—
Net Worth Est.
$8.15MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$5.96M
Bank Deposit
$990.5K
Retirement Plans Defined Benefit Pension Plan
$750K
Real Estate Residential
$375K
Corporate Securities Stock
$73K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - AFAXX - AF U.S. Government Money Market-A | $1,000,001 - $5,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2024 |
CAIFX CAIFX- Capital Income Builder Cl F-2 Shs | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2024 |
ICAFX ICAFX- The Investment Company of America Class F-2 Shs | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
WGIFX WGIFX- Capital World Growth and Income Fund Class F-2 S | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
CTCAX CTCAX- Columbia Global Technology Growth Fund Class A | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
AMCFX AMCFX- Amcap Fund Class F-2 Shares | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
AMEFX AMEFX- The Income Fund of America Class F-2 Shares | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
- First Hawaiian Bank | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
CSIEX CSIEX- Calvert Equity Fund Class A | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
- Congressional FCU | $100,001 - $250,000 | Joint | None (or less than $201) | None, Interest, | 2024 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | $201 - $1,000 | Interest, | 2024 |
- Territorial Savings | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2024 |
- Hawaii State FCU | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2024 |
PGWFX PGWFX- American Funds Global Growth Portfolio Class F-2 | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
- U.S. Senate FCU | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2024 |
SLMCX SLMCX- Columbia Seligman Technology & Information Fund | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
ABNFX ABNFX- The Bond Fd of America Class F-2 Shares | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
AMBFX AMBFX- American Balanced Fund Class F-2 Shs | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2024 |
BAGIX BAGIX- Baird Aggregate Bond Fund Institutional Class | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
WMFFX WMFFX- Washington Mutual Investors Fund Cl F-2 Shs | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
PTTRX PTTRX- Pimco Funds Total Return Fund Institutional Shar | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
NFFFX NFFFX- New World Fund Inc. Class F-2 Shs | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
TRBCX TRBCX- T. Rowe Price Blue Chip Growth Fund Inc. | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
- SLF-Sun Life Financial Inc. (NYSE) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2024 |
- American Savings Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2024 |
CSXRX CSXRX- Calvert U.S. Large Cap Core Responsible Index Fu | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
MFC MFC- Manulife Fin | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2024 |
JCRIX JCRIX- Alps/Corecommodity Management Completed Commodit | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
TROSX TROSX- T. Rowe Price Overseas Stock Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
APDKX APDKX- Artisan International Value Fund Advisor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Royal Business Bank | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2024 |
WOBDX WOBDX- Jpmorgan Core Bond Fund I Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
JMUEX JMUEX- Jpmorgan U.S. Equity Fund Class L | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
PGOVX PGOVX- Pimco Funds Long-Term US Government Fund Institu | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
BUBIX BUBIX- Baird Ultra Short Bond Fund Inst Cl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
TMCPX TMCPX- Touchstone Midcap Fund Class Y | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
MEDIX MEDIX- MFS Emerging Markets Debt Fund Class I | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
EIBIX EIBIX- Eaton Vance Income Fd of Boston Insti Shs | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2024 |
FTIXX FTIXX- Goldman Sachs Trust - Goldman Sachs Financial Squa | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- AIVSX-American Funds Invmt Co of Amer A (NASDAQ) | None (or less than $1,001) | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
- NEWFX-American Funds New World A (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
- AMCPX-American Funds AMCAP A (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
- PGGAX-Principal Large Cap Growth I A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CWGIX-American Funds Capital World G/I A (NASDAQ) | None (or less than $1,001) | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
- AMECX-American Funds Inc Fund of Amer A (NASDAQ) | None (or less than $1,001) | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
- CAIBX-American Funds Capital Inc Bldr A (NASDAQ) | None (or less than $1,001) | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
- ABNDX-American Funds Bond Fund of Amer A (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
- Law Office of Leighton K Oshima, ALC | Spouse | 2024 | |||
- American Funds IRA | Spouse | 2024 | |||
- Spouse IRA | Spouse | 2024 | |||
- IRA PLAN | Self | 2024 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2023 |
RTRPX RTRPX- American Funds Retirement Income Portfolio - Conse | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- AIVSX-American Funds Invmt Co of Amer A (NASDAQ) | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2023 |
- CWGIX-American Funds Capital World G/I A (NASDAQ) | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2023 |
- CAIBX-American Funds Capital Inc Bldr A (NASDAQ) | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2023 |
- First Hawaiian Bank | $250,001 - $500,000 | Spouse | None (or less than $201) | None, | 2023 |
