Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | SVP and CFO | March 16, 2026 | March 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 March 16, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,780 |
Ending reported balance
After 2026-03-16 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-16 · Sale · Disposed 2,035 · Balance 23,850 F1: The sales reported on this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 12, 2025. F2: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $54.9675 and $55.43. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Row 2 · 2026-03-16 · Sale · Disposed 2,035 · Balance 21,815 F1: The sales reported on this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 12, 2025. F3: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $54.97 and $55.43. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Row 3 · 2026-03-16 · Sale · Disposed 2,035 · Balance 19,780 F1: The sales reported on this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 12, 2025. F3: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $54.97 and $55.43. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 12, 2025.
F2: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $54.9675 and $55.43. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.
F3: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $54.97 and $55.43. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| March 16, 2026 Filed Mar 17, 2026 20:19 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | SaleCommon Stock | 2,035 | $55.10 | $112,118.94 |
DisclosureSEC source: 0000356309-26-000026 · wk-form4_1773778773.xml · nonDerivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,780 F1 · kind: The sales reported on this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 12, 2025. F3 · price: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $54.97 and $55.43. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 20:19 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | SaleCommon Stock | 2,035 | $55.10 | $112,130.54 |
DisclosureSEC source: 0000356309-26-000026 · wk-form4_1773778773.xml · nonDerivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,815 F1 · kind: The sales reported on this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 12, 2025. F3 · price: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $54.97 and $55.43. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 20:19 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | SaleCommon Stock | 2,035 | $55.10 | $112,127.08 |
DisclosureSEC source: 0000356309-26-000026 · wk-form4_1773778773.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,850 F1 · kind: The sales reported on this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 12, 2025. F2 · price: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $54.9675 and $55.43. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingPhantom Stock · Derivative | 90 | $44.85 | $4,036.50 |
DisclosureSEC source: 0000356309-25-000082 · wk-form4_1762462333.xml · derivative · entry 5 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,672.875 Underlying: Common Stock · 90 shares Expires not disclosed F4 · derivative.exercise_price: The phantom stock represents performance share units, which vested at 134 percent of target (plus 398 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the LDCC of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F3 · shares: Represents shares withheld to pay taxes due upon deferral of performance share unit award. F4 · derivative.exercise_date: The phantom stock represents performance share units, which vested at 134 percent of target (plus 398 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the LDCC of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F4 · derivative.expiration_date: The phantom stock represents performance share units, which vested at 134 percent of target (plus 398 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the LDCC of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F5 · balance_after: Total reflects a positive adjustment of 167.875 shares representing investment gains or losses and for dividends accrued under NJR's Officers' Deferred Compensation Plan. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock · Derivative | 3,802 | $44.85 | $170,519.70 |
DisclosureSEC source: 0000356309-25-000082 · wk-form4_1762462333.xml · derivative · entry 4 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,595 Underlying: Common Stock · 3,802 shares Expires not disclosed F4 · derivative.exercise_price: The phantom stock represents performance share units, which vested at 134 percent of target (plus 398 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the LDCC of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F4 · derivative.exercise_date: The phantom stock represents performance share units, which vested at 134 percent of target (plus 398 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the LDCC of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F4 · derivative.expiration_date: The phantom stock represents performance share units, which vested at 134 percent of target (plus 398 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the LDCC of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingPhantom Stock · Derivative | 61 | $44.85 | $2,735.85 |
DisclosureSEC source: 0000356309-25-000082 · wk-form4_1762462333.xml · derivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,793 Underlying: Common Stock · 61 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock represents performance share units, which vested at 97 percent of target (plus 272 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee (LDCC) of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F3 · shares: Represents shares withheld to pay taxes due upon deferral of performance share unit award. F2 · derivative.exercise_date: The phantom stock represents performance share units, which vested at 97 percent of target (plus 272 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee (LDCC) of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.expiration_date: The phantom stock represents performance share units, which vested at 97 percent of target (plus 272 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee (LDCC) of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock · Derivative | 2,571 | $44.85 | $115,309.35 |
