Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA BANKING SYSTEM, INC.COLB · Entity 707 | Director | May 10, 2024 | May 14, 2024 |
| HAWAIIAN ELECTRIC CO INCNONE · Entity 24400 | Director | June 11, 2026 | August 13, 2026 |
| HAWAIIAN ELECTRIC INDUSTRIES INCHE · Entity 4541 | Director | June 30, 2026 | July 03, 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.
COLUMBIA BANKING SYSTEM, INC.
Report date May 10, 2024 · Filed May 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,211 |
Reported balance
After 2024-05-10 transaction · row 1
1 source rowRow 1 · 2024-05-10 · Grant · Acquired 4,183 · Balance 8,211 |
| Common StockSEC Table I · non-derivative | IndirectBy Fowler Trust | 67,211 |
Reported balance
Holding disclosure · report date 2024-05-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 67,211 |
HAWAIIAN ELECTRIC CO INC
Report date June 11, 2026 · Filed August 13, 2026
This filing explicitly reported no securities owned.
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 | 9,238 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 9,238 · Balance 9,238 F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy the Fowler Family Trust | 63,888 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 63,888 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UMPQUA HOLDINGS CORP
Report date February 28, 2023 · Filed March 01, 2023
Section 16 reporting ended · disclosed 2023-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Fowler Trust | 0 |
Reported balance
After 2023-02-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-02-28 · Disposition to issuer · Disposed 111,722 · Balance 0 F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock.
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 30, 2026 Filed Jul 3, 2026 00:49 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 9,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001254397-26-000005 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,238 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 00:30 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 11,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-014474 · form4.xml · nonDerivative · entry 2 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By the Fowler Family Trust Disclosed balance after: 63,888 F1 · kind: Transfer to Family Trust Account. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 00:30 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 11,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-014474 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Transfer to Family Trust Account. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 21:55 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 11,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012512 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,759 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| May 10, 2024 Filed May 14, 2024 21:26 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 4,183 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-24-000209 · wk-form4_1715721960.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,211 Read SEC document |
| June 30, 2023 Filed Jul 4, 2023 01:35 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 3,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014367 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,314 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| May 18, 2023 Filed May 19, 2023 23:00 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 4,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-23-000243 · wf-form4_168453723584534.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,676 Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 23:26 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-23-000140 · wf-form4_167788594480654.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648 Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 19:17 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 111,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008029 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 0 F1 · shares: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:18 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,933 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-22-000084 · edgar.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,933 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 21:42 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-21-000093 · primary_doc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Fowler Family Trust Disclosed balance after: 45,882 F1 · kind: Transfer to Family Trust Account. F2 · balance_after: Includes Shares acquired under the Hawaiian Electric Industries, Inc., Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 23:10 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-21-000073 · primary_doc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,365 F1 · shares: Stock Grant pursuant to the 2011 HEI Director Stock Plan. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 12:05 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 8,314 | $17.47 | $145,245.58 |
DisclosureSEC source: 0001127602-21-014209 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,314 F1 · shares: RSA granted April 20, 2021, vests 100% on the day before the 2022 annual meeting of shareholders. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 21:39 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,773 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-20-000085 · primary_doc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,287.0216 F1 · shares: Stock grant pursuant to the 2011 Nonemployee Director Stock Plan. F2 · balance_after: Includes Shares acquired under the Hawaiian Electric Industries Inc., Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| April 22, 2020 Filed Apr 22, 2020 17:54 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 13,807 | $10.52 | $145,249.64 |
DisclosureSEC source: 0001127602-20-014316 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,807 F1 · shares: RSA granted April 22, 2020, vests 100% on the day before the 2021 annual meeting of shareholders. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 17:17 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,438 | $16.74 | $24,072.12 |
DisclosureSEC source: 0001127602-19-032764 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 86,092 F1 · shares: Quarterly payment of equity portion of director compensation retainer under 2013 Incentive Plan. Read SEC document |
| August 10, 2019 Filed Aug 13, 2019 12:12 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,470 | $16.38 | $24,078.60 |
DisclosureSEC source: 0001127602-19-026486 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 84,654 F1 · shares: Quarterly payment of equity portion of director compensation retainer under 2013 Incentive Plan. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:55 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000080 · edgar.xml · nonDerivative · entry 3 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Fowler Family Trust Disclosed balance after: 37,621.0416 F3 · kind: Transfer to Family Trust Account. F2 · 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 20:55 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000080 · edgar.xml · nonDerivative · entry 2 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,469.7798 F3 · kind: Transfer to Family Trust Account. F2 · 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 20:55 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000080 · edgar.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,765.7798 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. F2 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 10, 2019 Filed May 13, 2019 17:21 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,406 | $17.12 | $24,070.72 |
