Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | Director · President & CEO | September 30, 2026 | October 03, 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 September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 261,832.31 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 14,046 · Balance 261,832.31 F1: Represents third and final vesting of Performance-Based Restricted Stock Units (PBRSUs) previously granted on November 15, 2023, plus 1,512 accrued dividend equivalents. The applicable performance goal has been satisfied by New Jersey Resources Corporation (NJR) and certified by the Leadership Development and Compensation Committee of the Board of Directors (LDCC). Each PBRSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. |
| Common StockSEC Table I · non-derivative | Direct | 254,728.31 |
Reported balance
After 2026-09-30 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-30 · Tax withholding · Disposed 7,104 · Balance 254,728.31 F2: Represents shares withheld to pay taxes due upon vesting of PBRSUs. |
| Common StockSEC Table I · non-derivative | Direct | 268,016.31 |
Reported balance
After 2026-09-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-30 · Grant · Acquired 13,288 · Balance 268,016.31 F3: Represents vesting of the second tranche of PBRSUs, previously granted on November 6, 2024, plus 969 accrued dividend equivalents. The third and final tranche will vest on September 30, 2027. The applicable performance goal has been satisfied by NJR and certified by the LDCC. Each PBRSU and dividend equivalent converts into one share of NJR Common Stock upon vesting. |
| Common StockSEC Table I · non-derivative | Direct | 261,320.317 |
Reported balance
After 2026-09-30 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-09-30 · Tax withholding · Disposed 6,797 · Balance 261,320.317 F2: Represents shares withheld to pay taxes due upon vesting of PBRSUs. F4: Total reflects adjustment of 101.007 shares accrued through dividends under the NJR Employee Retirement Savings 401(k) and Employee Stock Ownership Plans. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents third and final vesting of Performance-Based Restricted Stock Units (PBRSUs) previously granted on November 15, 2023, plus 1,512 accrued dividend equivalents. The applicable performance goal has been satisfied by New Jersey Resources Corporation (NJR) and certified by the Leadership Development and Compensation Committee of the Board of Directors (LDCC). Each PBRSU and dividend equivalent converts into one share of NJR Common Stock upon vesting.
F2: Represents shares withheld to pay taxes due upon vesting of PBRSUs.
F3: Represents vesting of the second tranche of PBRSUs, previously granted on November 6, 2024, plus 969 accrued dividend equivalents. The third and final tranche will vest on September 30, 2027. The applicable performance goal has been satisfied by NJR and certified by the LDCC. Each PBRSU and dividend equivalent converts into one share of NJR Common Stock upon vesting.
F4: Total reflects adjustment of 101.007 shares accrued through dividends under the NJR Employee Retirement Savings 401(k) and Employee Stock Ownership Plans.
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 |
|---|---|---|---|---|---|---|
| October 15, 2017 Filed Nov 2, 2017 19:16 UTC Amendment | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantDeferred Stock Units · Derivative | 43,687 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-17-000145 · wf-form4a_150965015639187.xml · derivative · entry 3 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,687 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of New Jersey Resources Corporation common stock. F3 · shares: Reflects a correction to Item 5 of Table II, which incorrectly listed the derivative securities as acquired rather than disposed of. F2 · derivative.exercise_date: Each deferred stock unit represents a contingent right to receive one share of New Jersey Resources Corporation common stock. F2 · derivative.expiration_date: Each deferred stock unit represents a contingent right to receive one share of New Jersey Resources Corporation common stock. Read SEC document |
| October 15, 2017 Filed Nov 2, 2017 19:16 UTC Amendment | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 24,542 | $43.30 | $1,062,668.60 |
DisclosureSEC source: 0000356309-17-000145 · wf-form4a_150965015639187.xml · nonDerivative · entry 2 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,891.352 F1 · balance_after: The total amount of securities beneficially owned has been corrected to (i) reflect accrued dividends of 2,301.311 on the vested awards, through the New Jersey Resources Corporation ("NJR") Dividend Reinvestment Plan, through the NJR ESOP Plan and the NJR Employee Retirement Savings Plan and (ii) the withholding of an additional 245 shares to satisfy tax withholding obligations in connection with the vesting of Performance Shares that were inadvertently not reported due to an administrative error. Read SEC document |
