NextEra Energy (NEE) director receives 409 Phantom Stock Units in deferred plan grant
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Arnaboldi Nicole S reported acquisition or exercise transactions in this Form 4 filing.
NextEra Energy Inc. director Nicole S. Arnaboldi received a grant of 409 Phantom Stock Units tied to the company’s common stock. These units were valued using a price of $88.47 per share and are credited under the company’s Deferred Compensation Plan. Following this award, she holds 8,475 Phantom Stock Units, which will be settled in cash at the end of the deferral period.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Arnaboldi Nicole S
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 409 | $88.47 | $36K |
Holdings After Transaction:
Phantom Stock Units — 8,475 shares (Direct, null)
Footnotes (1)
- Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates.
Key Figures
Phantom Stock Units granted: 409 units
Unit valuation price: $88.47 per share
Total Phantom Stock Units after grant: 8,475 units
+1 more
4 metrics
Phantom Stock Units granted
409 units
Award of Phantom Stock Units on 2026-07-07
Unit valuation price
<money>$88.47</money> per share
Closing price of common stock used to value units
Total Phantom Stock Units after grant
8,475 units
Holdings following reported transaction
Conversion price
0.0000
Conversion or exercise price for Phantom Stock Units
Key Terms
Phantom Stock Units, Deferred Compensation Plan, unitized pool of stock and cash, reinvested dividends, +1 more
5 terms
Phantom Stock Units financial
"Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock"
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
"credited to the reporting person's account under the NextEra Energy, Inc. 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.
unitized pool of stock and cash financial
"The Stock Fund is accounted for in units of a unitized pool of stock and cash."
reinvested dividends financial
"including amounts attributable to reinvested dividends, are deemed to be invested"
Reinvested dividends are payouts a shareholder receives from a company that are automatically used to buy additional shares instead of being taken as cash. For investors this acts like planting dividends back into the portfolio so each future payout can come from a slightly larger holding, helping returns compound over time and showing the difference between income you spend today and total growth of your investment.
unfunded theoretical units financial
"are deemed to be invested in a number of unfunded theoretical units"
FAQ
What insider transaction did NextEra Energy (NEE) report for Nicole S. Arnaboldi?
NextEra Energy reported that director Nicole S. Arnaboldi received a grant of 409 Phantom Stock Units. These units are credited under the company’s Deferred Compensation Plan and reference the value of NextEra Energy common stock.
How many Phantom Stock Units does Nicole S. Arnaboldi hold after this Form 4 for NEE?
After the reported transaction, Nicole S. Arnaboldi holds a total of 8,475 Phantom Stock Units. These units track the value of NextEra Energy common stock but are ultimately payable in cash at the end of the deferral period.
What are Phantom Stock Units in the context of NextEra Energy (NEE)?
Phantom Stock Units approximate phantom shares of NextEra Energy common stock credited under its Deferred Compensation Plan. They are unfunded theoretical units valued using the company’s stock fund and are ultimately settled in cash, not actual shares.
How is the value of Phantom Stock Units determined for NextEra Energy (NEE)?
The value of Phantom Stock Units is based on the closing price of NextEra Energy common stock on the NYSE for the relevant date. That price is used to value units in the company’s stock fund within the Deferred Compensation Plan.
Does Nicole S. Arnaboldi’s Form 4 for NEE involve buying or selling common stock?
The Form 4 reports a grant of Phantom Stock Units, not a market purchase or sale of common stock. The units track the stock’s value within the Deferred Compensation Plan and are payable in cash after the deferral period.