Sylvamo Corporation filed a current report to share that it released a press release with its financial results for the fiscal quarter ended September 30, 2025. The company furnished this information under Item 2.02, which means the press release and related details are provided for investors’ information but are not treated as "filed" for liability purposes under Section 18 of the Exchange Act or automatically incorporated into other securities filings. The press release is attached as Exhibit 99.1, along with technical XBRL data for the cover page.
Sylvamo Corporation announced board changes tied to its prior Cooperation Agreement with the Atlas Group. On November 5, 2025, Atlas delivered written notices designating that Karl Meyers and Mark Wilde resign from Sylvamo’s Board of Directors and notified Sylvamo of those deliveries. Atlas also waived its right under Section 1(c)(i) of the agreement to recommend a substitute for either director.
Effective upon delivery of the notices on November 5, 2025, Mr. Meyers and Mr. Wilde resigned pursuant to clause (iv) of their irrevocable resignation letters executed at the time of their initial appointment under the agreement. Under the agreement’s terms, the Cooperation Period will terminate on the fifth business day after delivery—November 13, 2025.
Atlas/ACR-affiliated holders filed Amendment No. 3 to their Schedule 13D on Sylvamo (SLVM). The group reports beneficial ownership of 6,312,454 shares of common stock, or 15.64%, based on 40,372,555 shares outstanding as of August 1, 2025.
On November 5, 2025, to terminate the “Cooperation Period” under a Cooperation Agreement, the reporting persons delivered Director Resignation Notices designating that Karl Meyers and Mark Wilde resign from the board and waived their right to recommend substitutes. The filing states the group may consider various strategic actions and will continue to review its investment.
The filing also discloses a financing item: ACR Group Paper Holdings JR LP has borrowed approximately $254.9 million under a margin loan facility. Each reporting person disclaims beneficial ownership except for shares held directly.
Sylvamo Corporation entered into two agreements with International Paper tied to its post-spin arrangements. A letter agreement, effective October 1, 2025, updates certain terms of the Riverdale Supply and Offtake Agreement as IP plans to convert paper machine no. 16 at the Riverdale, Alabama mill by Q3 2026. The underlying supply agreement otherwise remains in full force and effect.
Sylvamo also executed a First Amendment to the Brazil Payment Agreement. That agreement provides that if certain Brazil forestlands of a Sylvamo affiliate are sold, Sylvamo’s affiliate will pay an IP affiliate $100 million, with a guarantee by Sylvamo North America. Aside from the amendment, the Brazil Payment Agreement remains in full force and effect. Copies of both agreements are filed as exhibits.
Sylvamo (SLVM) reported insider activity by officer Shawn M. Lawson (SVP, General Manager Europe). On 10/17/2025, 157.1557 dividend equivalent units (DEUs) accrued in connection with previously granted restricted stock units (RSUs).
Each DEU represents the right to receive, subject to vesting, one share of Sylvamo common stock, and will vest and be settled on the same terms and conditions as the related RSUs. After this transaction, derivative securities beneficially owned were 293.0252, held directly.
Sylvamo (SLVM) insider transaction: The company’s SVP Chief Financial Officer reported acquiring 200.7705 dividend equivalent units on 10/17/2025 (transaction code A). Each DEU represents the right to receive one share of common stock, subject to vesting, and will vest and be settled on the same terms as the related RSUs.
Following the transaction, 374.3473 derivative securities were beneficially owned. The price of the derivative security was $42.
Sylvamo Corp (SLVM) insider filing: Kevin W. Ferguson, listed as VP, Controller and Chief Accounting Officer, reported a transaction on 09/01/2025 disposing of 75.3364 shares of common stock at a price of $46.13 per share. After the transaction he beneficially owns 11,148.9473 shares directly. The filing explains the shares were withheld for taxes upon vesting of restricted stock units (RSUs), and that the deemed disposition of withheld shares is exempt under Rule 16b-3(e). The Form 4 was signed by an attorney-in-fact on 09/02/2025. No other transactions, derivative activity, or additional disclosures are included.
Sylvamo Corporation reports that director Stan Askren has notified the company of his intent to resign from its Board of Directors for health reasons, effective September 1, 2025. The company states that his resignation is not due to any disagreement with or concerning Sylvamo. The Board expresses its appreciation for his service and contributions since the company’s spinoff in 2021.
Sylvamo Corporation disclosed that International Paper plans to convert paper machine no. 16 at its Riverdale Mill to produce containerboard by third quarter of 2026. That machine currently supplies certain paper products that Sylvamo buys under a Supply and Offtake Agreement dated September 30, 2021. The conversion will cause the Riverdale Mill to cease supplying those Products, though the Supply Agreement has not been terminated. A press release dated August 21, 2025 is attached as Exhibit 99.1 and incorporated by reference.
Nomura Holdings, Inc. and its subsidiary Nomura Global Financial Products, Inc. reported beneficial ownership of 1,603,664 shares of Sylvamo Corp common stock, representing 4% of the outstanding class based on 40,400,000 shares as of June 30, 2025. The filing indicates the shares are held with shared voting and dispositive power by the subsidiary (NGFP), and Nomura Holdings may be deemed to beneficially own those shares as the parent. The statement was executed on August 14, 2025 and filed as an amendment to Schedule 13G.