FULLER H B CO SEC Filings

BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 7,776,207 shares of H.B. Fuller (FUL), representing 14.4% of the common stock. As of 09/30/2025, BlackRock had 7,645,396 shares with sole voting power and 7,776,207 shares with sole dispositive power, with no shared voting or dispositive power disclosed.

BlackRock states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing notes that iShares Core S&P Small-Cap ETF has an interest in H.B. Fuller’s common stock that exceeds five percent.

H.B. Fuller (FUL) reported insider equity activity for its Executive VP and CFO on a Form 4. On 10/10/2025, the officer acquired 165.1 phantom units (1-for-1 into common stock), bringing total phantom units beneficially owned to 26,936.83, including amounts from a dividend equivalent feature. Following the reported transactions, the officer directly owned 52,196 shares of common stock.

The filing also lists multiple employee stock options with exercise prices between $43.48 and $77.72 and various expiration dates, plus restricted stock units that vest in three annual installments beginning on their stated grant dates.

H.B. Fuller (FUL) senior officer (Sr. VP, International Growth) reported insider activity on 10/10/2025. The filing shows an acquisition of 37.98 phantom units, which convert into common stock on a 1‑for‑1 basis.

Following the reported transactions, the officer beneficially owned 22,316.23 shares of common stock (direct). Derivative holdings included 5,021.52 phantom units after the update, plus various employee stock options and restricted stock units with stated exercise prices, vesting schedules, and expirations as disclosed.

H.B. Fuller Company announced the election of Celine Martin, age 51, as a Class III director effective December 1, 2025, with an initial term ending at the 2026 annual meeting. She will join the Audit and Compensation Committees. Ms. Martin most recently led the Cardiovascular & Specialty Solutions group at Johnson & Johnson from 2022–2025 and previously oversaw Ethicon’s surgical instrument portfolio. Her career spans roughly 30 years in medical device businesses across multiple geographies.

For board service she will receive an annual cash retainer of $100,000, an initial grant of 1,300 restricted stock units, and eligibility for an annual discretionary deferred phantom stock grant valued at $165,000. The board noted no direct or indirect material interest from Ms. Martin in customer-supplier transactions with Johnson & Johnson. The board size will increase to nine directors, eight of whom will be independent, effective December 1, 2025.

Insider transactions by Gregory O. Ogunsanya, Sr. VP, General Counsel and Corporate Secretary, show multiple equity award activities on 10/04/2025. He received 3,701 restricted stock units (RSUs) and 191 RSUs that vested, and had withholding for taxes of 191 and 3,701 shares respectively. The filings report acquisitions (code M) of 3,701 and 191 shares at an effective price of $59.28 per share and dispositions (code F) for tax withholding of 60 and 1,134 shares at the same price, leaving beneficial ownership in common stock at 6,567, 6,758, 6,698, and 5,564 across separate reported lines.

Derivatives disclosed include vested and outstanding employee stock options totaling 22,594 underlying shares across three option grants with exercise prices of $64.28, $70.28, and $77.72, plus additional RSU tranches and dividend-equivalent reinvestments. Vesting schedules are described in the explanations with multi-year installments starting on the stated vesting dates.

James J. East, Executive Vice President of Fuller H. B. Co. (ticker FUL), reported a purchase of 31 shares of Fuller common stock on 09/26/2025 at a price of $58.62 per share. After the transaction, Mr. East beneficially owned 2,822 shares directly and 105.34 shares indirectly through a 401(k) plan. The filing also discloses his outstanding equity awards: employee stock options exercisable into a total of 39,834 shares across four grants, phantom units converting into 4,102.62 shares, and restricted stock units convertible into 4,776.98 shares on various vesting schedules and exercise/expiration dates between 2026 and 2035. Dividend-equivalent features increased reported amounts for some units and RSUs.

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.

Heather Campe, Senior Vice President, International Growth at Fuller H.B. Company (FUL), reported changes in her beneficial ownership on Form 4 covering transactions dated 09/26/2025. The filing shows a disposition of 22,316.23 shares of common stock (noted to include shares from a dividend reinvestment plan). The report also lists multiple outstanding employee stock options across several grant dates and strike prices totaling 83,479 option shares across six option grants, along with phantom units and restricted stock units that convert 1-for-1 into common stock (RSU balances of 623.89, 1,139.13, and 1,918.46). The form was signed by an attorney-in-fact on behalf of the reporting person on 09/29/2025.

FULLER H B CO (FUL) reported several strategic transactions and financing updates during the quarter ending August 30, 2025. The company completed multiple acquisitions to expand regional and product presence, including ND Industries Asia, Inc. for approximately $8,310 (goodwill $2,422; other intangibles $2,400) and HS Butyl in the U.K. with other intangibles of $6,974 and goodwill of $3,805. Several acquisitions include holdbacks measured at fair value (example: a holdback of $28,922).

On financing, the company refinanced Term Loan B reducing margins to SOFR+175 bps with a SOFR floor of 50 bps (effective rate 6.07% at August 30, 2025) and retained the Feb 15, 2030 maturity. Interest rate and cross-currency swaps produced combined fair value liabilities reported as other liabilities (examples: $22,571 and $120,188). A $300,000 share repurchase authorization remains in place; repurchases of $56,930 were completed year‑to‑date. The company recorded environmental remediation liabilities of $2,818 and disclosed goodwill and intangible asset movements and discrete tax items affecting effective tax rates.