Form 4 for NJR NEW JERSEY RESOURCES CORP
Accepted 2024-01-08 00:00:00 ET · period of report 2024-01-04 · accession 0000356309-24-000004 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-01-08 | 2024-01-04 | NJR | Shea Jacqueline K | SVP, CIO | M - OptEx | $45.32 | +1,038 | 31.1K | +3% | +$47.0K |
| D | 2024-01-08 | 2024-01-04 | NJR | Shea Jacqueline K | SVP, CIO | F - Tax | $45.32 | -592 | 30.5K | -2% | -$26.8K |
| D | 2024-01-08 | 2024-01-04 | NJR | Shea Jacqueline K | SVP, CIO | M - OptEx | $45.32 | -1,002 | 905.31 | -53% | -$45.4K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-01-04 | M | A | 1,038 | $45.32 | 31,084.72 | D | — | — | (F1) Represents the fourth distribution of phantom stock units representing performance share units that vested in November 2019 and were deferred pursuant to the New Jersey Resources ("NJR") Officers Deferred Compensation Plan. The remaining shares will be distributed in January 2025. Each share of phantom stock and dividend equivalent is the economic equivalent of one share of NJR Common Stock. |
| 2 | Common | Common Stock | 2024-01-04 | F | D | 592 | $45.32 | 30,492.72 | D | — | — | (F2) Represents shares withheld to cover taxes of deferred compensation distribution. |
| 3 | Derivative | Phantom Stock | 2024-01-04 | M | D | 1,002 | $45.32 | 905.31 | D | — · — to — | 1,038.78 Common Stock | (F3) Each Phantom Stock Unit is the economic equivalent of one (1) share of NJR Common Stock. (F1) Represents the fourth distribution of phantom stock units representing performance share units that vested in November 2019 and were deferred pursuant to the New Jersey Resources ("NJR") Officers Deferred Compensation Plan. The remaining shares will be distributed in January 2025. Each share of phantom stock and dividend equivalent is the economic equivalent of one share of NJR Common Stock. |