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 |
|---|---|---|---|---|---|---|
| February 12, 2016 Filed Feb 16, 2016 22:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 21,518 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-16-000328 · 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: 291,258 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. F2 · balance_after: Includes a total of 43,114 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 674 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. Read SEC document |
| July 10, 2015 Filed Jul 13, 2015 15:29 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $41.76 | $0.00 |
DisclosureSEC source: 0000753308-15-000199 · edgar.xml · derivative · entry 9 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2016-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2014. F7 · derivative.exercise_date: The option, representing a right to buy 50,000 shares, became exercisable in three substantially equal annual installments beginning on February 16, 2007. Read SEC document |
| July 10, 2015 Filed Jul 13, 2015 15:29 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 44,900 | $101.94 | $4,577,061.10 |
DisclosureSEC source: 0000753308-15-000199 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,066 F3 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2014. F5 · price: Weighted average sale price. Reporting person sold 44,900 shares through a trade order executed by a broker-dealer at prices ranging from $101.57 to $102.27 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 42,440 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. Read SEC document |
| July 10, 2015 Filed Jul 13, 2015 15:29 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 5,100 | $101.26 | $516,441.30 |
DisclosureSEC source: 0000753308-15-000199 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,966 F3 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2014. F4 · price: Weighted average sale price. Reporting person sold 5,100 shares through a trade order executed by a broker-dealer at prices ranging from $100.56 to $101.53 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. F2 · balance_after: Includes a total of 42,440 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. Read SEC document |
| July 10, 2015 Filed Jul 13, 2015 15:29 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 50,000 | $41.76 | $2,088,000.00 |
DisclosureSEC source: 0000753308-15-000199 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,066 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2014. F2 · balance_after: Includes a total of 42,440 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. Read SEC document |
| July 01, 2015 Filed Jul 2, 2015 15:59 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 35,629 | $98.43 | $3,506,962.47 |
DisclosureSEC source: 0000753308-15-000197 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,066 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired July 1, 2015 in settlement of performance share awards. F2 · balance_after: Includes a total of 42,440 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 640 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. Read SEC document |
| July 01, 2015 Filed Jul 2, 2015 15:59 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 84,934 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-15-000197 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,695 F1 · 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 42,440 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 640 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. Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 00:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 7,011 | $103.62 | $726,479.82 |
DisclosureSEC source: 0000753308-15-000069 · 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: 219,121 F5 · 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. F2 · balance_after: Includes a total of 41,800 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 299 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. Read SEC document |
| February 13, 2015 Filed Feb 18, 2015 00:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 78,744 | $0.00 Strike: $103.62 | $0.00 |
DisclosureSEC source: 0000753308-15-000069 · 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: 78,744 Underlying: Common Stock · 78,744 shares Expires 2025-02-13 F8 · derivative.exercise_date: Options to buy 26,248 shares become exercisable on each of 02/15/2016, 02/15/2017 and 02/15/2018. Read SEC document |
| February 13, 2015 Filed Feb 18, 2015 00:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 2,043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-15-000069 · 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: 19,703 Underlying: Common Stock · Not disclosed shares Expires not disclosed F7 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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. F7 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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. F7 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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. F7 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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. F7 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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 18, 2015 00:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 16,397 | $103.62 | $1,699,057.14 |
DisclosureSEC source: 0000753308-15-000069 · 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: 226,132 F4 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2015 in settlement of performance share awards. F2 · balance_after: Includes a total of 41,800 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 299 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. Read SEC document |
| February 13, 2015 Filed Feb 18, 2015 00:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 39,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-15-000069 · 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: 242,529 F3 · 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 41,800 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 299 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. Read SEC document |
