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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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2014 Financial Disclosure

Bertrand Y. Kobayashi

  • Legislator, District 19
  • House of Representatives
  • April 14, 2014 View Original Form (PDF)

Summary

1. Source of Income Total Income: $25,000 - $50,000
2. Ownership or beneficial interests in business Total Value: $90,000 - $225,000
4. Creditors Total Debts: $11,000 - $35,000
5. Officerships, directorships, trusteeships Businesses: 2
6. Interests in real property held, excluding personal residence(s) Total Value: $100,000 - $200,000
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
House of Representatives State Representative $25,000 - $50,000
Dept. of Business, Ecommerce, Development, & Tourism Office of Planning Planning program administrator F
  $25,000 - $50,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
Nicolas Fund Mutual Fund Ownership $25,000 - $50,000
American Balanced Fund Mutual Fund Ownership $1,000 - $10,000
American Growth Fund of Am American Funds Service Co. Mutual Fund Ownership $1,000 - $10,000
Aquila Hawaiian Tax Free Trust Mutual Fund Ownership $1,000 - $10,000
Medtronic, Inc. Medical Equipment Ownership $1,000 - $10,000
Western Asset Managed Muni Fund Mutual Fund Ownership $50,000 - $100,000
Invesco S&P 500 Index Mutual Fund Ownership $10,000 - $25,000
Invesco S&P 500 Index Mutual Fund Ownership $1,000 - $10,000
  $90,000 - $225,000
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
Rhode Island Student Loan Authority $10,000 - $25,000 $1,000 - $10,000
Rhode Island Student Loan Authority $25,000 - $50,000 $10,000 - $25,000
5. Officerships, Directorships, Trusteeships
Business Name Title Held Term of Office Annual Compensation
Hawaii Fukuoka Bd. Director 1/14-1/15 o
United Japanese Society of Hawaii Bd. Director 7/13-7/14 $0
  $0
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
1008 Kahoa St., Hilo, HI 2-7-014-007 $50,000 - $100,000
64-53-19 Nuuanu St., Kamuela, HI 6-4-010-020 $50,000 - $100,000
  $100,000 - $200,000
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