Albertsons Companies, Inc. (ACI) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-04-23

Key Insights

CEO Susan Morris acquired 114,141 shares of ACI stock through vesting of performance-based restricted stock units (PRSUs) on 04/21/2026, with three separate vesting events from grants made in February 2024, 2025, and 2026.
Morris simultaneously disposed of 49,206 shares through cashless exercise transactions, suggesting a balanced approach to equity compensation where she retained approximately 65% of vested shares while covering tax obligations.
Total beneficial ownership increased from approximately 968,000 to 1,071,078 shares following these transactions, indicating sustained confidence in the company and alignment with shareholder interests despite net selling pressure from tax withholding.

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Earlier Insider Trading filings

Filed: 2026-04-23

Chief Technology & Transformation Officer Anuj Dhanda exercised performance-based restricted stock units (PRSUs) from three separate grant years (2024, 2025, 2026), acquiring a total of 71,253 shares at approximately $17.90 per share on April 21, 2026, resulting in net acquisitions after forfeitures of 63,663 shares.
The vesting of three tranches of PRSUs with different grant dates suggests the company maintains a multi-year equity incentive structure tied to performance metrics, indicating management confidence in the company's ability to meet vesting conditions across multiple performance periods.
Following these transactions, Dhanda's total beneficial ownership increased to approximately 1.1 million shares across all vested tranches, demonstrating significant insider concentration and alignment with shareholder interests at a stock price around $17.90.

Filed: 2026-04-23

Sharon McCollam, President & CFO of Albertsons, exercised performance-based restricted stock units (RSUs) from three separate grant years (2024, 2025, 2026), acquiring a total of 114,425 shares at an average price of $17.90, indicating confidence in the company's valuation.
The transactions represent vesting of performance-based compensation rather than open market purchases, suggesting McCollam's compensation is tied to company performance metrics certified by the Compensation Committee.
McCollam's beneficial ownership increased from approximately 514,330 to 558,051 shares of Class A common stock following these vesting events, demonstrating sustained insider confidence and equity stake alignment with shareholders.

Filed: 2026-04-23

EVP of Supply Chain, Manufacturing & Sourcing Evan Rainwater acquired approximately 39,561 shares of ACI Class A common stock on 04/21/2026 at $17.90 per share through multiple tranches, totaling roughly $708,542 in stock purchases.
The transaction involved vesting of three separate performance-based restricted stock unit (PRSU) grants from February 2024, 2025, and 2026, with the 2026 grant showing zero remaining derivative securities after vesting, indicating full exercise/conversion.
Rainwater's post-transaction beneficial ownership increased to approximately 46,168 shares directly held, demonstrating significant insider accumulation and confidence in company direction despite recent market conditions.
The use of a Rule 10b5-1 trading plan is not indicated in this filing, suggesting these were discretionary exercises rather than pre-arranged trading strategies, which may signal genuine confidence from senior management.

Filed: 2026-04-23

Michael Withers, EVP Retail Operations West, acquired 19,467 shares of Class A common stock on 04/21/2026 at approximately $17.90 per share through vesting of performance-based restricted stock units, representing a net increase in direct ownership to 72,306 shares.
Three separate performance-based RSU tranches vested on the same date (granted Feb 2024, Feb 2025, and Feb 2026), indicating the executive is meeting company performance metrics across multiple grant cycles and maintaining confidence in the organization.
All transactions were acquisitions (no dispositions) through equity compensation vesting rather than open market purchases, suggesting no immediate liquidity needs and continued long-term alignment with shareholder interests.

Filed: 2026-04-23

EVP Thomas Moriarty executed significant equity vesting on 04/21/2026, with three tranches of performance-based RSUs vesting totaling 79,536 shares at an approximate value of $1.43M, indicating strong performance metrics were achieved across multiple grant years (2024-2026).
Moriarty's direct beneficial ownership increased to 87,798 shares (or 105,799 in aggregate across tranches) following vesting, representing a material concentration of insider holdings and demonstrating confidence in the company's direction despite recent equity compensation structure.
The filing includes an indirect ownership stake of 45,725 shares through a Family Trust (disclaimer noted), showing total economic exposure of approximately 133k+ shares, suggesting sustained long-term commitment to ACI despite the volatile grocery retail environment.
Multiple RSU tranches vested simultaneously on the same date across different grant periods suggests routine vesting schedules aligned with Compensation Committee certification, reflecting normal executive compensation practices rather than opportunistic trading activity.

