Form 4: H.B. Fuller Executive Discloses Equity Holdings

Sentiment:

Insider Ownership Report


H.B. Fuller's Sr. VP, International Growth, Heather Campe, filed an SEC Form 4 detailing her beneficial ownership of company stock, options, and restricted stock units.

Summary

  • Heather Campe, Sr. VP, International Growth at H.B. Fuller Co. (FUL), reported her beneficial ownership of company securities.
  • Holdings include 24,653.0782 shares of Common Stock, which incorporates shares acquired through a dividend reinvestment plan.
  • Derivative securities include 5,419.58 Phantom Units, which convert to common stock on a 1-for-1 basis upon certain termination events or participant selection, and include dividend equivalent features.
  • A total of 99,656 Employee Stock Options (Right-to-Buy) are held with various exercise prices and expiration dates, some fully vested and others vesting in annual installments.
  • A total of 4,125.74 Restricted Stock Units (RSUs) are held, converting to common stock on a 1-for-1 basis and vesting in annual installments, including dividend equivalent reinvestment features.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive filing, reflecting an executive's continued and substantial equity alignment with the company through various compensation instruments, which is generally favorable for corporate governance and long-term shareholder value.

Positives

  • Continued significant equity holdings by a senior executive align management interests with shareholder value.
  • The acquisition of 33.9 Phantom Units on February 27, 2026, indicates ongoing incentive compensation.

Future Outlook

The filing indicates future vesting events for various stock options and restricted stock units, with vesting dates extending through January 2027 and expiration dates as late as January 2036. Phantom units will convert to common stock upon the earlier of certain termination events or participant selection.

Industry Context

StockSavvy.ai notes that routine Form 4 filings, such as this one, are common for executives receiving equity-based compensation. They provide transparency into insider holdings but typically do not reflect broader industry trends or competitive positioning.

Stakeholder Impact

  • Shareholders: The filing provides transparency into a senior executive's equity holdings, demonstrating alignment of interests with long-term company performance.
  • Employees: The equity compensation structure for executives can serve as a model or incentive for other employees.

Next Steps

  • Vesting of Employee Stock Options in three annual installments (33%, 33%, and 34%) beginning on their respective vesting dates.
  • Vesting of Restricted Stock Units in three annual installments (33%, 33%, and 34%) beginning on their respective vesting dates.
  • Conversion of Phantom Units into shares of common stock upon the earlier of certain termination events or participant selection.

Key Dates

DateDescription
01/25/2019Grant date for Employee Stock Option (Right-to-Buy) for 21,834 shares, 100% vested.
01/27/2022Grant date for Employee Stock Option (Right-to-Buy) for 19,520 shares, 100% vested.
01/24/2023Grant date for Employee Stock Option (Right-to-Buy) for 11,636 shares, 100% vested.
01/24/2024Grant date for Employee Stock Option (Right-to-Buy) for 10,730 shares, 100% vested.
01/26/2025Vesting start date for Employee Stock Option (Right-to-Buy) for 9,928 shares; Vesting start date for Restricted Stock Units for 582.82 units.
01/27/2026Vesting start date for Employee Stock Option (Right-to-Buy) for 10,831 shares; Vesting start date for Restricted Stock Units for 1,296.86 units.
02/27/2026Transaction date for acquisition of 33.9 Phantom Units.
01/26/2027Vesting start date for Employee Stock Option (Right-to-Buy) for 15,177 shares; Vesting start date for Restricted Stock Units for 2,246.06 units; Expiration date for Restricted Stock Units for 582.82 units.
01/25/2028Expiration date for Employee Stock Option (Right-to-Buy) for 21,834 shares.
01/27/2028Expiration date for Restricted Stock Units for 1,296.86 units.
01/26/2029Expiration date for Restricted Stock Units for 2,246.06 units.
01/27/2031Expiration date for Employee Stock Option (Right-to-Buy) for 19,520 shares.
01/24/2032Expiration date for Employee Stock Option (Right-to-Buy) for 11,636 shares.
01/24/2033Expiration date for Employee Stock Option (Right-to-Buy) for 10,730 shares.
01/26/2034Expiration date for Employee Stock Option (Right-to-Buy) for 9,928 shares.
01/27/2035Expiration date for Employee Stock Option (Right-to-Buy) for 10,831 shares.
01/26/2036Expiration date for Employee Stock Option (Right-to-Buy) for 15,177 shares.

Keywords

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

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