Weyerhaeuser (NYSE: WY) director defers $265K fee into stock equivalents
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Weyerhaeuser Company director Rick R. Holley received a grant of 11,531 share equivalents on May 15, 2026. These were acquired under the company’s Fee Deferral Plan for Directors by deferring 11,531 restricted stock units, representing the equity portion of a $265,000 annual retainer fee, calculated at an average stock price of $22.98. Following this grant and prior dividend-related accruals, Holley directly holds a reported total of 96,161.131 stock equivalents, which will be settled in an equal number of common shares when his board service ends. Additional stock equivalents accumulate as dividends are paid.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
HOLLEY RICK R
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Share Equivalents | 11,531 | $0.00 | -- |
Holdings After Transaction:
Share Equivalents — 96,161.131 shares (Direct, null)
Footnotes (1)
- The stock equivalents reported herein were acquired pursuant to the Issuer's Fee Deferral Plan for Directors. The Reporting Person elected to defer receipt of 11,531 restricted stock units into an equal number of stock equivalents. The restricted stock units (rounded down to the nearest whole unit) represent the equity portion of the annual retainer fee in the amount of $265,000, with the number of units determined by dividing the dollar amount of the fee by $22.98, the average of the high ($23.40) and low ($22.56) price of the Issuer's common stock on the date of the grant. Additional stock equivalents accrue as and when dividends are paid on the Issuer's common stock. Stock equivalents are paid in an equal number of shares of the Issuer's common stock upon the Reporting Person's termination of service as a director. Reported holdings include stock equivalents acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended.
Key Figures
Restricted stock units deferred: 11,531 units
Annual equity retainer: $265,000
Average grant price: $22.98/share
+3 more
6 metrics
Restricted stock units deferred
11,531 units
Equity portion of director annual retainer
Annual equity retainer
$265,000
Director fee amount converted into units
Average grant price
$22.98/share
Average of $23.40 high and $22.56 low on grant date
Total stock equivalents after grant
96,161.131 units
Holley’s reported stock equivalent holdings after transaction
High price on grant date
$23.40/share
Used in calculating average grant price
Low price on grant date
$22.56/share
Used in calculating average grant price
Key Terms
Fee Deferral Plan for Directors, restricted stock units, stock equivalents, dividend reinvestment transactions, +1 more
5 terms
Fee Deferral Plan for Directors financial
"The stock equivalents reported herein were acquired pursuant to the Issuer's Fee Deferral Plan for Directors."
restricted stock units financial
"The Reporting Person elected to defer receipt of 11,531 restricted stock units into an equal number of stock equivalents."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
stock equivalents financial
"Stock equivalents are paid in an equal number of shares of the Issuer's common stock upon the Reporting Person's termination of service as a director."
dividend reinvestment transactions financial
"Reported holdings include stock equivalents acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended."
Section 16 of the Securities Exchange Act of 1934 regulatory
"dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended."
A provision of federal securities law that requires company insiders—directors, officers and large shareholders—to publicly report their stock holdings and trades and to surrender any “short-swing” profits from purchases and sales within a six-month window. It acts like a rule that forces leaders to announce their trades and prevents quick buy-sell windfalls, giving investors transparency into insider activity and reducing opportunities for unfair gain.
FAQ
What did Weyerhaeuser (WY) director Rick Holley report on this Form 4?
Rick Holley reported acquiring 11,531 share equivalents tied to restricted stock units. These units represent the equity portion of his $265,000 annual director retainer and were valued at an average Weyerhaeuser stock price of $22.98 on the grant date under the director fee deferral plan.
How many Weyerhaeuser (WY) stock equivalents does Rick Holley hold after this transaction?
After the transaction, Rick Holley holds 96,161.131 stock equivalents. This total includes the newly deferred 11,531 restricted stock units and additional stock equivalents accumulated through dividend reinvestment transactions since his prior Form 4 filing under Weyerhaeuser’s director compensation and deferral arrangements.
How was the 11,531-unit Weyerhaeuser (WY) grant to Rick Holley calculated?
The 11,531 restricted stock units were determined by dividing a $265,000 equity retainer by $22.98, the average of Weyerhaeuser’s $23.40 high and $22.56 low stock prices on the grant date. The resulting whole units were then deferred into an equal number of stock equivalents.
What is Weyerhaeuser’s Fee Deferral Plan for Directors mentioned in Holley’s Form 4?
Under Weyerhaeuser’s Fee Deferral Plan for Directors, Rick Holley elected to defer his restricted stock units into stock equivalents. These stock equivalents track the company’s common stock, accrue additional units as dividends are paid, and are ultimately settled in common shares when his director service terminates.
Do dividends affect Rick Holley’s Weyerhaeuser (WY) stock equivalent balance?
Yes. The filing states that additional stock equivalents accrue as and when dividends are paid on Weyerhaeuser’s common stock. These dividend reinvestment transactions, which are exempt from Section 16 rules, increase Holley’s total stock equivalents beyond the initial deferred restricted stock unit grant.