- Board Member, Commissioner
- Natural Energy Laboratory of Hawaii
- May 25, 2024 View Original Form (PDF)
Summary
1. | Source of Income | Total Income: $150,000 - $301,000 |
2. | Ownership or beneficial interests in business | Total Value: $286,000 - $535,000 |
4. | Creditors | Total Debts: $310,000 - $525,000 |
6. | Interests in real property held, excluding personal residence(s) | Total Value: More than 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 |
---|---|---|
DrivePlanning.com (JOINT) | Other | $1,000 - $10,000 |
GroundFloor.com (JOINT) | Other | $1,000 - $10,000 |
Hawaii Department of Transportation | Employment | $100,000 - $150,000 |
Kamehameha Schools / Bishop Est. (SPOUSE) | Other | $10,000 - $25,000 |
Legacy Wealth Management, Inc. | Other | $10,000 - $25,000 |
LendingClub.com | Other | $1,000 - $10,000 |
Prosper.com | Other | Less than $1,000 |
U.S. Coast Guard (for DOC/NOAA) | Other | $25,000 - $50,000 |
VineBrook Homes Trust Inc. | Other | $1,000 - $10,000 |
YieldStreet.com | Other | $1,000 - $10,000 |
$150,000 - $301,000 |
2. Ownership or Beneficial Interests in Business
Business Name | Nature of Business | Nature of Interest | Amount |
---|---|---|---|
Aqua Reserve Assets LLC (JOINT) | stocks/bonds and amortized interest | Business Ownership | $150,000 - $250,000 |
Legacy Wealth Management, Inc (JOINT) | amortized income model and stocks/bonds investments | Stocks, Bonds or Mutual Funds | $50,000 - $100,000 |
LendingClub.com | amortized consumer loans | Stocks, Bonds or Mutual Funds | N/A |
Prosper.com | amortized consumer loans | Stocks, Bonds or Mutual Funds | $1,000 - $10,000 |
UPMA (JOINT) | Precious Metals | Stocks, Bonds or Mutual Funds | N/A |
DrivePlanning.com (JOINT) | REIT | Stocks, Bonds or Mutual Funds | $10,000 - $25,000 |
VineBrook Homes Trust Inc. | REIT | Stocks, Bonds or Mutual Funds | $50,000 - $100,000 |
YieldStreet.com | amortized consumer loans | Stocks, Bonds or Mutual Funds | $25,000 - $50,000 |
$286,000 - $535,000 |
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 |
---|---|---|
Honda Financial Services (JOINT) | $25,000 - $50,000 | $10,000 - $25,000 |
Merchant's Bank of Indiana (JOINT) | $250,000 - $500,000 | $150,000 - $250,000 |
Honolulu Federal Credit Union (JOINT) | $150,000 - $250,000 | $150,000 - $250,000 |
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 |
---|---|---|
Kawa Street, Kaneohe (SPOUSE) | 46011047:0000 | $250,000 - $500,000 |
Property-0017287 (JOINT) | More than $1,000,000 | |
More than 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 |