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The Simply Good Foods

US · SMPL #3341 by market cap
9.95 +0.06 +0.56%
Live - 5344 symbols - heartbeat 245s ago · 2026-10-08 10:00
Pre-market 9.95 +0.61%
After-hours 9.89 0.00%
Market cap
879.74M
P/B
0.62
EPS
1.02
Reader sentiment Are you bullish or bearish on SMPL?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions decreased by 4 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.1 percentage points.

Institutional ownership

Held by institutions
100.69% +0.12pp
Institutions
346 -4
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund76.27%
Hedge Fund10.07%
Individual/Insider9.13%
Public Company5.69%
Sovereign Wealth Fund3.43%
Private Company2.13%
VC/PE Fund1.36%
Government Pension Fund1.04%
Family Office/Trust0.37%

Top holders as of 2026-06-30

BlackRock 15.40% · 13.62M sh
Vanguard Portfolio Management, LLC 6.23% · 5.51M sh
Vanguard Capital Management, LLC 4.81% · 4.25M sh
James Kilts 4.27% · 3.78M sh
State Street Global Advisors 3.90% · 3.45M sh
Norges Bank Investment Management 3.42% · 3.02M sh
Geode Capital Management, LLC 3.18% · 2.81M sh
T. Rowe Price Group, Inc. 3.01% · 2.66M sh
River Road Asset Management, LLC 2.91% · 2.58M sh
Silvercrest Asset Management Group LLC 2.87% · 2.54M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 36 buys · 10 sells

NameRoleStake
James Kilts Independent Chairperson 4.27%
Brian Ratzan Independent Director 2.32%
David West Independent Director 1.87%
Joseph Scalzo Executive Vice Chair 0.17%
Clayton Daley Independent Director 0.12%
Robert Montgomery Independent Director 0.06%
Geoff Tanner Chief Executive Officer 0.06%
Shaun Mara Chief Financial Officer 0.06%
Michelle Goolsby Independent Director 0.04%
James White Independent Director 0.03%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-07-21 Timothy Kraft Chief Legal Officer, Corporate Secretary & Compliance Officer Other Acquisition +88,081 --
2026-07-21 Christopher Bealer Officer Other Acquisition +73,361 --
2026-05-13 Clayton Daley Independent Director Open Market Acquisition +10,000 $11.78
2026-05-11 David West Independent Director Other Disposition -348,000 --
2026-04-22 James Kilts Independent Chairperson Open Market Acquisition +80,000 $12.39
2026-04-15 Christopher Bealer Officer Sale to Issuer -2,361 $11.61
2026-03-03 Amy Held Chief Human Resources Officer Sale to Issuer -1,891 $16.38
2026-01-27 Brian Ratzan Independent Director Other Acquisition +6,500 --
2026-01-27 Clayton Daley Independent Director Other Acquisition +6,500 --
2026-01-27 Michelle Goolsby Independent Director Other Acquisition +6,500 --
2026-01-27 James Kilts Independent Chairperson Other Acquisition +6,500 --
2026-01-27 David West Independent Director Other Acquisition +6,500 --
2026-01-27 James White Independent Director Other Acquisition +6,500 --
2026-01-27 Joseph Schena Independent Director Other Acquisition +6,500 --
2026-01-27 Robert Montgomery Independent Director Other Acquisition +6,500 --
2026-01-27 David Ritterbush Director Other Acquisition +6,500 --
2026-01-27 Romitha Mally Director Other Acquisition +6,500 --
2026-01-18 Joseph Scalzo Executive Vice Chair Other Derivative Acquisition +2,000,000 $20.93
2026-01-18 Joseph Scalzo Executive Vice Chair Initial Statement of Beneficial 0 --
2025-11-16 Mike Clawson Chief Customer Officer Open Market Acquisition +5,000 $20.00

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 10:00:25 · For reference only, not investment advice and not tailored to your situation.