Avery Dennison Corp·4

Mar 3, 4:38 PM ET

Yost Ryan D 4

4 · Avery Dennison Corp · Filed Mar 3, 2026

Research Summary

AI-generated summary of this filing

Updated

Avery Dennison (AVY) President Ryan D. Yost Exercises Options, Receives Awards

What Happened

  • Ryan D. Yost, President, Materials Group at Avery Dennison (AVY), executed a series of derivative transactions on 2026-03-01. He exercised/converted options or other derivative awards resulting in the acquisition of 1,787 shares at an exercise price of $194.78 per share (total cash/consideration ≈ $348,072).
  • Simultaneously, 512 shares were disposed of (withheld) to satisfy exercise/tax withholding obligations (proceeds/consideration ≈ $99,728). In addition, Yost was credited with 5,728 derivative awards (grants/vested units) recorded at $0.00 (2,342 and 3,386 shares — MSUs/RSUs/PUs as described in the filing footnotes).

Key Details

  • Transaction date(s): 2026-03-01; Form 4 filed 2026-03-03 (no late-filing flag shown).
  • Exercise transactions (M) at $194.78: 167, 222, 434, 714 and 250 shares (total acquired = 1,787; total cash ≈ $348,072).
  • Tax withholding/dispositions (F) at $194.78: 55, 73, 119, 196 and 69 shares (total withheld = 512; total ≈ $99,728).
  • Grants/awards (A) recorded: 2,342 and 3,386 derivative units (total 5,728) recorded at $0.00 — these reflect vested MSUs/PUs/RSUs per footnotes.
  • Zero-dollar “exercise/conversion” entries (M, $0.00) correspond to conversion/settlement of derivative awards (matching share counts above) as recorded in the filing.
  • Shares owned after the transactions are not specified in the supplied data.

Context

  • The filing shows an option/derivative exercise with shares withheld to cover tax obligations — a routine net-share settlement (not an open-market sale). That pattern is common when executives exercise options or when performance/RSU awards vest.
  • Footnotes explain vesting/results: RSUs vest 25% annually (F1); certain performance units vest at future dates subject to performance (F2); several MSU tranches and PUs vested/paid at various percentages (F3–F7), with specific achievement percentages noted in the filing.
  • This is a disclosure of insider activity; it is factual reporting of exercises, withholdings, and awards and should not be interpreted as a recommendation or statement of intent.

Insider Transaction Report

Form 4
Period: 2026-03-01
Yost Ryan D
President, Materials Group
Transactions
  • Exercise/Conversion

    Common Stock

    2026-03-01$194.78/sh+167$32,5285,056 total
  • Tax Payment

    Common Stock

    2026-03-01$194.78/sh55$10,7135,001 total
  • Exercise/Conversion

    Common Stock

    2026-03-01$194.78/sh+222$43,2415,223 total
  • Tax Payment

    Common Stock

    2026-03-01$194.78/sh73$14,2195,150 total
  • Exercise/Conversion

    Common Stock

    2026-03-01$194.78/sh+434$84,5355,584 total
  • Tax Payment

    Common Stock

    2026-03-01$194.78/sh119$23,1795,465 total
  • Exercise/Conversion

    Common Stock

    2026-03-01$194.78/sh+714$139,0736,179 total
  • Tax Payment

    Common Stock

    2026-03-01$194.78/sh196$38,1775,983 total
  • Exercise/Conversion

    Common Stock

    2026-03-01$194.78/sh+250$48,6956,233 total
  • Tax Payment

    Common Stock

    2026-03-01$194.78/sh69$13,4406,164 total
  • Award

    2026 RSU Award

    [F1]
    2026-03-01+2,3422,342 total
    Exercise: $0.00From: 2027-03-01Exp: 2030-03-01Common Stock (2,342 underlying)
  • Award

    2026 PU Award

    [F2]
    2026-03-01+3,3863,386 total
    Exercise: $0.00From: 2029-03-01Exp: 2029-03-01Common Stock (3,386 underlying)
  • Exercise/Conversion

    2022 MSU Award

    [F3]
    2026-03-011670 total
    Exercise: $0.00From: 2023-03-01Exp: 2026-03-01Common Stock (167 underlying)
  • Exercise/Conversion

    2023 MSU Award

    [F4]
    2026-03-01222220 total
    Exercise: $0.00From: 2024-03-01Exp: 2027-03-01Common Stock (222 underlying)
  • Exercise/Conversion

    2024 MSU Award

    [F5]
    2026-03-01434910 total
    Exercise: $0.00From: 2025-03-01Exp: 2028-03-01Common Stock (434 underlying)
  • Exercise/Conversion

    2025 MSU Award

    [F6]
    2026-03-017142,234 total
    Exercise: $0.00From: 2026-03-01Exp: 2029-03-01Common Stock (714 underlying)
  • Exercise/Conversion

    2023 PU Award

    [F7]
    2026-03-012500 total
    Exercise: $0.00From: 2026-03-01Exp: 2026-03-01Common Stock (250 underlying)
Holdings
  • Common Stock (Savings Plan)

    (indirect: Savings Plan)
    3.649
Footnotes (7)
  • [F1]Restricted stock units (RSUs) vest 25% on each of the first, second, third and fourth anniversaries of the grant date. Each RSU represents a contingent right to receive one share of common stock.
  • [F2]Performance units (PUs) vest, at the end of fiscal year 2028, provided certain performance objectives are met as determined by the Compensation Committee in February 2029. Each PU represents a contingent right to receive one share of common stock.
  • [F3]Shares reflect the vesting of the fourth tranche of MSUs granted in February 2022 at 92% of target based on our absolute total stockholder return in excess of 10% during the 2022-2025 performance period, plus dividend equivalents accrued during the period.
  • [F4]Shares reflect the vesting of the third tranche of MSUs granted in March 2023 at 96% of target based on our absolute total stockholder return during the 2023-2025 performance period, plus dividend equivalents accrued during the period.
  • [F5]Shares reflect the vesting of the second tranche of MSUs granted in March 2024 at 92% of target based on our absolute total stockholder return during the 2024-2025 performance period, plus dividend equivalents accrued during the period.
  • [F6]Shares reflect the vesting of the first tranche of MSUs granted in March 2025 at 94% of target based on our absolute total stockholder return during the 2025 performance period, plus dividend equivalents accrued during the period.
  • [F7]Shares reflect the vesting of PUs granted in March 2023 at 28% of target, based 75% on the cumulative economic value added of RBIS (now Solutions Group) of 0% of target and 25% on our relative total stockholder return of 112% of target.
Signature
/s/ Vikas Arora, attorney-in-fact for Ryan D Yost|2026-03-03

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT