AGÕæÈ˹ٷ½

STOCK TITAN

[Form 4] The J.M. Smucker Company Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Expensify, Inc. (EXFY) � Form 4 filing dated 07/02/2025

Chief Executive Officer and Chairman David Michael Barrett reported the sale of 30,000 Class A common shares on 07/01/2025 under a Rule 10b5-1 trading plan adopted 03/31/2025. The weighted-average sale price was $2.56, with individual trades executed between $2.47 and $2.63. Aggregate consideration was roughly $77,000.

Following the transaction, Barrett’s beneficial ownership remains substantial at 1,528,480 shares held indirectly through Barrett Trust LLC plus 210,676 shares held directly. The disposed shares represent �2.0 % of his indirect holdings, suggesting the sale is modest relative to his overall stake.

The filing is limited to this single planned disposition; no derivative security activity, option exercises, or additional purchases were reported. Because the sale was effected pursuant to a pre-established 10b5-1 plan, it may mitigate concerns over opportunistic timing, yet it still constitutes an insider reduction in exposure.

Expensify, Inc. (EXFY) � Comunicazione Form 4 datata 02/07/2025

Il CEO e Presidente David Michael Barrett ha segnalato la vendita di 30.000 azioni ordinarie di Classe A il 01/07/2025 nell'ambito di un piano di trading Rule 10b5-1 adottato il 31/03/2025. Il prezzo medio ponderato di vendita è stato di 2,56 $, con singole transazioni eseguite tra 2,47 $ e 2,63 $. Il controvalore complessivo è stato di circa 77.000 $.

Successivamente all’operazione, la partecipazione indiretta di Barrett rimane significativa con 1.528.480 azioni detenute tramite Barrett Trust LLC oltre a 210.676 azioni detenute direttamente. Le azioni vendute rappresentano circa il 2,0% delle sue partecipazioni indirette, indicando che la vendita è contenuta rispetto alla sua quota complessiva.

La comunicazione riguarda esclusivamente questa singola vendita programmata; non sono state segnalate attività su strumenti derivati, esercizi di opzioni o acquisti aggiuntivi. Poiché la vendita è stata effettuata secondo un piano 10b5-1 predefinito, ciò può attenuare eventuali preoccupazioni su tempistiche opportunistiche, pur rappresentando comunque una riduzione della posizione da parte di un insider.

Expensify, Inc. (EXFY) � Presentación Formulario 4 fechada 02/07/2025

El CEO y Presidente David Michael Barrett informó sobre la venta de 30,000 acciones ordinarias Clase A el 01/07/2025 bajo un plan de negociación conforme a la Regla 10b5-1 adoptado el 31/03/2025. El precio promedio ponderado de venta fue de $2.56, con operaciones individuales ejecutadas entre $2.47 y $2.63. La contraprestación total fue aproximadamente $77,000.

Tras la transacción, la propiedad beneficiosa de Barrett sigue siendo considerable con 1,528,480 acciones mantenidas indirectamente a través de Barrett Trust LLC ³¾Ã¡²õ 210,676 acciones mantenidas directamente. Las acciones vendidas representan aproximadamente el 2.0 % de sus tenencias indirectas, lo que indica que la venta es modesta en relación con su participación total.

La presentación se limita a esta única disposición planificada; no se reportaron actividades con valores derivados, ejercicios de opciones ni compras adicionales. Dado que la venta se efectuó bajo un plan 10b5-1 preestablecido, puede mitigar preocupaciones sobre el momento oportunista, aunque sigue representando una reducción de exposición por parte de un insider.

Expensify, Inc. (EXFY) â€� 2025ë…� 7ì›� 2ì¼ìž Form 4 제출

CEO ê²� ì´ì‚¬íš� ì˜ìž¥ David Michael Barrettê°¶Ä 2025ë…� 7ì›� 1ì¼ì— Class A 보통ì£� 30,000주를 íŒë§¤í–ˆë‹¤ê³� 보고했습니다. ì´ëŠ” 2025ë…� 3ì›� 31ì� 채íƒë� Rule 10b5-1 거래 계íšì—� 따른 것입니다. ê°¶Äì¤� í‰ê·  ë§¤ë„ ê°¶Äê²©ì€ $2.56였으며, 개별 거래 ê°¶Äê²©ì€ $2.47ì—서 $2.63 사ì´ì˜€ìŠµë‹ˆë‹�. ì´� 거래 ëŒ€ê¸ˆì€ ì•� $77,000입니ë‹�.

거래 í›� Barrettì� 실질 소유 ì§€ë¶„ì€ Barrett Trust LLCë¥� 통한 ê°„ì ‘ 보유 1,528,480ì£�ì™¶Ä ì§ì ‘ 보유 210,676ì£�ë¥� í•©ì³ ì—¬ì „íž� ìƒë‹¹í•©ë‹ˆë‹�. 처분í•� 주ì‹ì€ ê·¸ì˜ ê°„ì ‘ 보유 ì§€ë¶„ì˜ ì•� 2.0%ì—� 해당하며, ì „ì²´ ì§€ë¶� 대ë¹� ë§¤ë„ ê·œëª¨ê°¶Ä í¬ì§€ 않ìŒì� 시사합니ë‹�.

ì´ë²ˆ ì œì¶œì€ ì� ë‹¨ì¼ ê³„íšë� 처분ì—ë§Œ 국한ë˜ë©°, 파ìƒìƒí’ˆ 거래, 옵션 행사 ë˜ëŠ” 추갶� 매수ëŠ� ë³´ê³ ë˜ì§€ 않았습니ë‹�. íŒë§¤ê°¶Ä 사전 설정ë� 10b5-1 계íšì—� ë”°ë¼ ì´ë£¨ì–´ì¡Œê¸� 때문ì—� 시기ì ì ˆì„±ì— 대í•� ìš°ë ¤ë¥� 완화í•� ìˆ� 있지ë§�, ë‚´ë¶€ìžì˜ ì§€ë¶� 축소ë¼ëŠ” ì ì€ 여전합니ë‹�.

Expensify, Inc. (EXFY) � Dépôt du Formulaire 4 daté du 02/07/2025

Le PDG et Président David Michael Barrett a déclaré la vente de 30 000 actions ordinaires de Classe A le 01/07/2025 dans le cadre d’un plan de négociation conforme à la Règle 10b5-1 adopté le 31/03/2025. Le prix de vente moyen pondéré était de 2,56 $, avec des transactions individuelles réalisées entre 2,47 $ et 2,63 $. La contrepartie totale s’élève à environ 77 000 $.

Après cette opération, la détention bénéficiaire de Barrett reste importante avec 1 528 480 actions détenues indirectement via Barrett Trust LLC ainsi que 210 676 actions détenues directement. Les actions cédées représentent environ 2,0 % de ses avoirs indirects, ce qui suggère que la vente est modeste par rapport à sa participation globale.

Le dépôt se limite à cette seule cession planifiée ; aucune activité sur titres dérivés, exercice d’options ou achat supplémentaire n’a été signalé. Étant donné que la vente a été réalisée conformément à un plan 10b5-1 préétabli, cela peut atténuer les inquiétudes concernant un timing opportuniste, mais cela constitue néanmoins une réduction d’exposition d’un initié.

Expensify, Inc. (EXFY) � Form 4 Einreichung vom 02.07.2025

Chief Executive Officer und Vorsitzender David Michael Barrett meldete den Verkauf von 30.000 Class A Stammaktien am 01.07.2025 im Rahmen eines Rule 10b5-1 Handelsplans, der am 31.03.2025 angenommen wurde. Der gewichtete Durchschnittspreis lag bei 2,56 $, mit Einzeltransaktionen zwischen 2,47 $ und 2,63 $. Die Gesamtsumme betrug etwa 77.000 $.

Nach der Transaktion bleibt Barretts wirtschaftliches Eigentum mit 1.528.480 Aktien, die indirekt über Barrett Trust LLC gehalten werden, sowie 210.676 direkt gehaltenen Aktien weiterhin erheblich. Die veräußerten Aktien entsprechen etwa 2,0 % seiner indirekten Beteiligung, was darauf hindeutet, dass der Verkauf im Verhältnis zu seinem Gesamtanteil moderat ist.

Die Meldung beschränkt sich auf diese einzelne geplante Veräußerung; Derivategeschäfte, Optionsausübungen oder zusätzliche Käufe wurden nicht gemeldet. Da der Verkauf gemäß einem vorab festgelegten 10b5-1-Plan erfolgte, können Bedenken hinsichtlich opportunistischer Zeitpunkte gemindert werden, dennoch stellt dies eine Reduzierung der Insider-Position dar.

Positive
  • None.
Negative
  • Insider selling by CEO: 30,000 shares disposed at $2.56 may raise modest concern despite representing only ~2% of his holdings.

Insights

TL;DR � CEO Barrett sold 30k EXFY shares (~$77k), a small 2% trim under 10b5-1; limited market impact expected.

Barrett’s planned sale marginally reduces his position but leaves him with >1.7 million shares, maintaining strong alignment with shareholders. The 10b5-1 framework signals the trade was pre-scheduled, reducing informational asymmetry concerns. Dollar value is immaterial relative to daily trading volume and Barrett’s remaining stake, so I view the event as neutral. Investors should watch for any acceleration of insider selling, but a single, modest transaction is unlikely to shift valuation or sentiment materially.

