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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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2016 Financial Disclosure

Simeon Acoba, Jr.

  • Board Member, Commissioner
  • University of Hawaii Board of Regents
  • May 12, 2016 View Original Form (PDF)

Summary

1. Source of Income Total Income: $3,000 - $30,000
2. Ownership or beneficial interests in business Total Value: More than 1,000,000
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: $250,000 - $500,000
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
SU LLC Consultant $1,000 - $10,000
CHUN KAMINAKA, LLC (SPOUSE) Management $1,000 - $10,000
CHUN KAMINAKA, LLC (SPOUSE) RENTAL INCOME $1,000 - $10,000
  $3,000 - $30,000
2. Ownership or Beneficial Interests in Business
Business Name Nature of Business Nature of Interest Amount
SU, LLC CONSULTANT Member $1,000 - $10,000
CHUN KAMINAKA LLC (SPOUSE) Real estate Member $250,000 - $500,000
HI QUALITY PHYSICIANS NETWORK LLC MEDICAL SOFTWARE Member 125 units
AMERIPRISE MANAGED ACCOUNT EX A (SPOUSE) Investment Owner $500,000 - $750,000
STOCKS EX B (JOINT) VARIOUS OWNER $25,000 - $50,000
Fidelity Advisor Floating Rate High Income CL A Bond Fund Shares $25,000 - $50,000
Fidelity Advisor New Insights CL A Equity Fund Shares $10,000 - $25,000
Janus High Yield CL A Equity Fund Shares $10,000 - $25,000
Janus High Yield CL A Bond fund shares $10,000 - $25,000
Janus High Yield CL A Bond fund shares $10,000 - $25,000
Janus Flexible Bond CL A Bond fund shares $10,000 - $25,000
Templeton Global Bond CL A Bond fund Shares $10,000 - $25,000
Virtus Multi Sector Short Term Bond CL A Bond fund shares $10,000 - $25,000
American Electric Power Company Utility Shares $25,000 - $50,000
Chevron Energy Shares $25,000 - $50,000
Walt Disney Co Entertainment Shares $25,000 - $50,000
Ecolab Inc Oil Shares $25,000 - $50,000
Hawaiian Electric Industries Inc Utility Shares $25,000 - $50,000
Whole Foods Food Shares $1,000 - $10,000
Pepsico Inc Food Shares $25,000 - $50,000
Starbucks Food Shares $25,000 - $50,000
Yum Brands Inc Food Shares $10,000 - $25,000
Hawaii St Ser DK B/E Cpn Bond Holder $1,000 - $10,000
Hawaii St Unref Ser D/K Bond Holder $1,000 - $10,000
Honolulu HI C&C Ser A AGM B/D PTC Cpn Bond Holder $10,000 - $25,000
Honolulu HI C&C Wastewtr Ser V D/6 Bond Holder $25,000 - $50,000
Ameriprise Cash Reserve Certificate Banking HOlder $100,000 - $150,000
Johnson & Johnson Health Shares $1,000 - $10,000
Exxon Energy Shares $1,000 - $10,000
McDonalds Food Shares $1,000 - $10,000
General Electric Industrial Shares $1,000 - $10,000
Proctor & Gamble Consumer goods Shares $1,000 - $10,000
Pfizer Health Shares $1,000 - $10,000
  More than 1,000,000
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 - 2016 NONE
MEDIATION CENTER OF THE PACIFIC DIRECTOR 2014 - NONE
University Health Partners Ex-officio director appointed by Board of Regents 2015 - None
SU LLC Member 2014 - $1,000 - $10,000
Chun Kaminaka LLC (SPOUSE) Manager 2013 - $1,000 - $10,000
  $2,000 - $20,000
6. Interests in Real Property Held, Excluding Personal Residence(s)
Street Address Tax Map Key Number Value
1523 KAMINAKA DRIVE, HONOLULU HI (1/2 interest) (SPOUSE) 330610300000 $250,000 - $500,000
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