Insider and congress filings

The J. M. Smucker Company (SJM)

NYSE · Consumer Defensive · 373 insider transactions · 36 congress trades · last filed 24 days agoS&P 500

10
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
1 buy·9 sells
Purchases and sales in the filings shown
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About The J. M. Smucker Company

from the company's filings and listing, as of Oct 22, 2026
Exchange
NYSE
Sector
Consumer Defensive
Industry
Packaged Foods
Chief executive
Captain Mark T. Smucker
Employees
8,000
Listed since
-
Market value
$13.7B
Price to earnings (12 mo)
59.4
Net income per share, as reported (12 mo)
$2.15
Dividend yield
3.46%

www.jmsmucker.com

Earnings

6 reported quarters · next on Nov 24, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q1 FY2027reported Aug 26, 2026$3.24$2.22$2.2B$2.1BEPS beatRevenue beat
Q4 FY2026reported Jun 9, 2026$2.77$2.64$2.3B$2.3BEPS beatRevenue in line
Q3 FY2026reported Feb 26, 2026$2.38$2.27$2.3B$2.3BEPS beatRevenue in line
Q2 FY2026reported Nov 25, 2025$2.10$2.10$2.3B$2.3BEPS in lineRevenue in line
Q1 FY2026reported Aug 27, 2025$1.90$1.93$2.1B$2.1BEPS missRevenue in line
Q4 FY2025reported Jun 10, 2025$2.31$2.24$2.1B$2.2BEPS beatRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2026 · proxy filed Jun 26, 2026
ExecutiveSalaryStock awardsOtherTotal
Mark SmuckerChief Executive Officer, President and Chair of the Board$1.2M$6.3M$3.4M$10.9M
Tucker MarshallChief Financial Officer | EVP, Frozen Handheld and Spreads and Sweet Baked Snacks$719K$1.9M$939K$3.5M
Robert FergusonChief Product Supply Officer | EVP, Coffee, Pet, and Away from Home$640K$1.7M$984K$3.3M
Jeannette KnudsenChief Legal Officer and Secretary$640K$1.3M$714K$2.7M
Jill PenroseChief People and Administrative Officer | Chief of Staff$600K$1.2M$708K$2.5M

The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$831.4M7,389,936+9.9%6.92%
Vanguard Capital Management LLC$764.4M6,794,703+0.7%6.36%
State Street Corp$739.5M6,573,207+1.2%6.16%
Vanguard Portfolio Management LLC$555.0M4,933,209+1.1%4.62%
Dimensional Fund Advisors LP$516.6M4,591,379+17.1%4.30%
Geode Capital Management, LLC$326.7M2,908,832+2.4%2.72%
Hotchkis & Wiley Capital Management LLC$314.3M2,793,916+27.6%2.62%
Citadel Advisors LLCKen Griffin$302.7M2,690,881+39.1%2.52%
Invesco Ltd.$264.9M2,354,915+1.3%2.21%
Goldman Sachs Group Inc$244.6M2,174,660+65.1%2.04%
FMR LLC$216.2M1,922,137-12.4%1.80%
Morgan Stanley$211.5M1,880,292-13.1%1.76%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Open-market insider trades

10 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Mark T. SmuckerCEO, Chair of BoardSold84,821$131.39$11.1MAug 31, 2026filed Sep 2, 20262d
Robert D. FergusonChief Product Supply OfficerSold2,522$132.41$334KAug 31, 2026filed Sep 2, 20262d
Tucker H. MarshallChief Financial OfficerSold · 2 lines18,482$132.05$2.4MAug 28, 2026filed Aug 31, 20261d
Jill R. PenroseChief People OfficerSold5,000$116.69$583KJun 29, 2026filed Jun 30, 20261d
Jeannette L. KnudsenChief Legal OfficerSold4,353$115.08$501KJun 26, 2026filed Jun 29, 20261d
Tucker H. MarshallChief Financial OfficerSold3,630$111.05$403KJun 24, 2026filed Jun 25, 20261d
Mark T. SmuckerCEO, Chair of BoardSold13,000$115.11$1.5MJun 17, 2026filed Jun 18, 20261d
Jeannette L. KnudsenChief Legal OfficerSold5,550$116.29$645KJun 11, 2026filed Jun 12, 20261d
Mark T. SmuckerCEO, Chair of BoardSold231$108.97$25KMar 10, 2026filed Mar 11, 20261d
Tarang AminDirectorBought880$113.41$100KMar 2, 2026filed Mar 3, 20261d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Bruce ChungDirectorStock award1,692Oct 1, 2026
Tarang AminDirectorStock award1,725Oct 1, 2026
Mercedes AbramoDirectorStock award1,682Oct 1, 2026
Jonathan E. Johnson IIIDirectorStock award1,466Oct 1, 2026
Jay L. HendersonDirectorStock award1,466Oct 1, 2026
Susan Chapman-HughesDirectorStock award1,466Oct 1, 2026
Dawn C. WilloughbyDirectorStock award1,466Oct 1, 2026
Jodi TaylorDirectorStock award1,466Oct 1, 2026
David V. SingerDirectorStock award1,466Oct 1, 2026
Kirk PerryDirectorStock award1,682Oct 1, 2026
Mark T. SmuckerCEO, Chair of BoardOption exercise84,821Aug 31, 2026
Robert D. FergusonChief Product Supply OfficerTax withholding1,121Sep 1, 2026
Jeannette L. KnudsenChief Legal OfficerTax withholding1,584Sep 1, 2026
Jill R. PenroseChief People OfficerTax withholding1,461Sep 1, 2026
Tucker H. MarshallChief Financial OfficerOption exercise18,482Aug 28, 2026
Kirk PerryDirectorStock award218Jul 1, 2026
Bruce ChungDirectorStock award229Jul 1, 2026
Mercedes AbramoDirectorStock award218Jul 1, 2026
Tarang AminDirectorStock award247Jul 1, 2026
Robert D. FergusonChief Product Supply OfficerTax withholding1,259Jun 15, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in SJM

