WAVEMAN · COMPANY

SMPL · Simply Good Foods Co

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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SMPL

Name: Simply Good Foods Co (SMPL) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Simply Good Foods Co

FOOD & BEVERAGE · FOOD AND KINDRED PRODUCTS · CIK 0001702744

CONGRESS · 1☆ WATCH

INSIDER NET · 180D

$1.1M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

178

13F, latest reported quarter

REVENUE GROWTH

+9.0%

XBRL, annual

NET MARGIN

7.1%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$1.1M over 180 days

more than 88% of Food & Beverage

CONGRESS

1 member bought in the last year

the lowest in Food & Beverage

FUNDS

178 funds added or opened last quarter

more than 56% of Food & Beverage

REVENUE

+9.0% year over year

more than 68% of Food & Beverage

MARGIN

7.1% net margin

more than 73% of Food & Beverage

BUYBACKS

$213.2M repurchased, FY to 2026-05-30

more than 77% of Food & Beverage

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

178 funds added or opened positions in the latest 13F quarter, of 301 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -60.6%

-60.6%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders are net buyers of their own stock.

The record shows a net $1.1M bought by insiders over 180 days, 178 funds added last quarter, 1 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

HSY COCO RMCF CELH LWAY VITL SAM KO WEST FRPT UTZ STZ

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Simply Good Foods Co insiders bought a net $1.1M of stock across 69 Form 4 purchases and sales, with 2 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

DALEY CLAYTON C JR

Director

BUY

2026-05-14

10,000.0

$117.8K

KILTS JAMES M

Director

BUY

2026-04-23

80,000.0

$991.2K

Clawson Michael L

Chief Commercial Officer

BUY

2025-11-17

5,000.0

$100.0K

Matthews Timothy Allen

VP, Controller and CAO

SELL

2025-11-11

5,859.0

$114.1K

Bealer Christopher J

Chief Financial Officer

BUY

2025-11-06

9,946.0

$199.0K

69 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 64 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

13,622,948.0 sh

$180.9M

VANGUARD PORTFOLIO MANAGEMENT LLC

5,507,075.0 sh

$73.1M

VANGUARD CAPITAL MANAGEMENT LLC

3,699,509.0 sh

$49.1M

STATE STREET CORP

3,452,116.0 sh

$45.8M

NORGES BANK

3,021,177.0 sh

$40.1M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Invesco S&P SmallCap Consumer Staples ETF

$1.4M POSITION · AS OF 2026-02-28

3.8%

Moonvest ETF

$1.6M POSITION · AS OF 2026-04-30

3.8%

American Beacon Shapiro SMID Cap Equity Fund

$458.1K POSITION · AS OF 2026-03-31

2.1%

Boston Trust Walden Small Cap Fund

$11.5M POSITION · AS OF 2026-03-31

1.2%

AMG River Road Small Cap Value Fund

$10.3M POSITION · AS OF 2026-04-30

0.9%

Brown Advisory Small-Cap Fundamental Value Fund

$9.0M POSITION · AS OF 2026-03-31

0.8%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-08	2024-08	2023-08	2022-08
REVENUE	$1.5B	$1.3B	$1.2B	$1.2B
GROSS PROFIT	$525.7M	$511.6M	$453.4M	$445.6M
OPERATING INCOME	$156.9M	$206.5M	$204.9M	$202.8M
NET INCOME	$103.6M	$139.3M	$133.6M	$108.6M
EPS (DILUTED)	1.02	1.38	1.32	1.08
OPERATING CASH FLOW	$178.5M	$215.7M	$171.1M	$110.6M
CASH	$98.5M	$132.5M	$87.7M	$67.5M
LONG-TERM DEBT	$249.1M	$397.5M	$281.6M	$403.0M
BUYBACKS	$50.9M	$0	$16.4M	$59.9M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE