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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

Lee Putnam

  • Board Member, Commissioner
  • University of Hawaii Board of Regents
  • May 11, 2015 View Original Form (PDF)

Summary

1. Source of Income Total Income: N/A
2. Ownership or beneficial interests in business Total Value: $221,000 - $560,000
3. Transfer of ownership or beneficial interest in business Transfers: 2
4. Creditors Total Debts: $650,000 - $1,000,000
5. Officerships, directorships, trusteeships Businesses: 1
6. Interests in real property held, excluding personal residence(s) Total Value: N/A
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
None
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
QQQ POWERSHARES ETF SHAREHOLDER $1,000 - $10,000
XLK SECTOR SPDR ETF SHAREHOLDER $1,000 - $10,000
HULAX AQUILA HAWAIIAN TRUST MUTUAL FUND SHAREHOLDER $10,000 - $25,000
ALEX ALEXANDER & BALDWIN REAL ESTATE SHAREHOLDER $10,000 - $25,000
ANGI ANGIE'S LIST E-TAIL SHAREHOLDER $1,000 - $10,000
BOH BANK OF HAWAII FINANCIAL SHAREHOLDER $10,000 - $25,000
BBRY BLACKBERRY TECHNOLOGY SHAREHOLDER $1,000 - $10,000
DTV DIRECTV TECHNOLOGY SHAREHOLDER $10,000 - $25,000
EBAY EBAY E-TAIL SHAREHOLDER $10,000 - $25,000
FB FACEBOOK SOCIAL MEDIA SHAREHOLDER $10,000 - $25,000
MRK MERCK PHARMACEUTICALS SHAREHOLDER $10,000 - $25,000
MSFT MICROSOFT TECHNOLOGY SHAREHOLDER $25,000 - $50,000
ORCL ORACLE TECHNOLOGY SHAREHOLDER $1,000 - $10,000
PBPB POTBELLY CORP RESTAURANT SHAREHOLDER $1,000 - $10,000
TWX TIME WARNER ENTERTAINMENT SHAREHOLDER $10,000 - $25,000
YHOO YAHOO TECHONOLOGY SHAREHOLDER $10,000 - $25,000
CVX CHEVRON PETROLEUM SHAREHOLDER $10,000 - $25,000
EPD ENTERPRISE PRODUCTS ENERGY SHAREHOLDER $10,000 - $25,000
IVV ISHARES CORE S&P ETF SHAREHOLDER $25,000 - $50,000
JXI ISHARES GLOBAL UTILITIES ETF SHAREHOLDER $10,000 - $25,000
IYW ISHARES US TECH ETF SHAREHOLDER $25,000 - $50,000
QCOM QUALCOMM TECHNOLOGY SHAREHOLDER $10,000 - $25,000
TD TORONTO DOMINION BANK FINANCIAL SHAREHOLDER $10,000 - $25,000
  $221,000 - $560,000
3. Transfer of Ownership or Beneficial Interest in Business
Business Name Nature of Business Nature of Interest Amount
FKINX FRANKLIN INCOME SERIES N/A
VNR VANGUARD NATURAL RESOURCES N/A
  $0
4. Creditors
Business Name Original Amount Owed Amount Outstanding
FIRST HAWAIIAN BANK $250,000 - $500,000 $150,000 - $250,000
BANK OF HAWAII $500,000 - $750,000 $500,000 - $750,000
5. Officerships, Directorships, Trusteeships
Business Name Title Held Term of Office Annual Compensation
HAWAII VETERANS MEMORIAL FUND TRUSTEE 2014-2017 $0
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
None
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