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Mantle Ridge LP, MR Cobalt Advisor LLC and Paul C. Hilal filed Amendment No. 5 to their Schedule 13D on Dollar Tree (DLTR) dated 15 July 2025. The group continues to hold 13,640,904 common shares (6.5% beneficial ownership) and maintains total economic exposure to 23,296,508 shares (11.2% of shares outstanding) through cash- and physically-settled forward structures.

On 11 July 2025 the 鈥淧articipating MR Funds鈥� exercised expiring option agreements with an aggregate strike payment of $889.6 million. Rather than taking delivery, the parties converted the options into new cash-settled and physically-settled forward contracts that mirror the previous exposure, leaving voting and dispositive power unchanged.

The exercise was funded via a $918.1 million secured loan facility from an unaffiliated institution. The loan is collateralised by 10,982,616 pledged shares plus derivatives referencing 10,268,954 shares, but notably contains no margin-call or price-trigger provisions. Voting rights on pledged shares remain with Mantle Ridge unless a foreclosure event occurs.

No additional share purchases or sales were reported; the amendment primarily updates the capital-markets mechanics (option conversion, loan facility) and confirms current ownership percentages. Exhibits include the joint filing agreement, trading data and templates for the derivative contracts.

The Form 144 filing discloses that Mitchell B. Goldsteen intends to sell 1,000 shares of Shimmick Corporation (symbol SHIM) common stock on or about 11 July 2025 through TD Securities (USA) LLC on the NASDAQ exchange. The shares represent approximately 0.0029 % of the company鈥檚 34,361,459 shares outstanding and have an aggregate market value of $1,990 (implied price $1.99 per share).

The seller acquired the shares on 9 December 2020 via a private transaction with GOHO LLC. Rule 144 requires affiliates to give public notice when they plan to sell restricted or control shares, but the notice itself does not obligate the sale.

The filing also lists extensive prior sales by Mr. Goldsteen during the last three months: 196,395 shares disposed of in 57 transactions generating gross proceeds of roughly $330 k (based on the amounts shown). These historical sales equal about 0.57 % of shares outstanding. The proposed 1,000-share transaction continues that selling pattern but remains immaterial to the company鈥檚 capital structure.

No information is provided regarding Mr. Goldsteen鈥檚 role at Shimmick, the purpose of the sales, or any company-specific developments. Form 144 explicitly states that the filer affirms awareness of no undisclosed material adverse information.

Key data at a glance:

• Shares to be sold (new notice): 1,000
• Aggregate value: $1,990
• Outstanding shares: 34.36 M
• Prior 3-month sales by filer: 鈮�196.4 k shares
• Exchange: NASDAQ; Broker: TD Securities (USA) LLC

Agios Pharmaceuticals, Inc. (AGIO) has filed a Form 144 indicating a planned sale of restricted securities under Rule 144 of the Securities Act of 1933.

• Securities to be sold: 1,400 shares of AGIO common stock.
• Approximate market value: $56,000 (based on the filer鈥檚 calculation).
• Broker: Morgan Stanley Smith Barney LLC, 1 New York Plaza, 8th Floor, New York, NY 10004.
• Estimated sale date: 10 July 2025 on the NASDAQ exchange.
• Shares outstanding: 57,915,199, so the proposed sale represents roughly 0.002% of shares outstanding.
• The shares were acquired via stock-option exercise on 10 July 2025 and will be sold for cash.

No other sales by the reporting person were disclosed for the prior three-month period, and no additional remarks were provided. The filing contains the standard representation that the filer is unaware of any undisclosed material adverse information.

This Form 144 is routine administrative disclosure; the dollar amount and share count are immaterial relative to AGIO鈥檚 float, implying minimal impact on market dynamics or insider-sentiment interpretation.

Form 4 filing overview

On July 8, 2025 Agios Pharmaceuticals, Inc. (AGIO) granted Director Jay T. Backstrom two equity awards:

• 23,393 non-qualified stock options at an exercise price of $36.28, vesting 25 % after one year and monthly thereafter through July 2029; expiration July 8, 2035.
• 4,341 restricted stock units (RSUs) convertible into one share each, vesting in three equal annual tranches starting July 8, 2026.

After the grant, Backstrom beneficially owns 23,393 options and 4,341 RSUs, all held directly.

The transaction is coded 鈥淎,鈥� indicating a company-issued award rather than an open-market purchase, and no shares were sold. No financial performance metrics or strategic disclosures are included, making this a routine compensation event that modestly aligns the director鈥檚 incentives with shareholder interests.

Agios Pharmaceuticals, Inc. (AGIO) 鈥� Form 144

An affiliate has filed a Form 144 to sell up to 11,914 common shares through Morgan Stanley Smith Barney on or about 07/09/2025. The shares have an aggregate market value of $452,631.92 and represent roughly 0.02 % of the company鈥檚 57,915,199 shares outstanding, indicating a very limited effect on the public float.

The seller acquired the shares on the same date via a cash-settled stock-option exercise. In the prior three months the same individual sold 7,000 shares (4,091 on 07/01/2025 and 2,909 on 06/24/2025) for total gross proceeds of $237,341.32.

The filing states that the insider is unaware of any undisclosed material adverse information and is complying with Rule 144 sale restrictions. Given the modest share count involved, the proposed disposition appears to be a routine liquidity move with minimal expected market impact.

Agios Pharmaceuticals, Inc. (Nasdaq: AGIO) filed an 8-K announcing the election of Jay Backstrom, M.D., MPH, to its Board of Directors. The Board approved his appointment on 3 July 2025, effective 8 July 2025, as a Class III director serving until the 2028 annual meeting.

Compensation package under the non-employee director policy:

• Annual cash retainers: $50,000 for board service and $7,500 for Science & Technology Committee duties.
• Equity awards effective 8 July 2025: (i) non-statutory stock option with a Black-Scholes grant-date value of $472,500; (ii) restricted stock units valued at $157,500. The option strike price equals the closing market price on the grant date. Vesting: 25 % of options after one year, remainder monthly over 36 months; RSUs vest one-third annually over three years.
• Standard reimbursement of reasonable travel expenses.

Dr. Backstrom will also sign the company鈥檚 standard indemnification agreement. The filing states there are no related-party transactions or other arrangements connected to his selection.

The disclosure is limited to governance matters; it does not include financial results or operational updates.

Schedule 13G filing: Bellevue Group AG and its wholly-owned subsidiary Bellevue Asset Management AG have disclosed a new beneficial ownership position in Agios Pharmaceuticals, Inc. (NASDAQ: AGIO).

• Stake size: 3,515,150 common shares, representing 6.1 % of the outstanding class as of the triggering date 06 / 01 / 2025.
• Voting & dispositive power: The reporting persons hold shared voting and dispositive power over the entire position; they report zero sole voting/dispositive power.
• Reporting entities: Bellevue Group AG (parent holding company, Switzerland) and Bellevue Asset Management AG (investment manager, Switzerland) filed jointly.
• Purpose: The securities were acquired and are held in the ordinary course of business, not for the purpose of influencing control, as certified in Item 10.
• Form details: Filed 07 / 07 / 2025 under Rule 13d-1(b); CUSIP 00847X104; security class 鈥� common stock.

This disclosure introduces Bellevue as a >5 % institutional holder in Agios. While no strategic intentions are indicated, the filing may signal incremental institutional confidence and can affect perceptions of the shareholder base composition.