Form 4: H.B. Fuller Co. Executive Heather Campe Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing


Heather Campe, Sr. VP of International Growth at H.B. Fuller Co., reports changes in beneficial ownership of company stock and derivative securities.

Summary

  • Heather Campe, a Senior Vice President at H.B. Fuller Co., filed a Form 4 detailing changes in her beneficial ownership of the company's securities.
  • The report includes transactions related to common stock, phantom units, employee stock options, and restricted stock units.
  • Campe directly owns 19,741.79 shares of common stock, which includes shares acquired through a dividend reinvestment plan.
  • She also holds various employee stock options with different exercise prices and vesting schedules, totaling 73,648 options.
  • Additionally, Campe owns restricted stock units that convert into common stock on a 1-for-1 basis, with vesting schedules over three years.
  • The reported transactions include the acquisition of 24.57 phantom units on August 30, 2024, which convert into common stock upon certain termination events.
  • The report was filed on September 4, 2024, by Debra L. Hovland, Attorney-in-Fact.

Sentiment

Score: 6

Explanation: The document is neutral in sentiment as it simply reports transactions. The executive's continued holding of shares and options is a mildly positive signal.

Positives

  • The reporting person's continued holding of a significant number of shares and options indicates confidence in the company's future.
  • Dividend reinvestment suggests a long-term investment strategy.

Future Outlook

The document does not contain specific forward-looking statements, but the vesting schedules of stock options and restricted stock units suggest a continued commitment to the company.

Industry Context

Form 4 filings are a routine part of executive compensation and provide transparency into the alignment of management's interests with those of shareholders.

Comparison to Industry Standards

  • Executive compensation packages, including stock options and restricted stock units, are common in publicly traded companies like H.B. Fuller to incentivize performance and retain key personnel.
  • Companies like 3M, Dow, and DuPont also utilize similar equity-based compensation strategies for their executives.
  • The vesting schedules and exercise prices of the options are typical for the industry.

Stakeholder Impact

  • The filing provides transparency to shareholders regarding executive compensation and ownership.
  • It assures stakeholders that the executive's interests are aligned with the company's performance.

Key Dates

DateDescription
01/25/2019Date of employee stock option grant with an exercise price of $53.57, vesting on 01/25/2028.
01/27/2022Date of employee stock option grant with an exercise price of $51.89, vesting on 01/27/2031.
01/24/2023Date of restricted stock unit grant, vesting in three annual installments beginning on this date and employee stock option grant with an exercise price of $72.94, vesting on 01/24/2032.
01/24/2024Date of restricted stock unit grant, vesting in three annual installments beginning on this date and employee stock option grant with an exercise price of $68.17, vesting on 01/24/2033.
01/26/2025Date of restricted stock unit grant, vesting in three annual installments beginning on this date and employee stock option grant with an exercise price of $77.72, vesting on 01/26/2034.
08/30/2024Date of the transaction involving the acquisition of phantom units.
09/04/2024Date the Form 4 was filed.
01/24/2025Vesting date for restricted stock units granted on 01/24/2023.
01/24/2026Vesting date for restricted stock units granted on 01/24/2024.
01/26/2027Vesting date for restricted stock units granted on 01/26/2025.
01/25/2028Expiration date for employee stock options granted on 01/25/2019.
01/27/2031Expiration date for employee stock options granted on 01/27/2022.
01/24/2032Expiration date for employee stock options granted on 01/24/2023.
01/24/2033Expiration date for employee stock options granted on 01/24/2024.
01/26/2034Expiration date for employee stock options granted on 01/26/2025.

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