CAG CONAGRA BRANDS INC. Insider Trading

Director LENNY RICHARD H buys 25,000 shares of CAG at $14.34; holdings increase to 229,340 shares (+12.2%)

LENNY RICHARD H purchased 25,000 shares at $14.34 on 2026-04-14, expanding his position by 12.2% to 229,340 shares. The current price of $14.09 is 46.2% below the 52-week high of $26.19, and the stock has declined 18.9% over the past 90 days. His prior buy at CAG on 2023-10-09 showed a 90-day return of +3.3%, consistent with his cross-ticker track record of 100% win rate on buys. The company trades at a P/E of 5.85 with annual revenue declining 3.6%, operating at a $6.7B market cap on $2.8B quarterly revenue and $199.8M net income. The purchase occurs during a period of significant stock weakness, though the insider's historical execution on this ticker has been favorable in hindsight.

Director Mulligan purchases 17,500 CAG shares at $14.31; holdings surge 542.1% to 20,728 shares as stock trades 46.2% below 52-week high.

Director John J Mulligan acquired 17,500 shares at $14.31 on 2026-04-14, expanding his position from 3,228 shares to 20,728 shares—a 542.1% increase in absolute holdings. The purchase occurs as CAG trades at $14.09, down 46.2% from its 52-week high of $26.19 and has declined 18.9% over the past 90 days. While the stock trades near its 52-week low, Conagra's fundamentals show mixed signals: a P/E of 5.85 is relatively compressed, but annual revenue has contracted 3.6% and the latest quarter generated $199.8M net income on $2.8B in revenue. The substantial accumulation by a director during a period of depressed price levels and negative momentum warrants investor attention to understand whether this reflects management confidence in near-term recovery or other strategic considerations.

CAG Director Brown purchased 10,000 shares at $18.72; holdings up 19.9% to 60,167 shares

Director Thomas K Brown purchased 10,000 shares of Conagra Brands at $18.72 on 2025-10-07, increasing his total holdings by 19.9% from 50,167 to 60,167 shares. The purchase occurred near the lower end of the 52-week range ($18.04–$30.32), with the stock currently trading at $18.50, down 39.0% from its 52-week high and down 4.7% over the past 30 days. Conagra's fundamentals show a net income of $164,500,000 with a P/E ratio of 10.39 and annual revenue declining 3.6% year-over-year, signaling an economically challenged operating environment. The timing and scale of this open-market purchase—a substantial addition to his position during a period of stock weakness and declining annual revenues—merits monitoring for signals about insider confidence in the company's trajectory.

EVP & COO McGough sells 40,000 CAG shares at $30.29; prior two same-ticker sales both well-timed with negative 90d returns

McGough Thomas M sold 40,000 shares (representing a -19.9% reduction in holdings) at $30.29 on 2024-08-13 for a total of $1,211,600.00. This comes against a backdrop of consistent selling discipline: both of his prior trades at CAG were well-timed at the 90-day mark, with 2023-08-02 showing 90d return of -17.3% and 2023-04-06 showing 90d return of -12.9%, indicating the stock declined after those sales. His cross-ticker track record shows a 100.00% well-timed rate across 2 prior sells with an average 90d return of -15.1%. While CAG's current price of $30.82 is only -2.4% from the 52-week high and +7.8% over the past 30 days, the observed pattern of prior disciplined exit timing on this specific holding merits monitoring of subsequent price action.