Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Director | April 01, 2026 | April 03, 2026 |
| L3HARRIS TECHNOLOGIES, INC. /DE/LHX · Entity 610 | Director | April 19, 2024 | April 23, 2024 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Director | February 11, 2021 | February 12, 2021 |
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.
Hagerty, Inc.
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,173 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 11,871 · Balance 54,173 F1: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 414,400 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 414,400 F2: These securities are held by The William and Cheryl Swanson Revocable Trust UTD 9/28/2000, of which the Reporting Person is trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability.
F2: These securities are held by The William and Cheryl Swanson Revocable Trust UTD 9/28/2000, of which the Reporting Person is trustee.
L3HARRIS TECHNOLOGIES, INC. /DE/
Report date April 19, 2024 · Filed April 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Par Value $1.00SEC Table I · non-derivative | Direct | 3,718.6 |
Reported balance
After 2024-04-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-19 · Grant · Acquired 924 · Balance 3,718.6 F1: Represents an award of director share units in respect of the non-employee director's equity-based retainer, which generally will vest on 4/19/2025, subject to the non-employee director's continued service and the terms and conditions of the director share unit agreement. F2: Includes 1.60 shares acquired through dividend reinvestment pursuant to the terms and conditions of the director share unit agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of director share units in respect of the non-employee director's equity-based retainer, which generally will vest on 4/19/2025, subject to the non-employee director's continued service and the terms and conditions of the director share unit agreement.
F2: Includes 1.60 shares acquired through dividend reinvestment pursuant to the terms and conditions of the director share unit agreement.
NEXTERA ENERGY INC
Report date February 11, 2021 · Filed February 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,150 |
Reported balance
After 2021-02-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-11 · Grant · Acquired 2,150 · Balance 113,150 F1: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan.
F2: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TJX COMPANIES INC /DE/
Report date June 07, 2016 · Filed June 09, 2016
Section 16 reporting ended · disclosed 2016-06-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,784 |
Ending reported balance
After 2016-06-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-06-07 · Exercise / conversion · Acquired 1,158 · Balance 5,240 F1: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. Row 2 · 2016-06-07 · Exercise / conversion · Acquired 1,544 · Balance 6,784 F1: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,543.53 |
Reported balance
After 2016-06-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-06-07 · Grant · Acquired 17.81 · Balance 1,543.53 F2: Constitutes an award of deferred shares under the Stock Incentive Plan having a value equal to the aggregate dividends on any previously granted annual award of deferred shares under the Plan for which there has been a record date since June 11, 2015. Deferred shares will be delivered upon the Director's departure from the Board at the same time the shares subject to the annual award are delivered, under and subject to the terms of the Plan. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-06-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-06-07 · Exercise / conversion · Disposed 1,544 · Balance 0 F1: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,157.07 |
Reported balance
After 2016-06-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-06-07 · Grant · Acquired 13.35 · Balance 1,157.07 F2: Constitutes an award of deferred shares under the Stock Incentive Plan having a value equal to the aggregate dividends on any previously granted annual award of deferred shares under the Plan for which there has been a record date since June 11, 2015. Deferred shares will be delivered upon the Director's departure from the Board at the same time the shares subject to the annual award are delivered, under and subject to the terms of the Plan. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-06-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-06-07 · Exercise / conversion · Disposed 1,158 · Balance 0 F1: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015.
