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Westrock Coffee Company, LLC (WEST)
USD7.30
+0.15 (+2.05%)
US NASDAQ Consumer Defensive Packaged Foods
Address
100 River Bluff Drive 72202
Little Rock, AR, US
Little Rock, AR, US
CEO
Scott Thomas Ford
Website
westrockcoffee.com
IPO
2021-10-20
CIK 1806347 ISIN US96145W1036
Also trades on
NASDAQ Global Market · WEST (USD)
NASDAQ Global Market · WESTW (USD)
Description
Westrock Coffee Company, LLC operates as a comprehensive beverage company that handles the entire coffee production process, from roasting and manufacturing to distribution. The organization structures its activities into two core divisions: Beverage Solutions, and Sustainable Sourcing and Traceability. The company offers a full spectrum of services, including the procurement of coffee beans, end-to-end supply chain management, innovative product development, and diverse packaging options. These services cater to a wide array of commercial clients, such as retail stores, food service providers and restaurants, convenience stores and travel centers, non-commercial accounts, consumer packaged goods (CPG) companies, and the hospitality sector. Beyond its primary coffee business, Westrock also supplies a variety of other products, including teas, juices, flavorings, extracts, and various ingredients. Its packaging capabilities are extensive, featuring both branded and private label coffee offerings in formats like bags, fractional packs, and single-serve cups, in addition to specialized extract solutions. Furthermore, the company engages in the management and fulfillment of forward sales contracts for green (unroasted) coffee. With an international presence, Westrock Coffee Company also exports its products to markets globally. Founded in 2009, the company maintains its headquarters in Little Rock, Arkansas.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Westrock Coffee Company, LLC | WESTW | 2024-08-28 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD7.30
+0.15 (+2.05%)
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Volume Profile
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Liquidity & share structure
Average Volume
777.8K
Beta
0.90
Float Shares
34.94M
Free Float %
36.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.14% | +25.91% | +80.58% | +72.65% | +99.77% | +112.53% | +15.33% | -23.11% | -10.73% | -10.73% | -10.73% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (3 ratings, all time)
Buy
Price Targets & DCF
Current price
7.30
Low
8.00
+9.6%
Consensus
8.00
+9.6%
Median
8.00
+9.6%
High
8.00
+9.6%
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
7.00
-4.1%
|
| Last Year | 1 |
7.00
-4.1%
|
| All Time | 6 |
10.50
+43.9%
|
Quality scores
Altman Z-Score
0.99
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Packaged Foods: +4.4%+39.8% ★ Q1'26: +44.4% (vs Q1'25)
-
EPS growth Packaged Foods: +14.6%-5.6% Q1'26: +69.0% (vs Q1'25)
-
FCF margin FCF growth · Packaged Foods: +15.9%-9.7% Q1'26: -6.1% (vs Q1'25)
-
EBIT margin Packaged Foods: +7.9%-5.3% Q1'26: +1.0% (vs Q1'25)
-
ROIC Packaged Foods: +7.0%-7.8% Q1'26: +1.6% (vs Q1'25)
-
Share dilution Packaged Foods: +0.0%+6.2% Q1'26: +3.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×-83.27× Q1'26: 7.39× (vs Q1'25)
Valuation Multiples
From
To
Consensus Estimates
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
867.87M
est: 872.54M (-0.5%)
|
864.71M
est: 835.47M (+3.5%)
|
850.73M
est: 845.02M (+0.7%)
|
1.19B
est: 1.17B (+1.9%)
|
1.29B
1.26B – 1.32B
+10.7% YoY
|
1.44B
1.41B – 1.48B
+11.6% YoY
|
| EBITDA |
4.36M
est: -20.21M (+121.6%)
|
14.92M
est: 9.20M (+62.1%)
|
-7.78M
est: 9.30M (-183.6%)
|
-6.99M
est: 12.85M (-154.4%)
|
14.23M
13.90M – 14.56M
+10.7% YoY
|
15.88M
15.55M – 16.30M
+11.6% YoY
|
| EBIT |
-19.85M
est: -51.49M (+61.4%)
|
-11.67M
est: -21.37M (+45.4%)
|
-42.52M
est: -21.62M (-96.7%)
|
-62.82M
est: -29.85M (-110.4%)
|
-33.06M
-33.82M – -32.29M
-10.7% YoY
|
-36.90M
-37.86M – -36.13M
-11.6% YoY
|
| Net Income |
-55.19M
est: -31.63M (-74.5%)
|
-34.58M
est: -48.95M (+29.3%)
|
-80.30M
est: -57.10M (-40.6%)
|
-90.45M
est: -66.99M (-35.0%)
|
-41.79M
-43.06M – -40.52M
+37.6% YoY
|
-3.19M
-3.29M – -3.09M
+92.4% YoY
|
| SGA |
129.99M
est: 162.05M (-19.8%)
|
144.58M
est: 146.15M (-1.1%)
|
185.14M
est: 147.82M (+25.2%)
|
185.47M
est: 204.12M (-9.1%)
|
226.05M
220.83M – 231.26M
+10.7% YoY
|
252.29M
247.07M – 258.90M
+11.6% YoY
|
| EPS |
-1.60
est: -0.35 (-352.8%)
|
-0.43
est: -0.51 (+15.9%)
|
-0.89
est: -0.60 (-49.2%)
|
-0.94
est: -0.70 (-34.3%)
|
-0.44
-0.45 – -0.42
+37.6% YoY
|
-0.03
-0.03 – -0.03
