Form 4: H.B. Fuller CFO John Corkrean Reports Significant Equity Holdings and Phantom Unit Acquisition

Sentiment:

Insider Transaction Report


H.B. Fuller Co.'s Executive Vice President and CFO, John J. Corkrean, filed a Form 4 detailing his beneficial ownership of common stock, phantom units, employee stock options, and restricted stock units.

Summary

  • John J. Corkrean, Executive VP and CFO of H.B. Fuller Co. (FUL), filed a Form 4 statement of changes in beneficial ownership.
  • The filing reports Mr. Corkrean's direct beneficial ownership of 52,196 shares of Common Stock.
  • He acquired 172.73 Phantom Units on June 20, 2025, bringing his total Phantom Unit holdings to 25,562.4, which convert into common stock on a 1-for-1 basis.
  • Mr. Corkrean holds a substantial number of Employee Stock Options (Right-to-Buy) with various exercise prices and expiration dates, totaling 281,748 shares.
  • He also holds Restricted Stock Units (RSUs) totaling 8,457.96 shares, which convert into common stock on a 1-for-1 basis upon vesting.
  • The earliest transaction date reported in this filing is June 20, 2025, relating to the acquisition of phantom units.

Sentiment

Score: 6

Explanation: The sentiment is moderately positive as it indicates an executive's continued significant equity alignment with the company through various compensation instruments, which is generally viewed favorably by investors.

Positives

  • The Executive VP and CFO holds a significant amount of company equity, including common stock, phantom units, stock options, and restricted stock units, which aligns his interests with those of shareholders.
  • The acquisition of additional phantom units indicates ongoing participation in the company's long-term incentive plans.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This filing is a routine insider transaction report and does not provide information related to broader industry trends or competitors.

Stakeholder Impact

  • Shareholders: The significant equity holdings of a key executive like the CFO align management's interests with those of shareholders, potentially fostering long-term value creation.

Key Dates

DateDescription
05/17/2017Vesting date for 16,672 Employee Stock Options with an exercise price of $43.48.
01/26/2018Vesting date for 23,696 Employee Stock Options with an exercise price of $50.10.
01/25/2019Vesting date for 21,834 Employee Stock Options with an exercise price of $53.57.
01/24/2020Vesting date for 41,208 Employee Stock Options with an exercise price of $45.05.
01/24/2021Vesting date for 48,309 Employee Stock Options with an exercise price of $48.35.
01/27/2022Vesting date for 38,376 Employee Stock Options with an exercise price of $51.89.
01/24/2023Vesting date for 21,997 Employee Stock Options with an exercise price of $72.94.
01/24/2024First installment vesting date for 1,292.02 Restricted Stock Units and 22,312 Employee Stock Options with an exercise price of $68.17.
01/26/2025First installment vesting date for 2,830.02 Restricted Stock Units and 24,774 Employee Stock Options with an exercise price of $77.72.
06/20/2025Transaction date for the acquisition of 172.73 Phantom Units.
06/23/2025Date of filing of the SEC Form 4.
01/26/2026Expiration date for 1,292.02 Restricted Stock Units.
01/27/2026First installment vesting date for 4,335.92 Restricted Stock Units and 24,570 Employee Stock Options with an exercise price of $64.28.
05/17/2026Expiration date for 16,672 Employee Stock Options with an exercise price of $43.48.
01/26/2027Expiration date for 2,830.02 Restricted Stock Units and 23,696 Employee Stock Options with an exercise price of $50.10.
01/27/2028Expiration date for 4,335.92 Restricted Stock Units.
01/25/2028Expiration date for 21,834 Employee Stock Options with an exercise price of $53.57.
01/24/2029Expiration date for 41,208 Employee Stock Options with an exercise price of $45.05.
01/24/2030Expiration date for 48,309 Employee Stock Options with an exercise price of $48.35.
01/27/2031Expiration date for 38,376 Employee Stock Options with an exercise price of $51.89.
01/24/2032Expiration date for 21,997 Employee Stock Options with an exercise price of $72.94.
01/24/2033Expiration date for 22,312 Employee Stock Options with an exercise price of $68.17.
01/26/2034Expiration date for 24,774 Employee Stock Options with an exercise price of $77.72.
01/27/2035Expiration date for 24,570 Employee Stock Options with an exercise price of $64.28.

Keywords

H.B. Fuller Co., FUL, SEC Form 4, Insider Trading, Beneficial Ownership, Executive Compensation, Stock Options, Restricted Stock Units, Phantom Units, Corporate Governance

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.