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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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2021 Financial Disclosure

Eugene Bal

  • Board Member, Commissioner
  • University of Hawaii Board of Regents
  • March 19, 2021 View Original Form (PDF)

Summary

1. Source of Income Total Income: $1,000 - $10,000
2. Ownership or beneficial interests in business Total Value: $0
3. Transfer of ownership or beneficial interest in business Transfers: 1
4. Creditors Total Debts: N/A
5. Officerships, directorships, trusteeships Businesses: 3
6. Interests in real property held, excluding personal residence(s) Total Value: More than 1,000,000
7. Interests in real property acquired, excluding personal residence(s) Properties: 1
8. Interests in real property transferred, excluding personal residence(s) Properties: 1
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
Maui Soda & Ice Works Other (e.g. rental property income, etc) $1,000 - $10,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
Alibaba (JOINT) Online Shopping Service Stocks, Bonds or Mutual Funds N/A
Alphabet (JOINT) Information technology Stocks, Bonds or Mutual Funds N/A
Amazon (JOINT) Online shopping service Stocks, Bonds or Mutual Funds N/A
Apple (JOINT) Information Technology Stocks, Bonds or Mutual Funds N/A
Berkshire Hathaway (JOINT) Holding company Stocks, Bonds or Mutual Funds N/A
Johnson & Johnson (JOINT) Pharmaceutical Stocks, Bonds or Mutual Funds N/A
Microsoft (JOINT) Information Technology Stocks, Bonds or Mutual Funds N/A
Tesla (JOINT) Automobile Stocks, Bonds or Mutual Funds N/A
Maui Soda & Ice Works (JOINT) Beverage Stocks, Bonds or Mutual Funds N/A
Fed Hermes MDT All Cap Core (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Amundi Pioneer Fundamental Growth (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Vanguard Info Tech ETF (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
First Trust Cloud Computing (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
ARK Innovation ETF (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Aligned US Blue Chip Equity (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
WF Municipal Bond (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Vanguard SH TRM Tax (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Vanguard Growth (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Vanguard Value (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Vanguard Mid Cap Growth ETF (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Vanguard Mid Cap Value ETF (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Vanguard Small Cap Growth ETF (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Nuveen Interm Dur Muni (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
MNSTY MCKY (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Ishares Russell Mid Cap (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Ishares Russell 2000 (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Ishares Core S&P 500 (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Ishares Core MSCI Emerging (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Ishares Core MSCI EAFE ETF (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Nuveen Ltd TRM Muni Bnd (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Amer Funds Europac Grow (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
American Century Value (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
AB High Inc Municipal (JOINT) Mutual Fund Stocks, Bonds or Mutual Funds N/A
Eugene Bal III Consulting Business ownership 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
University of Hawaii Board of Regents Regent $0
Research Corporation of the University of Hawaii Director/Chair $0
Maui Soda & Ice Works Director $1,000 - $10,000
  $1,000 - $10,000
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
Property-0007541 (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
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