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Judicial Watch • Daniel J Breen Financial Disclosure Report for 2010

Daniel J Breen Financial Disclosure Report for 2010

Daniel J Breen Financial Disclosure Report for 2010

Page 1: Daniel J Breen Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:13

Date Created:November 8, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Daniel J Breen, BREEN, daniel, Estimated, 2010, INVESTMENTS, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.)  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Executive Committee  National Conference Federal Trial Judges  Board Directors  Federal Judges' Association  Trustee  Trust 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 

[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 

Breen, Daniel 

III. N-INVES TMENT ME. (Reporting individual and spouse; see pp. 17-14 filing instructions.) Filer's Non-Investment Income  
[{]  NONE (No reportable non-investment income.)  

 SOURCE AND TYPE  INCOME  
(yours, not spouse's) Spouse's Non-Investment Income you were married during any portion the reporting year, complete this section.
(Dollar amount not required except for honoraria.) 
[{] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS --transportation, lodging,food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION American Bar Association 2/4/2010-217/2010 Orlando, 
Federal Judges Association 5/22/2010-5/24/2010 Washington, 
American Bar Association 9/22/10-9/26/20 Chicago 

PURPOSE ITEMS PAID PROVIDED 
National Conference Federal Trial Judges  travel, lodging and meals  
Meeting  travel, lodging and meals  
Meeting  travel, lodging and meals GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] 	NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] 	NONE (No reportable liabilities.) CREDITOR 

VALUE CODE 

VII. INVESTMENTS and income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end (including trust assets) reporting period 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  
exempt from prior disclosure  Code  div., rent,  Code2  
(AH) int.)  (J-P) Bancorp South Interest IRA -Fidelity Mag. Dividend 
CMA ACCT. -MERRILL LYNCH 

l.Income Gain Codes: =$1,000 less =$1,001 -$2,500 $2,501 -$5,000 45,001 -$15,000 415,001 -$50,000  
(See Columns and D4) 450,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001-$5,000,000 ,;More than $5,000,000 Value Codes =$15.000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,00I -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

BREEN, DANIEL 
04/25/2011 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets  
(including trust assets)  
(4)  (5)  
Place "(X)" after each asset  Gain  Identity  
exempt from prior disclosure  Code  buyer/seller  

(if private transaction) 
18. 
Waddell Reed High Income Port Dividend 

19. 
Waddell Reed Science Tech Port Dividend 

20. 
Waddell Reed Small Cap Growth Port Dividend Income Gain Codes:  A=$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000  HI=$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001-$100,000 =$100,001 -$250,000  
(Sec Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

04/25/2011 
VII. INVESTMENTS and TRUSTS income, va1ue, transactions (Includes those ofspouse and dependent children; see PP 34-60 instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period ofreporting period 
(4)  (5)  
Place "(X)" after each asset  Amourit  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from priordisclosure  Codel  div., rent,  Code2  Method  buy, sell,  mm/dd/yy  Code2  Code  buyer/seller int.)  Code  redemption)  (J-P)  (ifprivaie  
(Q-W)  transaction) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100.000 =$100,001 -$250,000  
(See Columns and DJ) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

BREEN, DANIEL 
04/25/2011 
VII. INVESTMENTS and -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) =Book Value =Estimated 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.) 

04/25/2011
BREEN, DANIEL 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

BREEN, DANIEL 
04/25/2011 

VII. INVESTMENTS and -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  
(2)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type(e.g.,  Date  Value  Identity  
exempt from prior disclosure  Code  div., rent,  Code2  Method  buy;0seJ;  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  ...  (if private  
(Q-W)  transaction)  

103. MUTUAL FUNDS 04. -Blackrock Cap Inc. Strat Dividend Sold 07/27/10 
105. 
Columbia Acom Fd. Dividend Buy 07/27/10 

106. 
-Eaton Vance Large Cap Dividend 

107. 
First Eagle Global Fd. Dividend Income Gain Codes: ,000 less =$1,001 -$Z,500 =$Z,501 -$5,000  D=$5,00l -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001-$Z50,000  
(See Columns and D3) =$Z50,001 -$500,000 =$500,001 -$1 ,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$Z5,000,000 =$Z5,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column CZ) =Book Value =Other =Estimated  

Date Report 
Name Person Reporting 
04/25/2011 
VII. INVESTMENTS and -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(2)  (1)  (2)  (4)  (5)  
Place "(X)" after each asset  Amount  (e.g.,  Value  Value  (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code