Key facts
- This page summarizes Jacqueline K. Shea's Form 4 filing for NEW JERSEY RESOURCES CORP (NJR).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 08 Jan 2025, 19:59.
Jacqueline K. Shea - 06 Jan 2025 Form 4 Insider Report for NEW JERSEY RESOURCES CORP (NJR)
- Reporting relationship
- SVP, Chief Information Officer
- Issuer ticker
- NJR
- Reported as of
- 06 Jan 2025
- Net transaction value
- -$28,133
- SEC form
- 4
- Accepted by SEC
- 08 Jan 2025, 19:59:39 UTC
- Prior SEC filing
- 08 Nov 2024
- Next SEC filing
- 17 Oct 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Tejal K. Mehta, as attorney-in-fact for Jacqueline K. Shea
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jacqueline K. Shea filed Form 4 for NEW JERSEY RESOURCES CORP (NJR) on 08 Jan 2025.
Change
- Previous filing in this sequence was filed on 08 Nov 2024.
- Current net transaction value: -$28,133.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
NJR
transaction
Common Stock
Options Exercise
- Transaction value
- $49,289
- Shares
- +1,079
- Change %
- +3.1%
- Price
- $45.68
- Shares after
- 35,571
- Date
- 06 Jan 2025
- Ownership
- Direct
- Footnotes
- F1
NJR
transaction
Common Stock
Tax liability
- Transaction value
- $28,093
- Shares
- -615
- Change %
- -1.7%
- Price
- $45.68
- Shares after
- 35,216
- Date
- 06 Jan 2025
- Ownership
- Direct
- Footnotes
- F2, F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
NJR
transaction
Derivative
Phantom Stock
Options Exercise
- Transaction value
- $49,329
- Shares
- -1,080
- Change %
- -100%
- Price
- $45.68
- Shares after
- 0
- Date
- 06 Jan 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,080
- Exercise price
- Footnotes
- F1, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
Represents the fifth and final 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. Each share of phantom stock and dividend equivalent is the economic equivalent of one share of NJR Common Stock.
Footnote F2
Represents shares withheld to cover taxes of deferred compensation distribution.
Footnote F3
Total adjusted for 259.421 accrued dividends under the NJR Dividend and Reinvestment Plan.
Footnote F4
Each phantom stock unit is the economic equivalent of one (1) share of NJR Common Stock.