Silver Point Capital L.P. - 10 Feb 2026 Form 4 Insider Report for TreeHouse Foods, Inc. (THS)

Reporting relationship: 10%+ Owner
Issuer ticker: THS
Reported as of: 10 Feb 2026
Net transaction value: +$8,783,283
SEC form: 4
Accepted by SEC: 12 Feb 2026, 20:35:21 UTC
Prior SEC filing: 09 Jan 2026
Next SEC filing: 04 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Steven Weiser, Authorized Signatory on behalf of Silver Point Capital, L.P.

Key filing fact

Silver Point Capital L.P. filed Form 4 for TreeHouse Foods, Inc. (THS) on 12 Feb 2026.

Key facts

This page summarizes Silver Point Capital L.P.'s Form 4 filing for TreeHouse Foods, Inc. (THS).
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 12 Feb 2026, 20:35.

Change

Previous filing in this sequence was filed on 09 Jan 2026.
Current net transaction value: +$8,783,283.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (3)

CIK 0001332784 Primary reporting owner

Silver Point Capital L.P.

Relationship: 10%+ Owner
Address: TWO GREENWICH PLAZA, SUITE 1, GREENWICH
Signature: /s/ Steven Weiser, Authorized Signatory on behalf of Silver Point Capital, L.P.
Signature date: 12 Feb 2026

CIK 0001029625

MULE EDWARD A

Relationship: 10%+ Owner
Address: TWO GREENWICH PLAZA, SUITE 1, GREENWICH
Signature: /s/ Steven Weiser (as attorney-in-fact on behalf of Edward A. Mule, individually)
Signature date: 12 Feb 2026

CIK 0001382617

O'Shea Robert J

Relationship: 10%+ Owner
Address: TWO GREENWICH PLAZA, SUITE 1, GREENWICH
Signature: /s/ Steven Weiser (as attorney-in fact on behalf of Robert J. O'Shea, individually)
Signature date: 12 Feb 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

THS transaction

Common Stock

Purchase

Transaction value: $8,783,283
Shares: +357,917
Change %: +7.1%
Price: $24.54
Shares after: 5,408,000
Date: 10 Feb 2026
Ownership: Direct
Footnotes: F1, F2, F3

THS transaction

Common Stock

Disposition pursuant to a tender of shares in a change of control transaction

Transaction value
Shares: -5,408,000
Change %: -100%
Price
Shares after: 0
Date: 11 Feb 2026
Ownership: Direct
Footnotes: F2, F3, F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.42 to $24.63. The reporting person undertakes to provide to TreeHouse Foods, Inc., any security holder of TreeHouse Foods, Inc., or the staff at the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Footnote F2

Silver Point Capital, L.P. ("Silver Point") or its wholly owned subsidiaries are the investment managers of Silver Point Capital Fund, L.P. and Silver Point Capital Offshore Master Fund, L.P. (the "Funds") and, by reason of such status, may be deemed to be the beneficial owner of all the reported securities held by the Funds.

Footnote F3

Continued from footnote 2) Silver Point Capital Management, LLC ("Management") is the general partner of Silver Point and as a result may be deemed to be the beneficial owner of all securities held by the Funds. Messrs. Edward A. Mule and Robert J. O'Shea are each members of Management and as a result may be deemed to be the beneficial owner of all of the securities held by the Funds. Messrs. Mule and O'Shea disclaim beneficial ownership of the reported securities held by Funds except to the extent of their pecuniary interests.

Footnote F4

Pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of November 10, 2025, by and among TreeHouse Foods, Inc. (the "Issuer"), Industrial F&B Investments II, Inc. ("Parent"), and Industrial F&B Investments III, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock, par value $0.01 per share, that was issued and outstanding immediately prior to the Effective Time was automatically canceled and converted into the right to receive (i) $22.50 in cash, less applicable taxes and withholding and (ii) one contractual contingent value right, which represents the right to receive a portion of the net proceeds, if any, resulting from certain litigation relating to part of the Issuer's coffee business (clauses (i) and (ii) collectively, the "Merger Consideration").