Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEXTERA ENERGY INCNEE · Entity 2855 | Director | March 15, 2013 | March 18, 2013 |
| Owens CorningOC · Entity 3503 | Director | April 02, 2021 | April 06, 2021 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2020 | January 17, 2020 |
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.
NEXTERA ENERGY INC
Report date March 15, 2013 · Filed March 18, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,494 |
Reported balance
After 2013-03-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2013-03-15 · Grant · Acquired 12 · Balance 1,494 F1: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F3: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period.
F2: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund).
F3: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates.
Owens Corning
Report date April 02, 2021 · Filed April 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.01 Par Value CommonSEC Table I · non-derivative | Direct | 72,081.993 |
Reported balance
After 2021-04-02 transaction · row 1
1 source rowRow 1 · 2021-04-02 · Grant · Acquired 147.604 · Balance 72,081.993 F1: Additional shares reflect the reinvestment of dividends or dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Additional shares reflect the reinvestment of dividends or dividend equivalents.
Phillips 66
Report date January 15, 2020 · Filed January 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,436.8804 |
Reported balance
After 2020-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-01-15 · Grant · Acquired 1,907 · Balance 26,436.8804 F1: Annual grant to non-employee directors of restricted stock units ("RSUs") that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director. F2: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2020. F3: Includes 26,202.8804 RSUs, including additional units acquired through routine dividend transactions that are exempt under Rule 16a-11. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote. | 21,500 |
Reported balance
Holding disclosure · report date 2020-01-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 21,500 F4: This account is owned by an entity controlled by the reporting person and his spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of restricted stock units ("RSUs") that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director.
F2: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2020.
F3: Includes 26,202.8804 RSUs, including additional units acquired through routine dividend transactions that are exempt under Rule 16a-11.
F4: This account is owned by an entity controlled by the reporting person and his spouse.
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 02, 2021 Filed Apr 6, 2021 17:07 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 147.604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025696 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,081.993 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 16:59 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013273 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,934.389 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 17:17 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 161.867 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005447 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,199.389 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 16:19 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 179.113 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-057631 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,037.522 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 16:12 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 955 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056590 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,858.409 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 16:37 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 181.627 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046139 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,903.409 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 16:24 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044685 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,721.782 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| May 01, 2020 Filed May 5, 2020 16:10 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027067 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,687.782 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| April 03, 2020 Filed Apr 7, 2020 16:34 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 332.366 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023783 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,174.782 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 16:37 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012487 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,842.416 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| January 17, 2020 Filed Jan 21, 2020 16:39 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 172.988 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004277 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,892.416 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 16:26 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,907 | $104.92 | $200,072.91 |
DisclosureSEC source: 0001534701-20-000010 · wf-form4_157929638359239.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,436.8804 F1 · shares: Annual grant to non-employee directors of restricted stock units ("RSUs") that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2020. F3 · balance_after: Includes 26,202.8804 RSUs, including additional units acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| November 04, 2019 Filed Nov 6, 2019 16:24 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 160.218 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-055490 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,719.428 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| October 25, 2019 Filed Oct 29, 2019 21:03 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054389 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,559.21 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 16:13 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 176.573 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044797 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,622.21 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| July 26, 2019 Filed Jul 30, 2019 16:09 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043646 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,445.637 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 16:09 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026558 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,434.637 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| April 02, 2019 Filed Apr 4, 2019 16:20 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 194.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023641 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,176.637 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 16:10 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013468 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,981.997 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 16:28 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 189.725 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004744 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,734.997 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 17:26 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 2,155 | $92.84 | $200,059.43 |
DisclosureSEC source: 0001534701-19-000013 · wf-form4_154776395191102.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,668.5598 F1 · shares: Annual grant to non-employee directors of restricted stock units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse after the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2019. F3 · balance_after: Includes 23,434.5598 RSUs, including additional units acquired through routine dividend transactions that are exempt under Rule 16a-1. Read SEC document |
| November 20, 2018 Filed Nov 21, 2018 13:03 UTC | Phillips 66 PSX · Entity 2915 | PurchaseCommon Stock | 21,500 | $92.31 | $1,984,581.15 |
