property held in trust as of January 23, 2008 (the date | inherited my share). The appraisal was reported on November 12, 2008. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19776. Public record. Not legal advice.