Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEXTERA ENERGY INCNEE · Entity 2855 | Director | March 08, 2023 | March 10, 2023 |
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.
NEXTERA ENERGY INC
Report date March 08, 2023 · Filed March 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,284 |
Reported balance
After 2023-03-08 transaction · row 1
1 source rowRow 1 · 2023-03-08 · Gift · Disposed 204 · Balance 59,284 |
| Common StockSEC Table I · non-derivative | IndirectWife's Estate | 800 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 800 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VALLEY NATIONAL BANCORP
Report date January 15, 2018 · Filed January 17, 2018
Section 16 reporting ended · disclosed 2018-01-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 193,547 |
Ending reported balance
After 2018-01-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-01-15 · Tax withholding · Disposed 9,449 · Balance 202,317 Row 2 · 2018-01-15 · Tax withholding · Disposed 7,241 · Balance 195,076 Row 3 · 2018-01-15 · Tax withholding · Disposed 1,529 · Balance 193,547 |
| Common StockSEC Table I · non-derivative | IndirectIRA Account | 14,594 |
Reported balance
Holding disclosure · report date 2018-01-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 14,594 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2007 Filed Feb 16, 2007 23:14 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001246310-07-000004 · edgar.xml · nonDerivative · entry 1 SCHUPP RUDY E · CIK 0001246310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 F1 · kind: Common stock granted pursuant to FPL Group, Inc. Non-Employee Directors Stock Plan. F2 · price: Not applicable. Read SEC document |
| February 16, 2006 Filed Feb 17, 2006 19:36 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 2,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001246310-06-000002 · edgar.xml · nonDerivative · entry 1 SCHUPP RUDY E · CIK 0001246310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 F1 · kind: Common stock granted pursuant to FPL Group, Inc. Non-Employee Directors Stock Plan. F2 · price: Not applicable. Read SEC document |
| July 29, 2005 Filed Aug 1, 2005 17:25 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001246310-05-000008 · edgar.xml · nonDerivative · entry 1 SCHUPP RUDY E · CIK 0001246310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 F1 · kind: Restricted stock grant made pursuant to the FPL Group, Inc. Non-Employee Directors Stock Plan. F2 · price: Not applicable Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.