Thermo Fisher (TMO) Director Defers Retainer into 67.31 Stock Units
Rhea-AI Filing Summary
Keith R. Alexandra, a director of Thermo Fisher Scientific (TMO), reported a grant of 67.31 Phantom Stock Units credited on 09/27/2025 under the company's Deferred Compensation Plan for Directors. The units convert into common stock on a 1-for-1 basis and were credited at a recorded price of $464.24 per unit. The filing shows 1,150.49 shares beneficially owned following the reported transaction. The Plan states deferred director retainers are recorded as common stock units based on quarter-end closing prices and are distributable as stock upon cessation of director service or a change of control. The Form 4 was signed by an attorney-in-fact on 09/30/2025.
Positive
- Director compensation is equity-aligned through Phantom Stock Units convertible 1-for-1 into common shares
- Clear disclosure of unit price ($464.24) and post-transaction beneficial ownership (1,150.49 shares)
- Deferral plan mechanics disclosed—units credited from deferred retainers and distributable on cessation or change of control
Negative
- None.
Insights
TL;DR: Routine director deferral credited as stock units; disclosures are standard and non-dilutive until distribution.
The filing documents a routine crediting of Phantom Stock Units to a board member under the issuer's Deferred Compensation Plan for Directors. The units convert 1-for-1 into common stock and are recorded at the quarter-end closing price of $464.24 per unit. The disclosure includes the post-transaction beneficial ownership of 1,150.49 shares and clarifies distribution triggers (cessation of service or change of control). This is a standard governance disclosure showing director compensation deferral rather than an open-market purchase or sale.
TL;DR: Director retainer deferred into equity units; credit reflects quarterly deferral under the Plan.
The entry specifies 67.31 Phantom Stock Units were credited on 09/27/2025 at $464.24 per unit under the company’s Deferred Compensation Plan for Directors. The Plan mechanism—deferring retainers into stock units based on quarter-end closing prices—is described in the filing, and the units are convertible on a 1-for-1 basis into common shares upon distribution events. The disclosure is concise and aligns with typical director compensation practices documented on Form 4 filings.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 67.31 | $0.00 | -- |
Footnotes (1)
- Convertible into Common Stock on a 1-for-1 basis. Represents stock units credited to the Reporting Person's account as of September 27, 2025, at a price of $464.24 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control.
AI-generated analysis. How Rhea-AI works. Not financial advice.
