Form 4: Albertsons CEO Susan Morris Receives Dividend Equivalents

Albertsons Companies CEO Susan Morris was credited with additional dividend equivalent units on her unvested restricted stock units, reflecting a quarterly dividend of $0.15 per share.

Summary

• Susan Morris, Chief Executive Officer and Director of Albertsons Companies, Inc. (ACI), was credited with dividend equivalent units on November 7, 2025.
• These units were credited on both unvested Restricted Stock Units (RSUs) and accrued performance-based RSUs.
• The dividend equivalent was based on a quarterly dividend of $0.15 per share of common stock.
• A total of 3,258 dividend equivalent units were acquired across six separate entries on the transaction date.
• Following these transactions, Morris beneficially owns a total of 483,875 dividend equivalent units.
• These dividend equivalent units will vest and settle concurrently with their underlying RSU awards.

Sentiment

Score: 7

Explanation: This filing reports a routine, positive event for the reporting person, Susan Morris, as it increases her equity-linked compensation. For the company, it represents a standard component of executive compensation and is neutral in terms of operational or financial performance.

Positives

• The reporting person, Susan Morris, received additional equity-linked compensation through dividend equivalent units, increasing her beneficial ownership in the company.
• The mechanism of crediting dividend equivalents ensures that unvested equity awards maintain value alignment with common stock dividends, which is a positive aspect of the executive compensation structure.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic outlook.

Industry Context

The crediting of dividend equivalents on unvested restricted stock units is a common practice in executive compensation plans across various industries, ensuring that equity awards reflect the full economic value of the underlying shares, including dividends. This aligns executive interests with shareholder returns.

Comparison to Industry Standards

• The practice of crediting dividend equivalents on unvested RSUs is a standard feature in many corporate executive compensation plans, aligning executive interests with shareholder returns. This is consistent with compensation structures observed in large retail and consumer goods companies.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine compensation event, with any potential dilution from RSU vesting already factored into broader compensation disclosures.
• Employees (Executive): Positive impact for Susan Morris, as her equity-linked compensation increases, further aligning her interests with long-term shareholder value.

Next Steps

• The acquired dividend equivalent units will vest and settle with their underlying RSU awards according to the terms of the compensation plan.

Key Dates

Keywords

Albertsons, ACI, Susan Morris, Form 4, Insider Transaction, Dividend Equivalents, Restricted Stock Units, Executive Compensation