Form 4: H.B. Fuller Senior VP to Acquire Phantom Units in Future Transaction

Sentiment:

Statement of Changes in Beneficial Ownership


H.B. Fuller Co.'s Senior Vice President of International Growth, Heather Campe, reported the scheduled acquisition of 36.06 phantom units, convertible to common stock, effective July 18, 2025.

Summary

  • Heather Campe, Senior Vice President of International Growth at H.B. Fuller Co. (FUL), filed a Form 4 statement of changes in beneficial ownership.
  • The filing reports the scheduled acquisition of 36.06 phantom units on July 18, 2025.
  • These phantom units convert into shares of common stock on a 1-for-1 basis.
  • Following this scheduled acquisition, Ms. Campe will beneficially own a total of 4,780.89 phantom units, which include units acquired via a dividend equivalent feature.
  • Ms. Campe currently holds 22,316.23 shares of common stock, including those acquired pursuant to a dividend reinvestment plan.
  • The filing also details Ms. Campe's existing holdings of various employee stock options and restricted stock units, with varying exercise prices, vesting schedules, and expiration dates, demonstrating her long-term equity incentives.

Sentiment

Score: 5

Explanation: Neutral. This is a routine disclosure of an insider's equity holdings and a planned acquisition of phantom units, which is a common form of executive compensation. It does not indicate significant positive or negative news for the company's operations or financial performance.

Positives

  • Scheduled acquisition of 36.06 phantom units on July 18, 2025, indicating a future increase in potential equity holdings for the Senior VP.
  • Continued accumulation of common stock through a dividend reinvestment plan, reflecting a long-term commitment to the company.
  • Significant existing holdings of employee stock options and restricted stock units, aligning management's interests with shareholder value.

Stakeholder Impact

  • Minimal. This filing primarily impacts the reporting executive's personal equity holdings and aligns their interests with shareholders through long-term incentives. It does not directly affect customers, suppliers, or creditors.

Key Dates

DateDescription
01/25/2019Vesting date for Employee Stock Option (Right-to-Buy) with $53.57 exercise price, expiring 01/25/2028.
01/27/2022Vesting date for Employee Stock Option (Right-to-Buy) with $51.89 exercise price, expiring 01/27/2031.
01/24/2023Vesting date for Employee Stock Option (Right-to-Buy) with $72.94 exercise price, expiring 01/24/2032.
01/24/2024Vesting start date for Employee Stock Option (Right-to-Buy) with $68.17 exercise price, expiring 01/24/2033. Also, vesting start date for 621.44 Restricted Stock Units, expiring 01/24/2026.
01/26/2025Vesting start date for Employee Stock Option (Right-to-Buy) with $77.72 exercise price, expiring 01/26/2034. Also, vesting start date for 1,134.66 Restricted Stock Units, expiring 01/26/2027.
07/18/2025Transaction date for the scheduled acquisition of 36.06 phantom units. This is also the earliest transaction date reported in the filing.
07/21/2025Signature date of the reporting person's attorney-in-fact.
01/27/2026Vesting start date for Employee Stock Option (Right-to-Buy) with $64.28 exercise price, expiring 01/27/2035. Also, vesting start date for 1,910.94 Restricted Stock Units, expiring 01/27/2028.
01/25/2028Expiration date for Employee Stock Option (Right-to-Buy) with $53.57 exercise price.
01/27/2028Expiration date for 1,910.94 Restricted Stock Units.
01/27/2031Expiration date for Employee Stock Option (Right-to-Buy) with $51.89 exercise price.
01/24/2032Expiration date for Employee Stock Option (Right-to-Buy) with $72.94 exercise price.
01/24/2033Expiration date for Employee Stock Option (Right-to-Buy) with $68.17 exercise price.
01/26/2034Expiration date for Employee Stock Option (Right-to-Buy) with $77.72 exercise price.
01/27/2035Expiration date for Employee Stock Option (Right-to-Buy) with $64.28 exercise price.

Keywords

H.B. Fuller Co., FUL, SEC Form 4, Insider Trading, Beneficial Ownership, Phantom Units, Stock Options, Restricted Stock Units, Executive Compensation, Heather Campe

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