DisclosureSEC source: 0000356309-25-000082 · wk-form4_1762462333.xml · derivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,854 Underlying: Common Stock · 2,571 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock represents performance share units, which vested at 97 percent of target (plus 272 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee (LDCC) of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.exercise_date: The phantom stock represents performance share units, which vested at 97 percent of target (plus 272 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee (LDCC) of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.expiration_date: The phantom stock represents performance share units, which vested at 97 percent of target (plus 272 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee (LDCC) of NJR performance versus the appliable performance goal. These shares have been deferred pursuant to NJR's Officers' Deferred Compensation Plan and are to be paid in four equal annual installments beginning in January 2029. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 5,583 | $44.85 | $250,397.55 |
DisclosureSEC source: 0000356309-25-000082 · wk-form4_1762462333.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,885 F1 · shares: Represents grant of restricted stock units (RSUs) under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. RSUs vest in three equal annual installments on October 15, 2026, October 15, 2027 and October 15, 2028. Each RSU represents a contingent right to receive one share of NJR Common Stock. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 18:08 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 840 | $46.22 | $38,824.80 |
DisclosureSEC source: 0000356309-25-000068 · wk-form4_1760724489.xml · nonDerivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,302 F5 · kind: Represents shares withheld to pay taxes due upon vesting of the first tranche of the RSU award previously granted on November 6, 2024. The second and third tranches will vest on October 15, 2026 and October 15, 2027, respectively. F6 · balance_after: Total adjusted for 65 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 18:08 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 991 | $46.22 | $45,804.02 |
DisclosureSEC source: 0000356309-25-000068 · wk-form4_1760724489.xml · nonDerivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,077 F3 · kind: Represents shares withheld to pay taxes due upon vesting of the second tranche of the RSU award previously granted on November 15, 2023. The final tranche will vest on October 15, 2026. F4 · balance_after: Total adjusted for 149 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 18:08 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 935 | $46.22 | $43,215.70 |
DisclosureSEC source: 0000356309-25-000068 · wk-form4_1760724489.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,919 F1 · kind: Represents shares withheld to pay taxes due upon vesting of the third and final tranche of the Restricted Stock Unit (RSU) award previously granted on November 10, 2022. F2 · balance_after: Total adjusted for 205 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of New Jersey Resources Corporation (NJR) Common Stock upon vesting. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 13:32 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | SaleCommon Stock | 1,173 | $50.00 | $58,650.00 |
DisclosureSEC source: 0000356309-25-000028 · wk-form4_1743514316.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,649 F1 · kind: The sale reported on this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 19, 2024. Read SEC document |
| March 24, 2025 Filed Mar 25, 2025 20:49 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | SaleCommon Stock | 1,173 | $48.57 | $56,973.90 |
DisclosureSEC source: 0000356309-25-000026 · wk-form4_1742935744.xml · nonDerivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,822 F1 · kind: The sale reported on this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 19, 2024. F3 · price: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $48.49 and $48.89. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 24, 2025 Filed Mar 25, 2025 20:49 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | SaleCommon Stock | 1,173 | $48.58 | $56,989.74 |
DisclosureSEC source: 0000356309-25-000026 · wk-form4_1742935744.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,995 F1 · kind: The sale reported on this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan, which was entered into on December 19, 2024. F2 · price: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $48.45 and $48.92. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 22:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingPhantom Stock · Derivative | 47 | $46.94 | $2,206.18 |
DisclosureSEC source: 0000356309-24-000075 · wk-form4_1731104704.xml · derivative · entry 5 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,283 Underlying: Common Stock · 47 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F3 · shares: Represents shares withheld to pay taxes due upon deferral of performance share unit award. F2 · derivative.exercise_date: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.expiration_date: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 22:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock · Derivative | 1,976 | $46.94 | $92,753.44 |
DisclosureSEC source: 0000356309-24-000075 · wk-form4_1731104704.xml · derivative · entry 4 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,330 Underlying: Common Stock · 1,976 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.exercise_date: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.expiration_date: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 22:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingPhantom Stock · Derivative | 57 | $46.94 | $2,675.58 |
DisclosureSEC source: 0000356309-24-000075 · wk-form4_1731104704.xml · derivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,354 Underlying: Common Stock · 57 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F3 · shares: Represents shares withheld to pay taxes due upon deferral of performance share unit award. F2 · derivative.exercise_date: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.expiration_date: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 22:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock · Derivative | 2,411 | $46.94 | $113,172.34 |
