- Board Member, Commissioner
- Hawaii Community Development Authority
- March 27, 2015 View Original Form (PDF)
Summary
| 1. | Source of Income | Total Income: N/A |
| 2. | Ownership or beneficial interests in business | Total Value: $502,000 - $1,020,000 |
| 4. | Creditors | Total Debts: N/A |
| 5. | Officerships, directorships, trusteeships | Businesses: 2 |
| 6. | Interests in real property held, excluding personal residence(s) | Total Value: $150,000 - $250,000 |
| 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 |
|---|---|---|
| None | ||
2. Ownership or Beneficial Interests in Business
| Business Name | Nature of Business | Nature of Interest | Amount |
|---|---|---|---|
| Wisdom Tree Trust DXJ | ETF Fund | Shares Owned | $1,000 - $10,000 |
| FIDELITY SELECT INDUSTRIALS FCYIX | MUTUAL FUND | SHARES OWNED | $1,000 - $10,000 |
| FIDELITY VALUE FDVLX | MUTUAL FUND | SHARES OWNED | $10,000 - $25,000 |
| FIDELITY MEGA CAP FGRTX | MUTUAL FUND | SHARES OWNED | $1,000 - $10,000 |
| FIDELITY LOW PRICE FUND FLPSX | MUTUAL FUND | SHARES OWNED | $1,000 - $10,000 |
| FIDELITY HEALTH FHLC | MUTUAL FUND | SHARES OWNED | $25,000 - $50,000 |
| FIDELITY SELECT HEALTH FSPHX | MUTUAL FUND | SHARES OWNED | $1,000 - $10,000 |
| ISHARES TRANSPORTATION IYT | ETF FUND | SHARES OWNED | $1,000 - $10,000 |
| VANGUARD INDEX FUND VNQ | ETF FUND | SHARES OWNED | $1,000 - $10,000 |
| FIDELITY FREEDOM FUNDS | MUTUAL FUND | SHARES OWNED | $250,000 - $500,000 |
| FIDELITY GOVERNMENT FUND FGMXX | MUTUAL FUND | SHARES OWNED | $50,000 - $100,000 |
| NB GENESIS FUND NBGEX | MUTUAL FUND | SHARES OWNED | $10,000 - $25,000 |
| FIDELITY RESERVES MM FDRXX | MONEY MARKET FUND | SHARES OWNED | $150,000 - $250,000 |
| $502,000 - $1,020,000 | |||
3. Transfer of Ownership or Beneficial Interest in Business
| Business Name | Nature of Business | Nature of Interest | Amount |
|---|---|---|---|
| None | |||
4. Creditors
| Business Name | Original Amount Owed | Amount Outstanding |
|---|---|---|
| None | ||
5. Officerships, Directorships, Trusteeships
| Business Name | Title Held | Term of Office | Annual Compensation |
|---|---|---|---|
| Hale Kaheka AOAO | Member of Board | Expire 2/2017 | None |
| Ala Moana - Kakaako Neighborhood Board | Secretary | 7/2013 - 6/2015 | None |
| $0 | |||
6. Interests in Real Property Held, Excluding Personal Residence(s)
| Street Address | Tax Map Key Number | Value |
|---|---|---|
| 909 Majestic Drive, Washington, VT 84780 | W-MJV-120-1 | $150,000 - $250,000 |
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 | ||||