Simply Good Foods Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:SMPL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 Nov 24	SellUS$1,869,005	Brian Ratzan	Individual	50,000	US$37.38
14 Nov 24	SellUS$198,690	Timothy Matthews	Individual	5,325	US$37.31
11 Nov 24	SellUS$2,412,096	Brian Ratzan	Individual	66,483	US$36.28
11 Nov 24	SellUS$774,184	Timothy Kraft	Individual	21,209	US$36.50
11 Nov 24	SellUS$91,025	Robert Montgomery	Individual	2,500	US$36.41
08 Nov 24	SellUS$1,216,481	Brian Ratzan	Individual	33,517	US$36.32
08 Nov 24	SellUS$86,010	Joseph Scalzo	Individual	2,374	US$36.23
31 Jul 24	SellUS$36,438	Stuart Heflin	Individual	1,058	US$34.44
10 May 24	SellUS$152,671	James White	Individual	4,000	US$38.17

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SMPL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	38,182	0.0366%
Individual Insiders	8,397,177	8.06%
Institutions	95,791,488	91.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 85.15% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.6%	BlackRock, Inc.	13,776,775	US$475.7m	0%	0.01%
10.5%	The Vanguard Group, Inc.	10,581,288	US$365.4m	-1.31%	0.01%
10.2%	FMR LLC	10,308,600	US$356.0m	7.78%	0.02%
5.77%	T. Rowe Price Group, Inc.	5,829,022	US$201.3m	-4.03%	0.02%
3.77%	Fuller & Thaler Asset Management, Inc.	3,811,128	US$131.6m	10.6%	0.55%
3.74%	State Street Global Advisors, Inc.	3,782,983	US$130.6m	3.19%	no data
3.66%	James Kilts	3,695,302	US$127.6m	0.1%	no data
3.52%	Dimensional Fund Advisors LP	3,553,864	US$122.7m	2.61%	0.02%
3.51%	Wellington Management Group LLP	3,546,239	US$122.5m	23.5%	0.02%
3.39%	Champlain Investment Partners, LLC	3,427,988	US$118.4m	-15.7%	0.82%
3%	Boston Trust Walden Company	3,031,574	US$104.7m	31.3%	0.77%
2.53%	Capital Research and Management Company	2,554,690	US$88.2m	-40.1%	no data
2.12%	Geode Capital Management, LLC	2,140,998	US$73.9m	-0.08%	0.01%
2.02%	Brian Ratzan	2,045,560	US$70.6m	-6.83%	no data
1.98%	David West	1,995,751	US$68.9m	-27.3%	no data
1.9%	Silvercrest Asset Management Group LLC	1,916,389	US$66.2m	1.69%	0.49%
1.49%	Woodline Partners LP	1,501,035	US$51.8m	-17.8%	0.38%
1.21%	Boston Partners Global Investors, Inc.	1,221,285	US$42.2m	109%	0.03%
1.17%	Armistice Capital LLC	1,185,274	US$40.9m	-16%	1.02%
1.12%	Norges Bank Investment Management	1,128,938	US$39.0m	11%	no data
1.02%	Charles Schwab Investment Management, Inc.	1,033,884	US$35.7m	4.43%	0.01%
1%	Victory Capital Management Inc.	1,012,119	US$34.9m	-3.19%	0.03%
0.99%	Northern Trust Global Investments	999,455	US$34.5m	10.7%	no data
0.98%	Handelsbanken Asset Management	990,500	US$34.2m	34.9%	0.05%
0.95%	Principal Global Investors, LLC	954,763	US$33.0m	-4.5%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/16 10:22
End of Day Share Price	2025/03/14 00:00
Earnings	2024/11/30
Annual Earnings	2024/08/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Simply Good Foods Company is covered by 27 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ishan Majumdar	Baptista Research
Adam Mizrahi	Berenberg
Eric Larson	Buckingham Research Group Inc.