Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lamb Weston Holdings, Inc.LW · Entity 3684 | CHIEF SUPPLY CHAIN OFFICER | July 29, 2023 | August 01, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Lamb Weston Holdings, Inc.
Report date July 29, 2023 · Filed August 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,032.1 |
Ending reported balance
After 2023-07-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-07-29 · Tax withholding · Disposed 502 · Balance 26,742.1 F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Row 2 · 2023-07-30 · Tax withholding · Disposed 3,710 · Balance 23,032.1 F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units and performance shares for which the applicable performance condition had been satisfied but remained subject to the reporting person's continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units and performance shares for which the applicable performance condition had been satisfied but remained subject to the reporting person's continued service through the vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 30, 2023 Filed Aug 1, 2023 21:17 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 3,710 | $102.08 | $378,716.80 |
DisclosureSEC source: 0001415889-23-011657 · form4-08012023_090808.xml · nonDerivative · entry 2 Scheufler Gerardo · CIK 0001784876 · CHIEF SUPPLY CHAIN OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,032.1 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units and performance shares for which the applicable performance condition had been satisfied but remained subject to the reporting person's continued service through the vesting date. Read SEC document |
| July 29, 2023 Filed Aug 1, 2023 21:17 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 502 | $102.08 | $51,244.16 |
DisclosureSEC source: 0001415889-23-011657 · form4-08012023_090808.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · CHIEF SUPPLY CHAIN OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,742.1 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| July 27, 2023 Filed Jul 28, 2023 21:12 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 3,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-011573 · form4-07282023_090731.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · CHIEF SUPPLY CHAIN OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,244.1 F1 · shares: Represents restricted stock units ("RSUs") that vest 33% on August 6, 2024, 33% on August 5, 2025 and 34% on August 4, 2026, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. F2 · balance_after: Includes 123.3 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| January 09, 2023 Filed Jan 9, 2023 22:18 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | SaleCommon Stock | 4,389 | $99.41 | $436,324.97 |
DisclosureSEC source: 0001415889-23-000702 · form4-01092023_100142.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,598.8 F1 · balance_after: Includes 147.7 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 20:44 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 1,845 | $81.67 | $150,681.15 |
DisclosureSEC source: 0001415889-22-008714 · form4-08162022_010845.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,840.1 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 22:02 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | SaleCommon Stock | 2,786 | $81.01 | $225,701.10 |
DisclosureSEC source: 0001415889-22-008508 · form4-08112022_030854.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,685.1 F1 · price: Represents the weighted average price at which shares were sold. These shares were sold in multiple transactions at prices ranging from $81.01 to $81.03, inclusive. The reporting person undertakes to provide Lamb Weston Holdings, Inc., any security holder of Lamb Weston Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:33 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantPerformance Shares · Derivative | 8,202 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-008138 · form4-08022022_020820.xml · derivative · entry 3 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,202 Underlying: Common Stock · 8,202 shares Expires not disclosed F3 · security: Represents a performance share award that may be earned based on the increase in Lamb Weston Holding, Inc.'s stock price from the date of grant to the end of a three-year performance period ending May 25, 2025 above certain targeted levels. Each performance share represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. The performance shares are shown at the target level, and the actual amount earned after completion of the performance period may range from 0% (for stock price appreciation of less than 25%) to 100% of the target level (for stock price appreciation equal to 50%) and up to 300% of the target level (for stock price appreciation equal to or greater than 75%), subject to an overall payment value limit equal to eight times the grant value of the award. F3 · derivative.exercise_price: Represents a performance share award that may be earned based on the increase in Lamb Weston Holding, Inc.'s stock price from the date of grant to the end of a three-year performance period ending May 25, 2025 above certain targeted levels. Each performance share represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. The performance shares are shown at the target level, and the actual amount earned after completion of the performance period may range from 0% (for stock price appreciation of less than 25%) to 100% of the target level (for stock price appreciation equal to 50%) and up to 300% of the target level (for stock price appreciation equal to or greater than 75%), subject to an overall payment value limit equal to eight times the grant value of the award. F3 · derivative.exercise_date: Represents a performance share award that may be earned based on the increase in Lamb Weston Holding, Inc.'s stock price from the date of grant to the end of a three-year performance period ending May 25, 2025 above certain targeted levels. Each performance share represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. The performance shares are shown at the target level, and the actual amount earned after completion of the performance period may range from 0% (for stock price appreciation of less than 25%) to 100% of the target level (for stock price appreciation equal to 50%) and up to 300% of the target level (for stock price appreciation equal to or greater than 75%), subject to an overall payment value limit equal to eight times the grant value of the award. F3 · derivative.expiration_date: Represents a performance share award that may be earned based on the increase in Lamb Weston Holding, Inc.'s stock price from the date of grant to the end of a three-year performance period ending May 25, 2025 above certain targeted levels. Each performance share represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. The performance shares are shown at the target level, and the actual amount earned after completion of the performance period may range from 0% (for stock price appreciation of less than 25%) to 100% of the target level (for stock price appreciation equal to 50%) and up to 300% of the target level (for stock price appreciation equal to or greater than 75%), subject to an overall payment value limit equal to eight times the grant value of the award. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:33 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantEmployee Stock Option (Right to Buy) · Derivative | 28,957 | $0.00 Strike: $79.66 | $0.00 |
