Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | SVP & General Counsel | November 09, 2020 | November 12, 2020 |
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 09, 2020 · Filed November 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,368.942 |
Reported balance
After 2020-11-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-11-09 · Grant · Acquired 5,061 · Balance 17,368.942 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, 2021, October 15, 2022, and October 15, 2023 and each RSU represents a contingent right to receive one share of NJR Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 19,221.942 |
Reported balance
After 2020-11-09 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-11-09 · Grant · Acquired 1,853 · Balance 19,221.942 F2: Represents number of performance share units, which vested at 114% of target (plus 159 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. |
| Common StockSEC Table I · non-derivative | Direct | 18,330.999 |
Reported balance
After 2020-11-09 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2020-11-09 · Tax withholding · Disposed 913 · Balance 18,330.999 F3: Represents shares withheld to pay taxes due upon vesting of performance share units. F4: Total includes 22.057 shares for accrued dividends on shares held by broker. |
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, 2021, October 15, 2022, and October 15, 2023 and each RSU represents a contingent right to receive one share of NJR Common Stock.
F2: Represents number of performance share units, which vested at 114% of target (plus 159 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.
F3: Represents shares withheld to pay taxes due upon vesting of performance share units.
F4: Total includes 22.057 shares for accrued dividends on shares held by broker.
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 09, 2020 Filed Nov 12, 2020 21:43 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 913 | $33.34 | $30,439.42 |
DisclosureSEC source: 0000356309-20-000095 · wf-form4_160521741597446.xml · nonDerivative · entry 3 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,330.999 F3 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units. F4 · balance_after: Total includes 22.057 shares for accrued dividends on shares held by broker. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:43 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 1,853 | $33.34 | $61,779.02 |
DisclosureSEC source: 0000356309-20-000095 · wf-form4_160521741597446.xml · nonDerivative · entry 2 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,221.942 F2 · shares: Represents number of performance share units, which vested at 114% of target (plus 159 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 |
| November 09, 2020 Filed Nov 12, 2020 21:43 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 5,061 | $33.34 | $168,733.74 |
DisclosureSEC source: 0000356309-20-000095 · wf-form4_160521741597446.xml · nonDerivative · entry 1 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,368.942 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. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 17:53 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 779 | $28.61 | $22,287.19 |
DisclosureSEC source: 0000356309-20-000075 · wf-form4_160312998245415.xml · nonDerivative · entry 3 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,307.942 F5 · 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. F6 · balance_after: Total adjusted 49.448 for accrued dividends on executive's brokerage account, and for 61 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 17:53 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 677 | $28.61 | $19,368.97 |
DisclosureSEC source: 0000356309-20-000075 · wf-form4_160312998245415.xml · nonDerivative · entry 2 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,976.494 F3 · shares: Represents shares withheld to pay taxes due upon vesting of the second tranche of the RSU award previously granted on November 13, 2018. The final tranche will vest on October 15, 2021. F4 · balance_after: Total adjusted for 87 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 17:53 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 535 | $28.61 | $15,306.35 |
DisclosureSEC source: 0000356309-20-000075 · wf-form4_160312998245415.xml · nonDerivative · entry 1 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,566.494 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 14, 2017. F2 · balance_after: Total adjusted for 94 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 12, 2019 Filed Nov 14, 2019 21:34 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 4,556 | $40.61 | $185,019.16 |
DisclosureSEC source: 0000356309-19-000122 · wf-form4_157376727474895.xml · nonDerivative · entry 1 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,007.494 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, 2020, October 15, 2021, and October 15, 2022 and each RSU represents a contingent right to receive one share of NJR Common Stock. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 20:16 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 650 | $43.23 | $28,099.50 |
DisclosureSEC source: 0000356309-19-000112 · wf-form4_157134332706232.xml · nonDerivative · entry 2 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,451.494 F3 · shares: Represents shares withheld to pay taxes due upon vesting of the first tranche of the RSU award previously granted on November 13, 2018. The second and third tranches will vest on October 15, 2020 and October 15, 2021, respectively. F4 · balance_after: Total adjusted for accrued dividend equivalents payable upon vesting of RSUs and includes dividends accrued under the NJR Dividend Reinvestment Plan. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 20:16 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 513 | $43.23 | $22,176.99 |
DisclosureSEC source: 0000356309-19-000112 · wf-form4_157134332706232.xml · nonDerivative · entry 1 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,059 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 14, 2017. The final tranche will vest on October 15, 2020. F2 · balance_after: Total adjusted for 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 |
| December 04, 2018 Filed Dec 6, 2018 15:36 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 3,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-18-000149 · wf-form4_154411059896326.xml · nonDerivative · entry 2 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,521 F2 · balance_after: 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, 2019, October 15, 2020, and October 15, 2021 and each RSU represents a contingent right to receive one share of NJR Common Stock. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 15:36 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 4,168 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-18-000149 · wf-form4_154411059896326.xml · nonDerivative · entry 1 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,665 F1 · balance_after: Represents grant of deferred stock units under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. Each deferred stock unit vests on October 15, 2021 and represents a contingent right to receive one share of NJR Common Stock. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 23:29 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 502 | $44.90 | $22,539.80 |
DisclosureSEC source: 0000356309-18-000116 · wf-form4_153981893613342.xml · nonDerivative · entry 1 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,497 F1 · shares: Represents shares withheld to pay the taxes related to restricted stock unit (RSU) vesting. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding RSUs. Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 22:15 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 2,972 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-17-000161 · wf-form4_151087051504999.xml · nonDerivative · entry 1 Washington Nancy A. · CIK 0001702942 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,972 F1 · balance_after: Represents grant of restricted stock units under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. Each restricted stock unit vests on October 15, 2020 and represents a contingent right to receive one share of NJR common stock. 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.