Equifax director granted 221 phantom stock units
MARCUS ROBERT D reported acquisition or exercise transactions in this Form 4 filing.
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Form Type
4
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
Grant/Award: 221 shares
Grant/Award
1 txn
Insider
MARCUS ROBERT D
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 221 | $158.72 | $35K |
Holdings After Transaction:
Phantom Stock Units — 2,710 contracts (Direct)
Footnotes (1)
- F1. 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.
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"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
