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Judicial Watch • John G. Koeltl – 2010

John G. Koeltl – 2010

John G. Koeltl – 2010

Page 1: John G. Koeltl – 2010

Category:Federal Judges

Number of Pages:10

Date Created:September 12, 2013

Date Uploaded to the Library:November 11, 2014

Tags:John G Koeltl, oppenheimer, rollover, Merrill, Lynch, 2010, Codes, dividend, reporting, report, Federal Judge, income, Judge


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Government Act 1978 
Rev. 112011 
FOR CALENDAR YEAR 2010 U.S.C. app.  1111-111) Person Reporting (last name, first, middle initial) Koehl, John Court Organization U.S.D.C. Southern District-NY Date Report 05/06/2011 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge -Active Sa. Report Type (check appropriate type) Nomination, Date Initial [{] Annual Sb. Amended Report Final Reporting Period 01/01/2010 12/31/2010 Chambers Office Address United States Courthouse 500 Pearl St. Room 1030 New York,New York 10007-1581 the basis the Information contained this Report and any modifications pertaining thereto, Is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY ADJUNCT LAW PROFESSOR UNIVERSITY LAW SCHOOL 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
 
John 
 
 
 
 
Ill. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing ins/TUtions.) Filers Non-Investment Income NONE (No reportable non-investment income.) 
 
 SOURCE AND TYPE INCOME 
(yours, not spouses) 2010 NEW YORK UNIVERSITY -TEACHING $20,000.00 Spouses Non-Investment Income -If 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, entertainmenl 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
Lodging, meals, and travel 	 
Federal Bar Council October 01, 2010 -Cranwell, Massachusetts Federal Bench and Bar Lodging and meals October 03, 2010 Retreat 
 
 
 
Date Report 
Name Person Reporting 
 
05/06/2011 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 DESCRIPTION VALUE CODE 
 
 
 
 
 
VII. INVESTMENTS and TRUSTS -income, va1ue, transattions r1ndudes tlrose of.pouse and dependent clrildren; see PP 34-601iffiling 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) 
{I) (2) {I) (2) {I) (2) (3) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value 
Gain Identity 
Code buyer/seller 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code 
(A-H) int.) (J-P) Code redemption) 
(Q-W) 
(A-H) (if private transaction) JOHNSON JOHNSON -COMMON Dividend Donated (part) PFIZER INC. -COMMON Dividend ROY DUTCH SHELL PLC -COMMON Dividend AMERICAN GROWTH FUND AMERICA -MUTUAL FUND Dividend Sold (part) I0/12/10 Buy (add!) 12/23/10 FEDERATED KAUFMANN FUND MUTUAL FUND Dividend FRANKLIN INCOME FUND Dividend Buy 07120/10 OPPENHEIMER INTL BOND FUND -MUTUAL FUND Dividend OPPENHEIMER VALUE FUND MUTUAL FUND None Sold 07/20/10 
10. OPPENHEIMER DEV. MARKETS FUND -MUTUAL FUND None 
11. MERRILL LYNCH CMA MONEY FUND -N.Y.,N.Y. Interest Sold (part) 12/31/10 Net Decrease Fund 
12. N.Y. STATE MTG AGY BOND SER 5.10% DUE 10/01/17 Interest 
13. TRANS FIN ATRV FUT BOND 4.75% DUE 11/15/23 Interest Redeemed 03/01110 
14. N.Y. STATE ENGY RESH BOND 5.5% DUE 01/01/21 Interest 
15. N.Y. STATE MTG ACGY REV BOND 5.05% DUE 10/01/17 Interest 
16. TRANSITNL BOND DUE 05101125 Interest Sold 06/08/10 
17. N.Y. STATE SER BOND 5.125% DUE 08/01/25 Interest Redeemed 01/21/10 Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(Sec Columns and 04) =$50,00 -$100,000 =$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 =$50.00 -$100.000 =$100,001 -$250,000 
(Sec Columns and 03) =$250,00I -$500,000 =$500,00 -$I ,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) =Ascssmcnt =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
 
VII. INVESTMENTS and TRUSTS income, tue, transactions r1nctudes those of.pouse 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 
 
 
(I) (2) (I) 
(4) (5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mrnldd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
 
18. TRANSITNL BOND DUE 05101126 Interest Redeemed 03/01/10 
19. N.Y. CITY MUN WTR BOND DUE 06/15/29 Interest 
20. NEW YORK TCRS BOND DUE 03/15/29 Interest Redeemed 01126110 
21. CITY TRANS BOND DUE 05/01/31 Interest 
22. N.Y STATE SER BOND 4.4% DUE 04/15/21 Interest 
23. N.Y. STATE SER BOND 5.3% DUE 01/15/26 Interest 
24. N.Y. STATE DORM. AUTH. 4.75% REV JOHNS BOND DUE 07101/28 Interest 
25. TRIBOR. BRIDGE TUNNEL BOND DUE 11/15/32 Interest 
26. TRANSITNL FIN AUTH BOND 4.75% DUE 05/01/23 Interest Redeemed 03/01/10 
27. TRANSTNL FIN ATRV BOND DUE 02/01/33 Interest 
28. SUFFOLK CTY BOND 4.125% DUE 11/01/21 Interest 
29. DUTCHESS CTY BOND 4.5% DUE 08/01/26 Interest 
30. ST. WREN CTY BOND 4.25% DUE 05/15/28 Interest 
31. NEW YORK SUBSER SER 1-1 4.125% DUE 02/01/23 Interest 
32. DORM BOND DUE 02/15/24 Interest 
33. EAST HAMPTON BOND DUE 06/15/25 Interest 
34. DORM BOND DUE 02/15/27 Interest Income Gain Codes: =$t ,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(Sec Columns and 04) =$50,001 -$100,000 =$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 =$50,00 -$I 00,000 =$100,00 -$250,000 
(Sec Columns and 03) =$250.001 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,00 -$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 
 
 
VII. INVESTMENTS and TRUSTS income, value, transactions