Form 4: Amcor CFO Acquires 284,503 Restricted Stock Units

Amcor plc's Executive VP, Finance & CFO, Stephen R. Scherger, acquired 284,503 restricted stock units, which will vest ratably over the next two years.

Summary

• Stephen R. Scherger, Executive VP, Finance & CFO of Amcor plc, acquired 284,503 Restricted Stock Units (RSUs).
• Each RSU represents a contingent right to receive one ordinary share of Amcor upon vesting.
• The RSUs were acquired on November 10, 2025, with a reported price of $0, indicating a grant rather than a purchase.
• The restricted stock units will vest ratably on November 10, 2026, and November 10, 2027.
• Following this transaction, Stephen R. Scherger beneficially owns 284,503 derivative securities (RSUs).

Sentiment

Score: 6

Explanation: The filing reports a routine executive compensation grant, which is generally positive for aligning management incentives with shareholder interests, but does not contain information that would significantly alter the company's financial outlook or operational performance.

Positives

• The acquisition of Restricted Stock Units by a key executive like the CFO aligns management's interests with those of shareholders, as the value of the compensation is tied to the company's share performance.
• The vesting schedule encourages long-term commitment and performance from the executive.

Future Outlook

The future outlook indicates that 284,503 ordinary shares of Amcor plc will be issued to Stephen R. Scherger upon the ratable vesting of the Restricted Stock Units on November 10, 2026, and November 10, 2027, contingent on continued employment and other potential conditions.

Industry Context

The grant of Restricted Stock Units is a common form of executive compensation in publicly traded companies, designed to incentivize long-term performance and align executive interests with shareholder value creation. This practice is standard across various industries, including packaging, where Amcor plc operates.

Comparison to Industry Standards

• The use of Restricted Stock Units (RSUs) as a component of executive compensation is a widely adopted practice across global industries, including packaging, aligning with typical compensation structures for senior executives.
• The vesting schedule, ratable over two years, is a common approach to retain talent and encourage sustained performance, comparable to similar grants observed at peer companies in the materials and manufacturing sectors.

Related Party Transactions

• The acquisition of 284,503 Restricted Stock Units by Stephen R. Scherger, Executive VP, Finance & CFO, from Amcor plc represents a transaction between a company officer and the issuer, which is a standard form of executive compensation.

Stakeholder Impact

• Shareholders: Potential minor dilution upon vesting of the RSUs, but also increased alignment of executive interests with long-term share price performance.
• Employees: No direct impact on general employees, but reinforces the company's executive compensation structure.
• Management: Provides a significant incentive for the CFO to contribute to the company's long-term success.

Next Steps

• The Restricted Stock Units will vest ratably on November 10, 2026, and November 10, 2027, at which point ordinary shares of Amcor plc will be issued.

Key Dates

Keywords

Amcor plc, AMCR, Restricted Stock Units, RSU, Executive Compensation, Insider Transaction, CFO, Stephen R. Scherger, Corporate Governance