STOCK TITAN

Marzetti Co (MZTI) insider left holding 5,842 shares

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

MARZETTI CO (MZTI) reported an insider equity withholding by Kristin Bird, President-Foodservice Division. On 2026-08-15, Bird had 301 shares of Common Stock delivered or withheld at $116.05 per share to pay the exercise price or tax liability. Following this transaction, she directly holds 5,842 shares of Common Stock. The Rule 10b5-1 checkbox was not marked, so this event was not reported as occurring under a trading plan.

Positive

  • None.

Negative

  • None.
Insider Bird Kristin
Role President-Foodservice Division
Type Security Shares Price Value
Exercise Price or Tax Liability Common Stock 301 $116.05 $35K
Holdings After Transaction: Common Stock — 5,842 shares (Direct)
Shares delivered/withheld 301 shares Code F transaction on 2026-08-15 for exercise price or tax liability
Transaction price per share $116.05 Price applied to the 301 shares in the code F transaction
Shares held after transaction 5,842 shares Direct Common Stock holdings of Kristin Bird following the transaction
Code F transactions in filing 1 One exercise-price-or-tax-liability disposition reported in transactionSummary
Exercise-price-or-tax-liability shares 301 shares Shares identified in transactionSummary under exercisePriceOrTaxLiabilityShares
Common Stock financial
"security_title: "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
exercise-price-or-tax-liability disposition financial
"transaction_action: "exercise-price-or-tax-liability disposition""
Payment of exercise price or tax liability by delivering or withholding securities financial
"transaction_code_description: "Payment of exercise price or tax liability by delivering or withholding securities""
Rule 10b5-1 regulatory
"aff_10b5_one indicates the Rule 10b5-1 checkbox status"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

What insider transaction did MZTI report involving Kristin Bird?

MZTI reported that Kristin Bird had 301 Common Stock shares delivered or withheld on 2026-08-15 to pay the exercise price or tax liability. This was a Form 4 code F transaction, not an open-market buy or sell.

How many MZTI shares were involved in Kristin Bird’s latest Form 4?

The Form 4 shows 301 shares of MZTI Common Stock delivered or withheld in a code F transaction. These shares were used to satisfy the exercise price or tax obligations related to equity awards, rather than an open-market trade.

What price per share was used in Kristin Bird’s MZTI code F transaction?

The code F transaction used a price of $116.05 per share for the 301 shares delivered or withheld. This price is used for tax or exercise-price purposes and does not necessarily represent an open-market trading price.

How many MZTI shares does Kristin Bird hold after this transaction?

After the reported transaction, Kristin Bird directly holds 5,842 shares of MZTI Common Stock. This figure reflects her position following the delivery or withholding of 301 shares for exercise-price or tax-liability payment.

Was Kristin Bird’s MZTI Form 4 transaction under a Rule 10b5-1 plan?

No. The filing’s Rule 10b5-1 checkbox was not marked, indicating the 301-share code F transaction was not reported as executed under a pre-arranged 10b5-1 trading plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bird Kristin

(Last)(First)(Middle)
380 POLARIS PARKWAY

(Street)
WESTERVILLE OHIO 43082

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
MARZETTI CO [ MZTI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
President-Foodservice Division
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock08/15/2026F301D$116.055,842D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Patricia S. Callahan, Attorney-in-Fact08/17/2026
** Signature of Reporting PersonDate
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.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)