Filed: 2026-04-23

Michelle Larson, Chief Merchandising Officer at Albertsons, acquired 40,003 shares of Class A common stock at $17.90 per share on 04/21/2026, increasing her direct holdings to 182,764 shares, demonstrating insider confidence in the company.
The transaction involved vesting of performance-based restricted stock units (PRSUs) granted on March 20, 2023, which suggests Larson met performance milestones set by the Compensation Committee, indicating positive operational execution over the vesting period.
Additionally, 16,742 shares were disposed of (likely for tax withholding purposes related to PRSU vesting), which is a standard practice and does not indicate negative sentiment from the executive regarding company prospects.
The filing shows net positive equity accumulation by a senior executive responsible for merchandising operations, a critical function for a grocery retailer's competitive positioning and profitability.

Filed: 2026-04-23

EVP Robert Backus acquired 16,002 shares of Class A common stock at $17.90 per share on 04/21/2026, representing a significant insider purchase that signals confidence in the company's near-term prospects.
The transaction includes vesting of performance-based restricted stock units (granted March 20, 2023) that were adjusted for company performance, indicating Backus met or exceeded performance targets during the vesting period.
Following the transaction, Backus holds 111,722 shares directly, demonstrating substantial personal investment in Albertsons by a senior executive responsible for retail operations in the East region.
The disposition of 7,145 shares (likely for tax withholding) alongside the acquisition of 16,002 shares suggests a net bullish position, as the executive retained the majority of newly vested equity.

Filed: 2026-04-23

SVP & Chief Accounting Officer Robert Bruce Larson acquired 16,668 shares of Class A common stock at $17.90 per share on 04/21/2026, representing a net acquisition of approximately $298,461 in company stock.
The acquisition resulted from vesting of performance-based restricted stock units (RSUs) originally granted on March 20, 2023, which vested upon Compensation Committee certification based on company performance metrics.
Following the transaction, Larson holds 77,047 shares directly and 69,604 shares indirectly (via RSU disposition), indicating substantial beneficial ownership concentration in ACI stock by a senior financial executive.
The vesting of performance-based RSUs suggests the company met its performance targets over the 3-year vesting period, which is a positive signal for operational execution and achievement of strategic objectives.

Filed: 2026-04-20

Sharon McCollam, President & CFO of Albertsons, received a significant equity grant totaling 256,566 shares in restricted stock units (128,283 TBRSUs and 128,283 PBRSUs across three tranches) on April 16, 2026, indicating continued confidence in her leadership.
The grant structure combines time-based vesting over three years (2027-2029) with performance-based vesting contingent on fiscal 2026-2028 performance goals, aligning executive compensation with company performance metrics.
This is an equity award grant rather than open market buying or selling activity, suggesting normal course executive compensation rather than insider conviction signals about stock valuation.
The use of an attorney-in-fact (Thomas Moriarty) to sign the Form 4 on behalf of McCollam is standard practice and does not indicate any unusual circumstances.

Filed: 2026-04-20

EVP Thomas Moriarty received a substantial equity grant totaling 220,566 shares (109,957 TBRSUs + 109,957 PBRSUs in aggregate), indicating confidence in his continued leadership in M&A and Corporate Affairs roles.
The compensation structure heavily weights performance-based RSUs (109,957 shares) vesting through 2029 based on fiscal year performance goals, aligning executive incentives with multi-year company performance objectives.
Time-based RSUs vesting over three years (2027-2029) demonstrate a retention strategy for senior leadership during what may be a critical period for M&A activities and corporate restructuring.
The grant timing on April 16, 2026 follows typical annual compensation cycles, with performance certification expected in early 2029, suggesting stable executive compensation planning rather than distressed circumstances.

Filed: 2026-04-20

CEO Susan Morris received a significant equity grant totaling 560,572 restricted stock units (336,286 TBRSUs and 224,286 PBRSUs combined), representing substantial long-term incentive compensation aligned with multi-year vesting schedules through 2029.
The inclusion of performance-based RSUs with vesting contingent on achievement of fiscal 2026-2028 performance goals indicates the board is tying executive compensation directly to operational results, potentially signaling confidence in near-term business execution.
The large equity award to the CEO at the April 16, 2026 date reflects standard annual equity refreshment practices, though the size suggests strong retention focus for the leadership team during what may be a transformational period for Albertsons.

Filed: 2026-04-20

Chief Technology & Transformation Officer Anuj Dhanda received a substantial equity award package totaling 177,154 shares in restricted stock units (88,577 time-based + 88,974 performance-based), indicating strong retention focus for a senior technology executive.
The three-year vesting schedule (2027-2029) with performance conditions tied to fiscal years 2026-2028 demonstrates Albertsons' long-term incentive alignment and confidence in its transformation initiatives under this leader.
All equity awards are direct beneficial ownership with no indirect holdings disclosed, and the transaction represents a standard equity compensation grant rather than open market insider buying or selling activity.

