NextEra Energy (NEE) director adds 63 Phantom Stock Units to deferred account
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 63 Phantom Stock Units on the issuer's common stock. These units were valued using the $86.12 NYSE closing price of the common stock on the transaction date. Following this award, her deferred compensation account reflects 8,066 Phantom Stock Units, which are unfunded theoretical units payable 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 | 63 | $86.12 | $5K |
Holdings After Transaction:
Phantom Stock Units — 8,066 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: 63 units
Unit valuation price: $86.12 per unit
Total Phantom Stock Units after grant: 8,066 units
+1 more
4 metrics
Phantom Stock Units granted
63 units
Grant of Phantom Stock Units on common stock
Unit valuation price
$86.12 per unit
Closing price of common stock on NYSE used to value units
Total Phantom Stock Units after grant
8,066 units
Deferred compensation account balance following transaction
Conversion or exercise price
$0.00
Phantom Stock Units under Deferred Compensation Plan
Key Terms
Phantom Stock Units, Deferred Compensation Plan, unitized pool of stock and cash, reinvested dividends
4 terms
Phantom Stock Units financial
"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"
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 (the "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
"Amounts deferred under the Plan, 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.
FAQ
What insider transaction did NEE director Nicole S. Arnaboldi report on this Form 4?
Nicole S. Arnaboldi reported receiving 63 Phantom Stock Units tied to NextEra Energy common stock. The grant is classified as a compensation-related acquisition, not an open-market purchase or sale, and increases her deferred compensation account balance tracked in theoretical units.
How are Nicole S. Arnaboldi’s Phantom Stock Units at NEE valued in this transaction?
The 63 Phantom Stock Units are valued using the $86.12 closing price of NextEra Energy common stock on the NYSE. This price is used solely to value units in the company’s stock fund for the Deferred Compensation Plan, not as a trade execution price.
What is the total Phantom Stock Unit balance for Nicole S. Arnaboldi after this NEE grant?
After the 63-unit grant, Nicole S. Arnaboldi’s deferred compensation account reflects 8,066 Phantom Stock Units. These units approximate the number of theoretical shares credited under NextEra Energy’s Deferred Compensation Plan and are ultimately payable in cash at the end of the deferral period.
How are dividends treated in Nicole S. Arnaboldi’s Phantom Stock Units at NEE?
Amounts deferred under the plan include amounts attributable to reinvested dividends. These are deemed invested in theoretical units, approximating how many units would have been credited if the deferred amounts, plus dividends, were invested in the company’s stock fund.