| February 13, 2015 Filed Feb 18, 2015 00:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 21,496 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-15-000069 · 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: 203,441 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. F2 · balance_after: Includes a total of 41,800 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 299 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. Read SEC document |
| December 08, 2014 Filed Dec 9, 2014 19:10 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-14-000154 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's Gifting Trust Disclosed balance after: 73,550 F2 · kind: Transfer of shares by the reporting person's spouse to the spouse's Gifting Trust, the trustee of which is the reporting person, and the beneficiaries of which are the reporting person's spouse's descendants. F3 · ownership.nature: Trustee is reporting person and beneficiaries are reporting person's spouse's descendants. Read SEC document |
| December 08, 2014 Filed Dec 9, 2014 19:10 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-14-000154 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 3,356 F2 · kind: Transfer of shares by the reporting person's spouse to the spouse's Gifting Trust, the trustee of which is the reporting person, and the beneficiaries of which are the reporting person's spouse's descendants. Read SEC document |
| March 04, 2014 Filed Mar 5, 2014 15:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,080 | $0.00 Strike: $36.95 | $0.00 |
DisclosureSEC source: 0001183254-14-000006 · edgar.xml · derivative · entry 10 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,080 shares Expires 2015-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 5, 2013. F6 · derivative.exercise_date: The option, representing a right to buy 60,000 shares, became exercisable in three substantially equal annual installments beginning on January 3, 2006, which was the first anniversary of the date on which the option was granted. Read SEC document |
| March 04, 2014 Filed Mar 5, 2014 15:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 21,080 | $36.95 | $778,906.00 |
DisclosureSEC source: 0001183254-14-000006 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,714 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 5, 2013. F2 · balance_after: Includes 40,569 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. Read SEC document |
| March 03, 2014 Filed Mar 5, 2014 15:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 38,920 | $0.00 Strike: $36.95 | $0.00 |
DisclosureSEC source: 0001183254-14-000006 · edgar.xml · derivative · entry 9 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,080 Underlying: Common Stock · 38,920 shares Expires 2015-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 5, 2013. F6 · derivative.exercise_date: The option, representing a right to buy 60,000 shares, became exercisable in three substantially equal annual installments beginning on January 3, 2006, which was the first anniversary of the date on which the option was granted. Read SEC document |
| March 03, 2014 Filed Mar 5, 2014 15:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 38,920 | $90.49 | $3,521,870.80 |
DisclosureSEC source: 0001183254-14-000006 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,634 F3 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 5, 2013. F4 · price: Weighted average sale price. Reporting person sold 38,920 shares through a trade order executed by a broker-dealer at prices ranging from $90.32 to $90.87 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 40,569 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. Read SEC document |
| March 03, 2014 Filed Mar 5, 2014 15:15 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 38,920 | $36.95 | $1,438,094.00 |
DisclosureSEC source: 0001183254-14-000006 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,554 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on August 5, 2013. F2 · balance_after: Includes 40,569 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. Read SEC document |
| February 26, 2014 Filed Feb 27, 2014 15:40 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 5,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-14-000004 · edgar.xml · nonDerivative · entry 4 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,456 F3 · kind: Gift of shares to reporting person's spouse. Read SEC document |
| February 26, 2014 Filed Feb 27, 2014 15:40 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-14-000004 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · James L. Robo Gifting Trust Disclosed balance after: 76,431 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. F4 · ownership.nature: Trustee is reporting person's spouse and beneficiaries are reporting person's spouse and descendants. Read SEC document |
| February 26, 2014 Filed Feb 27, 2014 15:40 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 5,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-14-000004 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,634 F3 · kind: Gift of shares to reporting person's spouse. F2 · balance_after: Includes a total of 40,569 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. Read SEC document |
| February 26, 2014 Filed Feb 27, 2014 15:40 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-14-000004 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,090 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 40,569 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. Read SEC document |
| February 15, 2014 Filed Feb 18, 2014 20:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 7,431 | $93.27 | $693,089.37 |
DisclosureSEC source: 0001183254-14-000002 · edgar.xml · nonDerivative · entry 4 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,440 F5 · 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. F2 · balance_after: Includes a total of 40,569 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 1,326 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. Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 20:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 58,922 | $0.00 Strike: $93.27 | $0.00 |