DisclosureSEC source: 0000356309-24-000075 · wk-form4_1731104704.xml · derivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,411 Underlying: Common Stock · 2,411 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.exercise_date: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. F2 · derivative.expiration_date: The phantom stock units represent a performance share unit award that has vested and has been deferred pursuant to NJR's Officer Deferred Compensation Plan and is to be paid out in four equal annual installments beginning on January 1, 2028. Each share of phantom stock is the economic equivalent of one share of NJR Common Stock. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 22:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 4,921 | $46.61 | $229,367.81 |
DisclosureSEC source: 0000356309-24-000075 · wk-form4_1731104704.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,168 F1 · shares: Represents grant of restricted stock units (RSUs) under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. RSUs vest in three equal annual installments on October 15, 2025, October 15, 2026 and October 15, 2027. Each RSU represents a contingent right to receive one share of NJR Common Stock. Read SEC document |
| October 15, 2024 Filed Oct 18, 2024 00:10 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 1,581 | $46.61 | $73,690.41 |
DisclosureSEC source: 0000356309-24-000063 · wk-form4_1729210229.xml · nonDerivative · entry 4 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,247 F7 · kind: Represents shares withheld to pay taxes due upon vesting of the Deferred Stock Retention (DSR) award previously granted on November 10, 2021. F8 · balance_after: Total adjusted for 326 accrued dividend equivalents payable upon vesting of DSRs. Each DSR and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2024 Filed Oct 18, 2024 00:10 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 953 | $46.61 | $44,419.33 |
DisclosureSEC source: 0000356309-24-000063 · wk-form4_1729210229.xml · nonDerivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,502 F5 · kind: Represents shares withheld to pay taxes due upon vesting of the first tranche of the RSU award previously granted on November 15, 2023. The second and third tranches will vest on October 15, 2025 and October 15, 2026, respectively. F6 · balance_after: Total adjusted for 72 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2024 Filed Oct 18, 2024 00:10 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 901 | $46.61 | $41,995.61 |
DisclosureSEC source: 0000356309-24-000063 · wk-form4_1729210229.xml · nonDerivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,383 F3 · kind: Represents shares withheld to pay taxes due upon vesting of the second tranche of the RSU award previously granted on November 10, 2022. The final tranche will vest on October 15, 2025. F4 · balance_after: Total adjusted for 136 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2024 Filed Oct 18, 2024 00:10 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 527 | $46.61 | $24,563.47 |
DisclosureSEC source: 0000356309-24-000063 · wk-form4_1729210229.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,148 F1 · kind: Represents shares withheld to pay taxes due upon vesting of the third and final tranche of the Restricted Stock Unit (RSU) award previously granted on November 10, 2021. F2 · balance_after: Total adjusted for 113 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of New Jersey Resources Corporation (NJR) Common Stock upon vesting. Read SEC document |
| November 15, 2023 Filed Nov 18, 2023 02:16 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 1,337 | $42.55 | $56,889.35 |
DisclosureSEC source: 0000356309-23-000074 · wk-form4_1700273792.xml · nonDerivative · entry 5 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,562 F3 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units. Read SEC document |
| November 15, 2023 Filed Nov 18, 2023 02:16 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 2,714 | $42.55 | $115,480.70 |
DisclosureSEC source: 0000356309-23-000074 · wk-form4_1700273792.xml · nonDerivative · entry 4 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,899 F4 · shares: Represents number of performance share units, which vested at 150 percent of target (plus 281 dividend equivalents), after a 36-month period beginning on October 1, 2020, upon certification by the LDCC of NJR's performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting. Read SEC document |
| November 15, 2023 Filed Nov 18, 2023 02:16 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 1,415 | $42.55 | $60,208.25 |
DisclosureSEC source: 0000356309-23-000074 · wk-form4_1700273792.xml · nonDerivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,185 F3 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units. Read SEC document |
| November 15, 2023 Filed Nov 18, 2023 02:16 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 2,873 | $42.55 | $122,246.15 |
DisclosureSEC source: 0000356309-23-000074 · wk-form4_1700273792.xml · nonDerivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,600 F2 · shares: Represents number of performance share units, which vested at 150 percent of target (plus 293 dividend equivalents), after a 36-month period beginning on October 1, 2020, upon certification by the Leadership Development and Compensation Committee (LDCC) of NJR performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting. Read SEC document |
| November 15, 2023 Filed Nov 18, 2023 02:16 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 5,584 | $42.55 | $237,599.20 |
DisclosureSEC source: 0000356309-23-000074 · wk-form4_1700273792.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,727 F1 · shares: Represents grant of restricted stock units (RSUs) under the New Jersey Resources Corporation (NJR) 2017 Stock Award and Incentive Plan. RSUs vest in three equal annual installments on October 15, 2024, October 15, 2025 and October 15, 2026, and each RSU represents a contingent right to receive one share of NJR Common Stock. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 01:12 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 866 | $42.05 | $36,415.30 |
