Form 4: Tyson Foods Officer Shifts Share Ownership to Joint Trust
Statement of Changes in Beneficial Ownership
Lori J. Bondar, SVP & Chief Accounting Officer at Tyson Foods, Inc., reported a change in the form of beneficial ownership of her Class A Common Stock, transferring shares to a joint trust with her spouse, effective February 5, 2026.
Summary
- Lori J. Bondar, SVP & Chief Accounting Officer of Tyson Foods, Inc. (TSN), reported changes in the beneficial ownership of her Class A Common Stock.
- Effective February 5, 2026, 8,634.352 shares previously held indirectly through a sole trust were transferred to a joint tenants trust with her spouse.
- Also effective February 5, 2026, 9,139.931 shares previously held directly were transferred to the same joint tenants trust.
- The total amount of Class A Common Stock beneficially owned following these transactions is 14,362.497 shares directly and 17,774.283 shares indirectly through the joint trust.
- The reported beneficial ownership includes 213.41 shares acquired through the Issuer's Employee Stock Purchase Plan and 196.931 shares received via the dividend reinvestment plan since the last filing.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a neutral to slightly positive filing. While primarily an administrative change in ownership structure, the continued accumulation of shares through ESPP and dividend reinvestment reflects ongoing executive participation and confidence in the company.
Positives
- Inclusion of 213.41 shares acquired through the Employee Stock Purchase Plan demonstrates ongoing employee investment in the company.
- Inclusion of 196.931 shares acquired through the dividend reinvestment plan indicates continued participation in company benefits and a long-term holding strategy.
Future Outlook
The filing does not contain specific forward-looking statements or guidance regarding the company's future performance, as it primarily reports changes in beneficial ownership.
Industry Context
StockSavvy.ai notes that changes in beneficial ownership, particularly transfers to trusts, are common for executives for estate planning or personal financial management and typically do not reflect broader industry trends or competitive positioning. This filing is specific to an individual's shareholding structure.
Comparison to Industry Standards
- This filing details an individual executive's beneficial ownership changes and does not provide company performance metrics that would allow for a direct comparison to industry benchmarks or specific comparable companies/projects.
Related Party Transactions
- The transfer of shares to a joint trust with the reporting person's spouse constitutes a related party transaction in terms of beneficial ownership structure.
Stakeholder Impact
- Minimal direct impact on shareholders, as the total beneficial ownership by the SVP & Chief Accounting Officer remains substantial, merely changing its form.
- No direct impact on employees, customers, suppliers, or creditors is indicated by this change in ownership structure.
Key Dates
| Date | Description |
|---|---|
| 02/05/2026 | Effective date for the transfer of 8,634.352 Class A Common Stock shares from a sole trust to a joint tenants trust. |
| 02/05/2026 | Effective date for the transfer of 9,139.931 Class A Common Stock shares from direct ownership to a joint tenants trust. |
| 02/09/2026 | Date the Statement of Changes in Beneficial Ownership (Form 4) was signed and filed. |
Keywords
Tyson Foods, TSN, SEC Form 4, Beneficial Ownership, Trust Transfer, Insider Transaction, Lori J. Bondar, Chief Accounting Officer, Employee Stock Purchase Plan, Dividend Reinvestment
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