Form 4: H.B. Fuller CFO John Corkrean Reports Equity Transactions

Sentiment:

Insider Transaction Report


H.B. Fuller's Executive VP and CFO, John J. Corkrean, reported the conversion of performance and restricted stock units into common stock and related tax withholdings.

Summary

  • John J. Corkrean, Executive VP and CFO of H.B. Fuller Co. (FUL), reported changes in his beneficial ownership of company securities.
  • On January 24, 2026, Corkrean acquired 2,943 shares of common stock from performance stock unit conversion and 1,301 shares from restricted stock unit conversion, both at a price of $60.07 per share.
  • An additional 116 shares of common stock were acquired due to dividend accruals during the vesting period, also at $60.07 per share.
  • To cover taxes, 465 shares were withheld from the 1,301 shares issued, and 1,005 shares were withheld from 3,059 shares issued, totaling 1,470 shares withheld.
  • Following these transactions, Corkrean directly beneficially owns 57,536 shares of H.B. Fuller common stock.
  • He also holds various employee stock options totaling 267,076 shares with exercise prices ranging from $45.05 to $77.72, and phantom units convertible into 28,248.05 shares of common stock.
  • Remaining restricted stock units include 2,852.64 units vesting from January 26, 2025, and 4,370.58 units vesting from January 27, 2026.

Sentiment

Score: 6

Explanation: The sentiment is slightly positive as it reflects the vesting and conversion of equity awards, indicating the executive's continued participation in the company's equity compensation plans. The tax withholdings are a standard part of such transactions.

Positives

  • Conversion of 2,943 performance stock units and 1,301 restricted stock units into common stock indicates vesting and potential achievement of performance targets.
  • Acquisition of 116 shares through dividend accruals demonstrates the benefit of holding equity awards.
  • The transactions were made pursuant to a Rule 10b5-1 plan, indicating pre-planned, routine equity management.

Negatives

  • 1,470 shares of common stock were withheld to cover tax obligations related to the vesting and issuance of equity awards.

Future Outlook

The filing does not contain specific forward-looking statements or guidance regarding the company's future performance.

Industry Context

This Form 4 filing is a routine disclosure of insider equity transactions, common across all publicly traded companies, and does not provide specific insights into broader industry trends or competitive landscape for H.B. Fuller.

Stakeholder Impact

  • Shareholders: Provides transparency into executive compensation and equity ownership, confirming management's vested interest in the company's performance.
  • Employees: Reflects standard executive compensation practices, which can influence broader employee incentive structures.

Key Dates

DateDescription
01/26/2018Vesting start date for Employee Stock Option (Right-to-Buy) with exercise price $50.1.
01/25/2019Vesting start date for Employee Stock Option (Right-to-Buy) with exercise price $53.57.
01/24/2020Vesting start date for Employee Stock Option (Right-to-Buy) with exercise price $45.05.
01/24/2021Vesting start date for Employee Stock Option (Right-to-Buy) with exercise price $48.35.
01/27/2022Vesting start date for Employee Stock Option (Right-to-Buy) with exercise price $51.89.
01/24/2023Vesting start date for Employee Stock Option (Right-to-Buy) with exercise price $72.94.
01/24/2024Vesting start date for some Restricted Stock Units and Employee Stock Option (Right-to-Buy) with exercise price $68.17.
01/26/2025Vesting start date for some Restricted Stock Units and Employee Stock Option (Right-to-Buy) with exercise price $77.72.
01/24/2026Transaction date for conversion of Performance Stock Units and Restricted Stock Units, acquisition of dividend shares, and tax withholdings.
01/27/2026Vesting start date for some Restricted Stock Units and Employee Stock Option (Right-to-Buy) with exercise price $64.28.
01/26/2027Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $50.1 and expiration date for some Restricted Stock Units.
01/27/2028Expiration date for some Restricted Stock Units.
01/25/2028Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $53.57.
01/24/2029Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $45.05.
01/24/2030Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $48.35.
01/27/2031Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $51.89.
01/24/2032Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $72.94.
01/24/2033Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $68.17.
01/26/2034Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $77.72.
01/27/2035Expiration date for Employee Stock Option (Right-to-Buy) with exercise price $64.28.

Keywords

H.B. Fuller, FUL, John J. Corkrean, Form 4, insider transaction, beneficial ownership, equity awards, stock options, restricted stock units, performance stock units, CFO

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