Tredegar SEC Filings

Reporting group filed an amendment to Schedule 13D disclosing collective beneficial ownership of 7,430,113 shares of Tredegar Corp common stock, equal to 21.29% of 34,892,602 shares outstanding. The position is concentrated: GAMCO Asset Management reports beneficial ownership of 5,994,705 shares (17.18%) and Gabelli Funds 1,151,108 shares (3.30%); several affiliated entities hold the remainder. The filers state they used approximately $3,534,657 in aggregate to acquire the additional shares since the prior filing, with client accounts funding most purchases. The filing lists detailed recent transactions by reporting entities and notes limited voting exceptions for certain shares.

Tredegar Corp (TG) Form 4 summary: James T. Gottwald, a company director, reported multiple dispositions of Tredegar common stock in late September 2025. The filing shows sales on 09/26/2025 and 09/29/2025 of 749 and 1,433 shares respectively at weighted prices of $8.00 to $8.02 and $8.0105, reducing his reported beneficial ownership to 775,897 shares after the 09/29 sale. The form also discloses larger indirect holdings: 847,469 shares, 10,000 shares, and 90,000 shares held in various trusts or by his spouse, with specific holdings held as co-trustee or owned by spouse where the reporting person disclaims beneficial ownership. The form was signed by an attorney-in-fact on 09/30/2025.

John D. Gottwald, a director of Tredegar Corp (TG), reported sales of Tredegar common stock in late September 2025. On 09/26/2025 he sold 749 shares at a weighted price of $8.00, and on 09/29/2025 he sold 1,433 shares at $8.0105. The filing shows the reporting person holds 1,917,639 shares directly and multiple indirect holdings reported as 12,953, 90,000, and 847,470 shares via family trusts and co-trustee arrangements. Following the reported sales the filing lists indirect beneficial ownership of 777,330 shares after the 09/26 sale and 775,897 shares after the 09/29 sale. Explanatory footnotes identify holdings by spouse and various family trusts and state the reporting person disclaims beneficial ownership of certain accounts.

William M. Gottwald, a director of Tredegar Corporation (TG), reported two open-market sales of common stock: 750 shares sold on 09/26/2025 at $8.00 and 1,432 shares sold on 09/29/2025 at a weighted price of $8.0105. After these transactions the filing shows 775,897 shares beneficially owned indirectly. The filing also discloses additional indirect holdings: 6,197 shares owned by his wife, 847,470 shares held as co-trustee for family beneficiaries, and 211,260 shares held in a revocable trust.

The report is signed and dated 09/30/2025.

TREDEGAR CORP (TG) insiders reported transactions on 09/19/2025. GAMCO Investors, Associated Capital Group, GGCP, Inc., and Mario J. Gabelli, each identified as a director and 10% owner or affiliated with those entities, disclosed a sale of 2,700 shares of Tredegar common stock at a price of $8.1556 per share. After the reported transactions, the filing shows 3,000 shares beneficially owned indirectly through Investment Partnership I and additional indirect holdings of 4,000 and 300 shares through Investment Partnership II and III, respectively.

The filing clarifies ownership structure: GAMCO Investors and Associated Capital Group hold less than 100% of the named entities, GGCP holds less than 100% of GAMCO and Associated Capital, and Mario J. Gabelli holds less than 100% of GGCP; the reporting persons disclaim ownership beyond their pecuniary interests. The Form 4 is signed by authorized representatives on 09/22/2025.

Insider dispositions reported for Tredegar Corp (TG). Multiple affiliated reporting persons including GAMCO Investors, Associated Capital Group, GGCP, Inc. and Mario J. Gabelli disclosed transactions in the issuer's common stock. The filing shows a sale on 09/16/2025 of 800 shares at $8.0863. After the reported activity, the filing lists indirect beneficial ownership positions of 5,700 shares (Investment Partnership I), 4,000 shares (Investment Partnership II) and 300 shares (Investment Partnership III). The report includes an explanatory note that the entities and Mr. Gabelli have less than 100% interest in the listed entities and disclaim ownership beyond their pecuniary interests.

Tredegar Corp (TG) insiders disclosed sales of common stock on 09/15/2025. Reporting persons include GAMCO Investors, Inc., Associated Capital Group, Inc., GGCP, Inc. and Mario J. Gabelli, each identified as a director and 10% owner. The filing shows a sale of 1,500 shares at $8.0853 and additional dispositions totaling 4,000 shares (noted as owned by Associated Capital Group, Inc.). After the transactions, the filing reports indirect beneficial holdings of 6,500; 4,000; and 300 shares through three investment partnerships.

The filing includes an explanation that the reporting entities and Mr. Gabelli have less than 100% interests in the named entities and disclaim ownership beyond their pecuniary interests. The form is signed and dated 09/16/2025.

Tredegar Corporation announced results of operations for the second quarter ended June 30, 2025 and furnished a press release as Exhibit 99 to this Form 8-K. The 8-K itself does not include numeric financial data; it serves to make the company's press release publicly available by reference.

The filing also states that the information in Item 2.02, including Exhibit 99, is being furnished and therefore is not deemed "filed" for purposes of Section 18 of the Exchange Act and is not automatically incorporated by reference into other filings. Investors must refer to Exhibit 99 for the detailed operating and financial figures referenced by the company.

Tredegar Corporation (TG) reported second-quarter 2025 consolidated sales of $179,116 thousand versus $153,940 thousand a year earlier and six-month sales of $343,853 thousand versus $297,912 thousand. Net income from continuing operations for the quarter was $1,828 thousand ($0.05 diluted EPS) versus $9,170 thousand ($0.27) in Q2 2024, while net income including discontinued operations was $1,731 thousand ($0.05) versus $8,792 thousand ($0.26).

EBITDA from ongoing operations totaled $15,994 thousand in Q2 2025 versus $23,040 thousand in Q2 2024, with Aluminum Extrusions EBITDA at $9,283 thousand and PE Films at $6,711 thousand. Gross margin declined to 13.6% from 19.2% year-over-year. The company completed the sale of Terphane (closed Nov 1, 2024) and received $60.0 million at closing plus $9.8 million in February 2025; proceeds were used to pay down ABL facility indebtedness. In May 2025 Tredegar amended its ABL to a $125 million revolver (maturity May 6, 2030) with $50.6 million available at June 30, 2025. The company disclosed a tariff increase effective June 4, 2025 to 50% and reported a ~20% decline in order rates after that step-up. The effective tax rate for the six months was 38.4% versus 16.6% in 2024.