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.
Pallot Mark A reported acquisition or exercise transactions in this Form 4 filing.
GENERAL MILLS INC Chief Accounting Officer Mark A. Pallot received a compensation-related award of 440 shares of common stock at no cost, described as performance stock units that vest on June 30, 2026. After this grant, he directly holds 18,539.462 common shares. He also has an indirect interest in 147.55 common shares held in Trust by the Trustee of the General Mills Savings Plan.
Ness Jonathan David reported acquisition or exercise transactions in this Form 4 filing.
GENERAL MILLS INC Chief Supply Chain Officer Jonathan David Ness received an award of 330 performance stock units that vest on June 30, 2026. This grant was recorded at a price of $0.00 per share, reflecting compensation rather than an open-market purchase.
After the grant, Ness directly owns 14,938 shares of General Mills common stock. He also has an indirect holding of 2,220.6 shares held in trust by the trustee of the General Mills Savings Plan, providing additional exposure through the company retirement plan.
Montemayor Jaime reported acquisition or exercise transactions in this Form 4 filing.
GENERAL MILLS INC reported a Form 4 for Chief Technology Officer Jaime Montemayor, showing an award of 2,934 shares of Common Stock at a price of $0.00 per share. A footnote explains this is an award of performance stock units that vest on June 30, 2026. After the award, Montemayor directly holds 165,522.029 shares. This is a compensation-related grant rather than an open-market purchase or sale.
Mascolo Elizabeth reported acquisition or exercise transactions in this Form 4 filing.
GENERAL MILLS INC Segment President Elizabeth Mascolo reported compensation-related equity activity. She received a grant of 880 performance stock units of Common Stock at $0.0000 per share, increasing her direct holdings to 35,907.287 shares. The award vests on June 30, 2026.
Separately, 2,147.160 shares of Common Stock are shown as held indirectly by a Trust through the General Mills Savings Plan. These entries reflect equity compensation and plan holdings rather than open-market buying or selling.
HARMENING JEFFREY L reported acquisition or exercise transactions in this Form 4 filing.
GENERAL MILLS INC Chairman and CEO Jeffrey L. Harmening reported an equity award on Common Stock. He received 14,668 shares as a grant or award at a stated price of $0.0000 per share, which is compensation rather than an open‑market purchase.
After this award, his directly owned Common Stock holdings increased to 399,290.3201 shares7,550 shares held "by Trust 2" and 361,141 shares held "by Trust." A footnote explains this is an award of performance stock units that vest on June 30, 2026.
Fernandez Ricardo reported acquisition or exercise transactions in this Form 4 filing.
General Mills Segment President Ricardo Fernandez received an equity award of 880 shares of Common Stock as a grant on June 29, 2026. The award is described as performance stock units that vest on June 30, 2026, and was granted at no cash cost to him.
Following this grant, Fernandez directly holds 77,078.613 shares of General Mills common stock. This is a routine compensation-related equity award rather than an open-market purchase or sale.
Bruce Kofi A reported acquisition or exercise transactions in this Form 4 filing.
General Mills Inc. Chief Financial Officer Bruce Kofi reported a compensation-related equity award. He received 3,740 shares of Common Stock as a grant or award, recorded at a price of $0.00 per share, increasing his direct holdings to 234,538.1867 shares.
The filing also shows 203.2 shares of Common Stock held indirectly by a trust under the General Mills Savings Plan. A footnote states the award consists of performance stock units that vest on June 30, 2026, highlighting that this is an incentive-based grant rather than an open-market purchase.
General Mills reported fiscal 2026 net sales of $18.4 billion, down 5%, with organic net sales down 2%. Operating profit fell 73% to $885.8 million, and the company posted a diluted loss per share of $(0.16), driven largely by non-cash impairments.
Adjusted operating profit was $2.81 billion, down 16% on a constant-currency basis, and adjusted diluted EPS declined 16% to $3.55. Impairment charges totaled $1.75 billion for North America Pet goodwill and pet brand intangibles, plus $53 million on the Uncle Toby’s brand.
Cash from operations was $2.17 billion, supporting $1.63 billion in free cash flow, dividends of $1.32 billion, and $500 million of share repurchases. Total debt and noncontrolling interests were $13.6 billion. For fiscal 2027, the company targets organic net sales between down 1.5% and up 0.5%, adjusted operating profit down 8–13%, and adjusted EPS of $3.00–$3.20.
General Mills reported a difficult fiscal 2026, with net sales of $18.4 billion, down 5 percent, and operating profit dropping 73 percent to $885.8 million. Results were hit by $1.8 billion of non-cash goodwill and brand intangible impairments and a $1.0 billion valuation loss tied to the planned Brazil divestiture, leading to a net loss of $87.6 million, or a diluted loss of $0.16 per share, versus EPS of $4.10 last year.
On an adjusted basis, operating profit was $2.8 billion, down 16 percent in constant currency, and adjusted diluted EPS was $3.55, also down 16 percent. The fourth quarter was stronger: net sales rose 1 percent to $4.6 billion and adjusted diluted EPS increased 27 percent in constant currency to $0.95, even though GAAP results showed a $3.74 loss per share due to the large non-cash charges.
The company is targeting $3 billion of cumulative cost savings by fiscal 2030, including at least $750 million in fiscal 2027, mainly from its Holistic Margin Management program and a global transformation initiative. For fiscal 2027, it expects organic net sales between down 1.5 percent and up 0.5 percent, adjusted operating profit down 13 to 8 percent from the $2.8 billion 2026 base, and adjusted diluted EPS between $3.00 and $3.20 per share. The board declared a quarterly dividend of $0.61 per share, continuing a 127-year history of uninterrupted dividends.
GENERAL MILLS INC General Counsel & Secretary Karen Wilson Thissen reported a tax-related share disposition. On June 28, 2026, 2,082 shares of common stock were transferred at $36.01 per share to cover tax obligations. Following this tax-withholding disposition, she directly holds about 82,198 shares of General Mills common stock.