Board member Everson gets 954.8-share Disney (NYSE: DIS) stock award
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Everson Carolyn reported acquisition or exercise transactions in this Form 4 filing.
Walt Disney Co director Carolyn Everson received an equity award of 954.8 shares of Disney common stock at $100.80 per share. This was a grant under the company’s stock incentive plan rather than an open-market purchase.
After this award, she directly holds 12,686.5 Disney shares, including 310 stock units or shares credited in lieu of quarterly board cash retainer fees and 644.8 deferred stock units granted quarterly under the Amended and Restated 2011 Stock Incentive Plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Everson Carolyn
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Disney Common Stock | 954.8 | $100.80 | $96K |
Holdings After Transaction:
Disney Common Stock — 12,686.5 shares (Direct)
Footnotes (1)
- [object Object]
Key Figures
Stock award shares: 954.8 shares
Grant price per share: $100.80 per share
Shares held after transaction: 12,686.5 shares
+2 more
5 metrics
Stock award shares
954.8 shares
Grant to director Carolyn Everson
Grant price per share
$100.80 per share
Value used for the stock award
Shares held after transaction
12,686.5 shares
Total direct holdings after the award
Stock units in lieu of cash retainer
310.0 units or shares
Credited instead of some quarterly board cash fees
Deferred stock units
644.8 units
Quarterly grant under the 2011 Stock Incentive Plan
Key Terms
Amended and Restated 2011 Stock Incentive Plan, stock units, deferred stock units, quarterly cash retainer fees
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"
stock units financial
"Includes: (1) 310.0 stock units and/or shares of the Issuer's common stock issued"
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.
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"
FAQ
What insider transaction did Walt Disney Co (DIS) report for Carolyn Everson?
Walt Disney Co reported that director Carolyn Everson received an equity award of 954.8 shares of Disney common stock. The award was granted under Disney’s Amended and Restated 2011 Stock Incentive Plan as part of her board compensation rather than a market purchase.
At what price was Carolyn Everson’s Disney (DIS) stock award valued in the Form 4?
The 954.8-share stock award to Carolyn Everson was valued at $100.80 per share. This price represents the grant value used for the award under Disney’s stock incentive plan, and does not indicate that she bought shares on the open market at that price.
Was Carolyn Everson’s Disney (DIS) Form 4 transaction a market purchase or a stock award?
The transaction was a stock award, not a market purchase. It is coded as a grant or award acquisition, reflecting board compensation under Disney’s stock incentive plan, with shares and stock units credited instead of or in addition to cash retainer fees for board service.
What Disney (DIS) compensation plans are referenced in Carolyn Everson’s Form 4 footnotes?
The filing references Disney’s Amended and Restated 2011 Stock Incentive Plan. Under this plan, Carolyn Everson receives stock units or shares in lieu of some quarterly cash retainer fees and also receives quarterly deferred stock unit grants, all settled in Disney common stock.