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Lifeway Food SEC Filings

LWAY NASDAQ

Welcome to our dedicated page for Lifeway Food SEC filings (Ticker: LWAY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Lifeway Foods turns milk into gut-healthy kefir, but its SEC disclosures are where you鈥檒l spot the numbers behind every probiotic bottle. Investors often ask where to locate milk-price sensitivity, how much revenue the ProBugs kids line contributes, or whether new distribution in the UAE affects margins. Those answers sit inside dense 10-Ks and 10-Qs鈥攄ocuments that can stretch past 300 pages.

Stock Titan鈥檚 AI trims the reading list. Open the Lifeway Foods quarterly earnings report 10-Q filing and our algorithm highlights same-store sales growth, inventory levels, and commodity cost hedges. Need Lifeway Foods insider trading Form 4 transactions? AG真人官方-time alerts surface every executive stock move, giving you the complete Lifeway Foods Form 4 insider transactions real-time feed without sorting through EDGAR. You鈥檒l also find plain-language cards that make Lifeway Foods SEC filings explained simply, from Lifeway Foods annual report 10-K simplified to Lifeway Foods 8-K material events explained.

Why dig this deep? Filings reveal how Lifeway manages dairy supply contracts, tracks live-culture quality controls, and prices its expanding international lineup. In the proxy you鈥檒l see Lifeway Foods proxy statement executive compensation that links bonuses to sales of kefir and cheese, while our dashboard delivers Lifeway Foods earnings report filing analysis that compares gut-health SKUs quarter over quarter. For advanced monitoring, set watchlists to flag Lifeway Foods executive stock transactions Form 4 before product launches. From milk procurement footnotes to distribution-channel breakdowns, our AI turns regulatory text into actionable context so you can focus on the trends鈥攏ot the paperwork.

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Form 4 shows that on 07/29/2025 PCB Bancorp (PCB) director and 10% owner Sang Young Lee executed five open-market purchases totaling 18,200 common shares at prices ranging from $21.40 to $21.49. All transactions were made indirectly through a family trust and coded 鈥淧鈥� (purchase). Following the buys, Lee鈥檚 indirect beneficial ownership increased to 1,569,210 shares. No sales or derivative transactions were reported.

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Amendment No. 5 to Schedule 13G reveals that The Vanguard Group now owns a passive 4.64 % stake in Stem, Inc. (STEM) as of 30 June 2025.

  • Shares held: 386,755 common shares.
  • Voting power: 0 shares (sole or shared).
  • Dispositive power: 383,903 shares sole; 2,852 shares shared.
  • Reporting status: Vanguard files as an Investment Adviser (IA) under Rule 13d-1(b).

The firm checked Item 5 (鈥渙wnership of 5 % or less鈥�), indicating its position has fallen below the 5 % threshold since the prior amendment. Vanguard certifies the securities are held in the ordinary course and not to influence control. While the reduction suggests recent net selling by a major index manager, Vanguard retains disposal authority over a meaningful block, keeping it an important鈥攂ut non-activist鈥攕hareholder.

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Ryde Group Ltd (NASDAQ: RYDE) 鈥� Schedule 13G filing discloses that Singaporean individual investor Steven Kwek Poh Song now beneficially owns 4,850,000 Class A ordinary shares, representing 17.57 % of the Class A share class and 5.21 % of total voting power. The shares are held with sole voting and dispositive power; no shares are held jointly. The filing is made under Rule 13d-1(c), indicating a passive investment intent rather than an attempt to influence control of the issuer. Based on the company鈥檚 latest Form F-3 (9 Jul 2025), Ryde has 27.6 million Class A and 6.5 million Class B shares outstanding, with Class B carrying ten votes per share. This ownership level crosses the 5 % reporting threshold, providing investors with up-to-date transparency on equity concentration and potential float limitations. No purchase price, transaction date details beyond the event date (18 Jun 2025), or financing terms are provided.

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Edward and Ludmila Smolyansky, owners of approximately 26% of Lifeway Foods (NASDAQ: LWAY), have filed a definitive Consent Statement (July 2 2025) to remove the current board and seat seven new directors. The pair say early shareholder outreach shows growing support.

