Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | SVP, Human Resources | November 04, 2025 | November 06, 2025 |
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 November 04, 2025 · Filed November 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,815 |
Ending reported balance
After 2025-11-04 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2025-11-04 · Grant · Acquired 3,155 · Balance 18,371 F1: 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. Row 2 · 2025-11-04 · Grant · Acquired 2,126 · Balance 20,497 F2: Represents number of performance share units, which vested at 134 percent of target (plus 226 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee of NJR performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting. Row 3 · 2025-11-04 · Tax withholding · Disposed 667 · Balance 19,830 F3: Represents shares withheld to pay taxes due upon vesting of performance share units. Row 4 · 2025-11-04 · Grant · Acquired 1,435 · Balance 21,265 F4: Represents number of performance share units, which vested at 97 percent of target (plus 151 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the 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. Row 5 · 2025-11-04 · Tax withholding · Disposed 450 · Balance 20,815 F3: Represents shares withheld to pay taxes due upon vesting of performance share units. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Represents number of performance share units, which vested at 134 percent of target (plus 226 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee of NJR performance versus the applicable performance goal. Performance share units and dividend equivalents convert into one share of NJR Common Stock upon vesting.
F3: Represents shares withheld to pay taxes due upon vesting of performance share units.
F4: Represents number of performance share units, which vested at 97 percent of target (plus 151 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the 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.
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 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 450 | $44.85 | $20,182.50 |
DisclosureSEC source: 0000356309-25-000084 · wk-form4_1762462344.xml · nonDerivative · entry 5 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,815 F3 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 1,435 | $44.85 | $64,359.75 |
DisclosureSEC source: 0000356309-25-000084 · wk-form4_1762462344.xml · nonDerivative · entry 4 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,265 F4 · shares: Represents number of performance share units, which vested at 97 percent of target (plus 151 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the 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 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 667 | $44.85 | $29,914.95 |
DisclosureSEC source: 0000356309-25-000084 · wk-form4_1762462344.xml · nonDerivative · entry 3 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,830 F3 · shares: Represents shares withheld to pay taxes due upon vesting of performance share units. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 2,126 | $44.85 | $95,351.10 |
DisclosureSEC source: 0000356309-25-000084 · wk-form4_1762462344.xml · nonDerivative · entry 2 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,497 F2 · shares: Represents number of performance share units, which vested at 134 percent of target (plus 226 dividend equivalents), after a 36-month period beginning on October 1, 2022, upon certification by the Leadership Development and Compensation Committee 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 04, 2025 Filed Nov 6, 2025 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 3,155 | $44.85 | $141,501.75 |
DisclosureSEC source: 0000356309-25-000084 · wk-form4_1762462344.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,371 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 | 309 | $42.66 | $13,181.94 |
DisclosureSEC source: 0000356309-25-000067 · wk-form4_1760724484.xml · nonDerivative · entry 3 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,216 F5 · shares: 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 38 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 | 443 | $42.66 | $18,898.38 |
DisclosureSEC source: 0000356309-25-000067 · wk-form4_1760724484.xml · nonDerivative · entry 2 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,487 F3 · shares: 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 105 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 | 333 | $42.66 | $14,205.78 |
DisclosureSEC source: 0000356309-25-000067 · wk-form4_1760724484.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,825 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 10, 2022. F2 · balance_after: Total adjusted for 115 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 |
| September 30, 2025 Filed Oct 2, 2025 20:54 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 1,911 | $48.15 | $92,014.65 |
DisclosureSEC source: 0000356309-25-000053 · wk-form4_1759438460.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,043 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the third and final tranche of 56 percent of the Restricted Stock Unit (RSU) award previously granted on November 10, 2022. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation (NJR) Common Stock. F2 · balance_after: Total adjusted upward for 660 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 |
| November 06, 2024 Filed Nov 8, 2024 22:31 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 2,839 | $46.94 | $133,262.66 |
DisclosureSEC source: 0000356309-24-000080 · wk-form4_1731104753.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,294 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 00:09 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 426 | $46.61 | $19,855.86 |
DisclosureSEC source: 0000356309-24-000057 · wk-form4_1729210167.xml · nonDerivative · entry 2 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,455 F3 · shares: 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. F4 · balance_after: Total adjusted for 51 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 00:09 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 320 | $46.61 | $14,915.20 |
DisclosureSEC source: 0000356309-24-000057 · wk-form4_1729210167.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,830 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the second tranche of the Restricted Stock Unit (RSU) award previously granted on November 10, 2022. The final tranche will vest on October 15, 2025. F2 · balance_after: Total adjusted for 74 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 |
| September 30, 2024 Filed Oct 2, 2024 23:29 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 736 | $47.20 | $34,739.20 |
DisclosureSEC source: 0000356309-24-000049 · wk-form4_1727911748.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,904 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the second tranche of 22 percent of the Restricted Stock Unit (RSU) award previously granted on November 10, 2022. The third and final installment of 56 percent will vest on September 30, 2025. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation (NJR) Common Stock. F2 · balance_after: Total adjusted for 172 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 |
| November 15, 2023 Filed Nov 18, 2023 02:17 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 3,919 | $42.55 | $166,753.45 |
DisclosureSEC source: 0000356309-23-000079 · wk-form4_1700273853.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,640 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 01:11 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 308 | $42.05 | $12,951.40 |
DisclosureSEC source: 0000356309-23-000056 · wk-form4_1697505091.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,721 F1 · 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. F2 · balance_after: Total adjusted for 35 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 |
| September 30, 2023 Filed Oct 4, 2023 00:10 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 708 | $40.63 | $28,766.04 |
DisclosureSEC source: 0000356309-23-000048 · wk-form4_1696378221.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,994 F1 · shares: Represents shares withheld to pay taxes due upon vesting of the first tranche of 22 percent of the Restricted Stock Unit (RSU) award previously granted on November 10, 2022. The second annual installment of 22 percent will vest on September 30, 2024, and the third and final installment of 56 percent will vest on September 30, 2025. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation (NJR) Common Stock. F2 · balance_after: Total adjusted for 82 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 |
| November 10, 2022 Filed Nov 14, 2022 23:23 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 2,837 | $46.00 | $130,502.00 |
DisclosureSEC source: 0000356309-22-000089 · wf-form4_166846821377105.xml · nonDerivative · entry 2 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,620 F2 · shares: Represents grant of 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 10, 2022 Filed Nov 14, 2022 23:23 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 9,783 | $46.00 | $450,018.00 |
DisclosureSEC source: 0000356309-22-000089 · wf-form4_166846821377105.xml · nonDerivative · entry 1 DelGiudice Lori · CIK 0001953981 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,783 F1 · shares: Represents grant of restricted stock units (RSUs) under the New Jersey Resources Corporation 2017 Stock Award and Incentive Plan. RSUs vest in three annual installments of 22 percent on each of October 15, 2023 and October 15, 2024, and 56 percent on October 15, 2025. Each RSU represents a contingent right to receive one share of NJR Common Stock. 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.