BELLRING BRANDS, INC. 8-K

What Happened BellRing Brands, Inc. filed an 8-K reporting that its Corporate Governance and Compensation Committee approved special restricted stock unit (RSU) grants on February 19, 2026 to four named executive officers to promote retention during the company’s previously disclosed CEO transition period. The grants were disclosed in the 8-K filed February 23, 2026 and will vest in full on the first anniversary of the grant date; vesting may accelerate upon certain termination events.

Key Details

• Grants and grant-date fair values:
  • Paul A. Rode (CFO): 29,043 RSUs — $551,236 fair value
  • Douglas J. Cornille (Chief Growth Officer): 27,209 RSUs — $516,427 fair value
  • Craig L. Rosenthal (Chief Legal Officer & Secretary): 26,349 RSUs — $500,104 fair value
  • Robin Singh (Chief Supply Chain Officer - Premier Nutrition): 23,877 RSUs — $453,185 fair value
• Approval date: February 19, 2026; 8-K signed February 23, 2026 by Craig L. Rosenthal.
• Vesting: 100% vest on the first anniversary of the grant date; potential acceleration on certain termination events.
• Purpose: Explicitly intended to promote retention during the CEO transition period.

Why It Matters These one-time RSU awards increase the executives’ potential equity compensation and are designed to retain key leaders through the CEO transition. For investors, the grants are a compensation expense and, once vested/settled, will increase outstanding shares if paid in stock, which can affect share count and per-share metrics over time. The filing provides transparency on management retention steps but does not change reported operating results.