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 |
|---|---|---|---|---|---|---|
| February 12, 2016 Filed Feb 16, 2016 20:16 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-16-000316 · edgar.xml · derivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,382 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 ($103.89 in 2015). 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 ($103.89 in 2015). 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 ($103.89 in 2015). 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 ($103.89 in 2015). 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 ($103.89 in 2015). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:16 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 1,139 | $111.67 | $127,192.13 |
DisclosureSEC source: 0000753308-16-000316 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,861 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 12, 2016 in settlement of performance share awards. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:16 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 4,168 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-16-000316 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 12, 2016 Filed Feb 16, 2016 20:16 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,583 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-16-000316 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,832 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| March 13, 2015 Filed Mar 16, 2015 18:35 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 996 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-15-000088 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,249 Read SEC document |
| February 15, 2015 Filed Feb 17, 2015 20:57 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 508 | $103.62 | $52,638.96 |
DisclosureSEC source: 0000753308-15-000054 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,245 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 17, 2012, February 15, 2013 and February 14, 2014. Read SEC document |
| February 13, 2015 Filed Feb 17, 2015 20:57 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,512 | $0.00 Strike: $103.62 | $0.00 |
DisclosureSEC source: 0000753308-15-000054 · edgar.xml · derivative · entry 7 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,512 Underlying: Common Stock · 6,512 shares Expires 2025-02-13 F6 · derivative.exercise_date: Options to buy 2,170 shares become exercisable on 02/15/2016 and options to buy 2,171 shares become exercisable on each of 02/15/2017 and 02/15/2018. Read SEC document |
| February 13, 2015 Filed Feb 17, 2015 20:57 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-15-000054 · edgar.xml · derivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,056 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 ($106.29 in 2014). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · 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 ($106.29 in 2014). 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 ($106.29 in 2014). 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 ($106.29 in 2014). 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 ($106.29 in 2014). 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 ($106.29 in 2014). 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, 2015 Filed Feb 17, 2015 20:57 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 1,240 | $103.62 | $128,488.80 |
DisclosureSEC source: 0000753308-15-000054 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,753 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2015 in settlement of performance share awards. Read SEC document |
| February 13, 2015 Filed Feb 17, 2015 20:57 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 4,537 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-15-000054 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,993 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, 2015 Filed Feb 17, 2015 20:57 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,396 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-15-000054 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,456 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| November 05, 2014 Filed Nov 6, 2014 16:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 1,253 | $103.27 | $129,397.31 |
DisclosureSEC source: 0000753308-14-000104 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,060 F1 · kind: Sale effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 7, 2014. Read SEC document |
| May 15, 2014 Filed May 16, 2014 15:27 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 29 | $96.27 | $2,791.83 |
DisclosureSEC source: 0001574454-14-000006 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,313 F1 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted May 19, 2011. Read SEC document |
| February 27, 2014 Filed Feb 28, 2014 15:11 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 2,253 | $90.45 | $203,783.85 |
DisclosureSEC source: 0001574454-14-000004 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,342 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on November 22, 2013. Read SEC document |
| February 15, 2014 Filed Feb 18, 2014 16:43 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 564 | $93.27 | $52,604.28 |
DisclosureSEC source: 0001574454-14-000002 · edgar.xml · nonDerivative · entry 4 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,595 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 18, 2011, February 17, 2012 and February 15, 2013. Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 16:43 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 5,146 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001574454-14-000002 · edgar.xml · derivative · entry 7 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,146 Underlying: Common Stock · 5,146 shares Expires 2024-02-14 F6 · derivative.exercise_date: Options to buy 1,716 shares become exercisable on 02/15/2015 and options to buy 1,715 shares become exercisable on each of 02/15/2016 and 02/15/2017. Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 16:43 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574454-14-000002 · edgar.xml · derivative · entry 6 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760 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 ($85.62 in 2013). 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 ($85.62 in 2013). 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 ($85.62 in 2013). 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 ($85.62 in 2013). 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 ($85.62 in 2013). 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, 2014 Filed Feb 18, 2014 16:43 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 1,119 | $93.27 | $104,369.13 |
DisclosureSEC source: 0001574454-14-000002 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,159 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 14, 2014 in settlement of performance share awards. Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 16:43 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 4,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001574454-14-000002 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,278 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 14, 2014 Filed Feb 18, 2014 16:43 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001574454-14-000002 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,183 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| May 15, 2013 Filed May 16, 2013 14:31 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 622 | $0.00 | $0.00 |
DisclosureSEC source: 0001574454-13-000007 · edgar.xml · nonDerivative · entry 3 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,923 Read SEC document |
| May 15, 2013 Filed May 16, 2013 14:31 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 34 | $81.16 | $2,759.44 |
DisclosureSEC source: 0001574454-13-000007 · edgar.xml · nonDerivative · entry 2 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,545 F3 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted May 19, 2011. Read SEC document |
| May 14, 2013 Filed May 16, 2013 14:31 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 5,371 | $79.92 | $429,271.80 |
DisclosureSEC source: 0001574454-13-000007 · edgar.xml · nonDerivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,579 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2013. F2 · price: Weighted average sale price. Reporting person sold 5,371 shares through a trade order executed by a broker-dealer at prices ranging from $79.84 to $80.08 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 |
| April 24, 2013 Filed Apr 25, 2013 18:30 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,541 | $0.00 Strike: $80.56 | $0.00 |
DisclosureSEC source: 0001574454-13-000005 · edgar.xml · derivative · entry 1 Caplan Deborah H · CIK 0001574454 · EVP, HR & Corp Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,541 Underlying: Common Stock · 6,541 shares Expires 2023-04-24 F1 · derivative.exercise_date: Options to buy 2,181 shares become exercisable on 04/24/2014 and options to buy 2,180 shares become exercisable on each of 04/24/2015 and 04/24/2016. 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.