General Mills, Inc. filings document material events for a packaged-food company with NYSE-listed common stock and multiple listed debt securities. Recent 8-K reports cover operating results and financial condition, executive and board changes, director independence and committee assignments, bylaw amendments, material-event disclosures, shareholder voting matters and capital-structure disclosures.
The company’s regulatory record also identifies registered securities including common stock and notes with varying maturities, as well as junior subordinated notes. Form 25 filings document the removal from listing and registration of specified note classes on the New York Stock Exchange.
GENERAL MILLS INC (GIS) director Joan Bottarini reported an acquisition of 654 phantom stock units tied to General Mills common stock. These units were credited on 2026-08-30 at a referenced value of $40.08 per unit through deferral of a cash director retainer, bringing her total phantom/common stock units to 2,052.497. Under the company’s Deferred Compensation Plan for Non-Employee Directors, each unit represents the right to receive the cash value of one share of common stock at the end of the deferral period, and the investment may be reallocated into alternative investments at any time.
GENERAL MILLS INC (GIS) director Stephen A. Odland reported an acquisition of 623 phantom stock units on August 30, 2026. The units were credited at $40.08 per unit under the company’s Deferred Compensation Plan for Non-Employee Directors, increasing his directly held phantom stock balance to 55,817.918 units. Each unit represents the right to receive the cash value of one share of General Mills common stock, payable in cash at the end of the deferral period, and may be reallocated into an alternative investment option at any time.
General Mills, Inc. (GIS) is the subject of an exempt solicitation in which several institutional investors, including Friends Fiduciary Corporation, ask shareholders to support Proposal 7 at the 2026 annual meeting on September 29, 2026. Proposal 7 requests a report, at reasonable cost and omitting proprietary information, assessing the effectiveness of General Mills’ human-rights policies and due‑diligence processes across its operations and supply chains, with emphasis on forced and child labor risks.
The proponents acknowledge recent company disclosures, including Responsible Sourcing audits and corrective actions, but argue that reporting is still focused on activities rather than outcomes, particularly in higher‑risk upstream agricultural sourcing such as sugarcane in India. They cite figures on audited sites and incidents, note visibility challenges beyond Tier 1 suppliers, and point to peer companies that provide more outcome‑oriented human‑rights metrics. The proposal states that General Mills would retain discretion over methods, indicators, scope, and implementation.
General Mills, Inc. outlines its long‑term Accelerate strategy, focused on four pillars: boldly building brands, relentlessly innovating, unleashing scale, and standing for good. Management highlights portfolio reshaping actions in fiscal 2026, including completing the divestiture of the U.S. Yogurt business, integrating the North American Whitebridge Pet Brands acquisition, and announcing planned divestitures of the Brazil business and Häagen‑Dazs shops in mainland China.
For fiscal 2026, General Mills reports net sales of $18.4 billion, adjusted operating profit of $2.8 billion, adjusted diluted EPS of $3.55, and free cash flow of approximately $1.6 billion, with free cash flow conversion of 85% of adjusted after‑tax earnings, all on a non‑GAAP basis. Organic net sales decreased 2%, and adjusted operating profit and adjusted diluted EPS each declined 16% on a constant‑currency basis.
The company returned $1.8 billion to shareholders through $1.3 billion in dividends and $500 million in share repurchases, and the board declared a quarterly dividend of $0.61 per share. General Mills targets $3 billion in cumulative cost savings by fiscal 2030, including at least $750 million in fiscal 2027. The proxy also details board composition, committee structures, sustainability commitments, and proposals for director elections, say‑on‑pay, auditor ratification, officer exculpation, a federal forum provision, and three shareholder proposals opposed by the board.
General Mills Chief Financial Officer Bruce Kofi A reported the withholding of 971 shares of common stock on 2026-08-01 at $35.75 per share to satisfy tax obligations, leaving 256,345.1867 shares held directly in this account.
He also reports indirect ownership of 203.2 shares held in trust under the General Mills Savings Plan.
General Mills, Inc. is asking shareholders to vote at its 2026 virtual annual meeting on the election of 12 directors, an advisory vote on executive compensation, ratification of KPMG as auditor, two charter amendments, and three shareholder proposals that the board opposes.
The company reports fiscal 2026 net sales of $18.4 billion, adjusted operating profit of $2.8 billion, adjusted diluted EPS of $3.55, and free cash flow of about $1.6 billion, with free cash flow conversion of 85% of adjusted after-tax earnings. It returned $1.8 billion to shareholders via $1.3 billion of dividends and $500 million of buybacks, and maintains a quarterly dividend of $0.61 per share.
Strategically, management highlights portfolio reshaping (including divesting the U.S. Yogurt business and planning exits from Brazil and Häagen-Dazs shops in mainland China), its “Accelerate” and “Remarkability” initiatives, and a target of $3 billion cumulative cost savings by fiscal 2030. The board emphasizes strong governance, majority independence, skills-based refreshment, and oversight of risk, human capital, and sustainability, including advancing regenerative agriculture and long-term greenhouse gas reduction goals.
GENERAL MILLS INC Chief Human Resources Officer Jacqueline Williams-Roll reported two bona fide gift transfers of Common Stock on July 7, 2026, totaling 674 shares. One gift of 337 shares was from indirect holdings "by Trust", and a separate 337-share gift was from her direct holdings. After these gifts, she reports 67,955.1759 shares held directly and 76,338.5910 shares held indirectly by trust.
GENERAL MILLS INC Chief Financial Officer Kofi A. Bruce reported compensation-related equity awards and updated holdings. He received 24,225 shares of common stock at a price of $0.00 per share, increasing his direct common stock holdings to 257,316.1867 shares after the transaction.
He was also granted a non-qualified stock option covering 121,125 shares of common stock at an exercise price of $36.12 per share, with 121,125 options shown as held after the grant. The option vests in four equal annual installments beginning on July 6, 2027 and is scheduled to expire on August 6, 2036.
In addition, an indirect holding entry shows 203.2 shares of common stock held in trust by the trustee of the General Mills Savings Plan, reflecting ownership through that plan rather than a new market transaction.
GENERAL MILLS INC Chairman and CEO Jeffrey L. Harmening reported new equity awards. He received a grant of 69,214 shares of Common Stock, recorded as a grant or award acquisition. He was also granted Non-Qualified Stock Options covering 346,069 shares of Common Stock with a $36.12 exercise price.
After these awards, Harmening directly holds 454,169.3201 shares of Common Stock. He also has indirect holdings of 361,141 shares and 7,550 shares through trusts. The option grant vests in four equal annual installments beginning on July 6, 2027.