Last 12 months
Inside the activity.
19 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 11 | 0 |
| Dec 2025 | 1 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 4 | 0 |
| Jun 2026 | 1 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 13, 2023 Filed Apr 14, 2023 11:01 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
Stephens W. R. Jr.10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
|
SaleCommon Stock | 2,718 | $12.50 | $33,987.77 |
DisclosureSEC source: 0001427999-23-000017 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,601,869 F1 · balance_after: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| April 12, 2023 Filed Apr 14, 2023 11:01 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
Stephens W. R. Jr.10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
|
SaleCommon Stock | 4,193 | $12.54 | $52,594.48 |
DisclosureSEC source: 0001427999-23-000017 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,604,587 F1 · balance_after: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| April 11, 2023 Filed Apr 12, 2023 17:16 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
Stephens W. R. Jr.10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
|
SaleCommon Stock | 11,387 | $12.61 | $143,566.16 |
DisclosureSEC source: 0001427999-23-000016 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,608,780 F1 · balance_after: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 17:16 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
Stephens W. R. Jr.10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
|
SaleCommon Stock | 10,553 | $12.59 | $132,913.98 |
DisclosureSEC source: 0001427999-23-000016 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,260,167 F1 · balance_after: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| April 06, 2023 Filed Apr 6, 2023 16:27 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 10,000 | $12.29 | $122,924.00 |
DisclosureSEC source: 0001427999-23-000015 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,630,720 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 16:27 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 3,287 | $12.16 | $39,982.74 |
DisclosureSEC source: 0001427999-23-000015 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,640,720 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 09:51 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 7,379 | $12.10 | $89,261.55 |
DisclosureSEC source: 0001427999-23-000012 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,644,007 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 09:51 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 12,769 | $12.12 | $154,798.59 |
DisclosureSEC source: 0001427999-23-000012 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,651,386 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 10:22 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
Stephens W. R. Jr.10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
|
SaleCommon Stock | 3,800 | $12.11 | $46,035.10 |
DisclosureSEC source: 0001427999-23-000011 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,664,155 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 10:22 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
Stephens W. R. Jr.10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
|
SaleCommon Stock | 9,359 | $12.17 | $113,875.63 |
DisclosureSEC source: 0001427999-23-000011 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,667,955 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 24, 2023 Filed Mar 27, 2023 09:58 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 11,378 | $12.12 | $137,919.56 |
DisclosureSEC source: 0001427999-23-000010 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,677,314 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 09:58 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 8,107 | $12.01 | $97,357.77 |
DisclosureSEC source: 0001427999-23-000010 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,688,692 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 22, 2023 Filed Mar 22, 2023 17:33 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 15,000 | $12.09 | $181,387.50 |
DisclosureSEC source: 0001427999-23-000009 · primary_doc.xml · nonDerivative · entry 3 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,696,799 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 17:33 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 1,500 | $12.18 | $18,269.40 |
DisclosureSEC source: 0001427999-23-000009 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,711,799 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 17:33 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 20,000 | $12.19 | $243,822.00 |
DisclosureSEC source: 0001427999-23-000009 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,713,299 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 17, 2023 Filed Mar 17, 2023 16:20 UTC |
FORD JOE TDirector
|
PurchaseCOMMON STOCK | 20,000 | $11.50 | $230,000.00 |
