Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAWAIIAN ELECTRIC INDUSTRIES INCHE · Entity 4541 | Director | March 08, 2023 | March 09, 2023 |
| KBS Growth & Income REIT, Inc.NONE · Entity 158045 | Director | April 30, 2019 | April 30, 2019 |
| Sunstone Hotel Investors, Inc.SHO · Entity 4497 | Director | March 16, 2021 | March 18, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HAWAIIAN ELECTRIC INDUSTRIES INC
Report date March 08, 2023 · Filed March 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,447 |
Reported balance
After 2023-03-08 transaction · row 1
1 source rowRow 1 · 2023-03-08 · Sale · Disposed 10,000 · Balance 23,447 |
KBS Growth & Income REIT, Inc.
Report date April 30, 2019 · Filed April 30, 2019
This filing explicitly reported no securities owned.
Sunstone Hotel Investors, Inc.
Report date March 16, 2021 · Filed March 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,880 |
Reported balance
After 2021-03-16 transaction · row 1
1 source rowRow 1 · 2021-03-16 · Sale · Disposed 20,000 · Balance 81,880 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 08, 2023 Filed Mar 9, 2023 21:46 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | SaleCommon Stock | 10,000 | $39.21 | $392,120.00 |
DisclosureSEC source: 0000354707-23-000033 · edgar.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,447 Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:03 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,933 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-22-000082 · edgar.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,447 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 22:51 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-21-000072 · primary_doc.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,514 F1 · shares: Stock Grant pursuant to the 2011 HEI Director Stock Plan. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 23:56 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | SaleCommon Stock | 20,000 | $13.26 | $265,112.00 |
DisclosureSEC source: 0001209191-21-021929 · doc4.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,880 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 22:28 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,773 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-20-000090 · primary_doc.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,509 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| June 30, 2020 Filed Jul 7, 2020 23:55 UTC Amendment | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,773 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-20-000093 · primary_doc.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,149 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. F2 · balance_after: Due to a clerical error, the original Form 4 filed on July 2, 2020, is being amended by this Form 4 amendment solely to correct the number of shares beneficially owned by the reporting person following the transaction from 28,509 to 28,149. Read SEC document |
| May 01, 2020 Filed May 1, 2020 20:27 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | GrantCommon Stock | 12,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-026539 · doc4.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,880 F1 · price: On May 1, 2020, Sunstone Hotel Investors, Inc. granted and vested 12,470 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long-Term Incentive Plan, as amended and restated May 1, 2014. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:03 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000082 · edgar.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,376 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| May 03, 2019 Filed May 6, 2019 20:56 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | GrantCommon Stock | 6,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-027778 · doc4.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,410 F1 · price: On May 3, 2019, Sunstone Hotel Investors, Inc. granted and vested 6,821 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long-Term Incentive Plan, as amended and restated May 1, 2014. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 19:50 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000047 · edgar.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,080 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| May 03, 2018 Filed May 4, 2018 20:52 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | GrantCommon Stock | 6,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-028132 · doc4.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,589 F1 · price: On May 3, 2018, Sunstone Hotel Investors, Inc. granted and vested 6,515 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long Term Incentive Plan, as amended and restated May 1, 2014. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:44 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000045 · edgar.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,165 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| April 28, 2017 Filed May 1, 2017 23:35 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | GrantCommon Stock | 6,583 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-029033 · doc4.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,074 F1 · price: On April 28, 2017, Sunstone Hotel Investors, Inc. granted and vested 6,583 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long Term Incentive Plan, as amended and restated May 1, 2014. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 17:39 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000176 · edgar.xml · nonDerivative · entry 1 RUSSELL KEITH P · CIK 0001199202 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,077 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.