- Territorial Savings | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2023 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- AMECX-American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
- PGGAX-Principal Large Cap Growth I A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
CSIEX CSIEX- Calvert Equity Fund Class A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
CTCAX CTCAX- Columbia Global Technology Growth Fund Class A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
JCBUX JCBUX- JPMorgan Core Bond Fund Class R6 | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Congressional FCU | $100,001 - $250,000 | Joint | None (or less than $201) | None, Interest, | 2023 |
- Hawaii State FCU | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2023 |
- U.S. Senate FCU | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2023 |
- AMCPX-American Funds AMCAP A (NASDAQ) | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
- PRRXX-T. Rowe Price Prime Reserve Fd(NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
TMCPX TMCPX- Touchstone Midcap Fund Class Y | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
TRBCX TRBCX- T. Rowe Price Blue Chip Growth Fund Inc. | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
PTTRX PTTRX- Pimco Funds Total Return Fund Institutional Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
WMFFX WMFFX- Washington Mutual Investors Fund Cl F-2 Shs | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
BAGIX BAGIX- Baird Aggregate Bond Fund Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
DGEIX DGEIX- DFA Global Equity Portfolio Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
HNACX HNACX- Harbor Capital Appreciation Fund Retirement Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
SLMCX SLMCX- Columbia Seligman Technology & Information Fund | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2023 |
CSXRX CSXRX- Calvert U.S. Large Cap Core Responsible Index Fu | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- NEWFX-American Funds New World A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- ABNDX-American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- Royal Business Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2023 |
- American Savings Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- SLF-Sun Life Financial Inc. (NYSE) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2023 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2023 |
ABALX ABALX- American Funds American Balanced Fund Class A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
FTIXX FTIXX- Goldman Sachs Trust - Goldman Sachs Financial Squa | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
LEVIX LEVIX- Lazard US Equity Concentrated Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
MWTIX MWTIX- Metropolitan West Total Return Bond Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
CRSOX CRSOX- Credit Suisse Commodity Return Strategy Fund Com | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
EIBIX EIBIX- Eaton Vance Income Fd of Boston Insti Shs | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
MEDIX MEDIX- MFS Emerging Markets Debt Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VSEIX VSEIX- Jpmorgan Small Cap Equity Fund I Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
MFC MFC- Manulife Fin | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2023 |
- 401k Plan | Spouse | 2023 | |||
- IRA PLAN | Self | 2023 | |||
- Spouse IRA | Spouse | 2023 | |||
- Oshima & Itomura, AAL, ALC | Spouse | 2023 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2022 |
RTRPX RTRPX- American Funds Retirement Income Portfolio - Conse | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- PGGAX-Principal Large Cap Growth I A | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2022 |
- AIVSX-American Funds Invmt Co of Amer A (NASDAQ) | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2022 |
- CWGIX-American Funds Capital World G/I A (NASDAQ) | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2022 |
- CAIBX-American Funds Capital Inc Bldr A (NASDAQ) | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2022 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2022 |
CTCAX CTCAX- Columbia Global Technology Growth Fund Class A | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2022 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | $201 - $1,000 | Interest, | 2022 |
CSIEX CSIEX- Calvert Equity Fund Class A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2022 |
- First Hawaiian Bank | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
- Territorial Savings | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2022 |
- AMCPX-American Funds AMCAP A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2022 |
- PRRXX-T. Rowe Price Prime Reserve Fd(NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Congressional FCU | $100,001 - $250,000 | Joint | None (or less than $201) | None, Interest, | 2022 |
JCBUX JCBUX- JPMorgan Core Bond Fund Class R6 | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- AMECX-American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2022 |
ABALX ABALX- American Funds American Balanced Fund Class A | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Hawaii State FCU | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2022 |
HNACX HNACX- Harbor Capital Appreciation Fund Retirement Class | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
DGEIX DGEIX- DFA Global Equity Portfolio Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
MWTIX MWTIX- Metropolitan West Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- BPAIX-Boston Partners All Cap Value Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- JNBSX-JPMorgan Income Builder Select (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
