Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | Director | May 12, 2026 | May 14, 2026 |
| MID AMERICA APARTMENT COMMUNITIES INC.MAA · Entity 3347 | Director | September 22, 2026 | September 23, 2026 |
| NEXTERA ENERGY INCNEE · Entity 2855 | EVP, HR & Corp Services | February 16, 2023 | February 21, 2023 |
| VALMONT INDUSTRIES INCVMI · Entity 3580 | Director | April 27, 2026 | April 28, 2026 |
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 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,650 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 1,110 · Balance 2,650 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. |
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.
MID AMERICA APARTMENT COMMUNITIES INC.
Report date September 22, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,570.129 |
Reported balance
After 2026-09-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-22 · Grant · Acquired 121 · Balance 1,570.129 F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 5,371 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,371 |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.
NEXTERA ENERGY INC
Report date February 16, 2023 · Filed February 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 143,348 |
Ending reported balance
After 2023-02-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-02-16 · Grant · Acquired 2,337 · Balance 132,204 F1: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3. Row 2 · 2023-02-16 · Grant · Acquired 19,264 · Balance 151,468 F2: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. Row 3 · 2023-02-16 · Tax withholding · Disposed 7,375 · Balance 144,093 F3: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 16, 2023 in settlement of performance share awards. Row 4 · 2023-02-16 · Tax withholding · Disposed 745 · Balance 143,348 F4: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 13, 2020, February 11, 2021 and February 17, 2022. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 18,003 |
Reported balance
After 2023-02-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-02-16 · Grant · Acquired 1,118 · Balance 18,003 F5: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($83.60 in 2022). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $75.69 · Expires 2033-02-16 | Direct | 18,079 |
Reported balance
After 2023-02-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-02-16 · Grant · Acquired 18,079 · Balance 18,079 F6: Options to buy 18,079 shares become exercisable in three substantially equal annual installments beginning on February 15, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan Trust | 13,205 |
Reported balance
Holding disclosure · report date 2023-02-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 13,205 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3.
F2: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3.
F3: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 16, 2023 in settlement of performance share awards.
F4: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 13, 2020, February 11, 2021 and February 17, 2022.
F5: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($83.60 in 2022). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries.
F6: Options to buy 18,079 shares become exercisable in three substantially equal annual installments beginning on February 15, 2024.
VALMONT INDUSTRIES INC
Report date April 27, 2026 · Filed April 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 920 |
Reported balance
After 2026-04-27 transaction · row 1
1 source rowRow 1 · 2026-04-27 · Grant · Acquired 341 · Balance 920 F1: Restricted stock unit award which vests on the anniversary of the grant date, unless deferred by the reporting person, and on vesting settled in an equal number of shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award which vests on the anniversary of the grant date, unless deferred by the reporting person, and on vesting settled in an equal number of shares of common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TERMINIX GLOBAL HOLDINGS INC
Report date October 12, 2022 · Filed October 14, 2022
Section 16 reporting ended · disclosed 2022-10-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-12 transaction · row 1
1 source rowRow 1 · 2022-10-12 · Disposition to issuer · Disposed 14,255 · Balance 0 F1: Represents shares of Terminix Global Holdings, Inc. ("Terminix") common stock disposed of in connection with the Agreement and Plan of Merger, dated as of December 13, 2021, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 14, 2022 (the "Merger Agreement"), by and among Terminix, Rentokil Initial plc ("Rentokil Initial") and certain of Rentokil Initial's subsidiaries. In accordance with the Merger Agreement, at the First Effective Time (as defined in the Merger Agreement), each share of Terminix common stock (other than certain excluded shares as described in the Merger Agreement) was converted into the right to receive at the prior election of the holder, either: (x) 1.4899 American depositary shares of Rentokil Initial ("Rentokil Initial ADSs"); or (y) $34.57 in cash and 0.1447 Rentokil Initial ADSs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Terminix Global Holdings, Inc. ("Terminix") common stock disposed of in connection with the Agreement and Plan of Merger, dated as of December 13, 2021, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 14, 2022 (the "Merger Agreement"), by and among Terminix, Rentokil Initial plc ("Rentokil Initial") and certain of Rentokil Initial's subsidiaries. In accordance with the Merger Agreement, at the First Effective Time (as defined in the Merger Agreement), each share of Terminix common stock (other than certain excluded shares as described in the Merger Agreement) was converted into the right to receive at the prior election of the holder, either: (x) 1.4899 American depositary shares of Rentokil Initial ("Rentokil Initial ADSs"); or (y) $34.57 in cash and 0.1447 Rentokil Initial ADSs.