Expensify, Inc. (EXFY) � Comunicazione Form 4 datata 02/07/2025

Il CEO e Presidente David Michael Barrett ha segnalato la vendita di 30.000 azioni ordinarie di Classe A il 01/07/2025 nell'ambito di un piano di trading Rule 10b5-1 adottato il 31/03/2025. Il prezzo medio ponderato di vendita è stato di 2,56 $, con singole transazioni eseguite tra 2,47 $ e 2,63 $. Il controvalore complessivo è stato di circa 77.000 $.

Successivamente all’operazione, la partecipazione indiretta di Barrett rimane significativa con 1.528.480 azioni detenute tramite Barrett Trust LLC oltre a 210.676 azioni detenute direttamente. Le azioni vendute rappresentano circa il 2,0% delle sue partecipazioni indirette, indicando che la vendita è contenuta rispetto alla sua quota complessiva.

La comunicazione riguarda esclusivamente questa singola vendita programmata; non sono state segnalate attività su strumenti derivati, esercizi di opzioni o acquisti aggiuntivi. Poiché la vendita è stata effettuata secondo un piano 10b5-1 predefinito, ciò può attenuare eventuali preoccupazioni su tempistiche opportunistiche, pur rappresentando comunque una riduzione della posizione da parte di un insider.

Expensify, Inc. (EXFY) � Presentación Formulario 4 fechada 02/07/2025

El CEO y Presidente David Michael Barrett informó sobre la venta de 30,000 acciones ordinarias Clase A el 01/07/2025 bajo un plan de negociación conforme a la Regla 10b5-1 adoptado el 31/03/2025. El precio promedio ponderado de venta fue de $2.56, con operaciones individuales ejecutadas entre $2.47 y $2.63. La contraprestación total fue aproximadamente $77,000.

Tras la transacción, la propiedad beneficiosa de Barrett sigue siendo considerable con 1,528,480 acciones mantenidas indirectamente a través de Barrett Trust LLC ³¾Ã¡²õ 210,676 acciones mantenidas directamente. Las acciones vendidas representan aproximadamente el 2.0 % de sus tenencias indirectas, lo que indica que la venta es modesta en relación con su participación total.

La presentación se limita a esta única disposición planificada; no se reportaron actividades con valores derivados, ejercicios de opciones ni compras adicionales. Dado que la venta se efectuó bajo un plan 10b5-1 preestablecido, puede mitigar preocupaciones sobre el momento oportunista, aunque sigue representando una reducción de exposición por parte de un insider.

Expensify, Inc. (EXFY) â€� 2025ë…� 7ì›� 2ì¼ìž Form 4 제출

CEO ê²� ì´ì‚¬íš� ì˜ìž¥ David Michael Barrettê°¶Ä 2025ë…� 7ì›� 1ì¼ì— Class A 보통ì£� 30,000주를 íŒë§¤í–ˆë‹¤ê³� 보고했습니다. ì´ëŠ” 2025ë…� 3ì›� 31ì� 채íƒë� Rule 10b5-1 거래 계íšì—� 따른 것입니다. ê°¶Äì¤� í‰ê·  ë§¤ë„ ê°¶Äê²©ì€ $2.56였으며, 개별 거래 ê°¶Äê²©ì€ $2.47ì—서 $2.63 사ì´ì˜€ìŠµë‹ˆë‹�. ì´� 거래 ëŒ€ê¸ˆì€ ì•� $77,000입니ë‹�.

거래 í›� Barrettì� 실질 소유 ì§€ë¶„ì€ Barrett Trust LLCë¥� 통한 ê°„ì ‘ 보유 1,528,480ì£�ì™¶Ä ì§ì ‘ 보유 210,676ì£�ë¥� í•©ì³ ì—¬ì „íž� ìƒë‹¹í•©ë‹ˆë‹�. 처분í•� 주ì‹ì€ ê·¸ì˜ ê°„ì ‘ 보유 ì§€ë¶„ì˜ ì•� 2.0%ì—� 해당하며, ì „ì²´ ì§€ë¶� 대ë¹� ë§¤ë„ ê·œëª¨ê°¶Ä í¬ì§€ 않ìŒì� 시사합니ë‹�.

