Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J M SMUCKER CoSJM · Entity 627 | Chief People 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 | 14,334 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 1,461 · Balance 14,334 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 | Indirect401(k) | 2,755 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,755 F2: This amount also 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 also 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 15, 2021 Filed Jun 17, 2021 21:14 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 966 | $135.53 | $130,921.98 |
DisclosureSEC source: 0000091419-21-000060 · wf-form4_162396443692181.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · Chief People & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,185 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 |
| March 29, 2021 Filed Mar 30, 2021 22:46 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 1,550 | $129.87 | $201,298.50 |
DisclosureSEC source: 0000091419-21-000023 · wf-form4_161714437183811.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · Chief People & Admin Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 2,283.42 F1 · ownership.nature: This amount also 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. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 23:37 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 3,242 | $112.27 | $363,979.34 |
DisclosureSEC source: 0000091419-21-000013 · wf-form4_161472824559054.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · Chief People & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,151 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.24 to $112.28, 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. Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 21:02 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 14,387 | $0.00 Strike: $108.90 | $0.00 |
DisclosureSEC source: 0000091419-20-000082 · wf-form4_159260051972591.xml · derivative · entry 1 Penrose Jill R · CIK 0001611898 · Chief People & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,387 Underlying: Common Shares · 14,387 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 08, 2020 Filed Jun 10, 2020 21:45 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 1,315 | $108.87 | $143,164.05 |
DisclosureSEC source: 0000091419-20-000057 · wf-form4_159182548623584.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · Chief People & Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,393 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 |
| December 30, 2019 Filed Jan 2, 2020 21:42 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 2,103 | $0.00 Strike: $103.20 | $0.00 |
DisclosureSEC source: 0001127602-20-000188 · form4.xml · derivative · entry 1 Penrose Jill R · CIK 0001611898 · Chief People and Administrativ 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,103 Underlying: Common Shares · 2,103 shares Expires 2029-12-30 F1 · derivative.exercise_date: This option, which was granted for fiscal year 2020 pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan, vests in three equal annual installments beginning on December 30, 2020. Read SEC document |
| December 27, 2019 Filed Dec 30, 2019 23:22 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 1,098 | $102.92 | $113,006.16 |
DisclosureSEC source: 0001127602-19-035944 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · Chief People and Administrativ 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,708 Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 22:05 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 618 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021876 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,806 F1 · shares: Special one-time performance-based award of restricted stock granted pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan to certain employees who had a significant role in one or more of the Company's strategic initiatives for fiscal year 2019, including, without limitation, the acquisition and integration of Ainsworth Pet Nutrition, LLC, the divestiture and transition of the U.S. baking business, and the organization optimization program. The restricted stock becomes unrestricted on the third anniversary of the grant date. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:38 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 8,306 | $0.00 Strike: $123.68 | $0.00 |
DisclosureSEC source: 0001127602-19-021670 · form4.xml · derivative · entry 4 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,306 Underlying: Common Shares · 8,306 shares Expires 2029-06-12 F4 · derivative.exercise_date: This option, which was granted for fiscal year 2020 pursuant to The J. M. Smucker Company 2010 Equity and Incentive Compensation Plan, vests in three equal annual installments beginning on June 13, 2020. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:38 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 4,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021670 · form4.xml · nonDerivative · entry 2 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,188 F2 · 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 12, 2019 Filed Jun 14, 2019 21:38 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 446 | $123.91 | $55,263.86 |
DisclosureSEC source: 0001127602-19-021670 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,895 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 20, 2018 Filed Jun 21, 2018 21:12 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 518 | $106.27 | $55,047.86 |
DisclosureSEC source: 0001127602-18-021702 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,341 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.26 to $106.28, 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. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 21:27 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021220 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,859 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 22:28 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 211 | $105.45 | $22,249.95 |
DisclosureSEC source: 0001127602-18-020533 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,264 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 21:29 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 7,500 | $0.00 Strike: $111.86 | $0.00 |
DisclosureSEC source: 0001127602-18-019385 · form4.xml · derivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Shares · 7,500 shares Expires 2025-03-19 Read SEC document |
| June 28, 2017 Filed Jun 29, 2017 21:40 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 550 | $120.09 | $66,046.75 |
DisclosureSEC source: 0001127602-17-022412 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,475 Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 22:08 UTC Amendment | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 15,000 | $0.00 Strike: $111.86 | $0.00 |
DisclosureSEC source: 0001127602-17-021799 · form4a.xml · derivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Shares · 15,000 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 45,000 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 15,000 shares. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:36 UTC | J M SMUCKER Co SJM · Entity 627 | GrantOption Common Shares · Derivative | 15,000 | $0.00 Strike: $111.86 | $0.00 |
DisclosureSEC source: 0001127602-17-021792 · form4.xml · derivative · entry 4 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Shares · 15,000 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 15,000 shares. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:36 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 3,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021792 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,025 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 22:47 UTC | J M SMUCKER Co SJM · Entity 627 | Tax withholdingCommon Shares | 256 | $130.16 | $33,320.96 |
DisclosureSEC source: 0001127602-17-021119 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,680 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 |
| September 01, 2016 Filed Sep 6, 2016 21:34 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061963 · form4.xml · nonDerivative · entry 1 Penrose Jill R · CIK 0001611898 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,936 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.