DisclosureSEC source: 0001903601-23-000042 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,700 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.45 to $11.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range. Read SEC document |
| March 17, 2023 Filed Mar 17, 2023 17:22 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 30,000 | $11.63 | $348,771.00 |
DisclosureSEC source: 0001427999-23-000008 · primary_doc.xml · nonDerivative · entry 3 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,733,299 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:21 UTC |
Ford William AGROUP PRESIDENT, OPERATIONS
|
GrantCOMMON STOCK | 135,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-23-000044 · primary_doc.xml · nonDerivative · entry 2 Ford William A · CIK 0001933479 · GROUP PRESIDENT, OPERATIONS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,249 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share. The RSUs will vest annually in three equal installments starting on March 17, 2024, subject to the reporting person's continued employment with the issuer through the applicable vesting dates and certain early vesting conditions. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:21 UTC |
Ford William AGROUP PRESIDENT, OPERATIONS
|
PurchaseCOMMON STOCK | 15,792 | $11.61 | $183,345.12 |
DisclosureSEC source: 0001903601-23-000044 · primary_doc.xml · nonDerivative · entry 1 Ford William A · CIK 0001933479 · GROUP PRESIDENT, OPERATIONS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,174 Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:51 UTC |
Schuhmacher BlakeCHIEF ACCOUNTING OFFICER
|
GrantCOMMON STOCK | 34,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-23-000047 · primary_doc.xml · nonDerivative · entry 1 Schuhmacher Blake · CIK 0001641916 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,278 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share. The RSUs will vest annually in three equal installments starting on March 17, 2024, subject to the reporting person's continued employment with the issuer through the applicable vesting dates and certain early vesting conditions. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:41 UTC |
Pledger Thomas ChristopherCHIEF FINANCIAL OFFICER
|
GrantCOMMON STOCK | 128,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-23-000046 · primary_doc.xml · nonDerivative · entry 1 Pledger Thomas Christopher · CIK 0001933995 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402,625 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share. The RSUs will vest annually in three equal installments starting on March 17, 2024, subject to the reporting person's continued employment with the issuer through the applicable vesting dates and certain early vesting conditions. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:30 UTC |
McKinney Robert P.CHIEF LEGAL OFFICER
|
GrantCOMMON STOCK | 34,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-23-000045 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,278 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share. The RSUs will vest annually in three equal installments starting on March 17, 2024, subject to the reporting person's continued employment with the issuer through the applicable vesting dates and certain early vesting conditions. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:04 UTC |
FORD SCOTT TDirector · CHIEF EXECUTIVE OFFICER · 10% owner
|
PurchaseCOMMON STOCK | 39,000 | $11.65 | $454,350.00 |
DisclosureSEC source: 0001903601-23-000043 · primary_doc.xml · nonDerivative · entry 1 FORD SCOTT T · CIK 0001187377 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,000 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.42 to $11.88, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 17:22 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 13,963 | $11.49 | $160,401.36 |
DisclosureSEC source: 0001427999-23-000008 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,763,299 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 10:50 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 10,000 | $11.53 | $115,321.00 |
DisclosureSEC source: 0001427999-23-000007 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,781,925 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 10:50 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 3,817 | $11.20 | $42,751.55 |
DisclosureSEC source: 0001427999-23-000007 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,791,925 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 10:23 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 3,735 | $11.18 | $41,757.30 |
DisclosureSEC source: 0001427999-23-000006 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,795,742 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 10:23 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 4,200 | $11.27 | $47,314.68 |
DisclosureSEC source: 0001427999-23-000006 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,799,477 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 17:42 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 10,000 | $11.32 | $113,175.00 |
