Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J M SMUCKER CoSJM · Entity 627 | Chairman Emeritus | September 30, 2025 | October 02, 2025 |
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 30, 2025 · Filed October 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 559,259 |
Reported balance
After 2025-09-30 transaction · row 1
1 source rowRow 1 · 2025-09-30 · Gift · Disposed 50,000 · Balance 559,259 |
| Common SharesSEC Table I · non-derivative | IndirectTrustee Fbo Wife's Estate | 108,296 |
Reported balance
Holding disclosure · report date 2025-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 108,296 F1: The reporting person disclaims beneficial ownership of these shares. |
| Common SharesSEC Table I · non-derivative | IndirectCo-trustee Fbo Grandchildren | 109,476 |
Reported balance
Holding disclosure · report date 2025-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 109,476 F1: The reporting person disclaims beneficial ownership of these shares. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust Fbo Daughter | 477,796 |
Reported balance
Holding disclosure · report date 2025-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 477,796 F1: The reporting person disclaims beneficial ownership of these shares. |
| Common SharesSEC Table I · non-derivative | IndirectCo-trustee Fbo Brother | 477,798 |
Reported balance
Holding disclosure · report date 2025-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 477,798 F1: The reporting person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these shares.
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 23, 2016 Filed Jun 9, 2017 22:50 UTC | J M SMUCKER Co SJM · Entity 627 | GiftCommon Shares | 380 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021121 · form5.xml · nonDerivative · entry 3 SMUCKER RICHARD K · CIK 0001105078 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,365 Read SEC document |
| February 28, 2012 Filed Jun 9, 2017 22:50 UTC | J M SMUCKER Co SJM · Entity 627 | PurchaseCommon Shares | 5,000 | $74.67 | $373,340.00 |
DisclosureSEC source: 0001127602-17-021121 · form5.xml · nonDerivative · entry 5 SMUCKER RICHARD K · CIK 0001105078 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,365 F2 · balance_after: The number of shares reported in Column 5 is the number of shares beneficially owned as of the date of this filing and takes into account transactions reported on Form 4 and Form 5 since the date of the transaction reported herein. 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.