Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERIPRISE FINANCIAL INCAMP · Entity 3035 | Director | April 24, 2024 | April 26, 2024 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Director & CEO of Sub | February 12, 2026 | February 17, 2026 |
| XPLR Infrastructure, LPNEP · Entity 4899 | Director · President | February 19, 2019 | February 20, 2019 |
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.
AMERIPRISE FINANCIAL INC
Report date April 24, 2024 · Filed April 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Annual)SEC Table II · derivative / convertible security | Direct | 1,500.5477 |
Reported balance
After 2024-04-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-04-24 · Grant · Acquired 460.2044 · Balance 1,500.5477 F1: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock.
F2: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs.
NEXTERA ENERGY INC
Report date February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,984 |
Ending reported balance
After 2026-02-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-12 · Grant · Acquired 16,664 · Balance 179,357 F1: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3. Row 2 · 2026-02-15 · Tax withholding · Disposed 7,373 · Balance 171,984 F2: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted on February 16, 2023, February 15, 2024 and February 13, 2025. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 4,022 |
Reported balance
After 2026-02-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-12 · Grant · Acquired 1,796 · Balance 4,022 F3: 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 ($80.28 in 2025). 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 $91.93 · Expires 2036-02-12 | Direct | 73,831 |
Reported balance
After 2026-02-12 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-12 · Grant · Acquired 73,831 · Balance 73,831 F4: Options to buy 73,831 shares become exercisable in three substantially equal annual installments beginning on February 15, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan Trust | 10,842 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,842 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3.
F2: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted on February 16, 2023, February 15, 2024 and February 13, 2025.
F3: 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 ($80.28 in 2025). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries.
F4: Options to buy 73,831 shares become exercisable in three substantially equal annual installments beginning on February 15, 2027.
XPLR Infrastructure, LP
Report date February 19, 2019 · Filed February 20, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units Representing Limited Partner InterestsSEC Table I · non-derivative | Direct | 25,288 |
Ending reported balance
After 2019-02-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-19 · Grant · Acquired 857 · Balance 25,956 F1: Restricted Common Units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3. Row 2 · 2019-02-19 · Tax withholding · Disposed 668 · Balance 25,288 F2: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 20, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Common Units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3.
F2: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 20, 2018.
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 |
|---|---|---|---|---|---|---|
| February 15, 2013 Filed Feb 19, 2013 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001427404-13-000002 · edgar.xml · derivative · entry 6 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,815 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · derivative.exercise_price: 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 ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · price: 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 ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.exercise_date: 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 ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.expiration_date: 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 ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.underlying_shares: 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 ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 6,075 | $72.50 | $440,437.50 |
DisclosureSEC source: 0001427404-13-000002 · edgar.xml · nonDerivative · entry 4 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,875 F4 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 15, 2013 in settlement of performance share awards. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 15,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-13-000002 · edgar.xml · nonDerivative · entry 3 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,950 F3 · kind: 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. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 6,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-13-000002 · edgar.xml · nonDerivative · entry 2 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,853 F2 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 3,287 | $72.50 | $238,307.50 |
DisclosureSEC source: 0001427404-13-000002 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,074 F1 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 12, 2010, February 18, 2011 and February 17, 2012. Read SEC document |
| September 04, 2012 Filed Sep 5, 2012 14:47 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 7,500 | $67.17 | $503,737.50 |
DisclosureSEC source: 0001427404-12-000009 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,361 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2012. F2 · price: Weighted average sale price. Reporting person sold 7,500 shares through a trade order executed by a broker-dealer at prices ranging from $67.06 to $67.28 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. Read SEC document |
