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Judicial Watch • John G Koeltl Financial Disclosure Report for 2003

John G Koeltl Financial Disclosure Report for 2003

John G Koeltl Financial Disclosure Report for 2003

Page 1: John G Koeltl Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:9

Date Created:February 2, 2005

Date Uploaded to the Library:November 13, 2013

Tags:sfate, BRIDGE, TRIBOR, Intcrcst, John G Koeltl, State, 2003, INVESTMENTS, TRUSTS, dividend, Financial Disclosure, ICE, CIA, financial, income, Judge


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II. AGREEMENTS. (Reporting individual only; sec pp. 14-16 filing instructions) 
 NONE -(No report.able agreements.)
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ID. NON-INVESTMENf INCOME. (Reporting individual and spouse; see pp. 17-24 filing instructions) Filer's Non-Investment Income NONE -(No reportable non-investment income.) 

SOURCE TYPE 
(yours, not lpOllle') 	
2003 PELF PARTNERS -BUSINESS INCOME (BSTIMA11ID-2003 K-1 NOT 1100.00 YET AV.All.ABIE) 
2003 NEW YORK UNIVERSITY -1EACHING 	10000.00 Spouse's Non-Investment Income -(Ifyou were married during any portion the reporting year, please complete this section. (dollar amount not required except for honoraria) NONE (No reportable non-investment income.)
SOURCE AND TYPE REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) NONE -(No such reportable reimbursements.) FEDERALBAR COUNCIL FEBUARY 14-22, 2003 HAWAil-ATI'BND WIN'I'BR BENCH BAR MEETING. TRAvm... LODCBNG MEALS. GIFfS. (Includes those spouse and dependent children. Sec pp. 28-31 instructions.) 
 NONE -{No such reportable gifts.) 

VI. (Includes those spouse and dependent children. .See pp. 32-34 instructions.) PEI.FPAR'INBRS NEGATIVE BALANCE CAPn'ALACCOUNT. 

Name Person Reporting 
KaeltJ, John 
VII. INVESTMENTS and TRUSTS income, value, tnmscations (includes those the spouse Bild dependent clnldml. See pp. 34-S7 offiling instructions.) Description Assets (including trust assets) Place '(X)" after each asset exemptfrom prior disclosure DNONE (No rcponable income, assets, tnmsactiDDS) COCA COIA-COMMON JOHNSON JOHNSON -COMMON PF.IZER INC. COMMON ROYALDlITCH PETROIEUM-COMMON lru:omc reportingperiod (1) Amount Code (AH)  during (2) Type (e.g. div. rent iit.) Dividend Dividend Dividend Dividend reporting period (l) Value Code2 (J-P)  Gross value end (2) Value Method Codc3 (Q-W)  (I) Type (e.g. bay, acll, merger, redemption) Contrib. raosactious during reporting period Ifnot exempt ftom disclosUl: (2) (4) (S) Date: Value Identity MonthCodc2 buyedscllcr Day (J-P) (A-H) (ifpivatetnmsa:tion) 12/20 Regis HS-Donce VAN KAMPENEMBR.GING GROwra FUND Cl.ASS -MUI'UALFUND  NODC  Exclw!gc  10/28 Excbange for CLA  
VAN KAMPEN EMBR.GING GROwnl FUND A-MUTUALFUND  None  Buy  10128 Exchange from CLB  Sell  10/21  
Sell  12I09 DAVJS NYVBNTURE FUND CLB-MUIUAL FUND  Dividend  Sell  01123  
10. AMBRICANWASHINGI'ON MtmIALFUND INVST -Mt.TIUAL FUND  Dividend  Buy  12131  
11. MFS VAUJE FUND CLB -MUIUALFUND  Divickmd  Buy  12131  
12. PIMCO RBNAJSSANCB FUND -MUIUAL FUND  None  
13. VAN KAMPEN COMSTOCK.FUND CLB MUIUALFUND  Dividend  Buy  12131  
14. PIMCO EMERGING MKTS BOND FUND CLCMUIUALFUND 15. 16. MERRil.LLYNCH CMAMONBY FUNDN.Y.,N.Y. 17. N.Y. STATE DORM. AU'IH. 5.3% MANHATIANVJI.lB BOND DUE 7/1/fYJ 18. N.Y. STATE MTG. AGY. BOND 5.2% DUE 10/1/10  Dividend Dividend Inten:st Interest  Buy Buy Buy  10/21 12131 VAR Net InaeucTo MMFwld  

Name Person Reporting 
P.age2of4 
Koe1tl, John 
VIl. INVESTMENTS and TRUSTS -income, wiue. ttanscanons{inc1udesthose ort1iespouseanc1dependentc1uldren. See pp. 34-s1 filing instructions.) 
Income during 
Gross value Transactions during reporting period 
Description Assets 
reporting period 
reporting period 
{including trust assets) 
Ifnot exempt from clisclosme
(1) 
(2) 
(I) (2) (I) 
(2) 
Place "(X)" after each asset exempt 
Value Value Type (e.g. 
Date:
Amount 
Type (e.g. 
Value 
Identity 
from prior clisdosure 
Month
Codc2 Melhod bay, seD, 
Code 
div. rent 
Code2 	Code buyer/seller 
(J-P) Code3 merger,
int.) 
Day 	(if private 
(A-H) 
(J-P) 	{AH)
redemption) 
transaction) 
(Q-W) 
19. 	
TRIBOR. BRIDGE 1UNNELBOND 6.625% DUEtlOtn.2 