20 disclosures of 36 on record · median 26d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Alan ArmstrongSelfStockPurchase$1,001 - $15,000+36.5%S&P 500 +19.8% · +16.6 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Ro KhannaStockSale$1,001 - $15,000+25.6%After the saleS&P 500 +9.5% · +16.2 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+27.0%After the saleS&P 500 +11.7% · +15.3 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+27.0%S&P 500 +11.7% · +15.3 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+25.5%After the saleS&P 500 +11.4% · +14.1 pts vs S&P 500Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+33.7%S&P 500 +24.9% · +8.9 pts vs S&P 500Jun 24, 2025Aug 13, 202550d
Ro KhannaStockSale$1,001 - $15,000+33.6%After the saleS&P 500 +26.2% · +7.3 pts vs S&P 500Jun 23, 2025Jul 9, 202516d
Jefferson ShreveStockSale$15,001 - $50,000+15.5%After the saleS&P 500 +30.4% · -14.8 pts vs S&P 500May 12, 2025Jun 22, 202541d
Julie JohnsonJointStockSale$1,001 - $15,000+9.7%After the saleS&P 500 +35.4% · -25.8 pts vs S&P 500Apr 1, 2025May 14, 202543d
David TaylorStockPurchase$1,001 - $15,000+26.2%S&P 500 +25.6% · +0.6 pts vs S&P 500Feb 10, 2025Apr 3, 202552d
David TaylorStockSale$1,001 - $15,000+21.1%After the saleS&P 500 +24.5% · -3.3 pts vs S&P 500Feb 20, 2025Apr 3, 202542d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+25.3%After the saleS&P 500 +25.0% · +0.4 pts vs S&P 500Jan 24, 2025Feb 11, 202518d
Ro KhannaStockSale$1,001 - $15,000+27.3%After the saleS&P 500 +27.1% · +0.1 pts vs S&P 500Jan 17, 2025Feb 6, 202520d
Ro KhannaStockPurchase$1,001 - $15,000+17.6%S&P 500 +39.4% · -21.7 pts vs S&P 500Jul 1, 2024Aug 7, 202437d
Ro KhannaStockPurchase$1,001 - $15,000+17.5%S&P 500 +38.5% · -21.0 pts vs S&P 500Jul 2, 2024Aug 7, 202436d
Ro KhannaStockSale$1,001 - $15,000+19.8%After the saleS&P 500 +43.4% · -23.6 pts vs S&P 500May 28, 2024Jun 5, 20248d
Ro KhannaStockPurchase$1,001 - $15,000+14.2%S&P 500 +81.8% · -67.7 pts vs S&P 500Oct 31, 2023Nov 8, 20238d
Ro KhannaStockSale$1,001 - $15,000-9.1%After the saleS&P 500 +69.2% · -78.3 pts vs S&P 500Sep 5, 2023Sep 6, 20231d
Ro KhannaStockSale$1,001 - $15,000+6.7%After the saleS&P 500 +73.2% · -66.6 pts vs S&P 500Oct 7, 2021Nov 9, 202133d
Marjorie Taylor GreeneJointStockPurchase$1,001 - $15,000+14.6%S&P 500 +97.8% · -83.2 pts vs S&P 500Jan 21, 2021Feb 19, 202129d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in SJM, filterable by party, chamber, type and account.

Members of Congress reporting a position

3 members · estimate, as of Oct 21, 2026

3 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
David TaylorRepublican · House$1,001 - $15,0000.5%
Shelley Moore CapitoRepublican · Senate$1,001 - $15,0000.4%
Gary C. PetersDemocrat · Senate$1,001 - $15,0000.3%

Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling SJM?

Across the 10 most recent open-market filings shown here, 1 was a purchase and 9 were sales.

Which members of Congress have traded SJM?

Alan Armstrong, Ro Khanna, Lisa C. McClain, Jefferson Shreve, Julie Johnson, David Taylor and others disclosed SJM transactions in the filings shown here.

Which members of Congress hold SJM?

3 members of Congress report a position in SJM in the estimate we hold as of Oct 21, 2026. The estimated positions belong to David Taylor, Shelley Moore Capito and Gary C. Peters. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is SJM in the S&P 500 or the Nasdaq 100?

The J. M. Smucker Company is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are SJM trades disclosed?

Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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