+92.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-29 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
95.52M
OE per share TTM
0.99
Owner's Yield
16.69%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
38.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
32
Total invested
67.01M
Insider transactions (90d)
2
Beneficial owners (>5%)
21
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Greenbrier Holdings, LLC | 23.16M | 23.40% | 23.16M | — | 23.16M | — | OO | Arkansas | 2023-01-31 | ↗ |
| 2 | Scott T. Ford | 23.16M | 23.40% | 23.16M | — | 23.16M | — | IN | Arkansas | 2023-01-31 | ↗ |
| 3 | Westrock Group, LLC | 23.16M | 23.40% | 23.16M | — | 23.16M | — | OO | Arkansas | 2023-01-31 | ↗ |
| 4 | Bradley Langer | 19.31M | 19.50% | — | 19.31M | — | 19.31M | IN | — | 2023-02-08 | ↗ |
| 5 | Brown Brothers Harriman & Co | 19.31M | 19.50% | — | 19.31M | — | 19.31M | BK | — | 2023-02-08 | ↗ |
| 6 | JP Paquin | 19.31M | 19.50% | — | 19.31M | — | 19.31M | IN | — | 2023-02-08 | ↗ |
| 7 | Jeffrey B. Meskin | 19.31M | 19.50% | — | 19.31M | — | 19.31M | IN | — | 2023-02-08 | ↗ |
| 8 | Michael Boylan | 19.31M | 19.50% | — | 19.31M | — | 19.31M | IN | — | 2023-02-08 | ↗ |
| 9 | Patrick Kruczek | 19.31M | 19.50% | — | 19.31M | — | 19.31M | IN | — | 2023-02-08 | ↗ |
| 10 | BBH Capital Partners V, L.P. | 10.92M | 11.00% | — | 10.92M | — | 10.92M | PN | — | 2023-02-08 | ↗ |
| 11 | Elizabeth Stephens Campbell | 8.29M | 9.11% | — | 8.29M | — | 8.29M | IN | Arkansas, U.S.A. | 2024-01-05 | ↗ |
| 12 | The Stephens Group, LLC | 8.29M | 9.11% | — | 8.29M | — | 8.29M | OO | Arkansas, U.S.A. | 2024-01-05 | ↗ |
| 13 | W.R. Stephens, Jr. | 8.29M | 9.11% | — | 8.29M | — | 8.29M | IN | Arkansas, U.S.A. | 2024-01-05 | ↗ |
| 14 | Co-Investment | 8.17M | 8.30% | — | 8.17M | — | 8.17M | OO | — | 2023-02-08 | ↗ |
| 15 | HF Capital, LLC | 8.01M | 11.00% | — | 8.01M | — | 8.01M | OO | Tennessee | 2022-12-22 | ↗ |
| 16 | HF Direct Investments Pool, LLC | 8.01M | 11.00% | 8.01M | — | 8.01M | — | OO | Tennessee | 2022-12-22 | ↗ |
| 17 | James E. Sowell | 6.04M | 6.10% | 6.04M | — | 6.04M | — | IN | USA | 2023-02-14 | ↗ |
| 18 | Sowell Westrock GP, LLC | 6.04M | 6.10% | 6.04M | — | 6.04M | — | OO | USA | 2023-02-14 | ↗ |
| 19 | Sowell Westrock, LP | 6.04M | 6.10% | 6.04M | — | 6.04M | — | PN | USA | 2023-02-14 | ↗ |
| 20 | SG-Coffee, LLC | 2.79M | 3.06% | — | 2.79M | — | 2.79M | OO | Arkansas, U.S.A. | 2024-01-05 | ↗ |
| 21 | V-A, | 220.7K | 0.20% | — | 220.7K | — | 220.7K | PN | — | 2023-02-08 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
32
-91 vs prev Q
New positions
5
Closed positions
96
Increased
13
Reduced
9
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | STEPHENS GROUP, LLC | 8.11M +— (+0.0%) | 33.01M -6.4M (-16.3%) | 8.49% -0.081 pp | 17.80% -3.455 pp | USD10.33 -60.6% | 14 qtrs — |
| 2 | SILVERLEAFE CAPITAL PARTNERS, LLC | 4.73M +40.0 (+0.0%) | 19.24M -3.7M (-16.3%) | 4.95% -0.047 pp | 5.70% -1.323 pp | USD8.47 -51.9% | 10 qtrs — |
| 3 | NFC INVESTMENTS, LLC | 3.75M -343.8K (-8.4%) | 15.25M -4.6M (-23.3%) | 3.92% -0.401 pp | 4.30% -1.449 pp | USD9.57 -57.5% | 9 qtrs — |
| 4 | VANGUARD GROUP INC | 2.92M -63.1K (-2.1%) | 11.89M -2.6M (-18.0%) | 3.06% -0.096 pp | 0.00% +0.000 pp | USD10.15 -59.9% | 13 qtrs — |
| 5 | FMR LLC | 2.76M -155.1K (-5.3%) | 11.21M -2.9M (-20.7%) | 2.88% -0.192 pp | 0.00% 0.000 pp | USD9.27 -56.1% | 12 qtrs — |
| 6 | BLACKROCK, INC. | 2.46M +47.9K (+2.0%) | 10.00M -1.7M (-14.6%) | 2.57% +0.026 pp | 0.00% +0.000 pp | USD6.43 -36.7% | 6 qtrs — |
| 7 | BROWN BROTHERS HARRIMAN & CO | 1.88M +— (+0.0%) | 7.64M -1.5M (-16.3%) | 1.96% -0.019 pp | 0.04% -0.014 pp | USD8.86 -54.1% | 10 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 894.7K +115.0 (+0.0%) | 3.64M -706.2K (-16.2%) | 0.94% -0.009 pp | 0.00% 0.000 pp | USD10.13 -59.8% | 13 qtrs — |
| 9 | STATE STREET CORP | 691.8K -58.9K (-7.8%) | 2.82M -832.7K (-22.8%) | 0.72% -0.069 pp | 0.00% +0.000 pp | USD10.13 -59.8% | 13 qtrs — |
| 10 | MILLENNIUM MANAGEMENT LLC | 676.4K +356.1K (+111.2%) | 2.75M +1.2M (+76.9%) | 0.71% +0.369 pp | 0.00% +0.001 pp | USD5.17 -21.3% | 6 qtrs — |
| 11 | ZAZOVE ASSOCIATES LLC | 593.7K -30.2K (-4.8%) | 2.42M -616.1K (-20.3%) | 0.62% -0.038 pp | 0.21% -0.066 pp | USD6.50 -37.4% | 6 qtrs — |
| 12 | CASTLEKNIGHT MANAGEMENT LP | 575.0K +178.0K (+44.8%) | 2.34M +410.9K (+21.3%) | 0.60% +0.182 pp | 0.05% +0.014 pp | USD4.62 -11.9% | 2 qtrs — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 295.0K +6.7K (+2.3%) | 1.20M -200.4K (-14.3%) | 0.31% +0.004 pp | 0.00% +0.000 pp | USD9.64 -57.8% | 13 qtrs — |
