Disney (NYSE: DIS) director Carolyn Everson granted 1,064.7 shares in award
Rhea-AI Filing Summary
Everson Carolyn reported acquisition or exercise transactions in this Form 4 filing.
Walt Disney Co director Carolyn Everson received a grant of 1,064.7 shares of Disney common stock as compensation. The grant is recorded at $96.96 per share and is categorized as a grant or award rather than an open-market purchase.
After this transaction, Everson directly holds a total of 11,731.7 Disney shares and stock units. This total includes 336.3 stock units or shares credited in lieu of quarterly cash retainer fees, 728.4 deferred stock units granted quarterly under the company’s stock incentive plan, and additional stock units credited for dividends, all deliverable in Disney common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 1,064.7 shares
Net Buy
1 txn
Insider
Everson Carolyn
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Disney Common Stock | 1,064.7 | $96.96 | $103K |
Holdings After Transaction:
Disney Common Stock — 11,731.7 shares (Direct)
Footnotes (1)
- F1. Includes: (1) 336.3 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 728.4 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan.
Key Figures
Shares granted: 1,064.7 shares
Grant price: $96.96 per share
Total holdings after transaction: 11,731.7 shares/units
+2 more
5 metrics
Shares granted
1,064.7 shares
Grant or award of Disney common stock on March 31, 2026
Grant price
$96.96 per share
Value per share used for the reported stock award
Total holdings after transaction
11,731.7 shares/units
Direct and unit-based holdings following the grant
Stock units in lieu of cash fees
336.3 stock units/shares
Units or shares credited instead of quarterly cash retainer fees
Deferred stock units (quarterly grant)
728.4 deferred stock units
Quarterly grant under the Amended and Restated 2011 Stock Incentive Plan
Key Terms
Amended and Restated 2011 Stock Incentive Plan, deferred stock units, quarterly cash retainer fees, stock units
4 terms
Amended and Restated 2011 Stock Incentive Plan financial
"shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan"
deferred stock units financial
"728.4 deferred stock units under the Plan credited as a quarterly grant"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
quarterly cash retainer fees financial
"credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services"
stock units financial
"The total also includes additional stock units credited to the reporting person in respect of dividends"
Stock units are individual pieces of ownership in a company, like slices of a pie that together make up the whole business. They matter to investors because each unit represents a claim on the company’s assets, profits and sometimes voting power, and changes in the number or value of these units affect ownership percentages, potential dividends and share dilution — all of which influence an investment’s worth.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did Disney (DIS) director Carolyn Everson report in this Form 4?
Carolyn Everson reported receiving 1,064.7 Disney common shares as a grant or award. The shares are valued at $96.96 each and represent compensation rather than an open-market purchase, increasing her total direct and unit-based holdings to 11,731.7 shares and stock units.
Was the Disney (DIS) transaction by Carolyn Everson a stock purchase or a grant?
The transaction was a grant or award acquisition, not an open-market purchase. It involved 1,064.7 Disney common shares at $96.96 per share, characterized as compensation under Disney’s stock incentive plan rather than a discretionary buy in the public market.
What Disney (DIS) compensation plans are referenced in Carolyn Everson’s Form 4?
The filing references the Amended and Restated 2011 Stock Incentive Plan. Under this plan, Everson receives stock units instead of some cash retainer fees, deferred stock units as quarterly grants, and additional stock units from dividends, all ultimately delivered as Disney common stock shares.