JANA Partners Management, LP - 06 Feb 2026 Form 4 Insider Report for TreeHouse Foods, Inc. (THS)

Signature
/s/ JANA Partners Management, LP, by Jennifer Fanjiang, Partner, Chief Legal Officer and Chief Compliance Officer
Issuer symbol
THS
Transactions as of
06 Feb 2026
Net transactions value
-$47,961,730
Form type
4
Filing time
10 Feb 2026, 21:45:21 UTC
Previous filing
04 Dec 2025
Next filing
11 Feb 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
JANA Partners Management, LP Director, Other*, 10%+ Owner 888 SEVENTH AVENUE, 24TH FLOOR, NEW YORK /s/ JANA Partners Management, LP, by Jennifer Fanjiang, Partner, Chief Legal Officer and Chief Compliance Officer 10 Feb 2026 0001998597

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction THS Common Stock, par value $0.01 per share Sale $47,961,730 -1,959,221 -34% $24.48 3,862,116 10 Feb 2026 See footnote F1, F6, F7

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction THS Notional Derivative Agreements (obligation to buy) Other -133,790 -22% 474,950 06 Feb 2026 Common Stock 133,790 See footnote F2, F6, F7
transaction THS Notional Derivative Agreements (obligation to buy) Other -24,834 -53% 22,028 06 Feb 2026 Common Stock 24,834 See footnote F3, F6, F7
transaction THS Notional Derivative Agreements (obligation to buy) Other -474,950 -100% 0 09 Feb 2026 Common Stock 474,950 See footnote F4, F6, F7
transaction THS Notional Derivative Agreements (obligation to buy) Other -22,028 -100% 0 09 Feb 2026 Common Stock 22,028 See footnote F5, F6, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.44 to $24.52, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
F2 Certain of the previously reported notional principal amount derivative agreements in the form of cash settled swaps that JANA (defined below) was a party to with an initial reference termination date of April 6, 2026 settled in accordance with their terms at a settlement price of $24.60.
F3 Certain of the previously reported notional principal amount derivative agreements in the form of cash settled swaps that JANA was a party to with an initial reference termination date of September 22, 2026 settled in accordance with their terms at a settlement price of $24.60.
F4 Certain of the previously reported notional principal amount derivative agreements in the form of cash settled swaps that JANA (defined below) was a party to with an initial reference termination date of April 6, 2026 settled in accordance with their terms at a settlement price of $24.47.
F5 Certain of the previously reported notional principal amount derivative agreements in the form of cash settled swaps that JANA was a party to with an initial reference termination date of September 22, 2026 settled in accordance with their terms at a settlement price of $24.47.
F6 The transactions reported herein were effected for the purpose of rebalancing the holdings of funds and accounts managed by JANA.
F7 JANA Partners Management, LP ("JANA" or the "Reporting Person") 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 Partner of the Reporting Person, currently serves on the board of directors of the Issuer.