Simply Good Foods Co
SMPLFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Simply Good Foods Co Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Aug 30, 2025. The latest insider filing shown is dated May 18, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Legal & General Group Plc | 2026-03-31 | 197,205 | $2.83M | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 561 | $8.05K | SEC filing |
| GABELLI FUNDS LLC | 2026-03-31 | 91,000 | $1.31M | SEC filing |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2026-03-31 | 19,439 | $279K | SEC filing |
| Parkside Financial Bank & Trust | 2026-03-31 | 583 | $8.37K | SEC filing |
| Caisse de depot et placement du Quebec | 2026-03-31 | 96,300 | $1.38M | SEC filing |
| Keating Financial Advisory Services, Inc. | 2026-03-31 | 1 | $14 | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 13,882 | $199K | SEC filing |
| Ruffer LLP | 2026-03-31 | 299,062 | $4.3M | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 791 | $11.4K | SEC filing |
| Voleon Capital Management LP | 2026-03-31 | 12,810 | $184K | SEC filing |
| Invesco Ltd. | 2026-03-31 | 485,932 | $6.97M | SEC filing |
| MILLENNIUM MANAGEMENT LLC | 2026-03-31 | 224,428 | $3.22M | SEC filing |
| Taproot Management LP | 2026-03-31 | 132,567 | $1.9M | SEC filing |
| Janney Montgomery Scott LLC | 2026-03-31 | 40,668 | Not shown | SEC filing |
| Vanguard Personalized Indexing Management, LLC | 2026-03-31 | 12,573 | $180K | SEC filing |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2026-03-31 | 22,971 | Not shown | SEC filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-03-31 | 16,429 | $233K | SEC filing |
| T. Rowe Price Investment Management, Inc. | 2026-03-31 | 1,660,555 | Not shown | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 83,440 | $1.2M | SEC filing |
- Each value is checked against Simply Good Foods Co's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at Simply Good Foods Co's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Simply Good Foods Co's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-11-12 · SCALZO JOSEPH: Larger than 42 of the 44 other insider sales of Common Stock on file. SEC filing
- 2024-11-07 · SCALZO JOSEPH: Larger than 43 of the 44 other insider sales of Common Stock on file. SEC filing
- 2023-07-24 · Ratzan Brian K.: Larger than all 44 other insider sales of Common Stock on file. SEC filing
- 2022-04-19 · SCALZO JOSEPH: Larger than 41 of the 44 other insider sales of Common Stock on file. SEC filing
- 2021-12-28 · SCALZO JOSEPH: Larger than 40 of the 44 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-14 | DALEY CLAYTON C JR · Director | Common Stock | P — Open market or private purchase | +10,000 | 11.78 | SEC filing |
| 2026-04-23 | KILTS JAMES M · Director | Common Stock | P — Open market or private purchase | +80,000 | 12.39 | SEC filing |
| 2025-11-17 | Clawson Michael L · Chief Commercial Officer | Common Stock | P — Open market or private purchase | +5,000 | 20.00 | SEC filing |
| 2025-11-11 | Matthews Timothy Allen · VP, Controller and CAO | Common Stock | S — Open market or private sale | −5,859 | 19.47 | SEC filing |
| 2025-11-06 | Bealer Christopher J · Chief Financial Officer | Common Stock | P — Open market or private purchase | +9,946 | 20.01 | SEC filing |
| 2025-07-23 | Tanner Geoff E · President and CEO | Common Stock | P — Open market or private purchase | +6,050 | 33.11 | SEC filing |
| 2025-04-11 | Heflin Stuart E. Jr. · SVP & General Manager, Quest | Common Stock | S — Open market or private sale | −5,000 | 37.25 | SEC filing |
| 2024-11-18 | KRAFT TIMOTHY RICHARD · Chf Legal & Corp. Affairs Of. | Common Stock | S — Open market or private sale | −76,761 | 37.60 | SEC filing |
Showing 8 of 17 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-12 | WEST DAVID J · Director | Common Stock | G — Bona fide gift | −87,000 | SEC filing |
| 2026-05-12 | WEST DAVID J · Director | Common Stock | G — Bona fide gift | −261,000 | SEC filing |
| 2026-04-16 | Bealer Christopher J · Chief Financial Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −2,361 | SEC filing |
| 2026-03-04 | Held Amy C · SVP and CHRO | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,891 | SEC filing |
| 2026-01-28 | KILTS JAMES M · Director | Common Stock | A — Grant, award, or other acquisition | +6,500 | SEC filing |
| 2026-01-28 | Mally Romitha · Director | Common Stock | A — Grant, award, or other acquisition | +6,500 | SEC filing |
| 2026-01-28 | Ratzan Brian K. · Director | Common Stock | A — Grant, award, or other acquisition | +6,500 | SEC filing |
| 2026-01-28 | RITTERBUSH DAVID W · Director | Common Stock | A — Grant, award, or other acquisition | +6,500 | SEC filing |
Showing 8 of 35 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-01-08 | KILTS JAMES M · Director | Common Stock | J — Other acquisition or disposition | −895,157 | SEC filing |
| 2022-10-13 | Conyers Park Sponsor LLC · Director, 10% owner | Common Stock | J — Other acquisition or disposition | −13,766,778 | SEC filing |
| 2022-01-07 | Conyers Park Sponsor LLC · Director, 10% owner | Common Stock | D — Disposition to the issuer | −1,869,239 | SEC filing |
Showing 3 of 3 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.