[Form 4] Lamb Weston Holdings, Inc. Insider Trading Activity
Rhea-AI Filing Summary
Insider equity grant: On 07/25/2025 Lamb Weston (LW) President-International Marc Schroeder filed a Form 4 reporting receipt of 7,558 restricted stock units (RSUs) at no cost and 15,869 employee stock options with a $60.86 exercise price.
The RSUs vest 33 % on 08/04/2026, 33 % on 08/03/2027 and 34 % on 08/01/2028, or sooner upon specified events. Each RSU converts into one common share at settlement. The option grant becomes 100 % exercisable on 08/01/2028 and expires 07/25/2032.
Post-transaction, Schroeder directly owns 31,803.56 common shares (including 569.49 shares from dividend reinvestment) and 15,869 options. No open-market purchases or sales were disclosed; the filing reflects routine equity compensation aimed at retention and alignment with shareholder interests.
Positive
- None.
Negative
- None.
Insights
TL;DR: Routine incentive grant; neutral signal, minimal dilution, reinforces executive alignment.
The award adds roughly 31 k shares (current) and 15.9 k unvested options to Schroeder’s stake, but represents less than 0.03 % of LW’s outstanding shares—immaterial to valuation or float. Lack of market purchases or sales means no directional insight into management’s view of the stock. Vesting over three years and a strike close to recent trading levels incentivise retention and performance without near-term cash outflow. Overall, a standard compensation event with negligible impact on earnings or capital structure.
TL;DR: Compensation structure appears conventional; no red flags.
The mix of time-based RSUs and options aligns with prevailing best practices, providing both ownership stake and performance leverage. Three-year vesting and a seven-year option term balance retention with shareholder protection. Grant size is proportionate for a business-unit president and disclosed timely, meeting Section 16 requirements. Governance risk remains low.