STOCK TITAN

Rosen family reports 7.2M Bed Bath & Beyond (NASDAQ: BBBY) shares ownership

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Bed Bath & Beyond insiders Mitchell Rosen and Sharon Rosen, together with two related revocable trusts, report aggregate beneficial ownership of 7,200,000 shares of Common Stock as of June 30, 2026. The filing states this represents ownership calculated on a base of 81,138,495 shares outstanding, yielding reported percentages of 8.9% for each individual and 4.4% for each trust. The filing breaks out sole and shared voting and dispositive powers for the individuals and trusts and attributes 3,600,000 shares to each trust and to each individual’s sole or shared powers where shown.

Positive

  • None.

Negative

  • None.

Insights

Large concentrated holding disclosed across two individuals and trusts.

The filing shows a combined position of 7,200,000 shares held by Mitchell Rosen, Sharon Rosen, and two affiliated revocable trusts, with each individual reported at 8.9% of the class.

The disclosure clarifies voting and dispositive powers by holder and trust; subsequent filings or proxy materials will show whether these holdings translate into coordinated voting influence.

Schedule 13G used to report passive/collective beneficial ownership details.

The schedule lists beneficial ownership amounts and the basis for percentage calculation using 81,138,495 shares outstanding. It includes attribution footnotes describing shared trustee relationships for the trusts.

Filers attach Exhibit 99.1 for identity/classification and executed signatures dated 07/07/2026; any future material changes should be reported per Section 13 requirements.

Aggregate beneficial ownership 7,200,000 shares As of June 30, 2026
Shares outstanding used for calculation 81,138,495 shares Calculation base combining April 24, 2026 figure plus 7,200,000 issued shares
Per‑person share allocation 3,600,000 shares Allocated to each individual and each trust in voting/dispositive tables
Individual ownership percentage 8.9% Mitchell Rosen and Sharon Rosen percentages based on 81,138,495 shares
Trust ownership percentage 4.4% Each revocable trust percentage based on 81,138,495 shares
beneficially owned regulatory
"the Reporting Persons beneficially owned an aggregate of 7,200,000 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power regulatory
"Sole Voting Power 3,600,000.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Schedule 13G regulatory
"Name of issuer: BED BATH & BEYOND, INC."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How many Bed Bath & Beyond (BBBY) shares do the Rosens report owning?

The Rosens report owning 7,200,000 shares combined. The Schedule 13G states this aggregate figure is as of June 30, 2026 and is allocated between Mitchell Rosen, Sharon Rosen, and two related revocable trusts.

What percentage of BBBY does 7,200,000 shares represent?

The filing uses 81,138,495 shares outstanding to calculate percentages. Based on that base, each individual is reported at 8.9% and each trust at 4.4% of the class.

How many shares does each Rosen individual or trust control?

Each individual and each trust is attributed 3,600,000 shares in the filing. The Schedule 13G shows sole and shared voting and dispositive powers tied to these 3,600,000‑share allocations.

What date anchors the ownership and percentage calculations?

Ownership is stated as of June 30, 2026. The percentage base of 81,138,495 shares outstanding combines 73,938,495 shares reported as of April 24, 2026, plus 7,200,000 shares issued in the transaction described in the filing.

Did the filing identify who has voting or dispositive power over the shares?

Yes; the Schedule 13G discloses sole and shared voting and dispositive powers. It assigns 3,600,000 shares of sole voting and dispositive power to each trust and corresponding shared powers to the individuals as detailed in the filing.





690370101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: The aggregate beneficial ownership includes 3,600,000 shares held by the Sharon Rosen Revocable Trust Dated March 21, 2017, over which the Reporting Person shares voting and dispositive power as co-trustee, and which the Reporting Person may be deemed to beneficially own by virtue of his relationship with Sharon Rosen.


SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: The aggregate beneficial ownership includes 3,600,000 shares held by the Mitchell A. Rosen Revocable Trust Dated March 21, 2017, which the Reporting Person may be deemed to beneficially own solely by virtue of her relationship with Mitchell Rosen.


SCHEDULE 13G





SCHEDULE 13G



Rosen Mitchell A.
Signature:/s/ Mitchell A. Rosen
Name/Title:Mitchell A. Rosen
Date:07/07/2026
Mitchell A. Rosen Revocable Trust
Signature:/s/ Mitchell A. Rosen
Name/Title:Mitchell A. Rosen, Trustee
Date:07/07/2026
Rosen Sharon
Signature:/s/ Sharon Rosen
Name/Title:Sharon Rosen
Date:07/07/2026
Sharon Rosen Revocable Trust
Signature:/s/ Sharon Rosen
Name/Title:Sharon Rosen, Trustee
Date:07/07/2026
Exhibit Information

See Exhibit 99.1 attached hereto.