| October 15, 2017 Filed Nov 2, 2017 19:16 UTC Amendment | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 43,687 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-17-000145 · wf-form4a_150965015639187.xml · nonDerivative · entry 1 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,377.041 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 23:18 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Exercise / conversionPerformance Shares · Derivative | 2,744 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000275 · wf-form4_147942467336937.xml · derivative · entry 7 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,744 shares Expires not disclosed 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. F2 · derivative.exercise_price: Represents number of Performance Shares, which vested at 150% of the target amount (plus accrued dividends), after a 36-month period beginning on October 1, 2013, 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. F2 · derivative.exercise_date: Represents number of Performance Shares, which vested at 150% of the target amount (plus accrued dividends), after a 36-month period beginning on October 1, 2013, 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. F2 · derivative.expiration_date: Represents number of Performance Shares, which vested at 150% of the target amount (plus accrued dividends), after a 36-month period beginning on October 1, 2013, 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. F4 · derivative.underlying_shares: Total reflects a two for one stock split on March 3, 2015. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 23:18 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Exercise / conversionPerformance Shares · Derivative | 3,758 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000275 · wf-form4_147942467336937.xml · derivative · entry 6 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,758 shares Expires not disclosed 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 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 |
| November 15, 2016 Filed Nov 17, 2016 23:18 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 8,581 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000275 · wf-form4_147942467336937.xml · nonDerivative · entry 5 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,690.041 F3 · balance_after: Represents grant of deferred stock units under the New Jersey Resources Corporation (NJR) 2007 Stock Award and Incentive Plan. Each deferred stock unit vests on October 15, 2019 and represents a contingent right to receive one share of NJR common stock. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 23:18 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 2,342 | $34.45 | $80,681.90 |
DisclosureSEC source: 0000356309-16-000275 · wf-form4_147942467336937.xml · nonDerivative · entry 4 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,109.041 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 23:18 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Exercise / conversionCommon Stock | 4,514.988 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000275 · wf-form4_147942467336937.xml · nonDerivative · entry 3 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,451.041 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. F2 · balance_after: Represents number of Performance Shares, which vested at 150% of the target amount (plus accrued dividends), after a 36-month period beginning on October 1, 2013, 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 |
| November 15, 2016 Filed Nov 17, 2016 23:18 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 1,817 | $34.45 | $62,595.65 |
DisclosureSEC source: 0000356309-16-000275 · wf-form4_147942467336937.xml · nonDerivative · entry 2 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,936.053 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 23:18 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Exercise / conversionCommon Stock | 3,503.944 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000275 · wf-form4_147942467336937.xml · nonDerivative · entry 1 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,753.053 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 00:21 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Exercise / conversionDeferred Stock Units · Derivative | 9,526.511 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000241 · wf-form4_147683649535306.xml · derivative · entry 4 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,526.511 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive on share of New Jersey Resources Corporation Common Stock plus accrued dividends. F4 · derivative.exercise_date: Deferred stock unit award is payable subject to certain conditions on 10/15/16. F4 · derivative.expiration_date: Deferred stock unit award is payable subject to certain conditions on 10/15/16. Read SEC document |
| October 15, 2016 Filed Oct 19, 2016 00:21 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000241 · wf-form4_147683649535306.xml · nonDerivative · entry 3 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,249.109 Read SEC document |
| October 15, 2016 Filed Oct 19, 2016 00:21 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Tax withholdingCommon Stock | 4,940 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000241 · wf-form4_147683649535306.xml · nonDerivative · entry 2 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,049.109 Read SEC document |
| October 15, 2016 Filed Oct 19, 2016 00:21 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantCommon Stock | 9,526.511 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-16-000241 · wf-form4_147683649535306.xml · nonDerivative · entry 1 Westhoven Stephen D · CIK 0001492218 · Senior V.P., Subsidiaries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,989.109 F1 · balance_after: Total includes shares held in New Jersey Resources Corporation (NJR) ESOP Plan and 401(k) Plan, which are accounted for on a unitized basis that reflects a calculated value. F2 · balance_after: Total includes an accrual of 1,095.705 shares of NJR Common Stock through the NJR Dividend Reinvestment and Stock Purchase Plan. 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.