Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONAGRA BRANDS INC.CAG · Entity 1858 | President, Commercial Foods | July 15, 2016 | August 07, 2017 |
| Lamb Weston Holdings, Inc.LW · Entity 3684 | Director · PRESIDENT AND CEO | December 18, 2024 | December 20, 2024 |
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.
CONAGRA BRANDS INC.
Report date July 15, 2016 · Filed August 07, 2017 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,905 |
Reported balance
After 2016-07-15 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2016-07-15 · Exercise / conversion · Acquired 5,818 · Balance 12,905 F1: The restricted stock units (RSUs) were granted on July 15, 2013, and vested on July 15, 2016. Each RSU represented the contingent right to receive one share of Issuer's common stock on the vesting date. F2: This amendment is filed solely to report the vesting of the RSUs and subsequent disposition of a portion of the underlying common stock, which transactions were not included in the original Form 4 due to administrative error. The total securities owned has also been updated. These changes were not reflected in the Reporting Person's Form 4 filings since the filing of the original report. |
| Common StockSEC Table I · non-derivative | Direct | 11,022 |
Reported balance
After 2016-07-15 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2016-07-15 · Tax withholding · Disposed 1,883 · Balance 11,022 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-07-15 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2016-07-15 · Exercise / conversion · Disposed 5,818 · Balance 0 F1: The restricted stock units (RSUs) were granted on July 15, 2013, and vested on July 15, 2016. Each RSU represented the contingent right to receive one share of Issuer's common stock on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units (RSUs) were granted on July 15, 2013, and vested on July 15, 2016. Each RSU represented the contingent right to receive one share of Issuer's common stock on the vesting date.
F2: This amendment is filed solely to report the vesting of the RSUs and subsequent disposition of a portion of the underlying common stock, which transactions were not included in the original Form 4 due to administrative error. The total securities owned has also been updated. These changes were not reflected in the Reporting Person's Form 4 filings since the filing of the original report.
Lamb Weston Holdings, Inc.
Report date December 18, 2024 · Filed December 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,005 |
Reported balance
After 2024-12-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-12-18 · Tax withholding · Disposed 234 · Balance 85,005 F1: Withholding of shares of common stock to satisfy FICA-related taxes due in the year relating to the reporting person's early retirement eligibility on outstanding unvested stock awards. F2: Includes 395.5 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. |
| Common StockSEC Table I · non-derivative | IndirectBy Family LLC | 309,000 |
Reported balance
Holding disclosure · report date 2024-12-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 309,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares of common stock to satisfy FICA-related taxes due in the year relating to the reporting person's early retirement eligibility on outstanding unvested stock awards.
F2: Includes 395.5 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature.
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 27, 2018 Filed Jul 30, 2018 09:30 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 21,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009983 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,692.84 F1 · shares: Represents restricted stock units ("RSUs") that vest on July 27, 2021, 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 18, 2018 Filed Jul 20, 2018 16:22 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 75,747.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009856 · edgar.xml · nonDerivative · entry 3 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,916.84 F3 · 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 28, 2020. Each performance share represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 16:22 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 19,358 | $70.59 | $1,366,481.22 |
DisclosureSEC source: 0001179110-18-009856 · edgar.xml · nonDerivative · entry 2 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,169.8 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with vesting of performance shares. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 16:22 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 41,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009856 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,527.8 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. Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 14:05 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 13,786 | $70.73 | $975,083.78 |