OANBX OANBX- Oakmark Equity and Income Fund Institutional Cla | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- FSRIX-Fidelity Advisor Strategic Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- NEWFX-American Funds New World A (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
- ABNDX-American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- SLF-Sun Life Financial Inc. (NYSE) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2022 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2022 |
- U.S. Senate FCU | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2022 |
- Bank of the Orient | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2022 |
- American Savings Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2022 |
MALOX MALOX- BlackRock Global Allocation Fund, Inc. Institution | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
GAOSX GAOSX- JPMorgan Global Allocation Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
JENIX JENIX- Jensen Quality Growth Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- EKGIX - Allspring Global Small Cap Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
OGLYX OGLYX- Invesco Global Fund Class Y | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PCBIX PCBIX- Principal MidCap Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
LEVIX LEVIX- Lazard US Equity Concentrated Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
MFC MFC- Manulife Fin | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2022 |
FTIXX FTIXX- Goldman Sachs Trust - Goldman Sachs Financial Squa | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Spouse IRA | Spouse | 2022 | |||
- IRA PLAN | Self | 2022 | |||
- 401k Plan | Spouse | 2022 | |||
- Oshima & Itomura, AAL, ALC | Spouse | 2022 | |||
RTRPX RTRPX- American Funds Retirement Income Portfolio - Conse | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2021 |
- CWGIX-American Funds Capital World G/I A (NASDAQ) | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2021 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2021 |
- CAIBX-American Funds Capital Inc Bldr A (NASDAQ) | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2021 |
- AIVSX-American Funds Invmt Co of Amer A (NASDAQ) | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2021 |
CSIEX CSIEX- Calvert Equity Fund Class A | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2021 |
- Congressional FCU | $100,001 - $250,000 | Joint | None (or less than $201) | None, Interest, | 2021 |
- First Hawaiian Bank | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2021 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | $201 - $1,000 | Interest, | 2021 |
- AMECX-American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2021 |
- Territorial Savings | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2021 |
CTCAX CTCAX- Columbia Global Technology Growth Fund Class A | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
JCBUX JCBUX- JPMorgan Core Bond Fund Class R6 | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- PGGAX-Principal Large Cap Growth I A | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
- AMCPX-American Funds AMCAP A (NASDAQ) | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2021 |
- PRRXX-T. Rowe Price Prime Reserve Fd(NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
HNACX HNACX- Harbor Capital Appreciation Fund Retirement Class | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
GAOSX GAOSX- JPMorgan Global Allocation Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Hawaii State FCU | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2021 |
- Bank of the Orient | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2021 |
- U.S. Senate FCU | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2021 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2021 |
- SLF-Sun Life Financial Inc. (NYSE) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2021 |
- ABNDX-American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- NEWFX-American Funds New World A (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
DGEIX DGEIX- DFA Global Equity Portfolio Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- FSRIX-Fidelity Advisor Strategic Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- OAKBX-Oakmark Equity & Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- JNBSX-JPMorgan Income Builder Select (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
MWTIX MWTIX- Metropolitan West Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
MALOX MALOX- BlackRock Global Allocation Fund, Inc. Institution | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
ABALX ABALX- American Funds American Balanced Fund Class A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
LEVIX LEVIX- Lazard US Equity Concentrated Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
OGLYX OGLYX- Invesco Global Fund Class Y | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
EKGIX EKGIX- Wells Fargo Global Small Cap Fund Class Inst | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FTIXX FTIXX- Goldman Sachs Trust - Goldman Sachs Financial Squa | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- BPAIX-Boston Partners All Cap Value Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
JENIX JENIX- Jensen Quality Growth Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
PCBIX PCBIX- Principal MidCap Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- NBHIX-Neuberger Berman Equity Income Inst (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
AVGRX AVGRX- Dreyfus Dynamic Total Return I | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- THOIX-Thornburg Global Opportunities I (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- WABIX-Wells Fargo Absolute Return Inst | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- AQMIX-AQR Managed Futures Strategy I (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- CAIBX-American Funds Capital Income Bldr A (NASDAQ) | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
