Form 4: Lamb Weston Director Acquires 4,345 RSUs

Lamb Weston Holdings, Inc. Director Hala G. Moddelmog reported the acquisition of 4,345 restricted stock units and an increase in beneficial ownership to 23,568 shares.

Summary

• Director Hala G. Moddelmog acquired 4,345 restricted stock units (RSUs) of Lamb Weston Holdings, Inc. common stock on October 2, 2025.
• These RSUs vest on the earlier of the first anniversary of the grant date or the date of the first annual meeting of stockholders occurring after the grant date, or earlier upon certain events.
• Each RSU represents a contingent right to receive one share of Lamb Weston common stock upon settlement.
• Following this transaction, Moddelmog beneficially owns a total of 23,568 shares of common stock.
• The total beneficial ownership includes 401 additional shares acquired through a dividend reinvestment feature since the last report.

Sentiment

Score: 7

Explanation: The acquisition of restricted stock units by a director is generally a positive signal, indicating alignment of interests and confidence in the company's future. The dividend reinvestment further reinforces this positive sentiment.

Positives

• Director Moddelmog's acquisition of 4,345 restricted stock units (RSUs) aligns her interests with shareholders, indicating confidence in the company's future performance.
• The increase in beneficial ownership to 23,568 shares, including 401 shares from dividend reinvestment, demonstrates a continued commitment to the company.

Management Comments

• The Limited Power of Attorney grants authority to designated individuals to prepare, execute, and file SEC Forms 3, 4, 5, and 144 on behalf of the undersigned officer/director.

Corporate Governance

Related Party Transactions

• The acquisition of 4,345 restricted stock units (RSUs) by Director Hala G. Moddelmog represents a form of equity compensation, a standard related-party transaction between the company and its director.

Stakeholder Impact

• Shareholders: Increased alignment of director's interests with shareholders through equity ownership.
• Management: Streamlined SEC reporting process for the director through the Power of Attorney.

Next Steps

• The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the first annual meeting of Lamb Weston Holdings, Inc.'s stockholders occurring after the grant date.

Key Dates

Recommendation

This Form 4 reports a routine grant of restricted stock units (RSUs) to a director as part of their compensation, along with shares acquired through dividend reinvestment. While it indicates alignment of interests, it does not present new fundamental information or significant changes that would alter an investment thesis for Lamb Weston Holdings, Inc. Therefore, a 'hold' recommendation is appropriate as this filing alone does not provide a basis for a 'buy' or 'sell' decision.

Keywords

Lamb Weston Holdings, LW, Hala G. Moddelmog, Director, Restricted Stock Units, RSUs, Insider Trading, SEC Form 4, Stock Acquisition, Beneficial Ownership, Dividend Reinvestment