Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HUNT J B TRANSPORT SERVICES INCJBHT · Entity 3196 | Director | May 28, 2026 | June 01, 2026 |
| Kayne Anderson BDC, Inc.KBDC · Entity 5031 | Director | September 28, 2026 | September 30, 2026 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Director · Executive Chairman | March 09, 2022 | March 10, 2022 |
| XPLR Infrastructure, LPNEP · Entity 4899 | Director · Chairman & CEO | February 22, 2022 | February 23, 2022 |
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.
HUNT J B TRANSPORT SERVICES INC
Report date May 28, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,113 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Other · Acquired 37,856 · Balance 80,113 F1: On May 28, 2026, the reporting person and his spouse withdrew 37,856 shares of common stock of the Issuer from a grantor retained annuity trust established for the benefit of himself and his two adult children. In exchange for the shares, the reporting person contributed to the trust an amount of cash equal to the value of the shares as determined based on the average of the high and low trading prices of the Issuer's common stock as reported on May 28, 2026. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. The reporting person believes that this withdrawal of shares from the trust constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. |
| Common StockSEC Table I · non-derivative | IndirectBy grantor retained annuity trust | 37,575 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 37,575 F1: On May 28, 2026, the reporting person and his spouse withdrew 37,856 shares of common stock of the Issuer from a grantor retained annuity trust established for the benefit of himself and his two adult children. In exchange for the shares, the reporting person contributed to the trust an amount of cash equal to the value of the shares as determined based on the average of the high and low trading prices of the Issuer's common stock as reported on May 28, 2026. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. The reporting person believes that this withdrawal of shares from the trust constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 28, 2026, the reporting person and his spouse withdrew 37,856 shares of common stock of the Issuer from a grantor retained annuity trust established for the benefit of himself and his two adult children. In exchange for the shares, the reporting person contributed to the trust an amount of cash equal to the value of the shares as determined based on the average of the high and low trading prices of the Issuer's common stock as reported on May 28, 2026. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. The reporting person believes that this withdrawal of shares from the trust constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.
Kayne Anderson BDC, Inc.
Report date September 28, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectVentus Capital, LLC | 766,716 |
Reported balance
After 2026-09-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-28 · Purchase · Acquired 146,755 · Balance 766,716 F1: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. |
| Common StockSEC Table I · non-derivative | IndirectVentus Capital KABDC, LLC | 1,738,174 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,738,174 F1: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC.
NEXTERA ENERGY INC
Report date March 09, 2022 · Filed March 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,414,220 |
Reported balance
After 2022-03-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-09 · Gift · Disposed 10,200 · Balance 1,414,220 F1: Transfer of shares by the reporting person to the James L. Robo Gifting Trust, the trustee of which is the reporting person's spouse, and the beneficiaries of which are the reporting person's spouse and descendants. F2: Includes a total of 199,760 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3: Includes a total of 918,985 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. |
| Common StockSEC Table I · non-derivative | IndirectJames L. Robo Gifting Trust | 440,728 |
Reported balance
After 2022-03-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-03-09 · Gift · Acquired 10,200 · Balance 440,728 F1: Transfer of shares by the reporting person to the James L. Robo Gifting Trust, the trustee of which is the reporting person's spouse, and the beneficiaries of which are the reporting person's spouse and descendants. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 108,960 |
Reported balance
Holding disclosure · report date 2022-03-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 108,960 |
| Common StockSEC Table I · non-derivative | IndirectSpouse's Gifting Trust | 294,200 |
Reported balance
Holding disclosure · report date 2022-03-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 294,200 |
| Common StockSEC Table I · non-derivative | Indirect2018 Spouse's Gifting Trust | 125,168 |
Reported balance
Holding disclosure · report date 2022-03-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 125,168 |
| Common StockSEC Table I · non-derivative | IndirectBy Rabbi Trust | 309,256 |
Reported balance
Holding disclosure · report date 2022-03-09 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 309,256 F4: Deferred shares held by Trustee of grantor trust in which reporting person has a pecuniary interest only. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan Trust | 19,816 |
Reported balance
Holding disclosure · report date 2022-03-09 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 19,816 |
Filing footnotes · ownership attribution and instrument terms
F1: Transfer of shares by the reporting person to the James L. Robo Gifting Trust, the trustee of which is the reporting person's spouse, and the beneficiaries of which are the reporting person's spouse and descendants.