HGOIX HGOIX- Hartford Growth Opportunities I | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Spouse IRA | Spouse | 2021 | |||
- 401k Plan | Spouse | 2021 | |||
- Oshima & Itomura, AAL, ALC | Spouse | 2021 | |||
- IRA PLAN | Self | 2021 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2020 |
- CAIBX-American Funds Capital Inc Bldr A (NASDAQ) | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2020 |
RTRPX RTRPX- American Funds Retirement Income Portfolio - Conse | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2020 |
- CWGIX-American Funds Capital World G/I A (NASDAQ) | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2020 |
JCBUX JCBUX- JPMorgan Core Bond Fund Class R6 | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- First Hawaiian Bank | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2020 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | $201 - $1,000 | Interest, | 2020 |
CSIEX CSIEX- Calvert Equity Fund Class A | $100,001 - $250,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- PGGAX-Principal Large Cap Growth I A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2020 |
- Hawaii State FCU | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2020 |
- AIVSX-American Funds Invmt Co of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2020 |
- AMECX-American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2020 |
- Territorial Savings | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2020 |
- PRRXX-T. Rowe Price Prime Reserve Fd(NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- AMCPX-American Funds AMCAP A (NASDAQ) | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2020 |
- WABIX-Wells Fargo Absolute Return Inst | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- JNBSX-JPMorgan Income Builder Select (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- THOIX-Thornburg Global Opportunities I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- OAKBX-Oakmark Equity & Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- FSRIX-Fidelity Advisor Strategic Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
DGEIX DGEIX- DFA Global Equity Portfolio Institutional Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
HNACX HNACX- Harbor Capital Appreciation Fund Retirement Class | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- CAIBX-American Funds Capital Income Bldr A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- NEWFX-American Funds New World A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
- U.S. Senate FCU | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2020 |
- Congressional FCU | $15,001 - $50,000 | Joint | None (or less than $201) | None, Interest, | 2020 |
- Bank of the Orient | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2020 |
MWTIX MWTIX- Metropolitan West Total Return Bond Fund Class I | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
AVGRX AVGRX- Dreyfus Dynamic Total Return I | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- BPAIX-Boston Partners All Cap Value Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- ABNDX-American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
- SLF-Sun Life Financial Inc. (NYSE) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2020 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2020 |
EKGIX EKGIX- Wells Fargo Global Small Cap Fund Class Inst | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- NBHIX-Neuberger Berman Equity Income Inst (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
HGOIX HGOIX- Hartford Growth Opportunities I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
LEVIX LEVIX- Lazard US Equity Concentrated Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- AQMIX-AQR Managed Futures Strategy I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- 3109 Waialae Avenue LLC | None (or less than $1,001) | Spouse | $100,001 - $1,000,000 | Rent/Royalties, Capital Gains, | 2020 |
- 401k Plan | Spouse | 2020 | |||
- Oshima, Itomura & Fujimoto, AAL, ALC | Spouse | 2020 | |||
- 3109 Waialae Avenue LLC | Spouse | 2020 | |||
- Spouse IRA | Spouse | 2020 | |||
- IRA PLAN | Self | 2020 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2019 |
- PRSIX-T. Rowe Price Personal Strat Inc | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- CAIBX-American Funds Capital Inc Bldr A (NASDAQ) | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2019 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2019 |
- CWGIX-American Funds Capital World G/I A (NASDAQ) | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2019 |
- AIVSX-American Funds Invmt Co of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2019 |
- First Hawaiian Bank | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2019 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | $201 - $1,000 | Interest, | 2019 |
- Congressional FCU | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2019 |
- 3109 Waialae Ave., Honolulu, HI 96816 | $100,001 - $250,000 | Spouse | $5,001 - $15,000 | Rent/Royalties, | 2019 |
- PRTIX-T. Rowe Price US Treasury Interm (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- AMECX-American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2019 |
- AMCPX-American Funds AMCAP A (NASDAQ) | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2019 |
- Bank of the Orient | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2019 |
- Hawaii State FCU | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2019 |
- Territorial Savings | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2019 |
- PGGAX-Principal Large Cap Growth I A | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2019 |
- PRRXX-T. Rowe Price Prime Reserve Fd (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- OAKBX-Oakmark Equity & Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- CAIBX-American Funds Capital Income Bldr A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2019 |
