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Performance Food Group Co (PFGC) SEC Filings, Sep-Nov 2025

PFGC NYSE

Performance Food Group Company's SEC filings document an operating food and foodservice distributor with common stock registered on the New York Stock Exchange under PFGC. Its 8-K filings record quarterly results releases, Regulation FD disclosures, material agreements, other events, executive officer and board changes, and stockholder voting outcomes.

The filing record also covers capital-structure actions by Performance Food Group, Inc., including senior-note issuance, subsidiary guarantees, revolving-credit borrowings and redemption of prior notes. Governance disclosures address annual meeting votes, director elections, auditor ratification, executive compensation votes, leadership succession, risk factors and formal exhibit filings tied to company press releases.

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Performance Food Group Company (PFGC) reported a routine equity grant to one of its directors. On November 19, 2025, the director received 2,078 shares of common stock in the form of restricted stock units at a price of $0 as an equity award. After this grant, the director beneficially owns 36,799 shares directly. The restricted stock units vest in full on the earlier of November 19, 2026 or the next regularly scheduled annual meeting of stockholders, aligning the director’s compensation with shareholder interests over that period.

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Performance Food Group Company (PFGC) director reported a routine equity grant. On 11/19/2025, the director received 3,516 shares of common stock in the form of deferred stock units at a price of $0, increasing the director’s beneficial ownership to 22,746 shares held directly.

The deferred stock units vest in full on the earlier of November 19, 2026 or the next regularly scheduled annual meeting of stockholders. The underlying shares will be issued to the director after the director separates from service with the company.

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Performance Food Group Company reported the results of its 2025 Annual Meeting of Stockholders. Stockholders elected all nominated directors to one-year terms expiring at the 2026 annual meeting, with each nominee receiving a substantial majority of votes cast, including Barbara J. Beck, Danielle M. Brown, William F. Dawson, Jr., and the other named directors.

Stockholders also ratified the appointment of Deloitte & Touche LLP as the company’s independent registered public accounting firm for fiscal 2026, with 142,120,824 votes cast for the proposal. In addition, stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 140,233,233 votes in favor, 2,190,151 against, and 285,466 abstentions, alongside 2,619,466 broker non-votes.

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Performance Food Group Company reported higher sales but lower earnings for the three months ended September 27, 2025. Net sales rose to $17,075.9 million from $15,415.5 million, while gross profit increased to $2,016.6 million. Operating profit improved to $224.7 million, but higher interest expense of $104.4 million reduced income before taxes to $121.5 million. Net income was $93.6 million versus $108.0 million a year ago, with diluted EPS of $0.60 versus $0.69.

Operating cash flow used was $(145.2) million, driven largely by an inventory build, compared with $53.5 million provided last year. Total assets were $18,351.8 million; long‑term debt increased to $5,636.8 million. Under the ABL Facility, aggregate borrowings were $2,601.3 million with excess availability of $2,232.8 million and a 5.78% average interest rate. Segment Adjusted EBITDA rose across all segments: Foodservice $324.4 million, Convenience $121.0 million, and Specialty $94.0 million. The board authorized a $500 million share repurchase program in May 2025; $500 million remained available as of quarter end.

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Performance Food Group (PFGC): Schedule 13G/A filed. FMR LLC and Abigail P. Johnson reported beneficial ownership of 11,138,204.13 shares of PFGC common stock, representing 7.1% of the class as of 09/30/2025.

FMR LLC reports sole voting power over 10,918,753.84 shares and sole dispositive power over 11,138,204.13 shares. Abigail P. Johnson reports sole dispositive power over 11,138,204.13 shares and no voting power. The filing certifies the securities were acquired and are held in the ordinary course and not to change or influence control.

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Performance Food Group Company filed a Form 8-K announcing it furnished a press release with results for the fiscal quarter ended September 27, 2025. The press release is included as Exhibit 99.1.

The company states the information under Item 2.02 and Exhibit 99.1 is furnished, not filed, and therefore not subject to Section 18 liability, nor incorporated by reference unless specifically referenced.

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Performance Food Group Co. presents its definitive proxy outlining governance, director elections, auditor ratification, and executive compensation. Stockholders are asked to elect 13 director nominees, ratify Deloitte & Touche LLP as auditor for fiscal 2026, and approve named executive officer pay in a non-binding advisory vote. The proxy discloses a governance framework with independent directors, committee structures (Audit and Finance; Compensation; Nominating and Corporate Governance; Technology and Cybersecurity), proxy access, special meeting rights, and limits on outside directorships. Director pay includes a $105,000 cash retainer and $180,000 equity retainer, plus a $100,000 lead director equity retainer. CEO base salary was increased to $750,000 effective January 1, 2025. Long-term equity awards use Relative TSR metrics; recent performance-share vesting ranged from 171.60% to 185.56% of target for completed cycles. The company reports approximately 38,139 employees in North America and discloses use of non-GAAP measures (Adjusted EBITDA, Adjusted Diluted EPS) with reconciliations in Appendix A.

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Scott D. Ferguson and affiliated Sachem Head entities reported an indirect beneficial ownership of 3,350,000 shares of Performance Food Group Co (PFGC) on Form 3. The filing states it is an initial ownership statement and is filed jointly by Mr. Ferguson, Sachem Head Capital Management LP, Uncas GP LLC, and Sachem Head GP LLC, all sharing the same business address. The filing disclaims direct beneficial ownership except to the extent of any pecuniary interest.

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Performance Food Group Co insider Chasity D. Grosh, identified as Senior Vice President and Chief Accounting Officer, reported a sale of 434 shares of Common Stock on 09/28/2025 at a reported price of $104.3 per share. After the transaction she beneficially owned 8,444 shares, held directly. The Form 4 was executed by an attorney-in-fact on 09/29/2025. The filing shows transaction code F as reported on the form.

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Performance Food Group Company entered into a Cooperation Agreement with Sachem Head Capital and its affiliates, resolving a potential proxy contest around the 2025 annual meeting. Sachem Head withdrew its director nominations and business proposal in connection with the agreement.

The Board expanded from 12 to 13 members and appointed Scott D. Ferguson, a principal of Sachem Head, as a director with a term expiring at the 2025 annual meeting, and to the Audit and Finance Committee. The Company agreed to nominate him on its slate at that meeting, subject to conditions, and his compensation will match other non-employee directors on a prorated basis.

Sachem Head agreed, until a specified standstill termination date, to vote its shares in line with Board recommendations on director elections and most other matters, with limited exceptions tied to proxy advisor recommendations and extraordinary transactions. Mr. Ferguson submitted an irrevocable resignation letter that becomes effective if Sachem Head’s net long ownership falls below 1.0% of common stock or upon certain uncured material breaches of the agreement.

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FAQ

How many Performance Food Group Co (PFGC) SEC filings are available on StockTitan?

StockTitan tracks 171 SEC filings for Performance Food Group Co (PFGC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Performance Food Group Co (PFGC)?

The most recent SEC filing for Performance Food Group Co (PFGC) was filed on November 20, 2025.