STOCK TITAN

Lands' End (LE) CFO sells tender offer shares and adds new RSUs

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Lands' End CFO and Treasurer Bernard Louis McCracken III reported a mix of stock and RSU transactions. He exercised Restricted Stock Units into 5,106 shares of common stock and received a new grant of 13,150 RSUs, reflecting ongoing equity-based compensation.

He sold 3,362 common shares at $45.00 per share into a tender offer by LEWHP, LLC, while 8,581 shares were withheld at $11.56 per share to cover tax obligations on vesting. After these moves, he directly holds 50,556 common shares and 101,511 RSUs, indicating he retains a substantial equity stake in the company.

Positive

  • None.

Negative

  • None.
Insider McCRACKEN BERNARD LOUIS III
Role CFO and Treasurer
Sold 3,362 shs ($151K)
Type Security Shares Price Value
Exercise Restricted Stock Units 5,106 $0.00 --
Grant/Award Restricted Stock Units 13,150 $0.00 --
Sale Common Stock 3,362 $45.00 $151K
Exercise Common Stock 5,106 $0.00 --
Tax Withholding Common Stock 2,400 $11.56 $28K
Grant/Award Common Stock 13,150 $0.00 --
Tax Withholding Common Stock 6,181 $11.56 $71K
Holdings After Transaction: Restricted Stock Units — 88,361 shares (Direct); Common Stock — 40,881 shares (Direct)
Footnotes (1)
  1. Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock upon satisfaction of the vesting conditions. Shares withheld by the issuer to satisfy reporting person's tax withholding obligation incurred in connection with the vesting of RSUs. Shares sold pursuant to the tender offer by LEWHP, LLC, a wholly owned indirect subsidiary of WH Topco, L.P., to purchase up to 2,222,222 of the outstanding shares of common stock of the Registrant, in exchange for $45.00 per share in cash, upon the terms and subject to the conditions set forth in the Offer to Purchase, dated February 26, 2026 (as amended), and the related Letter of Transmittal. Shares issued upon the April 1, 2026 closing (the "Closing") of the Membership Interest Purchase Agreement by and among the Registrant, Lands' End Direct Merchants, Inc., WH Borrower, LLC, WH Topco, L.P., and LEWHP LLC, dated January 26, 2026, pursuant to the performance-based RSUs awarded on April 4, 2025, as modified March 5, 2026 (the "Retention Award"). Pursuant to the terms of the Retention Award, fifty percent (50%) of the Retention Award vested upon the Closing, twenty-five percent (25%) will vest upon the one-year anniversary of the Closing and twenty-five percent (25%) will vest on December 31, 2027, subject in each case to the satisfaction of vesting conditions, including maintaining a continuous business relationship through the applicable vesting date. This RSU award was granted on April 1, 2024, with vesting in three installments on April 1, 2025 (25%), April 1, 2026 (25%) and April 1, 2027 (50%). Pursuant to the terms of the Retention Award 6,575 shares will vest on April 1, 2027 and 6,575 shares will vest on December 31, 2027, subject in each case to the satisfaction of vesting conditions, including maintaining a continuous business relationship through the applicable vesting date. Of the total number of RSUs, 4,643 shares will vest on June 14, 2026; 10,212 shares will vest on April 1, 2027; 16,302 shares will vest on March 24, 2027 and 32,605 shares will vest on March 24, 2028; 6,149 shares will vest on March 23, 2027, 6,150 shares will vest on March 23, 2028 and 12,300 shares will vest on March 23, 2029; and 6,575 shares will vest on April 1, 2027 and 6,575 shares will vest on December 31, 2027, subject in each case to the satisfaction of vesting conditions, including maintaining a continuous business relationship through the applicable vesting date.
Shares sold in tender offer 3,362 shares at $45.00 Open-market sale via tender offer on April 1, 2026
RSUs vested/exercised 5,106 RSUs Exercised into common stock on April 1, 2026
New RSU grant 13,150 RSUs Grant/award acquisition on April 1, 2026
Shares withheld for taxes 8,581 shares at $11.56 Tax-withholding dispositions related to RSU vesting
Common shares held after 50,556 shares Direct common stock holdings following transactions
RSUs held after 101,511 RSUs Total Restricted Stock Units outstanding after transactions
Restricted Stock Units financial
"Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax withholding financial
"Shares withheld by the issuer to satisfy reporting person's tax withholding obligation incurred in connection with the vesting of RSUs."
Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.
tender offer financial
"Shares sold pursuant to the tender offer by LEWHP, LLC, a wholly owned indirect subsidiary of WH Topco, L.P."
A tender offer is a proposal made by a person or company to buy shares from existing shareholders at a set price, usually higher than the current market value, within a specific time frame. It matters to investors because it can lead to a change in ownership or control of a company, and shareholders must decide whether to sell their shares at the offered price.
Membership Interest Purchase Agreement financial
"Shares issued upon the April 1, 2026 closing (the "Closing") of the Membership Interest Purchase Agreement by and among the Registrant"
A membership interest purchase agreement is a contract used when someone buys an ownership stake in a limited liability company (LLC). It spells out what is being sold, the price, any promises about the business’s condition, and who takes responsibility for debts or legal issues—like a receipt and rulebook for the sale. Investors care because it transfers control, affects future cash flow and liabilities, and can change the value and tax treatment of their investment.
Retention Award financial
"pursuant to the performance-based RSUs awarded on April 4, 2025, as modified March 5, 2026 (the "Retention Award")."
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
McCRACKEN BERNARD LOUIS III

