Mary T. Barra (NYSE: DIS) reports Disney stock grant and updated share holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Barra Mary T reported acquisition or exercise transactions in this Form 4 filing.
Walt Disney Co director Mary T. Barra reported a compensation-related stock grant. She received 1,016.8 shares of Disney common stock as a grant or award at a value of $100.80 per share, increasing her direct holdings to 27,765.6 shares.
In addition, she reports indirect ownership of 72 shares held by a trust and 157 shares held by her spouse in a trust. A footnote explains that her holdings include stock units and deferred stock units credited under the Amended and Restated 2011 Stock Incentive Plan in lieu of cash board retainer fees and as quarterly grants.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Barra Mary T
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Disney Common Stock | 1,016.8 | $100.80 | $102K |
| holding | Disney Common Stock | -- | -- | -- |
| holding | Disney Common Stock | -- | -- | -- |
Holdings After Transaction:
Disney Common Stock — 27,765.6 shares (Direct, null);
Disney Common Stock — 157 shares (Indirect, By Spouse in Trust)
Footnotes (1)
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Key Figures
Stock grant size: 1,016.8 shares
Grant reference price: $100.80 per share
Direct holdings after grant: 27,765.6 shares
+4 more
7 metrics
Stock grant size
1,016.8 shares
Grant, award, or other acquisition of Disney common stock
Grant reference price
$100.80 per share
Value per share for reported stock grant
Direct holdings after grant
27,765.6 shares
Disney common stock directly owned following transaction
Indirect trust holdings
72 shares
Disney common stock held indirectly by trust
Spouse trust holdings
157 shares
Disney common stock held indirectly by spouse in trust
Stock units in lieu of fees
372.0 units/shares
Credited instead of quarterly cash board retainer fees
Deferred stock units
644.8 units
Quarterly grant under Amended and Restated 2011 Stock Incentive Plan
Key Terms
Amended and Restated 2011 Stock Incentive Plan, deferred stock units, quarterly cash retainer fees, indirect ownership
4 terms
Amended and Restated 2011 Stock Incentive Plan financial
"issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu"
deferred stock units financial
"and (2) 644.8 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"
indirect ownership financial
"direct_or_indirect": "I", "nature_of_ownership": "By Trust""
FAQ
What did Disney director Mary T. Barra report in this Form 4 for DIS?
Mary T. Barra reported receiving a grant of 1,016.8 shares of Disney common stock at $100.80 per share. This award is compensation-related and increased her direct holdings to 27,765.6 shares, alongside smaller indirect positions held through trusts.
What was the size and price of Mary T. Barra’s latest Disney stock grant?
She received a grant of 1,016.8 shares of Disney common stock valued at $100.80 per share. The filing characterizes this as a grant, award, or other acquisition, reflecting equity-based compensation rather than an open-market purchase transaction.
What indirect Disney (DIS) holdings does Mary T. Barra report?
Mary T. Barra reports 72 shares of Disney common stock held indirectly by a trust and 157 shares held indirectly by her spouse in a trust. These are identified as indirect ownership interests, separate from her primary direct holdings in Disney shares.
How are Disney board fees reflected in Mary T. Barra’s reported holdings?
The filing notes that 372 stock units or shares were credited instead of some quarterly cash board retainer fees under Disney’s Amended and Restated 2011 Stock Incentive Plan. These units are issued to her as Disney common shares according to the plan’s terms.
What are deferred stock units mentioned in Mary T. Barra’s Disney Form 4?
The Form 4 describes 644.8 deferred stock units credited as a quarterly grant under Disney’s 2011 Stock Incentive Plan. These units represent a form of equity compensation that will be delivered as Disney common shares following the plan’s specified terms and conditions.