Smucker (SJM) CFO reports 1,473-share tax withholding, holds over 43K shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
J. M. Smucker Chief Financial Officer Marshall Tucker reported routine equity-related activity involving company common shares. On June 15, 2026, a total of 1,473 common shares were used in tax-withholding dispositions tied to equity compensation, at a reference price of $115.94 per share. These shares were withheld by the company to satisfy tax liabilities upon the vesting of restricted stock under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan, rather than sold in the open market. Following these transactions, Tucker directly held 43,599 common shares and indirectly held 1,526 common shares through a 401(K) account.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
Marshall Tucker H
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Shares | 203 | $115.94 | $24K |
| Tax Withholding | Common Shares | 587 | $115.94 | $68K |
| Tax Withholding | Common Shares | 683 | $115.94 | $79K |
| holding | Common Shares | -- | -- | -- |
Holdings After Transaction:
Common Shares — 43,599 shares (Direct, null);
Common Shares — 1,526 shares (Indirect, 401(K))
Footnotes (1)
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Key Figures
Tax-withholding shares: 1,473 shares
Reference price per share: $115.94/share
Direct holdings after transactions: 43,599 shares
+1 more
4 metrics
Tax-withholding shares
1,473 shares
Common shares used for tax-withholding dispositions
Reference price per share
$115.94/share
Price for tax-withholding dispositions on June 15, 2026
Direct holdings after transactions
43,599 shares
Common shares directly owned following reported dispositions
Indirect 401(K) holdings
1,526 shares
Common shares indirectly owned via 401(K) account
Key Terms
tax-withholding disposition, restricted stock, Equity and Incentive Compensation Plan, 401(K)
4 terms
tax-withholding disposition financial
"were used in tax-withholding dispositions tied to equity compensation"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
restricted stock financial
"tax liability upon the vesting of restricted stock pursuant to"
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.
Equity and Incentive Compensation Plan financial
"pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan"
401(K) financial
"indirectly held 1,526 common shares through a 401(K) account"
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.