Lifeway Foods (LWAY) CFO logs RSU vesting, tax share surrender and 59,884 shares held
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Lifeway Foods, Inc. CFO Eric A. Hanson reported equity compensation activity involving restricted stock units and common shares. On June 16, 2026, 2,390 restricted stock units were exercised into the same number of shares of common stock, recorded as a grant or award at $0.00 per share. Of these shares, 994 common shares valued at $24.79 per share were surrendered to the company to cover tax withholding obligations; the footnotes state that no stock was sold in the market. After these transactions, Hanson directly owned 59,884 shares of common stock. Footnotes also indicate that additional restricted stock units remain outstanding, with tranches of 743 and 742 units scheduled to vest on March 28, 2027 and March 28, 2028, 1,261 units scheduled to vest on January 10, 2027, and 891, 891, and 890 units scheduled to vest on March 6 of 2027, 2028, and 2029, contingent on his continued service.
Positive
- None.
Negative
- None.
Insider Trade Summary
2,390 shares exercised/converted
Mixed
6 txns
Insider
Hanson Eric A
Role
CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 2,390 | $0.00 | -- |
| Grant/Award | Common Stock, no par value | 2,390 | $0.00 | -- |
| Tax Withholding | Common Stock, no par value | 994 | $24.79 | $25K |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 0 shares (Direct, null);
Common Stock, no par value — 59,884 shares (Direct, null)
Footnotes (1)
- Each restricted stock unit has a value equal to one share of common stock. The restricted stock units vested on June 16, 2026. No stock was sold. Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person. Each restricted stock unit has a value equal to one share of common stock. Of the remaining restricted stock units, 743 will vest on March 28, 2027, and 742 will vest on March 28, 2028, contingent on the Reporting Person's continued service on each applicable vesting date. Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 1,261 will vest on January 10, 2027, contingent on the Reporting Person's continued service on each applicable vesting date. Each restricted stock unit has a value equal to one share of common stock. Of such restricted stock units, 891 will vest on March 6, 2027, 891 will vest on March 6, 2028, and 890 will vest on March 6, 2029, contingent on the Reporting Person's continued service on each applicable vesting date.
Key Figures
RSUs exercised: 2,390 shares
Tax withholding shares: 994 shares
Tax withholding price: $24.79 per share
+4 more
7 metrics
RSUs exercised
2,390 shares
Restricted stock units converted to common stock on June 16, 2026
Tax withholding shares
994 shares
Shares surrendered for tax obligations at $24.79 per share
Tax withholding price
$24.79 per share
Value used for 994 surrendered common shares
Shares held after transaction
59,884 shares
CFO’s direct common stock holdings after June 16, 2026
RSUs vesting March 28, 2027
743 units
Future vesting tranche contingent on continued service
RSUs vesting January 10, 2027
1,261 units
Future vesting contingent on continued service
RSUs vesting March 6, 2029
890 units
Later vesting tranche contingent on continued service
Key Terms
Restricted Stock Units, tax withholding obligations, grant, award, or other acquisition, Exercise or conversion of derivative security, +1 more
5 terms
Restricted Stock Units financial
"Each restricted stock unit has a value equal to one share of common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax withholding obligations financial
"Such shares were surrendered to the issuer in connection with tax withholding obligations of the Reporting Person."
grant, award, or other acquisition financial
"transaction_code_description": "Grant, award, or other acquisition""
Exercise or conversion of derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
Payment of exercise price or tax liability by delivering securities financial
"transaction_code_description": "Payment of exercise price or tax liability by delivering securities""
FAQ
What equity transactions did Lifeway Foods (LWAY) CFO report on June 16, 2026?
The CFO reported exercising 2,390 restricted stock units into common shares at $0.00 per share and a related tax-withholding share surrender. These were compensation-related entries, not open-market purchases or sales of Lifeway Foods (LWAY) stock.
What future restricted stock unit vesting does the Lifeway Foods (LWAY) CFO have scheduled?
Footnotes show multiple future vesting dates for restricted stock units, including 743 and 742 units on March 28, 2027 and 2028, and 1,261 units on January 10, 2027. Additional tranches vest on March 6 of 2027, 2028, and 2029, subject to continued service.
How are the Lifeway Foods (LWAY) CFO’s restricted stock units valued in the filing?
Each restricted stock unit is described as having a value equal to one share of Lifeway Foods common stock. When they vest, one common share is delivered for each unit, aligning the CFO’s equity compensation directly with the company’s share count.