Wes R. Porter

2018Initial

Ask Donna

Pull out the substance of this filing.

What was filed

  • 41

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 5

    debts

  • 1

    reimbursements

  • 4

    income

  • 3

    spouse income

Named parties

  • PWH Educational Foundation
  • Hawan Association of Independent Schools
  • University of Hawaii, Richardson School of Law
  • Damien Memonal School (dba Congregation of Chistian Brothers Hawaii)
  • Golden Gate Umiversity, School of Law
  • Sal Lake City Corporation ( Taking the Stand program)
  • Hawa Innocence Project
  • Quicken Loans Inc
  • Bank of Hawa
  • Punahou School
  • Operator Collective LP
  • Blacksand Fund 11
  • Salt Lake City Corporation
  • Damien Memorial School - salary & bonus
  • Umiversity of Hawan - teaching stipend
  • Salt Lake City Corporation - ieaching stipend
  • Golden Gate University - teaching stipend
  • MacNaughton Group - salary, bonus, benefits
  • TMG Holdings Incentive LLC
  • Kualoa Ranch - stipend for board of director position

As filed

Rental Property #1 (Honolulu, HI) - Tax Assesment: S1.017.000 — Rent

Rental Property #2 (Honolulu, HI) - Tax Assessment: $1.001.600 — Rent

Area (.25) m prim. residence (Honolulu, HI) « Tax Assessment: $696,525 — Rent

NY Life IRA, AMERICAN FUNDS GRWTH & INCOME PORTCL A — Interest

Metlife. BH ASSET ALL 80 — Interest

Thrift Savings Plan, L 2040 Fund — Interest

MassMutual Financial, MFS LIFETIME 2040 FUND-R2 — Interest

Vanguard, VANGUARD FEDERAL MONEY MARKET FUND — Interest

Scholarshare 529, PASSIVE AGE-BASED PORTFOLIO XX. PORTFOLIO 2940 — Interest

Scholarshare 529, PASSIVE AGE-BASED PORTFOLIO X-X. PORTFOLIO 2038 — Interest

Operator Collective LP « investment fund — None

Blacksand fund Il - mvestment fund — None

Bank of Hawaii - savings and checking — Interest

Capitol One 360 - savings and checking — Interest

Transamerica, TIAA-CREF BOND PLUS INST — Interest

Transamerica, VANGUARD TOTAL BOND MARKET INDEX — Interest

Transamerica, AMERICAN BEACON SMALL CPVAL INST — Interest

Transamerica, AMERICAN FUNDS CAPITAL WORLD (JVI R6 — Interest

Transamerica, BROWN CAPITAL MGMT SMALL CO INST — Interest

Transamerica, COHEN & STEERS INSTL REALTY SHARES — Interest

Transamerica, DFA INTERNATIONAL SMALL COMPANY — Interest

Transamerica, DODGE & COX INTERNATIONAL STOCK — Interest

Transamerica, VANGAURD 500 INDEX ADMIRAL — Interest

Transamerica, VANGUARD SMALL CAP INDEX ADM — Interest

Transamerica, VANGUARD TOTAL INTLSTOCK INDEX ADMIRAL — Interest

Transamerica, VANGUARD WINDSOR 1i ADM — Interest

Transamerica, T. ROWE PRICE GROWTH STOCK — Interest

ADP TotalSource, BLACKROCK US DEBT INDEX — Interest

ADP Total Source, AMFUNDS WASHINGTON MUTUAL — Interest

ADP Total Source, VOYA LARGE CAP GROWTH PORT — Interest

ADP Total Source, JHANDCOCK DSPL VAL MID CAP — Interest

ADP Total Source, FEDERATED CLOVER SM CAP VAL — Interest

ADP Total Source, BLACKROCK GLOBAL EQUITY EX US — Interest

Capital One, Sharebuilder 401k, ISHARES RUSSELL 1000 GROWTH ETF — Interest

Capital One, Sharebuilder 401k, ISHARES RUSSELL 1000 VALUE ETF — Interest

Capital One, Sharebuilder 401k, ISHARES SELECT DIVIDEND ETF — Interest

Capital One, Sharebuilder 401k, ISHARES RUSSELL 2000 ETF — Interest

Capital One, Sharebuilder 401k, ISHARES CORE S&P MID-CAP ETF — Interest

Capital One, Sharebuilder 401k, VANGUARD TOTAL BOND MARKET — Interest

Capital One, Sharebuilder 401k VANGUARD GROWTH ETF — Interest

Capital One, Sharebuilder 401k, VANGUARD VALLE ETF — Interest

Director (prior to appt), PWH Educational Foundation

Director (prior to appt), Hawan Association of Independent Schools

Law Professor (prior to appt), University of Hawaii, Richardson School of Law

President & CEO (postion prior to appt: /I/18-5/31/19), Damien Memonal School (dba Congregation of Chistian Brothers Hawaii)

Law professor/lecturer (prior to appt), Golden Gate Umiversity, School of Law

Law professoc/lecturer (prior to appt), Sal Lake City Corporation ( Taking the Stand program)

Director - Case Integrity Unit (prior to appt), Hawa Innocence Project

Liability — Quicken Loans Inc — Mortgage on Rental Home #1 (Honolulu, HI)

Liability — Bank of Hawa — Mortgage on Rental Home #2 (Honolulu, HI)

Liability — Punahou School — l'mtion agreements

Liability — Operator Collective LP — Investment fund commitment

Liability — Blacksand Fund 11 — Investment fund commitment

Reimbursement — Salt Lake City Corporation — 2018 — Salt Lake Cuty — lecture to regional law enforcement — flights and hotel

Income — 20182019 — Damien Memorial School - salary & bonus — $190,000.00

Income — 20182019 — Umiversity of Hawan - teaching stipend — $6,000.00

Income — 2008 — Salt Lake City Corporation - ieaching stipend — $2,000.00

Income — 2018 — Golden Gate University - teaching stipend — $4000.00

Spouse's income — 20182019 — MacNaughton Group - salary, bonus, benefits

Spouse's income — 20182019 — TMG Holdings Incentive LLC

Spouse's income — 2019 — Kualoa Ranch - stipend for board of director position

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Wes R. Porter | Frix