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Judicial Watch • John G. Koeltl – 2003

John G. Koeltl – 2003

John G. Koeltl – 2003

Page 1: John G. Koeltl – 2003

Category:Federal Judges

Number of Pages:9

Date Created:February 2, 2005

Date Uploaded to the Library:November 11, 2014

Tags:sfate, BRIDGE, TRIBOR, Intcrcst, John G Koeltl, 2003, INVESTMENTS, spouse, TRUSTS, dividend, disclosure, reporting, report, Federal Judge, 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) Filers 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 Spouses 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-ATIBND WINIBR 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.FPARINBRS NEGATIVE BALANCE CAPnALACCOUNT. 
 
 
 
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 -MUIUALFUND 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. AMBRICANWASHINGION 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. AUIH. 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. SfAIB 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. SfAIE U>CALGOVTBOND DUE Inicrmt Sell 04/01 
04/01/21 Redemption 
N.Y. SfAIB 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 01/0121 
 
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.. CYTRANSilNLBOND 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. TRANSilNLAT BOND DUE 05/01126 
Interest 
Rcclcmption 
45. 	N.Y. CITY MUN WFA BOND DUE 06/15(27 
Interest 
N.Y. CifY MUN WlR 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 filing instructions.) 
 
 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS (Indicate pa11 orReport.) 
PART VIl-COMMENTS INVESTMENT REPORIBD 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 IlEMS 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