Form 4: Entergy CFO Reports Performance Unit Settlement

Entergy's EVP & CFO, Kimberly A. Fontan, reported the settlement of long-term performance units and subsequent tax-related stock disposition.

Summary

• Kimberly A. Fontan, Entergy Corporation's Executive Vice President and Chief Financial Officer, reported transactions involving the company's common stock.
• On January 15, 2026, Ms. Fontan acquired 27,903 shares of common stock at a price of $0, resulting from the settlement of long-term performance units under the 2019 Entergy Corporation Omnibus Incentive Plan.
• On the same date, Ms. Fontan disposed of 11,976 shares of common stock at a price of $95.67, primarily for tax withholding purposes related to the performance unit settlement.
• Following these transactions, Ms. Fontan directly beneficially owns 60,745 shares of common stock.
• An additional 5,196 shares are indirectly beneficially owned through a 401(k) plan.
• The reported beneficial ownership includes 247 shares of Entergy common stock acquired through the dividend reinvestment feature of Entergy's equity ownership plans.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction related to compensation, which is generally neutral in sentiment as it reflects pre-planned equity awards rather than discretionary trading.

Positives

• The acquisition of 27,903 shares indicates the successful settlement of long-term performance units, suggesting achievement of pre-defined performance targets by the EVP & CFO.

Future Outlook

NA

Industry Context

This filing represents a routine insider transaction related to executive compensation, specifically the vesting and settlement of performance-based equity awards. Such transactions are common across publicly traded companies as part of their long-term incentive plans for senior management.

Stakeholder Impact

• Shareholders: Minimal direct impact, as this is a routine compensation event for an executive, reflecting the execution of an existing incentive plan.
• Employees: No direct impact beyond the reporting person.

Key Dates

Recommendation

This Form 4 filing details a routine insider transaction related to executive compensation (settlement of performance units and tax-related disposition). It does not provide new information regarding the company's operational performance, strategic direction, or financial health that would warrant a change in investment recommendation. Investors should consider this a standard disclosure without significant implications for the company's valuation or future prospects.

Keywords

Entergy, ETR, Form 4, Insider Transaction, CFO, Performance Units, Stock Compensation, Equity Plan