Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAWAIIAN ELECTRIC CO INCNone · Entity 24400 | Director | May 05, 2020 | December 17, 2020 |
| HAWAIIAN ELECTRIC INDUSTRIES INCHE · Entity 4541 | Director | June 30, 2026 | July 03, 2026 |
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Sr. VP, CFO, Treasurer | April 26, 2023 | April 28, 2023 |
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 CO INC
Report date May 05, 2020 · Filed December 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Cumulative Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-05-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
| Cumulative Preferred StockSEC Table I · non-derivative | IndirectN/A | 0 |
Reported balance
Holding disclosure · report date 2020-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 |
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 Ajello 2020 Management Trust | 16,495 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,495 |
| Common StockSEC Table I · non-derivative | IndirectBy the Mary Susan Ajello 2020 Family Trusts | 35,749 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 35,749 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock grant pursuant to the HEI 2011 Nonemployee Director Stock Plan.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date April 26, 2023 · Filed April 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectMary Susan Ajello 2020 Family Trust | 12,046 |
Reported balance
After 2023-04-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-04-26 · Grant · Acquired 0 · Balance 12,046 |
| Common StockSEC Table I · non-derivative | Direct | 19,318 |
Reported balance
After 2023-04-26 transaction · row 2
1 source rowRow 2 · 2023-04-26 · Grant · Acquired 4,919 · Balance 19,318 |
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 01:06 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 9,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001454810-26-000006 · form4.xml · nonDerivative · entry 1 Ajello James A · CIK 0001454810 · 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 |
| April 26, 2023 Filed Apr 28, 2023 14:41 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 4,919 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000072 · wf-form4_168269286483543.xml · nonDerivative · entry 2 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,318 Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 14:41 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000072 · wf-form4_168269286483543.xml · nonDerivative · entry 1 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: No plan indicated Ownership: Indirect · Mary Susan Ajello 2020 Family Trust Disclosed balance after: 12,046 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 19:23 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 477 | $47.07 | $22,452.39 |
DisclosureSEC source: 0000784977-23-000026 · wf-form4_167657541406323.xml · nonDerivative · entry 5 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,544 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 19:23 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000026 · wf-form4_167657541406323.xml · nonDerivative · entry 4 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,021 F2 · shares: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 11, 2022. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 19:23 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 501 | $47.07 | $23,582.07 |
DisclosureSEC source: 0000784977-23-000026 · wf-form4_167657541406323.xml · nonDerivative · entry 3 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,950 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 19:23 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000026 · wf-form4_167657541406323.xml · nonDerivative · entry 2 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,451 F1 · shares: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 17, 2021. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 19:23 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000026 · wf-form4_167657541406323.xml · nonDerivative · entry 1 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Mary Susan Ajello 2020 Family Trust Disclosed balance after: 10,901 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:21 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 6,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002240 · marketforms-59470.xml · nonDerivative · entry 2 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,339 F1 · shares: Time-based restricted units awarded on Feb. 10, 2023 which vests 1/3 each on Feb. 14th of 2024, 2025 and 2026 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:21 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002240 · marketforms-59470.xml · nonDerivative · entry 1 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Mary Susan Ajello 2020 Family Trust Disclosed balance after: 10,901 Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 484 | $50.73 | $24,553.32 |
DisclosureSEC source: 0001214659-22-002761 · marketforms-55393.xml · nonDerivative · entry 4 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,970 Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002761 · marketforms-55393.xml · nonDerivative · entry 3 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,454 F2 · shares: Represents taxes and dividend equivalent units associated with the vesting of the first one-third vesting of time-based restricted stock units awarded on Feb. 17, 2021. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 5,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002761 · marketforms-55393.xml · nonDerivative · entry 2 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,401 F1 · shares: Reflects vesting of 1/3 of restricted stock units granted on February 11, 2022. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 00:57 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,797 | $47.94 | $86,148.18 |
DisclosureSEC source: 0001214659-21-006208 · marketforms-52922.xml · nonDerivative · entry 2 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,308 F1 · kind: Represents shares withheld for payment of taxes on vesting of restricted stock units. F2 · balance_after: Includes 127 shares of the issuer's common stock acquired in exempt transactions under the dividend equivalent feature of an award of restricted stock units made under the issuer's Stock Incentive Plan on November 30, 2020 (the "2020 Award"), prior to Mr. Ajello's becoming an officer of the Company. The restricted stock units granted under the 2020 Award were reflected in a Form 3 filed on Mr. Ajello's behalf on January 6, 2021. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:15 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 4,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002148 · marketforms-51509.xml · nonDerivative · entry 2 Ajello James A · CIK 0001454810 · Sr. VP, CFO, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,978 F1 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 14, 2024 Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 01:12 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | Tax withholdingCommon Stock | 10,787 | $33.78 | $364,384.86 |
DisclosureSEC source: 0000354707-17-000014 · edgar.xml · nonDerivative · entry 1 Ajello James A · CIK 0001454810 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,249 F1 · price: Closing stock price on February 10, 2017. F2 · balance_after: This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 4, 2013 (first RSU grants in 2013) to date. Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. Read SEC document |
| January 31, 2017 Filed Feb 3, 2017 01:48 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 16,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000005 · edgar.xml · nonDerivative · entry 2 Ajello James A · CIK 0001454810 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,145 F3 · shares: Shares awarded under the Company's Long-Term Incentive Plan for 2014-2016 performance period. F2 · balance_after: Includes accrued dividend equivalents (as denominated in shares of HE common stock). Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 4, 2013 (first RSU grants in 2013) to date. Read SEC document |
| January 31, 2017 Filed Feb 3, 2017 01:48 UTC | HAWAIIAN ELECTRIC INDUSTRIES INC HE · Entity 4541 | GrantCommon Stock | 8,829 | $0.00 | $0.00 |
DisclosureSEC source: 0000354707-17-000005 · edgar.xml · nonDerivative · entry 1 Ajello James A · CIK 0001454810 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,526 F1 · shares: Grant of 8,829 restricted stock units on January 31, 2017. Each restricted stock unit represents a contingent right to receive one share of HEI common stock. The restricted stock units will vest in annual installments over four years. F2 · balance_after: Includes accrued dividend equivalents (as denominated in shares of HE common stock). Dividend equivalents accrue with respect to outstanding RSUs when and as dividends are paid on HE stock. Accrued dividend equivalents are denominated in HE common stock and paid upon vesting in shares of HE common stock. This number includes accrued dividend equivalents (as denominated in shares of HE common stock) from February 4, 2013 (first RSU grants in 2013) to 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.