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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.

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2019 Financial Disclosure

Eugene Bal

  • Board Member, Commissioner
  • University of Hawaii Board of Regents
  • April 26, 2019 View Original Form (PDF)

Summary

1. Source of Income Total Income: $1,000 - $10,000
2. Ownership or beneficial interests in business Total Value: $0
4. Creditors Total Debts: N/A
5. Officerships, directorships, trusteeships Businesses: 4
6. Interests in real property held, excluding personal residence(s) Total Value: $750,000 - $1,000,000
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
Maui Soda & Ice Works Other (e.g. rental property income, etc) $1,000 - $10,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
Alphabet (JOINT) Information technology Stocks, Bonds or Mutual Funds N/A
Amazon (JOINT) Online shopping service Stocks, Bonds or Mutual Funds N/A
American Century Value (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
American Europacific Grth-F2 (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Amundi Pioneer Fundamental Growth (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Berkshire Hathaway (JOINT) Holding company Stocks, Bonds or Mutual Funds N/A
Bernstein Diversified (JOINT) Fixed income Stocks, Bonds or Mutual Funds N/A
DFA Emerging Markets (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Diamond Hill Long/Short (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Dreyfus Tax Managed Grwth (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Eugene Bal III Consulting Business Ownership N/A
Federated Investors (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Fidelity Adv Emrg Mkts (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Goldman Sachs LOC EMG (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
IShares Cohen & Steers Rlty (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
IShares MSCI EAFE ETF (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
IShares Russell 2000 Value (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
IShares Russell Midcap (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
IShares US Aerospace Defense (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Johnson & Johnson (JOINT) Pharmaceutical Stocks, Bonds or Mutual Funds N/A
Maui Soda & Ice Works (JOINT) Beverage Stocks, Bonds or Mutual Funds N/A
Microsoft (JOINT) Information technology Stocks, Bonds or Mutual Funds N/A
Netflix (JOINT) Online entertainment Stocks, Bonds or Mutual Funds N/A
Nuveen High Yield Muni (JOINT) Fixed income Stocks, Bonds or Mutual Funds N/A
T Rowe Price Summ Muni (JOINT) Fixed income Stocks, Bonds or Mutual Funds N/A
The London Company Income Equity (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Thornburg Intermed Muni (JOINT) Fixed income Stocks, Bonds or Mutual Funds N/A
Vanguard Growth ETF (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Vanguard Growth Index (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Vanguard Info Tech ETF (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Vanguard Intm Trm (JOINT) Fixed income Stocks, Bonds or Mutual Funds N/A
Vanguard Midcap Value Index (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Vanguard Value ETF (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
Vanguard Value Index (JOINT) Mutual fund Stocks, Bonds or Mutual Funds N/A
WF Ultra S/T Muni (JOINT) Fixed income Stocks, Bonds or Mutual Funds N/A
  $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
None
5. Officerships, Directorships, Trusteeships
Business Name Title Held Term of Office Annual Compensation
Maui Soda & Ice Works Director $1,000 - $10,000
University of Hawaii Board of Regents Regent $0
Research Corporation of the University of Hawaii Director/Chair $0
Nisei Veterans Memorial Center (spouse) Director $0
  $1,000 - $10,000
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
Property-0002757 (JOINT) $750,000 - $1,000,000
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