DisclosureSEC source: 0001427999-23-000005 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,803,677 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 17:42 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 7,120 | $11.29 | $80,418.98 |
DisclosureSEC source: 0001427999-23-000005 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,813,677 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 10:40 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 614 | $11.30 | $6,940.23 |
DisclosureSEC source: 0001427999-23-000004 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,820,797 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 15:28 UTC |
Pledger Thomas ChristopherCHIEF FINANCIAL OFFICER
|
Tax withholdingCOMMON STOCK | 49,404 | $11.18 | $552,336.72 |
DisclosureSEC source: 0001903601-23-000036 · primary_doc.xml · nonDerivative · entry 1 Pledger Thomas Christopher · CIK 0001933995 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,750 F1 · shares: These shares were withheld to satisfy the reporting person's tax obligations that arose when time-based restricted stock belonging to the reporting person vested. F2 · balance_after: The amount reported gives effect to the distribution of 17,339 shares in a transaction exempt from Section 16 pursuant to Rule 16a-12. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 11:02 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 10,000 | $11.30 | $113,021.00 |
DisclosureSEC source: 0001427999-23-000003 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,821,411 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 11:02 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 9,343 | $11.08 | $103,550.34 |
DisclosureSEC source: 0001427999-23-000003 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,831,411 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 11:33 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 12,662 | $11.15 | $141,166.11 |
DisclosureSEC source: 0001427999-23-000002 · primary_doc.xml · nonDerivative · entry 2 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,840,754 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 11:33 UTC |
Stephens Group, LLC10% owner
SG-Coffee, LLC10% owner
CAMPBELL ELIZABETH STEPHENS10% owner
Stephens W. R. Jr.10% owner
|
SaleCommon Stock | 7,254 | $11.12 | $80,638.37 |
DisclosureSEC source: 0001427999-23-000002 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Coffee, LLC · CIK 0001931570 · 10% owner CAMPBELL ELIZABETH STEPHENS · CIK 0001228225 · 10% owner Stephens W. R. Jr. · CIK 0001228226 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,853,416 F1 · ownership.direct: In addition to the direct holdings of Common Stock listed here, The Stephens Group, LLC ("The Stephens Group") directly holds 155,814 shares of Series A Convertible Preferred Stock and indirectly holds 2,785,082 shares of Series A Convertible Preferred Stock through SG-Coffee, LLC ("SG-Coffee"). The Stephens Group is the sole manager of SG-Coffee and has voting and dispositive power over the shares held by SG-Coffee. Investment and voting decisions with respect to the shares beneficially owned by The Stephens Group are made by W.R. Stephens, Jr. and Elizabeth S. Campbell, acting as managers. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Coffee. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:14 UTC |
FORD JOE TDirector
|
PurchaseCOMMON STOCK | 5,000 | $12.72 | $63,600.00 |
DisclosureSEC source: 0001903601-22-000136 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,700 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.69 to $12.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range. Read SEC document |
| November 28, 2022 Filed Feb 14, 2023 22:25 UTC |
Ford William AGROUP PRESIDENT, OPERATIONS
|
PurchaseCOMMON STOCK | 4,200 | $14.10 | $59,220.00 |
DisclosureSEC source: 0001903601-23-000004 · primary_doc.xml · nonDerivative · entry 2 Ford William A · CIK 0001933479 · GROUP PRESIDENT, OPERATIONS 10b5-1 filing: Not disclosed Ownership: Indirect · BY TRUST Disclosed balance after: 4,200 F1 · ownership.nature: Represents shares of Common Stock, held of record by a family trust for the benefit of Mr. Ford's children, of which Mr. Ford is the trustee. Mr. Ford disclaims beneficial ownership over all shares of Common Stock held by the trust over which he does not have any pecuniary interest, and this report shall not be deemed an admission that Mr. Ford is the beneficial owner of the disclaimed securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 16:08 UTC |
FORD JOE TDirector
|
PurchaseCOMMON STOCK | 5,000 | $12.75 | $63,750.00 |
DisclosureSEC source: 0001903601-22-000126 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,700 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.73 to $12.75, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 21:16 UTC |
Schuhmacher BlakeCHIEF ACCOUNTING OFFICER
