Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAWAIIAN ELECTRIC INDUSTRIES INCHE · Entity 4541 | Director | June 30, 2026 | July 03, 2026 |
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | See Remarks | September 18, 2026 | September 22, 2026 |
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 30, 2026 · Filed July 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,253 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 9,238 · Balance 9,253 F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust of Timothy E. Johns and Robin C. Johns UAD | 63,153 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 63,153 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan.
Heritage Insurance Holdings, Inc.
Report date September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,938 |
Reported balance
After 2026-09-18 transaction · row 1
1 source rowRow 1 · 2026-09-18 · Sale · Disposed 3,500 · Balance 21,938 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on May 20, 2026. F2: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.42 to $35.03 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on May 20, 2026.
F2: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.42 to $35.03 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.
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 18, 2026 Filed Sep 22, 2026 20:57 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 3,500 | $34.74 | $121,579.15 |
DisclosureSEC source: 0001469998-26-000012 · wk-form4_1790110623.xml · nonDerivative · entry 1 JOHNS TIMOTHY E · CIK 0001469998 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,938 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on May 20, 2026. F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.42 to $35.03 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 3,500 | $33.68 | $117,864.25 |
DisclosureSEC source: 0001469998-26-000010 · wk-form4_1787346121.xml · nonDerivative · entry 1 JOHNS TIMOTHY E · CIK 0001469998 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,438 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on May 20, 2026. F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.39 to $33.93 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| June 30, 2026 Filed Jul 3, 2026 00:37 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 9,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001469998-26-000008 · form4.xml · nonDerivative · entry 1 JOHNS TIMOTHY E · CIK 0001469998 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,253 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 21:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 10,588 | $28.14 | $297,946.32 |
DisclosureSEC source: 0001469998-26-000004 · wk-form4_1773695457.xml · nonDerivative · entry 1 JOHNS TIMOTHY E · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,938 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:32 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001469998-26-000002 · wk-form4_1773091976.xml · nonDerivative · entry 2 JOHNS TIMOTHY E · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,526 F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:32 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 764 | $0.00 | $0.00 |
DisclosureSEC source: 0001469998-26-000002 · wk-form4_1773091976.xml · nonDerivative · entry 1 JOHNS TIMOTHY E · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,691 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 254 shares on December 15, 2026, 255 shares of December 15, 2027 and 255 shares on December 15, 2028. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:07 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 2,112 | $29.57 | $62,451.84 |
DisclosureSEC source: 0001469998-25-000006 · wk-form4_1766009227.xml · nonDerivative · entry 1 JOHNS TIMOTHY E · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,927 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 3,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000011 · wk-form4_1741899648.xml · nonDerivative · entry 2 JOHNS TIMOTHY E. · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,039 F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2025 and ending on December 31, 2027 and will vest following the end of the performance period but no later than March 30, 2028. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000011 · wk-form4_1741899648.xml · nonDerivative · entry 1 JOHNS TIMOTHY E. · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,251 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 421 shares on December 15, 2025, 421 shares of December 15, 2026 and 421 shares on December 15, 2027. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 22:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 1,910 | $12.58 | $24,027.80 |
DisclosureSEC source: 0001598665-24-000025 · wk-form4_1734473477.xml · nonDerivative · entry 1 JOHNS TIMOTHY E. · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,988 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 3,205 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022462 · ownership.xml · nonDerivative · entry 2 JOHNS TIMOTHY E. · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,898 F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2024 and ending on December 31, 2026 and will vest following the end of the performance period but no later than March 30, 2027. The number of shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,137 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022462 · ownership.xml · nonDerivative · entry 1 JOHNS TIMOTHY E. · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,693 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 712 shares on December 15, 2024, 712 shares on December 15, 2025 and 713 shares on December 15, 2026. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:19 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 1,307 | $6.51 | $8,508.57 |
DisclosureSEC source: 0000950170-23-071596 · ownership.xml · nonDerivative · entry 1 JOHNS TIMOTHY E. · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,556 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| July 11, 2023 Filed Jul 14, 2023 01:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 22,059 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032904 · ownership.xml · nonDerivative · entry 2 JOHNS TIMOTHY E. · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,863 F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2023 and ending on December 31, 2025 and will vest following the end of the performance period but no later than March 30, 2026. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition. Read SEC document |
| July 11, 2023 Filed Jul 14, 2023 01:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 9,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032904 · ownership.xml · nonDerivative · entry 1 JOHNS TIMOTHY E. · CIK 0001469998 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,804 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 3,268 shares on December 15, 2023, 3,268 shares on December 15, 2024 and 3,268 shares on December 15, 2025. 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.