Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | Director | January 25, 2023 | January 27, 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.
NEW JERSEY RESOURCES CORP
Report date January 25, 2023 · Filed January 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,521.178 |
Reported balance
After 2023-01-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-01-25 · Grant · Acquired 2,521.178 · Balance 2,521.178 F1: Represents the annual RSU retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual RSU retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents.
F2: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners.
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 |
|---|---|---|---|---|---|---|
| January 25, 2023 Filed Jan 27, 2023 21:11 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 2,521.178 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-23-000021 · wf-form4_167485387955417.xml · derivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521.178 Underlying: Common Stock · 2,521.178 shares Expires not disclosed F1 · derivative.exercise_price: Represents the annual RSU retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F2 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 16:30 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 2,941.929 | $39.09 | $115,000.00 |
DisclosureSEC source: 0000356309-22-000038 · wf-form4_164338741550138.xml · derivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,941.929 Underlying: Common Stock · 2,941.929 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2 · shares: Reporting person has elected to defer issuance of shares of this RSU award upon vesting pursuant to the NJR Directors' Deferred Compensation Plan. Vested shares and dividend equivalents will be paid out in five (5) annual installments beginning on the first day of the second month of the calendar quarter in which the reporting person ceases to be a Director. F3 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F3 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 20:24 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 3,079.507 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-21-000024 · wf-form4_161134704456839.xml · derivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079.507 Underlying: Common Stock · 3,079.507 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of New Jersey Resources ("NJR") common stock plus dividend equivalents. F2 · shares: Reporting person has elected to defer issuance of shares of this RSU award upon vesting pursuant to the NJR Directors' Deferred Compensation Plan. Vested shares and dividend equivalents will be paid out in five annual installments beginning the first day of the second month of the calendar quarter in which the reporting person ceases to be a Director. F3 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F3 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 23:04 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 2,529.317 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-20-000025 · wf-form4_157990707935245.xml · derivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,529.317 Underlying: Common Stock · 2,529.317 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of NJR's common stock plus accrued dividend equivalents. F2 · shares: Reporting person has elected to defer issuance of shares of this RSU Award upon vesting pursuant to the NJR Directors Deferred Compensation Plan. F3 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F3 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:41 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Units · Derivative | 2,472 | $44.50 | $110,004.00 |
DisclosureSEC source: 0000356309-19-000022 · wf-form4_154664169794460.xml · derivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,121.6 Underlying: Common Stock · 2,472 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR Directors Deferred Compensation Plan and are to be paid in 5 equal annual payments in NJR Common stock beginning when Mr. Zoffinger ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR Directors Deferred Compensation Plan and are to be paid in 5 equal annual payments in NJR Common stock beginning when Mr. Zoffinger ceases to be a Director. F3 · balance_after: Total includes an accrual of 1,740.350 shares of NJR Common Stock through the NJR Dividend Reinvestment Plan. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 20:00 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-18-000095 · wf-form4_153142564029453.xml · nonDerivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,898.569 F1 · balance_after: Total includes accrued dividends of 43.906 shares of New Jersey Resources Corporation (NJR) Common Stock held in the NJR Dividend Reinvestment Plan. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 00:02 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Units · Derivative | 2,635 | $39.85 | $105,004.75 |
DisclosureSEC source: 0000356309-18-000006 · wf-form4_151502413482333.xml · derivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,909.25 Underlying: Common Stock · 2,635 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR Directors Deferred Compensation Plan and are to be paid in 5 equal annual payments in NJR Common stock beginning when he ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR Directors Deferred Compensation Plan and are to be paid in 5 equal annual payments in NJR Common stock beginning when he ceases to be a Director. F3 · balance_after: Total includes an accrual of 2,855.406 shares of NJR Common Stock through the NJR Dividend Reinvestment Plan (DRP). Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 19:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-17-000108 · wf-form4_150299790292713.xml · nonDerivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,854.663 F1 · balance_after: Total includes accrued dividends of 32.961 shares of New Jersey Resources Corporation (NJR) Common Stock held in the NJR Dividend Reinvestment Plan and .003 fractional shares in the Wells Fargo Account. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:42 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Units · Derivative | 2,849 | $35.10 | $99,999.90 |
DisclosureSEC source: 0000356309-17-000016 · wf-form4_148365252964767.xml · derivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,418.844 Underlying: Common Stock · 2,849 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in 5 equal annual payments in NJR Common Stock when Mr. Zoffinger ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in 5 equal annual payments in NJR Common Stock when Mr. Zoffinger ceases to be a Director. F3 · balance_after: Total includes accrued dividends of 2,212.730 shares of NJR Common Stock through the NJR Dividend Reinvestment Plan. Read SEC document |
| December 06, 2016 Filed Dec 6, 2016 22:20 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GiftCommon Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000289 · wf-form4_148106282505351.xml · nonDerivative · entry 1 ZOFFINGER GEORGE R · CIK 0001231280 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,821.702 F1 · balance_after: Total includes accrued dividends of 22.737 shares of New Jersey Resources Corporation (NJR) Common Stock held in the NJR Dividend Reinvestment Plan. 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.