Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HAWAIIAN ELECTRIC INDUSTRIES INC
Report date March 03, 2020 · Filed March 04, 2020
Section 16 reporting ended · disclosed 2020-03-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,048 |
Reported balance
After 2020-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-03 · Gift · Disposed 20,742 · Balance 19,048 F1: Transfer of shares to Trust Account. F2: Includes accrued dividend equivalents (as denominated in shares of HE common stock) from January 31, 2017 (first RSU grants in 2017) to date. Dividend equivalents accrue in HE common stock with respect to outstanding RSUs when and as dividends are paid. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Alan M. Oshima & Jo Ann R Oshima Trust | 78,057.307 |
Reported balance
After 2020-03-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-03 · Gift · Acquired 20,742 · Balance 78,057.307 F1: Transfer of shares to Trust Account. F3: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Transfer of shares to Trust Account.
F2: Includes accrued dividend equivalents (as denominated in shares of HE common stock) from January 31, 2017 (first RSU grants in 2017) to date. Dividend equivalents accrue in HE common stock with respect to outstanding RSUs when and as dividends are paid. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock.
F3: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan.
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 03, 2020 Filed Mar 4, 2020 23:59 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 20,742 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-20-000046 · edgar.xml · nonDerivative · entry 2 OSHIMA ALAN M. · CIK 0001470009 · SR Exec Advisor, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Indirect · By Alan M. Oshima & Jo Ann R Oshima Trust Disclosed balance after: 78,057.307 F1 · kind: Transfer of shares to Trust Account. F3 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 23:59 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 20,742 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-20-000046 · edgar.xml · nonDerivative · entry 1 OSHIMA ALAN M. · CIK 0001470009 · SR Exec Advisor, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,048 F1 · kind: Transfer of shares to Trust Account. F2 · balance_after: Includes accrued dividend equivalents (as denominated in shares of HE common stock) from January 31, 2017 (first RSU grants in 2017) to date. Dividend equivalents accrue in HE common stock with respect to outstanding RSUs when and as dividends are paid. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 20:53 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | Tax withholdingCommon Stock | 14,651 | $50.40 | $738,410.40 |
DisclosureSEC source: 0000354707-20-000037 · edgar.xml · nonDerivative · entry 2 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,790 F2 · price: Closing stock price on February 14, 2020. F3 · balance_after: Includes accrued dividend equivalents (as denominated in shares of HE common stock) from January 31, 2017 (first RSU grants in 2017) to date. Dividend equivalents accrue in HE common stock with respect to outstanding RSUs when and as dividends are paid. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 20:53 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 21,592 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-20-000037 · edgar.xml · nonDerivative · entry 1 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,640 F1 · shares: Shares awarded under the Company's Long-Term Incentive Plan for 2017-2019 performance period. F3 · balance_after: Includes accrued dividend equivalents (as denominated in shares of HE common stock) from January 31, 2017 (first RSU grants in 2017) to date. Dividend equivalents accrue in HE common stock with respect to outstanding RSUs when and as dividends are paid. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 21:41 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 12,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000034 · edgar.xml · nonDerivative · entry 1 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawaiian Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,745 F1 · shares: Grant of 12,202 restricted stock units on February 14, 2019. Each restricted stock unit represents a contingent right to receive one share of HEI common stock. The restricted stock units will vest in annual installments over four years. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 5, 2016 (first RSU grants in 2016) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 08, 2019 Filed Feb 13, 2019 00:32 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 8,964 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000013 · edgar.xml · nonDerivative · entry 3 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawaiian Electric 10b5-1 filing: Not disclosed Ownership: Indirect · By Alan M Oshima & JoAnn R Oshima Trust Disclosed balance after: 55,637.479 F3 · kind: Transfer of shares to Trust Account. F4 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 08, 2019 Filed Feb 13, 2019 00:32 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 8,964 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000013 · edgar.xml · nonDerivative · entry 2 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawaiian Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,543 F3 · kind: Transfer of shares to Trust Account. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 6, 2015 (first RSU grants in 2015) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 08, 2019 Filed Feb 13, 2019 00:32 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | Tax withholdingCommon Stock | 3,824 | $37.98 | $145,235.52 |
DisclosureSEC source: 0000354707-19-000013 · edgar.xml · nonDerivative · entry 1 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawaiian Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,507 F1 · price: Closing stock price on February 8, 2019. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 6, 2015 (first RSU grants in 2015) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 18:10 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 6,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000017 · edgar.xml · nonDerivative · entry 3 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Indirect · By Alan M Oshima & JoAnn R Oshima Trust Disclosed balance after: 45,068.3338 F3 · kind: Transfer of shares to Trust Account. F4 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 18:10 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 6,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000017 · edgar.xml · nonDerivative · entry 2 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,295 F3 · kind: Transfer of shares to Trust Account. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 6, 2015 (first RSU grants in 2015) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 18:10 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | Tax withholdingCommon Stock | 4,153 | $32.58 | $135,304.74 |
DisclosureSEC source: 0000354707-18-000017 · edgar.xml · nonDerivative · entry 1 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,960 F1 · price: Closing stock price on February 9, 2018. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 6, 2015 (first RSU grants in 2015) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| January 31, 2018 Filed Feb 3, 2018 00:03 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 13,087 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000014 · edgar.xml · nonDerivative · entry 1 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 F1 · shares: Grant of 13,087 restricted stock units on January 31, 2018. Each restricted stock unit represents a contingent right to receive one share of HEI common stock. The restricted stock units will vest in annual installments over four years. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 5, 2014 (first RSU grants in 2014) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 01:16 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 10,455 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000016 · edgar.xml · nonDerivative · entry 3 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Indirect · By Alan M Oshima & JoAnn R Oshima Trust Disclosed balance after: 37,057.5874 F3 · kind: Transfer of shares to Trust Account. F4 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 01:16 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 10,455 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000016 · edgar.xml · nonDerivative · entry 2 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,089 F3 · kind: Transfer of shares to Trust Account. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 4, 2013 (first RSU grants in 2013) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 01:16 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | Tax withholdingCommon Stock | 5,369 | $33.78 | $181,364.82 |
DisclosureSEC source: 0000354707-17-000016 · edgar.xml · nonDerivative · entry 1 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,544 F1 · price: Closing stock price on February 10, 2017. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 4, 2013 (first RSU grants in 2013) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| January 31, 2017 Filed Feb 3, 2017 01:52 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 6,956 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000006 · edgar.xml · nonDerivative · entry 2 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,676 F3 · shares: Shares awarded under the Company's Long-Term Incentive Plan for 2014-2016 performance period. F2 · balance_after: Includes accrued dividend equivalents (as denominated in shares of HE common stock). Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE common stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 4, 2013 (first RSU grants in 2013) to date. Read SEC document |
| January 31, 2017 Filed Feb 3, 2017 01:52 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 12,728 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000006 · edgar.xml · nonDerivative · entry 1 OSHIMA ALAN M. · CIK 0001470009 · Pres & CEO, Hawn Electric 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,720 F1 · shares: Grant of 12,728 restricted stock units on January 31, 2017. Each restricted stock unit represents a contingent right to receive one share of HEI common stock. The restricted stock units will vest in annual installments over four years. F2 · balance_after: Includes accrued dividend equivalents (as denominated in shares of HE common stock). Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE common stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 4, 2013 (first RSU grants in 2013) to date. 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.