[Form 3] NEXTERA ENERGY INC Initial Statement of Beneficial Ownership
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
NextEra Energy Inc. executive Scott Robert Bores, President and CEO of a subsidiary, reported his initial beneficial ownership of company equity on a Form 3. He indirectly holds 244 shares of common stock through his spouse and 3,480 shares through a retirement savings plan trust, and directly owns 33,200 common shares. He also holds several employee stock options to buy common stock at exercise prices ranging from $57.27 to $91.93 with expirations from 2033 to 2037, plus 819 phantom shares credited under a supplemental executive retirement plan that are payable in cash after his employment ends.
Positive
- None.
Negative
- None.
Insider Trade Summary
10 transactions reported
Mixed
10 txns
Insider
Bores Scott Robert
Role
Pres. and CEO of Sub
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Phantom Shares | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Phantom Shares — 819 shares (Direct, null);
Employee Stock Option (Right to Buy) — 2,390 shares (Direct, null);
Common Stock — 33,200 shares (Direct, null);
Common Stock — 3,480 shares (Indirect, By Retirement Savings Plan Trust)
Footnotes (1)
- Phantom shares credited to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP"). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Option to buy 2,390 shares became exercisable in three substantially equal annual installments beginning on February 15, 2023 at an exercise price of $75.38. Option to buy 2,325 shares became exercisable in three substantially equal annual installments beginning on February 15, 2024 at an exercise price of $75.69. Option to buy 1,393 shares became exercisable in three substantially equal annual installments beginning on May 16, 2024 at an exercise price of $75.84. Option to buy 5,616 shares became exercisable in three substantially equal annual installments beginning on February 15, 2025 at an exercise price of $57.27. Option to buy 7,204 shares became exercisable in three substantially equal annual installments beginning on February 15, 2026 at an exercise price of $68.60. Option to buy 19,118 shares become exercisable in three substantially equal annual installments beginning on February 15, 2027 at an exercise price of $91.93.