DisclosureSEC source: 0001183254-14-000002 · edgar.xml · derivative · entry 10 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,922 Underlying: Common Stock · 58,922 shares Expires 2024-02-14 F8 · derivative.exercise_date: Options to buy 19,640 shares become exercisable on 02/15/2015 and options to buy 19,641 shares become exercisable on each of 02/15/2016 and 02/15/2017. Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 20:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 2,086 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001183254-14-000002 · edgar.xml · derivative · entry 9 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,660 Underlying: Common Stock · Not disclosed shares Expires not disclosed F7 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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. F7 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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. F7 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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. F7 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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. F7 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($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 20:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 14,614 | $93.27 | $1,363,047.78 |
DisclosureSEC source: 0001183254-14-000002 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,871 F4 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 14, 2014 in settlement of performance share awards. F2 · balance_after: Includes a total of 40,569 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 1,326 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. Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 20:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 34,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-14-000002 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,485 F3 · 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 40,569 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 1,326 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. Read SEC document |
| February 14, 2014 Filed Feb 18, 2014 20:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 18,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-14-000002 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · Chairman, President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,647 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. F2 · balance_after: Includes a total of 40,569 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 1,326 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. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 17:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 82,931 | $0.00 Strike: $72.50 | $0.00 |
DisclosureSEC source: 0001183254-13-000002 · edgar.xml · derivative · entry 10 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,931 Underlying: Common Stock · 82,931 shares Expires 2023-02-15 F8 · derivative.exercise_date: Options to buy 27,643 shares become exercisable on 02/15/2014 and options to buy 27,644 shares become exercisable on each of 02/15/2015 and 02/15/2016. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 17:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 1,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001183254-13-000002 · edgar.xml · derivative · entry 9 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,574 Underlying: Common Stock · Not disclosed shares Expires not disclosed F7 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($69.19 in 2012). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 17:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 14,580 | $72.50 | $1,057,050.00 |
DisclosureSEC source: 0001183254-13-000002 · edgar.xml · nonDerivative · entry 4 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,939 F5 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 15, 2013 in settlement of performance share awards. F2 · balance_after: Includes a total of 39,243 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 331 deferred shares deemed acquired on December 17, 2012 pursuant to a dividend reinvestment feature under the Deferred Shares Grant. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 17:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 34,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-13-000002 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,519 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 39,243 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 331 deferred shares deemed acquired on December 17, 2012 pursuant to a dividend reinvestment feature under the Deferred Shares Grant. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 17:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 20,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-13-000002 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,761 F3 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. F2 · balance_after: Includes a total of 39,243 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 331 deferred shares deemed acquired on December 17, 2012 pursuant to a dividend reinvestment feature under the Deferred Shares Grant. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 17:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 7,667 | $72.50 | $555,857.50 |
DisclosureSEC source: 0001183254-13-000002 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,093 F1 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 12, 2010, February 18, 2011 and February 17, 2012. F2 · balance_after: Includes a total of 39,243 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 331 deferred shares deemed acquired on December 17, 2012 pursuant to a dividend reinvestment feature under the Deferred Shares Grant. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. Read SEC document |
| December 05, 2012 Filed Dec 6, 2012 15:04 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 71,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000017 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse's Gifting Trust Disclosed balance after: 71,450 F2 · kind: Transfer of shares by the reporting person's spouse to the spouse's Gifting Trust, the trustee of which is the reporting person, and the beneficiaries of which are the reporting person's spouse's descendants. F3 · ownership.nature: Trustee is reporting person and beneficiaries are reporting person's spouse's descendants. Read SEC document |