| 14 | NORTHERN TRUST CORP | 260.1K -42.2K (-14.0%) | 1.06M -410.5K (-27.9%) | 0.27% -0.047 pp | 0.00% 0.000 pp | USD10.12 -59.8% | 13 qtrs — |
| 15 | STEPHENS INC /AR/ | 247.1K -20.3K (-7.6%) | 1.01M -293.9K (-22.6%) | 0.26% -0.024 pp | 0.01% -0.004 pp | USD8.53 -52.3% | 14 qtrs — |
| 16 | CITADEL ADVISORS LLC | 233.5K +170.4K (+269.9%) | 950.5K +643.7K (+209.8%) | 0.24% +0.178 pp | 0.00% +0.000 pp | USD4.60 -11.5% | 4 qtrs — |
| 17 | DAVENPORT & CO LLC | 229.0K -13.5K (-5.5%) | 931.9K -246.3K (-20.9%) | 0.24% -0.017 pp | 0.01% -0.001 pp | USD8.54 -52.3% | 14 qtrs — |
| 18 | KRILOGY FINANCIAL LLC | 165.1K -15.0K (-8.3%) | 769.4K +2.2K (+0.3%) | 0.17% -0.018 pp | 0.03% -0.003 pp | USD5.73 -29.0% | 3 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 176.9K +115.8K (+189.3%) | 720.1K +422.9K (+142.3%) | 0.19% +0.121 pp | 0.00% +0.000 pp | USD6.21 -34.5% | 14 qtrs — |
| 20 | HORRELL CAPITAL MANAGEMENT, INC. | 163.3K +49.1K (+43.0%) | 664.8K +109.8K (+19.8%) | 0.17% +0.050 pp | 0.29% +0.056 pp | USD8.15 -50.1% | 14 qtrs — |
| 21 | QUANTINNO CAPITAL MANAGEMENT LP | 162.7K +121.5K (+295.5%) | 662.1K +462.2K (+231.2%) | 0.17% +0.127 pp | 0.00% +0.001 pp | USD4.36 -6.7% | 3 qtrs — |
| 22 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 162.0K -10.0K (-5.8%) | 659.5K -176.4K (-21.1%) | 0.17% -0.012 pp | 0.40% -0.054 pp | USD6.75 -39.7% | 5 qtrs — |
| 23 | — | 158.4K +158.4K (+100.0%) | 644.5K +644.5K (+100.0%) | 0.17% +0.166 pp | 0.42% +0.424 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 24 | JANE STREET GROUP, LLC | 155.2K -88.3K (-36.3%) | 631.7K -551.7K (-46.6%) | 0.16% -0.095 pp | 0.00% 0.000 pp | USD5.28 -22.9% | 12 qtrs — |
| 25 | MARSHALL WACE, LLP | 152.1K +103.0K (+209.7%) | 619.2K +380.5K (+159.4%) | 0.16% +0.107 pp | 0.00% +0.000 pp | USD4.43 -8.1% | 3 qtrs — |
| 26 | TREXQUANT INVESTMENT LP | 130.6K -135.2K (-50.9%) | 531.6K -760.4K (-58.9%) | 0.14% -0.144 pp | 0.00% -0.009 pp | USD5.17 -21.3% | 4 qtrs — |
| 27 | INSPIRE INVESTING, LLC | 115.7K +20.5K (+21.6%) | 471.0K +8.3K (+1.8%) | 0.12% +0.021 pp | 0.04% -0.003 pp | USD4.72 -13.8% | 2 qtrs — |
| 28 | MORGAN STANLEY | 114.7K +19.8K (+20.9%) | 466.7K +5.7K (+1.2%) | 0.12% +0.020 pp | 0.00% +0.000 pp | USD7.53 -45.9% | 14 qtrs — |
| 29 | NUVEEN, LLC | 79.9K +— (+0.0%) | 325.3K -63.1K (-16.3%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD7.22 -43.6% | 4 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 79.7K -4.3K (-5.1%) | 324.3K -83.8K (-20.5%) | 0.08% -0.005 pp | 0.00% +0.000 pp | USD9.66 -57.9% | 11 qtrs — |
| 31 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 71.1K +71.1K (+100.0%) | 289.2K +289.2K (+100.0%) | 0.07% +0.074 pp | 0.00% +0.005 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68.4K +68.4K (+100.0%) | 278.4K +278.4K (+100.0%) | 0.07% +0.072 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 13 qtrs — |
| 33 | BANK OF AMERICA CORP /DE/ | 68.3K +6.4K (+10.3%) | 278.1K -23.1K (-7.7%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD7.34 -44.6% | 13 qtrs — |
| 34 | ARKANSAS FINANCIAL GROUP, INC. | 66.1K +— (+0.0%) | 269.1K -52.2K (-16.3%) | 0.07% -0.001 pp | 0.04% -0.009 pp | USD4.86 -16.3% | 2 qtrs — |
| 35 | RENAISSANCE TECHNOLOGIES LLC | 65.7K -42.3K (-39.1%) | 267.3K -257.2K (-49.0%) | 0.07% -0.045 pp | 0.00% 0.000 pp | USD4.86 -16.3% | 2 qtrs — |
| 36 | DIVERSIFIED TRUST CO | 62.9K -965.0 (-1.5%) | 256.1K -54.4K (-17.5%) | 0.07% -0.002 pp | 0.00% -0.002 pp | USD9.80 -58.5% | 14 qtrs — |
| 37 | BARCLAYS PLC | 62.5K +5.2K (+9.0%) | 254.5K -118.3K (-31.7%) | 0.07% +0.005 pp | 0.00% +0.000 pp | USD6.53 -37.7% | 11 qtrs — |
| 38 | PRIVATE CAPITAL MANAGEMENT, LLC | 60.0K +30.0K (+100.0%) | 244.2K +98.4K (+67.5%) | 0.06% +0.031 pp | 0.02% +0.009 pp | USD4.47 -8.9% | 2 qtrs — |
| 39 | GREENWOOD GEARHART INC | 58.5K +30.9K (+112.2%) | 238.0K +104.1K (+77.7%) | 0.06% +0.032 pp | 0.01% +0.005 pp | USD6.96 -41.5% | 9 qtrs — |
| 40 | PRICE T ROWE ASSOCIATES INC /MD/ | 57.2K +39.1K (+216.5%) | 233.0K +145.0K (+164.8%) | 0.06% +0.041 pp | 0.00% +0.000 pp | USD5.49 -25.9% | 7 qtrs — |
| 41 | UBS GROUP AG | 56.7K -190.3K (-77.0%) | 230.7K -969.7K (-80.8%) | 0.06% -0.202 pp | 0.00% 0.000 pp | USD6.34 -35.8% | 14 qtrs — |
| 42 | RAYMOND JAMES FINANCIAL INC | 54.3K -91.0K (-62.6%) | 221.0K -485.2K (-68.7%) | 0.06% -0.097 pp | 0.00% 0.000 pp | USD6.26 -35.0% | 5 qtrs — |
| 43 | INSCRIPTION CAPITAL, LLC | 50.8K +50.8K (+100.0%) | 206.9K +206.9K (+100.0%) | 0.05% +0.053 pp | 0.02% +0.021 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 44 | RHUMBLINE ADVISERS | 43.0K -6.7K (-13.5%) | 174.9K -66.7K (-27.6%) | 0.05% -0.008 pp | 0.00% 0.000 pp | USD9.78 -58.4% | 11 qtrs — |