DisclosureSEC source: 0001127602-19-018360 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 83,184 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 17:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 3,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016007 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,509 F1 · shares: RSA granted 4/18/19 to directors on the Issuer's board of directors. The grant vests 100% on the day before the 2020 Annual Meeting. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 16:32 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,360 | $17.70 | $24,072.00 |
DisclosureSEC source: 0001127602-19-005662 · form4.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 79,177 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 13:22 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000143 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 77,817 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 13:41 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000118 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 76,706 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 19:46 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000045 · edgar.xml · nonDerivative · entry 3 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Fowler Family Trust Disclosed balance after: 34,216.0014 F3 · kind: Transfer to Family Trust Account. F2 · 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 19:46 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000045 · edgar.xml · nonDerivative · entry 2 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,423.6357 F3 · kind: Transfer to Family Trust Account. F2 · 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 19:46 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-18-000045 · edgar.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,338.6357 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. F2 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 10, 2018 Filed May 11, 2018 13:20 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 913 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000089 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 75,679 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| April 19, 2018 Filed Apr 20, 2018 12:49 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000072 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,601 F1 · shares: RSA granted 4/19/18 to directors on the Issuer's board of directors. The grant vests 100% on the day before the 2019 Annual Meeting. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 13:13 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000026 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 72,491 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 17:41 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000170 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 71,470 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 13:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000137 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 70,380 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:42 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000044 · edgar.xml · nonDerivative · entry 3 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Fowler Family Trust Disclosed balance after: 30,204.5501 F3 · kind: Transfer to Family Trust Account. F2 · 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 23:42 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000044 · edgar.xml · nonDerivative · entry 2 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,373.7807 F3 · kind: Transfer to Family Trust Account. F2 · 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 23:42 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000044 · edgar.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,461.7807 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. F2 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 10, 2017 Filed May 11, 2017 13:47 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000109 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 69,126 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| April 20, 2017 Filed Apr 21, 2017 18:25 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 25 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001077771-17-000097 · edgardoc.xml · nonDerivative · entry 2 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,693 F2 · shares: Holdings reported include shares acquired pursuant to a dividend reinvestment plan for this account in transactions that were exempt under Rule 16b-3(c). F3 · price: Not required. Read SEC document |
| April 20, 2017 Filed Apr 21, 2017 18:25 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000097 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,668 F1 · shares: RSA granted 4/20/17 to directors on the Issuer's board of directors. The grant vests 100% on the day before the 2018 Annual Meeting. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 14:13 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000047 · edgardoc.xml · nonDerivative · entry 2 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Fowler Trust Disclosed balance after: 63,976 F3 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 14:13 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | OtherCommon Stock | 55 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001077771-17-000047 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,912 F1 · shares: Holdings reported include shares acquired pursuant to a dividend reinvestment plan for this account in transactions that were exempt under Rule 16b-3(c). F2 · price: Not required. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 14:38 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 1,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-16-000434 · edgardoc.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,548 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 17:35 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000174 · edgar.xml · nonDerivative · entry 3 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Fowler Family Trust Disclosed balance after: 26,365.7446 F3 · kind: Transfer to Family Trust Account. F2 · 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 17:35 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GiftCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000174 · edgar.xml · nonDerivative · entry 2 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,335.7858 F3 · kind: Transfer to Family Trust Account. F2 · 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 17:35 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-16-000174 · edgar.xml · nonDerivative · entry 1 FOWLER PEGGY Y · CIK 0001254397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,219.7858 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. F2 · balance_after: Includes shares acquired under the Hawaiian Electric Industries, Inc. Dividend Reinvestment and Stock Purchase 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.