Fuller H.B. (FUL) CFO Reports 52,196-Share Disposition and RSU Holdings
Rhea-AI Filing Summary
Fuller H. B. Co. (FUL) Form 4: John J. Corkrean, Executive Vice President and CFO, reported insider activity dated 09/26/2025. The filing shows a disposition of 52,196 shares of common stock reported in Table I. Table II records derivative and equity-based holdings: acquisition of 162.12 phantom units that convert 1-for-1 into common stock, and a schedule of existing employee stock options and restricted stock units that the reporting person beneficially owns following the transactions (optioned shares range from 16,672 to 48,309 per grant; multiple RSU grants totaling 1,297.11, 2,841.16 and 4,352.99 shares). The form is signed by an attorney-in-fact on 09/29/2025. The filing documents routine exercised/vested equity awards and a reported share sale; no earnings or forward-looking guidance is included.
Positive
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Negative
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Insights
TL;DR: Insider sold a significant block of shares while retaining substantial option and RSU holdings.
The 52,196-share disposition is a notable, discrete sale that reduces direct common stock holdings but the reporting person continues to hold extensive equity exposure via vested stock options and RSUs. The acquisition of 162.12 phantom units (convertible 1-for-1) modestly increases deferred equity exposure. These movements appear consistent with compensation realization and routine liquidity events rather than a change in control or company fundamentals, as the filing contains no operational or financial statements.
TL;DR: Transaction documentation is standard and properly disclosed under Section 16 reporting.
The Form 4 lists the reporting person’s role (Executive VP & CFO) and discloses both non-derivative disposition and multiple derivative/award positions with vesting schedules noted. The filing includes the attorney-in-fact signature and explanatory footnotes on conversion and dividend-equivalent features, indicating appropriate disclosure practices. No material governance or compliance concerns are present in the disclosed items.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Units | 162.12 | $58.14 | $9K |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right-to-Buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (8)
- F1. These units (acquired after 12-31-04) convert into shares of common stock on a 1-for-1 basis.
- F2. These units (acquired after 12-31-04) convert into shares of common stock upon the earlier of certain termination events as specified in the Key Employee Deferred Compensation Plan or such earlier date as selected by the participant, subject to holding periods required by law.
- F3. Amount includes stock units acquired pursuant to a dividend equivalent feature.
- F4. This option is 100% vested.
- F5. This option vests in three annual installments (33%, 33%, and 34%) beginning on the date shown.
- F6. These restricted stock units convert into shares of common stock on a 1-for-1 basis.
- F7. These restricted stock units vest in three annual installments (33%, 33%, and 34%) beginning on the date shown.
- F8. Amount includes restricted stock units acquired pursuant to a dividend equivalent reinvestment feature.
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