| December 05, 2012 Filed Dec 6, 2012 15:04 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 71,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000017 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 F2 · kind: Transfer of shares by the reporting person's spouse to the spouse's Gifting Trust, the trustee of which is the reporting person, and the beneficiaries of which are the reporting person's spouse's descendants. Read SEC document |
| November 20, 2012 Filed Nov 21, 2012 15:25 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000015 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · James L. Robo Gifting Trust Disclosed balance after: 74,081 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. F3 · ownership.nature: Trustee is reporting person's spouse and beneficiaries are reporting person's spouse and descendants. Read SEC document |
| November 20, 2012 Filed Nov 21, 2012 15:25 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000015 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,429 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 38,912 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. Read SEC document |
| November 16, 2012 Filed Nov 19, 2012 15:02 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 13,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000013 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · James L. Robo Gifting Trust Disclosed balance after: 71,881 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. F3 · ownership.nature: Trustee is reporting person's spouse and beneficiaries are reporting person's spouse and descendants. Read SEC document |
| November 16, 2012 Filed Nov 19, 2012 15:02 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 13,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000013 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,629 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 38,912 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. Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 16:27 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 33,768 | $0.00 Strike: $32.46 | $0.00 |
DisclosureSEC source: 0001183254-12-000011 · edgar.xml · derivative · entry 9 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,768 shares Expires 2014-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on May 3, 2012. F6 · derivative.exercise_date: The option, representing a right to buy 100,000 shares, became exercisable in three substantially equal annual installments beginning on February 12, 2005, which was the first anniversary of the date on which the option was granted. Read SEC document |
| November 02, 2012 Filed Nov 5, 2012 16:27 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 33,768 | $32.46 | $1,096,109.28 |
DisclosureSEC source: 0001183254-12-000011 · edgar.xml · nonDerivative · entry 3 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,379 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on May 3, 2012. F2 · balance_after: Includes 38,912 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. Read SEC document |
| November 01, 2012 Filed Nov 5, 2012 16:27 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 66,232 | $0.00 Strike: $32.46 | $0.00 |
DisclosureSEC source: 0001183254-12-000011 · edgar.xml · derivative · entry 8 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,768 Underlying: Common Stock · 66,232 shares Expires 2004-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on May 3, 2012. F6 · derivative.exercise_date: The option, representing a right to buy 100,000 shares, became exercisable in three substantially equal annual installments beginning on February 12, 2005, which was the first anniversary of the date on which the option was granted. Read SEC document |
| November 01, 2012 Filed Nov 5, 2012 16:27 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 66,232 | $69.86 | $4,626,835.06 |
DisclosureSEC source: 0001183254-12-000011 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,611 F3 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on May 3, 2012. F4 · price: Weighted average sale price. Reporting person sold 66,232 shares through a trade order executed by a broker-dealer at prices ranging from $69.60 to $70.23 per share. The reporting person hereby undertakes to provide full information regarding the number of shares sold at each separate price upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 01, 2012 Filed Nov 5, 2012 16:27 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 66,232 | $32.46 | $2,149,890.72 |
DisclosureSEC source: 0001183254-12-000011 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,843 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on May 3, 2012. F2 · balance_after: Includes 38,912 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. Read SEC document |
| October 26, 2012 Filed Oct 29, 2012 15:23 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 58,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000009 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · James L. Robo Gifting Trust Disclosed balance after: 58,131 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. F3 · ownership.nature: Trustee is reporting person's spouse and beneficiaries are reporting person's spouse and descendants. Read SEC document |
| October 26, 2012 Filed Oct 29, 2012 15:23 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 58,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000009 · edgar.xml · nonDerivative · entry 1 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,611 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 38,912 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 343 deferred shares deemed acquired on September 17, 2012 pursuant to a dividend reinvestment feature under the Deferred Shares Grant. Under the terms of the Deferred Shares Grant, shares are distributable in stock at the end of the deferral period. Read SEC document |
| July 31, 2012 Filed Aug 1, 2012 14:21 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GiftCommon Stock | 71,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001183254-12-000007 · edgar.xml · nonDerivative · entry 2 ROBO JAMES L · CIK 0001183254 · Director · President & CEO · Director & CEO of Sub 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 71,450 F1 · kind: Gift of shares to reporting person's spouse. 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.