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Judicial Watch • J Breen Daniel – 2010

J Breen Daniel – 2010

J Breen Daniel – 2010

Page 1: J Breen Daniel – 2010

Category:Federal Judges

Number of Pages:13

Date Created:September 10, 2013

Date Uploaded to the Library:July 29, 2014

Tags:J Daniel Breen, BREEN, daniel, Estimated, 2010, assets, INVESTMENTS, transactions, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, 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.) Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
 
 SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses 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