SMPL Simply Good Foods Co Insider Trading

Director Clayton C Jr Daley bought 10,000 shares of SMPL at $11.78; stock down 67.8% from 52-week high of $36.61

Clayton C Jr Daley purchased 10,000 shares at $11.78 on 2026-05-14, raising his holdings from 101,743 shares to 111,743 shares. The purchase occurs against a backdrop of significant price weakness: the stock trades at $11.77, representing -67.8% from its 52-week high of $36.61, and has declined -24.1% over the past 90 days. Concurrent with this weakness, the company reported net income of -$159.7M in the latest quarter against revenue of $326.0M, signaling operational challenges despite annual revenue growth of +9.0%. The director's open-market purchase provides a data point on insider appetite at current valuations but should be evaluated against the material loss position and deteriorating near-term price momentum.

Director Kilts buys 80,000 SMPL shares at $12.39; stock now -63.8% from 52-week high, down -34.1% in 90 days.

James M. Kilts, a director, purchased 80,000 shares at $12.39 on 2026-04-23, increasing his holdings by 86.2% from 92,854 to 172,854 shares. The purchase occurs amid significant price weakness: the stock has declined -34.1% over 90 days and trades -63.8% below its 52-week high of $36.91. Notably, Kilts's cross-ticker track record shows an exceptional 100.00% win rate across 90-day measurement windows on 20 prior buy transactions, with an average 90-day return of +3500.7%, suggesting a history of favorable accumulation timing across his portfolio holdings. The company's latest quarter generated $326.0M in revenue with +9.0% annual growth, though it posted a net loss of $-159.7M, creating a divergence between operational scale and profitability that investors should examine alongside this director-level accumulation.

Clawson (Chief Commercial Officer) buys 5,000 shares of SMPL at $20.00; stock down 51.5% from 52-week high

Michael L Clawson, Chief Commercial Officer at Simply Good Foods Co, purchased 5,000 shares at $20.00 on 2025-11-17, increasing his holdings from 32,620 to 37,620 shares. The transaction occurs while the stock trades at $19.39, down 51.5% from its 52-week high of $40.01 and down 22.9% over the past 30 days. The company maintains solid fundamentals with $381.0M in latest quarterly revenue, $41.1M net income, and 9.0% annual revenue growth, but the severe drawdown in share price and recent sharp declines warrant examination of what prompted this insider purchase and whether broader operational or market factors explain the price deterioration.

CFO Bealer buys 9,946 shares at $20.01; stock down -52.0% from 52-week high and -33.9% in 90 days.

CFO Christopher J Bealer purchased 9,946 shares at $20.01 on 2025-11-06, increasing his holdings by 43.2% from 23,020 to 32,966 shares. The transaction is noteworthy given the stock's recent price deterioration: it trades at $19.22 currently, down -52.0% from its 52-week high of $40.01 and off -33.9% over the past 90 days, suggesting the purchase occurred during an extended downturn. The company maintains solid fundamentals with $381.0M in latest-quarter revenue, $41.1M net income, and 9.0% annual revenue growth, supported by an 18.66 P/E ratio. This insider acquisition at a significantly depressed price level relative to the 52-week range, combined with the magnitude of the position increase, warrants attention to whether the CFO's actions signal confidence in the company's ability to reverse its recent decline.

CEO Geoff E Tanner bought 6,050 shares of SMPL at $33.11 on 2025-07-23; stock now 18.5% below 52-week high of $40.01

Geoff E Tanner, President and CEO of Simply Good Foods Co, purchased 6,050 shares at $33.11, increasing his holdings from 92,140 to 98,190 shares. The purchase occurred at a price 18.5% below the 52-week high of $40.01 and 1.5% above the 52-week low of $31.31. His prior open-market buy at this ticker in July 2023 generated a 5.9% return within 30 days but declined 5.7% over 90 days, establishing a pattern of near-term strength followed by longer-term underperformance. The company's fundamentals remain solid with $381.0M in quarterly revenue, net income of $41.1M, and 7.1% annual revenue growth, though the current valuation sits at a P/E of 23.46 against a market cap of $3.3B. The stock's 90-day decline of 7.9% combined with flat 30-day momentum suggests the CEO is purchasing during a weakness period rather than sustained strength.