  • Governance dispute: The activists accuse the board of delaying the 2025 AGM, refusing to set a record date and adopting a poison pill after dismissing Danone鈥檚 unsolicited $27 per-share offer as inadequate.
  • Director sell-off: Lead independent director Jason Scher sold 24,566 shares (~$600k at $24.23), leaving only one share and apparently breaching Lifeway鈥檚 200% retainer stock-holding policy.
  • Call to action: Shareholders are urged to sign WHITE consent cards; the full solicitation materials are available on the SEC website.
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Schedule 13D/A (Amendment No. 24) 鈥� Lifeway Foods, Inc. (NASDAQ: LWAY)

The filing updates the ownership positions and intentions of the Smolyansky family and related trust. Three reporting persons disclose the following beneficial holdings, calculated against 15,203,241 outstanding shares as of 6 May 2025:

  • Edward Smolyansky: 3,159,975 shares (20.8%) 鈥� sole voting power over 2,584,975 and shared voting power over 575,000.
  • Ludmila Smolyansky: 940,166 shares (6.2%) 鈥� sole voting power over 865,166 and shared over 75,000.
  • The Edward Smolyansky Trust 2/2/16: 1,233,333 shares (8.1%) 鈥� sole voting and dispositive power.

In aggregate, the group controls approximately 35.1 % of the reported outstanding shares.

Purpose of Transaction: On 2 July 2025 the filing persons launched a consent solicitation seeking to:

  • Repeal any by-law amendments adopted after 24 Mar 2023.
  • Remove current directors appointed on or after 15 Jun 2024.
  • Elect seven nominees (including Edward and Ludmila Smolyansky) to the board.
  • Amend the by-laws to bar employment of the CEO鈥檚 immediate family members.

They simultaneously issued a press release (Ex. 99.1) and, on 7 July 2025, demanded that Lifeway call its 2025 Annual Meeting 鈥渁s promptly as practicable.鈥�

Implications: The filing signals an activist campaign aimed at overhauling governance, replacing directors and restricting nepotistic practices. With a combined stake above one-third of shares outstanding, the group wields significant influence that could reshape Lifeway鈥檚 board composition and corporate strategy.

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Amendment No. 5 to Schedule 13D discloses that the Silver Lake鈥揳ffiliated reporting persons (Global Blue Holding L.P., SL Globetrotter L.P., SL Globetrotter GP Ltd., Silver Lake Technology Associates III Cayman L.P. and Silver Lake (Offshore) AIV GP III Ltd.) have tendered all of their equity interests in Global Blue Group Holding AG (鈥淕B鈥�) in connection with the cash tender offer launched by Shift4 Payments, Inc. and its Swiss merger subsidiary.

The offer, which commenced on 21 March 2025 and expired one minute after 11:59 p.m. (NYC time) on 2 July 2025, met all conditions. The Silver Lake vehicles tendered:

  • 34,871,499 ordinary shares held by Cayman Holdings at $7.50 per share
  • 4,939,137 Series A preferred shares (convertible into ordinary shares) at $10.00 per share
  • 91,230,811 ordinary shares held by Globetrotter at $7.50 per share
  • 11,970,487 Series A preferred shares held by Globetrotter at $10.00 per share

In addition, 2,701,935 Global Blue warrants (Cayman Holdings) and 6,548,415 warrants (Globetrotter) were cashed-out and are no longer exercisable. As a result of these transactions, the reporting persons now report 0 shares beneficially owned (0.0% of the class) and thereby cease to be 5% holders as of 3 July 2025.

Following completion of the offer, director Joseph Osnoss resigned from the Global Blue board. The filing attaches an amended Annex A listing directors of the Silver Lake general partners and adds Exhibit 99.1 containing that information.

This amendment is limited to updating ownership, identity disclosures and purpose-of-transaction details; all other information in prior filings remains unchanged.

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Bank of Montreal (BMO) is issuing US$4.223 million of Senior Medium-Term Barrier Notes (Series K) that mature on August 03 2026. The notes are linked to the worst performance of the Russell 2000庐 Index (RTY) and the S&P 500庐 Index (SPX) and are offered at 100% of principal.

Income profile: Investors will receive fixed monthly coupons of 0.8058% ($8.058 per $1,000), equivalent to 鈮�9.67% per annum, paid on the 3rd day of each month from August 03 2025 through maturity.

Capital repayment: Principal is not protected. At maturity investors receive:

  • $1,000 plus final coupon if no Trigger Event occurs, regardless of index performance.
  • If a Trigger Event occurs and the Final Level of the least-performing index is below its Initial Level, repayment equals $1,000 脳 (1 + Percentage Change of the Least Performing Index) 鈥� a 1% loss for each 1% decline. Principal could be wiped out.