F2: Constitutes an award of deferred shares under the Stock Incentive Plan having a value equal to the aggregate dividends on any previously granted annual award of deferred shares under the Plan for which there has been a record date since June 11, 2015. Deferred shares will be delivered upon the Director's departure from the Board at the same time the shares subject to the annual award are delivered, under and subject to the terms of the Plan.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 18:48 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 11,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023593 · wk-form4_1775242114.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,173 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 13,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000093 · wk-form4_1743715545.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,302 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| July 03, 2024 Filed Jul 9, 2024 00:57 UTC | Hagerty, Inc. HGTY · Entity 3968 | Exercise / conversionWarrants · Derivative | 72,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001840776-24-000144 · wk-form4_1720486626.xml · derivative · entry 3 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 72,000 shares Expires not disclosed 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. F2 · derivative.exercise_price: On July 3, 2024, pursuant to the Issuer's previously announced exchange offer, the Trust exchanged 72,000 warrants, which previously entitled the Trust to purchase one share of Class A Common Stock at a price of $11.50 per share, for 14,400 shares of Class A Common Stock. F2 · price: On July 3, 2024, pursuant to the Issuer's previously announced exchange offer, the Trust exchanged 72,000 warrants, which previously entitled the Trust to purchase one share of Class A Common Stock at a price of $11.50 per share, for 14,400 shares of Class A Common Stock. F2 · derivative.exercise_date: On July 3, 2024, pursuant to the Issuer's previously announced exchange offer, the Trust exchanged 72,000 warrants, which previously entitled the Trust to purchase one share of Class A Common Stock at a price of $11.50 per share, for 14,400 shares of Class A Common Stock. F2 · derivative.expiration_date: On July 3, 2024, pursuant to the Issuer's previously announced exchange offer, the Trust exchanged 72,000 warrants, which previously entitled the Trust to purchase one share of Class A Common Stock at a price of $11.50 per share, for 14,400 shares of Class A Common Stock. F3 · ownership.direct: These securities are held by the Trust, of which the Reporting Person is trustee. Read SEC document |
| July 03, 2024 Filed Jul 9, 2024 00:57 UTC | Hagerty, Inc. HGTY · Entity 3968 | Exercise / conversionClass A Common Stock | 14,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001840776-24-000144 · wk-form4_1720486626.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 414,400 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. F2 · price: On July 3, 2024, pursuant to the Issuer's previously announced exchange offer, the Trust exchanged 72,000 warrants, which previously entitled the Trust to purchase one share of Class A Common Stock at a price of $11.50 per share, for 14,400 shares of Class A Common Stock. F1 · acquired: The disposition of the warrants and the acquisition of Class A common stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") by The William and Cheryl Swanson Revocable Trust UTD 9/28/2000 (the "Trust") were approved by a committee comprised entirely of non-employee directors as defined in Rule 16b-3(b)(3) under the Securities Exchange Act of 1934, as amended. F3 · ownership.direct: These securities are held by the Trust, of which the Reporting Person is trustee. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 21:41 UTC | L3HARRIS TECHNOLOGIES, INC. /DE/ LHX · Entity 610 | GrantCommon Stock Par Value $1.00 | 924 | $0.00 | $0.00 |
DisclosureSEC source: 0000202058-24-000097 · wk-form4_1713908459.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,718.6 F1 · shares: Represents an award of director share units in respect of the non-employee director's equity-based retainer, which generally will vest on 4/19/2025, subject to the non-employee director's continued service and the terms and conditions of the director share unit agreement. F2 · balance_after: Includes 1.60 shares acquired through dividend reinvestment pursuant to the terms and conditions of the director share unit agreement. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 9,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000050 · wk-form4_1712175921.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,474 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2025, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 22:46 UTC | L3HARRIS TECHNOLOGIES, INC. /DE/ LHX · Entity 610 | PurchaseCommon Stock Par Value $1.00 | 1,250 | $213.39 | $266,737.50 |
DisclosureSEC source: 0000202058-24-000055 · wk-form4_1710802004.xml · nonDerivative · entry 2 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,793 F2 · price: Reflects the weighted average sale price (prices actually received ranged from $211.74 to $214.32). The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 22:46 UTC | L3HARRIS TECHNOLOGIES, INC. /DE/ LHX · Entity 610 | PurchaseCommon Stock Par Value $1.00 | 1,250 | $215.35 | $269,187.50 |
DisclosureSEC source: 0000202058-24-000055 · wk-form4_1710802004.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,543 F1 · price: Reflects the weighted average sale price (prices actually received ranged from $214.64 to $216.00). The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:11 UTC | L3HARRIS TECHNOLOGIES, INC. /DE/ LHX · Entity 610 | GrantCommon Stock Par Value $1.00 | 293 | $0.00 | $0.00 |