DisclosureSEC source: 0000356309-23-000060 · wk-form4_1697505136.xml · nonDerivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,143 F5 · shares: Represents shares withheld to pay taxes due upon vesting of the first tranche of the RSU award previously granted on November 10, 2022. The second and third tranches will vest on October 15, 2024 and October 15, 2025, respectively. F6 · balance_after: Total adjusted for 65 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 01:12 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 507 | $42.05 | $21,319.35 |
DisclosureSEC source: 0000356309-23-000060 · wk-form4_1697505136.xml · nonDerivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,944 F3 · shares: Represents shares withheld to pay taxes due upon vesting of the second tranche of the RSU award previously granted on November 10, 2021. The final tranche will vest on October 15, 2024. F4 · balance_after: Total adjusted for 72 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 01:12 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 594 | $42.05 | $24,977.70 |
DisclosureSEC source: 0000356309-23-000060 · wk-form4_1697505136.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,379 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the third and final tranche of the Restricted Stock Unit (RSU) award previously granted on November 9, 2020. F2 · balance_after: Total adjusted for 124 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of New Jersey Resources Corporation (NJR) Common Stock upon vesting. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 23:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 5,079 | $46.00 | $233,634.00 |
DisclosureSEC source: 0000356309-22-000092 · wf-form4_166846829521232.xml · nonDerivative · entry 5 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,849 F4 · shares: Represents grant of restricted stock units (RSUs) under the NJR 2017 Stock Award and Incentive Plan. RSUs vest in three equal annual installments on October 15, 2023, October 15, 2024, and October 15, 2025 and each RSU represents a contingent right to receive one share of NJR Common Stock. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 23:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 619 | $43.92 | $27,186.48 |
DisclosureSEC source: 0000356309-22-000092 · wf-form4_166846829521232.xml · nonDerivative · entry 4 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,770 F2 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 23:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 1,256 | $43.89 | $55,125.84 |
DisclosureSEC source: 0000356309-22-000092 · wf-form4_166846829521232.xml · nonDerivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,389 F3 · shares: Represents number of performance share units, which vested at 112 percent of target (plus 132 dividend equivalents), after a 36-month period beginning on October 1, 2019, upon certification by the LDCC of NJR's performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 23:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 533 | $43.92 | $23,409.36 |
DisclosureSEC source: 0000356309-22-000092 · wf-form4_166846829521232.xml · nonDerivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,133 F2 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 23:25 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 1,082 | $43.92 | $47,521.44 |
DisclosureSEC source: 0000356309-22-000092 · wf-form4_166846829521232.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,666 F1 · shares: Represents number of performance share units, which vested at 105 percent of target (plus 113 dividend equivalents), after a 36-month period beginning on October 1, 2019, upon certification by the Leadership Development and Compensation Committee (LDCC) of New Jersey Resources Corporation's (NJR) performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2022 Filed Oct 18, 2022 18:19 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 487 | $39.48 | $19,226.76 |
DisclosureSEC source: 0000356309-22-000069 · wf-form4_166611714417643.xml · nonDerivative · entry 3 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,584 F5 · shares: Represents shares withheld to pay taxes due upon vesting of the first tranche of the RSU award previously granted on November 10, 2021. The second and third tranches will vest on October 15, 2023 and October 15, 2024, respectively. F6 · balance_after: Total adjusted for 31 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2022 Filed Oct 18, 2022 18:19 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 571 | $39.48 | $22,543.08 |
DisclosureSEC source: 0000356309-22-000069 · wf-form4_166611714417643.xml · nonDerivative · entry 2 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,040 F3 · shares: Represents shares withheld to pay taxes due upon vesting of the second tranche of the RSU award previously granted on November 9, 2020. The final tranche will vest on October 15, 2023. F4 · balance_after: Total adjusted for 77 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. Read SEC document |
| October 15, 2022 Filed Oct 18, 2022 18:19 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 339 | $39.48 | $13,383.72 |
DisclosureSEC source: 0000356309-22-000069 · wf-form4_166611714417643.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,534 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the third and final tranche of the Restricted Stock Unit (RSU) award previously granted on November 12, 2019. F2 · balance_after: Total adjusted for 71 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of New Jersey Resources Corporation (NJR) Common Stock upon vesting. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 18:29 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 1,172 | $47.17 | $55,283.24 |
DisclosureSEC source: 0000356309-22-000044 · wf-form4_164909695790278.xml · nonDerivative · entry 1 Bel Roberto · CIK 0001900875 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,802 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the third and final tranche of the Restricted Stock Unit (RSU) award granted on April 1, 2019. F2 · balance_after: Total adjusted for 224 accrued dividend equivalents payable upon vesting of RSUs. Each RSU and dividend equivalent converts into one share of New Jersey Resources Corporation Common Stock upon vesting. 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.