Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAWAIIAN ELECTRIC INDUSTRIES INCHE · Entity 4541 | Director | September 30, 2016 | October 04, 2016 |
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 September 30, 2016 · Filed October 04, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-09-30 · Grant · Acquired 628 · Balance 628 F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Row 2 · 2016-09-30 · Gift · Disposed 628 · Balance 0 F2: Transfer to individual Trust Account. |
| Common StockSEC Table I · non-derivative | IndirectBy the A. Maurice Myers Revocable Living Trust | 10,529.7916 |
Reported balance
After 2016-09-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-09-30 · Gift · Acquired 628 · Balance 10,529.7916 F2: Transfer to individual Trust Account. F3: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy the spouse's Revocable Living Trust | 4,407.5 |
Reported balance
Holding disclosure · report date 2016-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,407.5 |
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 |
|---|---|---|---|---|---|---|
| September 30, 2016 Filed Oct 4, 2016 17:38 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000175 · edgar.xml · nonDerivative · entry 3 MYERS A MAURICE · CIK 0001104676 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the A. Maurice Myers Revocable Living Trust Disclosed balance after: 10,529.7916 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 17:38 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000175 · edgar.xml · nonDerivative · entry 2 MYERS A MAURICE · CIK 0001104676 · 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 17:38 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000175 · edgar.xml · nonDerivative · entry 1 MYERS A MAURICE · CIK 0001104676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628 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.