Welcome to our dedicated page for Lifeway Foods SEC filings (Ticker: LWAY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lifeway Foods Inc. filings document the regulatory record for an Illinois operating company whose common stock trades on the Nasdaq Global Market under the symbol LWAY. Its Form 8-K reports cover operating results, sales estimates, Regulation FD disclosures, material agreements, director appointments and resignations, and compensatory arrangements under the company's 2022 Omnibus Incentive Plan.
Proxy materials describe annual shareholder meeting matters, board and committee governance, executive compensation and equity-plan administration. The filing record also identifies the company's registered securities, including common stock and preferred stock purchase rights, and includes formal disclosures related to financial reporting, governance changes and capital-structure matters.
Lifeway Foods, Inc. major shareholder Edward Smolyansky reported multiple open-market sales of common stock. He sold 50,000 shares on June 30, 2026 at an average price of $29.56 per share and 55,794 and 55,754 shares on June 26, 2026 at weighted average prices of $29.87 and $28.64, respectively. He also sold 14,542 indirectly held shares on June 29, 2026 at an average price of $30.12 per share.
After these transactions, Smolyansky holds 852,642 shares directly, plus significant indirect holdings. Footnotes state that some shares are held by an Edward Smolyansky trust where he is trustee, by Smolyansky Holding LLC, and 100,000 shares are owned by his son, for which he disclaims beneficial ownership.
Lifeway Foods director Andee Harris received equity-based awards tied to future service. On July 1, 2026, Harris was granted 2,038 restricted stock units at an exercise price of $0.00 per unit, each representing a right to one share of common stock, subject to vesting conditions.
On June 30, 2026, Harris also received 566 shares of phantom stock with a value linked to Lifeway Foods common stock. Each phantom share corresponds to one common share and becomes payable when Harris no longer serves as a director. The phantom stock was acquired by deferring cash board compensation under the company’s Non-Employee Director Equity and Deferred Compensation Plan.
Chartier Kirk reported acquisition or exercise transactions in this Form 4 filing.
Lifeway Foods director Kirk Chartier reported equity-based compensation awards. He received 2,038 restricted stock units (RSUs) on common stock and 556 phantom stock units, each representing the right to receive one share of common stock at a future date.
The RSUs vest on future dates contingent on his continued service as a director, with tranches scheduled to vest on December 30, 2026 and July 1, 2027. The phantom stock units were granted in connection with his decision to defer cash fees for board service in the quarter ended June 30, 2026, and become payable when he no longer serves as a director.
Lifeway Foods director Susan Hultquist reported a new equity award and her existing restricted stock units. She received a grant of 2,038 restricted stock units, each representing a contingent right to one share of common stock at an exercise price of $0.0000 per share. These RSUs vest on July 1, 2027, conditioned on her continued service as a director through that date. A separate block of 2,512 RSUs is also reported, which vests on December 30, 2026 subject to the same continued-service requirement. The filing shows no open-market stock purchases or sales, only compensation-related awards.
Drori Rachel reported acquisition or exercise transactions in this Form 4 filing.
Lifeway Foods director Rachel Drori reported compensation in the form of restricted stock units. She was granted 2,038 RSUs, each representing a contingent right to receive one share of common stock, which vest on July 1, 2027 if she continues serving as a director through that date.
The filing also reflects an existing award of 2,512 RSUs scheduled to vest on December 30, 2026, likewise contingent on continued board service. These awards are non-cash equity compensation and do not represent open-market share purchases or sales.
Lifeway Foods director Dorri McWhorter reported equity compensation activity and updated holdings. She received a grant of 2,038 Restricted Stock Units (RSUs), each representing a contingent right to one share of common stock. She also exercised 1,356 RSUs into common stock at an exercise price of $0.00 per share.
Following these transactions, McWhorter directly holds 27,292 shares of common stock and retains unvested RSUs tied to continued board service. Footnotes state that certain RSUs vest on August 31, 2026, December 30, 2026, and July 1, 2027, aligning ongoing compensation with her future service as a director.
Lifeway Foods director Juan Carlos Dalto reported routine equity compensation and deferral activity. He received 2,038 new restricted stock units (RSUs), each representing a contingent right to one share of common stock, which vest on December 30, 2026 if he continues serving as a director.
Dalto also deferred receipt of 1,356 shares of common stock that vested on July 1, 2026, electing instead to receive 1,356 shares of phantom stock under the company’s Non-Employee Director Equity and Deferred Compensation Plan. In addition, he acquired 503 phantom stock units by deferring his cash board fees for the quarter ended June 30, 2026.
Following these transactions, Dalto directly holds 4,751 shares of common stock, 2,038 RSUs and 9,221 shares of phantom stock. The filing shows no open-market purchases or sales, only grants, exercises and deferrals of director compensation.
Lifeway Foods director Jason Scott Scher reported equity compensation changes, mainly awards and deferrals rather than open‑market trades. On July 1, 2026, 1,356 restricted stock units vested and were effectively exchanged for 1,356 shares of phantom stock under the company’s Non-Employee Director Equity and Deferred Compensation Plan, while his direct common stock holdings stood at 83,058 shares afterward.
He also received a grant of 2,038 new restricted stock units, each representing a contingent right to one share of common stock that is scheduled to vest on July 1, 2027 if he continues to serve as a director. Separately, on June 30, 2026, he acquired 828 shares of phantom stock by deferring cash board fees, bringing his phantom stock balance to 81,702 share-equivalents.
After these changes, Scher continues to hold additional unvested restricted stock units covering 1,550 and 2,512 underlying common shares, with vesting dates in August 2026 and July 2027, respectively, all tied to ongoing service on the board.
LWAY affiliate filed Rule 144 notices reporting proposed and recent sales of Common Stock.
The excerpt lists a proposed sale of 50,000 shares through Citigroup Global Markets Inc and multiple completed sale entries by Edward Smolyansky (dates and share counts shown). Transaction purpose entries include Gift and Cash.
LWAY filing under Form 144 discloses proposed sales of common stock. The record lists multiple transactions by Edward Smolyansky on including 24,000 shares on 05/15/2026 for $588,466.02, 25,000 shares on 05/14/2026 for $632,323.18, 50,000 shares on 06/22/2026 for $1,309,920.00, 38,452 shares on 06/24/2026 for $1,147,880.64, and 111,548 shares on 06/26/2026 for $3,263,599.87. The filing indicates Common Stock and lists Citigroup Global Markets Inc. as a broker on NASDAQ.