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.
This page provides access to U.S. Securities and Exchange Commission filings for Lifeway Foods, Inc. (NASDAQ: LWAY), an Illinois-based manufacturer of probiotic, cultured and fermented dairy foods. Through these filings, investors can review how the company reports financial performance, governance changes and key agreements that affect LWAY common stock.
Recent Form 8-K current reports document a range of material events. One 8-K dated November 12, 2025 furnishes five-year financial projections that Lifeway provided to Danone North America PBC during due diligence for a potential transaction, including net sales, gross profit, operating income, Adjusted EBITDA, capital expenditures and free cash flow. Other 8-Ks disclose estimated unaudited net sales for a fiscal quarter, the execution of a Cooperation Agreement with Danone, the appointment and resignation of directors, and the scheduling of annual shareholder meetings.
Filings also describe governance and rights arrangements. An 8-K dated October 29, 2025 outlines Amendment No. 1 to the Shareholder Rights Agreement, extending the expiration of a shareholder rights plan and explaining the board’s rationale related to concentrated share ownership and potential accumulation of control without a premium. Another 8-K filed September 30, 2025 details the Cooperation Agreement with Danone, including board refreshment, voting commitments and registration rights for Danone’s holdings.
On Stock Titan, Lifeway’s SEC filings are updated in step with the EDGAR system and paired with AI-powered summaries that explain the significance of each document in clear language. Users can quickly scan 8-K disclosures for governance and transaction developments, and refer to annual and quarterly reports when available for a broader view of Lifeway’s financial condition and risk factors, without having to interpret every technical section themselves.
Lifeway Foods, Inc. director Juan Carlos Dalto reported an award of 776 shares of phantom stock on March 31, 2026. Each phantom share represents the right to receive one share of common stock and becomes payable when he no longer serves as a director.
The phantom stock was acquired by deferring his cash compensation for board service for the quarter ended March 31, 2026 under the Non-Employee Director Equity and Deferred Compensation Plan. Following this award, he holds 7,362 phantom stock units, 4,751 common shares, and multiple restricted stock unit grants with future vesting dates.
Lifeway Foods director Kirk Chartier reported a compensation-related equity award. He acquired 857 shares of phantom stock by deferring his cash fees for service on the board for the quarter ended March 31, 2026. Each phantom share represents a right to receive one share of common stock when he no longer serves as a director.
The filing also shows Chartier holding 2,512 restricted stock units, each representing a contingent right to one share of common stock that vests on December 30, 2026, if he continues serving as a director through that date.
Lifeway Foods, Inc. director Jason Scott Scher reported equity-based compensation and existing holdings rather than open-market trading. He received an award of 1,277 shares of phantom stock, representing deferred cash compensation for Board service for the quarter ended March 31, 2026.
After this award, he holds 80,874 phantom stock units, each representing a right to receive one share of common stock, payable when he no longer serves as a director. He also holds several blocks of restricted stock units (RSUs) that each convert into one share of common stock at no exercise price.
The RSUs vest on specified future dates, including December 30, 2026, August 31, 2026, and in tranches of 1,356 and 1,354 RSUs on July 1, 2026 and July 1, 2027, contingent on his continued service as a director.
Harris Andee reported acquisition or exercise transactions in this Form 4 filing.
Lifeway Foods, Inc. director Andee Harris received 873 shares of phantom stock as a non-cash grant tied to deferred board compensation for the quarter ended March 31, 2026. Each phantom share represents a right to one common share, payable when she no longer serves as a director.
Harris also holds 2,512 restricted stock units, each representing a contingent right to one common share. These RSUs are scheduled to vest on December 30, 2026, contingent on her continued service on the board through that vesting date.
Lifeway Foods, Inc. reported preliminary unaudited net sales for the first quarter of 2026 of $60.8 million to $62.3 million, a 32% to 35% increase compared to the first quarter of 2025. Management attributes this growth to continued momentum in its core kefir and farmer cheese products and strong demand for protein-rich, probiotic foods.
The company plans to release full first quarter 2026 financial results on May 14, 2026, before the market opens, and will provide a pre-recorded conference call and webcast at 9:00 a.m. ET that day through its investor relations website.
Lifeway Foods, Inc. CFO Eric A. Hanson reported equity compensation activity involving restricted stock units and common shares. He exercised 743 restricted stock units into an equal number of common shares at a conversion price of $0.00 per share and received 743 common shares as a grant or award. To satisfy tax withholding obligations, 285 common shares were surrendered to the company at $18.30 per share, and the footnotes clarify that no stock was sold in the market.
After these transactions, Hanson directly holds 57,494 shares of common stock. He also continues to hold several blocks of unvested restricted stock units that each represent one share of common stock, with scheduled vesting dates through 2029, contingent on his continued service.
Lifeway Foods, Inc. insider Ludmila Smolyansky, a member of a 10% owner group, reported an indirect open-market sale of 10,000 shares of common stock at a weighted average price of $18.74 per share on March 18, 2026. The shares were sold in multiple trades at prices between $18.42 and $19.34.
The transaction was made through the Ludmila Smolyansky Trust 2/1/05, where she serves as trustee, which held 747,823 shares after the sale. Additional indirect holdings include 17,343 shares held by The Smolyansky Family Foundation, where she is trustee, and 750,000 shares held by The Ludmila and Edward Smolyansky Family Foundation, where she is a director and disclaims beneficial ownership of those shares.
Lifeway Foods 10% owner Edward Smolyansky reported an open-market sale of 14,353 shares of common stock on March 19, 2026 at a weighted average price of $17.77 per share. The footnotes state the trades occurred between $17.50 and $18.41.
Following the sale, he directly holds 1,101,642 shares. He also has indirect holdings, including shares beneficially held by the Edward Smolyansky Trust dated 2/2/16, and additional shares held by Smolyansky Holding LLC, where he disclaims beneficial ownership except for any pecuniary interest, plus shares held by his son that he fully disclaims.
LWAY insiders reported proposed and recent sales of Common Stock. A Form 144 lists Common Stock associated with Citigroup Global Markets Inc. The filing shows a historical gift of 750,000 shares on 03/09/2018 and recent dispositions by Edward Smolyansky of 22,313, 13,334 and 7,343 shares on 03/17/2026, 03/16/2026 and 03/11/2026 respectively, with cash proceeds recorded for each trade.
Ludmila Smolyansky submitted a Form 144 notice reporting proposed resale of 10,000 shares of Common Stock on 03/18/2026 through RBC Capital Markets LLC on Nasdaq. The filing also shows a prior sale of 26,431 shares on 12/23/2025 for $645,393.