Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | Director | May 13, 2025 | May 15, 2025 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Director | March 15, 2024 | March 18, 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.
Arthur J. Gallagher & Co.
Report date May 13, 2025 · Filed May 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,072.561 |
Reported balance
After 2025-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-13 · Grant · Acquired 690 · Balance 18,072.561 F1: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. F2: In the past, Common Stock and Common Stock (Restricted) were reported as two separate line items. In the future, they will be reported as a combined total as is stated on this Form. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board.
F2: In the past, Common Stock and Common Stock (Restricted) were reported as two separate line items. In the future, they will be reported as a combined total as is stated on this Form.
NEXTERA ENERGY INC
Report date March 15, 2024 · Filed March 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 47,972 |
Reported balance
After 2024-03-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-15 · Grant · Acquired 430 · Balance 47,972 F1: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F3: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period.
F2: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund).
F3: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates.
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 |
|---|---|---|---|---|---|---|
| May 13, 2025 Filed May 15, 2025 17:54 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014526 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,072.561 F1 · shares: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. F2 · balance_after: In the past, Common Stock and Common Stock (Restricted) were reported as two separate line items. In the future, they will be reported as a combined total as is stated on this Form. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 17:11 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 2,500 | $304.33 | $760,830.75 |
DisclosureSEC source: 0001127602-25-003241 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,532.561 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $304.08 to $304.42. The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 17:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 847 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027073 · form4.xml · nonDerivative · entry 2 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,032.561 Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 17:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 878 | $294.65 | $258,698.31 |
DisclosureSEC source: 0001127602-24-027073 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,879.561 Read SEC document |
| May 09, 2024 Filed May 13, 2024 18:43 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015137 · form4.xml · nonDerivative · entry 2 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,757.561 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2024 Filed May 13, 2024 18:43 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015137 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 850 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. Read SEC document |
| May 07, 2024 Filed May 9, 2024 20:03 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-014876 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,770 F1 · security: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. F1 · shares: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 16:10 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 430 | $60.08 | $25,834.40 |
DisclosureSEC source: 0001062993-24-006629 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,972 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 17:05 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 3,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-003468 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,674 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 11,143 shares deferred until reporting person's termination of Board service. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 16:07 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 358 | $61.50 | $22,017.00 |
DisclosureSEC source: 0001062993-23-022732 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,542 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 16:11 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 330 | $68.64 | $22,651.20 |
DisclosureSEC source: 0001062993-23-018146 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,184 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 15:59 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 293 | $74.36 | $21,787.48 |
DisclosureSEC source: 0001062993-23-013741 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,854 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| May 10, 2023 Filed May 11, 2023 18:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015294 · form4.xml · nonDerivative · entry 3 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,837.561 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2023 Filed May 11, 2023 18:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015294 · form4.xml · nonDerivative · entry 2 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 920 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 09, 2023 Filed May 11, 2023 18:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015294 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,950 F1 · security: Restricted stock unit award vesting one year after the date of grant. F1 · shares: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 08, 2023 Filed May 10, 2023 17:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 2,330 | $215.00 | $500,938.35 |
DisclosureSEC source: 0001127602-23-015142 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,807.561 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 17:04 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 307 | $75.52 | $23,184.64 |
DisclosureSEC source: 0001062993-23-007069 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,561 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 14:51 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003984 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,434 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 11,143 shares deferred until reporting person's termination of Board service. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 16:47 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 231 | $85.81 | $19,822.11 |
DisclosureSEC source: 0001062993-22-024103 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,254 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 17:12 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 505 | $198.59 | $100,286.44 |
DisclosureSEC source: 0001127602-22-026806 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,612.561 Read SEC document |
| November 30, 2022 Filed Feb 10, 2023 18:36 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004565 · form5.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,137.561 Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 15:16 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 229 | $86.01 | $19,696.29 |
DisclosureSEC source: 0001062993-22-019612 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,023 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 15:53 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | OtherPhantom Stock Units · Derivative | 17,079 | $87.98 | $1,502,610.42 |
DisclosureSEC source: 0001062993-22-017474 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,794 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · kind: Disposition of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the Plan upon transfer to other investment funds in the Plan. F3 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F4 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 16:25 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 385 | $74.19 | $28,563.15 |