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 10, 2021 Filed May 11, 2021 15:34 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 19,052 | $0.00 Strike: $25.91 | $0.00 |
DisclosureSEC source: 0000753308-21-000113 · edgar.xml · derivative · entry 7 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,996 Underlying: Common Stock · 19,052 shares Expires 2025-02-13 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 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2021. F6 · derivative.exercise_date: Options to buy 26,048 shares become exercisable in three substantially equal annual installments beginning on February 15, 2016. Read SEC document |
| May 10, 2021 Filed May 11, 2021 15:34 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,584 | $0.00 Strike: $23.32 | $0.00 |
DisclosureSEC source: 0000753308-21-000113 · edgar.xml · derivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,584 shares Expires 2024-02-14 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 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2021. F5 · derivative.exercise_date: Options to buy 20,584 shares become exercisable in three substantially equal annual installments beginning on February 15, 2015. Read SEC document |
| May 10, 2021 Filed May 11, 2021 15:34 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 11,079 | $75.50 | $836,475.58 |
DisclosureSEC source: 0000753308-21-000113 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,443 F2 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2021. F4 · price: Weighted average sale price. Reporting person sold 11,079 shares through a trade order executed by a broker-dealer at prices ranging from $75.37 to $75.70 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. Read SEC document |
| May 10, 2021 Filed May 11, 2021 15:34 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 28,557 | $75.04 | $2,142,974.39 |
DisclosureSEC source: 0000753308-21-000113 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,522 F2 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2021. F3 · price: Weighted average sale price. Reporting person sold 28,557 shares through a trade order executed by a broker-dealer at prices ranging from $74.36 to $75.36 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. Read SEC document |
| May 10, 2021 Filed May 11, 2021 15:34 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 19,052 | $25.91 | $493,542.06 |
DisclosureSEC source: 0000753308-21-000113 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,079 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 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2021. Read SEC document |
| May 10, 2021 Filed May 11, 2021 15:34 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 20,584 | $23.32 | $479,977.71 |
DisclosureSEC source: 0000753308-21-000113 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,027 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 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2021. Read SEC document |
| February 15, 2021 Filed Feb 16, 2021 14:48 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 948 | $83.13 | $78,807.24 |
DisclosureSEC source: 0000753308-21-000047 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,443 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted Februry 15, 2018, February 14, 2019 and Februry 13, 2020. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 14:48 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,378 | $0.00 Strike: $83.95 | $0.00 |
DisclosureSEC source: 0000753308-21-000047 · edgar.xml · derivative · entry 7 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,378 Underlying: Common Stock · 22,378 shares Expires 2031-02-11 F7 · derivative.exercise_date: Options to buy 22,378 shares become exercisable in three substantially equal annual installments beginning on February 15, 2022. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 14:48 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 1,084 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-21-000047 · edgar.xml · derivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,872 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($77.15 in 2020). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($77.15 in 2020). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($77.15 in 2020). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($77.15 in 2020). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($77.15 in 2020). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F6 · balance_after: Amount of Securities Owned has been adjusted to reflect the 4-for-1 split on October 26, 2020 of Issuer's common stock. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 14:48 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 10,536 | $83.95 | $884,497.20 |
DisclosureSEC source: 0000753308-21-000047 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,391 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 11, 2021 in settlement of performance share awards. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 14:48 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 27,768 | $83.95 | $2,331,123.60 |
DisclosureSEC source: 0000753308-21-000047 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,927 F2 · kind: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 14:48 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,711 | $83.95 | $143,638.45 |
DisclosureSEC source: 0000753308-21-000047 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,159 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 20:22 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 26,164 | $0.00 Strike: $20.14 | $0.00 |
DisclosureSEC source: 0000753308-20-000196 · edgar.xml · derivative · entry 5 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,164 shares Expires 2023-04-24 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. F6 · derivative.exercise_price: Reflects adjustment for Issuer's 4-for-1 stock split effective October 26, 2020. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on July 28, 2020. F6 · shares: Reflects adjustment for Issuer's 4-for-1 stock split effective October 26, 2020. F7 · derivative.exercise_date: The option, representing a right to buy shares, became exercisable in three substantially equal annual installments beginning on April 24, 2014. F6 · derivative.underlying_shares: Reflects adjustment for Issuer's 4-for-1 stock split effective October 26, 2020. Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 20:22 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 18,695 | $73.87 | $1,380,999.65 |
