[Form 4] H.B. Fuller Company Insider Trading Activity
Rhea-AI Filing Summary
H.B. Fuller Company (FUL) Executive VP & CFO John J. Corkrean reported changes in his beneficial ownership on Form 4. The filing shows a disposition of 52,196 shares of Common Stock on 08/15/2025. The report details derivative and equity holdings still held by the reporting person, including phantom units that convert 1-for-1 into common shares (159.84 units shown, representing 26,199.97 when combined with a dividend equivalent feature), multiple vested and unvested employee stock options with exercise prices ranging from $43.48 to $77.72 and individual option share counts listed (for example, 41,208, 48,309, 38,376 among others), and restricted stock units that vest in scheduled installments (examples: 1,292.02, 2,830.02, 4,335.92). The Form 4 is signed by an attorney-in-fact on behalf of the reporting person on 08/18/2025. The filing does not state a sale price for the 52,196-share disposition.
Positive
- Transparent disclosure of a sizable insider share disposition and detailed listing of outstanding equity awards and vesting schedules
Negative
- Disposition of 52,196 common shares on 08/15/2025 (sale price not disclosed in the filing)
Insights
TL;DR: Insider disposed of 52,196 shares; extensive remaining option and RSU position remains.
The disposal of 52,196 common shares on 08/15/2025 is the clearest actionable item for investors because it represents an actual reduction in direct common-share holdings by the Executive VP & CFO. The filing also enumerates numerous employee stock options (with exercise prices from $43.48 to $77.72) and restricted stock units that remain outstanding and subject to vesting schedules. Because no sale price for the disposed shares is reported on this form, valuation impact cannot be directly assessed from this filing alone. The detailed listing of derivative positions is useful for assessing potential future dilution if options are exercised or RSUs convert.
TL;DR: Form 4 properly discloses a significant share disposition and enumerates remaining equity awards and vesting terms.
The filing appears to comply with Section 16 reporting by identifying the reporting person, relationship to the issuer (Executive VP & CFO), transaction date (08/15/2025), and enumerating derivative securities, phantom units, options, and restricted stock units with vesting or exercisability dates. Notably, the report lacks a transaction price for the 52,196-share disposition, which limits transparency on proceeds or economic intent. The signature by an attorney-in-fact is included with date 08/18/2025, satisfying execution disclosure requirements.