Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J M SMUCKER CoSJM · Entity 627 | Chief Legal Officer | September 01, 2026 | September 02, 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 September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 15,251 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 1,584 · Balance 15,251 F1: 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. |
| Common SharesSEC Table I · non-derivative | IndirectBy 401(k) | 5,243 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,243 F2: This amount includes shares acquired under (i) the Company's 401(k) plan since the date of the reporting person's last ownership report and (ii) the Company's dividend reinvestment plan as administered by its transfer agent. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: This amount includes shares acquired under (i) the Company's 401(k) plan since the date of the reporting person's last ownership report and (ii) the Company's dividend reinvestment plan as administered by its transfer agent.
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 12, 2019 Filed Jun 14, 2019 21:27 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 891 | $123.91 | $110,403.81 |
DisclosureSEC source: 0001127602-19-021668 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,401 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 |
| March 14, 2019 Filed Mar 15, 2019 20:43 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 1,932 | $102.86 | $198,725.52 |
DisclosureSEC source: 0001127602-19-011565 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,292 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 102.85 to 102.86, 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 |
| September 10, 2018 Filed Sep 11, 2018 21:04 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 1,500 | $110.74 | $166,104.00 |
DisclosureSEC source: 0001127602-18-027362 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,224 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 110.730 to 110.738, 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 |
| June 29, 2018 Filed Jul 2, 2018 20:32 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 1,000 | $108.29 | $108,285.00 |
DisclosureSEC source: 0001127602-18-022243 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,724 Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 21:17 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 6,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021218 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,724 F1 · shares: Restricted stock and restricted stock units granted pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan generally become unrestricted upon the fourth anniversary of the grant date. The Plan also provides that restricted stock and restricted stock units will vest immediately when a participant reaches the age of 60 and the participant has at least 10 years of service with the Company, although 50% of any such restricted stock awards continue to be subject to a 4-year retention period even in the event of retirement. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 22:16 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 1,272 | $105.45 | $134,132.40 |
DisclosureSEC source: 0001127602-18-020531 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,180 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 |
| May 29, 2018 Filed May 31, 2018 21:16 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 3,333 | $0.00 Strike: $111.86 | $0.00 |
DisclosureSEC source: 0001127602-18-019378 · form4.xml · derivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common Shares · 3,333 shares Expires 2025-03-19 F1 · shares: On March 19, 2015, the reporting person was granted a performance-based non-statutory stock option to purchase 20,000 shares of common stock. The option vests in 3 equal annual installments based 50% on the Company's achievement of "synergy realization" performance objectives and 50% on the Company's achievement of EBITDA performance objectives for each of the fiscal years ending April 30, 2016, 2017, and 2018. The "synergy realization" objective for the fiscal year ending April 30, 2018 was met, resulting in vesting of one-sixth of the total shares subject to the option. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 23:53 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 1,600 | $124.36 | $198,976.00 |
DisclosureSEC source: 0001127602-17-035647 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,452 Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 22:14 UTC Amendment | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 6,667 | $0.00 Strike: $111.86 | $0.00 |
DisclosureSEC source: 0001127602-17-021800 · form4a.xml · derivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Shares · 6,667 shares Expires 2025-03-19 F1 · balance_after: On March 19, 2015, the reporting person was granted a performance-based non-statutory stock option to purchase 20,000 shares of common stock. The option vests in 3 equal annual installments based on the Company's achievement of certain "synergy realization" and EBITDA performance criteria for each of the fiscal years ending April 30, 2016, 2017, and 2018. The "synergy realization" performance criteria for the year ending April 30, 2017 was met, resulting in vesting of the option as to 6,667 shares. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:27 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 6,667 | $0.00 Strike: $111.86 | $0.00 |
DisclosureSEC source: 0001127602-17-021790 · form4.xml · derivative · entry 4 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Shares · 6,667 shares Expires 2025-03-19 F2 · balance_after: On March 19, 2015, the reporting person was granted a performance-based non-statutory stock option to purchase 125,000 shares of common stock. The option vests in 3 equal annual installments based on the Company's achievement of certain "synergy realization" and EBITDA performance criteria for each of the fiscal years ending April 30, 2016, 2017, and 2018. The "synergy realization" performance criteria for the year ending April 30, 2017 was met, resulting in vesting of the option as to 6,667 shares. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:27 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 4,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021790 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,052 F1 · shares: Restricted stock and restricted stock units granted pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan generally become unrestricted upon the fourth anniversary of the grant date. The Plan also provides that restricted stock and restricted stock units will vest immediately when a participant reaches the age of 60 and the participant has at least 10 years of service with the Company, although 50% of any such restricted stock awards continue to be subject to a 4-year retention period even in the event of retirement. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 22:44 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 1,353 | $130.16 | $176,106.48 |
DisclosureSEC source: 0001127602-17-021115 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,213 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 |
| February 24, 2017 Filed Mar 1, 2017 01:52 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 836 | $141.00 | $117,876.00 |
DisclosureSEC source: 0001127602-17-009045 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,566 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 21:19 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061960 · form4.xml · nonDerivative · entry 1 Knudsen Jeannette L · CIK 0001463366 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,402 F1 · shares: Special one-time grant of restricted stock, which becomes unrestricted upon the tenth anniversary of the grant date, under The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan in connection with the harmonization of officer retirement benefits. 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.