Form 4: H.B. Fuller Exec Reports Routine Stock Transactions
Insider Transaction Report
H.B. Fuller's Sr. VP, International Growth, Heather Campe, reported the acquisition and tax-related disposition of common stock on January 27, 2026.
Summary
- Heather Campe, Sr. VP, International Growth at H.B. Fuller Co. (FUL), reported changes in her beneficial ownership of company securities.
- On January 27, 2026, Campe acquired 634 shares of common stock at a price of $59.81 per share, resulting from the vesting and conversion of Restricted Stock Units.
- Concurrently, 161 shares of common stock were disposed of at $59.81 per share to cover tax obligations related to the share issuance.
- Following these transactions, Campe directly beneficially owns 24,653.0782 shares of common stock, which includes shares acquired pursuant to a dividend reinvestment plan.
- The filing also details various derivative securities held, including additional Restricted Stock Units and Employee Stock Options, with different vesting and expiration schedules.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this filing as neutral. It is a routine disclosure of executive equity compensation and tax-related transactions, which are expected and do not indicate significant positive or negative developments for the company.
Positives
- The acquisition of shares through the vesting of Restricted Stock Units indicates continued equity ownership and aligns management's interests with shareholders.
- The vesting of equity awards is a standard component of executive compensation, reflecting performance incentives and retention strategies.
Negatives
- The disposition of 161 shares for tax withholding reduces the direct beneficial ownership, although this is a common and expected practice for equity compensation.
Future Outlook
The filing does not contain specific forward-looking statements or guidance beyond the pre-scheduled vesting dates and expiration dates of the reported equity awards.
Industry Context
StockSavvy.ai notes that routine Form 4 filings, such as this one, are standard disclosures for executives receiving equity compensation. The acquisition of shares through vesting and the subsequent sale for tax purposes are common practices and generally do not signal a change in strategic direction or financial health of H.B. Fuller Co. The continued holding of a significant number of shares and derivative securities by a Senior VP aligns management incentives with long-term shareholder value.
Related Party Transactions
- The filing details transactions between a senior executive (Heather Campe) and H.B. Fuller Co. involving equity compensation, which are considered related party transactions and are routinely disclosed via Form 4.
Stakeholder Impact
- Shareholders: The transactions reflect standard executive compensation, aligning management's interests with shareholders through equity ownership. The net change in direct ownership from this specific transaction is minor, but the overall holdings remain substantial.
- Employees: The equity awards are part of the company's compensation structure, which can serve as a motivational tool for executives and other employees.
Next Steps
- Future vesting of various Restricted Stock Units on dates including January 26, 2025, January 27, 2026, and January 26, 2027.
- Future vesting of Employee Stock Options on dates including January 26, 2027, and January 27, 2026.
- Conversion of Phantom Units upon certain termination events or participant selection, subject to holding periods.
Key Dates
| Date | Description |
|---|---|
| 01/25/2019 | Date exercisable for an Employee Stock Option (Right-to-Buy) with an exercise price of $53.57, expiring 01/25/2028. |
| 01/27/2022 | Date exercisable for an Employee Stock Option (Right-to-Buy) with an exercise price of $51.89, expiring 01/27/2031. |
| 01/24/2023 | Date exercisable for an Employee Stock Option (Right-to-Buy) with an exercise price of $72.94, expiring 01/24/2032. |
| 01/24/2024 | Date exercisable for an Employee Stock Option (Right-to-Buy) with an exercise price of $68.17, expiring 01/24/2033. |
| 01/26/2025 | Date exercisable for an Employee Stock Option (Right-to-Buy) with an exercise price of $77.72, expiring 01/26/2034. Also, the start of vesting for certain Restricted Stock Units expiring 01/26/2027. |
| 01/27/2026 | Date of earliest transaction, including acquisition of 634 common shares and disposition of 161 common shares. Also, the start of vesting for certain Restricted Stock Units expiring 01/27/2028, and the date exercisable for an Employee Stock Option (Right-to-Buy) with an exercise price of $64.28, expiring 01/27/2035. |
| 01/29/2026 | Signature date of the reporting person's attorney-in-fact. |
| 01/26/2027 | Expiration date for certain Restricted Stock Units. Also, the start of vesting for certain Restricted Stock Units expiring 01/26/2029. Also, the date exercisable for an Employee Stock Option (Right-to-Buy) with an exercise price of $59.81, expiring 01/26/2036. |
| 01/27/2028 | Expiration date for certain Restricted Stock Units. |
| 01/25/2028 | Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $53.57. |
| 01/26/2029 | Expiration date for certain Restricted Stock Units. |
| 01/27/2031 | Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $51.89. |
| 01/24/2032 | Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $72.94. |
| 01/24/2033 | Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $68.17. |
| 01/26/2034 | Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $77.72. |
| 01/27/2035 | Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $64.28. |
| 01/26/2036 | Expiration date for an Employee Stock Option (Right-to-Buy) with an exercise price of $59.81. |
Recommendation
holdThis Form 4 filing is a routine disclosure of an executive's equity compensation transactions, specifically the vesting of restricted stock units and the subsequent sale of shares to cover tax obligations. Such transactions are expected and do not provide new material information that would warrant a change in investment recommendation. The filing confirms ongoing executive alignment with shareholder interests through equity ownership but does not signal any fundamental shift in the company's prospects or valuation.
Keywords
H.B. Fuller, FUL, Insider Trading, Form 4, Stock Transaction, Executive Compensation, Restricted Stock Units, Employee Stock Options, Heather Campe, Beneficial Ownership
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.