| 45 | WELLS FARGO & COMPANY/MN | 40.7K +17.1K (+72.1%) | 165.8K +50.7K (+44.1%) | 0.04% +0.018 pp | 0.00% +0.000 pp | USD6.43 -36.7% | 13 qtrs — |
| 46 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 37.0K +19.6K (+112.8%) | 150.6K +66.1K (+78.2%) | 0.04% +0.020 pp | 0.00% +0.000 pp | USD4.44 -8.3% | 2 qtrs — |
| 47 | AQR CAPITAL MANAGEMENT LLC | 34.5K -32.5K (-48.5%) | 140.4K -185.0K (-56.9%) | 0.04% -0.035 pp | 0.00% 0.000 pp | USD5.85 -30.4% | 4 qtrs — |
| 48 | DEUTSCHE BANK AG\ | 33.5K -1.3K (-3.8%) | 136.4K -32.9K (-19.4%) | 0.04% -0.002 pp | 0.00% +0.000 pp | USD8.38 -51.4% | 12 qtrs — |
| 49 | LEGACY CAPITAL WEALTH PARTNERS, LLC | 33.5K -5.5K (-14.1%) | 136.2K -53.0K (-28.0%) | 0.04% -0.006 pp | 0.03% -0.012 pp | USD8.44 -51.8% | 9 qtrs — |
| 50 | ALLIANCEBERNSTEIN L.P. | 31.7K +— (+0.0%) | 129.1K -25.1K (-16.3%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD8.32 -51.1% | 8 qtrs — |
| 51 | BALYASNY ASSET MANAGEMENT L.P. | 31.2K +31.2K (+100.0%) | 126.9K +126.9K (+100.0%) | 0.03% +0.033 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 52 | REGIONS FINANCIAL CORP | 30.4K +— (+0.0%) | 123.9K -24.0K (-16.3%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD6.20 -34.4% | 6 qtrs — |
| 53 | RED DOOR WEALTH MANAGEMENT, LLC | 26.0K +1.0K (+4.0%) | 105.8K -15.7K (-12.9%) | 0.03% +0.001 pp | 0.01% -0.002 pp | USD10.61 -61.6% | 11 qtrs — |
| 54 | MODERA WEALTH MANAGEMENT, LLC | 25.0K +25.0K (+100.0%) | 101.8K +101.8K (+100.0%) | 0.03% +0.026 pp | 0.00% +0.001 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 55 | LATHROP INVESTMENT MANAGEMENT CORP | 23.6K +5.4K (+29.6%) | 96.0K +7.0K (+7.9%) | 0.02% +0.006 pp | 0.02% +0.001 pp | USD5.82 -30.1% | 5 qtrs — |
| 56 | INTECH INVESTMENT MANAGEMENT LLC | 22.8K +4.5K (+24.4%) | 92.8K +3.7K (+4.2%) | 0.02% +0.005 pp | 0.00% +0.000 pp | USD6.03 -32.5% | 6 qtrs — |
| 57 | ARVEST BANK TRUST DIVISION | 22.6K +— (+0.0%) | 92.1K -17.9K (-16.3%) | 0.02% 0.000 pp | 0.01% -0.001 pp | USD6.48 -37.2% | 6 qtrs — |
| 58 | PARAGON ADVISORS, LLC | 21.3K +— (+0.0%) | 86.8K -16.8K (-16.3%) | 0.02% 0.000 pp | 0.02% -0.003 pp | USD6.38 -36.2% | 12 qtrs — |
| 59 | METLIFE INVESTMENT MANAGEMENT, LLC | 20.9K +2.7K (+14.9%) | 84.9K -3.3K (-3.8%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD8.86 -54.1% | 11 qtrs — |
| 60 | D. E. SHAW & CO., INC. | 20.3K +20.3K (+100.0%) | 82.5K +82.5K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 61 | VERITION FUND MANAGEMENT LLC | 19.9K -25.8K (-56.6%) | 80.8K -141.3K (-63.6%) | 0.02% -0.028 pp | 0.00% -0.001 pp | USD5.61 -27.5% | 6 qtrs — |
| 62 | LOS ANGELES CAPITAL MANAGEMENT LLC | 18.1K -37.2K (-67.2%) | 79.7K -189.0K (-70.3%) | 0.02% -0.040 pp | 0.00% -0.001 pp | USD5.53 -26.4% | 3 qtrs — |
| 63 | HIGHTOWER ADVISORS, LLC | 19.2K -194.3K (-91.0%) | 78.1K -959.7K (-92.5%) | 0.02% -0.206 pp | 0.00% -0.001 pp | USD12.41 -67.2% | 14 qtrs — |
| 64 | QUEST PARTNERS LLC | 18.8K +— (+0.0%) | 76.5K -14.9K (-16.3%) | 0.02% 0.000 pp | 0.00% -0.002 pp | USD6.51 -37.5% | 8 qtrs — |
| 65 | CREATIVE PLANNING | 18.0K +18.0K (+100.0%) | 73.2K +73.2K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 5 qtrs — |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 16.7K -196.0 (-1.2%) | 68.1K -14.2K (-17.2%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD8.97 -54.6% | 7 qtrs — |
| 67 | RPO LLC | 16.0K +16.0K (+100.0%) | 65.1K +65.1K (+100.0%) | 0.02% +0.017 pp | 0.01% +0.007 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 68 | TWO SIGMA INVESTMENTS, LP | 15.5K -500.0 (-3.1%) | 63.1K -14.7K (-18.9%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD4.86 -16.3% | 2 qtrs — |
| 69 | MARINER, LLC | 15.1K -18.0K (-54.4%) | 61.3K -99.2K (-61.8%) | 0.02% -0.019 pp | 0.00% 0.000 pp | USD7.96 -48.9% | 10 qtrs — |
| 70 | JPMORGAN CHASE & CO | 14.6K -271.0 (-1.8%) | 59.5K -12.9K (-17.8%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD10.00 -59.3% | 14 qtrs — |
| 71 | CETERA INVESTMENT ADVISERS | 14.4K +14.4K (+100.0%) | 58.4K +58.4K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 72 | PATHSTONE HOLDINGS, LLC | 14.0K -10.0K (-41.7%) | 57.0K -59.7K (-51.1%) | 0.01% -0.011 pp | 0.00% 0.000 pp | USD8.18 -50.2% | 9 qtrs — |
| 73 | HSBC HOLDINGS PLC | 14.1K +14.1K (+100.0%) | 56.5K +56.5K (+100.0%) | 0.01% +0.015 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 74 | INVESCO LTD. | 13.4K -424.0 (-3.1%) | 54.4K -12.6K (-18.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD10.61 -61.6% | 11 qtrs — |
| 75 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13.3K -851.0 (-6.0%) | 54.0K -14.6K (-21.3%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD10.48 -61.2% | 11 qtrs — |
