Lamb Weston Hold SEC Filings

Form 4 filing – Lamb Weston Holdings (LW)

On 07/25/2025, director Timothy R. McLevish was granted 1,109 restricted stock units (RSUs). Each RSU converts into one common share upon vesting, which will occur on the earlier of (1) the first anniversary of the grant date or (2) the next Lamb Weston annual shareholder meeting, or sooner upon certain specified events. The award was reported at a price of $0, indicating a compensation-based grant rather than an open-market purchase. After the transaction, McLevish’s direct beneficial ownership increased to 51,609 shares. No dispositions or derivative security exercises were reported.

Insider transaction overview

• Reporting person: Director Paul T. Maass
• Issuer: Lamb Weston Holdings, Inc. (LW)
• Transaction date: 07/25/2025
• Security: 1,109 restricted stock units (RSUs) corresponding to common stock
• Cash paid: $0 – equity was granted, not bought
• Ownership form: Direct (D)
• Shares beneficially owned after grant: 1,109

The RSUs vest on the earlier of (1) the first anniversary of the grant or (2) LW’s next annual shareholder meeting, or sooner upon certain accelerated events. Each RSU converts into one share upon settlement, increasing Maass’s equity stake and aligning his incentives with shareholders. No dispositions, derivative transactions, or sales were reported.

Form 4 highlights: On 25 Jul 2025, Director Lawrence E. Kurzius acquired 1,109 restricted stock units (RSUs) of Lamb Weston Holdings, Inc. (ticker LW) at a cost basis of $0, according to the Form 4 filed on 28 Jul 2025. Each RSU is convertible into one share of LW common stock.

The RSUs will vest on the earlier of (1) the first anniversary of the grant or (2) the first annual meeting of LW stockholders occurring after the grant date, or sooner upon certain events, as detailed in the filing. Following this award, Kurzius directly owns 1,109 LW shares. No derivative securities, sales, or additional acquisitions were reported.

Lamb Weston Holdings, Inc. (LW) – Form 4 filing dated 07/28/2025

Director Ruth Kimmelshue reported the award of 1,109 restricted stock units (RSUs) on 07/25/2025. The RSUs will vest on the earlier of the first anniversary of grant or the next annual shareholders’ meeting, or sooner upon certain events. Each unit converts into one share of LW common stock upon settlement. No cash consideration was paid (reported price $0). After the grant, Kimmelshue’s direct beneficial ownership stands at 1,109 shares; no derivative positions or dispositions were disclosed.

The filing represents routine director equity compensation rather than an open-market purchase. While the absolute share count is small relative to Lamb Weston’s ~145 million shares outstanding, the grant modestly increases board-level equity alignment and signals continued director engagement. There are no sales, option exercises, or other transactions that would indicate insiders reducing exposure.

JANA Partners Management, LP filed a Form 3 disclosing initial beneficial ownership of 5,007,519 shares of Lamb Weston Holdings, Inc. (LW) common stock as of the event date 07/14/2025. The stake is reported as held directly by JANA through accounts under its management.

JANA may be deemed a director by deputization because Managing Partner Scott Ostfeld currently serves on LW’s board. The filing lists no derivative securities and is made by a single reporting person. Signature dated 07/24/2025 by Partner & CLO Jennifer Fanjiang completes the submission.

Lamb Weston Holdings, Inc. (LW) filed its FY 2025 Form 10-K. The company remains the #1 North-American supplier and a major international provider of value-added frozen potato products, selling in 100+ countries through two reportable segments: North America and International. About 35 % of FY 2025 sales originated outside the U.S. and the ten largest customers represented ~50 % of revenue; McDonald’s accounted for 15 %. LW owns or co-owns 26 production facilities and sources potatoes via long-term grower networks across multiple continents. Joint ventures include a 50 % stake in Lamb-Weston/RDO Frozen and a 75 %-owned Austrian JV.

Key data: Market value held by non-affiliates was $10.9 bn on 22 Nov 2024; shares outstanding at 17 Jul 2025 were 139.3 m. The workforce totals ≈10,100 (30 % outside the U.S.; 65 % of union contracts up for renewal within 12 months).

Strategic actions include an FY 25 restructuring to enhance efficiency plus a newly announced cost-savings program. LW plans $100 m of environmental capex in FY 2026 and $500 m over six years, focused on wastewater projects. Management cites numerous risks: commodity and energy inflation, labor shortages, supply-chain disruption, customer concentration, foreign exchange swings, tariffs and geopolitical conflicts. LW is not a shell company and qualifies as a large accelerated filer.

Lamb Weston Holdings, Inc. (NYSE: LW) filed a Form 8-K dated July 23, 2025 to furnish information under Item 2.02 (Results of Operations and Financial Condition). The filing states that the company issued a press release on the same date announcing its fiscal fourth-quarter and full-year 2025 financial results. The actual financial metrics are not included in the 8-K; instead, the release is provided as Exhibit 99.1 and incorporated by reference. No other material events, transactions, or changes were reported.

The 8-K therefore serves primarily as a procedural notice that the earnings press release has been publicly disseminated and placed on record with the SEC. Investors seeking quantitative details (revenue, EPS, guidance, etc.) must review Exhibit 99.1, which is not reproduced within this filing.