Treehouse Foods SEC Filings

Silver Point Capital, L.P. and related reporting persons filed an initial ownership report for TreeHouse Foods, Inc.5,050,083 shares of Common Stock02/10/2026. This reflects a stake large enough to be treated as a 10% owner.

The filing explains that investment funds managed by Silver Point hold the shares, Silver Point Capital Management, LLC is the general partner of Silver Point, and Messrs. Edward A. Mule and Robert J. O'Shea are members of that general partner. Mule and O’Shea each disclaim beneficial ownership of the securities held by the funds except to the extent of their pecuniary interests.

JANA Partners Management, LP, an indirect 10% owner and director-by-deputization of TreeHouse Foods, Inc., reported merger-related changes in its holdings. On 02/11/2026, 3,862,116 shares of common stock were disposed of to the issuer in connection with the completion of a merger.

Under the merger agreement, each TreeHouse common share was converted into the right to receive $22.50 in cash, less taxes and withholding, plus one contingent value right tied to potential proceeds from litigation relating to part of the coffee business. In addition, 7,727 restricted stock units held for JANA fully vested, were converted into common stock, and then into the same merger consideration, leaving no derivative or non-derivative shares reported as beneficially owned after these transactions.

TreeHouse Foods, Inc. has completed its previously announced merger with Industrial F&B Investments II, Inc. and Industrial F&B Investments III, Inc. Each share of common stock outstanding at the effective time was canceled and converted into the right to receive $22.50 in cash plus one contingent value right (CVR), without interest and less applicable withholding taxes.

Each outstanding RSU fully vested at closing and was canceled in exchange for cash equal to $22.50 per underlying share plus one CVR per underlying share, with the cash portion payable within ten business days, subject to tax withholding. JANA Partners Management reports that, as of the close of business on the transaction date, it no longer may be deemed to beneficially own any TreeHouse common stock or RSUs.

TreeHouse Foods EVP and CFO Patrick M. O'Donnell reported equity changes tied to the company's merger with Industrial F&B Investments II, Inc. On completion of the merger, each TreeHouse common share was converted into the right to receive $22.50 in cash, less taxes and withholding, plus one contingent value right linked to potential proceeds from litigation involving part of TreeHouse's coffee business.

O'Donnell's restricted stock units and performance share units fully vested at the effective time, were converted into the same merger consideration, and his resulting common stock was canceled in the transaction. Following these actions, he reported no remaining TreeHouse common stock or RSUs.

TreeHouse Foods executive Kristy N. Waterman, EVP, General Counsel and CHRO, reported the automatic settlement of her equity awards in connection with the closing of TreeHouse’s merger with Industrial F&B Investments entities. At the merger’s effective time, each share of TreeHouse common stock was converted into the right to receive $22.50 in cash, less taxes and withholding, plus one contractual contingent value right tied to potential proceeds from litigation involving part of TreeHouse’s coffee business.

Her 34,040 restricted stock units became fully vested, were canceled, and converted into the same merger consideration. In addition, performance share units vested based on 130% of target performance, and the corresponding shares were canceled and converted into the cash-and-CVR merger payout, with any remaining unvested portion canceled for no consideration.

TreeHouse Foods SVP and Chief Operations Officer Stephen Alan Landry reported equity changes tied to the company’s merger with Industrial F&B Investments. On February 11, 2026, 19,593 restricted stock units converted into an equal number of common shares, which were then canceled in exchange for the merger consideration of $22.50 in cash per share plus one contingent value right. In addition, performance share units vested at 130% of target, creating 21,664 common shares that were also canceled for the same merger consideration, leaving no shares directly owned after these transactions.

TreeHouse Foods SVP and Chief Strategy Officer Philip Amit reported merger-related equity conversions and cancellations in connection with the take-private of TreeHouse Foods, Inc. Under a merger with Industrial F&B Investments II, Inc. and Industrial F&B Investments III, Inc., each TreeHouse common share was converted at the effective time into the right to receive $22.50 in cash, less applicable taxes and withholding, plus one contractual contingent value right tied to net proceeds, if any, from specified coffee-business litigation.

On February 11, 2026, Amit exercised 17,261 restricted stock units, converting them into common stock, and then disposed of those shares back to the issuer as part of the merger consideration mechanics. Performance share units vested assuming 130% of target performance and were similarly canceled for the same merger consideration, leaving no remaining derivative or common stock holdings reported.

TreeHouse Foods CEO and President Steven Oakland reported automatic changes to his equity as part of TreeHouse’s merger. On 02/11/2026, each TreeHouse common share was canceled and converted into the right to receive $22.50 in cash plus a contingent value right tied to coffee‑business litigation proceeds.

Oakland exercised 157,734 restricted stock units into common stock, which, along with 369,521 other common shares, was disposed of to the issuer in the merger. Performance share units covering 281,598 shares vested at 130% of target and were also canceled for the same merger consideration, with any remaining unvested PSUs canceled for no payment.

TreeHouse Foods director Jean E. Spence reported equity transactions tied to the company’s cash acquisition. On February 11, 2026, all shares of TreeHouse common stock were automatically canceled in a merger where each share was converted into the right to receive $22.50 in cash plus one contractual contingent value right linked to litigation proceeds.

Spence’s 30,861 restricted stock units became fully vested, were converted into an equal number of common shares through a derivative exercise, and then those 30,861 shares were disposed of to the issuer as part of the merger consideration mechanics. An additional 2,022 common shares were also disposed of to the issuer, leaving Spence with no TreeHouse shares reported as beneficially owned after these transactions.