Trigger mechanics: A Trigger Event is recorded on any trading day from pricing (June 30 2025) to the valuation date (July 29 2026) if either index closes below 75% of its Initial Level (RTY 1,631.276; SPX 4,653.71). Protection terminates once breached.

Key terms (per $1,000): Initial Levels 鈥� RTY 2,175.035, SPX 6,204.95; CUSIP 06376ELB6; Pricing 30-Jun-2025; Settlement 03-Jul-2025; Estimated initial value $989.30; Agent鈥檚 commission 0.65%; issuer credit risk BMO senior unsecured.

Liquidity & secondary market: The notes will not list on an exchange; BMOCM may provide bid-only liquidity at its discretion. Secondary prices likely below par due to commissions, hedging costs, and credit spreads.

Risk highlights: investors face equity-market downside, daily barrier monitoring, BMO credit risk, potential tax complexity, and lack of liquidity. Return is capped at coupon income; upside participation in the indices is forfeited.

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Salesforce, Inc. (CRM) has filed a Form 144 signaling the intended sale of 144,000 common shares through Merrill Lynch on the NYSE around 01 July 2025. At the reference price used in the filing, the transaction is valued at approximately $39.24 million. The seller鈥攚hose name and relationship to Salesforce are not disclosed鈥攐riginally obtained the shares on 22 March 2019 via the exercise of a stock option and paid for them in cash on 22 March 2023. No additional Salesforce shares have been sold by this filer during the past three months. The proposed sale represents roughly 0.015 % of the company鈥檚 956 million shares outstanding, suggesting minimal impact on overall float or control. The filing contains no indication of a Rule 10b5-1 trading plan, nor any remarks beyond the standard certification language.

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Salesforce, Inc. (CRM) has filed a Form 144 signaling the intended sale of 144,000 common shares through Merrill Lynch on the NYSE around 01 July 2025. At the reference price used in the filing, the transaction is valued at approximately $39.24 million. The seller鈥攚hose name and relationship to Salesforce are not disclosed鈥攐riginally obtained the shares on 22 March 2019 via the exercise of a stock option and paid for them in cash on 22 March 2023. No additional Salesforce shares have been sold by this filer during the past three months. The proposed sale represents roughly 0.015 % of the company鈥檚 956 million shares outstanding, suggesting minimal impact on overall float or control. The filing contains no indication of a Rule 10b5-1 trading plan, nor any remarks beyond the standard certification language.

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FAQ

What is the current stock price of Lifeway Food (LWAY)?

The current stock price of Lifeway Food (LWAY) is $25.22 as of July 31, 2025.

What is the market cap of Lifeway Food (LWAY)?

The market cap of Lifeway Food (LWAY) is approximately 390.0M.

What is the core business of Lifeway Foods, Inc.?

Lifeway Foods, Inc. specializes in manufacturing probiotic-rich fermented dairy products, including drinkable kefir, lactose-free variants, artisanal cheeses, and a ProBugs line for kids.

How does Lifeway differentiate its products?

Through a focus on high-quality fermentation techniques, innovative product formulations like probiotic smoothies with collagen, and rigorous standards that emphasize bioavailable nutrients and live cultures.

Which markets does Lifeway Foods serve?

Lifeway Foods has a strong presence in the United States and has expanded its distribution to international markets including Mexico, Ireland, South Africa, the United Arab Emirates, and France.

What are Lifeway Foods' flagship products?

The company鈥檚 flagship product is its drinkable kefir, known for its distinct tangy flavor and high probiotic content, along with other offerings such as lactose-free kefir, cultured cheeses, and innovations in probiotic beverages.

How does Lifeway emphasize health benefits in its product lineup?

Lifeway incorporates live and active cultures in its recipes to support gut health, and its products are enriched with essential vitamins, proteins, and bioactive nutrients to enhance overall nutritional value.

What strategies support Lifeway Foods' international expansion?

The company secures strategic distribution agreements, adapts its product range to local market preferences, and leverages its expertise in branded products rather than private label manufacturing to build a global presence.
Lifeway Food

NASDAQ:LWAY

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LWAY Stock Data

389.96M
5.25M
66.68%
22.8%
1.71%
Packaged Foods
Dairy Products
United States
MORTON GROVE