[Form 4] Amcor plc Insider Trading Activity
Amcor plc (AMCR) insider reporting for Michael Casamento, Executive VP, Finance & CFO: The Form 4 shows transactions dated 09/15/2025 and was signed on 09/17/2025. The filing reports a disposition of 629,748 ordinary shares and several acquisitions the same day: exercise/acquisition of 761,585 shares via employee stock options (exercise price $8.28), and grants of restricted stock units totaling 128,451 RSUs (35,552 vesting on 09/15/2027 and 92,899 vesting ratably over three years). Of the disposed shares, 97,365 were held as CDIs. After the reported transactions, the filing lists 35,552 and 761,585 shares related to specific derivative holdings and 92,899 ordinary shares from RSUs as beneficially owned.
- Transparency: The filing provides detailed counts and dates for option exercises, RSU grants, and dispositions, satisfying Section 16 disclosure requirements
- Substantial equity alignment: The CFO acquired 761,585 shares via option exercise and was granted 128,451 RSUs, maintaining significant equity exposure to AMCR
- None.
Insights
TL;DR: Insider-level option exercises, RSU grants, and a large disposition were reported; activity appears routine for executive compensation.
Michael Casamento, the company's CFO, reported exercising a substantial number of options (761,585) at an $8.28 exercise price and receiving 128,451 RSUs on 09/15/2025, while disposing of 629,748 ordinary shares. The filing notes 97,365 of the disposed shares were CDIs. These transactions reflect compensation-related activity and portfolio rebalancing by an officer rather than an operational disclosure. For investors, the key datapoints are the sizes and dates of the transactions and the remaining beneficial ownership reported on the form.
TL;DR: This Form 4 documents executive equity exercises and grants consistent with compensation practices; not an independent corporate event.
The report combines option exercises, RSU grants, and a disposal on the same date, which is common when executives exercise vested awards and adjust holdings. The RSUs vest on specified schedules (one tranche vesting 09/15/2027 and another vesting ratably over three years). The form is precise about ownership counts and the $8.28 option exercise price. From a governance perspective, the filing fulfills disclosure obligations and provides transparency on the officer's equity transactions.