Simply Good Foods Co
SMPL- Exchange
- Nasdaq
- Industry
- Food and Kindred Products
- SEC CIK
- 0001702744
No open-market purchases or sales by Simply Good Foods Co insiders were filed in the last 90 days; 300 institutions reported holding it in 13F filings for Q2 2026, worth $1.14B in total; Oaktree Capital is the only superinvestor holding it.
Holders of 5% or more of SMPL
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Simply Good Foods Co, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 13G | 6.07%5.62M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
30 Schedule 13D and 13G filings on Simply Good Foods Co, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 6, 202611:35 AM ET | FMR LLCand 1 other | 13G/A | 3.00%2.82M shares | −2.70 ppfrom 5.70%Below 5% | Mar 31, 2026 | SEC |
| Apr 29, 20263:15 PM ET | Vanguard Portfolio Management LLC | 13G | 6.07%5.62M shares | New | Mar 31, 2026 | SEC |
| Mar 27, 20261:03 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Feb 5, 20261:36 PM ET | FMR LLCand 1 other | 13G/A | 5.70%5.42M shares | −1.10 ppfrom 6.80% | Dec 31, 2025 | SEC |
| Nov 12, 20259:33 AM ET | Wellington Management Group LLPand 2 others | 13G/A | 1.90%1.95M shares | −3.40 ppfrom 5.30%Below 5% | Sep 30, 2025 | SEC |
| Nov 5, 202511:44 AM ET | FMR LLCand 1 other | 13G/A | 6.80%6.87M shares | −3.40 ppfrom 10.20% | Sep 30, 2025 | SEC |
| Aug 14, 202512:12 PM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 4.50%4.50M shares | –Below 5% | Jun 30, 2025 | SEC |
| Aug 12, 202510:34 AM ET | Wellington Management Group LLPand 2 others | 13G | 5.30%5.34M shares | New | Jun 30, 2025 | SEC |
| Mar 7, 202510:01 AM ET | FMR LLCand 1 other | 13G/A | 10.20%10.3M shares | +0.90 ppfrom 9.30% | Feb 28, 2025 | SEC |
| Feb 12, 20259:25 AM ET | FMR LLCand 1 other | 13G | 9.30%9.40M shares | New | Dec 31, 2024 | SEC |
| Nov 14, 2024 | T. Rowe Price Investment Management, Inc. | 13GOld format | – | New | – | SEC |
| Nov 13, 2024 | Capital World Investors | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2024 | Capital World Investors | 13G/AOld format | – | – | – | SEC |
| Jan 23, 202411:52 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Capital World Investors | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Champlain Investment Partners, LLC | 13G/AOld format | – | – | – | SEC |
| Jan 23, 20233:52 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 10, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Oct 14, 2022 | Conyers Park Sponsor LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Conyers Park Sponsor LLC | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | Capital World Investors | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | Champlain Investment Partners, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 27, 20225:13 PM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Jan 26, 20229:16 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2021 | Capital World Investors | 13GOld format | – | New | – | SEC |
| Feb 12, 2021 | Champlain Investment Partners, LLC | 13GOld format | – | New | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 8, 20214:37 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