(Last)(First)(Middle)
5 LANDS' END LANE

(Street)
DODGEVILLE WISCONSIN 53595

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
LANDS' END, INC. [ LE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
CFO and Treasurer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock04/01/2026S3,362D$45(3)40,881D
Common Stock04/01/2026M5,106A$0(1)45,987D
Common Stock04/01/2026F2,400(2)D$11.5643,587D
Common Stock04/01/2026A13,150(4)A$056,737D
Common Stock04/01/2026F6,181(2)D$11.5650,556D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units$0(1)04/01/2026M5,106 (5) (5)Common Stock5,106$088,361D
Restricted Stock Units$0(1)04/01/2026A13,150 (6) (6)Common Stock13,150$0101,511(7)D
Explanation of Responses:
1. Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock upon satisfaction of the vesting conditions.
2. Shares withheld by the issuer to satisfy reporting person's tax withholding obligation incurred in connection with the vesting of RSUs.
3. Shares sold pursuant to the tender offer by LEWHP, LLC, a wholly owned indirect subsidiary of WH Topco, L.P., to purchase up to 2,222,222 of the outstanding shares of common stock of the Registrant, in exchange for $45.00 per share in cash, upon the terms and subject to the conditions set forth in the Offer to Purchase, dated February 26, 2026 (as amended), and the related Letter of Transmittal.
4. Shares issued upon the April 1, 2026 closing (the "Closing") of the Membership Interest Purchase Agreement by and among the Registrant, Lands' End Direct Merchants, Inc., WH Borrower, LLC, WH Topco, L.P., and LEWHP LLC, dated January 26, 2026, pursuant to the performance-based RSUs awarded on April 4, 2025, as modified March 5, 2026 (the "Retention Award"). Pursuant to the terms of the Retention Award, fifty percent (50%) of the Retention Award vested upon the Closing, twenty-five percent (25%) will vest upon the one-year anniversary of the Closing and twenty-five percent (25%) will vest on December 31, 2027, subject in each case to the satisfaction of vesting conditions, including maintaining a continuous business relationship through the applicable vesting date.
5. This RSU award was granted on April 1, 2024, with vesting in three installments on April 1, 2025 (25%), April 1, 2026 (25%) and April 1, 2027 (50%).
6. Pursuant to the terms of the Retention Award 6,575 shares will vest on April 1, 2027 and 6,575 shares will vest on December 31, 2027, subject in each case to the satisfaction of vesting conditions, including maintaining a continuous business relationship through the applicable vesting date.
7. Of the total number of RSUs, 4,643 shares will vest on June 14, 2026; 10,212 shares will vest on April 1, 2027; 16,302 shares will vest on March 24, 2027 and 32,605 shares will vest on March 24, 2028; 6,149 shares will vest on March 23, 2027, 6,150 shares will vest on March 23, 2028 and 12,300 shares will vest on March 23, 2029; and 6,575 shares will vest on April 1, 2027 and 6,575 shares will vest on December 31, 2027, subject in each case to the satisfaction of vesting conditions, including maintaining a continuous business relationship through the applicable vesting date.
/s/ Peter L. Gray as attorney-in-fact for Bernard L. McCracken04/06/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did Lands' End (LE) CFO report on April 1, 2026?

Lands' End CFO Bernard Louis McCracken III exercised 5,106 Restricted Stock Units into common shares, sold 3,362 common shares at $45.00, had 8,581 shares withheld for taxes, and received 13,150 new RSUs, reflecting routine compensation and portfolio management activity.

How many Lands' End (LE) shares did the CFO sell and at what price?

The CFO sold 3,362 common shares at $45.00 per share. The sale was executed through a tender offer by LEWHP, LLC, an affiliate of WH Topco, L.P., which offered cash consideration for up to 2,222,222 outstanding Lands' End common shares.

How many Lands' End (LE) shares and RSUs does the CFO hold after these transactions?

After the reported transactions, the CFO directly holds 50,556 shares of Lands' End common stock and 101,511 Restricted Stock Units. These holdings show he maintains significant equity exposure through both actual shares and unvested performance- and time-based RSU awards.

What new equity awards did the Lands' End (LE) CFO receive in this Form 4?

The CFO received 13,150 new Restricted Stock Units, each representing a right to one share upon vesting. Footnotes indicate portions of his RSU awards, including a Retention Award, will vest on dates through 2029 if service-based vesting conditions are met.

Why were some Lands' End (LE) shares withheld from the CFO on April 1, 2026?

A total of 8,581 common shares were withheld by Lands' End at $11.56 per share to satisfy the CFO’s tax withholding obligations. These obligations arose from the vesting of RSUs, and the withheld shares represent payment of required taxes rather than open-market sales.

What is the Retention Award mentioned in the Lands' End (LE) CFO’s filing?

The Retention Award is a performance-based RSU grant modified in March 2026. Fifty percent vested at the April 1, 2026 closing of a Membership Interest Purchase Agreement, with additional tranches vesting in 2027, subject to continued service and other vesting conditions.