Form 4: Avery Dennison Executive Chairman Mitchell Butier Executes Stock Options and Sells Shares Under 10b5-1 Plan

Sentiment:

SEC Form 4 Filing


Mitchell Butier, Executive Chairman of Avery Dennison Corp, exercised stock options and sold shares of common stock on August 8th and 9th, 2024, under a pre-arranged Rule 10b5-1 trading plan.

Summary

  • Mitchell R Butier, the Executive Chairman of Avery Dennison Corp, executed transactions involving the company's common stock on August 8th and 9th, 2024.
  • Butier exercised stock options to acquire 3,000 shares on each day at a price of $73.956 per share.
  • Simultaneously, Butier sold shares of common stock on both days at varying prices ranging from approximately $202 to $208 per share.
  • These transactions were executed automatically pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on March 14, 2024.
  • Following these transactions, Butier directly owns 304,114 shares of common stock and indirectly owns 4,179.333 shares through a savings plan.
  • Butier also holds 76,108 derivative securities in the form of employee stock options.

Sentiment

Score: 5

Explanation: The document reflects routine transactions under a pre-arranged trading plan, indicating a neutral sentiment.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders. The use of a 10b5-1 plan indicates that these trades were pre-planned and not based on any inside information at the time of the transactions.

Comparison to Industry Standards

  • Executive compensation packages often include stock options as incentives, and it's common for executives to exercise these options and sell shares for personal financial management.
  • The use of Rule 10b5-1 trading plans is a standard practice among corporate executives to avoid accusations of insider trading, aligning with best practices in corporate governance.
  • Comparing Butier's transactions to those of executives at similar companies like 3M or DuPont would require analyzing their respective Form 4 filings and compensation structures.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to the change in the number of shares outstanding, but the effect is likely minimal given the relatively small volume of shares traded compared to the company's overall market capitalization.

Key Dates

DateDescription
2024/03/14Date of adoption of Rule 10b5-1 trading plan
2019/06/01Date the 2016 Employee Stock Options became exercisable
2024/08/08Date of first reported transaction (exercise of options and sale of shares)
2024/08/09Date of second reported transaction (exercise of options and sale of shares)
2024/08/12Date of filing
2026/06/01Expiration date of the 2016 Employee Stock Options

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