Phibro Animal SEC Filings

Phibro Animal Health (PAHC) insider filings show sales of Class A common stock tied to a pre‑set Rule 10b5‑1 plan by BFI Co., LLC, over which CEO and director Jack Bendheim exercises voting and dispositive power. Reported transactions occurred on 10/22/2025 (11,859 shares at a weighted average price of $40.2692), 10/23/2025 (3,520 shares at $40.1796), and 10/24/2025 (3,520 shares at $41.749).

Following these trades, 55,000 shares were beneficially owned indirectly via BFI, and 16,840 shares were held directly. The 10b5‑1 trading plan was adopted on May 30, 2025.

Phibro Animal Health (PAHC) insider activity: Reporting persons BFI Co., LLC and Jack Bendheim (Director, 10% Owner, President and CEO) reported sales and a conversion. Under a Rule 10b5‑1 plan, BFI sold 700 Class A shares on 10/17/2025 at a weighted average price of $40.0319 and 16,075 Class A shares on 10/20/2025 at a weighted average price of $40.3842.

On 10/21/2025, 50,000 shares of Class B Common Stock were converted into 50,000 shares of Class A on a one‑for‑one basis. Following these transactions, 73,899 Class A shares were indirectly beneficially owned, and 16,840 Class A shares were directly owned. After the conversion, 20,086,034 shares of Class B were indirectly beneficially owned.

Insider sales reported for PHIBRO ANIMAL HEALTH CORP (PAHC). On 09/30/2025 the filing shows dispositions of Class A common stock by BFI Co., LLC and Jack Bendheim. BFI reported a sale of 20,664 shares at a weighted average price of $40.38 (individual trade prices ranged $40.00–$40.635) and Jack Bendheim reported a sale of 16,840 shares.

The filing states the BFI sales were effected under a Rule 10b5-1 trading plan adopted May 30, 2025. After the reported transactions, BFI is shown as beneficially owning 40,674 shares, and Jack Bendheim directly holds the 16,840 shares he sold before the disposition shown on this Form 4. The filing is signed by an attorney-in-fact on behalf of both reporting persons.

Jack Bendheim and BFI Co., LLC filed a Form 4 reporting insider transactions in Phibro Animal Health Corporation (PAHC). On 09/18/2025 BFI sold 7,022 shares of Class A common stock at a weighted average price of $40.2637 under a Rule 10b5-1 trading plan adopted May 30, 2025. On 09/19/2025 the reporting parties acquired 30,000 Class A shares via conversion of 30,000 Class B shares at no cash cost. Following the reported transactions, certain Class A holdings are reported as 61,338 shares (indirect) and derivative-related Class A shares underlying converted Class B stock total 30,000. Jack Bendheim is identified as a director, President and CEO, and a >10% owner; BFI is a >10% owner.

Phibro Animal Health Corporation filed a definitive proxy describing items for its 2025 Annual Meeting, including the election of three Class III directors to serve until the 2028 annual meeting, an advisory vote to approve named executive officer compensation and a separate advisory vote on the frequency of such votes, and ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal 2026.

The filing discloses strong fiscal year results: net sales of $1,296.2 million (up 27%), net income of $48.3 million (increase of $45.8 million), diluted EPS of $1.19 (up $1.13), adjusted EBITDA of $183.7 million (up 65%), and adjusted net income of $84.9 million (up 76%, adjusted diluted EPS $2.09).

Compensation disclosures show the CEO’s annual total compensation of $5,284,122, median employee pay of $55,854, and a CEO-to-median pay ratio of 95:1. Multiple Bendheim family members serve as officers/directors; certain NEO pension and retirement arrangements are detailed.

Jack Bendheim and BFI Co., LLC reported insider sales of Phibro Animal Health Corporation (PAHC) Class A common stock executed under a Rule 10b5-1 trading plan adopted May 30, 2025. Between 09/09/2025 and 09/11/2025 the reporting persons sold a total of 16,840 shares in multiple transactions: 14,080 shares on 09/09/2025 at a weighted average price of $40.3296, 3,520 shares on 09/10/2025 at a weighted average price of $41.2885, and 3,520 shares on 09/11/2025 at a weighted average price of $40.948. The filings show beneficial ownership held indirectly by BFI with Bendheim exercising voting and dispositive power; Bendheim disclaims beneficial ownership except for his pecuniary interest. Forms were signed by an attorney-in-fact on 09/11/2025.

Form 144 notice for Phibro Animal Health Corporation (PAHC) indicating a proposed sale of 281,600 shares of Class A common stock through Goldman Sachs & Co. LLC on 09/04/2025. The filing lists an aggregate market value of $11,002,112 against 20,367,574 shares outstanding, and shows the securities were originally acquired on 04/14/2014 in a private placement from the issuer, with the consideration described as an exchange of securities. The filer reports no securities sold in the past three months and includes the standard representation that the selling person is not aware of undisclosed material adverse information.

Phibro Animal Health Corporation (PAHC) reports operations focused on animal health, including antibacterials, anticoccidials, nutritional specialties and vaccines, and discloses material risks, strategy and financial structure. The company highlights product families (e.g., Mecadox, Stafac, Bovatec, Terramycin) and vaccine platforms, expansion of vaccine production in Sligo, Ireland and a new facility in Guarulhos, Brazil, and ongoing microbial and bioproduct development. It identifies regulatory and market risks related to antimicrobial use classifications, potential restrictions under FDA guidance (including Guidance 273 and GFI 152), and reputational and demand impacts from consumer and regulatory actions. The company describes its 2024 Credit Facilities (term loans and a $310,000 revolving commitment) and existing indebtedness, interest rate hedges fixing portions of floating-rate debt, and availability under the revolver. Governance and capital structure details include Class A and Class B share counts and voting structures, dividend per share of $0.12 payable September 24, 2025, equity incentive plan metrics and RSU vesting conditions tied to 90-day average stock price thresholds. Audited financials by PwC are noted.