Director at NextEra Energy (NYSE: NEE) awarded 273 Phantom Stock Units
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
CAMAREN JAMES LAWRENCE reported acquisition or exercise transactions in this Form 4 filing.
NextEra Energy director James Lawrence Camaren received a grant of 273 Phantom Stock Units tied to the company’s common stock. These units, valued using the $86.12 NYSE closing price on the grant date, are credited under the NextEra Energy Deferred Compensation Plan and are payable in cash at the end of the deferral period. Following this award, his Phantom Stock Unit balance totals 34,683 units.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
CAMAREN JAMES LAWRENCE
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 273 | $86.12 | $24K |
Holdings After Transaction:
Phantom Stock Units — 34,683 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: 273 units
Valuation price per unit: $86.12 per unit
Total Phantom Stock Units after grant: 34,683 units
+1 more
4 metrics
Phantom Stock Units granted
273 units
Grant under Deferred Compensation Plan on transaction date
Valuation price per unit
$86.12 per unit
Closing price of common stock on NYSE on grant date
Total Phantom Stock Units after grant
34,683 units
Balance following this Form 4 reported award
Exercise/Conversion price
$0.00
Conversion or exercise price of Phantom Stock Units
Key Terms
Phantom Stock Units, Deferred Compensation Plan, unitized pool of stock and cash, Retirement Savings Plan, +1 more
5 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"
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."
Retirement Savings Plan financial
"if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund")"
Stock Fund financial
"The Stock Fund is accounted for in units of a unitized pool of stock and cash."
FAQ
What insider transaction did NEXTERA ENERGY INC (NEE) report for James Lawrence Camaren?
NEXTERA ENERGY INC reported that director James Lawrence Camaren received a grant of 273 Phantom Stock Units. These units are credited under the company’s Deferred Compensation Plan and mirror the value of the firm’s common stock fund but are ultimately settled in cash.
What are Phantom Stock Units in the NEXTERA ENERGY INC (NEE) Form 4?
Phantom Stock Units approximate unfunded theoretical units linked to NEXTERA ENERGY INC’s common stock. They are credited under the Deferred Compensation Plan, track the value of the company stock fund, include reinvested dividends, and are ultimately payable in cash at the end of the deferral period.
How were the Phantom Stock Units valued in the NEXTERA ENERGY INC (NEE) filing?
The Phantom Stock Units were valued using the closing price of NEXTERA ENERGY INC common stock on the NYSE on the grant date, which was $86.12 per share. This price is used to determine the number of units credited within the company’s stock fund for the Deferred Compensation Plan.
What is James Lawrence Camaren’s total Phantom Stock Unit balance at NEXTERA ENERGY INC (NEE)?
After the reported grant, James Lawrence Camaren holds a total of 34,683 Phantom Stock Units. This figure reflects the cumulative theoretical units credited under the Deferred Compensation Plan, including prior deferrals and reinvested dividends tied to the stock fund’s performance.
How and when are NEXTERA ENERGY INC (NEE) Phantom Stock Units paid out?
Phantom Stock Units under NEXTERA ENERGY INC’s Deferred Compensation Plan are unfunded and payable in cash. Payment occurs at the end of the elected deferral period, based on the value of the theoretical units linked to the company’s stock fund at that time.
Why can Phantom Stock Unit holdings at NEXTERA ENERGY INC (NEE) change over time?
Holdings in Phantom Stock Units can change because the underlying stock fund is a unitized pool of stock and cash. Differences in the cash-stock mix and reinvested dividends over time can cause variations in the number of theoretical units credited to a participant’s account.