J M Smucker SEC Filings

Susan Chapman-Hughes, a director of J M Smucker Co (SJM), was granted 1,566 Deferred Stock Units on 10/01/2025. The units are payable one-for-one in common shares upon termination of her service as a director and were granted at a stated price of $0. Following the reported transaction, the filing shows 8,584.403 common shares beneficially owned by Ms. Chapman-Hughes, including shares acquired via the company dividend reinvestment plan. The Form 4 was filed individually by the reporting person and signed by a power of attorney on 10/03/2025.

The J. M. Smucker Co. (SJM) director reported acquisitions of deferred stock units on 10/01/2025 on a Form 4. Two entries were recorded: 230.372 DSUs and 1,566 DSUs, each at $0. These DSUs are payable in common shares on a 1-for-1 basis following termination of service as a director. After the reported transactions, the reporting person beneficially owned 6,369.919 derivative securities, held directly.

J M Smucker Co. director Mercedes Abramo received Deferred Stock Units totaling 1,808 on 10/01/2025, recorded on Form 4 filed 10/03/2025. The filing shows two grants of Deferred Stock Units: 241.891 units and 1,566 units, payable 1-for-1 in common shares after termination of director services, and reported at a $0 purchase price. Following these transactions, the report shows total beneficial ownership of 5,324.65 common shares, which includes shares acquired through the company’s dividend reinvestment plan.

This disclosure documents routine equity compensation for a director rather than an open-market purchase or sale. The units are deferred and convertible to shares upon termination of service, so they do not represent immediately tradable stock.

Mark T. Smucker, CEO and Chair of J M Smucker Co (SJM), reported a transaction dated 09/30/2025 in which 2,090 common shares were disposed (transaction code shown as G V) at a reported price of $0. Following the reported transaction, the filing shows 74,702 shares held directly. The Form 4 lists multiple indirect holdings including 7,345 shares via a 401(k), 60,000 via a 2025 GRAT, 19,377 via a 2024 GRAT, 41,431 via a trust, 13,002 via trust(s) for a son, 13,002 via trust(s) for a daughter, and 3,469 held by spouse. The reporting person disclaims beneficial ownership of certain shares as noted in the explanation.

Marshall Tucker H, identified as the company's Chief Financial Officer, reported an open-market disposition of 11,138.837 common shares on 09/30/2025 at a reported price of $108.11 per share. After the sale the reporting person beneficially owned 33,864 shares directly and 1,479 shares indirectly held in the company 401(k) plan. The filing notes that the total share amounts include purchases under the company 401(k) and the dividend reinvestment plan administered by the transfer agent. The form was signed by a power of attorney on 10/01/2025.

Form 144 notice for J M Smucker Co (SJM) reports a proposed sale of 11,139 common shares through Fidelity Brokerage Services (900 Salem St, Smithfield, RI) with an aggregate market value of $1,204,219.73. The shares represent part of the filer’s holdings out of 106,685,160 shares outstanding and are scheduled for approximate sale on 09/30/2025 on the NYSE.

The filing lists the acquisition history for the securities to be sold, showing purchases under the company ESPP between 2019 and 2020 (small lots) and numerous restricted stock vesting events from 2020 through mid-June 2025, with individual vesting quantities reported (examples: 3,665 shares vested 06/16/2025; 1,430 on 06/14/2025). No sales in the past three months are reported and the filer attests no undisclosed material adverse information.

J M Smucker Co. (SJM) insider transaction: The reporting person, who serves as CEO and Chair, sold 6,500 common shares at $110 per share on 09/24/2025, reducing direct holdings to 76,792 shares. The report also shows 60,000 shares were transferred from direct ownership into a 2025 Grantor Retained Annuity Trust (GRAT). Additional indirect holdings include 7,345 shares in the company 401(k) and dividend reinvestment plan, 19,377 and 41,431 shares held in GRATs and trusts, and smaller family trust holdings; the reporting person disclaims beneficial ownership of certain family-held shares.

J M Smucker Co (SJM) filing a Form 144 notifies a proposed sale of 6,500 common shares through Fidelity Brokerage Services on the NYSE, with an approximate sale date of 09/24/2025 and an aggregate market value of $715,000. The filing shows the shares were acquired as restricted stock vesting: 3,936 shares vested on 06/10/2015 and 2,564 vested on 06/13/2024, and no other sales by the account were reported in the past three months. The filer certifies they are unaware of undisclosed material adverse information and includes the standard Rule 144 representations.

The J. M. Smucker Company (SJM) reported material portfolio changes and ongoing integration and restructuring activity in its first quarter of fiscal 2026. The company completed divestitures of certain Sweet Baked Snacks value brands (net proceeds $34.6 million, pre-tax loss $44.2 million) and the Voortman business (net proceeds $291.4 million, pre-tax loss $265.9 million). Integration costs for the Hostess acquisition are expected to total about $190.0 million and remain largely to be incurred through 2026.

Company-wide net sales and segment profits declined in multiple domestic segments, notably a 10% pro forma decline in Sweet Baked Snacks (excluding noncomparable divestiture impact) and weaker volume/mix across coffee, pet foods, and spreads. The firm maintains credit capacity (a $2.0 billion revolving facility and $2.0 billion commercial paper program), is in compliance with covenants, and continues transformation efforts to address inflation and supply-chain pressures.