| March 08, 2012 Filed Mar 9, 2012 14:24 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 7,500 | $59.91 | $449,340.00 |
DisclosureSEC source: 0001427404-12-000006 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,861 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2011. F2 · price: Weighted average sale price. Reporting person sold 7,500 shares through a trade order executed by a broker-dealer at prices ranging from $59.81 to $60 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 16:58 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 42,008 | $0.00 Strike: $60.22 | $0.00 |
DisclosureSEC source: 0001427404-12-000004 · edgar.xml · derivative · entry 6 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,008 Underlying: Common Stock · 42,008 shares Expires 2022-02-17 F5 · derivative.exercise_date: Options to buy 14,002 shares become exercisable on 02/15/2013 and options to buy 14,003 shares become exercisable on each of 02/15/2014 and 02/15/2015. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 16:58 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 994 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001427404-12-000004 · edgar.xml · derivative · entry 5 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,947 Underlying: Common Stock · Not disclosed shares Expires not disclosed F4 · derivative.exercise_price: 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. F4 · price: 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. F4 · derivative.exercise_date: 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. F4 · derivative.expiration_date: 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. F4 · derivative.underlying_shares: 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. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 16:58 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 3,640 | $60.22 | $219,200.80 |
DisclosureSEC source: 0001427404-12-000004 · edgar.xml · nonDerivative · entry 3 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,361 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 17, 2012 in settlement of performance share awards. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 16:58 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 11,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-12-000004 · edgar.xml · nonDerivative · entry 2 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,001 F2 · kind: 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. Read SEC document |
| February 17, 2012 Filed Feb 22, 2012 16:58 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 11,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-12-000004 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,645 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 16, 2012 Filed Feb 21, 2012 15:40 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 3,073 | $60.43 | $185,701.39 |
DisclosureSEC source: 0001427404-12-000002 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · President & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,168 F1 · kind: 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. Read SEC document |
| February 18, 2011 Filed Feb 22, 2011 16:53 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 35,347 | $0.00 Strike: $54.59 | $0.00 |
DisclosureSEC source: 0001427404-11-000002 · edgar.xml · derivative · entry 7 Pimentel Armando Jr · CIK 0001427404 · EVP, Finance & CFO · Dir, EVP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,347 Underlying: Common Stock · 35,347 shares Expires 2021-02-18 F6 · derivative.exercise_date: Options to buy 11,783 shares become exercisable on 02/15/2012 and options to buy 11,782 shares become exercisable on each of 02/15/2013 and 02/15/2014. Read SEC document |
| February 18, 2011 Filed Feb 22, 2011 16:53 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001427404-11-000002 · edgar.xml · derivative · entry 6 Pimentel Armando Jr · CIK 0001427404 · EVP, Finance & CFO · Dir, EVP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · derivative.exercise_price: 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($51.99 in 2010). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · price: 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($51.99 in 2010). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.exercise_date: 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($51.99 in 2010). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.expiration_date: 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($51.99 in 2010). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.underlying_shares: 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($51.99 in 2010). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 18, 2011 Filed Feb 22, 2011 16:53 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 2,374 | $54.59 | $129,596.66 |
DisclosureSEC source: 0001427404-11-000002 · edgar.xml · nonDerivative · entry 4 Pimentel Armando Jr · CIK 0001427404 · EVP, Finance & CFO · Dir, EVP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,241 F4 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 18, 2011 in settlement of performance share awards. Read SEC document |
| February 18, 2011 Filed Feb 22, 2011 16:53 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 8,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-11-000002 · edgar.xml · nonDerivative · entry 3 Pimentel Armando Jr · CIK 0001427404 · EVP, Finance & CFO · Dir, EVP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,615 F3 · kind: 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. Read SEC document |
| February 18, 2011 Filed Feb 22, 2011 16:53 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 11,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-11-000002 · edgar.xml · nonDerivative · entry 2 Pimentel Armando Jr · CIK 0001427404 · EVP, Finance & CFO · Dir, EVP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,827 F2 · kind: Restricted stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 17, 2011 Filed Feb 22, 2011 16:53 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 2,685 | $54.24 | $145,634.40 |
