About this tool

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.

2020 Financial Disclosure

Bruce Voss

Summary

1. Source of Income Total Income: $300,000 - $600,000
2. Ownership or beneficial interests in business Total Value: $0
4. Creditors Total Debts: $250,000 - $500,000
5. Officerships, directorships, trusteeships Businesses: 2
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
10. Clients personally represented before state agencies Clients: 1
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
Bruce D. Voss, AAL, ALC partner of Bays Lung Rose & Holma Employment $250,000 - $500,000
Dept. of Education (SPOUSE) Employment $50,000 - $100,000
  $300,000 - $600,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
American Century Equity Growth Fund Mutual Fund ("MF") Stocks, Bonds or Mutual Funds N/A
American Century Equity Income Fund MF Stocks, Bonds or Mutual Funds N/A
American Century Heritage Investor Fund MF Stocks, Bonds or Mutual Funds N/A
American Century One Choice 2025 Fund MF Stocks, Bonds or Mutual Funds N/A
Bank of America Corp. Banking Stocks, Bonds or Mutual Funds N/A
Bank of America Corp. (JOINT) Banking Stocks, Bonds or Mutual Funds N/A
Bays Lung Rose & Holma Legal services Stocks, Bonds or Mutual Funds N/A
Caterpillar, Inc Equipment sales Stocks, Bonds or Mutual Funds N/A
Caterpillar Inc (JOINT) Equipment sales Stocks, Bonds or Mutual Funds N/A
ConAgra Foods Corp. (JOINT) Food Stocks, Bonds or Mutual Funds N/A
Consolidated Edison Utility Stocks, Bonds or Mutual Funds N/A
Consolidated Edison (JOINT) Utility Stocks, Bonds or Mutual Funds N/A
Darden Restaurants Inc (JOINT) Restaurants Stocks, Bonds or Mutual Funds N/A
Dreyfus Emerging Markets Fund MF Stocks, Bonds or Mutual Funds N/A
Edison International Corp (JOINT) Utility Stocks, Bonds or Mutual Funds N/A
Exxon Mobil Corp (JOINT) Oil Stocks, Bonds or Mutual Funds N/A
FedEx Corp. (JOINT) Package Delivery Stocks, Bonds or Mutual Funds N/A
Fidelity Balanced Fund MF Stocks, Bonds or Mutual Funds N/A
Ford Motor Co (JOINT) Auto sales Stocks, Bonds or Mutual Funds N/A
General Electric Co Conglomerate Stocks, Bonds or Mutual Funds N/A
Harbor International Fund MF Stocks, Bonds or Mutual Funds N/A
Hershey Corp (JOINT) Chocolate sales Stocks, Bonds or Mutual Funds N/A
Home Depot Corp (JOINT) Home improvement Stocks, Bonds or Mutual Funds N/A
Ishares Australia ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Ishares China Large Cap ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Ishares Malaysia ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Ishares South Africa ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Ishares South Korea ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Ishares US Utilities ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Jack in the box Inc (JOINT) Fast food Stocks, Bonds or Mutual Funds N/A
Janus Balanced Fund MF Stocks, Bonds or Mutual Funds N/A
Janus Venture Fund MF Stocks, Bonds or Mutual Funds N/A
JC Penny Co Retailing Stocks, Bonds or Mutual Funds N/A
Kellogg Corp (JOINT) Cereal Stocks, Bonds or Mutual Funds N/A
Kimberly Clark Corp (JOINT) Baby products Stocks, Bonds or Mutual Funds N/A
Laudus US Large Cap Fund MF Stocks, Bonds or Mutual Funds N/A
Mathews Asian Growth and Income Fund MF Stocks, Bonds or Mutual Funds N/A
Metropolitan West High Yield Bond Fund MF Stocks, Bonds or Mutual Funds N/A
Microsoft Corp (JOINT) Computer software Stocks, Bonds or Mutual Funds N/A
Parnussus Core Equity Fund MF Stocks, Bonds or Mutual Funds N/A
Pepsi Co (JOINT) Soda sales Stocks, Bonds or Mutual Funds N/A
Phillips 66 Co (JOINT) Gasoline sales Stocks, Bonds or Mutual Funds N/A
Powershares India ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Raytheon Co Defense Stocks, Bonds or Mutual Funds N/A
Rent A CEnter Inc Appliance rental Stocks, Bonds or Mutual Funds N/A
Schwab Core Equity Fund MF Stocks, Bonds or Mutual Funds N/A
Schwab Financial Services Fund MF Stocks, Bonds or Mutual Funds N/A
Schwab Fundamental International Small Company Fund MF Stocks, Bonds or Mutual Funds N/A
Schwab Health Care Fund MF Stocks, Bonds or Mutual Funds N/A
Schwab Target 2040 Fund MF Stocks, Bonds or Mutual Funds N/A
Scout International Fund MF Stocks, Bonds or Mutual Funds N/A
T Rowe Price Balanced Fund MF Stocks, Bonds or Mutual Funds N/A
T Rowe Price Capital Appreciation Fund MF Stocks, Bonds or Mutual Funds N/A
T Rowe Price Media and Telecommunications Fund MF Stocks, Bonds or Mutual Funds N/A
TIAA Cref Mid Cap Value Fund MF Stocks, Bonds or Mutual Funds N/A
Unilever NV (JOINT) Consumer products Stocks, Bonds or Mutual Funds N/A
United Parcel Service Corp (JOINT) Package delivery Stocks, Bonds or Mutual Funds N/A
Vaneck Vectors Vietnam ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Vanguard Developed Markets Index Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Emerging Markets ETF ETF Stocks, Bonds or Mutual Funds N/A
Vanguard Emerging Markets Index Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Energy ETF ETF Stocks, Bonds or Mutual Funds N/A
Vanguard Energy Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard European Stock Index Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard European Stock Index Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Explorer Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Income Portfolio Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Index 500 Fund (JOINT) MF Stocks, Bonds or Mutual Funds N/A
Vanguard International Equity ETF (JOINT) ETF Stocks, Bonds or Mutual Funds N/A
Vanguard International Growth Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Intl. Value Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Mid-Cap Growth Fund (JOINT) MF Stocks, Bonds or Mutual Funds N/A
Vanguard Mid-Cap Index Fund (JOINT) MF Stocks, Bonds or Mutual Funds N/A
Vanguard Mid-Cap Value Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Moderate Growth Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Prime Money Market Fund (JOINT) MF Stocks, Bonds or Mutual Funds N/A
Vanguard Small Cap Growth Fund (JOINT) MF Stocks, Bonds or Mutual Funds N/A
Vanguard Star Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Star Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Target 2030 Retirement Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Target Retirement 2035 Fund (JOINT) MF Stocks, Bonds or Mutual Funds N/A
Vanguard Total Intl. Index Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Wellesley Income Fund (JOINT) MF Stocks, Bonds or Mutual Funds N/A
Vanguard Wellesly Fund MF Stocks, Bonds or Mutual Funds N/A
Vanguard Wellington Fund Admiral Shares (JOINT) MF Stocks, Bonds or Mutual Funds N/A
Vanguard Windsor II Fund MF 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
Wells Fargo Bank, N.A. (JOINT) $500,000 - $750,000 $250,000 - $500,000
5. Officerships, Directorships, Trusteeships
Business Name Title Held Term of Office Annual Compensation
Bays Lung Rose & Holma Partner $250,000 - $500,000
PBS Hawaii Director $0
  $250,000 - $500,000
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
Property-0006371 (JOINT) 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
Bridge Aina Lea, LLC Land Use Commission
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