RPMNYSEPaints, Varnishes, Lacquers, Enamels & Allied ProdsFiscal year ends May 31
RPM INTERNATIONAL INC/DE/
Financials through Q1 FY2027, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 6, 2026
$99.48−0.25 (-0.25%)
Close on Oct 19, 2026
- Market cap
- $12.66B
- P/E (TTM)
- 18.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.4%
109M of 128M shares
Institutional holders
795
100 new, 53 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $505.47K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Aristotle Capital Management, LLC | 8,104,789 | 6.32% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 7,177,004 | 5.60% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 6,709,171 | 5.23% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 6,539,364 | 5.10% | 13G (passive) | Jun 30, 2025 |
| BlackRock, Inc. | 13,219,426 | 10.30% | 13G (passive) amendment | Feb 29, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RPM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,105,565 | 10.26% | $1.46B | +269,977 | 0.02% |
| Vanguard Portfolio Management LLC | 7,136,934 | 5.59% | $793.27M | −24,683 | 0.04% |
| Aristotle Capital Management, LLC | 6,911,971 | 5.41% | $768.27M | −452,509 | 1.61% |
| State Street Corp | 6,752,178 | 5.29% | $750.50M | +197,038 | 0.02% |
| Vanguard Capital Management LLC | 5,765,737 | 4.51% | $640.86M | +12,021 | 0.01% |
| Morgan Stanley | 4,196,945 | 3.29% | $466.49M | −329,423 | 0.02% |
| Allspring Global Investments Holdings, LLC | 4,152,859 | 3.25% | $459.64M | +299,778 | 0.71% |
| Victory Capital Management Inc | 3,823,468 | 2.99% | $424.98M | −65,789 | 0.24% |
| Geode Capital Management, LLC | 2,658,728 | 2.08% | $294.76M | +47,423 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 2,548,161 | 1.99% | $283.23K | −955,151 | 0.03% |
| JPMorgan Chase & Co | 2,126,686 | 1.66% | $235.94M | −70,220 | 0.01% |
| Citadel Advisors LLC | 1,556,711 | 1.22% | $173.03M | +717,217 | 0.02% |
| Dimensional Fund Advisors LP | 1,414,704 | 1.11% | $157.24M | +117,293 | 0.03% |
| Bank Of America Corp /De/ | 1,250,596 | 0.98% | $139.00M | −28,220 | 0.01% |
| Northern Trust Corp | 1,213,073 | 0.95% | $134.83M | −31,643 | 0.02% |
| Balyasny Asset Management L.P. | 1,146,089 | 0.90% | $127.39M | +515,909 | 0.16% |
| Norges Bank | 1,126,418 | 0.88% | $125.20M | New | 0.01% |
| Millennium Management LLC | 1,103,717 | 0.86% | $122.68M | +513,334 | 0.04% |
| Bank of New York Mellon Corp | 1,063,612 | 0.83% | $118.22M | −47,577 | 0.02% |
| Cincinnati Insurance Co | 1,033,303 | 0.81% | $114.85M | – | 1.65% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 795 | 109M | 85.4% | 100 / 291 | 245 / 53 | 9M | 6M |
| Q1 2026 | 762 | 106M | 83.0% | 72 / 233 | 311 / 96 | 22M | 8M |
| Q4 2025 | 799 | 106M | 82.7% | 121 / 265 | 265 / 72 | 11M | 10M |
| Q3 2025 | 766 | 106M | 83.0% | 88 / 255 | 249 / 63 | 6M | 8M |
| Q2 2025 | 750 | 108M | 84.6% | 67 / 271 | 261 / 91 | 9M | 8M |
| Q1 2025 | 784 | 107M | 84.1% | 91 / 268 | 261 / 66 | 5M | 3M |
| Q4 2024 | 765 | 106M | 83.1% | 97 / 245 | 267 / 53 | 7M | 8M |
| Q3 2024 | 733 | 107M | 83.8% | 88 / 242 | 231 / 59 | 17M | 6M |
| Q2 2024 | 709 | 109M | 85.6% | 60 / 252 | 237 / 59 | 8M | 15M |
| Q1 2024 | 720 | 117M | 91.7% | 93 / 248 | 235 / 63 | 11M | 5M |
| Q4 2023 | 696 | 112M | 87.5% | 108 / 219 | 222 / 44 | 14M | 5M |
| Q3 2023 | 640 | 103M | 80.7% | 83 / 193 | 216 / 39 | 5M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RPM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4,367,651 | 3.42% | $485.46M | 0.39% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,050,571 | 3.17% | $450.22M | 0.02% | Jun 30, 2026 |
