H.B. Fuller (NYSE: FUL) VP logs phantom unit award and option holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
H.B. Fuller senior vice president Heather Campe reported updated equity holdings, including a new award of 35.4600 phantom units tied to the company’s common stock. The phantom units were credited at $62.8300 per unit and bring her total phantom unit balance to 5,568.7100 units.
The filing also shows direct ownership of 24,653.0782 shares of common stock, which includes shares acquired through a dividend reinvestment plan. Campe holds multiple grants of restricted stock units that convert into common stock on a 1-for-1 basis and vest in three annual installments.
In addition, she holds several employee stock options to buy common shares at exercise prices ranging from $51.8900 to $77.7200, with expiration dates extending out to 2036. One option grant is fully vested, while others vest over three yearly installments beginning on the dates shown.
Positive
- None.
Negative
- None.
Insider Trade Summary
12 transactions reported
Mixed
12 txns
Insider
Campe Heather
Role
Sr. VP, International Growth
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Units | 35.46 | $62.83 | $2K |
| 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 | -- | -- | -- |
Holdings After Transaction:
Phantom Units — 5,568.71 shares (Direct, null);
Employee Stock Option (Right-to-Buy) — 19,520 shares (Direct, null);
Restricted Stock Units — 582.82 shares (Direct, null);
Common Stock — 24,653.078 shares (Direct, null)
Footnotes (1)
- Amount includes shares acquired pursuant to a dividend reinvestment plan. These units (acquired after 12-31-04) convert into shares of common stock on a 1-for-1 basis. 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. Amount includes stock units acquired pursuant to a dividend equivalent feature. This option is 100% vested. This option vests in three annual installments (33%, 33%, and 34%) beginning on the date shown. These restricted stock units convert into shares of common stock on a 1-for-1 basis. These restricted stock units vest in three annual installments (33%, 33%, and 34%) beginning on the date shown. Amount includes restricted stock units acquired pursuant to a dividend equivalent reinvestment feature.
Key Figures
New phantom units granted: 35.4600 units
Phantom units total: 5,568.7100 units
Direct common stock holdings: 24,653.0782 shares
+3 more
6 metrics
New phantom units granted
35.4600 units
Grant of phantom units at $62.8300 per unit
Phantom units total
5,568.7100 units
Total phantom units following the transaction
Direct common stock holdings
24,653.0782 shares
Direct ownership including dividend reinvestment plan shares
Option exercise price (example)
$77.7200 per share
Employee stock option expiring 2034-01-26
Option exercise price (example)
$51.8900 per share
Employee stock option expiring 2031-01-27
RSU tranche
1,296.8600 underlying shares
Restricted stock units expiring 2028-01-27, 1-for-1 into common
Key Terms
Phantom Units, dividend reinvestment plan, dividend equivalent feature, Restricted Stock Units, +1 more
5 terms
Phantom Units financial
"These units (acquired after 12-31-04) convert into shares of common stock on a 1-for-1 basis."
Phantom units are a form of employee compensation that mimics ownership in a company without issuing real shares: recipients receive cash or stock value tied to the company’s share price or performance when the units vest. They matter to investors because phantom units align employee incentives with shareholder value while avoiding share dilution; however, they create future cash obligations and can affect a company’s financial statements and cash flow.
dividend reinvestment plan financial
"Amount includes shares acquired pursuant to a dividend reinvestment plan."
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
dividend equivalent feature financial
"Amount includes stock units acquired pursuant to a dividend equivalent feature."
Restricted Stock Units financial
"These restricted stock units convert into shares of common stock on a 1-for-1 basis."
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 Option (Right-to-Buy) financial
"This option vests in three annual installments (33%, 33%, and 34%) beginning on the date shown."
FAQ
What insider activity did Heather Campe report at H.B. Fuller (FUL)?
Heather Campe reported a new grant of 35.4600 phantom units tied to H.B. Fuller common stock, credited at $62.8300 per unit. The filing also updates her existing common stock, restricted stock unit, and stock option holdings.
How many H.B. Fuller phantom units does Heather Campe now hold?
After the latest grant, Heather Campe holds 5,568.7100 phantom units. According to the filing, these units convert into H.B. Fuller common stock on a 1-for-1 basis under the company’s key employee deferred compensation arrangements and related plan features.
What stock options does Heather Campe hold in H.B. Fuller (FUL)?
Heather Campe holds several employee stock options to buy H.B. Fuller common stock, with exercise prices such as $77.7200, $72.9400, and $51.8900. Expiration dates run from 2028 to 2036, and one option grant is already 100% vested.
How do Heather Campe’s restricted stock units in H.B. Fuller vest?
Her restricted stock units convert into H.B. Fuller common stock on a 1-for-1 basis. The filing explains that these RSUs vest in three annual installments of 33%, 33%, and 34%, starting on the specific grant dates listed in the document.
What plan features affect Heather Campe’s reported unit balances at H.B. Fuller?
The filing indicates her balances include units acquired through dividend reinvestment and a dividend equivalent reinvestment feature. These features add additional stock or stock units when dividends are paid, increasing her reported holdings over time.