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

Rhea-AI Filing Summary

Lamb Weston (LW) Form 4 dated 7/25/2025 discloses equity awards to Chief Supply Chain Officer Sylvia Wilks.

Wilks acquired 5,915 restricted stock units (RSUs) at no cost (Code A). The RSUs vest 33 %, 33 % and 34 % on 8/4/2026, 8/3/2027 and 8/1/2028, respectively. Her direct common-stock holdings increase to 22,683.2 shares, which includes 305.2 shares gained via dividend reinvestment since the prior report.

She also received 12,419 non-qualified stock options with a $60.86 exercise price, expiring 7/25/2032. These options become 100 % exercisable on 8/1/2028. Following the grant, Wilks beneficially owns 12,419 options.

No dispositions or open-market purchases occurred; all activity reflects routine long-term incentive compensation. The filing raises insider exposure but carries less immediate signaling weight than a cash purchase.

Positive

• Insider increased equity exposure by 5,915 RSUs, indicating continued commitment.
• Grant of 12,419 long-dated options aligns executive incentives with shareholder value.

Negative

• Awards are compensation grants rather than open-market purchases, limiting bullish signaling power.

Insights

Securities Analyst

TL;DR: Executive granted RSUs and options; no sales—moderately positive alignment signal.

The filing shows Wilks expanding her economic stake through 5,915 RSUs and 12,419 options. While the $60.86 strike sits near recent trading ranges, the long 2028 vesting horizon encourages retention and operational execution. Combined with a 22.7k-share direct holding, total exposure is meaningful for a supply-chain executive. Because the shares were awarded, not purchased, the signal is incentive-driven rather than a discretionary bullish bet, so market impact should be limited.

Corporate Governance Expert

TL;DR: Routine incentive grant enhances pay-for-performance structure; minimal governance concerns.

The RSU/option mix follows typical S&P 500 compensation practice, balancing retention (time-vest RSUs) with performance leverage (options). Vesting and exercisability dates align with the company’s three-year strategic cycle, promoting continuity. No accelerated vesting or unusual terms were noted, and the power-of-attorney signature is standard. From a governance standpoint, the grant supports alignment without introducing excessive dilution risk.

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

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

1. Name and Address of Reporting Person^*

Wilks Sylvia

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Supply Chain Officer

3. Date of Earliest Transaction (Month/Day/Year)
07/25/2025

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	07/25/2025		A		5,915(1)	A	$0	22,683.2(2)	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
Employee Stock Option (Right to Buy)	$60.86	07/25/2025		A		12,419		(3)	07/25/2032	Common Stock	12,419	$0	12,419	D

Explanation of Responses:

1. Represents restricted stock units ("RSUs") that vest 33%, 33% and 34% on August 4, 2026, August 3, 2027 and August 1, 2028, 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.

2. Includes 305.2 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature.

3. The stock options will become 100% exercisable on August 1, 2028.

	/s/ Eryk J. Spytek by Power of Attorney from Sylvia Wilks	07/28/2025
	** 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.
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FAQ

How many Lamb Weston (LW) shares does Sylvia Wilks now own?

22,683.2 common shares are held directly after the RSU award.

What equity was granted to Wilks on 07/25/2025?

She received 5,915 RSUs and 12,419 stock options with a $60.86 strike.

When do the new RSUs vest for LW's Chief Supply Chain Officer?

They vest 33 % on 8/4/2026, 33 % on 8/3/2027, and 34 % on 8/1/2028.

What is the expiration date of the newly granted LW stock options?

The options expire on 07/25/2032 and become fully exercisable on 08/01/2028.

Were any LW shares sold in this Form 4 filing?

No; the filing reports only acquisitions via equity awards.