Lamb Weston (LW) CFO receives large stock option and RSU awards
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Lamb Weston Holdings, Inc. Chief Financial Officer James D. Gray reported equity compensation awards, not open‑market trades. On April 10, 2026, he received several employee stock option grants to purchase common stock, including 7,644 options at an exercise price of $42.19, 99,668 options at $60.00, 99,668 options at $75.00, and 85,430 options at $85.00. These options become 100% exercisable on either February 6, 2029 or April 10, 2029, as specified.
Gray also acquired 54,985 shares in the form of restricted stock units, which vest in stages between February 16, 2027 and April 10, 2029. Following these grants, his directly held common stock position reported in this filing increased to 55,185 shares. The transactions reflect compensation‑related awards rather than discretionary buying or selling.
Positive
- None.
Negative
- None.
Insights
CFO received sizable option and RSU grants as routine compensation, not market trades.
The reporting shows Lamb Weston CFO James D. Gray receiving multiple employee stock options with exercise prices of $42.19, $60.00, $75.00, and $85.00, all becoming fully exercisable around 2029. He also received 54,985 restricted stock units vesting from 2027 to 2029.
These are A‑code grants and awards, typical of senior executive pay packages, and involve no cash purchases or sales in the market. From an investor perspective, this is a routine compensation disclosure rather than a directional trading signal, so it does not materially change the investment thesis.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
Gray James D
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Employee Stock Option (Right to Buy) | 7,644 | $0.00 | -- |
| Grant/Award | Employee Stock Option (Right to Buy) | 99,668 | $0.00 | -- |
| Grant/Award | Employee Stock Option (Right to Buy) | 99,668 | $0.00 | -- |
| Grant/Award | Employee Stock Option (Right to Buy) | 85,430 | $0.00 | -- |
| Grant/Award | Common Stock | 54,985 | $0.00 | -- |
Holdings After Transaction:
Employee Stock Option (Right to Buy) — 7,644 shares (Direct);
Common Stock — 55,185 shares (Direct)
Footnotes (1)
- Represents restricted stock units ("RSUs"). Of these RSUs: (a) 13,680 vest 33%, 33% and 34% on February 16, 2027, February 15, 2028 and February 13, 2029, respectively, or earlier upon certain events; (b) 37,923 vest 50% on each of April 13, 2027 and April 11, 2028, or earlier upon certain events; and (c) 3,382 vest 33%, 33% and 34% on April 13, 2027, April 11, 2028 and April 10, 2029, respectively, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. The stock options will become 100% exercisable on April 10, 2029. The stock options will become 100% exercisable on February 6, 2029.
Key Figures
Option grant at $42.19: 7,644 options at $42.19
Option grant at $60.00: 99,668 options at $60.00
Option grant at $75.00: 99,668 options at $75.00
+5 more
8 metrics
Option grant at $42.19
7,644 options at $42.19
Employee stock option grant on April 10, 2026
Option grant at $60.00
99,668 options at $60.00
Employee stock option grant on April 10, 2026
Option grant at $75.00
99,668 options at $75.00
Employee stock option grant on April 10, 2026
Option grant at $85.00
85,430 options at $85.00
Employee stock option grant on April 10, 2026
RSU grant
54,985 RSUs
Restricted stock units granted on April 10, 2026
Post-grant common stock
55,185 shares
Direct common stock holdings after RSU grant
Option exercisability date
April 10, 2029
Stock options become 100% exercisable on this date
Alternate exercisability date
February 6, 2029
Other stock options become 100% exercisable on this date
Key Terms
restricted stock units ("RSUs"), Employee Stock Option, exercise price, vest, +1 more
5 terms
restricted stock units ("RSUs") financial
"Represents restricted stock units ("RSUs"). Of these RSUs: (a) 13,680 vest 33%, 33% and 34%..."
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Employee Stock Option financial
"Employee Stock Option (Right to Buy)"
An employee stock option is a promise that lets a worker buy company shares later at a predetermined price, often after they stay for a certain period or meet performance goals — think of it like a coupon that locks in today's price for a future purchase. It matters to investors because options align employees’ incentives with company performance, can increase the number of shares outstanding (dilution) when exercised, and represent a compensation cost that affects reported profits and shareholder value.
exercise price financial
"conversion_or_exercise_price": "42.1900""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
vest financial
"13,680 vest 33%, 33% and 34% on February 16, 2027, February 15, 2028 and February 13, 2029..."
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
Chief Financial Officer financial
""officer_title": "Chief Financial Officer""
A Chief Financial Officer (CFO) is the person in charge of a company's money and financial planning. They decide how to spend, save, and invest funds to help the company grow and stay stable. Their role is important because good financial decisions keep the company healthy and successful.
FAQ
What insider transactions did Lamb Weston (LW) report for CFO James D. Gray?
Lamb Weston reported that CFO James D. Gray received multiple equity awards, including stock options and restricted stock units. All transactions were coded as grants (A), reflecting compensation, with no open-market purchases or sales disclosed in this Form 4.
What stock option grants did the Lamb Weston (LW) CFO receive?
James D. Gray received several employee stock option grants covering thousands of Lamb Weston shares at exercise prices of $42.19, $60.00, $75.00, and $85.00. These options are compensation awards that become fully exercisable in 2029, rather than immediate market purchases.
When do the Lamb Weston (LW) CFO’s RSUs from this filing vest?
The restricted stock units granted to CFO James D. Gray vest in tranches between February 16, 2027 and April 10, 2029. Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement, if vesting conditions are met.
Are the Lamb Weston (LW) CFO’s reported transactions considered buys or sells?
The transactions are classified as grants and awards, not open-market buys or sells. All Form 4 entries use transaction code A, indicating equity compensation grants of options and restricted stock units to the CFO rather than discretionary trading in Lamb Weston shares.