Monitor for any future 8-Ks or earnings releases that may provide updates on the company's progress toward its >20% adjusted EBITDA margin target, as the new director appointment is a routine board refresh. No immediate trading catalyst is indicated by this filing alone.
Price Chart
Executive Summary
H.B. Fuller announced the resignation of director Ruth S. Kimmelshue and the appointment of R. Jeffrey Bailly to the Board, effective September 23, 2026. Bailly, former longtime CEO of UFP Technologies, brings extensive M&A and medical technology experience as the company pursues a >20% adjusted EBITDA margin target.
Key Facts
- Ruth S. Kimmelshue resigned from the Board effective September 23, 2026, not due to any disagreement with the company.
- R. Jeffrey Bailly, age 64, was elected as a Class I director effective September 23, 2026, with term expiring at the 2027 annual meeting.
- Bailly was appointed to the Audit Committee and Compensation Committee.
- Bailly served as CEO of UFP Technologies from 1995 to 2026 and currently serves as its Executive Chairman.
- Bailly will receive an annual cash retainer of $100,000 and an initial grant of 1,300 restricted stock units.
- Directors are also eligible for an annual discretionary grant of deferred phantom stock units valued at $165,000.
- The press release states the company is focused on accelerating its path to greater than 20% adjusted EBITDA margin.
Financial Impact
Director compensation is standard for a board role: $100,000 annual cash retainer plus 1,300 RSUs and eligibility for $165,000 in deferred phantom stock units.
Risk Factors
- No material financial data or financial results are included in this filing
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-031283 |
| Exhibit: ex_1020089.htm | 0001437749-26-031283 |
| Document: 0001437749-26-031283-index-headers.html | 0001437749-26-031283 |
| Document: 0001437749-26-031283-index.html | 0001437749-26-031283 |
| Document: 0001437749-26-031283.txt | 0001437749-26-031283 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $50.89 | awaiting T+5 | — | $49.50 (−2.73%) |
Oct 19, 2026 8d ago | 8-K | $51.06 $49.13 | ▼ −3.78% | ▼ −3.63% | $49.50 (−3.06%) |
Oct 9, 2026 18d ago | 8-K | $49.56 $51.32 | ▲ +3.55% | ▲ +5.52% | $49.50 (−0.12%) |
Oct 6, 2026 21d ago | 8-K | $50.63 $50.44 | ▼ −0.38% | ▼ −0.24% | $49.50 (−2.23%) |
Oct 1, 2026 25d ago | Insider Cluster | $50.23 $50.44 | ▲ +0.42% | ▼ −0.88% | $49.50 (−1.45%) |
Oct 1, 2026 25d ago | Insider Cluster | $50.23 $50.44 | ▲ +0.42% | ▼ −0.88% | $49.50 (−1.45%) |
Sep 30, 2026 26d ago | Insider Cluster | $49.47 $49.91 | ▲ +0.89% | ▼ −1.02% | $49.50 (+0.06%) |
Sep 28, 2026 29d ago | 8-K | $49.37 $50.44 | ▲ +2.17% | ▲ +0.96% | $49.50 (+0.26%) |
Sep 24, 2026 4w ago | 8-K | $50.00 $50.23 | ▲ +0.46% | ▲ +0.88% | $49.50 (−1.00%) |
Jul 20, 2026 14w ago | 8-K | $55.43 $55.70 | ▲ +0.49% | ▲ +0.91% | $49.50 (−10.70%) |
US Market Status
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