# EDGAR Filing Document

**Accession Number:** 0001320695
**File Stem:** 0000902664-26-000858
**Filing Date:** 2026-2
**Character Count:** 8572
**Document Hash:** 311492b12cf65d91ffed9d9be485a547
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-26-000858.hdr.sgml**: 20260211

**ACCESSION NUMBER**: 0000902664-26-000858

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20260211

**DATE AS OF CHANGE**: 20260211

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TreeHouse Foods, Inc.
- **CENTRAL INDEX KEY:** 0001320695
- **STANDARD INDUSTRIAL CLASSIFICATION:** CANNED, FROZEN & PRESERVED FRUIT, VEG & FOOD SPECIALTIES [2030]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 202311383
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-80845
- **FILM NUMBER:** 26621740

**BUSINESS ADDRESS:**
- **STREET 1:** 2021 SPRING ROAD
- **STREET 2:** SUITE 600
- **CITY:** OAK BROOK
- **STATE:** IL
- **ZIP:** 60523
- **BUSINESS PHONE:** 7084095315

**MAIL ADDRESS:**
- **STREET 1:** 2021 SPRING ROAD
- **STREET 2:** SUITE 600
- **CITY:** OAK BROOK
- **STATE:** IL
- **ZIP:** 60523
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JANA Partners Management, LP
- **CENTRAL INDEX KEY:** 0001998597

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A

**BUSINESS ADDRESS:**
- **STREET 1:** 888 SEVENTH AVENUE
- **STREET 2:** 24TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10106
- **BUSINESS PHONE:** 212-455-0900

**MAIL ADDRESS:**
- **STREET 1:** 888 SEVENTH AVENUE
- **STREET 2:** 24TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10106

## Ex-99

**<u>Schedule A</u>**

**Transactions in the Securities of the Issuer During the Past Sixty (60) Days**

The following table sets forth transactions in the shares of Common Stock effected by the Reporting Person during the past sixty (60) days. Such transactions were effected in the open market through brokers and the price per share includes commissions. Where a price range is provided in the column Price Range ($), the price reported in that row's Price Per Share ($) column is a weighted average price. These shares of Common Stock were purchased/sold in multiple transactions at prices between the price ranges indicated in the Price Range ($) column. The Reporting Person will undertake to provide to the staff of the SEC, upon request, full information regarding the number of shares of Common Stock purchased/sold at each separate price.

---

| | | | |
|:---|:---|:---|:---|
| &nbsp;&nbsp;**Trade Date** | &nbsp;&nbsp;**Shares Purchased (Sold)** | &nbsp;&nbsp;**Price Per Share ($)** | &nbsp;&nbsp;**Price Range ($)** |
| &nbsp;&nbsp;02/10/2026 | &nbsp;&nbsp;(1959221) | &nbsp;&nbsp;24.48 | &nbsp;&nbsp;24.44 – 24.52 |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 8)**

**TreeHouse Foods, Inc.**

*(Name of Issuer)*

**Common Stock, par value $0.01 per share**

*(Title of Class of Securities)*

**89469A104**

*(CUSIP Number)*

**Ele Klein & Adriana Schwartz**<br>McDermott Will & Schulte LLP<br>919 Third Avenue<br>New York NY 10022<br>212-756-2000

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**02/11/2026**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **89469A104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**JANA Partners Management, LP** | Name of reporting person<br>**JANA Partners Management, LP** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**0.00** | Aggregate amount beneficially owned by each reporting person<br>**0.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**0%** | Percent of class represented by amount in Row (11)<br>**0%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IA** | Type of Reporting Person (See Instructions)<br>**IA** | |

---

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Common Stock, par value $0.01 per share

**(b) Name of Issuer:**
TreeHouse Foods, Inc.

**(c) Address of Issuer's Principal Executive Offices:**
2021 SPRING ROAD, SUITE 600, OAK BROOK, IL, 60523

This Amendment No. 8 ("Amendment No. 8") amends the statement on Schedule 13D filed with the SEC on February 10, 2021 (as amended from time to time, the "Schedule 13D") with respect to the Shares of the Issuer. This Amendment No. 8 amends Items 4 and 5 as set forth below. Capitalized terms used herein and not otherwise defined in this Amendment No. 8 have the meanings set forth in the Schedule 13D.

**Item 4. Purpose of Transaction**

Item 4 of the Schedule 13D is hereby amended and supplemented as follows:

On February 11, 2026, the previously announced merger (the "Merger") among the Issuer and Industrial F&B Investments II, Inc. ("Parent") and Industrial F&B Investments III, Inc. ("Merger Sub") was consummated, upon which each share of Common Stock issued and outstanding immediately before the effective time of the Merger (the "Effective Time"), subject to certain exceptions, was canceled and converted into the right to receive (1) $22.50 in cash, plus (2) one CVR (as defined in the Merger Agreement), in each case, without interest and less applicable withholding taxes.

In addition, each RSU outstanding as of immediately prior to the Effective Time fully vested and was canceled in exchange for the right to receive (1) a cash payment in an amount equal to the product of the total number of shares of Common Stock underlying such RSU, multiplied by $22.50 and (2) one CVR for each share of Common Stock underlying such RSU, in each case, without interest and subject to any applicable tax withholding, and with respect to (1), to be paid within 10 business days after the Effective Time.

**Item 5. Interest in Securities of the Issuer**

**(a)**
Item 5(a) is hereby amended and restated in its entirety as follows:

As of the close of business on the date hereof, the Reporting Person no longer may be deemed to beneficially own any shares of Common Stock or RSUs.

**(b)**
Item 5(b) is hereby amended and restated in its entirety as follows:

As of the close of business on the date hereof, the Reporting Person no longer may be deemed to beneficially own any shares of Common Stock or RSUs.

**(c)**
Item 5(c) is hereby amended and restated in its entirety as follows:

In addition the closing of the Merger described in Item 4, information concerning transactions in the shares of Common Stock effected by the Reporting Person during the past sixty (60) days is set forth in Schedule A hereto and is incorporated herein by reference. All of the transactions listed in Schedule A were effected in the open market through various brokerage entities.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** JANA Partners Management, LP

**Signature:** /s/ Jennifer Fanjiang

**Name/Title:** Jennifer Fanjiang, Partner, Chief Legal Officer and Chief Compliance Officer

**Date:** 02/11/2026