Form 4: H.B. Fuller CFO Reports Significant Equity Holdings

Sentiment:

Insider Ownership Report


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 various 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 detailing his beneficial ownership of company securities.
  • Acquired 183.15 Phantom Units on February 13, 2026, which convert into shares of common stock on a 1-for-1 basis and include a dividend equivalent feature.
  • Directly owns 59,508 shares of H.B. Fuller Co. Common Stock.
  • Holds a total of 32,304.53 Phantom Units, including those acquired and dividend equivalents.
  • Possesses various Employee Stock Options (Right-to-Buy) with exercise prices ranging from $45.05 to $77.72 and expiration dates extending up to January 26, 2036.
  • Holds Restricted Stock Units (RSUs) totaling 1,448.64, 5,804, and 2,929.58 units, which convert to common stock on a 1-for-1 basis, include dividend equivalent reinvestment features, and vest in three annual installments.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as the Executive VP and CFO's continued accumulation of equity-linked instruments aligns management's interests with those of shareholders, reinforcing confidence in the company's long-term prospects.

Positives

  • Executive VP and CFO John J. Corkrean increased his beneficial ownership through the acquisition of 183.15 Phantom Units, further aligning his interests with shareholders.
  • The executive holds a substantial number of common shares (59,508) and various equity-linked instruments (stock options, RSUs, phantom units), indicating a significant personal stake in the company's long-term performance.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding the company's future performance or financial outlook, as it pertains to an individual executive's beneficial ownership.

Industry Context

StockSavvy.ai notes that insider ownership, as detailed in this Form 4, is a common practice across industries to align executive incentives with shareholder value. While this filing is specific to an individual's holdings, it generally reflects a commitment to the company's performance, a trend observed in well-governed companies.

Comparison to Industry Standards

  • Not applicable. This Form 4 details an individual executive's beneficial ownership and does not contain information suitable for comparison to industry-wide company performance benchmarks or specific projects.

Stakeholder Impact

  • Shareholders: The significant equity holdings and recent acquisition of phantom units by a key executive indicate a strong alignment of management's interests with shareholder value, potentially boosting investor confidence.

Key Dates

DateDescription
01/26/2018Date an Employee Stock Option (Right-to-Buy) with an exercise price of $50.1 became 100% vested.
01/25/2019Date an Employee Stock Option (Right-to-Buy) with an exercise price of $53.57 became 100% vested.
01/24/2020Date an Employee Stock Option (Right-to-Buy) with an exercise price of $45.05 became 100% vested.
01/24/2021Date an Employee Stock Option (Right-to-Buy) with an exercise price of $48.35 became 100% vested.
01/27/2022Date an Employee Stock Option (Right-to-Buy) with an exercise price of $51.89 became 100% vested.
01/24/2023Date an Employee Stock Option (Right-to-Buy) with an exercise price of $72.94 became 100% vested.
01/24/2024Date an Employee Stock Option (Right-to-Buy) with an exercise price of $68.17 became 100% vested.
01/26/2025Date an Employee Stock Option (Right-to-Buy) with an exercise price of $77.72 began its three-annual-installment vesting schedule.
01/26/2025Date Restricted Stock Units (1,448.64 units) began their three-annual-installment vesting schedule.
01/27/2026Date an Employee Stock Option (Right-to-Buy) with an exercise price of $64.28 began its three-annual-installment vesting schedule.
01/27/2026Date Restricted Stock Units (2,929.58 units) began their three-annual-installment vesting schedule.
02/13/2026Acquisition date of 183.15 Phantom Units by John J. Corkrean.
02/17/2026Signature date of the Form 4 filing.
01/26/2027Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $50.1.
01/26/2027Date an Employee Stock Option (Right-to-Buy) with an exercise price of $59.81 began its three-annual-installment vesting schedule.
01/26/2027Date Restricted Stock Units (5,804 units) began their three-annual-installment vesting schedule.
01/25/2028Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $53.57.
01/27/2028Expiration date for Restricted Stock Units (2,929.58 units).
01/24/2029Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $45.05.
01/26/2029Expiration date for Restricted Stock Units (5,804 units).
01/24/2030Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $48.35.
01/27/2031Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $51.89.
01/24/2032Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $72.94.
01/24/2033Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $68.17.
01/26/2034Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $77.72.
01/27/2035Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $64.28.
01/26/2036Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $59.81.

Keywords

H.B. Fuller, FUL, Form 4, Insider Ownership, Executive Compensation, Stock Options, Restricted Stock Units, Phantom Units, Beneficial Ownership

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