Conagra Brands Inc SEC Filings

Conagra Brands (CAG): Form 144 notice of proposed sale. A holder filed to sell up to 13,011 shares of Conagra Brands common stock, with an aggregate market value of $223,626.59. The approximate sale date is 11/04/2025, through Merrill Lynch, on the NYSE.

The shares were acquired through vesting of stock awards on dates from 05/02/2023 to 07/24/2025. Shares outstanding are 478,351,641; this is a baseline figure, not the amount being sold.

Conagra Brands (CAG)10/17/2025, showing 13,011 shares of common stock held directly.

Derivative holdings include restricted stock units for 2,388 shares vesting on July 19, 2026; 5,396 vesting 50% on July 24, 2026 and 2027; and 11,820 vesting 33%, 33%, and 34% on July 17, 2026, 2027, and 2028.

BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 39,439,917 shares of Conagra Brands (CAG), representing 8.2% of the common stock as of the event date 09/30/2025. The filing lists 37,894,341 shares with sole voting power and 39,439,917 with sole dispositive power, with no shared voting or dispositive power.

BlackRock certifies the holdings were acquired and are held in the ordinary course of business and not to change or influence control. The filing notes that various persons may receive dividends or sale proceeds from these securities, and no single person has an interest exceeding five percent of the total outstanding common shares.

Director Thomas K. Brown purchased 10,000 shares of Conagra Brands, Inc. common stock on 10/07/2025 at a reported price of $18.72 per share. After the purchase, the director beneficially owns 60,167 shares; that total includes 317 shares acquired through dividend reinvestment since the last report. The transaction was reported on the Form 4 filed by a single reporting person and signed by an attorney-in-fact on 10/09/2025.

This filing records an open-market purchase by an independent director rather than an option exercise or company grant; the purchase increases the director's direct holdings and signals continued insider accumulation at the disclosed price point.

Thomas M. McGough, Executive Vice President & Chief Operating Officer of Conagra Brands, Inc. (CAG), filed an amended Form 4 reporting insider transactions dated 07/24/2025. The amendment corrects post-transaction beneficial ownership amounts. 11,419 restricted stock units (RSUs) vested on 07/24/2025 (granted 07/24/2024) and were reported as acquired at $0 per share, increasing direct holdings by those shares. The filing shows 5,059 shares were withheld for taxes at an average price of $19.30, reducing the net new shares delivered. After the transactions, Mr. McGough beneficially owns 236,210.67 shares directly and 111,303 shares indirectly (by trust), plus 400 shares indirectly (by spouse).

Conagra Brands executive Thomas M. McGough amended a Form 4 to report multiple transactions in July 2025 involving vested restricted stock units (RSUs) and tax-withheld share disposals. The filing shows 111,303 shares acquired under awards and dividend equivalents, with portions withheld for taxes (total withheld transactions of 48,837 shares across 7/17–7/20/2025). After the reported trades and vesting, Mr. McGough beneficially owned 244,473.67 shares directly and 111,303 indirectly (by trust) plus 400 shares indirectly by spouse, per the amended filing.

The RSUs disclosed were from grants dated 7/19/2023, 7/20/2022, and a long-term incentive plan for fiscal years 2023–2025, with remaining vesting schedules noted for some awards through 7/17/2028. The amendment corrects the number of shares withheld for taxes on 7/19/2025 and 7/20/2025.

Conagra Brands (CAG) reported first-quarter fiscal 2026 results showing active portfolio moves, restructuring progress, and notable tax and litigation items. The company completed divestitures and recognized a $42.8 million gain on one sale and a separate $0.4 million loss; one business sold for net proceeds of $601.2 million. Purchase price allocations included $130.0 million of goodwill and intangible assets of $55.8 million (non-amortizing) and $5.5 million (amortizing).

The Conagra Restructuring Plan has cumulative charges of $325.6 million with $4.4 million of charges in Q1 FY2026; additional costs are expected through fiscal 2026. The company reported an effective tax rate of 43.1% in Q1 FY2026 versus (42.4)% in Q1 FY2025, reflecting a $211.4 million income tax benefit from releasing valuation allowances and other tax items. Insurance receivables tied to prior events totaled $16.7 million as of August 24, 2025 and $81.8 million as of May 25, 2025. Conagra remains in compliance with amended credit covenants and anticipates $8.3 million of further pension contributions for FY2026.