20. 	
N.Y. SfATE LOCALGOVTBOND 5.375% DUE 4/ln.4 

21. 	
N.Y. SfATE POWER Aura. BOND 5.25% DUE 

TRJBOR. BRIDGE 1UNNELBOND DUE 1/1115 
23. 	
TRIBOR. BRIDGE 1UNNELBOND 5.5% DUE 1/1117 

24. 	
N.Y. SfATE MTG AGY BOND 5.60% DUE 10I01/17 

25. 	
N.Y SfATE SER BOND DUE OM>l/lS 

N.Y. SfATE '!RANS BOND DUE OSIOl/16  lntexest  lntexest  Sell  03/20  Interest  Sell  01/03  Intexest  Sell  01/02  Inicn:st  lntexest  Interest  .lolcrest  

28.
N.Y. SfATE SER CBOND 5.25% DUE 11/15121 
lntexest
N.Y. SfATE DORM. Aura. BOND DUE 
lntexest 
01m12S 
N.Y. SfATE 1WY. Aura. BOND SER. 5.25% DUE 04/Ul/15 
29. 
30. 	
N.Y. SfATE SER CBOND DUE 08/15/17 

31. 	
N.Y. SfA'IB MTG AGY BOND SER 5.10% DUE 10,IOl/17 

32. 	
N.Y. SfATB SERB BOND 5.25% DUE 08/01120 
Intcrcst 
Interest Interest lntexest  

34. 
N.Y. SfA'IE U>CALGOVTBOND DUE  Inicrmt  Sell  04/01  
04/01/21  Redemption  
N.Y. SfA'IB SERF BOND DUE 08/01123  Interest  

36. 
TRIBOR. BRIDGE 1UNNEL BOND 5.25%  Interest  
DUE 01/01128  
N.Y. STATE URBAN DEV BOND 5.25% DUE  Interest  

01/01/15 ValueMethcid:Codes fl;.;;..(".ti.hmni 'C''.tl 
Name Person Reporting
ati
Koeltl, John 
VII. INVESTMENTS and TRUSTS income, value, transcalions (includes 1hose oftbe spouse and dependent i:bildrcn. See pp. 34-57 filing inslrudions.) 1ncomc during Gross value end Transactions during reporting period 
Description Assets 
n:porting period reporting period 
(including trust assets) not exempt from disclosure
(2) (1) (2) (1) 
(2) (4) 
Place "(X)" after each asset exempt 
Type (e.g. Value Value Type (e.g.
Ammmt 
from prior discloOJe 
Dale: Value ldentity 
37. 	
N.Y. STATE ENGY RESH BOND 5.5% DUB 01/01'21 

38. 	
NEW YORK CITY MUN WfR BOND 5.125% DUE 06/15!21 

39. 	NEW YORK MUN WfR FIN BOND 5.50% DUB 06/15(23 
40. 	NEW YORK CITY MUN WfR BOND 5.50% DUB 06/15(23 
'41. 	N.Y. STATE MTG ACGY REV BOND 5.05% DUB1001/17 
42.. CYTRANSil'NLBOND DUE 05/0lf25 
43. N.Y. STATE SER BOND 5.125% DUE 08/01f25 
Code (A-H) 
div. rent. int.) 
Interest 
Interest 
Intcmrt 
Jmerest Code2 (J-P) 
lntcRst 
Intcn:st 
Interest Method buy, sell, Monlh-Code2 Codel buyer/seller 
Code3 merger, Day (J-P) (A-H) (if private (Q-W) redemption) transaction) 
Sell
44. TRANSil'NLAT BOND DUE 05/01126 
Interest 
Rcclcmption
45. 	N.Y. CITY MUN WFA BOND DUE 06/15(27 
Interest 
N.Y. CifY MUN Wl'R BOND DUE 06/15(29 
46. 
47. NYCITYIDABOND5.% DUEl/22 
N.Y. STATE URBAN DEV BOND DUB 01/01128 
49. NEW YORK TCRS BOND DUB 03/15129 CITY TRANS BOND DUE 05/01/31 
51. N.Y STATE SER BOND 4.4% DUE 04/15!21 
52..  N.Y. STATE SERF BOND 5.3% DUB 01/15(26  
53.  N.Y. STATE DORM. AUTH. 4.75% REV JOHNS BOND DUE 07/01128  
54.  TRIBOR. BRIDGE. nJNNEL BOND DUE 11/15/32 Interest 
Intcrcst 
Interest Sell 05/20 PartUl 
Redemption 
Interest 
Intcrcst 
Interest Buy 05/20 
Intcrcst Buy 01!23
Interest Buy 03/20 Buy 01/02 
Name Person Reporting 

Koelt1. John vn. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent dtildn:n. See pp. 34-S7 of' filing instructions.) 

VIII. ADDITIONAL INFORMATION EXPLANATIONS (Indicate pa11 orReport.) 
PART VIl-COMMENTS INVESTMENT REPOR'IBD IJNE 2003 REPOR HAS BEEN CORRBCTED RELF.Ber PROPER DESCRIPilON. BOND WHICH WAS REPORTED IJNE OFTHE 2002 REPOR WAS PREVIOUSLY llSTBD HAVING INTERBSI' RATE 5.125% AND DUE DATE 06/01/21 'lllECORRECT DESCRIPTIVE Il'EMS ARE INTBREST RATE AND DUE DATE 06/01/22.. certify that all information given above (mcluding information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Fmancial Disclosure Administrative Office the United States Courts Suite2-301 One Columbus Circle, N.E. Washington, D.C. 20544