DisclosureSEC source: 0000202058-24-000020 · wk-form4_1707178269.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293 F1 · shares: Represents an award of director share units in respect of the non-employee director's equity-based retainer (pro rated), which generally will vest on 2/1/2025, subject to continued service and the terms and conditions of the director share unit agreement. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 21:14 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 10,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-23-000053 · wf-form4_168072925185111.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,638 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2024, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 8,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000050 · wf-form4_164919044868373.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,341 F1 · shares: Respresents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2023, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 22:24 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-21-000027 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,150 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2 · balance_after: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 22:53 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-20-000038 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,750 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:50 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 910 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-19-000033 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,130 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 22:44 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-18-000031 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,220 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:17 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | PurchaseCommon Stock | 3,860 | $128.86 | $497,415.04 |
DisclosureSEC source: 0000753308-17-000063 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,180 Read SEC document |
| February 17, 2017 Filed Feb 17, 2017 23:41 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-17-000029 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,320 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. Read SEC document |
| June 07, 2016 Filed Jun 9, 2016 22:14 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | Exercise / conversionDeferred Stock Units · Derivative | 1,158 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-126900 · doc4.xml · derivative · entry 6 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,158 shares Expires not disclosed 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 · derivative.exercise_date: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. F1 · derivative.expiration_date: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. Read SEC document |
| June 07, 2016 Filed Jun 9, 2016 22:14 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | GrantDeferred Stock Units · Derivative | 13.35 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-126900 · doc4.xml · derivative · entry 5 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157.07 Underlying: Common Stock · 13.35 shares Expires not disclosed F2 · derivative.exercise_date: Constitutes an award of deferred shares under the Stock Incentive Plan having a value equal to the aggregate dividends on any previously granted annual award of deferred shares under the Plan for which there has been a record date since June 11, 2015. Deferred shares will be delivered upon the Director's departure from the Board at the same time the shares subject to the annual award are delivered, under and subject to the terms of the Plan. F2 · derivative.expiration_date: Constitutes an award of deferred shares under the Stock Incentive Plan having a value equal to the aggregate dividends on any previously granted annual award of deferred shares under the Plan for which there has been a record date since June 11, 2015. Deferred shares will be delivered upon the Director's departure from the Board at the same time the shares subject to the annual award are delivered, under and subject to the terms of the Plan. Read SEC document |
| June 07, 2016 Filed Jun 9, 2016 22:14 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | Exercise / conversionDeferred Stock Units · Derivative | 1,544 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-126900 · doc4.xml · derivative · entry 4 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,544 shares Expires not disclosed 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 · derivative.exercise_date: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. F1 · derivative.expiration_date: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. Read SEC document |
| June 07, 2016 Filed Jun 9, 2016 22:14 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | GrantDeferred Stock Units · Derivative | 17.81 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-126900 · doc4.xml · derivative · entry 3 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,543.53 Underlying: Common Stock · 17.81 shares Expires not disclosed F2 · derivative.exercise_date: Constitutes an award of deferred shares under the Stock Incentive Plan having a value equal to the aggregate dividends on any previously granted annual award of deferred shares under the Plan for which there has been a record date since June 11, 2015. Deferred shares will be delivered upon the Director's departure from the Board at the same time the shares subject to the annual award are delivered, under and subject to the terms of the Plan. F2 · derivative.expiration_date: Constitutes an award of deferred shares under the Stock Incentive Plan having a value equal to the aggregate dividends on any previously granted annual award of deferred shares under the Plan for which there has been a record date since June 11, 2015. Deferred shares will be delivered upon the Director's departure from the Board at the same time the shares subject to the annual award are delivered, under and subject to the terms of the Plan. Read SEC document |
| June 07, 2016 Filed Jun 9, 2016 22:14 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | Exercise / conversionCommon Stock | 1,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-126900 · doc4.xml · nonDerivative · entry 2 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,784 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: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. F1 · price: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. Read SEC document |
| June 07, 2016 Filed Jun 9, 2016 22:14 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | Exercise / conversionCommon Stock | 1,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-126900 · doc4.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,240 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: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. F1 · price: Receipt of deferred shares granted on June 11, 2015 in accordance with the terms of the Stock Incentive Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since June 11, 2015. Read SEC document |