| 76 | SUMMIT ASSET MANAGEMENT, LLC | 13.3K +— (+0.0%) | 54.0K -10.5K (-16.3%) | 0.01% 0.000 pp | 0.01% -0.002 pp | USD6.50 -37.4% | 6 qtrs — |
| 77 | HRT FINANCIAL LP | 13.5K +13.5K (+100.0%) | 54.0K +54.0K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 3 qtrs — |
| 78 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 12.1K +— (+0.0%) | 49.1K -9.5K (-16.3%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD5.71 -28.7% | 5 qtrs — |
| 79 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 12.1K +— (+0.0%) | 49.1K -9.5K (-16.3%) | 0.01% 0.000 pp | 0.00% -0.001 pp | USD6.50 -37.4% | 6 qtrs — |
| 80 | HEXAGON CAPITAL PARTNERS LLC | 11.8K +11.8K (+100.0%) | 47.8K +47.8K (+100.0%) | 0.01% +0.012 pp | 0.01% +0.009 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 81 | JAIN GLOBAL LLC | 11.8K +11.8K (+100.0%) | 47.8K +47.8K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 82 | MERCER GLOBAL ADVISORS INC /ADV | 11.5K +11.5K (+100.0%) | 46.8K +46.8K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 83 | Y-INTERCEPT (HONG KONG) LTD | 11.5K +11.5K (+100.0%) | 46.6K +46.6K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.001 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 84 | WATERLOO CAPITAL, L.P. | 10.5K +10.5K (+100.0%) | 42.8K +42.8K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.003 pp | USD4.07 +0.0% | 1 qtrs NEW |
| 85 | VIDENT ADVISORY, LLC | 10.4K -14.1K (-57.6%) | 42.1K -76.6K (-64.5%) | 0.01% -0.015 pp | 0.00% -0.001 pp | USD10.14 -59.9% | 9 qtrs — |
| 86 | BNP PARIBAS ARBITRAGE, SNC | 7.9K +126.0 (+1.6%) | 32.2K -5.6K (-14.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD5.58 -27.1% | 5 qtrs — |
| 87 | NEW YORK STATE COMMON RETIREMENT FUND | 6.6K +— (+0.0%) | 27.0K -5.2K (-16.3%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD10.82 -62.4% | 11 qtrs — |
| 88 | VERSANT CAPITAL MANAGEMENT, INC | 6.3K +6.3K (+100.0%) | 25.5K +25.5K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.003 pp | USD4.07 +0.0% | 5 qtrs — |
| 89 | SIMPLEX TRADING, LLC | 5.3K +4.6K (+591.3%) | 21.7K +18.7K (+623.1%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD4.53 -10.2% | 4 qtrs — |
| 90 | LEGAL & GENERAL GROUP PLC | 3.9K -36.1K (-90.3%) | 15.8K -178.3K (-91.8%) | 0.00% -0.038 pp | 0.00% +0.000 pp | USD7.86 -48.2% | 13 qtrs — |
| 91 | JONES FINANCIAL COMPANIES LLLP | 3.8K -1.0K (-21.6%) | 15.4K -7.1K (-31.7%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD6.03 -32.5% | 6 qtrs — |
| 92 | HHM WEALTH ADVISORS, LLC | 3.5K -9.6K (-73.2%) | 14.2K -49.3K (-77.6%) | 0.00% -0.010 pp | 0.00% -0.006 pp | USD7.15 -43.1% | 14 qtrs — |
| 93 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 3.5K +— (+0.0%) | 14.0K -2.0K (-12.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.86 -16.3% | 2 qtrs — |
| 94 | ROYAL BANK OF CANADA | 3.6K -44.4K (-92.4%) | 14.0K -219.0K (-94.0%) | 0.00% -0.047 pp | 0.00% +0.000 pp | USD5.73 -29.0% | 13 qtrs — |
| 95 | AMERITAS INVESTMENT PARTNERS, INC. | 3.3K +— (+0.0%) | 13.5K -2.6K (-16.3%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD10.61 -61.6% | 11 qtrs — |
| 96 | TOWER RESEARCH CAPITAL LLC (TRC) | 3.2K -365.0 (-10.4%) | 12.8K -4.3K (-24.9%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD6.64 -38.7% | 14 qtrs — |
| 97 | MAI CAPITAL MANAGEMENT | 3.1K -100.2K (-97.0%) | 12.4K -489.4K (-97.5%) | 0.00% -0.106 pp | 0.00% -0.003 pp | USD10.87 -62.6% | 11 qtrs — |
| 98 | RUSSELL INVESTMENTS GROUP, LTD. | 3.0K -102.0 (-3.3%) | 12.3K -2.9K (-19.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD5.07 -19.7% | 11 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 46 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Sovereign's Capital Flourish Fund SOVF | 0.59% | 665.9K | 0.75% |
| 2 | Janus Henderson Small Cap Growth Alpha ETF JSML | 0.39% | 1.45M | 0.30% |
| 3 | Inspire Small/Mid Cap ETF ISMD | 0.19% | 616.0K | 0.53% |
| 4 | Vanguard Consumer Staples ETF VDC | 0.03% | 3.12M | 0.09% |
| 5 | Vanguard Russell 2000 Growth ETF VTWG | 0.02% | 279.2K | 0.06% |
| 6 | iShares Russell 2000 Growth ETF IWO | 0.02% | 2.48M | 0.24% |
| 7 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 33.8K | 0.39% |
| 8 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 580.1K | 0.30% |
| 9 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 256.8K | 0.30% |
| 10 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 5.0K | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
—
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+0
