SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| MARSHALL RUTH ANN | Director | 2026-09-01 | Grant/award | 1629 | $26K |
| Bartell Carey | EVP, GC and Corp. Secretary | 2026-07-24 | Option exercise | 5481 | $0 |
| Bartell Carey | EVP, GC and Corp. Secretary | 2026-07-24 | Tax withholding | 2429 | $36K |
| Brock Charisse | EVP, Chief HR Officer | 2026-07-24 | Option exercise | 5481 | $0 |
| Brock Charisse | EVP, Chief HR Officer | 2026-07-24 | Tax withholding | 2429 | $36K |
| Eboli Alexandre | EVP, Chief SC & Transformation | 2026-07-24 | Option exercise | 10962 | $0 |
| Eboli Alexandre | EVP, Chief SC & Transformation | 2026-07-24 | Tax withholding | 4857 | $72K |
| MARBERGER DAVID S | EVP and CFO | 2026-07-24 | Option exercise | 11419 | $0 |
| MARBERGER DAVID S | EVP and CFO | 2026-07-24 | Tax withholding | 5059 | $75K |
| McGough Thomas M | EVP & COO | 2026-07-24 | Option exercise | 11419 | $0 |
| McGough Thomas M | EVP & COO | 2026-07-24 | Tax withholding | 3346 | $49K |
| Napier Melissa C. | SVP, Corporate Controller | 2026-07-24 | Option exercise | 2698 | $0 |
| Napier Melissa C. | SVP, Corporate Controller | 2026-07-24 | Tax withholding | 1196 | $18K |
| O'Mara Noelle | EVP & President, R & F | 2026-07-24 | Option exercise | 34257 | $0 |
| O'Mara Noelle | EVP & President, R & F | 2026-07-24 | Option exercise | 4568 | $0 |
| O'Mara Noelle | EVP & President, R & F | 2026-07-24 | Option exercise | 7308 | $0 |
| O'Mara Noelle | EVP & President, R & F | 2026-07-24 | Tax withholding | 20438 | $302K |
| Bartell Carey | EVP, GC and Corp. Secretary | 2026-07-22 | Grant/award | 7032 | $0 |
| Bartell Carey | EVP, GC and Corp. Secretary | 2026-07-22 | Tax withholding | 3116 | $46K |
| Brock Charisse | EVP, Chief HR Officer | 2026-07-22 | Grant/award | 9375 | $0 |
Fiscal period ending 2026-05-31 versus 2025-05-25 — view filing on EDGAR →
Risk exposure broadened materially across regulatory, competitive, financial, and cyber dimensions, with no single existential trigger but a meaningful accumulation of new pressures. A 23% goodwill decline paired with new impairment triggers and $762.5M in debt maturing October 2026 represent the most concrete near-term financial vulnerabilities. Customer concentration at 60% of sales from the top 10 customers, new tariff cost pass-through uncertainty, and EPR/FDA compliance mandates compound margin and volume risk simultaneously.
6 company-specific · 1 eased/removed · 3 common-mode
New EPR laws and FDA dye phase-out requirements disclosed. Specific regulatory mandates requiring packaging changes, reformulation, and increased compliance costs represent material new regulatory risks.
Legal, Regulatory, and Environmental Risks If we fail to comply with the many laws applicable to our business, we may face lawsuits or incur significant fines and penalties. In addition, changes in…
Added explicit risk that price increases and package size changes may be rejected by customers/consumers, causing lower sales volumes—a new demand/volume risk.
Commodity Risks We are subject to increases in the price of raw materials, labor, manufacturing, distribution, and other inputs necessary for the production and distribution of our products, and we…
New disclosure that top 10 customers represent 60% of sales signals heightened customer concentration risk and dependency, materially worsening the company's vulnerability to customer loss.
Changes in our relationships with significant customers, including our largest customer, could adversely affect us. During fiscal 2026, our 10 largest customers accounted for approximately 60% of our…
New disclosure of third-party supply chain cyber risk with stated past impact. Addresses material operational and customer fulfillment exposure.
We may be negatively impacted by cybersecurity incidents involving third parties in our supply chain. In the past, we have been impacted by cyber breaches experienced by third parties in our supply…
Goodwill declined 23% ($10.5B to $8.12B) and intangibles fell 24% ($2.42B to $1.83B). New impairment triggers added: sustained stock price decline, declining consumer sentiment, macroeconomic uncertainties.
Goodwill or Other Intangible Assets Risks Impairment in the carrying value of goodwill or other intangibles could result in the incurrence of impairment charges and negatively impact our net worth.…
New disclosure of $762.5M debt maturing October 2026 creates near-term refinancing risk and liquidity pressure not previously highlighted.
Credit Risks Our existing and future debt may limit cash flow available to invest in the ongoing needs of our business and could prevent us from fulfilling our debt obligations, financing at…
Removal of a specific, quantified third-party cybersecurity risk that caused $4.4M in charges suggests the risk has been resolved or mitigated materially.
We may be negatively impacted by cybersecurity incidents involving third parties in our supply chain. If any of our third-party service providers or any other third parties in our supply chain…
New disclosure of actual tariff impacts on ingredient and packaging costs, with uncertainty about mitigation success. Material operational and margin risk.
. Rapid changes in trade policies, including rapidly imposed and threatened tariffs by the U.S. and reciprocal tariffs from U.S. trading partners, continue to create uncertainty and could negatively…
New disclosure of material AI risks: regulatory compliance costs, IP/data privacy exposure, operational/reputational harm from AI misuse across multiple business functions.
We are exposed to risk based on our increasing adoption and use of AI in a rapidly-evolving regulatory landscape. As we increase the use of AI in our business to support operational efficiencies…
Added specific AI-enabled attack vectors (generative AI phishing, deepfakes, automated vulnerability discovery, adaptive malware) and explicit acknowledgment that defenses may not evolve fast enough to counter them.
We are exposed to cybersecurity risk through our information systems and our use of third-party information systems. While we have experienced threats to our data and systems, to date, we are not…
Thomas McGough, Executive Vice President and Chief Operating Officer, notified the Company on July 24, 2026 of his decision to retire no later than September 4, 2026. The principal disclosed action is a named executive officer departing his role. The elimination of the COO position upon his retirement reinforces that this is a material departure of a senior officer.
View raw filing on EDGAR →Conagra Brands completed a public offering of $500 million in 5.400% Senior Notes due 2031 on July 28, 2026, pursuant to a supplemental indenture and underwriting agreement with major financial institutions. This represents a material creation of a direct financial obligation through senior unsecured debt issuance.
View raw filing on EDGAR →Conagra Brands issued a press release on July 15, 2026 disclosing fourth quarter and full fiscal year 2026 financial results, including reported net sales, operating margins, diluted loss per share, and adjusted EPS. The filing explicitly states this is Item 2.02 (Results of Operations and Financial Condition) with the press release furnished as Exhibit 99.1, which is the standard format for earnings releases. The disclosure includes detailed segment results, cash flow metrics, and forward guidance for fiscal 2027.
View raw filing on EDGAR →Emanuel "Manny" Chirico announced on June 22, 2026 that he will not stand for reelection to the Board of Directors at the 2026 Annual Meeting, effectively departing from his board role. Although he will serve through the remainder of his current term, the principal disclosed action is a director's departure. The filing explicitly states his decision was not due to disagreement, indicating a routine non-reelection rather than a forced removal, but it remains a material change in board composition.
View raw filing on EDGAR →