Coffey Robert's Form 4 filing
Nextera Energy IncNEE · filed Feb 21, 2023
- Accession no.
- 0001062993-23-004144
- Filed
- Feb 21, 2023
- Trade date
- Apr 22, 2022-Feb 16, 2023
- Filing delay
- 305 daysLate
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 5 non-derivative transactions and 2 derivative transactions. Open-market purchases total $3.70K. It was filed 305 days after the trade, past the 2-business-day deadline.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Coffey RobertCIK 0001867736 | Officer (EVP, Nuclear Div & CNO) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 16, 2023 | Common Stock | AGrant or awardAcquired | +3,281 | $0.00 | $0 | 14,770 | Direct | |
| Feb 16, 2023 | Common Stock | AGrant or awardAcquired | +1,764 | $0.00 | $0 | 16,534 | Direct | |
| Feb 16, 2023 | Common Stock | FTax withholdingDisposed | −517 | $75.69 | −$39,131.73 | 16,017 | Direct | |
| Feb 16, 2023 | Common Stock | FTax withholdingDisposed | −725 | $75.69 | −$54,875.25 | 15,292 | Direct | |
| Apr 22, 2022 | Common Stock | PPurchaseAcquired | +50 | $73.91 | +$3,695.5 | 50 | Indirect |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 16, 2023 | Common Stock | AGrant or awardAcquired | 0 | –F5 | – | 1,888 | Direct | |
| Feb 16, 2023 | Common Stock | AGrant or awardAcquired | +16,504 | $0.00 | $0 | 16,504 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F5
Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a) certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($83.60 in 2022). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries.
Referenced by the price of 1 transaction in Table II.