Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J M SMUCKER CoSJM · Entity 627 | Chief Financial Officer | August 28, 2026 | August 31, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
J M SMUCKER Co
Report date August 28, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 38,699 |
Ending reported balance
After 2026-08-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-28 · Exercise / conversion · Acquired 7,389 · Balance 46,088 Row 2 · 2026-08-28 · Exercise / conversion · Acquired 11,093 · Balance 57,181 Row 3 · 2026-08-28 · Sale · Disposed 7,389 · Balance 49,792 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.25 to $132.33, inclusive. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Row 4 · 2026-08-28 · Sale · Disposed 11,093 · Balance 38,699 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.83 to $132.28, inclusive. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
| Option Common SharesSEC Table II · derivative / convertible security · Conversion / exercise price $108.90 · Expires 2030-06-17 | Direct | 0 |
Reported balance
After 2026-08-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-28 · Exercise / conversion · Disposed 7,389 · Balance 0 F3: This option, which was granted for fiscal year 2020 pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan, vested in three equal annual installments beginning on June 17, 2021. |
| Option Common SharesSEC Table II · derivative / convertible security · Conversion / exercise price $125.82 · Expires 2032-06-15 | Direct | 0 |
Reported balance
After 2026-08-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-28 · Exercise / conversion · Disposed 11,093 · Balance 0 F4: The option, which was granted for fiscal year 2023 pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan, vested in three equal annual installments beginning on June 15, 2023. |
| Common SharesSEC Table I · non-derivative | Indirect401(K) | 1,526 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,526 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.25 to $132.33, inclusive. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.83 to $132.28, inclusive. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F3: This option, which was granted for fiscal year 2020 pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan, vested in three equal annual installments beginning on June 17, 2021.
F4: The option, which was granted for fiscal year 2023 pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan, vested in three equal annual installments beginning on June 15, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 15, 2022 Filed Jun 17, 2022 20:38 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 2,099 | $0.00 | $0.00 |
DisclosureSEC source: 0000091419-22-000069 · wf-form4_165549830444586.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,634.837 F1 · shares: The restricted stock granted for fiscal year 2023 pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan vests in three equal annual installments beginning on June 15, 2023. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 21:42 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 222 | $126.19 | $28,014.18 |
DisclosureSEC source: 0000091419-22-000052 · wf-form4_165541573952612.xml · nonDerivative · entry 2 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,535.837 F1 · shares: Smucker common shares withheld by the Company to satisfy tax liability upon the vesting of restricted stock pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 21:42 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 88 | $126.19 | $11,104.72 |
DisclosureSEC source: 0000091419-22-000052 · wf-form4_165541573952612.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,757.837 F1 · shares: Smucker common shares withheld by the Company to satisfy tax liability upon the vesting of restricted stock pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 21:37 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 19 | $128.80 | $2,447.20 |
DisclosureSEC source: 0000091419-22-000040 · wf-form4_165532904921839.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,845.837 F1 · shares: Smucker common shares withheld by the Company to satisfy tax liability upon the vesting of restricted stock pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 22:13 UTC Amendment | J M SMUCKER Co SJM · Entity 627 | Exercise / conversionOption Common Shares · Derivative | 10,000 | $111.86 Strike: $111.86 | $1,118,600.00 |
DisclosureSEC source: 0000091419-21-000120 · wf-form4a_164003839686271.xml · derivative · entry 4 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,000 shares Expires 2025-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 22:13 UTC Amendment | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 10,000 | $138.97 | $1,389,700.00 |
DisclosureSEC source: 0000091419-21-000120 · wf-form4a_164003839686271.xml · nonDerivative · entry 2 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,864.837 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.95 to $138.99, inclusive. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 22:13 UTC Amendment | J M SMUCKER Co SJM · Entity 627 | Exercise / conversionCommon Shares | 10,000 | $111.86 | $1,118,600.00 |
DisclosureSEC source: 0000091419-21-000120 · wf-form4a_164003839686271.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,864.837 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:37 UTC | J M SMUCKER Co SJM · Entity 627 | Exercise / conversionOption Common Shares · Derivative | 10,000 | $0.00 Strike: $111.86 | $0.00 |
DisclosureSEC source: 0000091419-21-000112 · wf-form4_164003621301352.xml · derivative · entry 4 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,000 shares Expires 2025-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:37 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 10,000 | $138.97 | $1,389,700.00 |
DisclosureSEC source: 0000091419-21-000112 · wf-form4_164003621301352.xml · nonDerivative · entry 2 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,864.837 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.95 to $138.99, inclusive. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:37 UTC | J M SMUCKER Co SJM · Entity 627 | Exercise / conversionCommon Shares | 10,000 | $111.86 | $1,118,600.00 |
DisclosureSEC source: 0000091419-21-000112 · wf-form4_164003621301352.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,864.837 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:05 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 14,901 | $0.00 Strike: $135.53 | $0.00 |
DisclosureSEC source: 0000091419-21-000058 · wf-form4_162396385453012.xml · derivative · entry 3 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,901 Underlying: Common Shares · 14,901 shares Expires 2031-06-15 F3 · derivative.exercise_date: This option, which was granted for fiscal year 2022 pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan, vests in three equal annual installments beginning on June 15, 2022. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:05 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 171 | $135.53 | $23,175.63 |
DisclosureSEC source: 0000091419-21-000058 · wf-form4_162396385453012.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,864.837 F1 · shares: Smucker common shares withheld by the Company to satisfy tax liability upon the vesting of restricted stock pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 21:00 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 19 | $135.71 | $2,578.49 |
DisclosureSEC source: 0000091419-21-000045 · wf-form4_162379080793687.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,035.641 F1 · shares: Smucker common shares withheld by the Company to satisfy tax liability upon the vesting of restricted stock pursuant to The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. Read SEC document |
| July 01, 2020 Filed Jun 3, 2021 21:20 UTC | J M SMUCKER Co SJM · Entity 627 | OtherCommon Shares | 5.641 | $106.36 | $599.98 |
DisclosureSEC source: 0000091419-21-000038 · wf-form5_162275519154112.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,054.641 Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 20:47 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 22,171 | $0.00 Strike: $108.90 | $0.00 |
DisclosureSEC source: 0000091419-20-000068 · wf-form4_159259965088569.xml · derivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,171 Underlying: Common Shares · 22,171 shares Expires 2030-06-17 F1 · derivative.exercise_date: The option, which was granted for fiscal year 2021 pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan, vests in three equal annual installments beginning on June 17, 2021. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 22:07 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 19 | $105.75 | $2,009.25 |
DisclosureSEC source: 0000091419-20-000061 · wf-form4_159225886037172.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,049 F1 · shares: Smucker common shares withheld by the Company to satisfy tax liability upon the vesting of restricted stock or restricted stock units, pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 21:34 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 194 | $108.87 | $21,120.78 |
DisclosureSEC source: 0000091419-20-000053 · wf-form4_159182484922154.xml · nonDerivative · entry 1 Marshall Tucker H · CIK 0001810809 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,068 F1 · shares: Smucker common shares withheld by the Company to satisfy tax liability upon the vesting of restricted stock or restricted stock units, pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.