CONAGRA BRANDS INC. (CAG) SEC Filings

CONAGRA BRANDS INC. (CAG) reported the initial holdings of executive Jill Kristen Dexter, EVP & President, G&S, in a Form 3. She holds 11,715 shares of Common Stock directly and three grants of restricted stock units (RSUs) covering 2,784, 8,339, and 21,160 underlying shares of Common Stock that vest between July 2027 and July 2029, or earlier upon certain events.

CONAGRA BRANDS INC. (CAG) director Ruth Ann Marshall reported an acquisition of deferred equity on September 1, 2026. She received the right to receive 1,629.42 shares of common stock in connection with her director fees, which have been deferred under the company’s Directors' Deferred Compensation Plan. These shares will be distributed to her later in line with her Plan election, and deferred amounts may not be transferred until that specified time. Following this award and prior dividend-equivalent accruals, she now holds 228,914.44 shares directly under the Plan, including 5,749.53 shares acquired since her last report through the Plan’s dividend equivalent reinvestment feature, plus 4,116.49 shares held indirectly in a Living Trust, which includes 88.54 shares acquired through dividend reinvestment since her last report.

Conagra Brands outlines board, governance, and performance context for the 2026 annual shareholder meeting. Shareholders of record on July 29, 2026 may vote at the virtual meeting on September 23, 2026 at Noon CDT. The board nominates 11 directors (10 independent plus CEO John Brase) and highlights recent refreshment, including the addition of directors John Mulligan and Pietro Satriano and the planned retirement of Manny Chirico.

The agenda includes four proposals: election of directors; an advisory vote on named executive officer compensation; ratification of KPMG LLP as independent auditor for fiscal 2027; and a shareholder proposal to limit board authority to issue “blank-check” preferred stock, which the board recommends voting against. Conagra reports fiscal 2026 revenue of $11.3B, GAAP loss per share of ($4.00), GAAP operating loss of ($1.6B), and net cash from operating activities of $1.4B. Non‑GAAP metrics include organic net sales of $11.0B, adjusted EPS of $1.72, adjusted operating profit of $1.3B, and free cash flow of $979M with a free cash flow conversion of 119%.

The company emphasizes innovation, better‑for‑you products, and a citizenship framework focused on good food, responsible sourcing, better planet, and stronger communities. Governance features include an independent board chair, fully independent key committees, proxy access, the ability for shareholders to call special meetings and act by written consent, and longstanding clawback and stock ownership policies.

State Street Corporation reported its position in Conagra Brands, Inc. common stock. The firm beneficially owned 16,541,117 shares of common stock, representing 3.5% of the outstanding class as of the reporting date.

State Street reported no sole voting or dispositive power over Conagra shares. It had shared voting power over 15,291,411 shares and shared dispositive power over 16,541,117 shares. The holdings are attributed to asset management subsidiaries including SSGA Funds Management, Inc. and various State Street Global Advisors entities.

Vanguard Portfolio Management LLC reports ownership of 29,471,552 shares of Conagra Brands Inc common stock on a Schedule 13G/A. This represents 6.15% of the outstanding class as of June 30, 2026.

Vanguard has sole voting power over 264,761 shares and sole dispositive power over 29,471,552 shares, with no shared voting or dispositive power. The position reflects securities held by Vanguard-managed funds and other client accounts where Vanguard or its specified affiliates exercise dispositive and/or voting power. No other single person has an interest in more than 5% of the securities reported.

Vanguard Capital Management filed an amended Schedule 13G reporting beneficial ownership of Conagra Brands Inc common stock. Vanguard reports beneficial ownership of 25,308,895 shares of Conagra, representing 5.28% of the outstanding common stock.

Vanguard has sole voting power over 3,744,650 shares and sole dispositive power over all 25,308,895 shares, with no shared voting or dispositive power. The position aggregates holdings managed by Vanguard Capital Management LLC and certain affiliated entities and funds; no single other person has an interest in more than 5% of the class through these holdings.

CONAGRA BRANDS INC. executive Noelle O’Mara, EVP & President, R & F, reported the settlement of vested restricted stock units into common stock and related tax withholding on July 24, 2026.

She converted 46,133 restricted stock units granted on July 24, 2024 into an equivalent number of common shares as scheduled vesting tranches. One grant vested 50% on July 24, 2025 and 50% on July 24, 2026; a second grant vested 33.33% on July 24, 2025 and 33.33% on July 24, 2026 and will vest 33.34% on July 24, 2027. In a separate transaction coded F, 20,438 common shares were withheld for taxes at $14.77 per share.

Conagra Brands executive Thomas M. McGough, EVP & COO, reported the vesting and conversion of 11,419 restricted stock units into an equal number of common shares on July 24, 2026. To satisfy tax withholding, 3,346 shares of common stock were withheld at $14.77 per share. He also reports indirect holdings of 111,303 shares held by a trust and 400 shares held by his wife.