Smurfit WestRock PLC SEC Filings

Smurfit Westrock plc (SW) Q2 2025 highlights: The Combination closed July 5, 2024; net sales were $7,940 million for Q2 and $15,596 million for the six months ended June 30, 2025. Q2 reported a net loss of $26 million (basic EPS $(0.05)), while six-month net income was $356 million (EPS $0.68). Adjusted EBITDA (segment) totaled $1,247 million for Q2 and $2,536 million for six months. Impairment and restructuring charges were $280 million in Q2 ($184 million impairment, $96 million restructuring), largely tied to the April 30, 2025 announced closures.

Liquidity and balance sheet: Cash $778 million; operating cash flow for six months $1,064 million; capital expenditures $999 million; total assets $45,746 million; total liabilities $27,422 million; non-current debt $13,329 million. Dividends paid totaled $450 million for the six months. The purchase price allocation increased goodwill by $51 million to date.

Smurfit Westrock plc (SW) filed a Form 8-K dated 30 July 2025 to furnish—not file—its second-quarter 2025 earnings materials. Under Item 2.02 the company attached Exhibit 99.1, a press release announcing Q2 results, while Item 7.01 furnished Exhibit 99.2, the related investor presentation. The filing notes that these exhibits are provided for Regulation FD compliance and will not be incorporated into other SEC filings unless specifically referenced. Management will host a conference call on 30 July 2025 to discuss performance. No financial metrics, guidance or other substantive data are included in the 8-K itself.

Smurfit Westrock (NYSE:SW) filed a routine Form 4 disclosing that director Mary Lynn Ferguson-McHugh received 43 additional restricted stock units (RSUs) on 06/18/2025. The RSUs were automatically credited as dividend equivalents tied to the company’s quarterly dividend of $0.4308 per ordinary share.

After the transaction, the director now beneficially owns 6,090 ordinary shares/RSUs in total. The new units will vest on the earlier of May 2, 2026 or the next annual shareholder meeting and carry no cash outlay (price reported as $0). No shares were sold, and ownership remains direct. The filing does not indicate any material change to the company’s operations or financial outlook.

Smurfit Westrock (NYSE:SW) filed a routine Form 4 reporting that Director Lourdes Melgar acquired 43 ordinary shares on 06/18/2025. The shares arose from dividend-equivalent restricted stock units (RSUs) linked to the company’s $0.4308 quarterly dividend and were recorded at a transaction price of $0. After this accrual, Melgar beneficially owns 6,090 shares, including 4,282 RSUs scheduled to vest on the earlier of May 2, 2026 or the next annual meeting. No open-market purchase or sale occurred, and the filing contains no additional material changes.

Smurfit Westrock (NYSE: SW) filed a routine Form 4 disclosing a small insider transaction by director Jorgen Buhl Rasmussen.

On 06/18/2025, the director automatically acquired 43 ordinary shares at a stated price of $0 as dividend-equivalent restricted stock units (RSUs) tied to the company’s quarterly cash dividend of $0.4308 per share. Following the transaction, Rasmussen beneficially owns 12,236 shares, which includes 4,282 unvested RSUs scheduled to vest on the earlier of May 2 2026 or the 2026 annual shareholder meeting.

No shares were sold, and the filing indicates the transaction was effected under Rule 10b5-1 compliant instructions. No other material changes were reported.

Smurfit Westrock (NYSE:SW) filed a Form 4 disclosing a small, routine insider transaction by director Kaisa Hietala.

On 06/18/2025, Hietala automatically acquired 43 ordinary shares at $0.00 per share through dividend-equivalent restricted stock units (RSUs) triggered by the company’s quarterly dividend of $0.4308 per share. Following the accrual, Hietala’s total beneficial ownership rose to 7,561 shares, including 4,282 RSUs scheduled to vest on the earlier of May 2, 2026 or the next annual shareholder meeting.

The filing reflects a standard dividend-linked adjustment representing less than 1% of the director’s holdings and contains no other material changes or new commitments.

Smurfit Westrock (NYSE:SW) submitted a routine Form 4 detailing a small insider transaction. Director Carol Fairweather acquired 43 restricted stock units on 06/18/2025 as dividend-equivalent accruals linked to the company’s regular quarterly dividend of $0.4308 per share. The transaction was recorded at a price of $0 and raises her total beneficial ownership to 9,090 ordinary shares, including 4,282 RSUs scheduled to vest no later than May 2, 2026 or the next annual meeting.

The filing contains no sales, no cash consideration, and no changes to executive roles or corporate strategy. It is therefore considered administrative and non-material for investors.

Smurfit Westrock plc (NYSE:SW) filed a routine Form 4 reporting that Executive Vice President & Group General Counsel Ben Garren acquired 75 ordinary shares on 06/18/2025. The shares were issued as dividend-equivalent restricted stock units (RSUs) tied to the company’s quarterly dividend of $0.4308 per share, resulting in a $0 purchase price. After the accrual, Garren beneficially owns 7,536 RSUs, which are scheduled to vest in three equal annual installments beginning 03/11/2026. This filing reflects a minor administrative adjustment to existing equity awards and does not involve an open-market transaction.

Smurfit Westrock plc (SW) – Form 4 insider filing dated 18 June 2025. President & Group CEO Anthony P J Smurfit reported modest equity awards with no share disposals. He acquired 656 ordinary shares at a stated price of $0, lifting his directly held stake to 1,569,767 shares. He also received 1,807 Performance Share Plan restricted stock units (RSUs), taking total derivative holdings to 179,706 RSUs.

The RSU increase reflects dividend-equivalent accruals linked to the company’s $0.4308 quarterly dividend. Footnotes note that (i) 65,222 existing RSUs will vest in three equal tranches starting 11 March 2026, and (ii) the 179,706-unit PSP grant will settle 98,417 units in February 2026 and 81,289 units in February 2027. All awards were granted at nil cost, indicating compensation-related issuance rather than open-market purchase.

No sales occurred and the ownership change is immaterial versus both the CEO’s existing holdings and the company’s outstanding share count. While incremental insider accumulation can be viewed as alignment with shareholders, the transaction size is too small to carry meaningful valuation implications on its own.