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BellRing Brands, Inc. filings document financial results, governance actions and capital-allocation disclosures for a public nutrition-products company. Its 8-K reports include quarterly and fiscal-year earnings releases, supplemental presentations, outlook updates, share repurchase authorizations and Regulation FD materials related to company communications.
Proxy and governance filings cover annual meeting matters, director elections, auditor ratification, executive compensation votes, board composition and committee assignments. Other Item 5.02 disclosures record executive-compensation arrangements and leadership-transition matters, while exhibits and Inline XBRL cover pages provide the formal record for material events reported under the Exchange Act.
BellRing Brands, Inc. appointed Michael Axelrod as its next President and Chief Executive Officer and a member of the Board, effective July 29, 2026, following a comprehensive external search. He succeeds Darcy Davenport, who will retire as CEO and director and move into an advisory role to support the transition.
Axelrod brings more than 30 years of consumer packaged goods experience, including CEO roles at Snak King, Del Real Foods and Passport Food Group and senior positions at TreeHouse Foods and Kraft Foods. His compensation includes a $1,000,000 annual base salary, an annual cash bonus targeted at 100% of salary with a 0–150% payout range based on performance, and a post-tax housing and car allowance totaling $10,000 per month.
He will receive an equity grant under the 2019 Long Term Incentive Plan with a grant date fair value of $4,750,000, split 40% into time-vesting RSUs over three years and 60% into PRSUs tied to three-year relative total shareholder return. Additional arrangements include severance protection of 2.0x cash compensation for qualifying terminations outside a change in control or 3.0x in connection with a change in control, extended COBRA coverage, a transaction bonus equal to 100% of salary upon a change in control, and a tax gross-up if excise taxes apply, all subject to non-compete and non-solicitation covenants.
BellRing Brands director David Isaiah Finkelstein reported receiving a grant of 2,447.1310 BellRing Brands, Inc. Common Stock equivalents on July 1, 2026. The grant was valued using a reference price of $12.94 per share and represents deferred retainer compensation for his board service.
These awards are credited quarterly under the company’s Deferred Compensation Plan for Directors and convert on a one-for-one basis into BellRing Brands common stock when he retires from the board. Following this grant, Finkelstein holds a total of 4,415.1790 common stock equivalents. The equivalents have no fixed exercisable or expiration dates.
STEIN ELLIOT JR reported acquisition or exercise transactions in this Form 4 filing.
BELLRING BRANDS, INC. director Elliot Jr. Stein received an award of 489.427 BellRing Brands Common Stock equivalents as part of his director retainer, valued using a reference price of $12.94 per unit. These units are credited quarterly under the company’s Deferred Compensation Plan for Directors and are settled in one share of Common Stock for each unit when he retires from the board. Following this award, Stein holds a total of 2,904.565 Common Stock equivalents. The units have no fixed exercisable or expiration dates, reflecting a long-term, deferred form of equity-based compensation rather than an open-market purchase or sale.
VITALE ROBERT V reported acquisition or exercise transactions in this Form 4 filing.
BELLRING BRANDS, INC. director Robert V. Vitale reported updated holdings and a compensation-related grant of stock equivalents. He now indirectly holds 214,483 shares of Common Stock through a 2020 Family Trust in his name and 248,021 shares through a 2020 Family Trust for his spouse, and directly holds 644,848 shares.
Vitale also received a grant of 4,507.873 BellRing Brands, Inc. Common Stock equivalents at $12.94 per equivalent, increasing his balance of these derivatives to 13,710.551 units. Footnotes explain that director retainers are deferred into Common Stock equivalents under the Deferred Compensation Plan for Directors and will be settled one-for-one in Common Stock upon his retirement from the Board.
BellRing Brands, Inc. director Jennifer Kuperman Johnson received a grant of 2,382.733 BellRing common stock equivalents as part of her quarterly board retainer, valued at $12.94 per equivalent. This award is credited under the company’s Deferred Compensation Plan for Directors and increases her directly held stock equivalents to 21,903.107. These equivalents convert into BellRing common shares on a one-for-one basis and are distributed when she retires from the Board, with no fixed exercisable or expiration dates.
CONWAY SHAWN reported acquisition or exercise transactions in this Form 4 filing.
BellRing Brands director Shawn Conway received a routine equity-based compensation grant. He was awarded 2,575.926 BellRing Brands common stock equivalents on 2026-07-01 at a reference value of $12.94 per share equivalent, increasing his holdings under this plan to 9,960.758 stock equivalents.
According to the company’s Deferred Compensation Plan for Directors, Conway’s board retainer is deferred into common stock equivalents and credited on a quarterly basis. These units are distributed one-for-one in BellRing Brands common stock when he retires from the board, and they have no fixed exercisable or expiration dates.
BELLRING BRANDS, INC. director Chonda J. Nwamu reported an acquisition of 2,447.1310 BellRing common stock equivalents as a compensation grant. These units were credited at a reference value of $12.94 per equivalent and increased the director’s total deferred common stock equivalents to 14,259.8110 held directly.
According to the company’s Deferred Compensation Plan for Directors, retainers earned as a director are deferred into BellRing common stock equivalents on a quarterly basis and later paid out one-for-one in BellRing common shares upon the director’s retirement from the board. The common stock equivalents have no fixed exercisable or expiration dates.
BELLRING BRANDS, INC. director Thomas P. Erickson reported a routine compensation-related equity grant. He received 3,670.695 BellRing Brands, Inc. Common Stock equivalents on July 1, 2026, credited at a reference price of $12.94 per share-equivalent.
These Common Stock equivalents mirror BellRing common stock on a one-for-one basis and are part of the company’s Deferred Compensation Plan for Directors. Erickson now holds a total of 28,591.795 Common Stock equivalents directly. The footnotes state that these equivalents have no fixed exercise or expiration dates and will be distributed in actual BellRing common shares when he retires from the Board.
BellRing Brands, Inc. Schedule 13G discloses beneficial ownership information for Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander. The filing states the reporting persons acquired beneficial ownership of more than 5% of the Common Stock on 06/23/2026 and then ceased to be beneficial owners of more than 5% by the filing date.
The cover data shows 4,136,176 shares associated with shared voting and shared dispositive power and lists that amount as 3.6% of the class. The filing attaches a Joint Filing Agreement dated 06/26/2026 and includes addresses and citizenship information for the reporting entities.
BellRing Brands, Inc. approved workforce realignment actions aimed at streamlining operations and improving financial and operational efficiency. The company expects annualized run-rate operating expense savings of approximately $10–$12 million before taxes, including about $3 million of non-cash stock compensation.
BellRing anticipates starting to realize these savings in the fourth quarter of fiscal 2026, with the majority expected in fiscal 2027, and estimates one-time workforce realignment charges of roughly $6 million, primarily for severance and related benefits, mostly in the third quarter of fiscal 2026. In connection with this realignment, Chief Growth Officer Douglas J. Cornille will step down from his role as of June 24, 2026 and depart the company effective September 1, 2026, receiving benefits consistent with existing long-term incentive and severance agreements.