STOCK TITAN

Restricted stock award lifts J M Smucker (NYSE: SJM) CEO holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SMUCKER MARK T reported acquisition or exercise transactions in this Form 4 filing.

J M Smucker Co CEO and Chair Mark T. Smucker received a grant of 34,497 restricted common shares at $0.00 per share as equity compensation. The award is for fiscal year 2027 under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan.

The restricted stock vests in three equal annual installments beginning on June 11, 2027. After this grant, Smucker directly holds 107,686 common shares. The filing also lists several indirect holdings, including shares held by family trusts, a grantor retained annuity trust, his spouse, and a 401(k) plan, some of which he disclaims beneficial ownership of.

Positive

  • None.

Negative

  • None.
Insider SMUCKER MARK T
Role CEO, Chair of Board
Type Security Shares Price Value
Grant/Award Common Shares 34,497 $0.00 --
holding Common Shares -- -- --
holding Common Shares -- -- --
holding Common Shares -- -- --
holding Common Shares -- -- --
holding Common Shares -- -- --
holding Common Shares -- -- --
Holdings After Transaction: Common Shares — 107,686 shares (Direct, null); Common Shares — 7,576 shares (Indirect, By 401(k))
Footnotes (1)
  1. 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. On March 24, 2026, 19,377 shares were moved from the reporting person's grantor retained annuity trust to his direct ownership. 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. The reporting person disclaims beneficial ownership of these shares.
Restricted stock grant 34,497 shares Fiscal year 2027 equity award at $0.00 per share
Vesting schedule 3 equal annual installments Beginning June 11, 2027
Direct holdings after grant 107,686 shares Common shares held directly by CEO after award
Spouse indirect holdings 3,469 shares Common shares held by wife
Trusts for daughter and son 12,770.670 shares each Common shares in trusts for daughter and son
GRAT holdings 60,000 shares Common shares held by 2025 grantor retained annuity trust
restricted stock financial
"The restricted stock granted for fiscal year 2027 pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan"
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.
2020 Equity and Incentive Compensation Plan financial
"pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan vests in three equal annual installments"
grantor retained annuity trust financial
"On March 24, 2026, 19,377 shares were moved from the reporting person's grantor retained annuity trust to his direct ownership"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
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.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
SMUCKER MARK T

(Last)(First)(Middle)
ONE STRAWBERRY LANE

(Street)
ORRVILLE OHIO 44667-0280

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
J M SMUCKER Co [ SJM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
CEO, Chair of Board
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/11/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Shares06/11/2026A34,497(1)A$0107,686(2)D
Common Shares7,576IBy 401(k)(3)
Common Shares61,204IBy Trust
Common Shares60,000IBy GRAT (2025)
Common Shares12,770.67IBy Trusts FBO Son(4)
Common Shares12,770.67IBy Trusts FBO Daughter(4)
Common Shares3,469IBy Wife(4)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. 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.
2. On March 24, 2026, 19,377 shares were moved from the reporting person's grantor retained annuity trust to his direct ownership.
3. 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.
4. The reporting person disclaims beneficial ownership of these shares.
Remarks:
/s/ Jeannette L. Knudsen, POA06/12/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did J M Smucker (SJM) report for CEO Mark T. Smucker?

J M Smucker reported a grant of 34,497 restricted common shares to CEO Mark T. Smucker. The award is equity compensation for fiscal 2027 under the company’s 2020 Equity and Incentive Compensation Plan, with no cash purchase involved in this Form 4 filing.

How do the new restricted shares for SJM’s CEO vest over time?

The 34,497 restricted shares granted to SJM’s CEO vest in three equal annual installments. Vesting begins on June 11, 2027, meaning one-third of the award vests each year over three years, subject to the terms of the company’s 2020 Equity and Incentive Compensation Plan.

How many J M Smucker (SJM) shares does the CEO hold directly after this grant?

After the restricted stock grant, CEO Mark T. Smucker directly holds 107,686 common shares. This direct holding figure reflects his position following the 34,497-share award reported in the Form 4 and excludes separate indirect holdings through family-related entities and plans.

Does the J M Smucker CEO disclaim beneficial ownership of any reported SJM shares?

Yes. The filing states that the reporting person disclaims beneficial ownership of certain shares. These shares are held through related entities such as trusts and other indirect vehicles, meaning they are reported for transparency but are not necessarily controlled by the CEO personally.

What additional share movement involving the CEO’s J M Smucker holdings is mentioned?

The footnotes note that on March 24, 2026, 19,377 shares were moved from Mark T. Smucker’s grantor retained annuity trust to his direct ownership. This shift changes how those shares are categorized, from indirect to direct, within his overall reported SJM holdings.