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CONAGRA BRANDS INC. (CAG) SEC Filings, Oct-Dec 2025

CAG NYSE

Welcome to our dedicated page for CONAGRA BRANDS SEC filings (Ticker: CAG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Conagra Brands, Inc. files SEC reports that document material events for its branded packaged food business and NYSE-listed common stock. Recent Form 8-K disclosures cover quarterly operating results, financial-condition updates, Regulation FD guidance, and press-release exhibits related to the company's fiscal-year performance and outlook.

The filings also record governance and corporate-structure matters, including executive officer appointments, board appointments, director committee assignments, compensation arrangements, shareholder voting matters and amendments to the company's bylaws. These records frame Conagra's public-company reporting around results, governance, capital-market disclosure and stockholder meeting procedures.

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Conagra Brands reported that one of its directors acquired 1,768.53 shares of common stock on 12/01/2025 at a price of $17.67 per share. The shares represent deferred director fees under the company’s Directors’ Deferred Compensation Plan and will be issued later based on the director’s prior election. After this transaction, the director beneficially owns 200,983.66 shares directly and 3,968.1 shares indirectly through a living trust, reflecting additional shares accumulated through dividend reinvestment features.

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Conagra Brands (CAG) officer reports insider transactions. The SVP, Corporate Controller sold 13,011 shares of common stock on 11/04/2025 at a weighted average price of $17.19, leaving 0 shares beneficially owned following the sale.

The filing also reports an award of 27,589 restricted stock units on 11/03/2025. Each RSU represents one share of common stock and will vest 100% on 11/3/2028, subject to earlier vesting upon certain events.

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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.

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Conagra Brands (CAG) reported an insider ownership update. The SVP, Corporate Controller filed a Form 3 effective 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.

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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.

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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.

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Conagra Brands, Inc. announced a leadership change in its finance organization. The Board of Directors appointed Melissa Napier as Senior Vice President, Corporate Controller and principal accounting officer, effective upon the previously announced departure of William E. Johnson on October 17, 2025. She will report to Executive Vice President and Chief Financial Officer David Marberger.

Ms. Napier, age 55, joined Conagra in April 2022 as Head of Investor Relations and became CFO of the Grocery & Snacks segment in January 2025. She previously held senior finance roles at US Foods, Sara Lee Corp., The Hillshire Brands Company, and Tyson Foods, and began her career in public accountancy, including two years at Deloitte. She is a CPA with an MBA from the University of Notre Dame and a bachelor’s degree in accounting from Wilkes University.

The company states there is no arrangement or understanding with any other person relating to her appointment, no family relationships with directors or executive officers, and no material related-party transactions requiring disclosure. Her compensation for fiscal 2026 was set by the Human Resources Committee consistent with other executive officers as described in Conagra’s 2025 proxy statement.

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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).

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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.

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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.

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FAQ

How many CONAGRA BRANDS (CAG) SEC filings are available on StockTitan?

StockTitan tracks 108 SEC filings for CONAGRA BRANDS (CAG), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for CONAGRA BRANDS (CAG)?

The most recent SEC filing for CONAGRA BRANDS (CAG) was filed on December 3, 2025.