| Allspring Special Mid Cap Value Fund | 3,139,000 | 2.46% | $348.90M | 2.59% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,925,629 | 2.29% | $325.18M | 0.17% | Jun 30, 2026 |
| Victory Sycamore Established Value Fund | 2,710,000 | 2.12% | $301.22M | 1.95% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 2,351,000 | 1.84% | $251.72M | 0.38% | Jul 31, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 1,984,361 | 1.55% | $220.56M | 2.51% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,854,126 | 1.45% | $206.09M | 0.30% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,463,355 | 1.15% | $162.65M | 0.17% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 1,220,233 | 0.96% | $135.63M | 0.63% | Jun 30, 2026 |
| JPMorgan Mid Cap Value Fund | 1,066,908 | 0.84% | $118.59M | 1.06% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 939,492 | 0.74% | $99.56M | 0.74% | May 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 722,111 | 0.57% | $77.32M | 0.06% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 660,531 | 0.52% | $70.00M | 0.16% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 646,030 | 0.51% | $71.81M | 0.39% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Frank C. Sullivan | Chairman and CEO, Director | 1,127,622 | 0.88% | Aug 7, 2026 |
| Matthew T. Ratajczak | VP-Global Tax and Treasurer | 23,456 | 0.02% | Jul 21, 2026 |
| David C. Dennsteadt | President & COO | 31,754 | 0.02% | Jul 21, 2026 |
| Tracy D. Crandall | VP, General Counsel and CCO | 26,676 | 0.02% | Jul 21, 2026 |
| Janeen B. Kastner | VP Corp. Benefits/Risk Mgmt. | 136,250 | 0.11% | Jul 21, 2026 |
| Andrew G. Polanco | VP - Operations | 13,412 | 0.01% | Jul 21, 2026 |
| Michael J. Laroche | VP, Controller & CAO | 15,376 | 0.01% | Jul 21, 2026 |
| Russell L. Gordon | VP and CFO | 80,282 | 0.06% | Jul 21, 2026 |
| Timothy R. Kinser | Former VP-Operations | 21,040 | 0.02% | Jun 2, 2026 |
| Tom Gentile | Director | – | – | Apr 23, 2026 |
| Frederick R. Nance | Director | 7,847 | 0.01% | Nov 13, 2025 |
| Salvatore D. Fazzolari | Director | 21,578 | 0.02% | Nov 4, 2025 |
| Robert Livingston | Director | 18,473 | 0.01% | Oct 3, 2025 |
| Bruce A. Carbonari | Director | 44,925 | 0.04% | Oct 3, 2025 |
| Craig S. Morford | Director | 11,491 | 0.01% | Oct 3, 2025 |
| Jenniffer D. Deckard | Director | 17,185 | 0.01% | Oct 3, 2025 |
| Elizabeth F. Whited | Director | 7,100 | 0.01% | Oct 3, 2025 |
| Ellen M. Pawlikowski | Director | 6,500 | 0.01% | Oct 3, 2025 |
| Christopher L. Mapes | Director | 1,400 | 0.00% | Oct 3, 2025 |
| Julie A. Beck | Director | 1,400 | 0.00% | Oct 3, 2025 |
| William B. Summers Jr | Director | 48,528 | 0.04% | Oct 3, 2025 |
| Kirkland B. Andrews | Director | 11,155 | 0.01% | Nov 4, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Frank C. Sullivan Chairman and CEO, Director | Aug 5, 2026 | Returned to company | −106,529 | $116.72 | $12.43M | 1,106,748 |
| Frank C. Sullivan Chairman and CEO, Director | Aug 5, 2026 | Option exercise | +200,000 | $62.17 | $12.43M | 1,213,277 |
| Frank C. Sullivan Chairman and CEO, Director | Aug 5, 2026 | Tax withholding | −40,753 | $116.72 | $4.76M | 1,065,995 |
| Frank C. Sullivan Chairman and CEO, Director | Jul 19, 2026 | Tax withholding | −3,813 | $105.08 | $400.67K | 1,013,277 |
| Michael J. Laroche VP, Controller & CAO | Jul 19, 2026 | Tax withholding | −524 | $105.08 | $55.06K | 15,376 |
