Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSOLIDATED EDISON INCED · Entity 3081 | Director | May 21, 2024 | May 22, 2024 |
| FLUOR CORPFLR · Entity 3672 | Director | May 01, 2024 | May 03, 2024 |
| LENNAR CORP /NEW/LEN, LEN.B · Entity 1032 | Director | October 07, 2026 | October 08, 2026 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Director & CEO of Sub | February 16, 2012 | February 21, 2012 |
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.
CONSOLIDATED EDISON INC
Report date May 21, 2024 · Filed May 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,585.418 |
Reported balance
After 2024-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-21 · Grant · Acquired 1,761 · Balance 25,585.418 F1: Represents the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan (the "Plan"). Each DSU represents one share of the Company's Common Stock. F2: Includes 201.578, 203.367, 206.199, and 220.941 DSUs acquired on June 15, 2023, September 15, 2023, December 15, 2023 and March 15, 2024 pursuant to the dividend reinvestment provision of the Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 500 |
Reported balance
Holding disclosure · report date 2024-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 500 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual equity award of Deferred Stock Units ("DSU") under the Consolidated Edison, Inc. (the "Company") Long Term Incentive Plan (the "Plan"). Each DSU represents one share of the Company's Common Stock.
F2: Includes 201.578, 203.367, 206.199, and 220.941 DSUs acquired on June 15, 2023, September 15, 2023, December 15, 2023 and March 15, 2024 pursuant to the dividend reinvestment provision of the Plan.
FLUOR CORP
Report date May 01, 2024 · Filed May 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,966 |
Reported balance
After 2024-05-01 transaction · row 1
1 source rowRow 1 · 2024-05-01 · Grant · Acquired 4,207 · Balance 50,966 F1: Granted as restricted stock units that vested on May 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted as restricted stock units that vested on May 1, 2024.
LENNAR CORP /NEW/
Report date October 07, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 23,371 |
Reported balance
After 2026-10-07 transaction · row 1
1 source rowRow 1 · 2026-10-07 · Grant · Acquired 24 · Balance 23,371 F1: Represents deferred stock units ("DSUs") issued in respect of the Reporting Person's deferred quarterly cash director's fee (the "Director's Fee DSUs") and DSUs issued in respect of the Reporting Person's unvested annual DSU grant (the "Annual Grant DSUs") (including dividend equivalents in respect of both the Director's Fee DSUs and Annual Grant DSUs), each as a result of the dividend on the Issuer's common stock with a record date of October 7, 2026, in accordance with the Issuer's outside directors' compensation program. The Director's Fee DSUs are fully vested and the Annual Grant DSUs will vest at the same time as the annual DSU grant to which they relate, but neither will convert into shares of Class A Common Stock until the Reporting Person ceases to be a member of the Board of Directors. Fractional amounts have been rounded down to the nearest whole number. F2: Represents the closing price per share of Issuer's common stock as of the record date. |
| Class B Common StockSEC Table I · non-derivative | Direct | 142 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 142 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units ("DSUs") issued in respect of the Reporting Person's deferred quarterly cash director's fee (the "Director's Fee DSUs") and DSUs issued in respect of the Reporting Person's unvested annual DSU grant (the "Annual Grant DSUs") (including dividend equivalents in respect of both the Director's Fee DSUs and Annual Grant DSUs), each as a result of the dividend on the Issuer's common stock with a record date of October 7, 2026, in accordance with the Issuer's outside directors' compensation program. The Director's Fee DSUs are fully vested and the Annual Grant DSUs will vest at the same time as the annual DSU grant to which they relate, but neither will convert into shares of Class A Common Stock until the Reporting Person ceases to be a member of the Board of Directors. Fractional amounts have been rounded down to the nearest whole number.
F2: Represents the closing price per share of Issuer's common stock as of the record date.
NEXTERA ENERGY INC
Report date February 16, 2012 · Filed February 21, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,961 |
Last balance in matching sequence
After 2012-02-17 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2012-02-16 · Tax withholding · Disposed 4,165 · Balance 67,331 F1: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 13, 2009, February 12, 2010 and February 18, 2011. F2: Includes 23,178 shares deferred until the reporting person's retirement. Row 2 · 2012-02-17 · Grant · Acquired 4,586 · Balance 71,917 F3: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. F2: Includes 23,178 shares deferred until the reporting person's retirement. Row 3 · 2012-02-17 · Grant · Acquired 18,820 · Balance 90,737 F4: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F2: Includes 23,178 shares deferred until the reporting person's retirement. Row 4 · 2012-02-17 · Tax withholding · Disposed 6,776 · Balance 83,961 F5: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 17, 2012 in settlement of performance share awards. F2: Includes 23,178 shares deferred until the reporting person's retirement. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 13,120 |
Reported balance
After 2012-02-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2012-02-17 · Grant · Acquired 1,383 · Balance 13,120 F6: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($60.88 in 2011). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $60.22 · Expires 2022-02-17 | Direct | 20,410 |
Reported balance
After 2012-02-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2012-02-17 · Grant · Acquired 20,410 · Balance 20,410 F7: Options to buy 6,804 shares become exercisable on 02/15/2013 and options to buy 6,803 shares become exercisable on each of 02/15/2014 and 02/15/2015. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plans Trust | 2,343 |
Reported balance
Holding disclosure · report date 2012-02-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,343 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 13, 2009, February 12, 2010 and February 18, 2011.
F2: Includes 23,178 shares deferred until the reporting person's retirement.
F3: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3.
F4: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3.
F5: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 17, 2012 in settlement of performance share awards.
F6: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($60.88 in 2011). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries.
F7: Options to buy 6,804 shares become exercisable on 02/15/2013 and options to buy 6,803 shares become exercisable on each of 02/15/2014 and 02/15/2015.
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 |
|---|---|---|---|---|---|---|
| October 17, 2003 Filed Oct 20, 2003 21:27 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001201282-03-000010 · edgar.xml · nonDerivative · entry 1 OLIVERA ARMANDO J · CIK 0001201282 · Dir/President of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,108 F1 · kind: Restricted stock grant made pursuant to the Amended and Restated Long Term Incentive Plan of the Issuer, exempt under Rule 16b-3. F2 · balance_after: Receipt of 11,589 of such shares is deferred until the reporting person's retirement. F3 · balance_after: As of October 17, 2003, the reporting person also indirectly beneficially owns 57 shares of FPL Group, Inc. common stock through the Thrift Plan Trust. Read SEC document |
| May 28, 2003 Filed May 29, 2003 19:27 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | OtherCommon Stock | 555 | $66.24 | $36,763.20 |
DisclosureSEC source: 0001201282-03-000007 · edgar.xml · nonDerivative · entry 1 OLIVERA ARMANDO J · CIK 0001201282 · Dir/Snr VP Power System of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · By Thrift Plan Trust Disclosed balance after: 0 F1 · balance_after: As of May 28, 2003, the reporting person directly beneficially owns 44,608 shares of FPL Group, Inc. common stock. Receipt of 11,589 of such shares is deferred until the reporting person's retirement. 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.