F2: Includes a total of 199,760 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period.
F3: Includes a total of 918,985 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries.
F4: Deferred shares held by Trustee of grantor trust in which reporting person has a pecuniary interest only.
XPLR Infrastructure, LP
Report date February 22, 2022 · Filed February 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units Representing Limited Partner InterestsSEC Table I · non-derivative | Direct | 193,348 |
Ending reported balance
After 2022-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-22 · Grant · Acquired 7,380 · Balance 199,077 F1: Restricted Common units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3. Row 2 · 2022-02-22 · Tax withholding · Disposed 5,729 · Balance 193,348 F2: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 19, 2019, February 18, 2020 and February 16, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Common units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3.
F2: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 19, 2019, February 18, 2020 and February 16, 2021.
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 |
|---|---|---|---|---|---|---|
| September 28, 2026 Filed Sep 30, 2026 20:08 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 146,755 | $13.03 | $1,912,657.92 |
DisclosureSEC source: 0001183254-26-000008 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital, LLC Disclosed balance after: 766,716 F1 · ownership.nature: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. Read SEC document |
| September 24, 2026 Filed Sep 25, 2026 15:12 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 105,000 | $13.05 | $1,369,830.00 |
DisclosureSEC source: 0001183254-26-000007 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital, LLC Disclosed balance after: 619,961 F1 · ownership.nature: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. Read SEC document |
| September 23, 2026 Filed Sep 23, 2026 20:32 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 94,120 | $13.08 | $1,230,995.48 |
DisclosureSEC source: 0001183254-26-000006 · primary_doc.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital, LLC Disclosed balance after: 514,961 F1 · ownership.direct: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. F1 · ownership.nature: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. Read SEC document |
| September 22, 2026 Filed Sep 23, 2026 20:32 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 20,841 | $13.14 | $273,746.54 |
DisclosureSEC source: 0001183254-26-000006 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital, LLC Disclosed balance after: 420,841 F1 · ownership.nature: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. Read SEC document |
| September 16, 2026 Filed Sep 16, 2026 21:00 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 340,000 | $13.04 | $4,432,920.00 |
DisclosureSEC source: 0001183254-26-000005 · primary_doc.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital, LLC Disclosed balance after: 400,000 F1 · ownership.nature: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. Read SEC document |
| September 14, 2026 Filed Sep 16, 2026 21:00 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 60,000 | $13.02 | $781,020.00 |
DisclosureSEC source: 0001183254-26-000005 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital, LLC Disclosed balance after: 60,000 F1 · ownership.nature: The Reporting Person is the Manager of Ventus Capital, LLC and Chairman of the Board of Directors of KBDC. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 13:00 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | OtherCommon Stock | 37,856 | $270.24 | $10,230,205.44 |
DisclosureSEC source: 0001183254-26-000004 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,113 F1 · kind: On May 28, 2026, the reporting person and his spouse withdrew 37,856 shares of common stock of the Issuer from a grantor retained annuity trust established for the benefit of himself and his two adult children. In exchange for the shares, the reporting person contributed to the trust an amount of cash equal to the value of the shares as determined based on the average of the high and low trading prices of the Issuer's common stock as reported on May 28, 2026. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. The reporting person believes that this withdrawal of shares from the trust constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 22:24 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GrantCommon Stock | 1,359 | $253.71 | $344,791.89 |
DisclosureSEC source: 0001183254-26-000003 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,257 F1 · kind: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. F2 · balance_after: Reflects the transfer of an aggregate of 38,304 shares, which were previously beneficially owned indirectly by the reporting person, from the reporting person's grantor retained annuity trust to the reporting person on March 4, 2026 (37,146 shares) and March 11, 2026 (1,158 shares). Read SEC document |
| May 28, 2025 Filed May 30, 2025 18:44 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 43,020 | $15.84 | $681,436.80 |
DisclosureSEC source: 0001638397-25-000016 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital KABDC, LLC Disclosed balance after: 1,616,488.763 F1 · kind: Shares purchased in a private transaction from Albert Rabil, an interested Director of KBDC. The Reporting Person in this filing is the Manager of Ventus Capital KABDC, LLC and is the Chairman of the Board of Directors of KBDC. Read SEC document |
| May 28, 2025 Filed Mar 28, 2026 00:11 UTC Amendment | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 121,686 | $15.84 | $1,927,506.24 |