DisclosureSEC source: 0001179110-18-009830 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,695.8 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units. F2 · balance_after: Includes 341.1 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 16:23 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 76.8105 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-014918 · edgar.xml · nonDerivative · entry 2 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,140.73 F2 · price: Represents additional phantom stock units accrued through a dividend reinvestment feature. Each phantom stock unit is the economic equivalent of one share of Lamb Weston Holdings, Inc. common stock. The phantom stock units become payable in common stock at the election of the reporting person, upon the reporting person's termination of service as an officer. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 16:23 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 103.3738 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-014918 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,063.92 F1 · price: Represents additional restricted stock units ("RSUs") accrued through a dividend reinvestment feature. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. The RSUs vest on July 28, 2020, or earlier upon certain events. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 16:28 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 91.2528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-012079 · edgar.xml · nonDerivative · entry 2 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,960.55 F2 · price: Represents additional phantom stock units accrued through a dividend reinvestment feature. Each phantom stock unit is the economic equivalent of one share of Lamb Weston Holdings, Inc. common stock. The phantom stock units become payable in common stock at the election of the reporting person, upon the reporting person's termination of service as an officer. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 16:28 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 122.8107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-012079 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,869.3 F1 · price: Represents additional restricted stock units ("RSUs") accrued through a dividend reinvestment feature. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. The RSUs vest on July 28, 2020, or earlier upon certain events. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 17:54 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 30,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-010906 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,746.49 F1 · shares: Represents restricted stock units ("RSUs") that vest on July 28, 2020, 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, 2017 Filed Jul 25, 2017 16:30 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Exercise / conversionPerformance Units · Derivative | 15,982.6621 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-046818 · a4.xml · derivative · entry 3 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,982.6621 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Performance units, including accrued dividend equivalents, vested on July 21, 2017. F3 · price: Performance units, including accrued dividend equivalents, vested on July 21, 2017. F3 · derivative.exercise_date: Performance units, including accrued dividend equivalents, vested on July 21, 2017. F3 · derivative.expiration_date: Performance units, including accrued dividend equivalents, vested on July 21, 2017. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 16:30 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 6,897 | $45.00 | $310,365.00 |
DisclosureSEC source: 0001104659-17-046818 · a4.xml · nonDerivative · entry 2 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,623.49 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with vesting of performance units. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 16:30 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Exercise / conversionCommon Stock | 15,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-046818 · a4.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,520.49 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares of common stock received upon vesting of performance units, including dividend equivalents paid in additional shares of common stock on the earned amount. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 19:06 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | Tax withholdingCommon Stock | 5,878 | $44.04 | $258,867.12 |
DisclosureSEC source: 0001179110-17-010095 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,292.49 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with vesting of restricted stock units. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 17:24 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantCommon Stock | 88.23 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-008595 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,170.49 F1 · price: Represents additional phantom stock units accrued through a dividend reinvestment feature. Each phantom stock unit is the economic equivalent of one share of Lamb Weston Holdings, Inc. common stock. The phantom stock units become payable in common stock at the election of the reporting person, upon the reporting person's termination of service as an officer. F2 · balance_after: Includes restricted stock units ("RSUs") and phantom stock units that were previously reported in Table II. Each RSU represents a contingent right to receive one share of Lamb Weston Holdings, Inc. common stock upon settlement. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:32 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | OtherCommon Stock | 538.1767 | $42.06 | $22,635.71 |
