Form 4: H.B. Fuller CFO Reports Equity Holdings and Phantom Units

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

Summary

• John J. Corkrean, Executive VP and CFO of H.B. Fuller Co. (FUL), reported his beneficial ownership of company securities.
• Corkrean directly owns 59,508 shares of H.B. Fuller Common Stock.
• On January 30, 2026, Corkrean acquired 3,873.33 Phantom Units at a price of $60.1 per unit, bringing his total beneficial ownership of Phantom Units to 32,121.38.
• Phantom Units convert into shares of common stock on a 1-for-1 basis upon certain termination events or earlier participant selection, subject to holding periods.
• The reported Phantom Units amount includes stock units acquired pursuant to a dividend equivalent feature.
• Corkrean holds various Employee Stock Options (Right-to-Buy) with exercise prices ranging from $45.05 to $77.72 and expiration dates between 2027 and 2036.
• Some employee stock options are 100% vested, while others vest in three annual installments (33%, 33%, and 34%) starting from their respective dates.
• Corkrean also holds Restricted Stock Units (RSUs) totaling 1,448.64 units (vesting from January 26, 2025), 5,804 units (vesting from January 26, 2027), and 2,929.58 units (vesting from January 27, 2026).
• These Restricted Stock Units convert into shares of common stock on a 1-for-1 basis and vest in three annual installments (33%, 33%, and 34%) beginning on their respective dates.
• The reported Restricted Stock Units amounts include units acquired pursuant to a dividend equivalent reinvestment feature.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as it indicates continued insider ownership and an acquisition of phantom units, aligning management's interests with shareholders.

Positives

• The acquisition of 3,873.33 Phantom Units by the Executive VP and CFO indicates continued alignment of management's interests with shareholders.
• Significant beneficial ownership of common stock, phantom units, and stock options by a key executive demonstrates confidence in the company's long-term prospects.

Risks

• No specific risks related to company operations or financial health are disclosed in this Form 4 filing, which primarily reports insider transactions.

Future Outlook

This Form 4 filing does not provide forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

StockSavvy.ai notes that this Form 4 filing is a routine disclosure of insider equity holdings and does not provide information directly related to broader industry trends or competitive landscape.

Stakeholder Impact

• Shareholders may view the increased insider ownership as a positive sign of management's confidence in the company's future.

Next Steps

• Continued vesting of various employee stock options and restricted stock units as per their respective schedules.

Key Dates

Recommendation

This Form 4 filing is a routine disclosure of an executive's beneficial ownership and acquisition of phantom units, which generally aligns management's interests with shareholders. It does not contain new information that would warrant a change in investment recommendation.

Keywords

FUL, H.B. Fuller, Insider Transaction, Form 4, Executive Compensation, Stock Ownership, Phantom Units, Restricted Stock Units, Employee Stock Options, John J. Corkrean