| Andrew G. Polanco VP - Operations | Jul 19, 2026 | Tax withholding | −511 | $105.08 | $53.70K | 12,901 |
| Russell L. Gordon VP and CFO | Jul 19, 2026 | Tax withholding | −1,137 | $105.08 | $119.48K | 80,282 |
| Tracy D. Crandall VP, General Counsel and CCO | Jul 19, 2026 | Tax withholding | −488 | $105.08 | $51.28K | 26,468 |
| David C. Dennsteadt President & COO | Jul 19, 2026 | Tax withholding | −1,455 | $105.08 | $152.89K | 31,154 |
| Matthew T. Ratajczak VP-Global Tax and Treasurer | Jul 19, 2026 | Tax withholding | −670 | $105.08 | $70.40K | 23,456 |
| Janeen B. Kastner VP Corp. Benefits/Risk Mgmt. | Jul 19, 2026 | Tax withholding | −1,137 | $105.08 | $119.48K | 135,127 |
| Michael J. Laroche VP, Controller & CAO | Jul 15, 2026 | Award | +1,200 | – | – | 15,900 |
| Michael J. Laroche VP, Controller & CAO | Jul 15, 2026 | Award | +1,005 | – | – | 14,700 |
| Matthew T. Ratajczak VP-Global Tax and Treasurer | Jul 15, 2026 | Award | +221 | – | – | 22,626 |
| Matthew T. Ratajczak VP-Global Tax and Treasurer | Jul 15, 2026 | Award | +1,500 | – | – | 24,126 |
| David C. Dennsteadt President & COO | Jul 15, 2026 | Award | +1,717 | – | – | 31,139 |
| David C. Dennsteadt President & COO | Jul 15, 2026 | Award | +1,470 | – | – | 32,609 |
| Frank C. Sullivan Chairman and CEO, Director | Jul 15, 2026 | Award | +7,160 | – | – | 1,017,090 |
| Janeen B. Kastner VP Corp. Benefits/Risk Mgmt. | Jul 15, 2026 | Award | +1,200 | – | – | 136,264 |
| Janeen B. Kastner VP Corp. Benefits/Risk Mgmt. | Jul 15, 2026 | Award | +1,107 | – | – | 135,063 |
| Russell L. Gordon VP and CFO | Jul 15, 2026 | Award | +959 | – | – | 79,949 |
| Russell L. Gordon VP and CFO | Jul 15, 2026 | Award | +1,470 | – | – | 81,419 |
| Tracy D. Crandall VP, General Counsel and CCO | Jul 15, 2026 | Award | +1,344 | – | – | 26,101 |
| Tracy D. Crandall VP, General Counsel and CCO | Jul 15, 2026 | Award | +850 | – | – | 26,956 |
| Timothy R. Kinser Former VP-Operations | May 31, 2026 | Tax withholding | −208 | $105.97 | $22.04K | 21,040 |
| Russell L. Gordon VP and CFO | May 31, 2026 | Tax withholding | −925 | $105.97 | $98.02K | 78,990 |
| Frank C. Sullivan Chairman and CEO, Director | May 31, 2026 | Tax withholding | −496 | $105.97 | $52.56K | 1,009,930 |
| Janeen B. Kastner VP Corp. Benefits/Risk Mgmt. | May 31, 2026 | Tax withholding | −748 | $105.97 | $79.27K | 133,956 |
| Matthew T. Ratajczak VP-Global Tax and Treasurer | May 31, 2026 | Tax withholding | −224 | $105.97 | $23.74K | 22,405 |
| Russell L. Gordon VP and CFO | Apr 28, 2026 | Option exercise | +30,000 | $50.99 | $1.53M | 166,011 |
| Russell L. Gordon VP and CFO | Apr 28, 2026 | Tax withholding | −5,038 | $103.70 | $522.44K | 85,020 |
| Russell L. Gordon VP and CFO | Apr 28, 2026 | Returned to company | −14,752 | $103.70 | $1.53M | 151,259 |
| Janeen B. Kastner VP Corp. Benefits/Risk Mgmt. | Apr 17, 2026 | Tax withholding | −5,452 | $109.81 | $598.68K | 134,704 |
| Janeen B. Kastner VP Corp. Benefits/Risk Mgmt. | Apr 17, 2026 | Returned to company | −13,931 | $109.81 | $1.53M | 140,126 |
| Janeen B. Kastner VP Corp. Benefits/Risk Mgmt. | Apr 17, 2026 | Option exercise | +30,000 | $50.99 | $1.53M | 154,057 |
| Timothy R. Kinser VP-Operations | Jan 21, 2026 | Sale | −3,441 | $110.31 | $379.58K | 21,248 |
| Frederick R. Nance Director | Nov 12, 2025 | Gift | −155 | – | – | 7,847 |
| Frederick R. Nance Director | Nov 11, 2025 | Sale | −792 | $107.98 | $85.52K | 8,002 |
| Salvatore D. Fazzolari Director | Oct 31, 2025 | Sale | −375 | $107.67 | $40.38K | 21,578 |
| Salvatore D. Fazzolari Director | Oct 1, 2025 | Award | +1,400 | – | – | 21,953 |
| Robert Livingston Director | Oct 1, 2025 | Award | +1,400 | – | – | 18,473 |
| Frederick R. Nance Director | Oct 1, 2025 | Award | +1,400 | – | – | 8,794 |
| William B. Summers Jr Director | Oct 1, 2025 | Award | +1,400 | – | – | 48,528 |
| Craig S. Morford Director | Oct 1, 2025 | Award | +1,400 | – | – | 11,491 |
| Christopher L. Mapes Director | Oct 1, 2025 | Award | +1,400 | – | – | 1,400 |
| Bruce A. Carbonari Director | Oct 1, 2025 | Award | +1,400 | – | – | 8,419 |
| Jenniffer D. Deckard Director | Oct 1, 2025 | Award | +1,400 | – | – | 17,185 |
| Ellen M. Pawlikowski Director | Oct 1, 2025 | Award | +1,400 | – | – | 6,500 |
| Elizabeth F. Whited Director | Oct 1, 2025 | Award | +1,400 | – | – | 7,100 |
| Julie A. Beck Director | Oct 1, 2025 | Award | +1,400 | – | – | 1,400 |
| Frederick R. Nance Director | Aug 6, 2025 | Sale | −1,000 | $119.36 | $119.36K | 7,394 |
| Timothy R. Kinser VP-Operations | Jul 16, 2025 | Award | +1,058 | – | – | 23,719 |
| Timothy R. Kinser VP-Operations | Jul 16, 2025 | Award | +970 | – | – | 24,689 |
| Matthew T. Ratajczak VP-Global Tax and Treasurer | Jul 16, 2025 | Award | +292 | – | – | 21,129 |
| Matthew T. Ratajczak VP-Global Tax and Treasurer | Jul 16, 2025 | Award | +1,500 | – | – | 22,629 |
| Tracy D. Crandall VP, General Counsel and CCO | Jul 16, 2025 | Award | +1,200 | – | – | 24,757 |
| Tracy D. Crandall VP, General Counsel and CCO | Jul 16, 2025 | Award | +761 | – | – | 23,557 |
| Michael J. Laroche VP, Controller & CAO | Jul 16, 2025 | Award | +899 | – | – | 12,495 |
| Michael J. Laroche VP, Controller & CAO | Jul 16, 2025 | Award | +1,200 | – | – | 13,695 |
| Janeen B. Kastner VP Corp. Benefits/Risk Mgmt. | Jul 16, 2025 | Award | +1,443 | – | – | 123,087 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Timothy R. Kinser Officer | Jan 21, 2026 | 3,441 | $379.56K | Jan 21, 2026 | Grant |
| Frederick R. Nance Director | Nov 12, 2025 | 792 | $85.10K | Nov 11, 2025 | vested restricted stock |
| Frederick R. Nance Director | Aug 6, 2025 | 1,000 | $118.83K | Aug 6, 2025 | vested restricted stock |
| Frederick R. Nance Director | Nov 14, 2024 | 594 | $80.15K | Nov 14, 2024 | Restricted Stock Vesting |
| Michael J. Laroche Officer | Oct 31, 2024 | 3,615 | $463.15K | Oct 31, 2024 | Performance Share Distribution |
| Tracy D. Crandall Officer | Oct 18, 2024 | 3,718 | $495.24K | Oct 18, 2024 | Restricted stock award |
| Matthew T. Ratajczak Officer | Oct 7, 2024 | 3,156 | $404.94K | Oct 7, 2024 | PERS Grant Vesting |
| Frank C. Sullivan Officer, Director | Aug 16, 2024 | 57,083 | $6.62M | Aug 16, 2024 | SARS Vesting |
| Matthew T. Ratajczak Officer | Jul 29, 2024 | 1,452 | $170.26K | Jul 29, 2024 | PSU Grant |
| Russell L. Gordon Officer | May 15, 2024 | 11,665 | $1.33M | May 15, 2024 | SARS Grant Exercise |
| Matthew T. Ratajczak Officer | Feb 15, 2024 | 6,000 | $655.55K | Feb 15, 2024 | vesting of PERS and PSU Grants |
| Frederick R. Nance Director | Feb 15, 2024 | 6,000 | $655.55K | Feb 15, 2024 | vesting of PERS and PSU Grants |
| Frederick R. Nance Director | Feb 15, 2024 | 1,835 | $199.22K | Feb 15, 2024 | Dividend Reinvestment |
| Timothy R. Kinser Officer | Jan 10, 2024 | 2,380 | $254.66K | Jan 10, 2024 | Grant |
| Frederick R. Nance Director | Nov 13, 2023 | 1,266 | $123.12K | Nov 10, 2023 | RSUs |