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 | 14,681.498 |
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 2,422 · Balance 14,681.498 F1: Represents grant of restricted stock units (RSUs) under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. RSUs vest in three equal annual installments on October 15, 2022, October 15, 2023, and October 15, 2024 and each RSU represents a contingent right to receive one share of NJR Common Stock. F2: Total reflects adjustment for dividend accrual. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 644 |
Reported balance
After 2021-11-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-11-10 · Grant · Acquired 644 · Balance 644 F3: The phantom stock represents performance share unit awards that have vested and have been deferred pursuant to NJR's Officer Deferred Compensation Plan and are to be paid out in a lump sum upon the officer's retirement. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units (RSUs) under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. RSUs vest in three equal annual installments on October 15, 2022, October 15, 2023, and October 15, 2024 and each RSU represents a contingent right to receive one share of NJR Common Stock.
F2: Total reflects adjustment for dividend accrual.
F3: The phantom stock represents performance share unit awards that have vested and have been deferred pursuant to NJR's Officer Deferred Compensation Plan and are to be paid out in a lump sum upon the officer's retirement. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock.
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 01:38 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock · Derivative | 644 | $38.84 | $25,012.96 |
DisclosureSEC source: 0000356309-21-000093 · wf-form4_163676749616438.xml · derivative · entry 2 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644 Underlying: Common Stock · 644 shares Expires not disclosed F3 · derivative.exercise_price: The phantom stock represents performance share unit awards that have vested and have been deferred pursuant to NJR's Officer Deferred Compensation Plan and are to be paid out in a lump sum upon the officer's retirement. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F3 · derivative.exercise_date: The phantom stock represents performance share unit awards that have vested and have been deferred pursuant to NJR's Officer Deferred Compensation Plan and are to be paid out in a lump sum upon the officer's retirement. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F3 · derivative.expiration_date: The phantom stock represents performance share unit awards that have vested and have been deferred pursuant to NJR's Officer Deferred Compensation Plan and are to be paid out in a lump sum upon the officer's retirement. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. Read SEC document |
| November 10, 2021 Filed Nov 13, 2021 01:38 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 2,422 | $38.84 | $94,070.48 |
DisclosureSEC source: 0000356309-21-000093 · wf-form4_163676749616438.xml · nonDerivative · entry 1 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,681.498 F1 · shares: Represents grant of restricted stock units (RSUs) under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. RSUs vest in three equal annual installments on October 15, 2022, October 15, 2023, and October 15, 2024 and each RSU represents a contingent right to receive one share of NJR Common Stock. F2 · balance_after: Total reflects adjustment for dividend accrual. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 22:56 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 903 | $37.70 | $34,043.10 |
DisclosureSEC source: 0000356309-21-000073 · wf-form4_163468417612549.xml · nonDerivative · entry 4 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,257.498 F7 · shares: Represents shares withheld to pay taxes due upon vesting of Deferred Stock Units (DSU) previously awarded on November 13, 2018. F8 · balance_after: Total adjusted for 274 accrued dividend equivalents payable upon vesting of DSUs and includes 133.084 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 |
| October 15, 2021 Filed Oct 19, 2021 22:56 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 488 | $37.70 | $18,397.60 |
DisclosureSEC source: 0000356309-21-000073 · wf-form4_163468417612549.xml · nonDerivative · entry 3 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,753.414 F5 · shares: Represents shares withheld to pay taxes due upon vesting of the first tranche of the RSU award previously granted on November 9, 2020. The second and third tranches will vest on October 15, 2022 and October 15, 2023, respectively. F6 · balance_after: Total adjusted for 54 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 22:56 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 417 | $37.70 | $15,720.90 |
DisclosureSEC source: 0000356309-21-000073 · wf-form4_163468417612549.xml · nonDerivative · entry 2 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,187.414 F3 · shares: Represents shares withheld to pay taxes due upon vesting of the second tranche of the RSU award previously granted on November 12, 2019. The final tranche will vest on October 15, 2022. F4 · balance_after: Total adjusted for 98 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 22:56 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 147 | $37.70 | $5,541.90 |
DisclosureSEC source: 0000356309-21-000073 · wf-form4_163468417612549.xml · nonDerivative · entry 1 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,506.414 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the third and final tranche of the Restricted Stock Unit (RSU) award previously granted on November 13, 2018. F2 · balance_after: Total adjusted for 41 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of New Jersey Resources Corporation (NJR) Common Stock upon vesting. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:40 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 4,499 | $33.34 | $149,996.66 |
DisclosureSEC source: 0000356309-20-000087 · wf-form4_160521724387915.xml · nonDerivative · entry 1 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,612.414 F1 · shares: Represents grant of restricted stock units (RSUs) under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. RSUs vest in three equal annual installments on October 15, 2021, October 15, 2022, and October 15, 2023 and each RSU represents a contingent right to receive one share of NJR Common Stock. F2 · balance_after: Total includes 29.822 shares for accrued dividends on shares held by broker. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 17:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 402 | $28.61 | $11,501.22 |
DisclosureSEC source: 0000356309-20-000072 · wf-form4_160312993144001.xml · nonDerivative · entry 2 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,083.592 F3 · shares: Represents shares withheld to pay taxes due upon vesting of the first tranche of the RSU award previously granted on November 12, 2019. The second and third tranches will vest on October 15, 2021 and October 15, 2022, respectively. F4 · balance_after: Total adjusted for 45.584 accrued dividends on executive's brokerage account, and for 50 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts 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 | 144 | $28.61 | $4,119.84 |
DisclosureSEC source: 0000356309-20-000072 · wf-form4_160312993144001.xml · nonDerivative · entry 1 Valori Mark F. · CIK 0001801666 · Vice President, Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,390.008 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the second tranche of the Restricted Stock Unit (RSU) award previously granted on November 13, 2018. The final tranche will vest on October 15, 2021. F2 · balance_after: Total adjusted for 31 accrued dividend equivalents payable upon vesting of RSUs. Each RSU 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.