Equifax (NYSE: EFX) director receives 221 phantom stock units as deferred pay

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

MARCUS ROBERT D reported acquisition or exercise transactions in this Form 4 filing.

Equifax Inc. director Robert D. Marcus received a grant of 221 Phantom Stock Units as deferred compensation in lieu of his annual cash retainer fees. Each unit is economically equivalent to one share of Equifax common stock. Following this award, he holds 2,710 phantom stock units. These units are payable, at his election, after his service as a director ends.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider MARCUS ROBERT D

Role null

Type	Security	Shares	Price	Value
Grant/Award	Phantom Stock Units	221	$158.72	$35K

Holdings After Transaction: Phantom Stock Units — 2,710 shares (Direct, null)

Footnotes (1)

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Key Figures

Phantom Stock Units granted: 221 units Grant reference price: $158.72 per unit Total Phantom Stock Units after grant: 2,710 units +1 more

4 metrics

Phantom Stock Units granted 221 units Grant to director Robert D. Marcus

Grant reference price $158.72 per unit Value assigned to Phantom Stock Units

Total Phantom Stock Units after grant 2,710 units Holdings following the transaction

Underlying common stock equivalence 1 unit = 1 share Economic equivalence to Equifax common stock

Key Terms

Phantom Stock Units, Deferred Compensation Plan, economic equivalent

3 terms

Phantom Stock Units financial

"Represents phantom stock units previously elected by the reporting person to be received as deferred compensation"

Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.

Deferred Compensation Plan financial

"in lieu of annual cash retainer fees under the Company's Board of Directors Deferred Compensation Plan"

A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.

economic equivalent financial

"Each share of phantom stock is the economic equivalent of one share of common stock"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/01/2026 - 04:38 PM Accepted by SEC EDGAR 07/01/2026 - 04:36 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

MARCUS ROBERT D

(Last)

(First)

(Middle)

1550 PEACHTREE STREET, N.W.

(Street)

ATLANTA

GEORGIA

30309

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
EQUIFAX INC [ EFX ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Phantom Stock Units	⁽¹⁾	06/30/2026		A		221		⁽¹⁾	⁽¹⁾	Common Stock	221	$158.72	2,710	D

Explanation of Responses:

1. Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Board of Directors Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

	/s/Lisa Stockard as Attorney-in-Fact	07/01/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did EQUIFAX INC (EFX) report for Robert D. Marcus?

Equifax reported that director Robert D. Marcus received 221 Phantom Stock Units as a grant. These units are part of his deferred compensation and are tied to the company’s common stock value, rather than being an open-market share purchase or sale.

What are Phantom Stock Units in the EQUIFAX INC (EFX) Form 4 filing?

Phantom Stock Units are deferred compensation instruments whose value tracks Equifax common stock. Each unit is the economic equivalent of one share, allowing directors to align compensation with shareholder value without immediately receiving or trading actual shares in the market.

At what price were the EQUIFAX INC (EFX) Phantom Stock Units valued in this grant?

The 221 Phantom Stock Units granted to Robert D. Marcus were valued at $158.72 per unit. This valuation reflects the reference price used for the deferred compensation award and helps determine the dollar amount of his non-cash retainer replacement.

How many Phantom Stock Units does Robert D. Marcus hold after this EFX transaction?

After receiving the 221-unit grant, Robert D. Marcus holds a total of 2,710 Phantom Stock Units. This total represents his accumulated deferred compensation balance tied to Equifax common stock, which will be settled after his service as a director ends.

When will the EQUIFAX INC (EFX) Phantom Stock Units become payable to the director?

The Phantom Stock Units become payable when Robert D. Marcus’s service as a director ends, at a time he elects. Payment is made under Equifax’s Board of Directors Deferred Compensation Plan, converting the accumulated units into value at that future termination date.