Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVgo Inc.CLII.U · Entity 5642 | Director | September 29, 2020 | September 30, 2020 |
| HAWAIIAN ELECTRIC INDUSTRIES INCHE · Entity 4541 | Director | June 30, 2021 | July 01, 2021 |
| Sunrun Inc.RUN · Entity 4507 | Director · Chief Executive Officer | October 06, 2026 | October 07, 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.
EVgo Inc.
Report date September 29, 2020 · Filed September 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-09-29 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-248718) and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-248718) and have no expiration date.
HAWAIIAN ELECTRIC INDUSTRIES INC
Report date June 30, 2021 · Filed July 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,570 |
Reported balance
After 2021-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-06-30 · Grant · Acquired 2,365 · Balance 7,570 F1: Stock Grant pursuant to the 2011 HEI Director Stock Plan. F2: 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 2011 HEI Director Stock Plan.
F2: Includes Shares acquired under the Hawaiian Electric Industries, Inc., Dividend Reinvestment and Stock Purchase Plan.
Sunrun Inc.
Report date October 06, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,087,200 |
Reported balance
After 2026-10-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-06 · Sale · Disposed 24,335 · Balance 1,087,200 F1: Shares sold to cover tax obligation from settlement of vested restricted stock units. F2: Price represents the weighted average sale price of the shares sold. The sale price ranged from $7.67 to $7.845 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3: Shares held following the reported transaction include 540,119 RSUs, which are subject to forfeiture until they vest. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to cover tax obligation from settlement of vested restricted stock units.
F2: Price represents the weighted average sale price of the shares sold. The sale price ranged from $7.67 to $7.845 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.
F3: Shares held following the reported transaction include 540,119 RSUs, which are subject to forfeiture until they vest.
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 |
|---|---|---|---|---|---|---|
| March 07, 2022 Filed Mar 10, 2022 02:24 UTC | Sunrun Inc. RUN · Entity 4507 | GrantEmployee Stock Option (right to buy) · Derivative | 147,579 | $0.00 Strike: $27.92 | $0.00 |
DisclosureSEC source: 0001469367-22-000055 · wf-form4_164687903716015.xml · derivative · entry 2 Powell Mary · CIK 0001730240 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,579 Underlying: Common Stock · 147,579 shares Expires 2032-03-06 F3 · derivative.exercise_date: 25% of the shares subject to the option will vest on March 6, 2023, and 1/36 of the remaining shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| March 07, 2022 Filed Mar 10, 2022 02:24 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 101,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-22-000055 · wf-form4_164687903716015.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,785 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on March 6, 2023, and 1/12 of the remaining RSUs will vest quarterly thereafter, subject to the Reporting Person's continued service through each vesting date. F2 · balance_after: Shares held following the reported transactions include 163,921 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 02:13 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 1,369 | $33.78 | $46,241.53 |
DisclosureSEC source: 0001469367-22-000019 · wf-form4_164143520256621.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,911 F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units ("RSUs"). F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $33.76 to $33.80 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Shares held following the reported transaction include 61,129 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 23:57 UTC | Sunrun Inc. RUN · Entity 4507 | SaleCommon Stock | 5,464 | $58.62 | $320,299.68 |
DisclosureSEC source: 0001469367-21-000247 · wf-form4_163719344053203.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,280 F1 · kind: The transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted on September 1, 2021 in connection with Ms. Powell's relocation to the San Francisco Bay Area and appointment as the Company's CEO. The shares sold were originally acquired in connection with Ms. Powell's service as a member of the Company's board of directors, prior to being appointed as CEO. F2 · balance_after: Shares held following the reported transaction include 64,703 Restricted Stock Units, which are subject to forfeiture until they vest. Read SEC document |
| August 31, 2021 Filed Sep 3, 2021 00:55 UTC | Sunrun Inc. RUN · Entity 4507 | GrantEmployee Stock Option (right to buy) · Derivative | 74,294 | $0.00 Strike: $44.25 | $0.00 |
DisclosureSEC source: 0001469367-21-000195 · wf-form4_163063051882436.xml · derivative · entry 2 Powell Mary · CIK 0001730240 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,294 Underlying: Common Stock · 74,294 shares Expires 2031-08-30 F3 · derivative.exercise_date: 25% of the shares subject to the option will vest on August 31, 2022, and 1/36 of the remaining shares will vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| August 31, 2021 Filed Sep 3, 2021 00:55 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 62,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-21-000195 · wf-form4_163063051882436.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,744 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on August 31, 2022, and the remaining RSUs will vest quarterly over the following three years, subject to the Reporting Person's continued service through each vesting date. F2 · balance_after: Shares held following the reported transactions include 64,703 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 23:21 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-21-000074 · primary_doc.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,570 F1 · shares: Stock Grant pursuant to the 2011 HEI Director Stock Plan. F2 · balance_after: Includes Shares acquired under the Hawaiian Electric Industries, Inc., Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:37 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-21-000150 · wf-form4_162328903495035.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,697 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2022, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 2,656 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 02:20 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 2,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-21-000024 · wf-form4_160998603434222.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,256 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2022, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 2,215 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 22:35 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,773 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-20-000091 · primary_doc.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,121.3107 F1 · shares: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 02:12 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 10,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-20-000011 · wf-form4_157836312285103.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,041 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2021, subject to the Reporting Person's continued service as of that date. F2 · balance_after: Shares held following the reported transaction include 10,927 RSUs, which are subject to forfeiture until they vest. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:46 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-19-000078 · edgar.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · 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 25, 2019 Filed Mar 27, 2019 21:09 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 3,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-19-000074 · wf-form4_155372093880606.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,114 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2020, subject to the Reporting Person's continued service as of that date. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:11 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 9,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-19-000017 · wf-form4_154663627813529.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,208 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2020, subject to the Reporting Person's continued service as of that date. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 14:26 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 15,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-18-000022 · wf-form4_151792720091326.xml · nonDerivative · entry 1 Powell Mary · CIK 0001730240 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,101 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2019, subject to the Reporting Person's continued service as of that date. 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.