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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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2019 Financial Disclosure

Simeon Acoba, Jr.

  • Board Member, Commissioner
  • University of Hawaii Board of Regents
  • May 21, 2019 View Original Form (PDF)

Summary

1. Source of Income Total Income: $25,000 - $50,000
2. Ownership or beneficial interests in business Total Value: $658,000 - $1,355,000
3. Transfer of ownership or beneficial interest in business Transfers: 1
4. Creditors Total Debts: N/A
5. Officerships, directorships, trusteeships Businesses: 5
6. Interests in real property held, excluding personal residence(s) Total Value: $750,000 - $1,000,000
8. Interests in real property transferred, excluding personal residence(s) Properties: 1
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
SULLC CONSULTING SERVICES ASHFORD & WINSTON $25,000 - $50,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
Bank of Hope LA CA Bank CD $25,000 - $50,000
Santander Bank NA Wilm. DE Bank CD $25,000 - $50,000
MUFG Union Bank NA SF CA Bank CD $25,000 - $50,000
Beal Bank USA LC NV Bank CD $50,000 - $100,000
Bank of America NA Charl. ND Bank CD $50,000 - $100,000
Pacific Western Bank BH CA Bank CD $50,000 - $100,000
Ameriprise Insured MM MM Mutual Fund Shares $1,000 - $10,000
Fidelity MM Premium CL MM Mutual Fund Shares $100,000 - $150,000
Ameriprise Insured MM MM Mutual Fund Shares $1,000 - $10,000
Janus Henderson Flexible Bond Bond Fund Shares $10,000 - $25,000
Franklin Mutual Quest Bond fund Shares $10,000 - $25,000
Virtus Newfleet Multi Sector Bond fund Shares $10,000 - $25,000
Ishares Core ETF Stock fund Shares $25,000 - $50,000
American Electric Power Company Utility Shares $25,000 - $50,000
Baidu ADR Technology Shares $10,000 - $25,000
Chevron Energy Shares $25,000 - $50,000
Walt Disney Co Entertainment Shares $50,000 - $100,000
Ecolab Inc Technology Shares $50,000 - $100,000
Hawaiian Electric Industries Inc Utility Shares $25,000 - $50,000
Pepsico Inc Food Shares $25,000 - $50,000
Starbucks Food Shares $25,000 - $50,000
Tencent Holdings ADR Food Shares $10,000 - $25,000
Honolulu HI C&C Wastewater Ser B D/6 Bond Holder $25,000 - $50,000
Johnson & Johnson Health Shares $1,000 - $10,000
McDonalds Food Shares $1,000 - $10,000
Pfizer Health Shares $1,000 - $10,000
Walmart Inc Retail Shares $1,000 - $10,000
Travelers Insurance Co Insurance Shares $1,000 - $10,000
Procter & Gamble Consumer Shares $1,000 - $10,000
  $658,000 - $1,355,000
3. Transfer of Ownership or Beneficial Interest in Business
Business Name Nature of Business Nature of Interest Amount
Ameriprise managed account Ex A, numerous changes in mutual fund, stock, and managed account interest over time (SPOUSE) N/A
4. Creditors
Business Name Original Amount Owed Amount Outstanding
None
5. Officerships, Directorships, Trusteeships
Business Name Title Held Term of Office Annual Compensation
Hawaii JUSTICE FOUNDATION DIRECTOR 2014 - dec 2019 NONE
MEDIATION CENTER OF THE PACIFIC DIRECTOR 2015 - june 2021 NONE
University Health Partners Director 2015 - None
SU LLC Member 2014 - none
HI First Robotics (SPOUSE) Board Member 2005-
  $0
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
Personal residence $750,000 - $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
1534 Kamimaka Honolulu HI 96816 (1/2 interest SPOUSE) $525,000
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