Levi Strauss & Co. SEC Filings

Levi Strauss & Co. reported that board member Christopher McCormick has decided to retire from the Board of Directors, effective at the company’s 2026 annual meeting of shareholders. He will not stand for reelection at that meeting and will continue to serve until his current term concludes.

The company stated that Mr. McCormick’s decision to retire is not due to any disagreement with Levi Strauss & Co. or its Board. This reflects an orderly, planned transition in board composition rather than a dispute or abrupt departure.

Levi Strauss & Co. filed a current report to furnish a press release announcing its fourth quarter and full fiscal year 2025 financial results. The company issued the press release on January 28, 2026 and attached it as Exhibit 99.1.

The report states that this earnings information, including the exhibit, is being furnished rather than filed under the Exchange Act, which affects how it is treated for legal and liability purposes. No specific revenue, profit, or other financial figures are included in this document itself.

Levi Strauss & Co. filed its annual report outlining its global denim‑led apparel business, brand portfolio and key risks. The company sells Levi’s, Levi Strauss Signature and Beyond Yoga products in about 120 countries, with over half of net revenues generated outside the United States.

Management is pursuing a “Brand Led, DTC First, Power the Portfolio” strategy, targeting mid‑single‑digit annual net revenue growth to approximately $9–$10 billion and long‑term Adjusted EBIT margins of about 15%. Direct‑to‑consumer channels are growing, with company-operated stores contributing 33% and e‑commerce 11% of 2025 net revenues.

The report highlights portfolio changes, including discontinuing Denizen and agreeing to sell the Dockers business, as well as extensive sustainability and human-capital initiatives. It also details significant risks: macroeconomic volatility, foreign exchange, supply chain disruption, climate and extreme weather, public health crises, technology and cybersecurity, customer concentration, and reputational and regulatory pressures.

Levi Strauss & Co. insider plans to sell shares under Rule 144. A holder of Levi Strauss Class A common stock filed to sell 7,093 shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of 151,648.34. These Class A shares were acquired on 01/22/2026 via restricted stock vesting from the issuer as compensation, with payment recorded on the same date.

In the prior three months, the same seller, David Jedrzejek, sold 4,341 Class A shares on 11/10/2025 for gross proceeds of 89,424.60. The filing notes that the seller represents they do not know of any undisclosed material adverse information about Levi Strauss’s current or prospective operations.

Levi Strauss & Co. SVP and General Counsel David Jedrzejek reported equity compensation activity involving Class A common stock. On January 22, 2026, 10,440 performance-based restricted stock units (PRSUs) granted on January 27, 2023 vested and were settled in shares, and 12,200 PRSUs granted on June 1, 2023 likewise vested and settled, both at a reported price of $0.00 per share as they are awards, not open-market purchases.

To satisfy tax obligations upon these PRSU settlements, the company withheld 3,978 and 4,476 shares at a price of $21.55 per share. After these transactions, Jedrzejek beneficially owned 105,286 shares of Class A common stock directly, which includes 924 shares acquired on January 15, 2026 through the employee stock purchase plan.

Levi Strauss & Co. President & CEO Michelle Gass reported equity award activity in the company’s Class A common stock. On January 22, 2026, 225,247 performance-based restricted stock units granted on January 27, 2023 vested after the Board certified that specific performance criteria were met, resulting in the issuance of the same number of Class A shares at a price of $0.00 per share. On the same date, 119,888 shares were withheld at $21.55 per share to satisfy tax obligations related to the vested units. After these transactions, Gass directly owned 665,338 shares of Levi Strauss & Co. Class A common stock.

Levi Strauss & Co. executive Harmit J. Singh reported equity award activity involving the company’s Class A common stock. On January 22, 2026, 213,706 performance-based restricted stock units (PRSUs) granted on January 27, 2023 vested after the Board certified that performance criteria were met, resulting in the issuance of 213,706 shares at a price of $0.00 per share. On the same date, 107,946 shares were withheld at $21.55 per share to cover tax obligations from the PRSU settlement, leaving Singh with 434,107 Class A shares held directly after these transactions.

Levi Strauss & Co. director Jeffrey J. Jones II received an equity grant in the form of restricted stock units (RSUs). On 01/21/2026, he was awarded 2,067 RSUs tied to the company’s Class A Common Stock at a grant price of $0.00 per share, increasing his directly held beneficial interest to 2,067 shares.

Each RSU represents a right to receive one share of Class A Common Stock upon settlement. The RSUs will vest in full on the earlier of the day before the next annual stockholder meeting or the first anniversary of the grant date, and all units are subject to a deferral delivery feature, meaning the actual share delivery can be deferred according to plan terms.

Levi Strauss & Co. filed an initial insider ownership report for director Jeffrey J. Jones II showing no beneficial ownership of company securities. This Form 3 indicates that as of the event date of 01/21/2026, Jones, who serves as a director of Levi Strauss & Co. (symbol LEVI), does not beneficially own any Levi Strauss & Co. stock or derivative securities. The filing also includes a power of attorney, with the form signed by an attorney-in-fact on Jones’s behalf.