Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONNS INCCONN · Entity 84695 | 10% owner | May 24, 2024 | May 29, 2024 |
| CS Disco, Inc.LAW · Entity 6054 | 10% owner | June 02, 2022 | June 03, 2022 |
| Westrock Coffee CoWEST · Entity 5164 | 10% owner | August 02, 2023 | August 04, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CONNS INC
Report date May 24, 2024 · Filed May 29, 2024
Jointly reported with Stephens Group, LLC, SG-1890, LLC, CAMPBELL ELIZABETH STEPHENS
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Warrant (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.79 · Expires 2024-05-24 | Direct | 672,739 |
Reported balance
After 2024-05-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-24 · Purchase · Acquired 672,739 · Balance 672,739 F3: The shares listed represent the right to demand issuance of a warrant to acquire 672,739 shares of Common Stock at an exercise price of $2.794. The warrant is to be issued in conjunction with the Issuer's draw upon the Delayed Draw Term Loan and Security Agreement dated July 31, 2023, as amended (the "DDTL"). The class of shares and number of shares issuable upon exercise are subject to change pursuant to the terms of the DDTL. F4: The warrant will be exercisable from and after the date issued. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 4,217,873 |
Reported balance
Holding disclosure · report date 2024-05-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,217,873 F1: The shares are held by SG-1890, LLC ("SG-1890"). The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-1890. 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-1890. |
| Common StockSEC Table I · non-derivative | IndirectBy W.R. Stephens, Jr. Revocable Trust | 72,493 |
Reported balance
Holding disclosure · report date 2024-05-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 72,493 F2: W.R. Stephens, Jr. acts as Trustee of W.R. Stephens, Jr. Revocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are held by SG-1890, LLC ("SG-1890"). The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-1890. 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-1890.
F2: W.R. Stephens, Jr. acts as Trustee of W.R. Stephens, Jr. Revocable Trust.
F3: The shares listed represent the right to demand issuance of a warrant to acquire 672,739 shares of Common Stock at an exercise price of $2.794. The warrant is to be issued in conjunction with the Issuer's draw upon the Delayed Draw Term Loan and Security Agreement dated July 31, 2023, as amended (the "DDTL"). The class of shares and number of shares issuable upon exercise are subject to change pursuant to the terms of the DDTL.
F4: The warrant will be exercisable from and after the date issued.
CS Disco, Inc.
Report date June 02, 2022 · Filed June 03, 2022
Jointly reported with Stephens Group, LLC, SG-Disco, LLC, CAMPBELL ELIZABETH STEPHENS
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 7,796,632 |
Reported balance
After 2022-06-02 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-06-02 · Other · Disposed 141,371 · Balance 7,796,632 F1: The shares disposed of represent shares distributed by SG-Disco, LLC ("SG-Disco") to certain of its members representing each such member's pro rata interest in such shares. F2: Reflects the closing price on the date of distribution. F3: The shares are held by SG-Disco. The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-Disco. 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 an executive committee. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Disco. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares disposed of represent shares distributed by SG-Disco, LLC ("SG-Disco") to certain of its members representing each such member's pro rata interest in such shares.
F2: Reflects the closing price on the date of distribution.
F3: The shares are held by SG-Disco. The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-Disco. 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 an executive committee. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Disco.
