Albertsons Companies, Inc. filings document material events for a public food and drug retailer, including furnished operating results, Regulation FD disclosures, board changes, and financing transactions. Recent 8-Ks cover quarterly and annual financial results, opioid-related claim disclosures, director appointments and resignations, and senior note offerings or refinancings involving the company and subsidiary co-issuers such as Safeway Inc., New Albertsons L.P., Albertson's LLC and Albertsons Safeway LLC.
The filing record also describes capital-structure terms for senior notes due 2031, 2032 and 2034, use of proceeds for debt refinancing and revolver repayment, stockholder-agreement governance matters, Class A common stock ownership references, exhibits, and Inline XBRL cover-page data.
Albertsons Companies executive Anuj Dhanda, Chief Technology & Transformation Officer, reported a series of equity award transactions on December 1, 2025. The activity involved time-based and performance-based restricted stock units that converted into Class A common stock and were immediately withheld by the company to cover FICA payroll taxes tied to Dhanda becoming eligible for early retirement.
One example is the withholding of 5,815 time-based restricted stock units from a grant of 129,267 units that was issued on May 1, 2025 and is scheduled to vest on May 1, 2027, at a price of $18.10 per underlying share. Similar withholding occurred across multiple grants, including awards originally sized at 22,774, 20,349, 23,872, 21,953, 25,756 and 22,263 restricted stock units with vesting dates between February 2026 and February 2028. After these transactions, Dhanda continues to hold substantial unvested restricted stock unit positions.
Albertsons Companies, Inc. (ACI) director Scott Wille filed an initial ownership report showing his holdings of the company’s Class A common stock as of 11/21/2025.
He directly owns 18,620 shares of Albertsons Class A common stock. The filing also notes that Cerberus Capital Management, L.P. and its affiliates hold 151,818,680 shares of Albertsons Class A common stock and report that ownership separately.
Wille is a Senior Managing Director of Cerberus and has the power to vote and dispose of Albertsons securities held by Cerberus, with his economic interest in those Cerberus-held shares limited to his pecuniary interest, if any.
Albertsons Companies (ACI) announced a Board change. On November 12, 2025, Lisa Gray resigned from the Board; the company stated her resignation was not due to any disagreement with management, the Board, or Company practices. Effective the same day, Scott Wille, a Senior Managing Director at Cerberus Capital Management, was appointed to the Board for a term expiring at the 2026 annual meeting. He has not been appointed to any committee.
Cerberus designated both directors under its stockholders’ agreement and holds 151,818,680 shares of ACI Class A common stock. Related-party arrangements are referenced from the 2025 proxy, and Wille may be deemed to have an indirect interest in those transactions.
Albertsons (ACI) insider activity: On 11/07/2025, EVP Retail Operations West Michael Withers was credited dividend-equivalent restricted stock units related to Albertsons’ quarterly dividend of $0.15 per share. These entries reflect credits on both unvested and performance-based RSUs and will vest and settle with the underlying awards. Examples in the filing include credited amounts such as 647 units. The reported derivative holdings are shown as directly owned.
Albertsons Companies, Inc. (ACI) reported insider equity activity for its EVP, Supply Chain, Manufacturing & Sourcing, Evan Rainwater. On 11/07/2025, the executive acquired dividend equivalent units credited to outstanding equity awards. The filing lists multiple entries of “Dividend Equivalent Units” granted at the company’s quarterly rate of $0.15 per share and tied to both unvested RSUs and accrued performance-based RSUs.
These dividend-equivalent RSUs will vest and settle with the underlying awards. The report shows several small credited lots, including 581 and 326 units on separate awards, all recorded with transaction code A for acquisitions.
Albertsons Companies (ACI) reported an insider Form 4 for EVP Retail Operations East, noting dividend-equivalent RSUs credited on 11/07/2025 tied to the company’s $0.15 quarterly dividend. These credits accrue on unvested RSUs and on accrued performance-based RSUs and will vest and settle with the underlying awards.
Entries include credits of 581, 306, 219, and 47 units on time-based RSUs, and 89, 51, and 37 units on performance-based RSUs. Following these transactions, reported derivative holdings for the related awards include amounts such as 69,251, 36,515, 26,148, and 5,587 units, as well as 10,623, 6,121, and 4,439 units.
Albertsons Companies (ACI) reported insider activity: SVP & Chief Accounting Officer Robert Bruce Larson was credited dividend-equivalent restricted stock units on 11/07/2025. Entries include 49, 128, 128, 53, 39, and 52 units tied to RSUs and performance-based RSUs, based on a $0.15 per‑share dividend. These units will vest and settle with the underlying awards. Ownership was reported as direct.
Albertsons Companies (ACI): Form 4 filing reports administrative equity updates for EVP & Chief HR Officer Michael Theilmann. On 11/07/2025, the reporting person was credited Dividend Equivalent Units tied to RSU awards at the company’s quarterly dividend rate of $0.15 per share.
Credits were recorded across multiple awards as follows: 164, 329, 385, 180, 130, and 134 Dividend Equivalent Units, each referencing Class A common stock. These units will vest and settle with their underlying RSUs as stated. Ownership is listed as direct for the derivative holdings following each transaction.
Albertsons Companies (ACI) filed a Form 4 reporting automatic crediting of dividend equivalent restricted stock units to EVP and Chief Commercial Officer Jennifer Saenz on 11/07/2025.
The entries reflect multiple grants of Dividend Equivalent Units tied to unvested RSUs and accrued performance-based RSUs. Each reported amount corresponds to the quarterly dividend equivalent of $0.15 per share, and these units will vest and settle with the underlying awards. Selected line items include acquisitions such as 581 units and 425 units, among others.
Albertsons Companies (ACI) insider transaction: A Form 4 reports that on 11/07/2025, the company’s Chief Merchandising Officer received dividend equivalent units credited as restricted stock units (RSUs). These entries reflect routine credits tied to the company’s quarterly dividend.
The filing lists multiple RSU line items, each credited as dividend equivalents at $0.15 per share. According to the notes, some RSUs relate to unvested awards that will vest and settle with their underlying grants, and others relate to accrued performance-based RSUs that will similarly vest and settle with the underlying awards.