- Board Member, Commissioner
- University of Hawaii Board of Regents
- June 19, 2015 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 | ||||