Beyond Meat SEC Filings

Beyond Meat (BYND) insider filing: Chief Innovation Officer Dariush Ajami filed an amended Form 4 reporting a grant of 552,077 shares of common stock via restricted stock units on 10/31/2025, coded as an acquisition (“A”) at $0 per unit. The filing states these RSUs will vest in full on December 31, 2025. Following the transaction, Ajami beneficially owns 731,872 shares, held directly.

The amendment updates the previously reported grant date and number of RSUs that were originally reported as granted on October 16, 2025.

Beyond Meat (BYND) reported an amended Form 4 for an officer transaction. The Chief Legal Officer and Secretary received an award of 552,077 restricted stock units on 10/31/2025, which will vest in full on 12/31/2025.

Following this grant, the reporting person beneficially owns 654,223 shares, held directly. The amendment updates the previously reported grant date and share amount that had been shown as 10/16/2025.

Beyond Meat (BYND) CFO Lubi Kutua filed a Form 4/A reporting the award of 806,033 restricted stock units on 10/31/2025 at a reported price of $0. The RSUs will vest in full on December 31, 2025.

Following the transaction, Kutua beneficially owns 979,002 shares directly. The filing states this amendment updates the grant date and the number of RSUs previously reported as granted on October 16, 2025.

Beyond Meat (BYND) CEO Ethan Brown filed an amended Form 4 reporting an award of 4,416,616 restricted stock units of common stock on 10/31/2025 at $0. The RSUs will vest in full on December 31, 2025.

Following the reported transaction, Brown beneficially owns 6,043,834 shares directly and 639,881 shares indirectly through Brown Asset Holding LLC, which is wholly owned by the Ethan Brown 2022 GRAT. The amendment updates the grant date and number of RSUs previously reported as granted on October 16, 2025.

Beyond Meat filed an amended Form 8-K/A to correct Item 3.02 related to its exchange offer. The company disclosed it issued 1,684,270 new common shares and $1,004,000 in aggregate principal of 7.00% Convertible Senior Secured Second Lien PIK Toggle Notes due 2030 to eligible holders of its 0% Convertible Senior Notes due 2027.

The issuances were made in reliance on Section 4(a)(2) and Rule 506 of Regulation D and are not registered under the Securities Act. The exchange offer contemplated up to $202.5 million in new notes and up to 326,190,370 new shares. The company also noted related stockholder proposals will be considered at a special meeting, with details in a definitive Schedule 14A filed on October 17, 2025.

Beyond Meat completed the final settlement of its exchange offer. Following the October 30, 2025 final settlement, the company has issued a total of 317,834,446 new common shares and $209,721,000 in aggregate principal amount of new 7.00% convertible senior secured second lien PIK toggle notes due 2030 in connection with the exchange. The exchange covered 97.44% of the outstanding 0% Convertible Senior Notes due 2027, leaving $29,459,000 principal amount of the existing notes outstanding.

On the Final Settlement Date, the company exchanged an additional $5,938,000 principal amount of existing notes for 1,684,270 new shares and $1,004,000 of new notes, and earlier in connection with the offer issued 776,610 shares and $459,000 of new notes. The new securities, and the shares issuable upon conversion of the new notes, were offered in a private transaction under Section 4(a)(2) and Rule 506 and are not registered under the Securities Act.

Beyond Meat (BYND) reported an insider transaction by a director. On 10/27/2025, the reporting person sold 492 shares of common stock with a transaction code S, at a price of $2 per share. Following the sale, the director beneficially owns 41,209 shares, held directly. The filing notes the transaction was executed under a Rule 10b5-1 trading plan adopted on December 12, 2024.

Beyond Meat (BYND) furnished preliminary Q3 results and an arbitration update. Net revenue is expected to be approximately $70 million, in line with prior guidance.

Gross margin is expected at 10%–11%, including about $1.7 million tied to suspending and largely ceasing operations in China; excluding these charges, margin is expected at 12%–13%. Operating expenses are expected at $41–$43 million, including roughly $2 million of non‑routine items; excluding those, $39–$41 million. The company also expects a material non‑cash impairment of certain long‑lived assets; the amount is not yet estimated.

In a confidential arbitration with a former co‑manufacturer that had claimed at least $73.0 million in damages, the arbitrator issued an interim award finding the company had a valid basis to terminate the agreement. Further proceedings will address any attorneys’ fees, prejudgment interest and costs, and a final award has not yet been issued. A motion to re‑open the hearing was denied.

Beyond Meat (BYND): Insider Form 4 filed. Yi Luo, Vice President, Corporate Controller and Principal Accounting Officer, reported a tax withholding related to equity vesting. On 10/22/2025, 559 shares of common stock were withheld at $3.58 under transaction code F, which reflects shares withheld to cover taxes upon the vesting of restricted stock units under the 2018 Equity Incentive Plan. Following this, direct beneficial ownership stands at 21,293 shares.