Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Encompass Health CorpEHC · Entity 3460 | Director | April 15, 2024 | April 16, 2024 |
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | Director | January 05, 2026 | January 07, 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.
Encompass Health Corp
Report date April 15, 2024 · Filed April 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Encompass Health Common StockSEC Table I · non-derivative | Direct | 99,938 |
Reported balance
After 2024-04-15 transaction · row 1
1 source rowRow 1 · 2024-04-15 · Grant · Acquired 184 · Balance 99,938 F1: Pursuant to outstanding restricted stock unit award agreements, additional restricted stock units ("RSUs") are credited to each non-employee director's account in connection with common stock dividend payments. The number of RSUs credited is equal to (a) the product of (i) the number of the RSUs in each director's account on the associated dividend record date and (ii) the per share dividend, divided by (b) the closing price on the dividend payment date. On April 15, 2024, Encompass Health paid a dividend on its common stock of $0.15 per share and the closing price was $80.73. The transaction reported on this Form 4 is an award of RSUs associated with that dividend payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to outstanding restricted stock unit award agreements, additional restricted stock units ("RSUs") are credited to each non-employee director's account in connection with common stock dividend payments. The number of RSUs credited is equal to (a) the product of (i) the number of the RSUs in each director's account on the associated dividend record date and (ii) the per share dividend, divided by (b) the closing price on the dividend payment date. On April 15, 2024, Encompass Health paid a dividend on its common stock of $0.15 per share and the closing price was $80.73. The transaction reported on this Form 4 is an award of RSUs associated with that dividend payment.
NEW JERSEY RESOURCES CORP
Report date January 05, 2026 · Filed January 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,565.876 |
Reported balance
After 2026-01-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-05 · Exercise / conversion · Acquired 1,007 · Balance 4,565.876 F1: Represents the distribution of restricted stock units, including 137 shares for accrued dividends, for the 2021 restricted stock unit vesting that was deferred pursuant to the New Jersey Resources Corporation ("NJR") Directors' Deferred Compensation Plan. Each share of restricted stock units and dividend equivalents is the economic equivalent of one share of NJR Common Stock. F2: Total adjusted for .078 accrued dividends under the NJR Dividend and Reinvestment Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,030.879 |
Reported balance
After 2026-01-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-05 · Exercise / conversion · Disposed 870.2 · Balance 4,030.879 F3: Each restricted stock unit represents a contingent right to receive one share of NJR's Common Stock plus dividend equivalents. F4: The restricted stock unit award represents director fees that were deferred pursuant to the NJR Directors' Deferred Compensation Plan to be paid in NJR Common Stock in five installments beginning in January 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the distribution of restricted stock units, including 137 shares for accrued dividends, for the 2021 restricted stock unit vesting that was deferred pursuant to the New Jersey Resources Corporation ("NJR") Directors' Deferred Compensation Plan. Each share of restricted stock units and dividend equivalents is the economic equivalent of one share of NJR Common Stock.
F2: Total adjusted for .078 accrued dividends under the NJR Dividend and Reinvestment Plan.
F3: Each restricted stock unit represents a contingent right to receive one share of NJR's Common Stock plus dividend equivalents.
F4: The restricted stock unit award represents director fees that were deferred pursuant to the NJR Directors' Deferred Compensation Plan to be paid in NJR Common Stock in five installments beginning in January 2026.
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 |
|---|---|---|---|---|---|---|
| January 17, 2017 Filed Jan 19, 2017 19:09 UTC | Encompass Health Corp HLS · Entity 3460 | GrantHealthsouth Common Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001999 · form4.xml · nonDerivative · entry 1 CORRELL DONALD L · CIK 0001199794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,356 F1 · shares: Pursuant to outstanding restricted stock unit award agreements, additional restricted stock units ("RSUs") are credited to each non-employee director's account on common stock dividend payment dates. The number of RSUs credited is equal to (a) the product of (i) the number of the RSUs in each director's account on the associated dividend record date and (ii) the per share dividend, divided by (b) the closing price on the dividend payment date. On January 17, 2017, HealthSouth paid a dividend on its common stock of $0.24 per share. The transaction reported on this Form 4 is an award of RSUs associated with that dividend payment. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:16 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Units · Derivative | 2,849 | $35.10 | $99,999.90 |
DisclosureSEC source: 0000356309-17-000014 · wf-form4_148365096407750.xml · derivative · entry 1 CORRELL DONALD L · CIK 0001199794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,320.593 Underlying: Common Stock · 2,849 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in five equal annual payments in NJR Common Stock when Mr. Correll ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in five equal annual payments in NJR Common Stock when Mr. Correll ceases to be a Director. F3 · balance_after: Total includes an accrual of 403.304 shares of NJR Common Stock through the NJR Dividend Reinvestment Plan. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 17:54 UTC | Encompass Health Corp HLS · Entity 3460 | GrantHealthsouth Common Stock | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064999 · form4.xml · nonDerivative · entry 1 CORRELL DONALD L · CIK 0001199794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,023 F1 · shares: Pursuant to outstanding restricted stock unit award agreements, additional restricted stock units ("RSUs") are credited to each non-employee director's account on common stock dividend payment dates. The number of RSUs credited is equal to (a) the product of (i) the number of the RSUs in each director's account on the associated dividend record date and (ii) the per share dividend, divided by (b) the closing price on the dividend payment date. On October 17, 2016, HealthSouth paid a dividend on its common stock of $0.24 per share. The transaction reported on this Form 4 is an award of RSUs associated with that dividend payment. 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.