Form 4: H.B. Fuller Executive VP and CFO, John J. Corkrean, Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing


John J. Corkrean, Executive VP and CFO of H.B. Fuller, filed a Form 4 detailing changes in beneficial ownership, including the acquisition of phantom units and adjustments to holdings of employee stock options and restricted stock units.

Summary

  • On April 11, 2025, John J. Corkrean, Executive VP and CFO of H.B. Fuller Co., reported changes in his beneficial ownership of the company's securities.
  • The report details the acquisition of 175.43 phantom units, which convert into shares of common stock on a 1-for-1 basis.
  • These units convert into shares upon certain termination events or an earlier date selected by the participant, subject to legal holding periods.
  • The report also includes holdings of employee stock options with various exercise prices and expiration dates, as well as restricted stock units that vest in three annual installments.
  • Corkrean directly owns 52,196 shares of common stock.
  • The report lists multiple employee stock options with varying grant dates, exercise prices, and expiration dates, covering a significant number of shares.
  • Restricted stock units are also detailed, vesting over three years and converting to common stock on a 1-for-1 basis.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing, so the sentiment is neutral.

Positives

  • The reporting of transactions is a standard part of regulatory compliance.
  • The acquisition of phantom units may reflect positively on the executive's alignment with the company's long-term performance.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders.

Comparison to Industry Standards

  • Executive compensation packages often include a mix of salary, stock options, restricted stock units, and other incentives.
  • The specific terms of these packages, such as vesting schedules and exercise prices, are typically benchmarked against industry peers to attract and retain talent.
  • Companies like 3M, Dow, and DuPont, which operate in related industries, also utilize similar compensation strategies for their executives.

Stakeholder Impact

  • The filing provides transparency to shareholders regarding executive compensation and ownership.
  • Employees holding stock options and restricted stock units are directly impacted by the vesting and conversion terms outlined in the report.

Key Dates

DateDescription
12-31-04Date after which phantom units were acquired.
05/17/2017Date of employee stock option grant with exercise price $43.48.
01/26/2018Date of employee stock option grant with exercise price $50.1.
01/25/2019Date of employee stock option grant with exercise price $53.57.
01/24/2020Date of employee stock option grant with exercise price $45.05.
01/24/2021Date of employee stock option grant with exercise price $48.35.
01/27/2022Date of employee stock option grant with exercise price $51.89.
01/24/2023Date of employee stock option grant with exercise price $72.94.
01/24/2024Date of employee stock option grant with exercise price $68.17 and vesting start date for restricted stock units.
01/26/2025Date of employee stock option grant with exercise price $77.72 and vesting start date for restricted stock units.
04/11/2025Date of the reported transaction.
01/26/2026Vesting start date for restricted stock units.
05/17/2026Expiration date of employee stock option with exercise price $43.48.
01/27/2026Date of employee stock option grant with exercise price $64.28.
01/24/2026Expiration date for restricted stock units vesting from 01/24/2024.
01/26/2027Expiration date for restricted stock units vesting from 01/26/2025 and expiration date of employee stock option with exercise price $50.1.
01/27/2028Expiration date for restricted stock units vesting from 01/27/2026.
01/25/2028Expiration date of employee stock option with exercise price $53.57.
01/24/2029Expiration date of employee stock option with exercise price $45.05.
01/24/2030Expiration date of employee stock option with exercise price $48.35.
01/27/2031Expiration date of employee stock option with exercise price $51.89.
01/24/2032Expiration date of employee stock option with exercise price $72.94.
01/24/2033Expiration date of employee stock option with exercise price $68.17.
01/26/2034Expiration date of employee stock option with exercise price $77.72.
01/27/2035Expiration date of employee stock option with exercise price $64.28.

Keywords

Form 4, beneficial ownership, H.B. Fuller, FUL, John J. Corkrean, phantom units, stock options, restricted stock units, executive compensation

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