- Board Member, Commissioner
- Hawaii State Ethics Commission
- May 8, 2015 View Original Form (PDF)
Summary
| 1. | Source of Income | Total Income: $10,000 - $25,000 |
| 2. | Ownership or beneficial interests in business | Total Value: $572,000 - $1,170,000 |
| 3. | Transfer of ownership or beneficial interest in business | Transfers: 5 |
| 4. | Creditors | Total Debts: $50,000 - $100,000 |
| 6. | Interests in real property held, excluding personal residence(s) | Total Value: $250,000 - $500,000 |
| 9. | Interests in Personal Residence (Maui County Only) | Amount Owed: N/A |
| 11. | Creditor interests in insolvent businesses | Total Value: N/A |
| 12. | Gifts | Total Value: N/A |
Disclosures
1. Source of Income
| Source | Services Rendered | Amount |
|---|---|---|
| RENTAL PROPERTY - 620 PALMARITO CT. CORAL GABLES, FL 33133; WILLIAM E. TSCHUMY JR. 50% SHARE, RUTH D. TSCHUMY 50% SHARE | $10,000 - $25,000 |
2. Ownership or Beneficial Interests in Business
| Business Name | Nature of Business | Nature of Interest | Amount |
|---|---|---|---|
| ABBOTT LABS (ABT) | PHARMA | STOCKHOLDER | $1,000 - $10,000 |
| ABBVIE (ABBV) | PHARMA | STOCKHOLDER | $1,000 - $10,000 |
| AT&T (T) | TELCOM | STOCKHOLDER | $10,000 - $25,000 |
| EXXON (XOM) | ENERGY | STOCKHOLDER | $25,000 - $50,000 |
| IBM (IBM) | TECH | STOCKHOLDER | $10,000 - $25,000 |
| HIGHLAND GLOBAL (HCOCX) | ALLOCATION | MUTUAL FUND | $25,000 - $50,000 |
| LORD ABBETT SHORT (LDLAX) | DURATION INCOME | MUTUAL FUND | $50,000 - $100,000 |
| PIONEER SHORT TERM (STIIX) | INCOME FUND | MUTUAL FUND | $50,000 - $100,000 |
| PRINCIPAL SHORT TERM (STCCX) | INCOME FUND | MUTUAL FUND | $50,000 - $100,000 |
| PRUDENTIAL SHORT TERM (PIFCX) | BOND | MUTUAL FUND | $50,000 - $100,000 |
| PUTNAM DIVERSIFIED | INCOME TRUST | MUTUAL FUND | $50,000 - $100,000 |
| RENTAL PROPERTY (RUTH D. TSCHUMY 50% SHARE, WILLIAM E. TSCHUMY JR 50% SHARE) | $250,000 - $500,000 | ||
| $572,000 - $1,170,000 | |||
3. Transfer of Ownership or Beneficial Interest in Business
| Business Name | Nature of Business | Nature of Interest | Amount |
|---|---|---|---|
| VANGUARD WELLINGTON - SOLD | N/A | ||
| GOLDEN DRAGON CHINA POWERSHARES - SOLD | N/A | ||
| HOME DEPOT - SOLD | N/A | ||
| 3M - SOLD | N/A | ||
| ENERGY TRANSFER PARTNERS - SOLD | N/A | ||
| $0 | |||
4. Creditors
| Business Name | Original Amount Owed | Amount Outstanding |
|---|---|---|
| MORTGAGE - BANK OF HAWAII | $100,000 - $150,000 | $50,000 - $100,000 |
5. Officerships, Directorships, Trusteeships
| Business Name | Title Held | Term of Office | Annual Compensation |
|---|---|---|---|
| None | |||
6. Interests in Real Property Held, Excluding Personal Residence(s)
| Street Address | Tax Map Key Number | Value |
|---|---|---|
| 620 PALMARITO CT. CORAL GABLES, FL 33133; 1/2 INTEREST | LOT 4, 5, 6, BLOCK 141, CORAL CABLES C.C., SECTION 6, PLT BK. 20, PG. 1, DADE COUNTY, FLORIDA | $250,000 - $500,000 |
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 | ||||