Smucker CFO granted 9,207 restricted shares
Marshall Tucker H reported acquisition or exercise transactions in this Form 4 filing.
Rhea-AI Filing Summary
Marshall Tucker H reported acquisition or exercise transactions in this Form 4 filing.
J. M. Smucker Chief Financial Officer Marshall Tucker H reported a compensation-related stock grant and updated holdings. He received 9,207 Common Shares as a grant or award at $0.00 per share, increasing his direct ownership to 43,802 Common Shares.
The restricted stock was granted for fiscal year 2027 under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan and vests in three equal annual installments beginning on June 11, 2027. In addition, he indirectly holds 1,526 Common Shares through a 401(k) and dividend reinvestment plan. The filing reflects compensation and accumulation of shares, not an open-market purchase or sale.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 9,207 shares
Grant/Award
2 txns
Insider
Marshall Tucker H
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Shares | 9,207 | $0.00 | $0.00 |
| holding | Common Shares | -- | -- | -- |
Holdings After Transaction:
Common Shares — 43,802 shares (Direct);
Common Shares — 1,526 shares (Indirect, 401(K))
Footnotes (2)
- F1. The restricted stock granted for fiscal year 2027 pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan vests in three equal annual installments beginning on June 11, 2027.
- F2. This amount includes shares acquired under (i) the Company's 401(k) plan since the date of the reporting person's last ownership report and (ii) the Company's dividend reinvestment plan as administered by its transfer agent.
Key Figures
Restricted stock grant: 9,207 Common Shares
Grant price per share: $0.00 per share
Direct holdings after grant: 43,802 Common Shares
+3 more
6 metrics
Restricted stock grant
9,207 Common Shares
Grant or award acquisition for fiscal year 2027
Grant price per share
$0.00 per share
Compensation-related award, not open-market purchase
Direct holdings after grant
43,802 Common Shares
Total direct ownership following the 9,207-share award
Indirect holdings
1,526 Common Shares
Held through 401(k) and dividend reinvestment plan
Vesting schedule
3 equal annual installments
Restricted stock vests beginning on June 11, 2027
Vesting start date
June 11, 2027
First installment for fiscal 2027 restricted stock grant
Key Terms
restricted stock, 401(k) plan, dividend reinvestment plan, Equity and Incentive Compensation Plan
4 terms
restricted stock financial
"The restricted stock granted for fiscal year 2027 pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan vests in three equal annual installments"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
401(k) plan financial
"This amount includes shares acquired under (i) the Company's 401(k) plan since the date of the reporting person's last ownership report"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
dividend reinvestment plan financial
"and (ii) the Company's dividend reinvestment plan as administered by its transfer agent"
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.
Equity and Incentive Compensation Plan financial
"The restricted stock granted for fiscal year 2027 pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan vests in three equal annual installments"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
Are J. M. Smucker (SJM) CFO’s recent transactions open-market buys or sells?
The reported transactions are not open-market buys or sells. They include a compensation-related grant of 9,207 Common Shares at $0.00 per share and updated holdings through company benefit plans, rather than discretionary market trading activity.
Which plan governs the J. M. Smucker (SJM) CFO’s 2027 restricted stock grant?
The 2027 restricted stock grant is governed by The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. This plan authorizes equity-based awards like restricted shares, which vest over time to align executive incentives with shareholders’ interests.
AI-generated analysis. How Rhea-AI works. Not financial advice.