|
PurchaseCOMMON STOCK | 5,000 | $12.78 | $63,900.00 |
DisclosureSEC source: 0001903601-22-000127 · primary_doc.xml · nonDerivative · entry 1 Schuhmacher Blake · CIK 0001641916 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.77 to $12.80, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range. Read SEC document |
| September 16, 2022 Filed Sep 19, 2022 21:25 UTC |
KEATING LESLIE STARRDirector
|
PurchaseCOMMON STOCK | 5,000 | $10.06 | $50,300.00 |
DisclosureSEC source: 0001903601-22-000112 · primary_doc.xml · nonDerivative · entry 1 KEATING LESLIE STARR · CIK 0001716654 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 17:18 UTC |
FORD JOE TDirector
|
PurchaseCOMMON STOCK | 1,200 | $10.00 | $12,000.00 |
DisclosureSEC source: 0001903601-22-000111 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,700 F1 · price: These shares were purchased in multiple transactions each at a price of $10.00. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased in each separate transaction. Read SEC document |
| September 13, 2022 Filed Sep 14, 2022 17:11 UTC |
FORD JOE TDirector
|
PurchaseCOMMON STOCK | 5,000 | $10.25 | $51,250.00 |
DisclosureSEC source: 0001903601-22-000108 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,500 F1 · price: These shares were purchased in multiple transactions each at a price of $10.25. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased in each separate transaction. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 17:15 UTC |
FORD JOE TDirector
|
PurchaseCOMMON STOCK | 10,000 | $11.25 | $112,500.00 |
DisclosureSEC source: 0001903601-22-000106 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.22 to $11.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 17:02 UTC |
FORD JOE TDirector
|
PurchaseCOMMON STOCK | 45,500 | $10.97 | $499,135.00 |
DisclosureSEC source: 0001903601-22-000105 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.97 to $11.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| August 31, 2022 Filed Feb 14, 2023 22:25 UTC |
Ford William AGROUP PRESIDENT, OPERATIONS
|
PurchaseCOMMON STOCK | 9,483 | $11.11 | $105,356.13 |
DisclosureSEC source: 0001903601-23-000004 · primary_doc.xml · nonDerivative · entry 1 Ford William A · CIK 0001933479 · GROUP PRESIDENT, OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,382 Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 16:06 UTC |
FORD JOE TDirector
|
PurchaseCOMMON STOCK | 107,000 | $12.15 | $1,300,050.00 |
DisclosureSEC source: 0001903601-22-000104 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY TRUST Disclosed balance after: 107,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.50 to $12.42, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · ownership.nature: Consists of 107,000 shares of Common Stock, held of record by the Jo Ellen Ford Family Trust, of which Mr. Ford is the trustee. Mr. Ford disclaims beneficial ownership over all shares of Common Stock held by the Jo Ellen Ford Family Trust over which he does not have any pecuniary interest and this report shall not be deemed an admission that Mr. Ford is the beneficial owner of the disclaimed securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 29, 2022 Filed Aug 29, 2022 17:06 UTC |
FORD JOE TDirector
|
GrantCOMMON STOCK | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-22-000096 · primary_doc.xml · nonDerivative · entry 1 FORD JOE T · CIK 0001176401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share ("Common Stock"). The RSUs will vest on August 29, 2023, subject to the reporting person's continued service on the board of directors of the issuer through the applicable vesting date and certain early vesting conditions. Read SEC document |
| August 29, 2022 Filed Aug 29, 2022 20:22 UTC |
Ford William AGROUP PRESIDENT, OPERATIONS
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GrantCOMMON STOCK | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-22-000091 · primary_doc.xml · nonDerivative · entry 1 Ford William A · CIK 0001933479 · GROUP PRESIDENT, OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,899 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share. The RSUs will vest annually in three equal installments starting on August 29, 2023, subject to the reporting person's continued employment with the issuer through the applicable vesting dates and certain early vesting conditions. Read SEC document |
| August 29, 2022 Filed Aug 29, 2022 22:00 UTC |
Umesiri OluwatoyinDirector
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GrantCOMMON STOCK | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-22-000103 · primary_doc.xml · nonDerivative · entry 1 Umesiri Oluwatoyin · CIK 0001933305 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share. The RSUs will vest on August 29, 2023, subject to the reporting person's continued service on the board of directors of the issuer through the applicable vesting date and certain early vesting conditions. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.