DisclosureSEC source: 0001062993-22-015008 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,873 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| May 11, 2022 Filed May 13, 2022 19:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014532 · form4.xml · nonDerivative · entry 3 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,117.561 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 11, 2022 Filed May 13, 2022 19:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014532 · form4.xml · nonDerivative · entry 2 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 11, 2022 Filed May 13, 2022 19:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014532 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,180 F1 · security: Restricted stock unit award vesting one year after the date of grant. F1 · shares: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 16:57 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 333 | $81.98 | $27,299.34 |
DisclosureSEC source: 0001062993-22-007859 · form4.xml · derivative · entry 2 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,488 Underlying: Common Stock · 0 shares Expires not disclosed F2 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F2 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F4 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 16:57 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 3,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007859 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,984 F1 · balance_after: Includes 11,143 shares deferred until reporting person's termination of Board Service. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 14:29 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-004916 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,134 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 11,143 shares deferred until reporting person's termination of Board service. Read SEC document |
| January 28, 2022 Filed Jan 31, 2022 15:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | PurchaseCommon Stock | 2,000 | $71.58 | $143,150.00 |
DisclosureSEC source: 0001062993-22-001848 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,674 F1 · price: Weighted average sale price. Reporting person sold 2,000 shares through a trade order executed by a broker-dealer at prices ranging from $71.56 to $71.59 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. F2 · balance_after: Includes 11,143 shares deferred until reporting person's termination of Board service, including 117 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the deferred stock grant since the last report filed by the reporting person. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:07 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 250 | $92.00 | $23,000.00 |
DisclosureSEC source: 0001062993-21-013045 · form4.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,155 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 17:43 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 246 | $84.61 | $20,814.06 |
DisclosureSEC source: 0000753308-21-000161 · edgar.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,905 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 13:43 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 349 | $73.43 | $25,627.07 |
DisclosureSEC source: 0000753308-21-000129 · edgar.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,659 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| May 12, 2021 Filed May 13, 2021 17:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016655 · form4.xml · nonDerivative · entry 3 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,967.561 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 12, 2021 Filed May 13, 2021 17:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016655 · form4.xml · nonDerivative · entry 2 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 11, 2021 Filed May 13, 2021 17:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016655 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,010 F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 16:45 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 325 | $75.52 | $24,544.00 |
DisclosureSEC source: 0000753308-21-000081 · edgar.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,310 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 18:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-21-000033 · edgar.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,557 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 11,026 shares deferred until reporting person's termination of Board service, including an aggregate of 64 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the deferred stock grant since the last report filed by the reporting person. F3 · balance_after: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 18:17 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 289 | $74.91 | $21,648.99 |
DisclosureSEC source: 0000753308-20-000212 · edgar.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,985 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. F4 · balance_after: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 15:45 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 59 | $295.70 | $17,446.30 |
DisclosureSEC source: 0000753308-20-000167 · edgar.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,174 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| July 14, 2020 Filed Jul 15, 2020 18:34 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 2,200 | $256.24 | $563,728.00 |
DisclosureSEC source: 0000753308-20-000136 · edgar.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,826 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2020. F2 · balance_after: Includes 2,730 shares deferred until reporting person's termination of Board service, including an aggregate of 15 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the deferred stock grant since the last report filed by the reporting person. Read SEC document |
| June 15, 2020 Filed Jun 16, 2020 16:07 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 72 | $248.57 | $17,897.04 |
DisclosureSEC source: 0000753308-20-000129 · edgar.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,115 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| May 14, 2020 Filed May 14, 2020 16:36 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016583 · form4.xml · nonDerivative · entry 3 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,107.561 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2020 Filed May 14, 2020 16:36 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016583 · form4.xml · nonDerivative · entry 2 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 14, 2020 Filed May 15, 2020 17:25 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-20-000119 · edgar.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,011 F1 · balance_after: Includes 2,715 shares deferred until reporting person's termination of Board service, including an aggregate of 15 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the deferred stock grant since the last report filed by the reporting person. Read SEC document |
| May 12, 2020 Filed May 14, 2020 16:36 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016583 · form4.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,710 F1 · security: Restricted stock unit award vesting one year after the date of grant. F1 · shares: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 17:37 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 118 | $201.37 | $23,761.66 |
DisclosureSEC source: 0000753308-20-000093 · edgar.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,043 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 15:05 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-20-000018 · edgar.xml · nonDerivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,431 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 2,700 shares deferred until reporting person's termination of Board service, including an aggregate of 14 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the deferred stock grant since the last report filed by the reporting person. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 13:17 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 74 | $239.47 | $17,720.78 |
DisclosureSEC source: 0000753308-19-000211 · edgar.xml · derivative · entry 1 BARRAT SHERRY S · CIK 0001182700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,925 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. 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.