Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAWAIIAN ELECTRIC INDUSTRIES INCHE · Entity 4541 | Director | June 29, 2018 | July 03, 2018 |
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 29, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-06-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-06-29 · Grant · Acquired 2,915 · Balance 2,915 F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Row 2 · 2018-06-29 · Gift · Disposed 2,915 · Balance 0 F2: Transfer to trust account. |
| Common StockSEC Table I · non-derivative | IndirectBy Kelvin H Taketa Trust | 40,401.799 |
Reported balance
After 2018-06-29 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-06-29 · Gift · Acquired 2,915 · Balance 40,401.799 F2: Transfer to trust account. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan.
F2: Transfer to trust account.
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 29, 2018 Filed Jul 3, 2018 15:53 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000049 · edgar.xml · nonDerivative · entry 3 TAKETA KELVIN H · CIK 0001198718 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Kelvin H Taketa Trust Disclosed balance after: 40,401.799 F2 · kind: Transfer to trust account. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 15:53 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000049 · edgar.xml · nonDerivative · entry 2 TAKETA KELVIN H · CIK 0001198718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Transfer to trust account. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 15:53 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000049 · edgar.xml · nonDerivative · entry 1 TAKETA KELVIN H · CIK 0001198718 · 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 |
| December 08, 2017 Filed Jan 24, 2018 12:49 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000004 · edgar.xml · nonDerivative · entry 3 TAKETA KELVIN H · CIK 0001198718 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Kelvin H Taketa Trust Disclosed balance after: 37,486.799 Read SEC document |
| December 08, 2017 Filed Jan 24, 2018 12:49 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 36,342.799 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000004 · edgar.xml · nonDerivative · entry 2 TAKETA KELVIN H · CIK 0001198718 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Kelvin H Taketa Trust Disclosed balance after: 38,786.799 Read SEC document |
| December 08, 2017 Filed Jan 24, 2018 12:49 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 36,342.799 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000004 · edgar.xml · nonDerivative · entry 1 TAKETA KELVIN H · CIK 0001198718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:52 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000047 · edgar.xml · nonDerivative · entry 1 TAKETA KELVIN H · CIK 0001198718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,342.799 F1 · shares: Director stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 13:42 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000178 · edgar.xml · nonDerivative · entry 2 TAKETA KELVIN H · CIK 0001198718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,254.799 F1 · shares: Director stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| September 08, 2016 Filed Oct 4, 2016 13:42 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000178 · edgar.xml · nonDerivative · entry 1 TAKETA KELVIN H · CIK 0001198718 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Kelvin H. Taketa Trust Disclosed balance after: 2,444 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.