NextEra Energy (NYSE: NEE) executive updates holdings after tax share withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
NextEra Energy Inc. executive Brian W. Bolster reported routine equity compensation activity. The filing shows 1,251 shares of common stock were disposed of at $95.39 per share as a tax-withholding disposition to satisfy tax obligations on the vesting of restricted stock granted on May 6, 2024.
After this withholding, Bolster directly holds 44,769 shares of NextEra Energy common stock and indirectly holds 511 shares through a Retirement Savings Plan Trust. The disposition was not an open-market sale but a share withholding mechanism for taxes.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Bolster Brian W
Role
Pres. and CEO of Sub
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 1,251 | $95.39 | $119K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 44,769 shares (Direct, null);
Common Stock — 511 shares (Indirect, By Retirement Savings Plan Trust)
Footnotes (1)
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Key Figures
Tax-withheld shares: 1,251 shares
Tax-withholding share value: $95.39 per share
Direct holdings after transaction: 44,769 shares
+1 more
4 metrics
Tax-withheld shares
1,251 shares
Shares withheld to satisfy tax obligations on restricted stock vesting
Tax-withholding share value
$95.39 per share
Valuation of common stock used for tax withholding
Direct holdings after transaction
44,769 shares
Common stock directly owned by Brian W. Bolster after withholding
Indirect holdings after transaction
511 shares
Common stock held through Retirement Savings Plan Trust
Key Terms
Restricted stock, tax withholding obligations, Retirement Savings Plan Trust, Form 4
4 terms
Restricted stock financial
"Restricted stock withheld by Issuer to satisfy tax withholding obligations"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
tax withholding obligations financial
"Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting"
Retirement Savings Plan Trust financial
"nature_of_ownership: By Retirement Savings Plan Trust"
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
What did Brian W. Bolster report in this Form 4 for NEXTERA ENERGY INC (NEE)?
Brian W. Bolster reported a tax-related share disposition, not an open-market trade. The filing shows shares withheld by the issuer to cover taxes due on vesting restricted stock, along with updated direct and indirect share holdings.
Was this NEXTERA ENERGY INC (NEE) Form 4 a market sale by Brian W. Bolster?
No, the Form 4 does not show an open-market sale. It reports shares withheld by the issuer to cover tax liabilities on vesting restricted stock, a common non-market transaction that adjusts share count without indicating a discretionary stock sale.