DisclosureSEC source: 0000753308-20-000196 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,448 F3 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on July 28, 2020. F5 · price: Weighted average sale price. Reporting person sold 18,695 shares through a trade order executed by a broker-dealer at prices ranging from $73.55 to $74.30 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: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 20:22 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 26,537 | $73.13 | $1,940,650.81 |
DisclosureSEC source: 0000753308-20-000196 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,143 F3 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on July 28, 2020. F4 · price: Weighted average sale price. Reporting person sold 26,537 shares through a trade order executed by a broker-dealer at prices ranging from $72.54 to $73.53 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: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 20:22 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 26,164 | $20.14 | $526,942.96 |
DisclosureSEC source: 0000753308-20-000196 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,680 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 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on July 28, 2020. F2 · 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 |
| May 26, 2020 Filed May 27, 2020 16:30 UTC | TERMINIX GLOBAL HOLDINGS INC SERV · Entity 123061 | GrantCommon Stock | 4,120 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-066435 · a4.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,867 F1 · price: Shares issued pursuant to the ServiceMaster Global Holdings, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 11, 2020 Filed Mar 11, 2020 16:09 UTC | TERMINIX GLOBAL HOLDINGS INC SERV · Entity 123061 | PurchaseCommon Stock | 2,000 | $33.33 | $66,653.20 |
DisclosureSEC source: 0001428875-20-000027 · certent-form4.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,747 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 324 | $278.52 | $90,240.48 |
DisclosureSEC source: 0000753308-20-000053 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,379 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 17, 2017, Februry 15, 2018 and February 14, 2019. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,277 | $0.00 Strike: $275.47 | $0.00 |
DisclosureSEC source: 0000753308-20-000053 · edgar.xml · derivative · entry 7 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,277 Underlying: Common Stock · 7,277 shares Expires 2030-02-13 F6 · derivative.exercise_date: Options to buy 7,277 shares become exercisable in three substantially equal annual installments beginning on February 15, 2021. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-20-000053 · edgar.xml · derivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,697 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 2,515 | $275.47 | $692,807.05 |
DisclosureSEC source: 0000753308-20-000053 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,703 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2020 in settlement of performance share awards. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 7,754 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-20-000053 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,218 F2 · kind: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 16:54 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-20-000053 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,464 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| July 26, 2019 Filed Jul 30, 2019 16:46 UTC | TERMINIX GLOBAL HOLDINGS INC SERV · Entity 123061 | GrantCommon Stock | 1,747 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001428875-19-000073 · certent-form4.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,747 F1 · price: Shares issued pursuant to the Servicemaster Global Holdings Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| May 14, 2019 Filed May 15, 2019 18:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 500 | $194.92 | $97,460.00 |
DisclosureSEC source: 0000753308-19-000128 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,977 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. Read SEC document |
| May 14, 2019 Filed May 15, 2019 18:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 2,476 | $194.34 | $481,185.84 |
DisclosureSEC source: 0000753308-19-000128 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,477 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F2 · price: Weighted average sale price. Reporting person sold 2,476 shares through a trade order executed by a broker-dealer at prices ranging from $193.85 to $194.82 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 18:00 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 277 | $184.04 | $50,979.08 |
DisclosureSEC source: 0000753308-19-000045 · edgar.xml · nonDerivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,953 F6 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 12, 2016, February 17, 2017 and Februry 15, 2018. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 18:00 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,985 | $0.00 Strike: $182.61 | $0.00 |
DisclosureSEC source: 0000753308-19-000045 · edgar.xml · derivative · entry 9 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,985 Underlying: Common Stock · 8,985 shares Expires 2029-02-14 F8 · derivative.exercise_date: Options to buy 2,995 shares become exercisable on each of 02/15/2020, 02/15/2021 and 02/15/2022. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 18:00 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 339 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-19-000045 · edgar.xml · derivative · entry 8 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,392 Underlying: Common Stock · Not disclosed shares Expires not disclosed F7 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($173.82 in 2018). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($173.82 in 2018). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($173.82 in 2018). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($173.82 in 2018). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($173.82 in 2018). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 18:00 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 1,610 | $182.61 | $294,002.10 |
