[Form 4] Lamb Weston Holdings, Inc. Insider Trading Activity

Rhea-AI Filing Summary

On 29 Jul 2025, Lamb Weston (LW) President & CEO Michael J. Smith filed a Form 4 reporting a Code F transaction. The company withheld 718 common shares at $59.46 per share to satisfy tax obligations arising from the vesting of restricted stock units, a routine, non-discretionary event rather than an open-market sale. After the withholding, Smith directly owns 111,601.4 LW shares. No derivative securities were exercised or disposed, and his economic exposure to the stock remains largely unchanged.

Insights

Financial Analyst

TL;DR: Routine tax withholding; CEO still holds 111.6k shares—neutral signal.

Code F indicates shares were surrendered for payroll taxes tied to RSU vesting, not an elective sale. The size—718 shares versus a remaining 111.6 k holding—is immaterial to ownership or sentiment. No derivatives were exercised, and the filing does not alter float or raise liquidity concerns. Investors should view the event as administrative, with no clear bullish or bearish implication.

SEC Form 4

FORM 4

UNITED 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^*

Smith Michael Jared

(Last) (First) (Middle)

599 S. RIVERSHORE LANE

(Street)

EAGLE ID 83616

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Lamb Weston Holdings, Inc. [ LW ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President and CEO

3. Date of Earliest Transaction (Month/Day/Year)
07/29/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	07/29/2025		F		718(1)	D	$59.46	111,601.4	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

	/s/ Eryk J. Spytek by Power of Attorney from Michael J. Smith	07/30/2025
	** Signature of Reporting Person	Date
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.

FAQ

What insider transaction did Lamb Weston (LW) report on 29 Jul 2025?

A Code F withholding of 718 common shares by CEO Michael J. Smith to cover RSU tax liabilities.

How many LW shares were withheld and at what price?

718 shares were withheld at $59.46 per share.

What does Form 4 transaction code "F" mean?

Code F signifies share withholding by the issuer solely to satisfy tax withholding on equity awards.

How many LW shares does the CEO own after the transaction?

Michael J. Smith holds 111,601.4 shares directly after the withholding.

Does this filing signal bullish or bearish sentiment from the CEO?

Neither; the move is administrative for taxes and does not reflect discretionary buying or selling.