[144] Lumentum Holdings Inc. SEC Filing

Rhea-AI Filing Summary

On 29 July 2025 Seaboard Corporation submitted a Form 8-K (Item 2.02) to disclose that it has released a separate press release (Exhibit 99.1) containing its earnings for the three- and six-month periods ended 28 June 2025. Although the underlying revenue, profit and margin figures are not repeated in the filing, the Company announced that its Board of Directors has declared a quarterly cash dividend of $2.25 per common share. The dividend is payable on 18 Aug 2025 to shareholders of record as of 8 Aug 2025. The report is furnished rather than filed, meaning it is not subject to Section 18 liability and will not be incorporated by reference unless expressly stated. No additional material events, transactions, or changes in corporate governance are noted.

Positive

• $2.25 per-share cash dividend declared, payable 18 Aug 2025 to holders of record 8 Aug 2025

Negative

• None.

Insights

Financial Analyst

TL;DR: Routine 8-K; key takeaway is a $2.25 dividend, no earnings numbers provided—overall neutral impact.

The filing merely alerts investors that detailed Q2 and first-half 2025 results are available in an attached press release. Because the 8-K omits revenue, EPS or outlook, market reaction will hinge on the separate exhibit, not this notice. The declared $2.25 dividend is consistent with Seaboard’s historical rate and therefore does not signal a change in payout policy. In absence of guidance revisions or strategic announcements, I view the disclosure as neutral for valuation.

Corporate Governance Expert

TL;DR: Compliance-focused filing, no governance red flags detected.

Seaboard follows best practice by promptly furnishing results under Item 2.02 and explicitly segregating furnished information to limit Section 18 liability. Signature by CFO David H. Rankin and inclusion of XBRL cover tags meet regulatory requirements. No board or executive changes, material litigation, or control issues are reported, indicating routine governance status.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	22719	2499090.00	69400000	07/29/2025	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	08/15/2022	Restricted Stock	ISSUER			2212	08/15/2022	Not Applicable
Common	02/15/2022	Restricted Stock	ISSUER			2832	02/15/2022	Not Applicable
Common	08/15/2020	Restricted Stock	ISSUER			1122	08/15/2020	Not Applicable
Common	02/15/2021	Restricted Stock	ISSUER			3141	02/15/2021	Not Applicable
Common	08/22/2020	Restricted Stock	ISSUER			5193	08/22/2020	Not Applicable
Common	11/15/2021	Restricted Stock	ISSUER			2211	11/15/2021	Not Applicable
Common	05/15/2022	Restricted Stock	ISSUER			2365	05/15/2022	Not Applicable
Common	11/15/2020	Restricted Stock	ISSUER			2420	11/15/2020	Not Applicable
Common	08/18/2020	Restricted Stock	ISSUER			1223	08/18/2020	Not Applicable

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What dividend did Seaboard (SEB) declare on 29 July 2025?

$2.25 per common share.

When is the record date for Seaboard’s announced dividend?

Shareholders must be on record by 8 Aug 2025.

When will the dividend be paid to Seaboard investors?

The payment date is 18 Aug 2025.

Which fiscal periods’ results does the referenced press release cover?

The three and six months ended 28 June 2025.

Does this 8-K include detailed financial statements?

No; figures are in Exhibit 99.1, not reproduced in the filing.

Under which item of Form 8-K was the information furnished?

Item 2.02 – Results of Operations and Financial Condition.