DisclosureSEC source: 0001183254-26-000001 · primary_doc.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital KABDC, LLC Disclosed balance after: 1,738,174.763 F1 · kind: Shares purchased in a private transaction from Albert Rabil, an interested Director of KBDC. The Reporting Person in this filing is the Manager of Ventus Capital KABDC, LLC and is the Chairman of the Board of Directors of KBDC. F2 · kind: The original Form 4 filing on 5/30/2025 mistakenly omitted the purchase of the 121,686 shares, and only listed the purchase of the 43,020 shares. We are filing this amended Form 4 to correct this omission. Read SEC document |
| May 28, 2025 Filed Mar 28, 2026 00:11 UTC Amendment | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 43,020 | $15.84 | $681,436.80 |
DisclosureSEC source: 0001183254-26-000001 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital KABDC, LLC Disclosed balance after: 1,616,488.763 F1 · kind: Shares purchased in a private transaction from Albert Rabil, an interested Director of KBDC. The Reporting Person in this filing is the Manager of Ventus Capital KABDC, LLC and is the Chairman of the Board of Directors of KBDC. Read SEC document |
| April 24, 2025 Filed Apr 28, 2025 16:08 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GrantCommon Stock | 2,594 | $132.98 | $344,950.12 |
DisclosureSEC source: 0001562180-25-003256 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,594 F1 · kind: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 19:46 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | OtherCommon Stock | 24,972 | $165.25 | $4,126,498.14 |
DisclosureSEC source: 0001562180-25-001669 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,735 F1 · kind: On February 24, 2025, the reporting person and his spouse withdrew 24,972 shares of common stock of the Issuer from a grantor retained annuity trust established for the benefit of himself and his two adult children. In exchange for the shares, the reporting person contributed to the trust an amount of cash equal to the value of the shares as determined based on the average of the high and low trading prices of the Issuer's common stock as reported on February 24, 2025. As a result of the withdrawal of shares from the trust, the reporting person no longer beneficially owns any shares indirectly through the trust, but now directly owns a correspondingly increased number of shares. The reporting person believes that this withdrawal of shares from the trust constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 18:44 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | PurchaseCommon Stock | 23,585 | $169.48 | $3,997,185.80 |
DisclosureSEC source: 0001562180-25-001230 · primarydocument.xml · nonDerivative · entry 4 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,763 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $169.23 to $169.95, inclusive. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 18:44 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | PurchaseCommon Stock | 5,920 | $168.92 | $1,000,006.40 |
DisclosureSEC source: 0001562180-25-001230 · primarydocument.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,178 F4 · price: These shares were purchased in multiple transactions, each at the price of $168.92, inclusive Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 18:44 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | PurchaseCommon Stock | 6,002 | $166.57 | $999,753.14 |
DisclosureSEC source: 0001562180-25-001230 · primarydocument.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,258 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $166.53 to $166.61, inclusive. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 18:44 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | PurchaseCommon Stock | 23,940 | $167.19 | $4,002,528.60 |
DisclosureSEC source: 0001562180-25-001230 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,256 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $166.81 to $167.70, inclusive. The reporting person undertakes to provide to J.B. Hunt Transport Services, Inc., any security holder of J.B. Hunt Transport Services, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1), (3), (4), and (5) to this Form 4. F2 · balance_after: The reporting person's direct beneficial ownership includes 27,240 shares previously owned indirectly which were transferred from the reporting person's grantor retained annuity trust to the reporting person on July 24, 2024. Read SEC document |
| May 22, 2024 Filed May 23, 2024 20:42 UTC | Kayne Anderson BDC, Inc. KBDC · Entity 5031 | PurchaseCommon Stock | 60,132 | $16.63 | $999,995.16 |
DisclosureSEC source: 0001638397-24-000013 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital KABDC, LLC Disclosed balance after: 1,573,468.763 F1 · ownership.nature: The Reporting Person is the Manager of Ventus Capital KABDC, LLC. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 12:51 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GrantCommon Stock | 2,076 | $163.74 | $339,924.24 |
DisclosureSEC source: 0001562180-24-003535 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,665 F1 · kind: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. Read SEC document |
| April 25, 2024 Filed Feb 18, 2025 15:45 UTC Amendment | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GrantCommon Stock | 2,076 | $163.74 | $339,924.24 |
DisclosureSEC source: 0001562180-25-001225 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,076 F1 · kind: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. F2 · balance_after: This amended Form 4 is being filed solely to correct the reporting persons beneficial ownership, which was incorrectly reported in the original report. The reporting person's indirect beneficial ownership includes 52,212 shares previously owned directly which were transferred from the reporting person to a grantor retained annuity trust for the benefit of himself and his two adult children on May 2, 2023. The reporting person's wife serves as trustee of the trust. Read SEC document |
