Abbott director granted 76 stock equivalent units
Alpern Robert J reported acquisition or exercise transactions in this Form 4 filing.
Rhea-AI Filing Summary
Alpern Robert J reported acquisition or exercise transactions in this Form 4 filing.
ABBOTT LABORATORIES director Robert J. Alpern received a grant of 76 stock equivalent units on March 31, 2026 as part of his director compensation. These units are valued at $102.67 per unit and track the return of Abbott common shares.
The units are credited to a stock equivalent unit account in a grantor trust established by the director and are generally paid out in cash at age 65 or upon retirement from the board. After this award and dividend reinvestment activity, his balance totals 10,544 stock equivalent units in this account.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 76 shares
Grant/Award
1 txn
Insider
Alpern Robert J
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Stock Equivalent Units | 76 | $102.67 | $8K |
Holdings After Transaction:
Stock Equivalent Units — 10,544 contracts (Direct)
Footnotes (2)
- F1. Director fees credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott shares.
- F2. Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature.
Key Figures
Stock equivalent units granted: 76 units
Per-unit value: $102.67 per unit
Total stock equivalent units after award: 10,544 units
3 metrics
Stock equivalent units granted
76 units
Director award on March 31, 2026
Per-unit value
$102.67 per unit
Value used for the 76-unit award
Total stock equivalent units after award
10,544 units
Balance in director’s stock equivalent unit account after transaction
Key Terms
Stock Equivalent Units, grantor trust, dividend reinvestment feature
3 terms
Stock Equivalent Units financial
"Director fees credited to a stock equivalent unit account under a grantor trust"
Stock equivalent units are financial claims or instruments that are treated as if they were actual shares for purposes like calculating ownership, dilution, and earnings per share. Think of them as promises or placeholders for future slices of company pie—options, restricted units, or convertible securities—that don’t yet sit on the table but will reduce each existing slice when converted. Investors track them because they change how much of a company each share really represents and can affect valuation and voting power.
grantor trust financial
"under a grantor trust established by the director and paid, in cash, generally at age 65"
A grantor trust is a legal arrangement where the person who puts assets into the trust keeps enough control or rights that, for tax and legal purposes, those assets are treated as still belonging to that person. For investors, that matters because income, gains and losses generated by the trust typically flow through to the grantor (or directly to investors) for tax reporting and distributions, affecting after-tax returns and cash flow predictability — think of it like a mailbox that forwards all the mail back to the sender rather than holding it inside.
dividend reinvestment feature financial
"Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature."
FAQ
What did Abbott Laboratories (ABT) disclose in this Form 4 for director Robert J. Alpern?
Abbott Laboratories reported that director Robert J. Alpern received 76 stock equivalent units as a compensation award. These units track Abbott share performance and are credited to his stock equivalent unit account in a grantor trust for later cash payment.
How many stock equivalent units does Robert J. Alpern hold after this Abbott (ABT) transaction?
After the March 31, 2026 award, Robert J. Alpern holds 10,544 stock equivalent units. This balance includes both the 76 newly credited units and additional units acquired over time through a dividend reinvestment feature tied to Abbott shares.
Was this Abbott (ABT) Form 4 an open-market stock purchase or sale?
No, this Form 4 reflects a grant of 76 stock equivalent units as director fees, not an open-market trade. The units are credited to a stock equivalent unit account and mirror Abbott share performance until paid in cash at a future retirement-related date.
How are the Abbott (ABT) stock equivalent units for Robert J. Alpern valued?
The 76 stock equivalent units were recorded at $102.67 per unit, matching Abbott’s share-based value on the grant date. The units earn the same return as if director fees were invested directly in Abbott shares over time.
When will Robert J. Alpern receive cash for these Abbott (ABT) stock equivalent units?
The filing states that stock equivalent units are generally paid in cash at age 65 or upon retirement from the board. Until then, the units remain in a grantor trust account and track Abbott share performance, including dividend reinvestments.
AI-generated analysis. How Rhea-AI works. Not financial advice.