Chief Legal & Corp. Affairs Officer Kraft sells 76,761 shares of SMPL at $37.60 for $2.9M, reducing stake by -65.7%

Timothy Richard Kraft, Chief Legal and Corporate Affairs Officer, executed a substantial sale of 76,761 shares on 2024-11-18 at $37.60, totaling $2,886,228.95, which reduced his holdings from 116,829 shares to 40,068 shares—a reduction of -65.7% from his pre-transaction position. This is a significant material reduction in his stake at a price $1.54 below the current market price of $39.14 and near the middle of the 52-week range of $31.31–$42.69. The sale follows another sale by Kraft at SMPL just one week prior on 2024-11-11, indicating a pattern of consecutive dispositions within a short window. At the cross-ticker level, Kraft's prior two open-market sales showed an average 90-day return of +3.5% (poorly timed, as the stock rose after his sales), and his same-ticker history at SMPL shows one measurable prior sale in May 2023 that also returned +3.5% over 90 days—further evidence of a pattern where his sales have not preceded subsequent declines. The stock has risen +20.1% over the past 30 days and +22.8% over 90 days, suggesting the current sale occurs in a period of strong upward momentum, not during a downturn.

Director Ratzan sold 50,000 SMPL shares at $37.38 on 2024-11-14, reducing holdings to 2,049,387 shares; part of pattern of 3 sales in 6 days.

Ratzan executed a sale of 50,000 shares at $37.38 on 2024-11-14, the third transaction in a 6-day window (prior sales on 2024-11-08 and 2024-11-06). The sale reduced his holdings by 50,000 shares (-2.4% vs pre-transaction holdings). His cross-ticker track record shows an 8-trade sell history with a 100.00% well-timed rate at the 90-day mark (average 90d return -15.8%), and at SMPL specifically, his 2 prior measurable sells (2024-01-04 and 2023-12-06) both declined by the 90-day mark (-23.7% and -15.8% respectively). The current price of $37.32 is -12.6% from the 52-week high but +9.1% over the past 30 days, placing the sale after a near-term rally. The clustering of three sales in early November warrants attention to whether additional disclosures or corporate actions are forthcoming.

Director SCALZO JOSEPH sold 147,200 shares of SMPL at $36.86 on 2024-11-12, reducing holdings by 51.0%.

Director SCALZO JOSEPH executed a substantial sale of 147,200 shares at $36.86 for total value of $5,425,100.16, reducing his post-transaction holdings to 141,439 shares. This represents a net change of sold 147,200 shares, or -51.0% versus pre-transaction holdings of 288,639 shares. The sale cut his ownership stake nearly in half, which is a material reduction in his financial commitment to the company. One reported line was excluded due to a filer coding anomaly, so the disclosed transaction reflects the cleaner subset of the filing.

CLO KRAFT TIMOTHY RICHARD sold 21,209 shares of SMPL at $36.50 on 2024-11-11; stock now $36.71, -14.0% from 52-week high.

Chief Legal Officer Kraft Timothy Richard executed a discretionary sale of 21,209 shares for $774,183.64, reducing his stake from 61,277 shares to 40,068 shares (-34.6%). The sale occurred at $36.50 per share, approximately $0.21 below the current price of $36.71, within the stock's 52-week range of $31.31–$42.69. His prior sale at SMPL on 2023-05-05 was poorly timed: the stock rose +3.5% over the following 90 days, and his cross-ticker track record of 1 prior open-market sale shows similar unfavorable timing (90d well-timed rate 0.00%). The current sale follows a modest recent rally: SMPL is +8.3% over 30 days and +11.2% over 90 days, though still down 14.0% from the 52-week peak. The company's fundamentals show steady performance: revenue of $334,757,000.00 ($334.8M) in the latest quarter, net income of $41,334,000.00 ($41.3M), annual revenue growth of +7.1%, and a P/E of 24.15 on a $3,679,132,329.59 market cap. The sale occurs at a price between the 52-week range midpoint and the recent 30-day recovery, lacking a clear bullish or bearish signal relative to the company's operational trajectory.

Director Ratzan Brian K. sold 66,483 shares of SMPL at $36.28 (Nov 11), reducing stake by -3.1%; stock now -14.0% from 52-week high.

Ratzan sold 66,483 shares of Simply Good Foods Co at $36.28, bringing his post-transaction holdings to 2,099,387 shares, a -3.1% reduction from 2,165,870 shares. This sale occurred as the stock trades at $36.71, down -14.0% from its 52-week high of $42.69, though up +8.3% over the prior 30 days and +11.2% over 90 days. Ratzan's prior sales at SMPL show a 100% well-timed rate at the 90-day mark across 3 measurable sales, with all three resulting in negative subsequent returns (-11.3%, +2.2%, and +6.5% at 30 days, followed by -23.7%, -15.8%, and -13.9% at 90 days respectively). His cross-ticker sell history demonstrates a 100% well-timed rate with an average 90-day return of -15.8%, suggesting his sales have historically preceded stock declines. The company itself shows solid fundamentals with $334.8M in latest-quarter revenue, $41.3M net income, and +7.1% annual growth, trading at a P/E of 24.15.