JANA Partners Management, LP - 02 Oct 2025 Form 4 Insider Report for Lamb Weston Holdings, Inc. (LW)

Signature
/s/ JANA Partners Management, LP, by Jennifer Fanjiang, Partner, Chief Legal Officer and Chief Compliance Officer
Issuer symbol
LW
Transactions as of
02 Oct 2025
Net transactions value
$0
Form type
4
Filing time
03 Oct 2025, 18:16:21 UTC
Previous filing
15 Aug 2025
Next filing
24 Oct 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
JANA Partners Management, LP Director, Other* 888 SEVENTH AVENUE, 24TH FLOOR, NEW YORK /s/ JANA Partners Management, LP, by Jennifer Fanjiang, Partner, Chief Legal Officer and Chief Compliance Officer 03 Oct 2025 0001998597

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction LW Common Stock, par value $1.00 per share ("Common Stock") Award $0 +4,345 +0.09% $0.000000 5,012,980 02 Oct 2025 See footnotes F1, F2, F3, F4, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This security represents restricted stock units ("RSUs") granted to Scott Ostfeld ("Mr. Ostfeld"), a Managing Partner and Portfolio Manager of JANA Partners Management, LP ("JANA" or the "Reporting Person"), in connection with his service on the Issuer's Board of Directors.
F2 The RSUs vest on the earlier of (1) the first anniversary of the date of grant and (2) the date of the first annual meeting of Lamb Weston's stockholders occurring after the date of grant, or earlier upon certain events. Each RSU represents a contingent right to receive one share of Common Stock upon settlement.
F3 Includes 7 additional shares of Common Stock acquired since the date of the Reporting Person's last report through a dividend reinvestment feature.
F4 Mr. Ostfeld has assigned all rights to any shares issuable pursuant to the grant to the Reporting Person.
F5 JANA is a private money management firm which beneficially owns the securities reported herein through various accounts under its management and control. JANA Partners Management GP, LLC (the "GP") is the general partner of JANA. Barry Rosenstein is the Founder of the GP and JANA. Barry Rosenstein, JANA, and the GP disclaim any beneficial ownership of any of the Issuer's securities reported herein except to the extent of their pecuniary interest therein, if any.

Remarks:

The Reporting Person may be deemed to be a director by deputization for purposes of Section 16 under the Securities Exchange Act of 1934 by virtue of the fact that Scott Ostfeld, a Managing Partner and Portfolio Manager of JANA, currently serves on the board of directors of the Issuer.