SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Ferguson Robert D | Chief Product Supply Officer | 2026-09-01 | Tax withholding | 1121 | $147K |
| Knudsen Jeannette L | Chief Legal Officer | 2026-09-01 | Tax withholding | 1584 | $208K |
| Penrose Jill R | Chief People Officer | 2026-09-01 | Tax withholding | 1461 | $192K |
| Ferguson Robert D | Chief Product Supply Officer | 2026-08-31 | Open-market sell | 2522 | $334K |
| SMUCKER MARK T | CEO, Chair of Board, Director | 2026-08-31 | Option exercise | 84821 | $9.2M |
| SMUCKER MARK T | CEO, Chair of Board, Director | 2026-08-31 | Open-market sell | 84821 | $11.1M |
| Marshall Tucker H | Chief Financial Officer | 2026-08-28 | Option exercise | 7389 | $805K |
| Marshall Tucker H | Chief Financial Officer | 2026-08-28 | Option exercise | 11093 | $1.4M |
| Marshall Tucker H | Chief Financial Officer | 2026-08-28 | Open-market sell | 7389 | $977K |
| Marshall Tucker H | Chief Financial Officer | 2026-08-28 | Open-market sell | 11093 | $1.5M |
| Penrose Jill R | Chief People Officer | 2026-06-29 | Open-market sell | 5000 | $583K |
| Knudsen Jeannette L | Chief Legal Officer | 2026-06-26 | Open-market sell | 4353 | $501K |
| Marshall Tucker H | Chief Financial Officer | 2026-06-24 | Open-market sell | 3630 | $403K |
| SMUCKER MARK T | CEO, Chair of Board, Director | 2026-06-17 | Open-market sell | 13000 | $1.5M |
| Ferguson Robert D | Chief Product Supply Officer | 2026-06-15 | Tax withholding | 267 | $31K |
| Ferguson Robert D | Chief Product Supply Officer | 2026-06-15 | Tax withholding | 476 | $55K |
| Ferguson Robert D | Chief Product Supply Officer | 2026-06-15 | Tax withholding | 516 | $60K |
| Knudsen Jeannette L | Chief Legal Officer | 2026-06-15 | Tax withholding | 165 | $19K |
| Knudsen Jeannette L | Chief Legal Officer | 2026-06-15 | Tax withholding | 1483 | $172K |
| Marshall Tucker H | Chief Financial Officer | 2026-06-15 | Tax withholding | 203 | $24K |
Fiscal period ending 2026-04-30 versus 2025-04-30 — view filing on EDGAR →
Full goodwill impairment in Sweet Baked Snacks and reclassification of the Hostess trademark to finite-lived signal a materially deteriorated asset base, compounding a broader pattern of worsening across supply chain, litigation, and customer concentration. Litigation exposure expanded significantly — new ultra-processed food claims, securities class actions, and explicit reputational-harm language — while the removal of the Jif recall disclosure appears to reflect resolution of a discrete matter rather than a structural easing. Walmart now accounts for 34% of net sales and a single KDP entity replaces two suppliers, leaving the company more exposed to both customer and supplier concentration than a year ago.
4 company-specific · 1 eased/removed
Sweet Baked Snacks goodwill fully impaired; Hostess trademark reclassified to finite-lived; continued underperformance and impairments signal worsening asset quality.
A material impairment in the carrying value of acquired goodwill or other intangible assets could negatively affect our consolidated operating results and net worth. A significant portion of our…
Supplier consolidation worsened: Keurig and JDE Peet's replaced by single KDP entity, increasing concentration risk and dependency on one supplier for critical products.
Loss or interruption of supply from primary or single-source suppliers of raw materials and finished goods could have a disruptive effect on our business and adversely affect our results of…
Expanded scope: added "other stakeholders," ultra-processed food claims, ingredient-specific litigation, securities class actions, and explicit discussion of litigation costs and reputational harm.
Risks Related to Regulation and Litigation We could be subject to adverse publicity or claims from consumers or other stakeholders. Certain of our products contain ingredients which are the subject…
Walmart concentration increased from 33% to 34% of net sales and receivables from 28% to 29%, escalating customer concentration risk.
Changes in our relationships with significant customers, including the loss of our largest customer, could adversely affect our results of operations. Sales to Walmart Inc. and subsidiaries…
Removal of specific Jif peanut butter recall litigation disclosure. Prior year disclosed ongoing consumer litigation with unpredictable outcome; current year omits this material contingency entirely.
Risks Related to Our Industry Our operations are subject to the general risks of the food industry. The food industry is subject to risks posed by food spoilage and contamination, product tampering…
The J.M. Smucker Company issued a press release on August 26, 2026, announcing financial results for the first quarter ended July 31, 2026, including net sales of $2.2 billion (5% increase), adjusted earnings per share of $3.24 (71% increase), and updated full-year fiscal 2027 guidance. This is a standard quarterly earnings disclosure filed under Item 2.02 with the press release attached as Exhibit 99.1.
View raw filing on EDGAR →This is a classic Item 5.07 disclosure of shareholder vote results from J. M. Smucker's Annual Meeting of Shareholders held August 12, 2026. The filing reports final voting tallies on three matters: election of eleven directors, ratification of Ernst & Young LLP as independent auditor, and advisory approval of executive compensation. All three are routine annual meeting matters with clear vote counts presented in tabular form.
View raw filing on EDGAR →The Company issued a press release on June 9, 2026 announcing financial results for the quarter ended April 30, 2026, with the press release attached as Exhibit 99.1. This is a standard quarterly earnings disclosure under Item 2.02, which is material to investors as it provides the most recent financial performance data.
View raw filing on EDGAR →