Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUINIX INCEQIX · Entity 2047 | Director | May 21, 2026 | May 21, 2026 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Pres. and CEO of Sub | February 13, 2025 | February 18, 2025 |
| XPLR Infrastructure, LPNEP · Entity 4899 | Director · President | February 20, 2024 | February 21, 2024 |
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.
EQUINIX INC
Report date May 21, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 170 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Exercise / conversion · Acquired 170 · Balance 170 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Exercise / conversion · Disposed 170 · Balance 0 F1: The Restricted Stock Units shall vest on the earlier of (i) May 21, 2026 or (ii) if the reporting person does not stand for re-election as a director of the Company, the date of the regular meeting of the Company's stockholders held in the calendar year subsequent to the grant date; provided that, in either case, the reporting person remains in continuous Service through such vesting date. F2: Restricted stock unit award expires upon reporting person's termination of service. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units shall vest on the earlier of (i) May 21, 2026 or (ii) if the reporting person does not stand for re-election as a director of the Company, the date of the regular meeting of the Company's stockholders held in the calendar year subsequent to the grant date; provided that, in either case, the reporting person remains in continuous Service through such vesting date.
F2: Restricted stock unit award expires upon reporting person's termination of service.
NEXTERA ENERGY INC
Report date February 13, 2025 · Filed February 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 202,110 |
Ending reported balance
After 2025-02-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-02-13 · Grant · Acquired 13,402 · Balance 161,676 F1: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3. Row 2 · 2025-02-13 · Grant · Acquired 74,580 · Balance 236,256 F2: 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. Row 3 · 2025-02-13 · Tax withholding · Disposed 29,347 · Balance 206,909 F3: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2025 in settlement of performance share awards. Row 4 · 2025-02-15 · Tax withholding · Disposed 4,799 · Balance 202,110 F4: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 17, 2022, February 16, 2023 and February 15, 2024. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 9,071 |
Reported balance
After 2025-02-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-02-13 · Grant · Acquired 2,230 · Balance 9,071 F5: 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 ($71.69 in 2024). 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 $68.60 · Expires 2035-02-13 | Direct | 95,503 |
Reported balance
After 2025-02-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-13 · Grant · Acquired 95,503 · Balance 95,503 F6: Options to buy 95,503 shares become exercisable in three substantially equal annual installments beginning on February 15, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan Trust | 1,995 |
Reported balance
Holding disclosure · report date 2025-02-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,995 |
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: 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.
F3: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2025 in settlement of performance share awards.
F4: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 17, 2022, February 16, 2023 and February 15, 2024.
F5: 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 ($71.69 in 2024). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries.
F6: Options to buy 95,503 shares become exercisable in three substantially equal annual installments beginning on February 15, 2026.
XPLR Infrastructure, LP
Report date February 20, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units Representing Limited Partner InterestsSEC Table I · non-derivative | Direct | 32,342 |
Ending reported balance
After 2024-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-20 · Grant · Acquired 16,778 · Balance 34,300 F1: Restricted Common units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3. Row 2 · 2024-02-20 · Tax withholding · Disposed 1,958 · Balance 32,342 F2: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 16, 2021, February 22, 2022 and February 22, 2023. |
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 16, 2021, February 22, 2022 and February 22, 2023.
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 13, 2020 Filed Feb 18, 2020 18:49 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-20-000061 · edgar.xml · nonDerivative · entry 1 Kujawa Rebecca J · CIK 0001769281 · EVP, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,896 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. 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.