Filed: 2026-04-20

Michelle Larson, Chief Merchandising Officer, received a significant equity award totaling 214,806 restricted stock units (106,903 time-based + 107,903 performance-based) on April 16, 2026, representing a substantial long-term compensation package.
The award structure includes both time-based RSUs vesting over three years (2027-2029) and performance-based RSUs contingent on fiscal 2026-2028 performance goals, indicating management confidence in company performance and retention strategy.
As a C-level executive officer, this insider equity grant demonstrates management's alignment with shareholder interests, though the award represents stock compensation rather than insider buying, which is neutral for sentiment analysis.

Filed: 2026-04-20

EVP Robert Backus received a significant equity award totaling 94,686 units (47,343 time-based RSUs plus 47,343 performance-based RSUs), representing meaningful long-term incentive compensation aligned with multi-year vesting through 2029.
The performance-based RSU component with three separate tranches of 15,781 units each indicates performance metrics tied to fiscal years 2026-2028, suggesting the company is tying executive compensation to multi-year operational goals.
All equity awards vest in the future (TBRSUs: Feb 2027-2029; PBRSUs: Feb 2029), with continued employment requirements, reflecting standard retention practices rather than immediate insider buying or selling activity.
No direct stock purchases or sales are reported in this filing—this is purely a grant of restricted stock units, which is typical for executive compensation cycles and does not signal management's market confidence through personal capital deployment.

Filed: 2026-04-20

EVP Evan Rainwater received a significant equity grant totaling 106,902 shares (53,451 TBRSUs + 53,451 PBRSUs across three tranches) on April 16, 2026, representing meaningful long-term compensation alignment with company performance.
The restricted stock units include both time-based vesting (three equal installments through February 2029) and performance-based components contingent on fiscal 2026-2028 goals, indicating the company is tying executive compensation to specific performance metrics.
As an EVP in Supply Chain, Manufacturing & Sourcing, Rainwater's substantial equity award suggests the company values his retention and performance in a critical operational function during a period likely involving supply chain and cost management initiatives.
All equity awards are direct ownership with no indirect beneficial ownership structures, and the grant timing in mid-April 2026 follows typical annual equity compensation cycles for senior executives.

Filed: 2026-04-20

Michael Withers, EVP Retail Operations West, received 47,343 time-based restricted stock units (TBRSUs) vesting over three years (2027-2029), indicating confidence in long-term company performance and executive retention strategy.
The executive received 47,343 performance-based restricted stock units (PBRSUs) split across three tranches of 15,781 units each, contingent on achieving fiscal 2026-2028 performance goals, aligning executive compensation with operational metrics.
The grant was made on April 16, 2026, totaling approximately 95,686 equivalent shares at target, representing a substantial equity award for a senior operations executive with direct responsibility for western retail operations.
All equity awards are held directly by the executive with no indirect beneficial ownership, and the compensation structure emphasizes both tenure-based vesting and performance-based achievement through 2029.

Filed: 2026-04-20

EVP Chief HR Officer Allison Pinkham received a substantial equity grant totaling 170,544 RSUs (85,522 time-based and 85,022 performance-based units), indicating continued confidence in her retention and performance within the organization.
The time-based RSUs vest over three years (2027-2029) with equal annual installments, while performance-based RSUs vest in 2029 contingent on achieving fiscal 2026-2028 performance goals, aligning executive compensation with long-term company strategy and operational targets.
This grant represents a significant compensation package for a key HR executive, suggesting Albertsons is prioritizing human capital management and talent retention strategies during what may be a competitive labor environment in the grocery sector.

Filed: 2026-04-20

SVP & Chief Accounting Officer Robert Bruce Larson received a significant equity grant totaling 45,816 units (22,908 time-based RSUs plus 22,908 performance-based RSUs across three tranches) on April 16, 2026, representing a substantial compensation package.
The time-based RSUs vest in equal installments over three years (Feb 2027, 2028, 2029), providing retention incentives, while performance-based RSUs vesting in Feb 2029 ties executive compensation to achieving specific fiscal 2026-2028 performance goals.
This equity grant demonstrates Albertsons' continued investment in senior accounting leadership and alignment of executive interests with multi-year company performance, though the actual value depends on future stock price and achievement of undisclosed performance metrics.
The filing shows no direct stock sales or dispositions by the insider, only receipt of equity compensation, suggesting confidence in the company's direction or at minimum no immediate profit-taking by this senior financial officer.

Other reports for Albertsons Companies, Inc.

Annual Report

Important Information

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