Simply Good Foods (SMPL) insider activity: President and CEO Geoff E. Tanner reported equity transactions on 11/08/2025. He received 62,405 time-based RSUs at $0, and 6,235 shares were withheld at $19.99 to satisfy tax obligations upon RSU vesting. Following these transactions, he beneficially owns 154,360 shares directly.
The RSUs were granted under the 2017 Omnibus Incentive Plan and vest in three substantially equal annual installments beginning on November 8, 2026, subject to continued service.
Simply Good Foods (SMPL) reported an insider equity transaction by an officer (SVP and GM Atkins marketing). On 11/08/2025, the insider was granted 12,859 time‑based RSUs under the 2017 Omnibus Incentive Plan at $0 per unit. The RSUs vest in three substantially equal annual installments beginning November 8, 2026, subject to continued service.
On the same date, 780 shares were withheld at $19.99 to cover tax obligations upon vesting. Following these transactions, the insider beneficially owned 19,859 shares, held directly.
Simply Good Foods (SMPL) reported insider activity by its Chief Legal & Corporate Development Officer. On November 8, 2025, the officer received 20,090 time-based RSUs at $0, and acquired 3,334 shares upon vesting of performance-based RSUs at $0. To satisfy tax withholding tied to vesting, 1,894 shares were withheld at a price of $19.99 per share. Following these transactions, the officer beneficially owns 59,700 shares, held directly.
The newly granted RSUs vest in three substantially equal annual installments beginning on November 8, 2026, contingent on continued service.
Simply Good Foods (SMPL) reported an equity award to its CFO, Christopher J. Bealer. On November 8, 2025, he acquired 28,996 shares at $0 through a grant of time-based RSUs, with each RSU representing one share of common stock. Following this transaction, he beneficially owned 61,962 shares, held directly. The RSUs vest in three substantially equal annual installments beginning on November 8, 2026, subject to continued service.
Simply Good Foods (SMPL) reported an insider share purchase by its Chief Financial Officer, Christopher J. Bealer, on a Form 4. On 11/06/2025, the officer bought 9,946 shares of common stock at $20.01 per share (transaction code P). After this transaction, the officer beneficially owns 32,966 shares, held directly.
The Simply Good Foods Company filed its annual report, outlining a protein-focused snacking portfolio across the Quest, Atkins and OWYN brands and an asset-light model using contract manufacturers and two Indiana distribution centers. The company highlights marketing, innovation and selective M&A as growth drivers, including the OWYN Acquisition completed in June 2024.
Customer concentration remains high: Walmart represented approximately 31% of consolidated sales in fiscal 2025 and Amazon approximately 18%. As context, international net sales were about 2.0% of total net sales. The report emphasizes inflation and supply-chain pressures, volatile ingredient and packaging costs, competition, and the potential impact of weight-management medications on category demand.
As of October 17, 2025, there were 99,857,851 shares outstanding. The aggregate market value of common stock held by non‑affiliates was approximately $3.5 billion as of February 28, 2025, based on a $37.75 share price. The company reported 328 employees and continued investment in digital marketing and e-commerce across brands.
The Simply Good Foods Company (SMPL) furnished an 8-K announcing its fourth-quarter and full fiscal year results for the period ended August 30, 2025. Detailed results are provided in a press release attached as Exhibit 99.1, with an accompanying investor presentation available on the company’s website.
The information was furnished, not filed, meaning it is not incorporated by reference into registration statements unless expressly noted.
James M. Kilts, a director of The Simply Good Foods Company (SMPL), received a grant of 1,722 restricted stock units (RSUs) on 09/06/2025 as part of the companys non-employee director annual equity compensation. The RSUs were issued at a $0 price and represent contingent rights to one share of common stock each. Following the grant, Mr. Kilts beneficial ownership is reported as 86,354 shares. The RSUs are scheduled to vest in full on January 27, 2026, and the filing was signed by an attorney-in-fact on 09/09/2025. The filing notes the grant aligns the timing of director equity awards with the issuers Annual Meeting.
The Simply Good Foods Company (SMPL) Form 4 shows a director-level equity grant recorded on 09/06/2025. Joseph J. Schena, reporting as a director, was granted 1,722 restricted stock units (RSUs) as part of non-employee director annual equity compensation while the company shifts grant timing to align with its Annual Meeting. The RSUs vest in full on January 27, 2026, and each RSU represents the contingent right to receive one share of common stock. After this grant, the filing reports 18,457 shares beneficially owned by Mr. Schena. The Form 4 was signed by an attorney-in-fact on 09/09/2025.
The Simply Good Foods Company director Clayton C. Daley Jr. was awarded 1,722 restricted stock units (RSUs) on 09/06/2025 as part of non-employee director annual equity compensation. The RSUs carry no purchase price and vest in full on January 27, 2026, with each RSU converting into one share of common stock. After this grant, the filing reports Mr. Daley beneficially owns 95,243 shares. The grant aligns director pay timing with the company Annual Meeting.