- ABNDX-American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- OPPAX-Oppenheimer Global A (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FSRIX-Fidelity Advisor Strategic Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- JNBSX-JPMorgan Income Builder Select (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- BPAIX-Boston Partners All Cap Value Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- WABIX-Wells Fargo Absolute Return Inst | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
EKGIX EKGIX- Wells Fargo Global Small Cap Fund Class Inst | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
LEVIX LEVIX- Lazard US Equity Concentrated Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- SLF-Sun Life Financial Inc. (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2019 |
- AQMIX-AQR Managed Futures Strategy I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TIBIX-Thornburg Investment Income Builder I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- THOIX-Thornburg Global Opportunities I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- JFLEX-Janus Flexible Bond I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
HGOIX HGOIX- Hartford Growth Opportunities I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
AVGRX AVGRX- Dreyfus Dynamic Total Return I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- NBHIX-Neuberger Berman Equity Income Inst (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- NEWFX-American Funds New World A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
KGDIX KGDIX- Deutsche Global Small Cap Institutional | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FTIXX-Financial Square Treasury Instr (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- 401k Plan | Spouse | 2019 | |||
- 3109 Waialae Avenue LLC | Spouse | 2019 | |||
- Oshima, Itomura & Fujimoto, AAL, ALC | Spouse | 2019 | |||
- IRA PLAN | Self | 2019 | |||
- Spouse IRA | Spouse | 2019 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | None (or less than $201) | None, | 2018 |
- PRSIX-T. Rowe Price Personal Strat Inc | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CAIBX-American Funds Capital Inc Bldr A (NASDAQ) | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2018 |
- CWGIX-American Funds Capital World G/I A (NASDAQ) | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Excepted Investment Fund, | 2018 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2018 |
- AIVSX-American Funds Invmt Co of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2018 |
- AMECX-American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2018 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2018 |
- PRTIX-T. Rowe Price US Treasury Interm (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- First Hawaiian Bank | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2018 |
- 3109 Waialae Ave., Honolulu, HI 96816 | $100,001 - $250,000 | Spouse | $5,001 - $15,000 | Rent/Royalties, | 2018 |
- Hawaii State FCU | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2018 |
- Bank of the Orient | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2018 |
- AMCPX-American Funds AMCAP A (NASDAQ) | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2018 |
- Territorial Savings | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- PRRXX-T. Rowe Price Prime Reserve Fd (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Congressional FCU | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2018 |
- BPAIX-Boston Partners All Cap Value Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- WABIX-Wells Fargo Absolute Return Inst | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- THOIX-Thornburg Global Opportunities I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- OAKBX-Oakmark Equity & Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FSRIX-Fidelity Advisor Strategic Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- OPPAX-Oppenheimer Global A (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- PGGAX-Principal Large Cap Growth I A | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2018 |
AVGRX AVGRX- Dreyfus Dynamic Total Return I | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CAIBX-American Funds Capital Income Bldr A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- ABNDX-American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2018 |
- JNBSX-JPMorgan Income Builder Select (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- NEWFX-American Funds New World A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- JFLEX-Janus Flexible Bond I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- AQMIX-AQR Managed Futures Strategy I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FTIXX-Financial Square Treasury Instr (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
LEVIX LEVIX- Lazard US Equity Concentrated Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIBIX-Thornburg Investment Income Builder I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- SLF-Sun Life Financial Inc. (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2018 |
- NBHIX-Neuberger Berman Equity Income Inst (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
HGOIX HGOIX- Hartford Growth Opportunities I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
KGDIX KGDIX- Deutsche Global Small Cap Institutional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Aloha Pacific FCU | None (or less than $1,001) | Joint | None (or less than $201) | None, | 2018 |
- PTRAX-PIMCO Total Return Admin (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Spouse IRA | Spouse | 2018 | |||
- IRA PLAN | Self | 2018 | |||
- 3109 Waialae Avenue LLC | Spouse | 2018 | |||
- Oshima, Itomura & Fujimoto, AAL, ALC | Spouse | 2018 | |||
- 401k Plan | Spouse | 2018 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
CAIBX CAIBX- American Funds Capital Inc Bldr A (NASDAQ) | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2017 |
