VP Sells 9,546 Shares of H.B. Fuller

On July 10, 2025, Robert J Martsching, holding the position of Vice President and Corporate Controller, made several personal transactions involving 9,546 shares of H.B. Fuller Company (FUL). After these trades, he owned a total of 14,979 shares in the company.

Transaction summary

Metric	Value
Shares Traded	9,546
Transaction Value	$613,851, as reported in the Form 4 transaction.
Post-Transaction Shares	14,979
Post-Transaction Value	$963,208, as of July 10, 2025.
YTD Performance	29.0% one-year total return on a calendar year basis

Key questions

Is the amount traded on July 7th, 2025 (9,546 shares) larger than the typical historical trading volume for this insider (1,513 shares)? Yes, it appears that the recent trend of this individual’s trades in 2025 has involved larger transactions, with some reaching as high as 19,092 shares during a single quarter.

How does this transaction impact Robert J Martsching’s ownership percentage in the company, considering he still holds 14,979 shares amounting to around 0.03% of total outstanding shares and a worth of approximately $904,300 as of July 7, 2025?

What’s the correlation between the transaction amount ($613.9k) and the present market situation? As of July 17, 2025, the stock has shown a decrease of about 29% over the past year, and its current price is approximately $3.93 (representing a drop of around 6.1%) compared to the transaction price in the same date.

Is the timing of this transaction typically consistent with the insider’s previous pattern of trade activity, which averages approximately 81 days between trades and has recently consisted only of net sells without any purchases in the last year?

Company overview

Metric	Value
Market capitalization	$3.30 billion
Revenue (TTM)	$3.53 billion
Net income (TTM)	$103.08 million
Dividend yield	1.13%

Company snapshot

H.B. Fuller manufactures a variety of adhesives, sealants, coatings, polymers, tapes, encapsulants, and specialized chemical products for industries such as hygiene, engineering, and construction. These industries encompass markets like packaging, consumer goods, sanitary items, infrastructure, transportation, electronics, and professional trades.

H.B. Fuller is a worldwide supplier of specialized adhesives and chemical solutions, with more than 7,500 staff members and a wide array of products. They operate on a large scale and utilize their technical knowledge along with a vast distribution network to tackle intricate bonding and sealing challenges across various industries.

Foolish take

In this arrangement, Mr. Martsching received a portion of his remuneration from H.B. Fuller, which came in the form of employee stock options. These options would become accessible for him to utilize at various points in time as they matured. With these options, he was able to acquire 9,546 shares at a fixed price of $33.38 each, and subsequently sell them at their current market value, resulting in approximately $300,000 in profit for him.

In contrast to what some may picture as clandestine maneuvers, this transaction falls within routine corporate activity and does not automatically imply that Mr. Martsching’s perspective on the company’s future is disclosed through it.

Let’s ponder if H.B. Fuller could be a wise investment choice. Over the past three years, the company’s sales have plateaued, and earnings per share (EPS) have dropped substantially. Typically, I would steer clear of such businesses. Nevertheless, the company has been diligently restructuring its operations and forecasts modest EPS growth in the future. Considering the significant drop in stock price and its current low valuation, it could make a strong, diversified investment.

Glossary

*Insider transaction:* A trade involving company stock carried out by a high-ranking employee, director, or someone with access to confidential information.

*Form 4:* A mandatory filing with the Securities and Exchange Commission (SEC) that discloses insider trades of company securities.

*Post-transaction holdings:* The number of shares an insider owns after completing a reported trade.

*Outstanding shares:* The total number of a company’s shares currently owned by all shareholders.

*YTD performance:* Year-to-date performance; this refers to a stock’s return from the beginning of the calendar year up until the current date.

*Total return:* The investment’s price change plus any dividends and distributions, assuming those payouts are reinvested.

*Net sells:* When an insider sells more company shares than they buy over a specified period.

*Dividend yield:* The annual dividend payments divided by the stock’s current price, expressed as a percentage.

*Encapsulants:* Materials used to protect sensitive electronic components or assemblies from moisture, dust, and damage.

*TTM:* Short for “trailing twelve months,” this term refers to the 12-month period ending with the most recent quarterly report.

2025-07-18 21:43