Westrock Coffee Co
Report date August 02, 2023 · Filed August 04, 2023
Jointly reported with Stephens Group, LLC, SG-Coffee, LLC, CAMPBELL ELIZABETH STEPHENS
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,484,093 |
Reported balance
After 2023-08-02 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-08-02 · Sale · Disposed 10,000 · Balance 5,484,093 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 24, 2024 Filed May 29, 2024 16:14 UTC | CONNS INC CONN · Entity 84695 | PurchaseWarrant (Right to Buy) · Derivative | 672,739 | $0.00 Strike: $2.79 | $0.00 |
DisclosureSEC source: 0001427999-24-000005 · primary_doc.xml · derivative · entry 3 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-1890, LLC · CIK 0001422556 · 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: 672,739 Underlying: Common Stock · 672,739 shares Expires 2024-05-24 F3 · kind: The shares listed represent the right to demand issuance of a warrant to acquire 672,739 shares of Common Stock at an exercise price of $2.794. The warrant is to be issued in conjunction with the Issuer's draw upon the Delayed Draw Term Loan and Security Agreement dated July 31, 2023, as amended (the "DDTL"). The class of shares and number of shares issuable upon exercise are subject to change pursuant to the terms of the DDTL. F4 · derivative.exercise_date: The warrant will be exercisable from and after the date issued. F3 · derivative.underlying: The shares listed represent the right to demand issuance of a warrant to acquire 672,739 shares of Common Stock at an exercise price of $2.794. The warrant is to be issued in conjunction with the Issuer's draw upon the Delayed Draw Term Loan and Security Agreement dated July 31, 2023, as amended (the "DDTL"). The class of shares and number of shares issuable upon exercise are subject to change pursuant to the terms of the DDTL. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 09:49 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 10,000 | $11.08 | $110,835.00 |
DisclosureSEC source: 0001427999-23-000026 · 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: 5,484,093 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 |
| July 28, 2023 Filed Jul 31, 2023 09:34 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 12,353 | $11.17 | $137,989.19 |
DisclosureSEC source: 0001427999-23-000025 · 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: 5,494,093 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 |
| July 27, 2023 Filed Jul 31, 2023 09:34 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 2,403 | $11.17 | $26,842.95 |
DisclosureSEC source: 0001427999-23-000025 · 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: 5,506,446 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 |
| July 21, 2023 Filed Jul 24, 2023 10:42 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 14,723 | $11.37 | $167,382.84 |
DisclosureSEC source: 0001427999-23-000024 · 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: 5,508,849 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 |
| July 20, 2023 Filed Jul 24, 2023 10:42 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 15,000 | $11.49 | $172,282.50 |
DisclosureSEC source: 0001427999-23-000024 · 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: 5,523,572 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 |
| July 19, 2023 Filed Jul 20, 2023 10:02 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 15,000 | $11.39 | $170,808.00 |
DisclosureSEC source: 0001427999-23-000022 · 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: 5,538,572 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 |
| July 19, 2023 Filed Jul 20, 2023 21:27 UTC | CONNS INC CONN · Entity 84695 | SaleCommon Stock | 12,777 | $5.02 | $64,127.76 |
DisclosureSEC source: 0001427999-23-000023 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-1890, LLC · CIK 0001422556 · 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: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 4,217,873 F1 · ownership.nature: The shares are held by SG-1890, LLC ("SG-1890"). The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-1890. 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 Mrs. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-1890. Read SEC document |
| July 18, 2023 Filed Jul 20, 2023 10:02 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 18,510 | $11.37 | $210,462.40 |
DisclosureSEC source: 0001427999-23-000022 · 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: 5,553,572 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 |
| June 20, 2023 Filed Jun 22, 2023 10:47 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 10,000 | $11.53 | $115,313.00 |
DisclosureSEC source: 0001427999-23-000021 · 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: 5,572,082 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 |
| May 01, 2023 Filed May 2, 2023 14:47 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 500 | $12.29 | $6,147.00 |
DisclosureSEC source: 0001427999-23-000020 · 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: 5,582,082 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 28, 2023 Filed May 2, 2023 14:47 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 209 | $12.25 | $2,560.29 |
DisclosureSEC source: 0001427999-23-000020 · 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: 5,582,582 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 24, 2023 Filed Apr 25, 2023 09:51 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 5,055 | $12.58 | $63,607.57 |
DisclosureSEC source: 0001427999-23-000019 · 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: 5,582,791 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 21, 2023 Filed Apr 25, 2023 09:51 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 5,641 | $12.54 | $70,754.50 |
DisclosureSEC source: 0001427999-23-000019 · 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: 5,587,846 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 17, 2023 Filed Apr 18, 2023 10:48 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 4,893 | $12.54 | $61,352.35 |
