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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.

This database is no longer updated due to improvements with the public data available on the Hawaiʻi State Ethics Commission website. For more recent filings go to https://ethics.hawaii.gov/publicdata/

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2014 Financial Disclosure

Jeffrey Portnoy

  • Board Member, Commissioner
  • University of Hawaii Board of Regents
  • July 7, 2014 View Original Form (PDF)

Summary

1. Source of Income Total Income: $536,000 - $835,000
2. Ownership or beneficial interests in business Total Value: $0
4. Creditors Total Debts: $250,000 - $500,000
5. Officerships, directorships, trusteeships Businesses: 3
6. Interests in real property held, excluding personal residence(s) Total Value: $650,000 - $1,250,000
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
Cades Schutte LLP 1000 Bishop Street Ste 1200 Honolulu HI 96813 Legal $500,000 - $750,000
Rental Income - California and North Carolina Property (joint) Rental $25,000 - $50,000
HNL Travel (spouse) Independent Contractor Travel Agent $10,000 - $25,000
ESPN 1420AM Radio announcer $1,000 - $10,000
  $536,000 - $835,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
Apple Inc 1050 shares
Hartford Financial Services Group Inc 700 shares
IVA Int'l Fund Class C 1406.021 shares
MFS Utilities Fund B 1365.538 shares
Starbucks Corp 300 shares
Federated Strategic Income Fund Class B 2794.721 shares
Aquila Hawaiian Tax Free Trust Fund CL C 2149.991 shares
Western Asset Short Duration Municipal Income Fund Cl C 3154.058 shares
Pioneer Multi-Asset Ultrashort Income Func Cl C 16220.262 shares
Virtus Multi-Sector Short Term Bond Fund Cl C 4281.526 shares
Hawaiian Electric 2000 shares
AT&T Inc (spouse) 400 shares
Costco Wholesale Corp (spouse) 200 shares
Ford Motor Co Com New 650 shares
Target Corp (spouse) 650 shares
IVA International Fund Class C (spouse) 917.629 shares
American Funds American High Income Trust Fund Cl. A (spouse) 3671.286 shares
Putnam High Yield Advantage Fund Cl. B (spouse) 1729.778 shares
Centl Fund of CDA Ltd Canada Cl. A (spouse) 550 shares
Berkshire Hathaway Inc New Cl B (joint) 750 shares
CBS Corp New Cl. B (joint) 350 shares
Facebook Inc Cl. A (joint) 500 shares
General Electric Co (joint) 300 shares
Pepsico Inc (joint) 200 shares
Pfizer Inc (joint) 300 shares
United Parcel Service Inc Cl B (joint) 200 shares
Fidelity Advisor Floating Rate High Income Fund Cl. C (joint) 1452.413 shares
Virtus Multi Sector Short Term Bond Fund Cl. C (joint) 8499.878 shares
Western Asset Short Duration Municipal Income Fund Cl. C (joint) 41953.898 shares
American Funds Income Fund of America Cl. A (joint) 3047.358 shares
Blackrock Global Allociation Fund Inc A (joint) 1273.685 shares
  $0
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
UBS - Mortgage $250,000 - $500,000 $250,000 - $500,000
5. Officerships, Directorships, Trusteeships
Business Name Title Held Term of Office Annual Compensation
Hawaii Pops Board Chair None
Manoa Valley Theatre Board Chair 2 years none
Federal Bar Association President Elect 10/1/14 to 9/30/14 None
  $0
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
2260 N. Cahuenga Blvd #205, Los Angeles CA 90068 (joint) $250,000 - $500,000
103C Todd Street, Carborro NC 27510 (joint) $150,000 - $250,000
67-5073 Yutuka Pen Place, Waimea HI 96743 (joint) $250,000 - $500,000
  $650,000 - $1,250,000
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