Every Form 4 that Treehouse Foods, Inc. (THS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow THS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full THS filings page.
TreeHouse Foods, Inc. insider filings show activity by investment manager Silver Point Capital, L.P. and related reporting persons around a go-private merger. On February 10, 2026, an entity managed by Silver Point executed an open-market purchase of 357,917 shares of TreeHouse Foods common stock at a weighted average price of $24.54 per share, across multiple trades within a stated price range.
Following this, on February 11, 2026, a separate transaction for 5,408,000 shares reflects the closing of a merger in which Industrial F&B Investments III, Inc. merged into TreeHouse Foods. At the merger’s effective time, each outstanding share of TreeHouse common stock was automatically canceled and converted into the right to receive $22.50 in cash, less applicable taxes and withholding, plus one contractual contingent value right tied to potential net proceeds from specified coffee-business litigation.
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 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.
TreeHouse Foods, Inc. director Joseph Scalzo reported automatic cash-out of his equity in connection with the company’s merger into Industrial F&B Investments II, Inc.’s wholly owned subsidiary.
At the effective time of the merger, each share of TreeHouse common stock was canceled and converted into the right to receive $22.50 in cash, less applicable taxes and withholding, plus one contingent value right tied to potential net proceeds from certain coffee‑business litigation. Scalzo exercised 7,727 restricted stock units into common shares and then disposed of a total of 14,031 common shares to the issuer as part of this merger consideration, leaving no reported direct holdings.
TreeHouse Foods director Jill A. Rahman reported transactions tied to the closing of the company’s merger with Industrial F&B Investments. At the merger’s effective time, each share of TreeHouse common stock was converted into the right to receive $22.50 in cash, less applicable taxes and withholding, plus one contingent value right linked to certain coffee-business litigation proceeds.
Rahman disposed of 19,367 shares of common stock in a disposition to the issuer as part of this merger conversion. In addition, 7,727 restricted stock units became fully vested, were effectively exercised into an equal number of common shares, and those shares were then canceled and converted into the same merger consideration.
TreeHouse Foods director Linda K. Massman reported transactions tied to the closing of a merger in which TreeHouse became a wholly owned subsidiary of Industrial F&B Investments II, Inc. Under the merger agreement, each share of TreeHouse common stock was automatically canceled and converted into the right to receive $22.50 in cash, less applicable taxes and withholding, plus one contractual contingent value right linked to certain coffee-business litigation proceeds.
Massman disposed of 31,374 shares of common stock in a disposition to the issuer and exercised 7,727 restricted stock units, which were fully vested and converted into the same merger consideration before the resulting common shares were also canceled in the merger.
TreeHouse Foods director Adam DeWitt reported merger-related equity transactions as the company was taken private. On February 11, 2026, each share of TreeHouse common stock was automatically canceled and converted into the right to receive $22.50 in cash, less taxes and withholding, plus one contractual contingent value right tied to litigation proceeds from part of TreeHouse’s coffee business.
DeWitt exercised 7,727 restricted stock units, each representing one share of common stock, and those RSUs became fully vested and were canceled in exchange for the same merger consideration. He also reported dispositions of 4,761 shares and 7,727 shares of common stock back to the issuer in connection with the merger, leaving him with no reported remaining common stock or RSUs.
TreeHouse Foods director Tyler Jason J. reported equity transactions tied to the closing of TreeHouse’s merger with Industrial F&B Investments II, Inc. On February 11, 2026, 22,669 restricted stock units were exercised into common shares and then canceled, and 8,192 directly held common shares were also canceled or disposed of to the issuer.
Under the merger, each share of TreeHouse common stock was automatically converted into the right to receive $22.50 in cash, less taxes and withholding, plus one contractual contingent value right linked to potential proceeds from litigation involving part of TreeHouse’s coffee business. All outstanding RSUs became fully vested and were similarly converted into this merger consideration.
JANA Partners Management, LP, a director by deputization and 10% owner of TreeHouse Foods (THS), reported selling 1,959,221 shares of common stock on February 10, 2026 at a weighted average price of $24.48, with individual trades ranging from $24.44 to $24.52.
After this sale, JANA reported beneficial ownership of 3,862,116 TreeHouse Foods shares held indirectly through managed accounts. JANA also reported the settlement of several cash-settled swap positions linked to TreeHouse Foods stock, reducing certain notional derivative exposures to zero, and stated the transactions were done to rebalance holdings of funds and accounts it manages.
TreeHouse Foods, Inc. Executive Vice President and Chief Financial Officer reported multiple equity transactions on 12/19/2025. Several blocks of restricted stock units were settled into common stock, including 5,307, 6,250, and 749 shares, all at an exercise price of $0. Shares totaling 1,555, 1,832, and 220 were withheld at $23.6 per share to cover minimum tax withholding obligations.
After these transactions, the officer directly owned 24,511 shares of common stock. The filing notes that portions of three RSU awards scheduled to vest in 2026 were accelerated in connection with Section 280G mitigation related to a pending transaction between TreeHouse Foods and Industrial F&B Investments III Inc., and that the accelerated awards are subject to potential clawback.
TreeHouse Foods, Inc. disclosed that its SVP, Chief Operations Officer sold 6,097 shares of common stock at $23.79 per share on December 16, 2025.
After this insider sale, the executive directly owned 0 shares of TreeHouse Foods common stock.