Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | Senior VP and COO, NJNG | August 14, 2026 | August 17, 2026 |
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.
NEW JERSEY RESOURCES CORP
Report date August 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,202.078 |
Reported balance
After 2026-08-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-14 · Sale · Disposed 3,000 · Balance 32,202.078 F1: Total adjusted downward by .0524 shares to reflect the market-based change in the reporting person's balance in the New Jersey Resources Corporation Employees' Retirement Savings Plan, which is a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Total adjusted downward by .0524 shares to reflect the market-based change in the reporting person's balance in the New Jersey Resources Corporation Employees' Retirement Savings Plan, which is a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended.
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 |
|---|---|---|---|---|---|---|
| November 15, 2016 Filed Nov 17, 2016 23:06 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Exercise / conversionCommon Stock | 2,103.486 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000265 · wf-form4_147942397218875.xml · nonDerivative · entry 1 Migliaccio Patrick J. · CIK 0001658452 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,117.117 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 · balance_after: Represents number of Performance Shares, which vested at 85% of the target amount (plus accrued dividends), after a 33-month period beginning on January 1, 2014, upon certification by the Leadership Development and Compensation Committee (LDCC) of the Board of Directors of New Jersey Resources Corporation (NJR) of NJR's performance versus the applicable performance goal. Performance Shares converted 1 for 1 into shares of NJR common stock. There is no purchase or sale price upon vesting of the Performance Shares. Read SEC document |
| October 15, 2016 Filed Oct 19, 2016 00:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000245 · wf-form4_147683672250781.xml · nonDerivative · entry 3 Migliaccio Patrick J. · CIK 0001658452 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,013.631 Read SEC document |
| October 15, 2016 Filed Oct 19, 2016 00:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000245 · wf-form4_147683672250781.xml · nonDerivative · entry 2 Migliaccio Patrick J. · CIK 0001658452 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,753.631 Read SEC document |
| October 15, 2016 Filed Oct 19, 2016 00:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 413 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000245 · wf-form4_147683672250781.xml · nonDerivative · entry 1 Migliaccio Patrick J. · CIK 0001658452 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,047.631 F1 · balance_after: Total includes accrued dividends of 123.715 shares of New Jersey Resources (NJR) Common Stock held in NJR Dividend Reinvestment and Stock Purchase Plan. F2 · balance_after: Total includes shares of NJR Common Stock held in NJR 401(k) Plan, which are accounted for on a unitized basis that reflects a calculated value. 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.