| April 15, 2024 Filed Apr 16, 2024 20:56 UTC | Kayne Anderson BDC, Inc. None · Entity 5031 | PurchaseCommon Stock | 387,620.505 | $16.63 | $6,446,129.00 |
DisclosureSEC source: 0001638397-24-000010 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital KABDC, LLC Disclosed balance after: 1,513,336.763 F1 · date: The effective purchase date of these shares is April 2, 2024, however, the number of shares purchased was not known until the net asset value of the fund was finalized on April 15, 2024. Read SEC document |
| April 28, 2023 Filed Apr 28, 2023 19:16 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GrantCommon Stock | 1,572 | $170.07 | $267,350.04 |
DisclosureSEC source: 0001562180-23-003722 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,589 F1 · kind: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. Read SEC document |
| April 27, 2023 Filed May 1, 2023 15:43 UTC Amendment | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GrantCommon Stock | 1,572 | $170.07 | $267,350.04 |
DisclosureSEC source: 0001562180-23-003738 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,212 F1 · date: This amendment is being filed to correct the date of the reported transaction, which was incorrectly reported in the original Form 4, and to correct the reporting person's beneficial ownership to reflect that all of the reporting person's shares are beneficially owned directly. F2 · kind: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. F1 · balance_after: This amendment is being filed to correct the date of the reported transaction, which was incorrectly reported in the original Form 4, and to correct the reporting person's beneficial ownership to reflect that all of the reporting person's shares are beneficially owned directly. F3 · balance_after: This amended Form 4 is being filed to correct the reporting person's beneficial ownership to reflect that all of the reporting person's shares are beneficially owned directly. The reporting person's direct beneficial ownership includes 19,623 shares previously owned indirectly which were transferred from the reporting person's grantor retained annuity trust to the reporting person on February 7, 2023. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 21:50 UTC | Kayne Anderson BDC, Inc. None · Entity 5031 | PurchaseCommon Stock | 905,557.783 | $16.61 | $15,041,677.00 |
DisclosureSEC source: 0001638397-23-000013 · primary_doc.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Ventus Capital KABDC, LLC Disclosed balance after: 1,125,481.772 F1 · shares: The March 31st net asset value for Kayne Anderson BDC, Inc. is not yet final. As such, the amount of securities reported herein and the corresponding price per share are estimates. F1 · price: The March 31st net asset value for Kayne Anderson BDC, Inc. is not yet final. As such, the amount of securities reported herein and the corresponding price per share are estimates. F1 · balance_after: The March 31st net asset value for Kayne Anderson BDC, Inc. is not yet final. As such, the amount of securities reported herein and the corresponding price per share are estimates. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 16:20 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GrantCommon Stock | 1,460 | $174.59 | $254,901.40 |
DisclosureSEC source: 0001562180-22-003572 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,017 F1 · kind: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 21:18 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 10,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007320 · form4.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · James L. Robo Gifting Trust Disclosed balance after: 440,728 F1 · kind: Transfer of shares by the reporting person to the James L. Robo Gifting Trust, the trustee of which is the reporting person's spouse, and the beneficiaries of which are the reporting person's spouse and descendants. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 21:18 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 10,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007320 · form4.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,414,220 F1 · kind: Transfer of shares by the reporting person to the James L. Robo Gifting Trust, the trustee of which is the reporting person's spouse, and the beneficiaries of which are the reporting person's spouse and descendants. F2 · balance_after: Includes a total of 199,760 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 918,985 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 21:07 UTC | XPLR Infrastructure, LP NEP · Entity 4899 | Tax withholdingCommon Units Representing Limited Partner Interests | 5,729 | $71.13 | $407,503.77 |
DisclosureSEC source: 0001062993-22-005313 · form4.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,348 F2 · kind: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 19, 2019, February 18, 2020 and February 16, 2021. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 21:07 UTC | XPLR Infrastructure, LP NEP · Entity 4899 | GrantCommon Units Representing Limited Partner Interests | 7,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-005313 · form4.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,077 F1 · kind: Restricted Common units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 180,688 | $0.00 Strike: $75.38 | $0.00 |