DisclosureSEC source: 0001427404-11-000002 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · EVP, Finance & CFO · Dir, EVP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,104 F1 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 15, 2008, February 13, 2009 and February 12, 2010. Read SEC document |
| February 15, 2010 Filed Feb 16, 2010 22:42 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | Tax withholdingCommon Stock | 1,595 | $45.57 | $72,684.15 |
DisclosureSEC source: 0001427404-10-000002 · edgar.xml · nonDerivative · entry 2 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,789 F2 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 15, 2008 and February 13, 2009. Read SEC document |
| February 12, 2010 Filed Feb 16, 2010 22:42 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 42,372 | $0.00 Strike: $45.57 | $0.00 |
DisclosureSEC source: 0001427404-10-000002 · edgar.xml · derivative · entry 5 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,372 Underlying: Common Stock · 42,372 shares Expires 2020-02-12 F5 · price: Not applicable. F4 · derivative.exercise_date: Options to buy 14,124 shares become exercisable on each of 02/15/2011, 02/15/2012 and 02/15/2013. Read SEC document |
| February 12, 2010 Filed Feb 16, 2010 22:42 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantPhantom Shares · Derivative | 915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001427404-10-000002 · edgar.xml · derivative · entry 4 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,119 Underlying: Common Stock · Not disclosed shares Expires not disclosed F3 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F3 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F3 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F3 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F3 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 12, 2010 Filed Feb 16, 2010 22:42 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 12,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-10-000002 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,384 F1 · kind: Restricted stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F5 · price: Not applicable. Read SEC document |
| February 17, 2009 Filed Feb 17, 2009 22:37 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | Tax withholdingCommon Stock | 700 | $50.91 | $35,637.00 |
DisclosureSEC source: 0001427404-09-000002 · edgar.xml · nonDerivative · entry 4 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,503 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 15, 2008. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:37 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 27,222 | $0.00 Strike: $50.91 | $0.00 |
DisclosureSEC source: 0001427404-09-000002 · edgar.xml · derivative · entry 8 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,222 Underlying: Common Stock · 27,222 shares Expires 2019-02-13 F8 · price: Not applicable. F7 · derivative.exercise_date: Options to buy 9,074 shares become exercisable on each of 02/15/2010, 02/15/2011 and 02/15/2012. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:37 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantPhantom Shares · Derivative | 204 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001427404-09-000002 · edgar.xml · derivative · entry 6 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, 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 Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:37 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | Tax withholdingCommon Stock | 1,718 | $50.91 | $87,463.38 |
DisclosureSEC source: 0001427404-09-000002 · edgar.xml · nonDerivative · entry 3 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,203 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2009 as set forth in footnote 2 above. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:37 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 6,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-09-000002 · edgar.xml · nonDerivative · entry 2 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,921 F2 · kind: Stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F8 · price: Not applicable. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:37 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 10,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-09-000002 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · Ex VP, Finance & CFO · Dir, Ex VP, Fin & CFO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,424 F1 · kind: Restricted stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F8 · price: Not applicable. Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 16:19 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 17,440 | $0.00 Strike: $64.69 | $0.00 |
DisclosureSEC source: 0001427404-08-000004 · edgar.xml · derivative · entry 2 Pimentel Armando Jr · CIK 0001427404 · VP, Finance · SVP, Finance of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,440 Underlying: Common Stock · 17,440 shares Expires 2018-02-15 F3 · price: Not applicable. F2 · derivative.exercise_date: Options to buy 5,814 shares become exercisable on 02/15/2009 and options to buy 5,813 shares become exercisable on each of 02/15/2010 and 02/15/2011. Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 16:19 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 7,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001427404-08-000004 · edgar.xml · nonDerivative · entry 1 Pimentel Armando Jr · CIK 0001427404 · VP, Finance · SVP, Finance of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,298 F1 · kind: Restricted stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F3 · price: Not applicable. 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.