Public record / Tickers / SMPL

SMPL — Simply Good Foods Co†

Both disclosure regimes on one name: who in Congress filed about SMPL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming SMPL
Members · 12m
1
4 buys · 0 sells · by trade date
Latest PTR
03-24
filed 2026-03-24
13F holders
262
top-262 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tim Moore · $15.0K–$50.0K

BUY · traded 2026-02-11 → filed 2026-02-20. Ranked over every SMPL row by the provable lower bound, never a point estimate.

1 member · 4 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SMPL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SMPL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-24Tim Moore R–NC-14BUYTraded 03-13 +11d$1K–$15K
2026-03-24Tim Moore R–NC-14BUYTraded 03-12 +12d$1K–$15K
2026-02-20Tim Moore R–NC-14BUYTraded 02-11 +9d$15K–$50K
2026-02-20Tim Moore R–NC-14BUYTraded 02-03 +17d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in SMPL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SMPL in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Tim Moore R–NC-144$32.0K to $130K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SMPL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SIMPLY GOOD FOODS CO

Merged timeline of congressional filings and notable-manager moves on SMPL
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13FNEW+1,128,889 sh
2026-05-15Gotham Asset Management 13FADD+160,285 sh
2026-05-15Bridgewater Associates 13FADD+10,020 sh
2026-05-14Caxton Associates 13FADD+9,847 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SMPL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$188M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$79.8M1
3VANGUARD CAPITAL MANAGEMENT LLC$54.1M1
4STATE STREET CORP$48.3M1
5DIMENSIONAL FUND ADVISORS LP$43.1M1
6River Road Asset Management, LLC$43.0M1
7FMR LLC$40.5M1
8FULLER & THALER ASSET MANAGEMENT, INC.$27.5M1
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$27.4M1
10MORGAN STANLEY$22.4M1
11WELLINGTON MANAGEMENT GROUP LLP$21.8M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$21.1M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$17.4M1
14BROWN ADVISORY INC$16.6M1
15OAKTREE CAPITAL MANAGEMENT LP$16.2M1
16BANK OF AMERICA CORP /DE/$14.9M1
17Qube Research & Technologies Ltd$14.0M1
18NORTHERN TRUST CORP$12.5M1
19Man Group plc$11.9M1
20UBS Group AG$11.6M1
21HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$11.2M1
22JUPITER ASSET MANAGEMENT LTD$9.1M1
23SHAPIRO CAPITAL MANAGEMENT LLC$9.0M1
24VANGUARD FIDUCIARY TRUST CO$8.4M1
25AQR CAPITAL MANAGEMENT LLC$8.2M1
26Walleye Capital LLC$7.5M1
27Invesco Ltd.$7.0M1
28HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.5M1
29Jump Financial, LLC$6.4M1
30Edgestream Partners, L.P.$6.4M1
31WINTON GROUP Ltd$6.0M1
32PRINCIPAL FINANCIAL GROUP INC$6.0M1
33Assenagon Asset Management S.A.$5.8M1
34D. E. Shaw & Co., Inc.$5.4M1
35Aquatic Capital Management LLC$5.1M1
36VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.6M1
37WELLS FARGO & COMPANY/MN$4.4M1
38PUBLIC SECTOR PENSION INVESTMENT BOARD$4.4M1
39SEIZERT CAPITAL PARTNERS, LLC$4.3M1
40Ruffer LLP$4.3M1
41Quantinno Capital Management LP$4.2M1
42FEDERATED HERMES, INC.$4.0M1
43XTX Topco Ltd$3.8M1
44JANE STREET GROUP, LLC$3.8M1
45RAYMOND JAMES FINANCIAL INC$3.7M1
46VICTORY CAPITAL MANAGEMENT INC$3.4M1
47MILLENNIUM MANAGEMENT LLC$3.2M1
48Eurizon Capital SGR S.p.A.$3.2M1
49Universal- Beteiligungs- und Servicegesellschaft mbH$3.1M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.1M1
51CITIGROUP INC$3.0M1
52Creative Planning$2.9M1
53Legal & General Group Plc$2.8M1
54Nuveen, LLC$2.8M1
55Gotham Asset Management, LLC$2.6M1
56Swiss National Bank$2.5M1
57ALLIANCEBERNSTEIN L.P.$2.4M1
58New Age Alpha Advisors, LLC$2.4M1
59Bridgefront Capital, LLC$2.4M1
60Y-Intercept (Hong Kong) Ltd$2.3M1
61DEUTSCHE BANK AG\$2.3M1
62Brevan Howard Capital Management LP$2.2M1
63SEI INVESTMENTS CO$2.1M1
64Villanova Investment Management Co$2.0M1
65FIL Ltd$1.9M1
66Taproot Management LP$1.9M1
67Engineers Gate Manager LP$1.8M1
68RENAISSANCE TECHNOLOGIES LLC$1.8M1
69CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$1.7M1
70Brooklyn Investment Group$1.7M1
71FIFTH THIRD BANCORP$1.6M1
72Bridgewater Associates, LP$1.6M1
