Kyle Mark Takai Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed September 18, 2013. Includes 39 assets and 1 liabilities.

Year:

2013

Est. Net Worth

-$86K

2013 annual disclosure

Total Assets

$147K - $430K

39 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$16K

Midpoint of disclosed ranges

Assets by Category

Real Estate$175K (1)

LLC / Partnership$65K (2)

Mutual Funds$33K (5)

Stocks$16K (7)

Bank & Cash$0 (4)

Other$0 (2)

Retirement & Pension$0 (16)

Insurance$0 (2)

Top Stock Holdings (from trades)

Omnivision Technologies, Inc.OVTI

$8K

Oracle CorporationORCL

$8K

All Assets (39)

Asset	Type	Owner	Value	Income
Rental Condo Pearl City, HI, US	Real Estate	Joint	$100,001 - $250,000	Rent $5,001 - $15,000
Pacific First Health Solutions LLC	LLC / Partnership	Spouse	$15,001 - $50,000	None
Pacific First Enterprises LLC	LLC / Partnership	Joint	$15,001 - $50,000	None
Walt Disney Co. Stock(DIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Kinetics Mutual Funds	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Manulife Financial(MFC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Hawaii State FCU Roth IRA - Cash	Bank & Cash	Self	N/A	Interest
Hawaii State FCU Roth IRA - Cash	Bank & Cash	Spouse	N/A	Interest
Lending Club	Other	Self	N/A	Interest
Hawaii College Savings Program	Mutual Funds	Self	N/A	None
Hawaii Deferred Compensation Plan - Stable Fund	Retirement & Pension	Self	N/A	Interest
Hawaii Deferred Compensation Plan - Blackrock US Bond	Retirement & Pension	Self	N/A	Interest
Hawaii Deferred Compensation Plan - PIMCO Total Return	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Vanguard Wellington	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Wellington CIT	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Blackrock Large Cap	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Victory Inst	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Mainstay Large Cap	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Blackrock Small Cap	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Harbor Small Cap	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Century Small Cap	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - MFS International	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - American Funds	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Blackrock Non-US	Retirement & Pension	Self	N/A	Dividends
Hawaii Deferred Compensation Plan - Schroder Emerging	Retirement & Pension	Self	N/A	Dividends
State of HI Pension Hawaii, US	Retirement & Pension	Self	N/A	None (Determined at Retirement)
TIAA CREF - TIAA Real Estate	Mutual Funds	Spouse	N/A	None
TIAA CREF - CREF Equity	Mutual Funds	Spouse	N/A	None
TIAA CREF - CREF Inflation	Mutual Funds	Spouse	N/A	None
SEP-First Hawaiian Bank - Cash	Bank & Cash	Spouse	N/A	Interest
SEP-Lending Club Micro Loan Cash	Other	Self	N/A	Interest
TD Ameritrade - Walt Disney(DIS)	Stocks	Self	N/A	Dividends
TD Ameritrade - Oracle(ORCL)	Stocks	Self	N/A	Dividends
TD Ameritrade - Omnivision Tech(OVTI)	Stocks	Self	N/A	None
TD Ameritrade - Poly Shield Tech	Stocks	Self	N/A	None
Hawaii State FCU Hawaii, US	Bank & Cash	Joint	N/A	Interest
John Hancock - Whole Life Insurance	Insurance	Spouse	N/A	None
MassMutual - Whole Life Insurance	Insurance	Spouse	N/A	None
Internet Fund Stocks	Stocks	Spouse	N/A	Dividends

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$8K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).