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | Tabor A Wellford | Director | — | — | 5% Convertible Senior Notes due 2031 | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-04-20 | Tabor A Wellford | Director | — | — | COMMON STOCK | 0 | 0.00 | — | 79,000 | D | ↗ |
| 2026-03-17 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 4,669 | 4.54 | 21.2K | 55,188 | D | ↗ |
| 2026-03-17 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 17,743 | 4.54 | 80.6K | 381,721 | D | ↗ |
| 2026-03-17 | Newkirk Kyle | Officer | F-InKind | D | COMMON STOCK | 6,360 | 4.54 | 28.9K | 150,786 | D | ↗ |
| 2026-03-17 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 3,187 | 4.54 | 14.5K | 55,488 | D | ↗ |
| 2026-03-17 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 13,959 | 4.54 | 63.4K | 440,349 | D | ↗ |
| 2026-03-17 | Ford Samuel | Officer | F-InKind | D | COMMON STOCK | 6,970 | 4.54 | 31.6K | 185,284 | D | ↗ |
| 2026-03-17 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 55,000 | 4.60 | 253.0K | 533,916 | D | ↗ |
| 2026-03-15 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 2,068 | 4.26 | 8.8K | 59,857 | D | ↗ |
| 2026-03-15 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 13,064 | 4.26 | 55.7K | 399,464 | D | ↗ |
| 2026-03-15 | Newkirk Kyle | Officer | F-InKind | D | COMMON STOCK | 3,517 | 4.26 | 15.0K | 157,146 | D | ↗ |
| 2026-03-15 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 1,412 | 4.26 | 6.0K | 58,675 | D | ↗ |
| 2026-03-15 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 9,806 | 4.26 | 41.8K | 454,308 | D | ↗ |
| 2026-03-15 | Ford Samuel | Officer | F-InKind | D | COMMON STOCK | 3,854 | 4.26 | 16.4K | 192,254 | D | ↗ |
| 2026-03-14 | Newkirk Kyle | Officer | F-InKind | D | COMMON STOCK | 6,988 | 4.26 | 29.8K | 160,663 | D | ↗ |
| 2026-03-13 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 45,000 | 3.92 | 176.4K | 478,916 | D | ↗ |
| 2026-03-05 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 1,558 | 3.93 | 6.1K | 61,925 | D | ↗ |
| 2026-03-05 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 9,426 | 3.93 | 37.0K | 412,528 | D | ↗ |
| 2026-03-05 | Newkirk Kyle | Officer | F-InKind | D | COMMON STOCK | 2,792 | 3.93 | 11.0K | 167,651 | D | ↗ |
| 2026-03-05 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 1,120 | 3.93 | 4.4K | 60,087 | D | ↗ |
| 2026-03-05 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 7,655 | 3.93 | 30.1K | 464,114 | D | ↗ |
| 2026-03-05 | Ford Samuel | Officer | F-InKind | D | COMMON STOCK | 3,016 | 3.93 | 11.9K | 196,108 | D | ↗ |
| 2026-03-05 | FORD SCOTT T | Director / Officer / 10% Owner | A-Award | A | COMMON STOCK | 33,738 | 0.00 | — | 540,139 | D | ↗ |
| 2025-12-10 | FORD SCOTT T | Director / Officer / 10% Owner | P-Purchase | A | COMMON STOCK | 100,000 | 4.14 | 414.0K | 506,401 | D | ↗ |
| 2025-11-24 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 20,000 | 4.12 | 82.4K | 433,916 | D | ↗ |
| 2025-11-20 | FORD SCOTT T | Director / Officer / 10% Owner | P-Purchase | A | COMMON STOCK | 50,000 | 4.35 | 217.5K | 406,401 | D | ↗ |
| 2025-11-19 | Kruczek Robert Patrick | Director | P-Purchase | A | COMMON STOCK | 47,000 | 4.25 | 199.8K | 338,211 | D | ↗ |
| 2025-11-18 | Kruczek Robert Patrick | Director | P-Purchase | A | COMMON STOCK | 79,000 | 4.08 | 322.3K | 291,211 | D | ↗ |
| 2025-11-17 | Kruczek Robert Patrick | Director | P-Purchase | A | COMMON STOCK | 24,000 | 4.12 | 98.9K | 212,211 | D | ↗ |
| 2025-11-12 | Pledger Thomas Christopher | Officer | P-Purchase | A | COMMON STOCK | 2,150 | 3.86 | 8.3K | 400,868 | D | ↗ |
| 2025-11-11 | Ford William A | Officer | P-Purchase | A | COMMON STOCK | 12,000 | 4.58 | 55.0K | 450,683 | D | ↗ |
| 2025-11-11 | FORD SCOTT T | Director / Officer / 10% Owner | P-Purchase | A | COMMON STOCK | 100,000 | 4.35 | 435.0K | 23,263,104 | I | ↗ |
| 2025-11-04 | HF Direct Investments Pool, LLC | 10% Owner | P-Purchase | A | 5% Convertible Senior Notes due 2031 | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-11-04 | FOX JEFFREY H | Director | P-Purchase | A | 5% Convertible Senior Notes due 2031 | 0 | 0.00 | — | 0 | I | ↗ |
| 2025-09-02 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 5,000 | 5.30 | 26.5K | 413,916 | D | ↗ |
| 2025-08-29 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 2,743 | 5.41 | 14.8K | 60,109 | D | ↗ |
| 2025-08-29 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 17,438 | 5.41 | 94.3K | 398,718 | D | ↗ |
| 2025-08-29 | Newkirk Kyle | Officer | F-InKind | D | COMMON STOCK | 4,757 | 5.41 | 25.7K | 162,009 | D | ↗ |
| 2025-08-29 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 1,859 | 5.41 | 10.1K | 57,833 | D | ↗ |
