Welcome to our dedicated page for Hawaiian Elec Industries SEC filings (Ticker: HE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Hawaiian Electric Industries, Inc. (HEI) SEC filings page for ticker HE provides access to the company’s official regulatory disclosures as a New York Stock Exchange registrant. HEI files reports for itself and, in certain cases, for its primary electric utility subsidiary, Hawaiian Electric Company, Inc. These filings document financial performance, capital structure, material agreements and key developments affecting the utility business and holding company.
Recent Form 8-K filings show how HEI reports material events such as quarterly earnings releases, amendments to senior unsecured revolving credit facilities and the issuance of Hawaiian Electric’s 6.000% Senior Notes due 2033. The 8-Ks filed on September 8, 2025 describe fourth amended and restated credit agreements for HEI and Hawaiian Electric, including increased revolving commitments, extended maturities and financial and negative covenants tied to capitalization ratios, liens and subsidiary debt guarantees. Another 8-K dated September 18, 2025 details the terms of Hawaiian Electric’s senior notes, including maturity, interest payments, redemption provisions, change of control protections and events of default.
Filings also reference wildfire-related settlement agreements arising from the 2023 Maui windstorm and wildfires, including the role of the Hawaii Supreme Court decision in supporting execution of the settlement and the definition of a “Covenant Relief Date” in HEI’s credit facilities based on settlement payment obligations. HEI’s periodic reports and accompanying exhibits provide consolidated statements of income data, segment results for the electric utility and holding and other companies, and reconciliations between GAAP and non-GAAP “Core” measures that exclude Maui wildfire-related costs and specified strategic review items.
On this page, Stock Titan surfaces HEI’s real-time updates from EDGAR, including current and historical 8-Ks and other SEC forms. AI-powered tools can help summarize lengthy filings, highlight key terms in credit agreements and debt indentures, and flag disclosures related to wildfire liabilities, settlement financing, capital expenditures and utility regulatory conditions. Investors can also use these filings to track insider- or management-related information when reported on applicable forms and to understand how HEI’s capital structure and obligations evolve over time.
Hawaiian Electric Industries, Inc., parent of Hawaiian Electric Company, disclosed that Hawaiian Electric has priced $500 million aggregate principal amount of 6.000% Senior Notes due 2033. These notes are a new debt financing that will bear a fixed 6.000% interest rate until their 2033 maturity.
The notes are being offered in a transaction exempt from registration, and have not been registered under the Securities Act of 1933. They may only be offered or sold in the United States under a registration or a valid exemption, underscoring that this is a private debt offering rather than a public securities sale.
Hawaiian Electric Industries and its utility subsidiary Hawaiian Electric Company have begun a series of fixed income investor calls to explore a potential private offering of $400 million of 8-year senior unsecured notes, subject to market conditions.
The net proceeds of any notes issued would be intended to support Hawaiian Electric Company’s capital spending and to repay long-term or short-term debt, including its revolving credit facility and term loan that were used to finance or refinance capital expenditures. The notes would be sold in a private placement to qualified institutional buyers under Rule 144A and to certain non-U.S. persons under Regulation S and would not be registered under U.S. securities laws.
Hawaiian Electric Industries and its utility subsidiary Hawaiian Electric disclosed their intent to redeem five series of cumulative preferred stock: Series E (5%), Series H (5.25%), Series I (5%), Series J (4.5%), and Series K (4.65%). Each series carries a $20 par value and specified redemption prices mostly at $21.00 per share (Series I at $20.00). The companies intend to use cash on hand to fund the redemptions and state that after redemptions none of these series will remain outstanding.
The filing clarifies that holders need take no action now and should await official notices of redemption with surrender instructions. It also cautions there are no assurances the redemptions will occur and includes standard forward-looking statement disclaimers.
Peggy Y. Fowler, a director of Hawaiian Electric Industries, Inc. (HE), reported paired non-derivative transactions on 08/13/2025 that transferred shares into a family trust. The filing shows two offsetting entries for 11,759 shares each (one disposed, one acquired) under the transaction code G(1) with price $0, reflecting a transfer to the Fowler Family Trust. Following the reported transactions, 63,888 shares are listed as beneficially owned indirectly by the Fowler Family Trust. The Form 4 was signed by Sean K. Clark as attorney-in-fact on 08/14/2025. The filing documents an internal ownership transfer; no cash consideration or derivative activity is reported.
Schedule 13G/A filed by Zimmer Partners and affiliated entities reports beneficial ownership of 3,825,214 shares of Hawaiian Electric Industries, Inc., representing approximately 2.2% of the company's outstanding common stock based on 172,611,853 shares outstanding as of June 30, 2025. The disclosed holdings are reported as shared voting and shared dispositive power, with 0 shares held with sole voting or sole dispositive power.
The filing identifies the reporting persons as Zimmer Partners, LP; Zimmer Financial Services Group LLC; Zimmer Partners GP, LLC; and Stuart J. Zimmer. It includes a certification that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Horizon Kinetics Asset Management LLC has filed Amendment No. 1 to Schedule 13G for Hawaiian Electric Industries, Inc. (HE).
- Position size: 16,281,709 common shares.
- Ownership percentage: 9.4 % of HE’s outstanding stock.
- Voting/Dispositive power: Sole power over all reported shares; no shared power.
- Filer status: Registered investment adviser (Rule 13d-1(b)).
- Date triggering filing: 05 May 2025; filing signed 23 Jul 2025 by General Counsel Jay Kesslen.
The disclosure makes Horizon Kinetics one of HE’s largest known institutional holders and confirms that the stake was acquired in the ordinary course of business without intent to influence control, consistent with a passive Schedule 13G filing.