DisclosureSEC source: 0001415889-22-008138 · form4-08022022_020820.xml · derivative · entry 2 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,957 Underlying: Common Stock · 28,957 shares Expires 2029-07-29 F2 · derivative.exercise_date: The stock options will become exercisable as to 33%, 33% and 34%, respectively, on each of the first three anniversaries of the date of grant. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:33 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 3,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-008138 · form4-08022022_020820.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,471.1 F1 · shares: Represents restricted stock units ("RSUs") that vest 33%, 33% and 34%, respectively, on each of the first three anniversaries of the date of grant,or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 21:42 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 5,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007929 · form4-07222022_020713.xml · nonDerivative · entry 3 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,705.1 F4 · shares: Represents performance shares for which the applicable performance condition has been satisfied but which remain subject to the reporting person's continued service through the vesting date of July 29, 2024. Each performance share represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 21:42 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 897 | $74.61 | $66,925.17 |
DisclosureSEC source: 0001415889-22-007929 · form4-07222022_020713.xml · nonDerivative · entry 2 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,062.1 F3 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of performance shares. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 21:42 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 3,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007929 · form4-07222022_020713.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,959.1 F1 · shares: Shares of common stock received upon vesting of performance shares, including dividend equivalents paid in additional shares of common stock on the earned amount. F2 · balance_after: Includes 157.57 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| January 12, 2022 Filed Jan 13, 2022 22:56 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | SaleCommon Stock | 3,768 | $69.35 | $261,319.47 |
DisclosureSEC source: 0001415889-22-000537 · form4-01132022_020114.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, CHIEF SUPPLY CHAIN OFF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,118.53 F1 · price: Represents the weighted average price at which shares were sold. These shares were sold in multiple transactions at prices ranging from $69.30 to $69.39, inclusive. The reporting person undertakes to provide Lamb Weston Holdings, Inc., any security holder of Lamb Weston Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each separate price within the range set forth above. F2 · balance_after: Includes 170.21 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 20:51 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 612 | $65.61 | $40,153.32 |
DisclosureSEC source: 0001179110-21-008183 · edgar.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, Chief Supply Chain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,716.32 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 21:05 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 4,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007785 · edgar.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, Chief Supply Chain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,328.32 F1 · shares: Represents restricted stock units ("RSUs") that vest on July 29, 2024, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 00:28 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 5,613.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007629 · edgar.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, Chief Supply Chain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,868.32 F1 · shares: Represents performance shares for which the applicable performance condition has been satisfied but which remain subject to the reporting person's continued service through the vesting date of July 30, 2023. Each performance share represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. F2 · balance_after: Includes 159.39 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 21:59 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 603 | $64.38 | $38,821.14 |
DisclosureSEC source: 0001179110-20-009008 · edgar.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, Chief Supply Chain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,095.22 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:13 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 3,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-008640 · edgar.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, Chief Supply Chain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,698.22 F1 · shares: Represents restricted stock units ("RSUs") that vest on July 30, 2023, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. F2 · balance_after: Includes 90.22 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 12:31 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 10,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-009493 · edgar.xml · nonDerivative · entry 1 Scheufler Gerardo · CIK 0001784876 · SVP, Chief Supply Chain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,897 F1 · shares: Includes 3,534 restricted stock units ("RSUs") that vest on August 12, 2022 and 7,363 RSUs that vest in three equal installments on each of August 12, 2020, 2021 and 2022, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.