| 2025-08-29 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 13,192 | 5.41 | 71.4K | 438,683 | D | ↗ |
| 2025-08-29 | Ford Samuel | Officer | F-InKind | D | COMMON STOCK | 5,160 | 5.41 | 27.9K | 190,690 | D | ↗ |
| 2025-08-29 | FORD SCOTT T | Director / Officer / 10% Owner | F-InKind | D | COMMON STOCK | 23,880 | 5.41 | 129.2K | 356,401 | D | ↗ |
| 2025-06-06 | Umesiri Oluwatoyin | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 26,711 | D | ↗ |
| 2025-06-06 | Parent Kenneth M. | Director | A-Award | A | COMMON STOCK | 48,500 | 0.00 | — | 160,951 | D | ↗ |
| 2025-06-06 | NATORI JOSIE C | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 38,211 | D | ↗ |
| 2025-06-06 | McColl Hugh III | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 38,211 | D | ↗ |
| 2025-06-06 | MARTIN R BRAD | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 1,917,913 | D | ↗ |
| 2025-06-06 | Kruczek Robert Patrick | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 188,211 | D | ↗ |
| 2025-06-06 | KEATING LESLIE STARR | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 130,597 | D | ↗ |
| 2025-06-06 | FOX JEFFREY H | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 38,211 | D | ↗ |
| 2025-06-06 | FORD JOE T | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 408,916 | D | ↗ |
| 2025-06-06 | EDMUNDS MARK A | Director | A-Award | A | COMMON STOCK | 12,471 | 0.00 | — | 108,380 | D | ↗ |
| 2025-05-19 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 25,000 | 7.45 | 186.3K | 396,445 | D | ↗ |
| 2025-05-15 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 25,000 | 7.44 | 186.0K | 371,445 | D | ↗ |
| 2025-05-14 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 70,000 | 7.47 | 522.9K | 346,445 | D | ↗ |
| 2025-05-13 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 7.35 | 73.5K | 276,445 | D | ↗ |
| 2025-05-07 | Newkirk Kyle | Officer | — | — | Performance-based Restricted Stock Unit | 25,304 | 0.00 | — | 0 | D | ↗ |
| 2025-05-07 | Ford Samuel | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 195,850 | D | ↗ |
| 2025-04-01 | Schuhmacher Blake | Officer | A-Award | A | Performance-based Restricted Stock Unit | 10,122 | 0.00 | — | 10,122 | D | ↗ |
| 2025-04-01 | Pledger Thomas Christopher | Officer | A-Award | A | Performance-based Restricted Stock Unit | 63,259 | 0.00 | — | 63,259 | D | ↗ |
| 2025-04-01 | McKinney Robert P. | Officer | A-Award | A | Performance-based Restricted Stock Unit | 10,122 | 0.00 | — | 10,122 | D | ↗ |
| 2025-04-01 | Ford William A | Officer | A-Award | A | Performance-based Restricted Stock Unit | 63,259 | 0.00 | — | 63,259 | D | ↗ |
| 2025-04-01 | FORD SCOTT T | Director / Officer / 10% Owner | A-Award | A | Performance-based Restricted Stock Unit | 101,215 | 0.00 | — | 101,215 | D | ↗ |
| 2025-03-17 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 4,668 | 6.97 | 32.5K | 62,852 | D | ↗ |
| 2025-03-17 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 17,978 | 6.97 | 125.3K | 416,156 | D | ↗ |
| 2025-03-17 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 4,275 | 6.97 | 29.8K | 59,692 | D | ↗ |
| 2025-03-17 | Kruczek Robert Patrick | Director | P-Purchase | A | COMMON STOCK | 76,800 | 7.01 | 538.4K | 175,740 | D | ↗ |
| 2025-03-17 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 13,503 | 6.97 | 94.1K | 451,875 | D | ↗ |
| 2025-03-17 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 14,000 | 7.04 | 98.6K | 3,281,976 | I | ↗ |
| 2025-03-15 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 2,022 | 6.88 | 13.9K | 67,520 | D | ↗ |
| 2025-03-15 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 13,238 | 6.88 | 91.1K | 434,134 | D | ↗ |
| 2025-03-15 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 1,894 | 6.88 | 13.0K | 63,967 | D | ↗ |
| 2025-03-15 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 10,812 | 6.88 | 74.4K | 465,378 | D | ↗ |
| 2025-03-15 | FORD SCOTT T | Director / Officer / 10% Owner | F-InKind | D | COMMON STOCK | 17,551 | 6.88 | 120.8K | 380,281 | D | ↗ |
| 2025-03-14 | Kruczek Robert Patrick | Director | P-Purchase | A | COMMON STOCK | 37,992 | 6.46 | 245.4K | 63,732 | D | ↗ |
| 2025-03-14 | Ford William A | Officer | P-Purchase | A | COMMON STOCK | 15,000 | 6.45 | 96.8K | 476,190 | D | ↗ |
| 2025-03-14 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 26,300 | 6.61 | 173.8K | 28,300 | I | ↗ |
| 2024-12-02 | Parent Kenneth M. | Director | P-Purchase | A | COMMON STOCK | 62,735 | 8.07 | 506.3K | 112,451 | D | ↗ |
| 2024-11-12 | Parent Kenneth M. | Director | A-Award | A | COMMON STOCK | 49,716 | 0.00 | — | 49,716 | D | ↗ |
