NEE Form 4: Director Arnaboldi Receives 458 Phantom Stock Units
Rhea-AI Filing Summary
Nicole S. Arnaboldi, a Director of NextEra Energy, Inc. (NEE), reported on 10/01/2025 the acquisition of 458 Phantom Stock Units under the company's Deferred Compensation Plan. The filing values the units using the $78.67 closing share price on the NYSE for that date and shows 7,052 common‑stock‑equivalent units credited to her account after the transaction. Phantom Stock Units are theoretical units tied to the plan's company stock fund and are payable in cash at the end of the deferral period rather than settled in actual shares. The form was signed by David Flechner, Attorney‑in‑Fact, on 10/02/2025.
Positive
- 458 Phantom Stock Units credited to the reporting person's deferred compensation account on 10/01/2025
- Beneficial ownership of 7,052 units shown after the reported transaction, indicating continued material stake in plan value
- Valuation uses NYSE closing price $78.67, providing a clear, date‑specific basis for unit value
Negative
- Phantom units are cash‑settled, so no actual shares or voting rights were acquired
- No change in shareholding on a record ownership or voting basis despite increased deferred compensation units
Insights
Director added 458 phantom units; ownership reads 7,052 units.
This filing documents a standard deferred‑compensation credit rather than an open‑market purchase of shares. The reporting person is identified as a Director, which shows continued participation in the company's executive or director compensation programs. Because the units are phantom and paid in cash, there is no immediate change in voting power or share count.
458 phantom units valued at $78.67 per share were credited on 10/01/2025.
The filing clarifies valuation methodology: units are estimated based on the Deferred Compensation Plan's investment in the company stock fund and use the NYSE closing price $78.67. Because payouts are cash‑settled at the end of deferral, the economic exposure is to stock price movements but without issuance of shares.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 458 | $78.67 | $36K |
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.
