Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEXTERA ENERGY INCFPL · Entity 2855 | Ex VP, Human Resources · Ex VP, Human Resources of Sub | February 12, 2010 | February 17, 2010 |
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 February 12, 2010 · Filed February 17, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,354 |
Ending reported balance
After 2010-02-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2010-02-12 · Grant · Acquired 5,650 · Balance 13,775 F1: Restricted stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F7: Not applicable. Row 2 · 2010-02-12 · Grant · Acquired 1,917 · Balance 15,692 F2: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F7: Not applicable. Row 3 · 2010-02-12 · Tax withholding · Disposed 507 · Balance 15,185 F3: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 12, 2010 in settlement of performance share awards. Row 4 · 2010-02-15 · Tax withholding · Disposed 831 · Balance 14,354 F4: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 15, 2007, February 15, 2008 and February 13, 2009. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 306 |
Reported balance
After 2010-02-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2010-02-12 · Grant · Acquired 140 · Balance 306 F5: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.57 · Expires 2020-02-12 | Direct | 13,093 |
Reported balance
After 2010-02-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2010-02-12 · Grant · Acquired 13,093 · Balance 13,093 F7: Not applicable. F6: Options to buy 4,365 shares become exercisable on 02/15/2011 and options to buy 4,364 shares become exercisable on each of 02/15/2012 and 02/15/2013. |
| Common StockSEC Table I · non-derivative | IndirectBy Thrift Plans Trust | 2,071 |
Reported balance
Holding disclosure · report date 2010-02-12 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,071 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3.
F2: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3.
F3: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 12, 2010 in settlement of performance share awards.
F4: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 15, 2007, February 15, 2008 and February 13, 2009.
F5: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries.
F6: Options to buy 4,365 shares become exercisable on 02/15/2011 and options to buy 4,364 shares become exercisable on each of 02/15/2012 and 02/15/2013.
F7: Not applicable.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2010 Filed Feb 17, 2010 20:51 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | Tax withholdingCommon Stock | 831 | $45.57 | $37,868.67 |
DisclosureSEC source: 0001449779-10-000002 · edgar.xml · nonDerivative · entry 4 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,354 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 15, 2007, February 15, 2008 and February 13, 2009. Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 20:51 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 13,093 | $0.00 Strike: $45.57 | $0.00 |
DisclosureSEC source: 0001449779-10-000002 · edgar.xml · derivative · entry 7 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,093 Underlying: Common Stock · 13,093 shares Expires 2020-02-12 F7 · price: Not applicable. F6 · derivative.exercise_date: Options to buy 4,365 shares become exercisable on 02/15/2011 and options to buy 4,364 shares become exercisable on each of 02/15/2012 and 02/15/2013. Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 20:51 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantPhantom Shares · Derivative | 140 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001449779-10-000002 · edgar.xml · derivative · entry 6 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($52.82 in 2009). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 20:51 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | Tax withholdingCommon Stock | 507 | $45.57 | $23,103.99 |
DisclosureSEC source: 0001449779-10-000002 · edgar.xml · nonDerivative · entry 3 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,185 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 12, 2010 in settlement of performance share awards. Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 20:51 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 1,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001449779-10-000002 · edgar.xml · nonDerivative · entry 2 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,692 F2 · kind: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F7 · price: Not applicable. Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 20:51 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 5,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001449779-10-000002 · edgar.xml · nonDerivative · entry 1 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,775 F1 · kind: Restricted stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F7 · price: Not applicable. Read SEC document |
| September 01, 2009 Filed Sep 2, 2009 13:40 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | SaleCommon Stock | 707 | $56.00 | $39,592.00 |
DisclosureSEC source: 0001449779-09-000004 · edgar.xml · nonDerivative · entry 1 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,125 F1 · kind: Sale effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on July 30, 2009. Read SEC document |
| February 17, 2009 Filed Feb 17, 2009 22:31 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | Tax withholdingCommon Stock | 361 | $50.91 | $18,378.51 |
DisclosureSEC source: 0001449779-09-000002 · edgar.xml · nonDerivative · entry 6 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,832 F6 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 15, 2007 and February 15, 2008. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:31 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,260 | $0.00 Strike: $50.91 | $0.00 |
DisclosureSEC source: 0001449779-09-000002 · edgar.xml · derivative · entry 9 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,260 Underlying: Common Stock · 9,260 shares Expires 2019-02-13 F9 · price: Not applicable. F8 · derivative.exercise_date: Options to buy 3,086 shares become exercisable on 02/15/2010 and options to buy 3,087 shares become exercisable on each of 02/15/2011 and 02/15/2012. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:31 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantPhantom Shares · Derivative | 66 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001449779-09-000002 · edgar.xml · derivative · entry 8 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166 Underlying: Common Stock · Not disclosed shares Expires not disclosed F7 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F7 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the FPL Group, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Thrift Plan ("Thrift Plan") plus (b) theoretical earnings, by (c) the closing price of the Issuer's common stock on the last business day of the relevant year ($50.33 in 2008). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:31 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | Tax withholdingCommon Stock | 254 | $50.91 | $12,931.14 |
DisclosureSEC source: 0001449779-09-000002 · edgar.xml · nonDerivative · entry 5 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,193 F5 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2009 as set forth in footnote 4 above. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:31 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0001449779-09-000002 · edgar.xml · nonDerivative · entry 4 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,447 F4 · kind: Stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F9 · price: Not applicable. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:31 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | Tax withholdingCommon Stock | 185 | $50.91 | $9,418.35 |
DisclosureSEC source: 0001449779-09-000002 · edgar.xml · nonDerivative · entry 3 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,486 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2009 in settlement of performance share awards. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:31 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001449779-09-000002 · edgar.xml · nonDerivative · entry 2 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,671 F2 · kind: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F9 · price: Not applicable. Read SEC document |
| February 13, 2009 Filed Feb 17, 2009 22:31 UTC | NEXTERA ENERGY INC FPL · Entity 2855 | GrantCommon Stock | 4,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001449779-09-000002 · edgar.xml · nonDerivative · entry 1 Poppell James W · CIK 0001449779 · Ex VP, Human Resources · Ex VP, Human Resources of Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,091 F1 · kind: Restricted stock grant made pursuant to Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. F9 · 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.