26 notices from officers, directors and other affiliates planning to sell Simply Good Foods Co shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Nov 12, 20259:08 AM ET | Timothy MatthewsOfficer | 5.86K | $114.1K | Nov 11, 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 11, 20255:35 PM ET | Heflin Stuart E. Jr.Officer | 5.00K | $186.3K | Apr 11, 2025 | Morgan Stanley Smith Barney LLC Executive Services | SEC |
| Nov 18, 20245:41 PM ET | Kraft Timothy RichardOfficer | 76.8K | $2.84M | Nov 18, 2024 | MORGAN STANLEY SMITH BARNEY LLC EXECUTIVE SERVICES | SEC |
| Nov 14, 20245:19 PM ET | Matthews Timothy AllenOfficer | 5.33K | $198.7K | Nov 14, 2024 | MORGAN STANLEY SMITH BARNEY LLC EXECUTIVE SERVICES | SEC |
| Nov 14, 20244:10 PM ET | Ratzan Brian K.Officer | 50.0K | $1.82M | Nov 14, 2024 | Stifel Nicolaus & Company Inc | SEC |
| Nov 12, 20245:10 PM ET | Scalzo JosephOfficer | 147.2K | $5.33M | Nov 12, 2024 | MORGAN STANLEY SMITH BARNEY LLC EXECUTIVE SERVICES | SEC |
| Nov 12, 202410:37 AM ET | Kraft Timothy RichardOfficer | 21.2K | $768.4K | Nov 11, 2024 | MORGAN STANLEY SMITH BARNEY LLC EXECUTIVE SERVICES | SEC |
| Nov 12, 202410:33 AM ET | Montgomery Robert G.Director | 2.50K | $91.0K | Nov 11, 2024 | Morgan Stanley Smith Barney LLC Executive Services | SEC |
| Nov 7, 20245:11 PM ET | Scalzo JosephOfficer | 239.0K | $8.54M | Nov 7, 2024 | MORGAN STANLEY SMITH BARNEY LLC EXECUTIVE SERVICES | SEC |
| Nov 7, 20244:09 PM ET | Ratzan Brian K.Officer | 100.0K | $3.48M | Nov 6, 2024 | Stifel Nicolaus & Company Inc | SEC |
| Nov 6, 20246:22 PM ET | Scalzo JosephOfficer | 25.0K | $899.8K | Nov 6, 2024 | MORGAN STANLEY SMITH BARNEY LLC EXECUTIVE SERVICES | SEC |
| Jul 31, 20246:36 PM ET | Heflin Stuart E. Jr.Officer | 1.06K | $36.4K | Jul 31, 2024 | Morgan Stanley Smith Barney LLC Executive Services | SEC |
| May 10, 20245:58 PM ET | White James DDirector | 4.00K | $152.7K | May 10, 2024 | MORGAN STANLEY SMITH BARNEY LLC, EXECUTIVE SERVICES | SEC |
| Jan 25, 20242:14 PM ET | Montgomery Robert G.Director | 2.50K | $98.5K | Jan 25, 2024 | Charles Schwab Corporation | SEC |
| Jan 11, 20244:55 PM ET | Hunsberger SusanOfficer | 35.0K | $1.40M | Jan 11, 2024 | Morgan Stanley Smith Barney LLC Executive Services | SEC |
| Jan 8, 20242:16 PM ET | Heflin Stuart E. Jr.Officer | 1.05K | $42.4K | Jan 8, 2024 | MORGAN STANLEY SMITH BARNEY LLC, EXECUTIVE SERVICES | SEC |
| Jan 4, 20244:15 PM ET | Ratzan Brian K.Officer | 150.0K | $5.94M | Jan 4, 202410b5-1 | Stifel Investment | SEC |
| Nov 27, 20234:36 PM ET | Ratzan Brian K.Officer | 150.0K | $5.90M | Nov 27, 202310b5-1 | Stifel Nicolaus & Company Inc. | SEC |
| Nov 9, 20235:43 PM ET | Kraft Timothy RichardOfficer | 4.38K | $166.4K | Nov 9, 2023 | Morgan Stanley Smith Barney LLC Executive Services | SEC |
| Jul 24, 20234:40 PM ET | Ratzan Brian K.Officer | 300.0K | $11.3M | Jul 24, 2023 | Stifel Investment | SEC |
| Jul 6, 20234:29 PM ET | Short Jill M.Officer | 5.41K | $202.0K | Jul 6, 2023 | ETRADE FINANCIAL CORPORATION | SEC |
| May 16, 202311:55 AM ET | Ratzan Brian K.Officer | 15.1K | $9.61MCheck value | May 15, 2023 | Stifel Investments | SEC |
| May 11, 20236:12 PM ET | Matthews Timothy AllenOfficer | 16.8K | $655.2K | May 11, 2023 | ETRADE FINANCIAL CORPORATION | SEC |
| May 11, 20236:08 PM ET | Kraft Timothy RichardOfficer | 10.7K | $422.0K | May 11, 2023 | ETRADE FINANCIAL CORPORATION | SEC |
| May 10, 20231:26 PM ET | Montgomery Robert G.Director | 5.00K | $194.8K | May 10, 2023 | Fidelity Brokerage Services LLC | SEC |
Showing the latest 25. See the SMPL notices from the last 12 months