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Treasury Shares8309Sumitomo Mitsui Trust Group,Inc.Banks

Notice Concerning the Continuation and Expansion of the Employee Incentive Plan (Restricted Stock Trust) and the Determination of Matters Relating to the Trust’s Acquisition of Shares

The employee stock delivery trust will be continued, and a new performance-linked plan for managers and other employees will be added. In connection with this, the trust will additionally acquire up to 1,200,000 shares of the Company for ¥7.1 billion.

Worth reading
26Immaterial
Scored from 4 of 5 sections
Direction
Neutral
Direction inferred from the company’s description.
Scale
71
¥ million
Wording
Conditional
How definitive the wording is.

Resolution on acquisition limit

Resolved 30 July 2026Acquisition through the exchange market, including off-auction transactions
Total acquisition price¥7.1 billion (maximum)
Maximum number of shares to be acquired1,200,000 shares (maximum)Common shares
Acquisition period

7 August 2026 to 31 August 2026 (予定)

Reason for acquisition

To enhance the Group’s corporate value by strengthening investment in employees as human capital and contributing to customers and society while creating new value. To enhance corporate value over the medium to long term by fostering the target employees’ awareness of participation in management and ownership mindset, strengthening their commitment to executing management strategies, and encouraging them to demonstrate stronger leadership in driving the organization. In addition, to enhance human capital by improving employee engagement and promoting the attraction and retention of talent with diverse expertise.

Resolution on acquisition limit
ItemDetails
Class of shares to be acquiredCommon shares
Maximum number of shares to be acquired1,200,000 shares (maximum)
Total acquisition price¥7.1 billion (maximum)
Acquisition period7 August 2026 to 31 August 2026 (予定)
Method of acquisitionAcquisition through the exchange market, including off-auction transactions
Reason for acquisitionTo enhance the Group’s corporate value by strengthening investment in employees as human capital and contributing to customers and society while creating new value. To enhance corporate value over the medium to long term by fostering the target employees’ awareness of participation in management and ownership mindset, strengthening their commitment to executing management strategies, and encouraging them to demonstrate stronger leadership in driving the organization. In addition, to enhance human capital by improving employee engagement and promoting the attraction and retention of talent with diverse expertise.
Resolution date30 July 2026
Items this document does not state (9)
Percentage of total issued sharesNumber of shares to be retiredPercentage of total issued shares before retirementScheduled retirement dateTotal number of issued shares after retirementCurrent number of treasury sharesTotal number of issued sharesChange in acquisition periodChange in acquisition limit

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

To strengthen investment in employees as human capital and enhance corporate value by contributing to customers and society and creating new value. In addition, to strengthen the target employees’ awareness of participation in management, ownership mindset and commitment to executing management strategies, thereby improving employee engagement, attracting and retaining talent, and enhancing human capital.

How to read this page

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Concerning the Continuation and Expansion of the Employee Incentive Plan (Restricted Stock Trust) and the Determination of Matters Relating to the Trust’s Acquisition of Shares | Sumitomo Mitsui Trust Group,Inc. (8309) timely disclosure | Komori