DisclosureSEC source: 0001179110-17-005701 · edgar.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held in 401(k) plan Disclosed balance after: 0 F1 · price: Transfer of Lamb Weston Holdings, Inc. shares held in the Conagra Brands Inc. 401(k) plan upon termination of the Lamb Weston stock fund under the plan. F1 · ownership.nature: Transfer of Lamb Weston Holdings, Inc. shares held in the Conagra Brands Inc. 401(k) plan upon termination of the Lamb Weston stock fund under the plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:46 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantPhantom Stock Units · Derivative | 104.1463 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006544 · doc4.xml · derivative · entry 2 Werner Thomas P. · CIK 0001642306 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,294.2597 Underlying: Common Stock · 104.1463 shares Expires not disclosed F4 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable in common stock at the election of the reporting person, upon the reporting person's termination of service as an officer. F5 · shares: These phantom stock units were accrued through a dividend reinvestment feature. F4 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable in common stock at the election of the reporting person, upon the reporting person's termination of service as an officer. F4 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of common stock. The phantom stock units become payable in common stock at the election of the reporting person, upon the reporting person's termination of service as an officer. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:46 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantPerformance Units · Derivative | 74.6621 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006544 · doc4.xml · derivative · entry 1 Werner Thomas P. · CIK 0001642306 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,982.6621 Underlying: Common Stock · 74.6621 shares Expires not disclosed F1 · derivative.exercise_price: Performance Units ("PUs") received in connection with the spinoff and converted from Conagra performance units held by the Reporting Person as of the spinoff. F2 · shares: These additional PUs were accrued through a dividend reinvestment feature. F3 · derivative.exercise_date: PUs vest at the fiscal year end of 2017, plus accrued dividends. F3 · derivative.expiration_date: PUs vest at the fiscal year end of 2017, plus accrued dividends. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 16:53 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantRestricted Stock Units · Derivative | 24,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-035786 · doc4.xml · derivative · entry 3 Werner Thomas P. · CIK 0001642306 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,182 Underlying: Common Stock · 24,182 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Lamb Weston common stock upon settlement. F4 · derivative.exercise_date: Restricted stock units vest on December 14, 2019, or earlier upon certain events. F4 · derivative.expiration_date: Restricted stock units vest on December 14, 2019, or earlier upon certain events. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 16:53 UTC | Lamb Weston Holdings, Inc. LW · Entity 3684 | GrantEmployee Stock Option (Right to Buy) · Derivative | 72,546 | $0.00 Strike: $35.15 | $0.00 |
DisclosureSEC source: 0000899243-16-035786 · doc4.xml · derivative · entry 2 Werner Thomas P. · CIK 0001642306 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,546 Underlying: Common Stock · 72,546 shares Expires 2026-12-13 F2 · derivative.exercise_date: These stock options will become exercisable as to 33.33% on December 14, 2017, 33.33% on December 14, 2018 and 33.34% on December 14, 2019. Read SEC document |
| July 15, 2016 Filed Aug 7, 2017 21:54 UTC Amendment | CONAGRA BRANDS INC. CAG · Entity 1858 | Exercise / conversionRestricted Stock Units · Derivative | 5,818 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-047950 · doc4a.xml · derivative · entry 3 Werner Thomas P. · CIK 0001642306 · President, Commercial Foods 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,818 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units (RSUs) were granted on July 15, 2013, and vested on July 15, 2016. Each RSU represented the contingent right to receive one share of Issuer's common stock on the vesting date. F1 · price: The restricted stock units (RSUs) were granted on July 15, 2013, and vested on July 15, 2016. Each RSU represented the contingent right to receive one share of Issuer's common stock on the vesting date. F1 · derivative.exercise_date: The restricted stock units (RSUs) were granted on July 15, 2013, and vested on July 15, 2016. Each RSU represented the contingent right to receive one share of Issuer's common stock on the vesting date. F1 · derivative.expiration_date: The restricted stock units (RSUs) were granted on July 15, 2013, and vested on July 15, 2016. Each RSU represented the contingent right to receive one share of Issuer's common stock on the vesting date. Read SEC document |
| July 15, 2016 Filed Aug 7, 2017 21:54 UTC Amendment | CONAGRA BRANDS INC. CAG · Entity 1858 | Tax withholdingCommon Stock | 1,883 | $47.98 | $90,346.34 |
DisclosureSEC source: 0001209191-17-047950 · doc4a.xml · nonDerivative · entry 2 Werner Thomas P. · CIK 0001642306 · President, Commercial Foods 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,022 Read SEC document |
| July 15, 2016 Filed Aug 7, 2017 21:54 UTC Amendment | CONAGRA BRANDS INC. CAG · Entity 1858 | Exercise / conversionCommon Stock | 5,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047950 · doc4a.xml · nonDerivative · entry 1 Werner Thomas P. · CIK 0001642306 · President, Commercial Foods 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,905 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The restricted stock units (RSUs) were granted on July 15, 2013, and vested on July 15, 2016. Each RSU represented the contingent right to receive one share of Issuer's common stock on the vesting date. F2 · balance_after: This amendment is filed solely to report the vesting of the RSUs and subsequent disposition of a portion of the underlying common stock, which transactions were not included in the original Form 4 due to administrative error. The total securities owned has also been updated. These changes were not reflected in the Reporting Person's Form 4 filings since the filing of the original report. 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.