Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAWAIIAN ELECTRIC INDUSTRIES INCHE · Entity 4541 | Director | June 28, 2019 | July 01, 2019 |
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 June 28, 2019 · Filed July 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,296 |
Reported balance
After 2019-06-28 transaction · row 1
1 source rowRow 1 · 2019-06-28 · Grant · Acquired 2,296 · Balance 2,296 F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-06-28 transaction · row 2
1 source rowRow 2 · 2019-06-28 · Gift · Disposed 2,296 · Balance 0 F2: Transfer to Individual Trust Account. |
| Common StockSEC Table I · non-derivative | IndirectBy James K Scott Trust | 55,964.4939 |
Reported balance
After 2019-06-28 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-06-28 · Gift · Acquired 2,296 · Balance 55,964.4939 F2: Transfer to Individual 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: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan.
F2: Transfer to Individual Trust Account.
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 |
|---|---|---|---|---|---|---|
| June 28, 2019 Filed Jul 1, 2019 22:09 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000084 · edgar.xml · nonDerivative · entry 3 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By James K Scott Trust Disclosed balance after: 55,964.4939 F2 · kind: Transfer to Individual Trust Account. F3 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:09 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000084 · edgar.xml · nonDerivative · entry 2 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Transfer to Individual Trust Account. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:09 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000084 · edgar.xml · nonDerivative · entry 1 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,296 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:15 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | SaleCommon Stock | 5,500 | $38.85 | $213,660.70 |
DisclosureSEC source: 0000354707-19-000047 · edgar.xml · nonDerivative · entry 1 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By James K. Scott Trust Disclosed balance after: 52,804.4537 F1 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 19:51 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000048 · edgar.xml · nonDerivative · entry 3 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By James K Scott Trust Disclosed balance after: 57,350.645 F2 · kind: Transfer to Individual Trust Account. F3 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 19:51 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000048 · edgar.xml · nonDerivative · entry 2 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Transfer to Individual Trust Account. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 19:51 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000048 · edgar.xml · nonDerivative · entry 1 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,915 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:47 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000046 · edgar.xml · nonDerivative · entry 3 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By James K Scott Trust Disclosed balance after: 52,528.7932 F2 · kind: Transfer to Individual Trust Account. F3 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:47 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000046 · edgar.xml · nonDerivative · entry 2 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Transfer to Individual Trust Account. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:47 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000046 · edgar.xml · nonDerivative · entry 1 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,088 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 17:41 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000177 · edgar.xml · nonDerivative · entry 3 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By James K Scott Trust Disclosed balance after: 48,071.8351 F2 · kind: Transfer to Individual Trust Account. F3 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 17:41 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000177 · edgar.xml · nonDerivative · entry 2 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Transfer to Individual Trust Account. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 17:41 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000177 · edgar.xml · nonDerivative · entry 1 SCOTT JAMES K · CIK 0001193245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884 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.