Simply Good Foods director receives RSU award vesting Jan 27, 2026

Rhea-AI Filing Summary

James D. White, a director of The Simply Good Foods Company (SMPL), was granted 1,722 restricted stock units (RSUs) on 09/06/2025 as part of non-employee director annual equity compensation. The filing states these RSUs are a portion of the director grant made to align timing with the company’s Annual Meeting. Each RSU represents a contingent right to one share of common stock and vests in full on January 27, 2026. Following the grant, Mr. White beneficially owns 22,576 shares of SMPL common stock. The transaction was reported on Form 4 and signed by an attorney-in-fact on 09/09/2025.

Positive

• Grant disclosed transparently: The Form 4 clearly reports the RSU grant and resulting beneficial ownership.
• RSUs convert 1-for-1 to common shares: Each restricted stock unit represents the contingent right to one share, providing clarity on eventual share issuance.
• Vesting date specified: The RSUs vest in full on January 27, 2026, providing a defined timeline for potential share delivery.

Negative

• None.

Insights

Corporate Governance Expert

TL;DR: Director received 1,722 RSUs that vest in January 2026; disclosure aligns with routine director compensation adjustments.

The Form 4 discloses a non-employee director equity grant comprised of restricted stock units intended to align annual grant timing with the company’s Annual Meeting. The RSUs are standard compensation instruments for directors and convert one-for-one into common shares upon vesting. This is a routine, non-cash compensation event with future share issuance contingent on vesting on January 27, 2026. Reporting occurred promptly via Form 4, meeting Section 16 disclosure requirements.

Securities Analyst

TL;DR: The transaction is a typical director RSU grant; immediate market impact is likely neutral pending vesting and any future share issuance.

The filing shows 1,722 RSUs granted to a director on 09/06/2025, increasing reported beneficial ownership to 22,576 shares. Each RSU equals one share upon vesting on 01/27/2026. Because the award is restricted and subject to vesting, it represents future potential dilution rather than an immediate change in the float. The disclosure is straightforward and complies with Section 16 timing and content requirements.

SEC Form 4

FORM 4

UNITED 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

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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^*

WHITE JAMES D

(Last) (First) (Middle)

1225 17TH STREET, SUITE 1000

(Street)

DENVER CO 80202

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Simply Good Foods Co [ SMPL ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
09/06/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/06/2025		A		1,722(1)	A	$0	22,576	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents restricted stock units, or RSUs, that are a portion of each non-employee director's annual equity compensation as the issuer transitions the timing of non-employee director annual equity grants to align with the issuer's Annual Meeting. The RSUs vest in full on January 27, 2026. Each RSU represents the contingent right to receive one share of the issuer's common stock.

Remarks:

	/s/ Timothy R. Kraft, as Attorney-in-Fact for James D. White	09/09/2025
	** Signature of Reporting Person	Date
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.

FAQ

What change in ownership did James D. White report on Form 4 for SMPL?

The Form 4 reports a grant of 1,722 restricted stock units (RSUs) on 09/06/2025, bringing his beneficial ownership to 22,576 shares.

When do the RSUs granted to James D. White vest?

The RSUs vest in full on January 27, 2026.

What does each RSU represent in the Form 4 filing?

Each RSU represents the contingent right to receive one share of Simply Good Foods common stock upon vesting.

Was this Form 4 filed jointly or by one reporting person?

The filing indicates it was a Form filed by one reporting person (James D. White).

Who signed the Form 4 filing for James D. White and when?

The Form 4 was signed by Timothy R. Kraft, as Attorney-in-Fact for James D. White on 09/09/2025.