PRSIX PRSIX- T. Rowe Price Personal Strat Inc | $250,001 - $500,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2017 |
CWGIX CWGIX- American Funds Capital World G/I A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2017 |
AMECX AMECX- American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2017 |
AIVSX AIVSX- American Funds Invmt Co of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2017 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | Interest, | 2017 |
- 3109 Waialae Ave., Honolulu, HI 96816 | $100,001 - $250,000 | Spouse | $5,001 - $15,000 | Rent/Royalties, | 2017 |
PRTIX PRTIX- T. Rowe Price US Treasury Interm (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
AMCPX AMCPX- American Funds AMCAP A (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
- Congressional FCU | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Hawaii State FCU | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Territorial Savings | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2017 |
OSTFX OSTFX- Osterweis (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Bank of the Orient | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2017 |
ABNDX ABNDX- American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- First Hawaiian Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2017 |
OPPAX OPPAX- Oppenheimer Global A (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
TRBCX TRBCX- T. Rowe Price Blue Chip Growth (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
PRRXX PRRXX- T. Rowe Price Prime Reserve Fd (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
GDIFX GDIFX- Goldman Sachs Dynamic Allocation Instl (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
OAKBX OAKBX- Oakmark Equity & Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
JNBSX JNBSX- JPMorgan Income Builder Select (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
WABIX WABIX- Wells Fargo Absolute Return Inst | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
CAIBX CAIBX- American Funds Capital Income Bldr A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
SLF SLF- Sun Life Financial Inc. (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2017 |
AQMIX AQMIX- AQR Managed Futures Strategy I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FSRIX FSRIX- Fidelity Advisor Strategic Income I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Aloha Pacific FCU | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
TIBIX TIBIX- Thornburg Investment Income Builder I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
THOIX THOIX- Thornburg Global Opportunities I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
VAGGX VAGGX- Delaware Select Growth Instl (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
JFLEX JFLEX- Janus Flexible Bond I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
NBHIX NBHIX- Neuberger Berman Equity Income Inst (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
BPAIX BPAIX- Boston Partners All Cap Value Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- 3109 Waialae Avenue LLC | $1,001 - $15,000 | Spouse | 2017 | ||
NEWFX NEWFX- American Funds New World A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
PTRAX PTRAX- PIMCO Total Return Admin (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FTIXX FTIXX- Financial Square Treasury Instr (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- IRA PLAN | Self | 2017 | |||
- Spouse IRA | Spouse | 2017 | |||
- 401k Plan | Spouse | 2017 | |||
- Oshima, Itomura & Fujimoto, AAL, ALC | Spouse | 2017 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | Other $49,377.48 | Other, (PENSION) | 2016 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2016 |
CAIBX CAIBX- American Funds Capital Inc Bldr A (NASDAQ) | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2016 |
- 3109 Waialae Ave., Honolulu, HI 96816 | $100,001 - $250,000 | Spouse | $5,001 - $15,000 | Rent/Royalties, | 2016 |
AIVSX AIVSX- American Funds Invmt Co of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2016 |
CWGIX CWGIX- American Funds Capital World G/I A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2016 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | Interest, | 2016 |
PRSIX PRSIX- T. Rowe Price Personal Strat Inc | $100,001 - $250,000 | Spouse | None (or less than $201) | Dividends, | 2016 |
AMECX AMECX- American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2016 |
- First Hawaiian Bank | $50,001 - $100,000 | Spouse | None (or less than $201) | Interest, | 2016 |
AMCPX AMCPX- American Funds AMCAP A (NASDAQ) | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2016 |
- Congressional FCU | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2016 |
PRTIX PRTIX- T. Rowe Price US Treasury Interm (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
OSTFX OSTFX- Osterweis (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Hawaii State FCU | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Territorial Savings | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Bank of the Orient | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2016 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2016 |
ABNDX ABNDX- American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
OPPAX OPPAX- Oppenheimer Global A (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
TRBCX TRBCX- T. Rowe Price Blue Chip Growth (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
PRRXX PRRXX- T. Rowe Price Prime Reserve Fd (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
GDIFX GDIFX- Goldman Sachs Dynamic Allocation Instl (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
OAKBX OAKBX- Oakmark Equity & Income I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
IVAEX IVAEX- Ivy Asset Strategy I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
EAAIX EAAIX- Wells Fargo Advantage Asset Alloc Instl (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
