Conagra Brands Inc SEC Filings

Marshall Ruth Ann, a director of Conagra Brands, reported a Form 4 disclosing deferred-compensation share accruals and dividend reinvestments. On 09/02/2025 she was deemed to acquire 1,664.89 shares of Conagra common stock at a price of $18.77 in connection with director fees deferred under the company’s Directors' Deferred Compensation Plan. Following the transaction she beneficially owned 195,522.54 shares total. The filing also reports 3,906.59 shares held indirectly in a living trust and notes that 3,407.49 shares came from dividend-equivalent reinvestment under the Plan and 58.23 shares from dividend reinvestment since the last report.

Conagra Brands, Inc. (NYSE: CAG) — DEF 14A (2025)

Fiscal 2025 highlights reported in the proxy: Net sales $11.6B, EPS $2.40, operating profit $1.4B, net cash flow from operating activities $1.7B. On an adjusted basis the Company reported Adjusted EPS $2.30, Adjusted operating profit $1.6B, Free cash flow $1.3B and a free cash flow conversion rate of 118%. Conagra reduced net debt by $364M and returned $669M in dividends.

Portfolio and strategic actions disclosed: acquisition of Sweetwood Smoke & Co. (FATTY Smoked Meat Sticks), divestiture of its India joint venture (Agro Tech Foods Limited) in FY2025 and subsequent FY2026 sales of Chef Boyardee, Van de Kamp’s, and Mrs. Paul’s; innovation drove >$300M in retail sales and Healthy Choice introduced a "GLP-1 friendly" "On Track" badge. Proxy items include election of 10 directors, advisory approval of named executive officer compensation (say-on-pay), and ratification of KPMG LLP as independent auditor. The virtual Annual Meeting is set for September 17, 2025 (record date July 23, 2025).

Conagra Brands (CAG) EVP & President, New Platforms, Noelle O’Mara filed a Form 4 for 24 Jul 2025 transactions. Three restricted-stock-unit (RSU) tranches vested, delivering 46,132 common shares to the executive. To satisfy withholding taxes, the company automatically disposed of 20,438 shares at an implied $19.30 per share. Net of tax, O’Mara’s direct ownership rose by 25,694 shares to 25,720 shares.

All acquisitions were coded “A” (award) and all disposals “F” (tax-withholding), indicating scheduled equity-compensation settlement rather than discretionary market activity. No open-market buys or sales occurred and no new derivative positions were created. Given Conagra’s large float, the size of the net increase is immaterial, so the filing is viewed as routine with limited market impact.

Conagra Brands (CAG) – Form 4 insider filing

EVP & CFO David S. Marberger reported scheduled equity-compensation activity on 24 Jul 2025:

• 11,419 common shares acquired at $0 when restricted stock units (RSUs) vested.
• 5,059 shares withheld/sold at $19.30 (code “F”) to cover taxes.
• Post-transaction holdings: 299,401 common shares (direct) and 22,838 RSUs, with remaining tranches vesting 24 Jul 2026 (33.33 %) and 24 Jul 2027 (33.34 %).

No discretionary open-market trades occurred; the transactions stem from Conagra’s long-term incentive plan. The filing is therefore viewed as neutral, indicating ongoing alignment of the CFO’s interests with shareholders without signalling a change in insider sentiment.

Conagra Brands (CAG) Form 4 – EVP & Chief Supply Chain Officer Alexandre Eboli reported routine equity activity dated 07/24/2025.

• Acquisition: 10,962 common shares received upon partial vesting of previously granted restricted stock units (RSUs). The RSUs were granted 07/24/2024 and vest in three equal tranches through 2027. No cash was paid (code A, price $0).
• Disposition: 6,913 shares automatically withheld to cover taxes at an average price of $19.30 (code F).
• Net change: Direct ownership rises by 4,049 shares to 56,820 shares.
• Derivative position: 10,962 RSUs converted to stock (code M); 21,925 RSUs remain outstanding.

The filing neither signals open-market buying nor selling; it reflects scheduled vesting under the company’s long-term incentive plan. No other material events, earnings data, or strategic information are disclosed.

Conagra Brands (CAG) – Form 4, 28 Jul 2025. President & CEO Sean Connolly reported routine equity-compensation activity on 24 Jul 2025.

• Acquisition: 42,935 common shares issued on vesting of restricted stock units (RSUs); recorded at $0 cost (Code A).
• Withholding for taxes: 18,012 shares automatically surrendered to the company (Code F) at an implied price of $19.30.
• Net increase: Connolly’s direct holdings rise by 24,923 shares, bringing his direct ownership to ≈1.53 million shares.
• Derivatives: 85,872 RSUs remain outstanding after the partial vest, scheduled to vest 33.33 % on 24 Jul 2026 and 33.34 % on 24 Jul 2027.

No open-market purchases or sales occurred; transactions reflect normal executive compensation and tax withholding. Material impact to float and insider sentiment is neutral.