About this tool

Financial disclosures help prevent and identify potential conflicts of interest by providing for a systematic review of the financial interests of current and prospective public employees and candidates for elected office. DISCLAIMER: The financial data presented in our database includes the filer as well as his or her spouse and dependent children whenever applicable. Click on the "original form" link under each name to see the breakdown of these sources.

2014 Financial Disclosure

Lee Putnam

  • Board Member, Commissioner
  • University of Hawaii Board of Regents
  • July 23, 2014 View Original Form (PDF)

Disclosures

1. Source of Income
Source Services Rendered Amount
None
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
NLY Annaly Capital Mgmnt REIT shareholder $10,000 - $25,000
EPD Enterprise Products Energy shareholder $10,000 - $25,000
IVV Ishares Core S&P ETF shareholder $25,000 - $50,000
JXI Ishares S&P Global Utilities ETF shareholder $10,000 - $25,000
IYW Ishares Dow Jones ETF shareholder $10,000 - $25,000
VNR Vanguard Natural Res Oil & Natural Gas shareholder $1,000 - $10,000
FKINX Franklin Income Series Mutual Fund shareholder $10,000 - $25,000
XLK Sector SPDR Tech Select ETF shareholder $1,000 - $10,000
HULAX Hawaiian Tax Free Trust Mutual Fund shareholder $10,000 - $25,000
ALEX Alexander & Baldwin Real Estate shareholder $10,000 - $25,000
  $97,000 - $245,000
3. Transfer of Ownership or Beneficial Interest in Business
Business Name Nature of Business Nature of Interest Amount
NLY Annaly Capital 1250 shares
RAX Rackspace Hosting 100 shares N/A
WRLS Telular Corp 455.85 shares
MPC Marathon Pete Corp 202 shares
FB Facebook 200 shares
FB Facebook 100 shares
  $0
4. Creditors
Business Name Original Amount Owed Amount Outstanding
First Hawaiian Bank $250,000 - $500,000 $150,000 - $250,000
Bank of Hawaii $500,000 - $750,000 $500,000 - $750,000
5. Officerships, Directorships, Trusteeships
Business Name Title Held Term of Office Annual Compensation
Hawaii Veterans Memorial Fund Trustee 2014-2017 $0
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
None
7. Interests in Real Property Acquired, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
None
8. Interests in Real Property Transferred, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
None
9. Interests in Personal Residence (Maui County Only)
Mortgage Holder Address Amount Owed
None
10. Clients Personally Represented Before State Agencies
Name of Client Name of State Agency
None
11. Creditor Interests in Insolvent Businesses
Name of Business Nature of Business Nature of Interest Value
None
12. Gifts
Recipient Nature of Source Description Date Received Value
None