Trust tied to Bank of Hawaii (BOH) director reports 350-share stock gifts
Rhea-AI Filing Summary
Bank of Hawaii Corp director-related trusts report small share gifts. Entities associated with director Robert W. Wo Jr. reported bona fide gifts of a total of 350 shares of Bank of Hawaii common stock, including a 175-share gift dated August 30, 2019, by The Wo Dynasty Trust.
The filing also lists indirect holdings as of December 27, 2017, including shares owned by the director’s wife, her trust, and an irrevocable trust, as well as 45,479 shares held directly. Footnotes state that The Wo Dynasty Trust is co-trusteeed with an unrelated institution, that Mr. Wo is one of five beneficiaries, and that he disclaims ownership beyond his pecuniary interest.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 350 shares
Net Buy
6 txns
Insider
WO ROBERT W JR
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 175 | $0.00 | -- |
| Gift | Common Stock | 175 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 175 shares (Indirect, By The Wo Dynasty Trust);
Common Stock — 45,479 shares (Direct);
Common Stock — 8,373 shares (Indirect, By Irrevocable Trust);
Common Stock — 1,800 shares (Indirect, Owned by Wife);
Common Stock — 1,000 shares (Indirect, Owned by Wife - Trust)
Footnotes (2)
- F1. Shares are currently held by The Wo Dynasty Trust, of which the reporting person is co-trustee with an unrelated trustee institution. Reporting person is one of five beneficiaries of The Wo Dynasty Trust and disclaims ownership of the shares except to the extent of his pecuniary interest. Shares were previously held by, and transferred on June 8, 2026 from, the Betty Ching Wo Trust, of which the reporting person was a co-trustee since December 2017 and one of five beneficiaries. These shares were inadvertently omitted from prior filings.
- F2. Shares are currently held by The Wo Dynasty Trust, of which the reporting person is co-trustee with an unrelated trustee institution. Reporting person is one of five beneficiaries of The Wo Dynasty Trust and disclaims ownership of the shares except to the extent of his pecuniary interest. Shares were previously held by, and transferred on June 8, 2026 from, a GST Exempt Marital Trust, of which the reporting person was a co-trustee since August 2019 and one of five beneficiaries. These shares were inadvertently omitted from prior filings.
Key Figures
Recent Wo Dynasty Trust gift: 175 shares
Total reported gifted shares: 350 shares
Gift price per share: $0.00 per share
+4 more
7 metrics
Recent Wo Dynasty Trust gift
175 shares
Bona fide gift of common stock on August 30, 2019
Total reported gifted shares
350 shares
Sum of two 175-share bona fide gifts reported
Gift price per share
$0.00 per share
Reported transaction price for the 175-share gifts
Direct holdings
45,479 shares
Common stock held directly as of December 27, 2017
Irrevocable trust holdings
8,373 shares
Common stock held indirectly by irrevocable trust as of December 27, 2017
Wife’s direct holdings
1,800 shares
Common stock owned indirectly through wife as of December 27, 2017
Wife’s trust holdings
1,000 shares
Common stock owned indirectly through wife’s trust as of December 27, 2017
Key Terms
bona fide gift, indirect ownership, irrevocable trust, pecuniary interest, +1 more
5 terms
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
indirect ownership financial
"ownership_type": "indirect""
irrevocable trust financial
"nature_of_ownership": "By Irrevocable Trust""
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
pecuniary interest financial
"disclaims ownership of the shares except to the extent of his pecuniary interest"
beneficiaries financial
"reporting person is one of five beneficiaries of The Wo Dynasty Trust"
Beneficiaries are the people or organizations designated to receive benefits, such as money or assets, from a financial arrangement like a trust, insurance policy, or retirement plan. They matter to investors because choosing the right beneficiaries ensures that assets are passed on according to their wishes, providing financial security or support to loved ones when needed. Think of beneficiaries as the intended recipients of a gift or inheritance.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Bank of Hawaii (BOH) disclose for Robert W. Wo Jr.?
The filing shows entities associated with director Robert W. Wo Jr. made bona fide gifts of Bank of Hawaii common stock totaling 350 shares, including a 175-share gift on August 30, 2019, by The Wo Dynasty Trust, with no sale proceeds reported.
What are Robert W. Wo Jr.’s reported Bank of Hawaii (BOH) holdings after these transactions?
As of December 27, 2017, the filing lists 45,479 Bank of Hawaii common shares held directly, plus additional indirect holdings through his wife, her trust, and an irrevocable trust, providing a snapshot of his combined direct and indirect positions at that time.