| February 12, 2016 Filed Feb 13, 2016 00:18 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-16-000307 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,170 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:03 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | Exercise / conversionDeferred Stock Units · Derivative | 382 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-053205 · doc4.xml · derivative · entry 6 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143.72 Underlying: Common Stock · 382 shares Expires not disclosed 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 · derivative.exercise_date: Receipt of the deferred shares granted on February 1, 2015 in accordance with the terms of the Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since February 1, 2015. F1 · derivative.expiration_date: Receipt of the deferred shares granted on February 1, 2015 in accordance with the terms of the Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since February 1, 2015. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:03 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | GrantDeferred Stock Units · Derivative | 2.23 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-053205 · doc4.xml · derivative · entry 5 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525.72 Underlying: Common Stock · 2.23 shares Expires not disclosed F5 · derivative.exercise_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value equal to the aggregate dividends on previously granted deferred shares for which there has been a record date since February 1, 2015. The previously granted deferred shares vest on the date immediately preceding the date of the annual meeting next succeeding the date of grant of such shares, provided that the recipient is still a Director on such date or, if earlier, immediately prior to a Change of Control. Vested shares will be delivered to each Director on the date of the annual meeting next succeeding the date of grant of such shares or upon the Director's retirement, in accordance with the Director's advance irrevocable election, if any, under and subject to the terms of the Plan. F5 · derivative.expiration_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value equal to the aggregate dividends on previously granted deferred shares for which there has been a record date since February 1, 2015. The previously granted deferred shares vest on the date immediately preceding the date of the annual meeting next succeeding the date of grant of such shares, provided that the recipient is still a Director on such date or, if earlier, immediately prior to a Change of Control. Vested shares will be delivered to each Director on the date of the annual meeting next succeeding the date of grant of such shares or upon the Director's retirement, in accordance with the Director's advance irrevocable election, if any, under and subject to the terms of the Plan. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:03 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | GrantDeferred Stock Units · Derivative | 1,144.51 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-053205 · doc4.xml · derivative · entry 4 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,523.49 Underlying: Common Stock · 1,144.51 shares Expires not disclosed F4 · derivative.exercise_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $75,000. Shares vest on the date immediately preceding the date of the annual meeting next succeeding the date of grant of such shares, provided that the recipient is still a Director on such date or, if earlier, immediately prior to a Change of Control. Vested shares will be delivered to each Director on the date of the annual meeting next succeeding the date of grant of such shares or upon the Director's retirement, in accordance with the Director's advance irrevocable election, if any, under and subject to the terms of the Plan. F4 · derivative.expiration_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $75,000. Shares vest on the date immediately preceding the date of the annual meeting next succeeding the date of grant of such shares, provided that the recipient is still a Director on such date or, if earlier, immediately prior to a Change of Control. Vested shares will be delivered to each Director on the date of the annual meeting next succeeding the date of grant of such shares or upon the Director's retirement, in accordance with the Director's advance irrevocable election, if any, under and subject to the terms of the Plan. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:03 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | GrantDeferred Stock Units · Derivative | 2.23 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-053205 · doc4.xml · derivative · entry 3 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525.72 Underlying: Common Stock · 2.23 shares Expires not disclosed F3 · derivative.exercise_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value equal to the aggregate dividends on previously granted deferred shares for which there has been a record date since February 1, 2015. Deferred shares will be delivered to each Director upon Director's retirement, under and subject to the terms of the Plan. F3 · derivative.expiration_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value equal to the aggregate dividends on previously granted deferred shares for which there has been a record date since February 1, 2015. Deferred shares will be delivered to each Director upon Director's retirement, under and subject to the terms of the Plan. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:03 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | GrantDeferred Stock Units · Derivative | 1,144.51 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-053205 · doc4.xml · derivative · entry 2 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,523.49 Underlying: Common Stock · 1,144.51 shares Expires not disclosed F2 · derivative.exercise_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $75,000. Shares will be delivered to each Director upon Director's retirement, under and subject to the terms of the Plan. F2 · derivative.expiration_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $75,000. Shares will be delivered to each Director upon Director's retirement, under and subject to the terms of the Plan. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:03 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | Exercise / conversionCommon Stock | 382 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-053205 · doc4.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,082 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: Receipt of the deferred shares granted on February 1, 2015 in accordance with the terms of the Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since February 1, 2015. F1 · price: Receipt of the deferred shares granted on February 1, 2015 in accordance with the terms of the Plan. Includes an amount equal to the aggregate dividends for which there has been a record date since February 1, 2015. Read SEC document |
