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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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2023 Financial Disclosure

Bertrand Kobayashi

  • State Representative
  • House of Representatives
  • January 30, 2023 View Original Form (PDF)

Summary

1. Source of Income Total Income: $75,000 - $150,000
2. Ownership or beneficial interests in business Total Value: $0
4. Creditors Total Debts: N/A
5. Officerships, directorships, trusteeships Businesses: 2
6. Interests in real property held, excluding personal residence(s) Total Value: $75,000 - $150,000
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
DBEDT Office of Planning (SPOUSE) Employment $25,000 - $50,000
State House of Representatives Employment $50,000 - $100,000
  $75,000 - $150,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
American Balanced Fund (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Aqualia Hawaiian Tax Free Trust (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Bank of Hawaii (SPOUSE) mutual fund Stocks, Bonds or Mutual Funds N/A
Bank of NY Mellon Corp (JOINT) Bank Stocks, Bonds or Mutual Funds N/A
Dodge & Cox balanced fund (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
General Electric (JOINT) Appliances and diversified business Stocks, Bonds or Mutual Funds N/A
Medtronic Inc (JOINT) Medical Equipment Stocks, Bonds or Mutual Funds N/A
Nicolas Fund (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
PIMCO income (JOINT) mutual fund Stocks, Bonds or Mutual Funds N/A
Verizon (SPOUSE) Tele-communications Stocks, Bonds or Mutual Funds N/A
Western Asset Managed Muni Fund (SPOUSE) mutual fund 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
United Japanese Society of Hawaii Counselor $0
Hawaii Fukuoka Kenjin Kai Counselor $0
  $0
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
Property-0013175 (SPOUSE) $25,000 - $50,000
Property-0013174 (SPOUSE) $50,000 - $100,000
  $75,000 - $150,000
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