DisclosureSEC source: 0000753308-19-000045 · edgar.xml · nonDerivative · entry 5 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,230 F5 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 14, 2019 in settlement of performance share awards. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 18:00 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 5,704 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-19-000045 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,840 F4 · kind: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 18:00 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-19-000045 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,136 F3 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 18:00 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 100 | $184.20 | $18,420.00 |
DisclosureSEC source: 0000753308-19-000045 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,497 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 18:00 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 2,954 | $183.47 | $541,979.24 |
DisclosureSEC source: 0000753308-19-000045 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,597 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F2 · price: Weighted average sale price. Reporting person sold 2,954 shares through a trade order executed by a broker-dealer at prices ranging from $183.11 to $184.06 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 17:32 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-18-000166 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,551 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 18:38 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,969 | $0.00 Strike: $154.43 | $0.00 |
DisclosureSEC source: 0000753308-18-000037 · edgar.xml · derivative · entry 7 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,969 Underlying: Common Stock · 8,969 shares Expires 2028-02-15 F6 · derivative.exercise_date: Options to buy 2,989 shares become exercisable on 02/15/2019 and options to buy 2,990 shares become exercisable on each of 02/15/2020 and 02/15/2021. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 18:38 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-18-000037 · edgar.xml · derivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,053 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($156.19 in 2017). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($156.19 in 2017). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($156.19 in 2017). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($156.19 in 2017). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($156.19 in 2017). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 18:38 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 334 | $154.43 | $51,579.62 |
DisclosureSEC source: 0000753308-18-000037 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,151 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 13, 2015, February 12, 2016 and February 17, 2017. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 18:38 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 1,227 | $154.43 | $189,485.61 |
DisclosureSEC source: 0000753308-18-000037 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,485 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 15, 2018 in settlement of performance share awards. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 18:38 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 4,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-18-000037 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,712 F2 · kind: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 18:38 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 681 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-18-000037 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,742 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 21:28 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,101 | $0.00 Strike: $126.86 | $0.00 |
DisclosureSEC source: 0000753308-17-000035 · edgar.xml · derivative · entry 7 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,101 Underlying: Common Stock · 11,101 shares Expires 2027-02-17 F6 · derivative.exercise_date: Options to buy 3,701 shares become exercisable on 02/15/2018 and options to buy 3,700 shares become exercisable on each of 02/15/2019 and 02/15/2020. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 21:28 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 342 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-17-000035 · edgar.xml · derivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,724 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($119.46 in 2016). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($119.46 in 2016). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($119.46 in 2016). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($119.46 in 2016). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($119.46 in 2016). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 21:28 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 410 | $126.86 | $52,012.60 |
DisclosureSEC source: 0000753308-17-000035 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,061 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 14, 2014, February 13, 2015 and February 12, 2016. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 21:28 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 1,086 | $126.86 | $137,769.96 |
DisclosureSEC source: 0000753308-17-000035 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,471 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 17, 2017 in settlement of performance share awards. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 21:28 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 3,972 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-17-000035 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,557 F2 · kind: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 21:28 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-17-000035 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,585 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 15, 2016 Filed Feb 16, 2016 20:16 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 436 | $111.67 | $48,688.12 |
DisclosureSEC source: 0000753308-16-000316 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,425 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 15, 2013, February 14, 2014 and February 13, 2015. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:16 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,542 | $0.00 Strike: $111.67 | $0.00 |
DisclosureSEC source: 0000753308-16-000316 · edgar.xml · derivative · entry 7 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,542 Underlying: Common Stock · 9,542 shares Expires 2026-02-12 F6 · derivative.exercise_date: Options to buy 3,180 shares become exercisable on 02/15/2017 and 3,181 shares become exercisable on each of 02/15/2018 and 02/15/2019. 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.