DisclosureSEC source: 0001062993-22-005174 · form4.xml · derivative · entry 12 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,688 Underlying: Common Stock · 180,688 shares Expires 2032-02-17 F9 · derivative.exercise_date: Options to buy 180,688 shares become exercisable in three substantially equal annual installments beginning on February 15, 2023. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 5,591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-005174 · form4.xml · derivative · entry 11 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,176 Underlying: Common Stock · 0 shares Expires not disclosed F8 · 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 ($93.36 in 2021). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F8 · 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 ($93.36 in 2021). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F8 · 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 ($93.36 in 2021). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F8 · 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 ($93.36 in 2021). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F8 · 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 ($93.36 in 2021). 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, 2022 Filed Feb 22, 2022 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 2,268 | $75.38 | $170,961.84 |
DisclosureSEC source: 0001062993-22-005174 · form4.xml · nonDerivative · entry 4 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,424,420 F6 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 14, 2019, February 13, 2020 and February 11, 2021. F2 · balance_after: Includes a total of 199,760 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 918,985 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 138,927 | $75.38 | $10,472,317.26 |
DisclosureSEC source: 0001062993-22-005174 · form4.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426,688 F5 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 17, 2022 in settlement of performance share awards. F2 · balance_after: Includes a total of 199,760 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 918,985 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 353,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-005174 · form4.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565,615 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. F2 · balance_after: Includes a total of 199,760 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 918,985 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-005174 · form4.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,212,559 F1 · kind: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3. F2 · balance_after: Includes a total of 199,760 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 918,985 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 13:09 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | PurchaseCommon Stock | 64,691 | $77.26 | $4,998,285.42 |
DisclosureSEC source: 0001062993-22-001929 · form4.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,209,774 F1 · price: Weighted average purchase price. Reporting person purchased 64,691 shares through a trade order executed by a broker-dealer at prices ranging from $77.04 to $77.57 per share. The reporting person hereby undertakes to provide full information regarding the number of shares purchased at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. F2 · balance_after: Includes a total of 199,760 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"), including 2,766 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the Deferred Shares Grant since the last report filed by the reporting person. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 918,985 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries, including an aggregate of 13,092 deferred shares deemed acquired pursuant to a dividend reinvestment feature since the last report filed by the Reporting Person. Read SEC document |
| August 30, 2021 Filed Feb 11, 2022 17:38 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GiftCommon Stock | 6,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001357 · primarydocument.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,557 Read SEC document |
| August 30, 2021 Filed Feb 11, 2022 17:38 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GiftCommon Stock | 6,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001357 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By grantor retained annuity trust Disclosed balance after: 19,623 Read SEC document |
| May 11, 2021 Filed May 12, 2021 20:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 55,049 | $73.89 | $4,067,570.61 |
DisclosureSEC source: 0000753308-21-000115 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,129,225 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2020. F5 · price: Weighted average sale price. Reporting person sold 55,049 shares through a trade order executed by a broker-dealer at prices ranging from $73.710 to $74.110 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. F2 · balance_after: Includes a total of 196,994 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"), including an aggregate of 999 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the Deferred Shares Grant since the last report filed by the reporting person. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 905,893 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries, including an aggregate of 4,722 deferred shares deemed acquired pursuant to a dividend reinvestment feature. Read SEC document |
| May 11, 2021 Filed May 12, 2021 20:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 62,951 | $73.26 | $4,611,601.41 |
