Form 4: Turning Point Brands Senior VP Exercises and Sells Stock Options Under Pre-Arranged Plan

Sentiment:

Insider Transaction Report


Brittani Cushman, Senior Vice President and General Counsel of Turning Point Brands, Inc., exercised and immediately sold a total of 15,000 common stock options over two days in June 2025, as part of a pre-arranged trading plan.

Summary

  • Brittani Cushman, Senior Vice President and General Counsel of Turning Point Brands, Inc. (TPB), reported transactions involving the exercise and sale of company common stock.
  • On June 9, 2025, Ms. Cushman exercised 7,500 stock options at an exercise price of $13.00 per share and simultaneously sold these 7,500 shares at a price of $75.89 per share.
  • On June 10, 2025, she again exercised 7,500 stock options at $13.00 per share and sold these 7,500 shares at $74.36 per share.
  • These transactions were conducted pursuant to a Rule 10b5-1(c) trading plan, indicating they were pre-scheduled.
  • Following these transactions, Ms. Cushman directly beneficially owns 34,687 shares of common stock.
  • Additionally, 406,806 shares are indirectly beneficially owned by her spouse, though Ms. Cushman disclaims beneficial ownership of these securities.
  • Ms. Cushman continues to hold various unexercised stock options with exercise prices ranging from $14.85 to $51.75 and expiration dates up to March 14, 2032.

Sentiment

Score: 6

Explanation: The transactions represent a routine exercise and sale of stock options by a senior executive, conducted under a pre-arranged 10b5-1 trading plan. This is generally viewed as a neutral event, reflecting the executive's compensation structure and personal financial planning, rather than a signal about the company's future performance. The significant difference between exercise and sale price indicates strong stock performance.

Positives

  • The transactions were conducted under a Rule 10b5-1(c) plan, indicating pre-planned and transparent insider trading activity, which can reduce concerns about opportunistic selling.
  • The executive continues to hold a significant number of shares directly (34,687) and indirectly (406,806 by spouse), aligning her interests with shareholders.
  • The significant difference between the option exercise price ($13.00) and the sale prices ($75.89 and $74.36) indicates a substantial gain for the executive, reflecting a strong increase in the company's stock value since the options were granted.

Negatives

  • The sale of 15,000 shares by a senior executive, even if pre-planned, could be perceived negatively by some investors as it reduces direct insider ownership.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: May observe a slight reduction in direct insider ownership, but the 10b5-1 plan mitigates concerns about opportunistic selling. The executive's continued significant holdings (direct and indirect) maintain alignment with shareholder interests.

Key Dates

DateDescription
01/01/2018Vesting date for 34% of underlying shares for certain options.
01/01/2019Vesting date for 33% of underlying shares for certain options.
01/01/2020Vesting date for 33% of underlying shares for certain options.
01/01/2021Vesting date for 34% of underlying shares for certain options.
01/01/2022Vesting date for 34% of underlying shares for certain options.
01/01/2023Vesting date for 34% of underlying shares for certain options.
01/01/2024Vesting date for 33% of underlying shares for certain options.
01/01/2025Vesting date for 33% of underlying shares for certain options.
02/14/2027Expiration date for 10,000 options (2,500 remaining after exercise).
03/07/2028Expiration date for 4,500 options.
03/20/2029Expiration date for 4,800 options.
03/18/2030Expiration date for 6,000 options.
02/18/2031Expiration date for 7,000 options.
03/14/2032Expiration date for 8,000 options.
06/09/2025Date of earliest reported transaction (option exercise and sale).
06/10/2025Date of second reported transaction (option exercise and sale).
06/11/2025Signature date of the reporting person on the filing.

Keywords

Turning Point Brands, TPB, Brittani Cushman, SEC Form 4, Insider Trading, Stock Options, Option Exercise, Stock Sale, Rule 10b5-1, Equity Incentive Plan, Corporate Governance

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