Form 4: Clearwater Paper Director Receives Phantom Stock Award

Sentiment:

Statement of Changes in Beneficial Ownership


Director Christine M. Vickers Tucker was granted 8,391.608 phantom stock units as part of an annual service award.

Summary

  • Director Christine M. Vickers Tucker acquired 8,391.608 phantom stock units on May 8, 2026.
  • The units were granted under the Clearwater Paper Corporation Deferred Compensation Plan for Directors.
  • The award covers service from May 1, 2026, through April 30, 2027.
  • The units are valued at $14.30 per unit and will vest on May 1, 2027.
  • Following this transaction, the director holds a total of 26,540.107 phantom stock units.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral administrative filing regarding routine director compensation.

Positives

  • Director compensation is aligned with long-term company performance through equity-linked instruments.
  • The grant reflects ongoing commitment from a board member.

Risks

  • The value of the phantom stock units is tied to the future performance of Clearwater Paper common stock.
  • Liquidity of the award is deferred until the director's termination of service.

Future Outlook

The phantom stock units will vest on May 1, 2027, and will be converted to cash upon the director's termination of service.

Management Comments

  • The phantom stock units are credited to the account in accordance with the Deferred Compensation Plan for Directors.

Industry Context

StockSavvy.ai notes that this is a standard director compensation disclosure, reflecting typical corporate governance practices for publicly traded companies in the paper and packaging sector.

Comparison to Industry Standards

  • The use of phantom stock for director compensation is a common practice among mid-cap industrial firms to align board interests with shareholders without immediate dilution.
  • The vesting schedule and deferral until termination are consistent with standard executive and director compensation plans.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Compensation GrantAnnual award grant for director service under the Deferred Compensation Plan.2026-05-08Minimal impact on corporate governance; standard compensation practice.

Stakeholder Impact

  • Shareholders: No immediate impact as this is a deferred compensation arrangement.

Next Steps

  • Vesting of the phantom stock units on May 1, 2027.

Key Dates

DateDescription
2026-05-01Start of service period for the annual award grant.
2026-05-08Transaction date of the phantom stock unit grant.
2027-04-30End of service period for the annual award grant.
2027-05-01Vesting date for the phantom stock units.

Keywords

Clearwater Paper, CLW, Form 4, Director Compensation, Phantom Stock, Insider Transaction

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