DisclosureSEC source: 0001427999-23-000018 · 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: 5,593,487 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 14, 2023 Filed Apr 18, 2023 10:48 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 3,489 | $12.53 | $43,710.54 |
DisclosureSEC source: 0001427999-23-000018 · 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: 5,598,380 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 13, 2023 Filed Apr 14, 2023 11:01 UTC | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 17:22 UTC | Westrock Coffee Co WEST · Entity 5164 | 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 16, 2023 Filed Mar 17, 2023 17:22 UTC | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 27, 2023 Filed Feb 28, 2023 11:02 UTC | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 | Westrock Coffee Co WEST · Entity 5164 | 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 |
| June 02, 2022 Filed Jun 3, 2022 16:57 UTC | CS Disco, Inc. LAW · Entity 6054 | OtherCommon Stock | 141,371 | $23.20 | $3,279,807.20 |
DisclosureSEC source: 0001427999-22-000005 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Disco, LLC · CIK 0001874459 · 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: Indirect · See footnote Disclosed balance after: 7,796,632 F1 · kind: The shares disposed of represent shares distributed by SG-Disco, LLC ("SG-Disco") to certain of its members representing each such member's pro rata interest in such shares. F2 · price: Reflects the closing price on the date of distribution. F3 · ownership.nature: The shares are held by SG-Disco. The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-Disco. 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 an executive committee. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Disco. Read SEC document |
| April 05, 2022 Filed Apr 5, 2022 20:31 UTC | CONNS INC CONN · Entity 84695 | OtherCommon Stock | 74,693 | $15.12 | $1,129,358.16 |
DisclosureSEC source: 0001427999-22-000003 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-1890, LLC · CIK 0001422556 · 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: Indirect · See footnote Disclosed balance after: 4,230,650 F1 · kind: The shares disposed of represent shares distributed by SG-1890, LLC ("SG-1890") to certain of its members representing each such member's pro rata interest in such shares. F2 · price: Reflects the closing price on the date of distribution. F3 · ownership.nature: The shares are held by SG-1890. The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-1890. 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-1890. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 15:28 UTC | CS Disco, Inc. LAW · Entity 6054 | OtherCommon Stock | 1,102,381 | $28.19 | $31,076,120.39 |
DisclosureSEC source: 0001427999-22-000002 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Disco, LLC · CIK 0001874459 · 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: Indirect · See footnote Disclosed balance after: 7,938,003 F1 · kind: The shares disposed of represent shares distributed by SG-Disco, LLC ("SG-Disco") to certain of its members representing each such member's pro rata interest in such shares. F2 · price: Reflects the closing price on the date of distribution. F3 · ownership.nature: The shares are held by SG-Disco. The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-Disco. 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 an executive committee. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Disco. Read SEC document |
| March 15, 2022 Filed Mar 17, 2023 17:22 UTC | Westrock Coffee Co WEST · Entity 5164 | SaleCommon Stock | 4,663 | $11.27 | $52,533.82 |
DisclosureSEC source: 0001427999-23-000008 · 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: 5,777,262 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 |
| September 17, 2021 Filed Sep 20, 2021 16:34 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 1,515,530 | $53.00 | $80,323,090.00 |
DisclosureSEC source: 0001427999-21-000002 · primary_doc.xml · nonDerivative · entry 1 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Disco, LLC · CIK 0001874459 · 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: Indirect · See footnote Disclosed balance after: 9,040,384 F1 · ownership.nature: The shares are held by SG-Disco, LLC ("SG-Disco"). The Stephens Group, LLC ("The Stephens Group") is the sole manager and has voting and dispositive power over the shares held by SG-Disco. 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 an executive committee. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Disco. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 19:33 UTC | CS Disco, Inc. LAW · Entity 6054 | ConversionSeries F Preferred Stock · Derivative | 673,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048364 · doc4.xml · derivative · entry 5 Stephens Group, LLC · CIK 0001427999 · 10% owner SG-Disco, LLC · CIK 0001874459 · 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: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 673,106 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: Each share of Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: Each share of Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock and Series F Preferred Stock was convertible at any time at the option of the holder, without payment of additional consideration, into Common Stock, on a one for one basis, had no expiration date and automatically convert into shares of Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The shares are held by SG-Disco, LLC ("SG-Disco"). The Stephens Group, LLC ("The Stephens Group") is the sole manager of SG-Disco and has voting and dispositive power over the shares held by SG-Disco. 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 an executive committee. Mr. Stephens and Ms. Campbell may be deemed to possess voting and dispositive control over the shares held by SG-Disco. 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.