73CLARK ESTATES INC/NY$1.5M1
74PRUDENTIAL FINANCIAL INC$1.5M1
75SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
76CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.4M1
77FRANKLIN RESOURCES INC$1.4M1
78CAXTON ASSOCIATES LLP$1.3M1
79Schonfeld Strategic Advisors LLC$1.3M1
80VOYA INVESTMENT MANAGEMENT LLC$1.3M1
81Graham Capital Management, L.P.$1.3M1
82Empowered Funds, LLC$1.3M1
83Headlands Technologies LLC$1.2M1
84ENVESTNET ASSET MANAGEMENT INC$1.2M1
85AMERICAN CENTURY COMPANIES INC$1.2M1
86Robeco Institutional Asset Management B.V.$1.2M1
87BARCLAYS PLC$1.1M1
88VANGUARD ASSET MANAGEMENT, Ltd$1.1M1
89NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.0M1
90Atom Investors LP$1.0M1
91Weiss Asset Management LP$948K1
92Zurcher Kantonalbank (Zurich Cantonalbank)$936K1
93FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$903K1
94TWINBEECH CAPITAL LP$872K1
95Illinois Municipal Retirement Fund$770K1
96Holocene Advisors, LP$682K1
97ROYCE & ASSOCIATES LP$681K1
98ZACKS INVESTMENT MANAGEMENT$645K1
99ROYAL BANK OF CANADA$623K1
100Vident Advisory, LLC$621K1
101Amundi$609K1
102MANUFACTURERS LIFE INSURANCE COMPANY, THE$581K1
103MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$579K1
104Janus Henderson Group Ltd.$576K1
105Vanguard Global Advisers, LLC$520K1
106Morningstar Investment Management LLC$485K1
107HSBC HOLDINGS PLC$443K1
108Pathstone Holdings, LLC$440K1
109Cerity Partners LLC$438K1
110iSAM Funds (UK) Ltd$410K1
111NEW YORK STATE COMMON RETIREMENT FUND$380K1
112CANADA PENSION PLAN INVESTMENT BOARD$377K1
113STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$372K1
114BALYASNY ASSET MANAGEMENT L.P.$350K1
115EntryPoint Capital, LLC$348K1
116Arizona State Retirement System$347K1
117YOUSIF CAPITAL MANAGEMENT, LLC$331K1
118SHELTON CAPITAL MANAGEMENT$324K1
119INTECH INVESTMENT MANAGEMENT LLC$320K1
120Vanguard Investments Australia, Ltd.$314K1
121Polymer Capital Management (US) LLC$304K1
122COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$302K1
123Verition Fund Management LLC$285K1
124Van Hulzen Asset Management, LLC$282K1
125OREGON PUBLIC EMPLOYEES RETIREMENT FUND$279K1
126Allianz Asset Management GmbH$271K1
127Mariner, LLC$267K1
128Atria Investments, Inc$266K1
129CWM, LLC$248K1
130Pictet Asset Management Holding SA$243K1
131Empirical Asset Management, LLC$234K1
132WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$233K1
133EXCHANGE TRADED CONCEPTS, LLC$232K1
134CREDIT AGRICOLE S A$215K1
135Swiss Life Asset Management Ltd$210K1
136MERCER GLOBAL ADVISORS INC /ADV$199K1
137ProShare Advisors LLC$192K1
138Voleon Capital Management LP$184K1
139Lido Advisors, LLC$181K1
140Vanguard Personalized Indexing Management, LLC$180K1
141Jain Global LLC$179K1
142Maryland State Retirement & Pension System$176K1
143State of Wyoming$172K1
144TWO SIGMA SECURITIES, LLC$170K1
145DAVENPORT & Co LLC$166K1
146Centiva Capital, LP$160K1
147Ensign Peak Advisors, Inc$157K1
148GUGGENHEIM CAPITAL LLC$153K1
149MACKENZIE FINANCIAL CORP$152K1
150Rench Wealth Management, Inc.$144K1
151Ameritas Investment Partners, Inc.$108K1
152GROUP ONE TRADING LLC$106K1
153MEEDER ASSET MANAGEMENT INC$102K1
154Rockefeller Capital Management L.P.$91.0K1
155BNP Paribas Asset Management Holding S.A.$83.5K1
156OSAIC HOLDINGS, INC.$79.0K1
157NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$77.3K1
158Caitong International Asset Management Co., Ltd$55.7K1
159Larson Financial Group LLC$45.4K1
160Tower Research Capital LLC (TRC)$44.7K1
161Bayforest Capital Ltd$43.9K1
162Blue Trust, Inc.$38.1K1
163Leonteq Securities AG$33.1K1
164SIMPLEX TRADING, LLC$32.8K1
165US BANCORP \DE\$27.0K1
166NOMURA ASSET MANAGEMENT CO LTD$25.8K1
167Pinnacle Wealth Planning Services, Inc.$18.7K1
168Aster Capital Management (DIFC) Ltd$17.7K1
169SIGNATUREFD, LLC$17.3K1
170Allworth Financial LP$17.0K1
171UMB Bank, n.a.$12.6K1
172Cassaday & Co Wealth Management LLC$12.1K1
173MAI Capital Management$11.7K1
174QUADRANT CAPITAL GROUP LLC$11.4K1
175SALEM INVESTMENT COUNSELORS INC$10.8K1
176Smartleaf Asset Management LLC$10.5K1
177Parkside Financial Bank & Trust$8.4K1
178Owl Creek Wealth Partners LLC$5.8K1
179HRT FINANCIAL LP$5.7K1
180Kilter Group LLC$3.1K1
181Clearstead Advisors, LLC$2.6K1
182ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6K1
183Mitsubishi UFJ Asset Management Co., Ltd.$1.2K1
184CANADA LIFE ASSURANCE Co$1.0K1
185THRIVENT FINANCIAL FOR LUTHERANS$9961
186FARMERS & MERCHANTS INVESTMENTS INC$8181
187True Wealth Design, LLC$7901
188State of Alaska, Department of Revenue$6701
189Private Wealth Management Group, LLC$5741
190Manchester Capital Management LLC$5601
191Rialto Wealth Management, LLC$5031
192Investors Portfolio Services LLC$4961
193Godfrey Financial Associates, Inc.$4591
194South Dakota Investment Council$3741
195SJS Investment Consulting Inc.$3741
196Prestige Wealth Management Group LLC$2591
197JFS WEALTH ADVISORS, LLC$2301
198PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1611
199SBI Securities Co., Ltd.$1291
200Ameritas Advisory Services, LLC$1291
201Abound Wealth Management$1011
202CVA Family Office, LLC$721
203TD Waterhouse Canada Inc.$711
204KBC Group NV$441
205DiNuzzo Private Wealth, Inc.$291
206Vermillion Wealth Management, Inc.$141
207Keating Financial Advisory Services, Inc.$141
208Capital Advisors, Ltd. LLC$01
209Avion Wealth$01
210CENTRAL TRUST Co— value not disclosed1
211VANGUARD GROUP INC— value not disclosed1
212TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
213COMERICA BANK— value not disclosed1
214MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC— value not disclosed1
215TD ASSET MANAGEMENT INC— value not disclosed1
216PROFUND ADVISORS LLC— value not disclosed1
217LOS ANGELES CAPITAL MANAGEMENT LLC— value not disclosed1
218TWO SIGMA INVESTMENTS, LP— value not disclosed1
219SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
220ALGERT GLOBAL LLC— value not disclosed1
221CIBC Private Wealth Group LLC— value not disclosed1
222ASSETMARK, INC— value not disclosed1
223Campbell & CO Investment Adviser LLC— value not disclosed1
224GSA CAPITAL PARTNERS LLP— value not disclosed1
225NORGES BANK— value not disclosed1
226PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
227CITADEL ADVISORS LLC— value not disclosed1
228OXFORD ASSET MANAGEMENT LLP— value not disclosed1
229HighTower Advisors, LLC— value not disclosed1
230TWO SIGMA ADVISERS, LP— value not disclosed1
231State of New Jersey Common Pension Fund D— value not disclosed1
232Candriam S.C.A.— value not disclosed1
233PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
234BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
235Arax Advisory Partners— value not disclosed1
236Tidal Investments LLC— value not disclosed1
237Lighthouse Investment Partners, LLC— value not disclosed1
238ARMISTICE CAPITAL, LLC— value not disclosed1
239Trexquant Investment LP— value not disclosed1
240Squarepoint Ops LLC— value not disclosed1
241Quadrature Capital Ltd— value not disclosed1
242Counterpoint Mutual Funds LLC— value not disclosed1
243Savoir Faire Capital Management, L.P.— value not disclosed1
244Cynosure Group, LLC— value not disclosed1
245Salomon & Ludwin, LLC— value not disclosed1
246Banque Cantonale Vaudoise— value not disclosed1
247Physician Wealth Advisors, Inc.— value not disclosed1
248INCEPTIONR LLC— value not disclosed1
249Maxi Investments CY Ltd— value not disclosed1
250DARK FOREST CAPITAL MANAGEMENT LP— value not disclosed1
251Optiver Holding B.V.— value not disclosed1
252AlphaQuest LLC— value not disclosed1
253Bell Investment Advisors, Inc— value not disclosed1
254PharVision Advisers, LLC— value not disclosed1
255SageView Advisory Group, LLC— value not disclosed1
256AXQ CAPITAL, LP— value not disclosed1
257Corient Private Wealth LLC— value not disclosed1
258Dunhill Financial, LLC— value not disclosed1
259Quarry LP— value not disclosed1
260Freestone Grove Partners LP— value not disclosed1
261Ankerstar Wealth, LLC— value not disclosed1
262GILPIN WEALTH MANAGEMENT, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 209 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 0 sell
Congress net ($ bound)$32.0K to $130K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SMPL

RETAINED WINDOW · ACTIVE HITS

Zero hits on SMPL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SMPL · financials and macro

Financials — as filed PLANNED

SMPL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SMPL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing