Amcor (NYSE: AMCR) exec logs equity awards and tax withholding
Rhea-AI Filing Summary
Amcor plc (AMCR) reported equity compensation activity for officer Julie Marie Sorrells, V.P. & Corporate Controller. On August 26, 2026, 769 ordinary shares were acquired upon settlement of performance shares, while 272 shares were withheld for taxes and 4,440 original performance shares largely forfeited. On the same date, 1,090 Employee Stock Options with a $46.75 exercise price were granted, of which 1,090 vested and the remaining of the 6,300-grant were forfeited. On August 28, 2026, 1,047.2 restricted stock units converted into ordinary shares, with 350 shares withheld for taxes, and 1,534.8 shares were reported as held indirectly through a 401(k) plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 1,194.2 shares
Net Buy
7 txns
Insider
SORRELLS JULIE MARIE
Role
V.P. & CORPORATE CONTROLLER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F2, F7 | 1,047.2 | $0.00 | $0.00 |
| Exercise | Ordinary Shares F2 | 1,047.2 | -- | -- |
| Tax Withholding | Ordinary Shares F5 | 350 | $0.00 | $0.00 |
| Grant/Award | Employee Stock Options F6 | 1,090 | $0.00 | $0.00 |
| Exercise | Ordinary Shares F1, F2, F3 | 769 | -- | -- |
| Tax Withholding | Ordinary Shares F4 | 272 | $0.00 | $0.00 |
| holding | Ordinary Shares | -- | -- | -- |
Holdings After Transaction:
Employee Stock Options — 1,090 shares (Direct);
Restricted Stock Units — 0 shares (Direct);
Ordinary Shares — 9,193.8 shares (Direct);
Ordinary Shares — 1,534.8 shares (Indirect, By 401(K) Plan)
Footnotes (7)
- F1. Settlement of performance shares that were granted on September 15, 2022 under the 2023-2024 Long Term Incentive plan of Amcor Limited ("Old Amcor"), a predecessor of Amcor, plc ("Amcor"). 769 of the 4,440 performance shares vested based on achievement of the performance conditions and the remaining performance shares were forfeited.
- F2. Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units.
- F3. Reflects the deduction of 143 shares from the reporting person's directly held shares to reflect the full number of shares withheld on August 28, 2025 (adjusted for the 1-for-5 reverse stock split that became effective on January 14, 2026) in the exempt share withholding transaction reported on the reporting person's Form 4 filed on September 2, 2025. The number of shares withheld was initially underreported due to an administrative error.
- F4. 272 shares withheld for tax withholding arising from the recent equity plan vesting resulting in 497 shares.
- F5. 350 shares withheld for tax withholding arising from the recent equity plan vesting resulting in 697.20 shares.
- F6. Vesting of Employee Stock Options that were granted on September 15, 2023 under Old Amcor's 2023-2024 Long Term Incentive Plan. 1,090 of the 6,300 Employee Stock Options vested and the remaining Employee Stock Options were forfeited. The Employee Stock Options remain subject to a share price condition whereby the share price must exceed the exercise price for the Employee Stock Options to be exercisable.
- F7. The restricted stock units were granted on September 16, 2024 and vest August 28, 2026.
Key Figures
Performance shares vested: 769 shares
Performance shares originally granted: 4,440 shares
RSUs converted to ordinary shares: 1,047.2 shares
+5 more
8 metrics
Performance shares vested
769 shares
Vesting of 4,440 performance shares under a 2023-2024 Long Term Incentive plan
Performance shares originally granted
4,440 shares
Performance shares granted September 15, 2022; only 769 vested, remainder forfeited
RSUs converted to ordinary shares
1,047.2 shares
Restricted stock units vested and converted on August 28, 2026
Tax withholding shares (first transaction)
272 shares
Shares withheld for tax withholding from recent equity plan vesting
Tax withholding shares (second transaction)
350 shares
Shares withheld for tax withholding from recent equity plan vesting
Employee Stock Options granted
1,090 options
Vesting of Employee Stock Options from a 6,300-option grant
Employee Stock Option exercise price
$46.75 per share
Exercise price for 1,090 Employee Stock Options vesting under the long-term plan
Indirect 401(k) holdings
1,534.8 shares
Ordinary shares held indirectly by 401(k) plan as of August 26, 2026
Key Terms
Restricted Stock Units, Employee Stock Options, Long Term Incentive plan, tax withholding, +1 more
5 terms
Restricted Stock Units financial
"Each restricted stock unit represents a contingent right to receive one ordinary share"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Employee Stock Options financial
"Vesting of Employee Stock Options that were granted on September 15, 2023"
Employee stock options are contracts that give workers the right to buy a company's shares at a set price sometime in the future, like a coupon that lets you purchase stock at today’s price later on. Investors care because they align employees’ incentives with company performance and create a potential future claim on shares that can reduce existing owners’ percentage and add to a company’s reported compensation costs.
Long Term Incentive plan financial
"under the 2023-2024 Long Term Incentive plan of Amcor Limited"
A long term incentive plan is a company program that awards executives and key employees bonuses—often in stock, options, or cash—only if the business meets multi-year performance goals. It links management pay to company results—like tying a coach’s bonus to a team’s multi-season record—so investors monitor it for how leaders are motivated, potential share dilution, and signals about the company’s long-term priorities.
tax withholding financial
"shares withheld for tax withholding arising from the recent equity plan vesting"
Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.
1-for-5 reverse stock split financial
"adjusted for the 1-for-5 reverse stock split that became effective on January 14, 2026"
FAQ
What insider transactions did Amcor plc (AMCR) report for Julie Marie Sorrells?
Julie Marie Sorrells reported settlement of performance shares, vesting and grant of Employee Stock Options, and conversion of 1,047.2 restricted stock units into ordinary shares, along with share withholding transactions for tax liabilities and updated 401(k) plan holdings.
How many Amcor (AMCR) restricted stock units vested for Julie Marie Sorrells?
On August 28, 2026, 1,047.2 restricted stock units vested and were settled into the same number of Amcor ordinary shares, with a portion of the resulting shares withheld to satisfy tax withholding obligations.
What Employee Stock Options did Amcor (AMCR) grant to Julie Marie Sorrells?
On August 26, 2026, Sorrells received 1,090 Employee Stock Options with an exercise price of $46.75 per share, relating to 1,090 underlying ordinary shares, under a long-term incentive plan, while the remaining options from a 6,300-option grant were forfeited.
What indirect Amcor (AMCR) holdings does Julie Marie Sorrells report?
Sorrells reports 1,534.8 ordinary shares of Amcor held indirectly by a 401(k) Plan. These are categorized as indirect ownership and are separate from directly held or newly vested shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
