Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | Vice President, Subsidiary | November 10, 2021 | November 13, 2021 |
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 November 10, 2021 · Filed November 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,053.368 |
Reported balance
After 2021-11-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-11-10 · Grant · Acquired 2,037 · Balance 25,053.368 F1: Represents number of performance share units, which vested at 93 percent of target (plus 196 dividend equivalents), after a 36-month period beginning on October 1, 2018, upon certification by the Leadership Development and Compensation Committee (LDCC) of New Jersey Resources Corporation's (NJR's) performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting. |
| Common StockSEC Table I · non-derivative | Direct | 24,049.368 |
Reported balance
After 2021-11-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-11-10 · Tax withholding · Disposed 1,004 · Balance 24,049.368 F2: Represents shares withheld to pay taxes due upon vesting of performance share units. |
| Common StockSEC Table I · non-derivative | Direct | 52,377.368 |
Reported balance
After 2021-11-10 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-11-10 · Grant · Acquired 28,321 · Balance 52,377.368 F3: Represents grant of deferred retention stock units (DRSUs) under the NJR 2017 Stock Award and Incentive Plan. Each DRSU will vest on October 15, 2024 and each DRSU represents a contingent right to receive one share of NJR Common Stock. F4: Total reflects adjustment for dividend accrual. |
| Common StockSEC Table I · non-derivative | IndirectBy NJR Employees' Retirement Savings Plan | 28.729 |
Reported balance
Holding disclosure · report date 2021-11-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 28.729 F5: Based on plan shares as of the end of the most recent fiscal quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents number of performance share units, which vested at 93 percent of target (plus 196 dividend equivalents), after a 36-month period beginning on October 1, 2018, upon certification by the Leadership Development and Compensation Committee (LDCC) of New Jersey Resources Corporation's (NJR's) performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting.
F2: Represents shares withheld to pay taxes due upon vesting of performance share units.
F3: Represents grant of deferred retention stock units (DRSUs) under the NJR 2017 Stock Award and Incentive Plan. Each DRSU will vest on October 15, 2024 and each DRSU represents a contingent right to receive one share of NJR Common Stock.
F4: Total reflects adjustment for dividend accrual.
F5: Based on plan shares as of the end of the most recent fiscal quarter.
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 |
|---|---|---|---|---|---|---|
| November 10, 2021 Filed Nov 13, 2021 01:36 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 28,321 | $38.84 | $1,099,987.64 |
DisclosureSEC source: 0000356309-21-000088 · wf-form4_163676737427403.xml · nonDerivative · entry 3 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,377.368 F3 · shares: Represents grant of deferred retention stock units (DRSUs) under the NJR 2017 Stock Award and Incentive Plan. Each DRSU will vest on October 15, 2024 and each DRSU represents a contingent right to receive one share of NJR Common Stock. F4 · balance_after: Total reflects adjustment for dividend accrual. Read SEC document |
| November 10, 2021 Filed Nov 13, 2021 01:36 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 1,004 | $38.84 | $38,995.36 |
DisclosureSEC source: 0000356309-21-000088 · wf-form4_163676737427403.xml · nonDerivative · entry 2 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,049.368 F2 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units. Read SEC document |
| November 10, 2021 Filed Nov 13, 2021 01:36 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 2,037 | $38.84 | $79,117.08 |
DisclosureSEC source: 0000356309-21-000088 · wf-form4_163676737427403.xml · nonDerivative · entry 1 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,053.368 F1 · shares: Represents number of performance share units, which vested at 93 percent of target (plus 196 dividend equivalents), after a 36-month period beginning on October 1, 2018, upon certification by the Leadership Development and Compensation Committee (LDCC) of New Jersey Resources Corporation's (NJR's) performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 22:57 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 8,623 | $37.70 | $325,087.10 |
DisclosureSEC source: 0000356309-21-000075 · wf-form4_163468421440851.xml · nonDerivative · entry 1 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,016.368 F1 · shares: Represents shares withheld to cover taxes due upon vesting of the Deferred Stock Unit (DSU) award previously granted on November 13, 2018. F2 · balance_after: Total adjusted for 1,668 accrued dividend equivalents payable upon vesting of DSUs and includes .988 shares acquired under the NJR dividend reinvestment plan. Each DSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 23:58 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | SaleCommon Stock | 10,000.608 | $41.35 | $413,525.14 |
DisclosureSEC source: 0000356309-21-000046 · wf-form4_162466550215545.xml · nonDerivative · entry 1 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,405.772 F1 · price: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $41.31 to $41.44, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 23, 2021 Filed Jul 16, 2021 01:38 UTC Amendment | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | SaleCommon Stock | 10,000 | $41.35 | $413,500.00 |
DisclosureSEC source: 0000356309-21-000050 · wf-form4a_162639947674818.xml · nonDerivative · entry 1 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,970.38 F1 · price: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $41.31 to $41.44, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. F2 · balance_after: This Form 4 is being amended to correct the total amount of securities beneficially owned that have been properly reflected on a Form 3/A filed immediately prior to this Form 4/A for transactions that occurred prior to the reporting person becoming a Section 16 officer. Fractional shares have been rounded. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:41 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 336 | $33.34 | $11,202.24 |
DisclosureSEC source: 0000356309-20-000088 · wf-form4_160521726045751.xml · nonDerivative · entry 2 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,406.38 F2 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:41 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 681 | $33.34 | $22,704.54 |
DisclosureSEC source: 0000356309-20-000088 · wf-form4_160521726045751.xml · nonDerivative · entry 1 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,742.38 F1 · shares: Represents number of performance share units, which vested at 114% of target (plus 61 dividend equivalents), after a 36-month period beginning on October 1, 2017, upon certification by the Leadership Development and Compensation Committee (LDCC) of NJR's performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 17:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 2,350 | $28.61 | $67,233.50 |
DisclosureSEC source: 0000356309-20-000071 · wf-form4_160312991150300.xml · nonDerivative · entry 1 Shea Timothy F. · CIK 0001801637 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,061.38 F1 · shares: Represents shares withheld to pay taxes due upon vesting of Deferred Retention Stock Unit (DRSU) award previously granted on November 13, 2018. F2 · balance_after: Total adjusted for .676 dividends accrued on executive's brokerage account, and for 415 accrued dividend equivalents payable upon vesting of DRSU award. Each DRSU and dividend equivalent converts into one share of New Jersey Resources Corporation (NJR) Common Stock upon vesting. 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.