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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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2015 Financial Disclosure

Eugene Bal

  • Board Member, Commissioner
  • University of Hawaii Board of Regents
  • May 17, 2015 View Original Form (PDF)

Summary

1. Source of Income Total Income: $1,000 - $10,000
2. Ownership or beneficial interests in business Total Value: $549,000 - $1,115,000
4. Creditors Total Debts: N/A
5. Officerships, directorships, trusteeships Businesses: 4
6. Interests in real property held, excluding personal residence(s) Total Value: $150,000 - $250,000
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
SRI International Consulting $1,000 - $10,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
Eugene Bal III Consulting Sole Propietor $25,000 - $50,000
Miller/Howard Income Equity (joint) Mutual Fund Shareholder $100,000 - $150,000
Federated Investors (joint) Mutual Fund Shareholder $50,000 - $100,000
Schafer Cullen Capital Mgt (joint) Mutual Fund Shareholder $50,000 - $100,000
Berkshire Hathaway (joint) Stock Shareholder $10,000 - $25,000
Exxon Mobil (joint) Stock Shareholder $1,000 - $10,000
Johnson & Johnson (joint) Stock Shareholder $10,000 - $25,000
Microsoft (joint) Stock Shareholder $150,000 - $250,000
Maui Soda & Ice Works Stock Shareholder $25,000 - $50,000
Bernstein Diversified Muni (joint) Mutual Fund Shareholder $25,000 - $50,000
T. Rowe Price Summit Muni (joint) Mutual Fund Shareholder $10,000 - $25,000
Thornburg Intermed Muni (joint) Mutual Fund Shareholder $10,000 - $25,000
Vanguard Tax Exempt (joint) Mutual Fund Shareholder $1,000 - $10,000
Wells Fargo Ultra S/T Muni (joint) Mutual Fund Shareholder $25,000 - $50,000
American Century Value (joint) Mutual Fund Shareholder $10,000 - $25,000
Artisan Mid Cap (joint) Mutual Fund Shareholder $10,000 - $25,000
Dreyfus Tax Managed (joint) Mutual Fund Shareholder $1,000 - $10,000
IShares Russell 2000 (joint) Mutual Fund Shareholder $1,000 - $10,000
Nationwide Geneva (joint) Mutual Fund Shareholder $1,000 - $10,000
Vanguard Growth (joint) Mutual Fund Shareholder $10,000 - $25,000
Vanguard REIT (joint) Mutual Fund Shareholder $1,000 - $10,000
Vanguard Value (joint) Mutual Fund Shareholder $1,000 - $10,000
Aberdeen-EQY (joint) Mutual Fund Shareholder $10,000 - $25,000
American Europacific (joint) Mutual Fund Shareholder $10,000 - $25,000
AQR Managed Futures Mutual Fund Shareholder $1,000 - $10,000
PIMCO Emerging Local Mutual Fund Shareholder $1,000 - $10,000
  $549,000 - $1,115,000
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
None
5. Officerships, Directorships, Trusteeships
Business Name Title Held Term of Office Annual Compensation
University of Hawaii Board of Regents Regent/Vice Chair 07/2013-06/2018 $0
Research Corporation of the University of Hawaii Director/Vice Chair 09/2014 - Present $0
Maui County Council of the Boy Scouts of America Director/president 02/2012 - present $0
Nisei Veterans Memorial Center (spouse) Director/Secretary 07/2007 - present $0
  $0
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
322 Molokai Hema Street, Kahului HI 96732 (joint) 2380200040000 $150,000 - $250,000
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