| February 13, 2015 Filed Feb 14, 2015 00:46 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,310 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-15-000046 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,910 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. Read SEC document |
| February 01, 2015 Filed Feb 4, 2015 02:05 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | GrantDeferred Stock Units · Derivative | 378.98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-009208 · doc4.xml · derivative · entry 2 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378.98 Underlying: Common Stock · 378.98 shares Expires not disclosed F2 · kind: Constitutes an award of deferred shares, under the Stock Incentive Plan, having an annualized value equal to $70,000 prorated for the number of days between the Director's election to the Board and the next annual meeting date for shareholders. Shares vest on the date immediately preceding the date of the annual meeting next succeeding the date of grant of such shares,provided that the recipient is still a Director on such date or, if earlier, immediately prior to a Change of Control. Vested shares will be delivered to each Director upon Director's retirement or, if a Director makes an irrevocable advance election, when such Director's deferred shares vest. F2 · derivative.exercise_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having an annualized value equal to $70,000 prorated for the number of days between the Director's election to the Board and the next annual meeting date for shareholders. Shares vest on the date immediately preceding the date of the annual meeting next succeeding the date of grant of such shares,provided that the recipient is still a Director on such date or, if earlier, immediately prior to a Change of Control. Vested shares will be delivered to each Director upon Director's retirement or, if a Director makes an irrevocable advance election, when such Director's deferred shares vest. F2 · derivative.expiration_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having an annualized value equal to $70,000 prorated for the number of days between the Director's election to the Board and the next annual meeting date for shareholders. Shares vest on the date immediately preceding the date of the annual meeting next succeeding the date of grant of such shares,provided that the recipient is still a Director on such date or, if earlier, immediately prior to a Change of Control. Vested shares will be delivered to each Director upon Director's retirement or, if a Director makes an irrevocable advance election, when such Director's deferred shares vest. Read SEC document |
| February 01, 2015 Filed Feb 4, 2015 02:05 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | GrantDeferred Stock Units · Derivative | 378.98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-009208 · doc4.xml · derivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378.98 Underlying: Common Stock · 378.98 shares Expires not disclosed F1 · kind: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $70.000, prorated for the number of days between the Director's election to the Board and the next annual meeting date for shareholders. Shares will be delivered to each Director upon Director's retirement. F1 · derivative.exercise_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $70.000, prorated for the number of days between the Director's election to the Board and the next annual meeting date for shareholders. Shares will be delivered to each Director upon Director's retirement. F1 · derivative.expiration_date: Constitutes an award of deferred shares, under the Stock Incentive Plan, having a value of $70.000, prorated for the number of days between the Director's election to the Board and the next annual meeting date for shareholders. Shares will be delivered to each Director upon Director's retirement. Read SEC document |
| February 14, 2014 Filed Feb 14, 2014 23:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-14-000016 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,600 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. Read SEC document |
| February 15, 2013 Filed Feb 15, 2013 23:31 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-13-000016 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,200 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. Read SEC document |
| October 26, 2012 Filed Oct 29, 2012 13:51 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | PurchaseCommon Stock | 7,195 | $69.53 | $500,234.53 |
DisclosureSEC source: 0000753308-12-000120 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,400 F1 · price: Weighted average purchase price. Reporting person purchased 7,195 shares through a trade order executed by a broker-dealer at prices ranging from $69.4590 to $69.55 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. Read SEC document |
| February 17, 2012 Filed Feb 17, 2012 22:39 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-12-000012 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,205 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. Read SEC document |
| February 18, 2011 Filed Feb 18, 2011 23:55 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-11-000017 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,125 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. Read SEC document |
| May 26, 2010 Filed May 27, 2010 15:04 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | PurchaseCommon Stock | 285 | $49.33 | $14,059.05 |
DisclosureSEC source: 0000753308-10-000067 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,105 Read SEC document |
| February 12, 2010 Filed Feb 13, 2010 00:49 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 2,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-10-000013 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,820 F1 · kind: Common stock granted pursuant to the FPL Group, Inc. 2007 Non-Employee Directors Stock Plan. F2 · price: Not applicable. Read SEC document |
| October 16, 2009 Filed Oct 19, 2009 14:06 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-09-000103 · edgar.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: Restricted stock granted pursuant to the FPL Group, Inc. 2007 Non-Employee Directors Stock Plan. F2 · price: Not applicable. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.