DisclosureSEC source: 0000753308-21-000115 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184,274 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2020. F4 · price: Weighted average sale price. Reporting person sold 62,951 shares through a trade order executed by a broker-dealer at prices ranging from $72.705 to $73.705 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. F2 · balance_after: Includes a total of 196,994 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"), including an aggregate of 999 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the Deferred Shares Grant since the last report filed by the reporting person. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 905,893 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries, including an aggregate of 4,722 deferred shares deemed acquired pursuant to a dividend reinvestment feature. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 19:41 UTC | HUNT J B TRANSPORT SERVICES INC JBHT · Entity 3196 | GrantCommon Stock | 1,444 | $169.59 | $244,887.96 |
DisclosureSEC source: 0001562180-21-002925 · primarydocument.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,227 F1 · kind: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 19:18 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 2,400 | $76.68 | $184,032.00 |
DisclosureSEC source: 0000753308-21-000072 · edgar.xml · nonDerivative · entry 4 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,241,504 F4 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2020. F6 · price: Weighted average sale price. Reporting person sold 2,400 shares through a trade order executed by a broker-dealer at prices ranging from $76.520 to $76.815 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. F2 · balance_after: Includes a total of 195,995 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 901,171 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 19:18 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 115,600 | $76.01 | $8,786,756.00 |
DisclosureSEC source: 0000753308-21-000072 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243,904 F4 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2020. F5 · price: Weighted average sale price. Reporting person sold 115,600 shares through a trade order executed by a broker-dealer at prices ranging from $75.505 to $76.500 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. F2 · balance_after: Includes a total of 195,995 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 901,171 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 25, 2021 Filed Mar 3, 2021 19:18 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 108,960 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-21-000072 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 108,960 F1 · kind: Gift of shares to reporting person's spouse. Read SEC document |
| February 25, 2021 Filed Mar 3, 2021 19:18 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 108,960 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-21-000072 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,359,504 F1 · kind: Gift of shares to reporting person's spouse. F2 · balance_after: Includes a total of 195,995 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"). Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 901,171 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 22:07 UTC | XPLR Infrastructure, LP NEP · Entity 4899 | Tax withholdingCommon Units Representing Limited Partner Interests | 6,654 | $80.03 | $532,519.62 |
DisclosureSEC source: 0001603145-21-000026 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,697 F2 · kind: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 19, 2019 and February 18, 2020. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 22:07 UTC | XPLR Infrastructure, LP NEP · Entity 4899 | GrantCommon Units Representing Limited Partner Interests | 11,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001603145-21-000026 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,351 F1 · kind: Restricted Common Units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 15, 2021 Filed Feb 16, 2021 14:37 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 2,734 | $83.13 | $227,277.42 |
DisclosureSEC source: 0000753308-21-000043 · edgar.xml · nonDerivative · entry 4 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,468,464 F6 · 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. F2 · balance_after: Includes a total of 195,995 shares deferred pursuant to the terms of a deferred stock grant under Issuer's Amended and Restated 2011 Long Term Incentive Plan (the "Deferred Shares Grant"), including 911 deferred shares deemed acquired pursuant to a dividend reinvestment feature under the Deferred Shares Grant since the last report filed by the reporting person. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. F3 · balance_after: Includes a total of 901,171 shares deferred until reporting person's termination of employment with the Issuer and its subsidiaries, including an aggregate of 4,178 deferred shares deemed acquired pursuant to a dividend reinvestment feature since the last report filed by the Reporting Person. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 14:37 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 326,417 | $0.00 Strike: $83.95 | $0.00 |
DisclosureSEC source: 0000753308-21-000043 · edgar.xml · derivative · entry 11 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,417 Underlying: Common Stock · 326,417 shares Expires 2031-02-11 F10 · derivative.exercise_date: Options to buy 326,417 shares become exercisable in three substantially equal annual installments beginning on February 15, 2022. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 14:37 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 6,337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-21-000043 · edgar.xml · derivative · entry 10 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,585 Underlying: Common Stock · Not disclosed shares Expires not disclosed F8 · 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. F8 · 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. F8 · 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. F8 · 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. F8 · 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. F9 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.