DisclosureSEC source: 0001534701-18-000113 · wf-form4_154282338639609.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 21,500 F1 · ownership.nature: This account is owned by an entity controlled by the reporting person and his spouse. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 16:26 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 172.605 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057397 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,545.272 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 16:21 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-056515 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,372.667 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 16:39 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 135.999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045549 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,962.667 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 16:30 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044558 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,826.668 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| April 27, 2018 Filed May 1, 2018 16:19 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027077 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,806.668 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| April 03, 2018 Filed Apr 5, 2018 16:33 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 99.804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-024082 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,838.668 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 16:21 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 751 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013903 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,738.864 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 17:26 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 82.948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004616 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,987.864 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 17:56 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,923 | $104.03 | $200,049.69 |
DisclosureSEC source: 0001534701-18-000025 · wf-form4_151631619991723.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,657.3385 F1 · security: Annual grant to non-employee directors of restricted stock units that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director. F1 · shares: Annual grant to non-employee directors of restricted stock units that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on the date of the award. F3 · balance_after: Includes shares acquired through routine dividend transactions that are exempt under Rule 16a-1. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 16:29 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059409 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,904.916 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 17:12 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-058345 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,814.916 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 18:30 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 105.934 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047785 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,074.916 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 19:42 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046990 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,968.982 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| April 28, 2017 Filed May 2, 2017 16:33 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029209 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,094.982 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:11 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 114.188 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025740 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,129.982 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 17:37 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010587 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,015.794 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 16:34 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 126.751 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004872 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,988.794 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 11:27 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 2,392 | $83.61 | $200,001.10 |
DisclosureSEC source: 0001534701-17-000004 · wf-form4_148475683038717.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,134.4077 F1 · shares: Annual grant to non-employee directors of restricted stock units that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse on the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 13, 2017. F3 · balance_after: Includes shares acquired through routine dividend transactions that are exempt under Rule 16a-1. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 16:41 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 123.196 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148436 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,862.043 F1 · shares: Additional shares reflect the reinvestment of dividends or dividend equivalents. Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 16:38 UTC | Owens Corning OC · Entity 3503 | Grant$.01 Par Value Common | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-147658 · doc4.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,738.847 F1 · shares: Deferred share portion of quarterly Director retainer/fees. Read SEC document |
| March 15, 2013 Filed Mar 18, 2013 15:50 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 12 | $74.47 | $893.64 |
DisclosureSEC source: 0001240434-13-000004 · edgar.xml · derivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,494 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| February 15, 2013 Filed Feb 15, 2013 22:46 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001240434-13-000002 · edgar.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,340 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 3,520 shares deferred until reporting person's termination of Board service. Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 16:04 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 12 | $70.52 | $846.24 |
DisclosureSEC source: 0001240434-12-000010 · edgar.xml · derivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,482 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| September 17, 2012 Filed Sep 18, 2012 15:08 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 13 | $67.55 | $878.15 |
DisclosureSEC source: 0001240434-12-000008 · edgar.xml · derivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,470 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| June 15, 2012 Filed Jun 18, 2012 18:33 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 12 | $67.77 | $813.24 |
DisclosureSEC source: 0001240434-12-000006 · edgar.xml · derivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,457 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 15:32 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 14 | $60.25 | $843.50 |
DisclosureSEC source: 0001240434-12-000004 · edgar.xml · derivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,445 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. Read SEC document |
| February 17, 2012 Filed Feb 17, 2012 23:13 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001240434-12-000002 · edgar.xml · nonDerivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,540 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2007 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 3,520 shares deferred until reporting person's termination of Board service. Read SEC document |
| December 15, 2011 Filed Dec 16, 2011 20:10 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Stock Units · Derivative | 12 | $57.91 | $694.92 |
DisclosureSEC source: 0001240434-11-000011 · edgar.xml · derivative · entry 1 FERGUSON J BRIAN · CIK 0001240434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,431 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Thrift Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F2 · price: Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). F1 · derivative.exercise_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Thrift Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.expiration_date: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Thrift Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F1 · derivative.underlying_shares: Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Thrift Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. F3 · balance_after: Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates. 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.