CAIBX CAIBX- American Funds Capital Income Bldr A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
JNBSX JNBSX- JPMorgan Income Builder Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
JFLEX JFLEX- Janus Flexible Bond I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FSRIX FSRIX- Fidelity Advisor Strategic Income I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- 3109 Waialae Avenue LLC | $1,001 - $15,000 | Spouse | 2016 | ||
NBHIX NBHIX- Neuberger Berman Equity Income Inst (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
TIBIX TIBIX- Thornburg Investment Income Builder I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
THOIX THOIX- Thornburg Global Opportunities I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
VAGGX VAGGX- Delaware Select Growth Instl (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Aloha Pacific FCU | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
NEWFX NEWFX- American Funds New World A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
SLF SLF- Sun Life Financial Inc. (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2016 |
AQMIX AQMIX- AQR Managed Futures Strategy I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
PTRAX PTRAX- PIMCO Total Return Admin (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
MNCIX MNCIX- Manning & Napier Pro-Blend Cnsrv Term I (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
PARRX PARRX- PIMCO Real Return Admin (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FTIXX FTIXX- Financial Square Treasury Instr (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Bank of Hawaii | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2016 |
PRFDX PRFDX- T. Rowe Price Equity Income (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Oshima, Itomura & Fujimoto, AAL, ALC | Spouse | 2016 | |||
- Spouse IRA | Spouse | 2016 | |||
- 401k Plan | Spouse | 2016 | |||
- IRA PLAN | Self | 2016 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | Other $48,436.92 | Other, (PENSION) | 2015 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2015 |
CWGIX CWGIX- American Funds Capital World G/I A (NASDAQ) | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2015 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | Interest, | 2015 |
AIVSX AIVSX- American Funds Invmt Co of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2015 |
CAIBX CAIBX- American Funds Capital Inc Bldr A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2015 |
MNCIX MNCIX- Manning & Napier Pro-Blend Cnsrv Term I (NASDAQ) | $100,001 - $250,000 | Spouse | $15,001 - $50,000 | Excepted Investment Fund, | 2015 |
AMECX AMECX- American Funds Inc Fund of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2015 |
- Bank of Hawaii | $50,001 - $100,000 | Spouse | None (or less than $201) | Interest, | 2015 |
- Bank of the Orient | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2015 |
AMCPX AMCPX- American Funds AMCAP A (NASDAQ) | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2015 |
PRRXX PRRXX- T. Rowe Price Prime Reserve Fd (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
GDIFX GDIFX- Goldman Sachs Dynamic Allocation Instl (NASDAQ) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
OPPAX OPPAX- Oppenheimer Global A (NASDAQ) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
JNBSX JNBSX- JPMorgan Income Builder Select (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- Congressional FCU | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2015 |
EAAIX EAAIX- Wells Fargo Advantage Asset Alloc Instl (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
ABNDX ABNDX- American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- Hawaii State FCU | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2015 |
JFLEX JFLEX- Janus Flexible Bond I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2015 |
OSTFX OSTFX- Osterweis (NASDAQ) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
THOIX THOIX- Thornburg Global Opportunities I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
IVAEX IVAEX- Ivy Asset Strategy I (NASDAQ) | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Excepted Investment Fund, | 2015 |
OAKBX OAKBX- Oakmark Equity & Income I (NASDAQ) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
PRTIX PRTIX- T. Rowe Price US Treasury Interm (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
PRFDX PRFDX- T. Rowe Price Equity Income (NASDAQ) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
TRBCX TRBCX- T. Rowe Price Blue Chip Growth (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
CAIBX CAIBX- American Funds Capital Income Bldr A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
TIBIX TIBIX- Thornburg Investment Income Builder I (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
NEWFX NEWFX- American Funds New World A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
VAGGX VAGGX- Delaware Select Growth Instl (NASDAQ) | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
SLF SLF- Sun Life Financial Inc. (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2015 |
FTIXX FTIXX- Financial Square Treasury Instr (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
FSRIX FSRIX- Fidelity Advisor Strategic Income I (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
NBHIX NBHIX- Neuberger Berman Equity Income Inst (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
AQMIX AQMIX- AQR Managed Futures Strategy I (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- Territorial Savings | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
- Aloha Pacific FCU | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
GHYYX GHYYX- Pioneer Global High Yield Y (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
PTHPX PTHPX- PIMCO EqS Pathfinder P (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
PTRAX PTRAX- PIMCO Total Return Admin (NASDAQ) | None (or less than $1,001) | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
