Thermo Fisher (NYSE: TMO) director granted 66.02 phantom stock units
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Lynch Karen S reported acquisition or exercise transactions in this Form 4 filing.
Thermo Fisher Scientific director Karen S. Lynch received 66.02 Phantom Stock Units tied to common stock as deferred compensation. These units are credited under the company’s Deferred Compensation Plan for Directors at $473.36 per unit and are convertible into common stock on a 1-for-1 basis.
Following this grant, Lynch holds a total of 291.49 phantom units. The units are scheduled to be distributed in stock after her board service ends for any reason or upon a change of control, aligning compensation with long-term shareholder value.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Lynch Karen S
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 66.02 | $0.00 | -- |
Holdings After Transaction:
Phantom Stock Units — 291.49 shares (Direct)
Footnotes (1)
- Convertible into Common Stock on a 1-for-1 basis. Represents stock units credited to the Reporting Person's account as of March?28, 2026, at a price of $473.36 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.
Key Figures
Phantom units granted: 66.02 units
Total phantom units held: 291.49 units
Credit price per unit: $473.36 per unit
+1 more
4 metrics
Phantom units granted
66.02 units
Director phantom stock award on March 28, 2026
Total phantom units held
291.49 units
Holdings following reported transaction
Credit price per unit
$473.36 per unit
Deferred Compensation Plan for Directors pricing
Conversion ratio
1-for-1 into common stock
Phantom units convertible into Thermo Fisher common shares
Key Terms
Phantom Stock Units, Deferred Compensation Plan for Directors, Common Stock units, change of control
4 terms
Phantom Stock Units financial
"Represents stock units credited to the Reporting Person's account as of March 28, 2026"
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 for Directors financial
"pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan")"
A deferred compensation plan for directors is an arrangement that lets board members postpone receiving part of their pay until a later date—often retirement or a set future time—so the money can grow or be paid under specified conditions. Think of it like directing a portion of your paycheck into a locked savings account that pays out later; investors care because it creates future cash or stock obligations, signals how the company motivates and retains leadership, and can affect shareholder value through timing of payouts or potential dilution.
Common Stock units financial
"Directors' retainers are deferred quarterly under the Plan as Common Stock units"
change of control financial
"The shares are distributable as stock upon cessation of director service (for any reason) or a change of control."
A change of control occurs when the ownership or management of a company shifts significantly, such as through a sale, merger, or acquisition, resulting in new leadership or ownership structure. This change can impact the company's direction and decision-making, which is important for investors because it may affect the company's stability, strategy, and future prospects.
FAQ
What insider transaction did Thermo Fisher (TMO) director Karen S. Lynch report?
Karen S. Lynch reported receiving 66.02 Phantom Stock Units as a grant. These units are part of Thermo Fisher’s director deferred compensation, linked 1-for-1 to common shares and paid out in stock after board service ends or upon a change of control.
How many Thermo Fisher (TMO) phantom stock units does Karen S. Lynch now hold?
After the latest grant, Karen S. Lynch holds 291.49 Phantom Stock Units. These represent deferred director compensation, each tied to one share of Thermo Fisher common stock and distributable in stock upon cessation of director service or a change of control event.
At what price were Karen S. Lynch’s Thermo Fisher (TMO) phantom units credited?
The 66.02 Phantom Stock Units were credited at $473.36 per unit. This credit reflects the closing stock price at quarter end under Thermo Fisher’s Deferred Compensation Plan for Directors, which converts quarterly retainers into common stock units for long-term alignment.
What are Thermo Fisher (TMO) Phantom Stock Units disclosed in this Form 4?
The Phantom Stock Units are deferred compensation instruments convertible into common stock on a 1-for-1 basis. They are credited quarterly based on Thermo Fisher’s closing price and are distributed as actual shares when director service ends or if a change of control occurs.