ì´ë²ˆ ì œì¶œì€ ì� ë‹¨ì¼ ê³„íšë� 처분ì—ë§Œ 국한ë˜ë©°, 파ìƒìƒí’ˆ 거래, 옵션 행사 ë˜ëŠ” 추갶� 매수ëŠ� ë³´ê³ ë˜ì§€ 않았습니ë‹�. íŒë§¤ê°¶Ä 사전 설정ë� 10b5-1 계íšì—� ë”°ë¼ ì´ë£¨ì–´ì¡Œê¸� 때문ì—� 시기ì ì ˆì„±ì— 대í•� ìš°ë ¤ë¥� 완화í•� ìˆ� 있지ë§�, ë‚´ë¶€ìžì˜ ì§€ë¶� 축소ë¼ëŠ” ì ì€ 여전합니ë‹�.

Expensify, Inc. (EXFY) � Dépôt du Formulaire 4 daté du 02/07/2025

Le PDG et Président David Michael Barrett a déclaré la vente de 30 000 actions ordinaires de Classe A le 01/07/2025 dans le cadre d’un plan de négociation conforme à la Règle 10b5-1 adopté le 31/03/2025. Le prix de vente moyen pondéré était de 2,56 $, avec des transactions individuelles réalisées entre 2,47 $ et 2,63 $. La contrepartie totale s’élève à environ 77 000 $.

Après cette opération, la détention bénéficiaire de Barrett reste importante avec 1 528 480 actions détenues indirectement via Barrett Trust LLC ainsi que 210 676 actions détenues directement. Les actions cédées représentent environ 2,0 % de ses avoirs indirects, ce qui suggère que la vente est modeste par rapport à sa participation globale.

Le dépôt se limite à cette seule cession planifiée ; aucune activité sur titres dérivés, exercice d’options ou achat supplémentaire n’a été signalé. Étant donné que la vente a été réalisée conformément à un plan 10b5-1 préétabli, cela peut atténuer les inquiétudes concernant un timing opportuniste, mais cela constitue néanmoins une réduction d’exposition d’un initié.

Expensify, Inc. (EXFY) � Form 4 Einreichung vom 02.07.2025

Chief Executive Officer und Vorsitzender David Michael Barrett meldete den Verkauf von 30.000 Class A Stammaktien am 01.07.2025 im Rahmen eines Rule 10b5-1 Handelsplans, der am 31.03.2025 angenommen wurde. Der gewichtete Durchschnittspreis lag bei 2,56 $, mit Einzeltransaktionen zwischen 2,47 $ und 2,63 $. Die Gesamtsumme betrug etwa 77.000 $.

Nach der Transaktion bleibt Barretts wirtschaftliches Eigentum mit 1.528.480 Aktien, die indirekt über Barrett Trust LLC gehalten werden, sowie 210.676 direkt gehaltenen Aktien weiterhin erheblich. Die veräußerten Aktien entsprechen etwa 2,0 % seiner indirekten Beteiligung, was darauf hindeutet, dass der Verkauf im Verhältnis zu seinem Gesamtanteil moderat ist.

Die Meldung beschränkt sich auf diese einzelne geplante Veräußerung; Derivategeschäfte, Optionsausübungen oder zusätzliche Käufe wurden nicht gemeldet. Da der Verkauf gemäß einem vorab festgelegten 10b5-1-Plan erfolgte, können Bedenken hinsichtlich opportunistischer Zeitpunkte gemindert werden, dennoch stellt dies eine Reduzierung der Insider-Position dar.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Abramo Mercedes

(Last) (First) (Middle)
ONE STRAWBERRY LANE

(Street)
ORRVILLE OH 44667

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
J M SMUCKER Co [ SJM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Deferred Stock Units (1) 07/01/2025 A 255 (1) (1) Common Shares 255 $0 3,481.735(2) D
Explanation of Responses:
1. Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director.
2. This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.
Remarks:
/s/ Jeannette L. Knudsen, POA 07/02/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many Expensify (EXFY) shares did CEO David Barrett sell?

He sold 30,000 Class A common shares on 07/01/2025.

What was the average sale price of the EXFY shares?

The weighted-average sale price was $2.56, with trades between $2.47 and $2.63.

Does David Barrett still own Expensify stock after the sale?

Yes. He beneficially owns 1,528,480 shares indirectly and 210,676 shares directly following the transaction.

Was the transaction part of a 10b5-1 trading plan?

Yes. The sale was executed under a Rule 10b5-1 plan adopted on 03/31/2025.

Is this insider sale considered significant for EXFY investors?

Given the small percentage of holdings sold and the pre-planned nature, the impact is viewed as neutral at present.
J M Smucker

NYSE:SJM

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SJM Stock Data

11.18B
104.26M
2.86%
84.52%
4%
Packaged Foods
Canned, Fruits, Veg, Preserves, Jams & Jellies
United States
ORRVILLE