PARRX PARRX- PIMCO Real Return Admin (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Office of Leighton K Oshima, A Law Corporation | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2015 |
- Bank of Hawaii | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2015 |
PTTRX PTTRX- PIMCO Total Return Instl (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
ITHIX ITHIX- Hartford Capital Appreciation I (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
SVAIX SVAIX- Federated Strategic Value Dividend Instl (NASDAQ) | None (or less than $1,001) | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- IRA PLAN | Self | 2015 | |||
- Spouse IRA | Spouse | 2015 | |||
- 401k Plan | Spouse | 2015 | |||
- EMPLOYEES' RETIREMENT SYSTEM OF THE STATE OF HAWAII | $500,001 - $1,000,000 | Self | Other $47,496.36 | Other, (PENSION) | 2014 |
- RESIDENTIAL RENTAL | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2014 |
MNCIX MNCIX- Manning & Napier Pro-Blend Cnsrv Term I (NASDAQ) | $100,001 - $250,000 | Spouse | $5,001 - $15,000 | Excepted Investment Fund, | 2014 |
- Wells Fargo Liquid Asset Fund | $100,001 - $250,000 | Spouse | None (or less than $201) | Interest, | 2014 |
AIVSX AIVSX- American Funds Invmt Co of Amer A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2014 |
CAIBX CAIBX- American Funds Capital Inc Bldr A (NASDAQ) | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2014 |
CWGIX CWGIX- American Funds Capital World G/I A (NASDAQ) | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2014 |
- Bank of Hawaii | $50,001 - $100,000 | Spouse | None (or less than $201) | Interest, | 2014 |
AMCPX AMCPX- American Funds AMCAP A (NASDAQ) | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2014 |
AMECX AMECX- American Funds Inc Fund of Amer A (NASDAQ) | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2014 |
- MFC-Manulife Financial Corporation (NYSE) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Dividends, | 2014 |
EAAIX EAAIX- Wells Fargo Advantage Asset Alloc Instl (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
THOIX THOIX- Thornburg Global Opportunities I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
IVAEX IVAEX- Ivy Asset Strategy I (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
GDIFX GDIFX- Goldman Sachs Dynamic Allocation Instl (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
- Hawaii State FCU | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2014 |
PTRAX PTRAX- PIMCO Total Return Admin (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
PARRX PARRX- PIMCO Real Return Admin (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
PRFDX PRFDX- T. Rowe Price Equity Income (NASDAQ) | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
TRBCX TRBCX- T. Rowe Price Blue Chip Growth (NASDAQ) | $15,001 - $50,000 | Spouse | $5,001 - $15,000 | Excepted Investment Fund, | 2014 |
OPPAX OPPAX- Oppenheimer Global A (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
ABNDX ABNDX- American Funds Bond Fund of Amer A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2014 |
CAIBX CAIBX- American Funds Capital Inc Bldr A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
- Bank of the Orient | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2014 |
FSRIX FSRIX- Fidelity Advisor Strategic Income I (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
VAGGX VAGGX- Delaware Select Growth Instl (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
PRNEX PRNEX- T. Rowe Price New Era (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
- Congressional FCU | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2014 |
NEWFX NEWFX- American Funds New World A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
PTTRX PTTRX- PIMCO Total Return Instl (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
GHYYX GHYYX- Pioneer Global High Yield Y (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
TIBIX TIBIX- Thornburg Investment Income Builder I (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
- Aloha Pacific FCU | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2014 |
SVAIX SVAIX- Federated Strategic Value Dividend Instl (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
AQMIX AQMIX- AQR Managed Futures Strategy I (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Territorial Savings | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2014 |
SLF SLF- Sun Life Financial Inc. (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, | 2014 |
OSTFX OSTFX- Osterweis (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
OAKBX OAKBX- Oakmark Equity & Income I (NASDAQ) | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
ITHIX ITHIX- Hartford Capital Appreciation I (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
PTHPX PTHPX- PIMCO EqS Pathfinder P (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
PRSVX PRSVX- T. Rowe Price Small-Cap Value (NASDAQ) | None (or less than $1,001) | Spouse | $5,001 - $15,000 | Excepted Investment Fund, | 2014 |
GCMAX GCMAX- Goldman Sachs Mid Cap Value A (NASDAQ) | None (or less than $1,001) | Spouse | $5,001 - $15,000 | Excepted Investment Fund, | 2014 |
RPMGX RPMGX- T. Rowe Price Mid-Cap Growth (NASDAQ) | None (or less than $1,001) | Spouse | $5,001 - $15,000 | Excepted Investment Fund, | 2014 |
- Office of Leighton K Oshima, A Law Corporation | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2014 |
- Bank of Hawaii | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2014 |
TRPBX TRPBX- T. Rowe Price Personal Strat Balanced (NASDAQ) | None (or less than $1,001) | Spouse | $50,001 - $100,000 | Excepted Investment Fund, | 2014 |
PRRXX PRRXX- T. Rowe Price Prime Reserve Fd (NASDAQ) | None (or less than $1,001) | Spouse | $50,001 - $100,000 | Excepted Investment Fund, | 2014 |
- 401k Plan | Spouse | 2014 | |||
- Spouse IRA | Spouse | 2014 |
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