[Form 4] Lamb Weston Holdings, Inc. Insider Trading Activity
Rhea-AI Filing Summary
Form 4 highlights: On 07/29/2025 Lamb Weston Holdings (LW) General Counsel & Chief Compliance Officer Eryk J. Spytek reported a single transaction coded "F"—withholding of shares to cover taxes on vested RSUs.
- Shares withheld: 721 common shares at an implied value of $59.46 each (≈$42.9 k).
- Post-transaction ownership: 23,370.9 shares held directly; 18,677 shares held indirectly through a revocable trust—total ≈42,048 shares.
- The "F" code signals no open-market sale; stock was surrendered back to the company, so cash proceeds were not realized by the insider.
The filing indicates routine tax-related settlement of equity compensation. No options or other derivatives were reported, and there is no change in insider status or additional transactions.
Positive
- Insider retains ≈42,000 shares, indicating continued equity alignment with shareholders.
- Transaction coded "F" confirms disposal was solely for tax withholding, not an elective sale.
Negative
- Direct share count declined by 721 shares, a marginal reduction in insider exposure.
Insights
TL;DR: Routine tax withholding; neutral for valuation.
The reported "F" transaction is an administrative share surrender linked to RSU vesting rather than a discretionary sale. The insider retains roughly 42 k shares, maintaining sizable exposure. Given the small size (≈0.03 % of LW’s 146 m shares outstanding) and non-cash nature, market impact should be immaterial. I classify the event as not impactful for near-term price action.
TL;DR: Signals continued alignment; minor share count reduction.
Spytek’s direct ownership decreased by 721 shares, but his aggregate stake remains substantial. Because the disposition was tax-driven and disclosed promptly, it raises no governance concerns. Persistence of both direct and trust holdings supports ongoing alignment between management and shareholders. Overall governance impact is neutral.