| 2024-11-12 | Ford William A | Officer | P-Purchase | A | COMMON STOCK | 25,000 | 7.54 | 188.5K | 461,190 | D | ↗ |
| 2024-11-12 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 2,000 | 7.44 | 14.9K | 251,445 | D | ↗ |
| 2024-11-12 | EDMUNDS MARK A | Director | S-Sale | D | COMMON STOCK | 17,217 | 7.47 | 128.6K | 95,909 | D | ↗ |
| 2024-11-05 | Parent Kenneth M. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-30 | MARTIN R BRAD | Director | D-Return | D | Warrants | 14,023 | 11.50 | 161.3K | 0 | I | ↗ |
| 2024-09-30 | KEATING LESLIE STARR | Director | D-Return | D | Warrants for Common Stock | 74,000 | 11.50 | 851.0K | 0 | D | ↗ |
| 2024-09-30 | EDMUNDS MARK A | Director | D-Return | D | Warrants for Common Stock | 74,000 | 11.50 | 851.0K | 0 | D | ↗ |
| 2024-09-12 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 5,000 | 6.97 | 34.9K | 249,445 | — | ↗ |
| 2024-09-10 | Umesiri Oluwatoyin | Director | S-Sale | D | COMMON STOCK | 11,500 | 8.07 | 92.8K | 14,240 | — | ↗ |
| 2024-09-03 | Ford William A | Officer | P-Purchase | A | COMMON STOCK | 1,092 | 7.78 | 8.5K | 436,190 | — | ↗ |
| 2024-09-03 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 5,000 | 7.64 | 38.2K | 244,445 | — | ↗ |
| 2024-08-29 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 2,724 | 8.72 | 23.8K | 69,542 | — | ↗ |
| 2024-08-29 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 19,301 | 8.72 | 168.3K | 447,372 | — | ↗ |
| 2024-08-29 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 2,035 | 8.72 | 17.7K | 65,861 | — | ↗ |
| 2024-08-29 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 11,650 | 8.72 | 101.6K | 435,098 | — | ↗ |
| 2024-08-29 | FORD SCOTT T | Director / Officer / 10% Owner | F-InKind | D | COMMON STOCK | 18,783 | 8.72 | 163.8K | 397,832 | — | ↗ |
| 2024-08-15 | Tabor A Wellford | Director | — | — | 5% Convertible Note due 2029 | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-08-01 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 2 | 10.02 | 20.04 | 12,708,089 | — | ↗ |
| 2024-07-31 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 3,629 | 10.04 | 36.4K | 12,708,091 | — | ↗ |
| 2024-07-30 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 1,648 | 10.07 | 16.6K | 12,711,720 | — | ↗ |
| 2024-07-29 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 31,869 | 10.05 | 320.3K | 12,713,368 | — | ↗ |
| 2024-07-26 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 38,393 | 10.11 | 388.2K | 12,745,237 | — | ↗ |
| 2024-07-25 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 18,785 | 10.09 | 189.5K | 12,783,630 | — | ↗ |
| 2024-07-24 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 6,854 | 10.03 | 68.7K | 12,802,415 | — | ↗ |
| 2024-07-23 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 15,876 | 10.08 | 160.0K | 12,809,269 | — | ↗ |
| 2024-07-22 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 18,572 | 10.05 | 186.6K | 12,825,145 | — | ↗ |
| 2024-07-18 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 2,791 | 10.05 | 28.0K | 12,843,717 | — | ↗ |
| 2024-07-17 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 35,933 | 10.10 | 362.9K | 12,846,508 | — | ↗ |
| 2024-07-16 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 61,317 | 10.11 | 619.9K | 12,882,441 | — | ↗ |
| 2024-07-15 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 11,901 | 10.03 | 119.4K | 12,943,758 | — | ↗ |
| 2024-07-12 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 18,012 | 10.03 | 180.7K | 12,955,659 | — | ↗ |
| 2024-07-11 | Pledger Thomas Christopher | Officer | S-Sale | D | COMMON STOCK | 6,600 | 10.00 | 66.0K | 466,673 | — | ↗ |
| 2024-07-11 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 737 | 10.00 | 7.4K | 12,973,671 | — | ↗ |
| 2024-07-08 | HF Direct Investments Pool, LLC | 10% Owner | S-Sale | D | COMMON STOCK | 33,592 | 10.03 | 336.9K | 12,974,408 | — | ↗ |
| 2024-06-18 | Pledger Thomas Christopher | Officer | S-Sale | D | COMMON STOCK | 99 | 10.00 | 990.00 | 473,273 | — | ↗ |
| 2024-06-17 | Pledger Thomas Christopher | Officer | S-Sale | D | COMMON STOCK | 5,559 | 10.00 | 55.6K | 473,372 | — | ↗ |
| 2024-06-06 | Umesiri Oluwatoyin | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 25,740 | — | ↗ |
| 2024-06-06 | NATORI JOSIE C | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 25,740 | — | ↗ |
| 2024-06-06 | McColl Hugh III | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 25,740 | — | ↗ |
| 2024-06-06 | MARTIN R BRAD | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 2,977,627 | — | ↗ |
| 2024-06-06 | Kruczek Robert Patrick | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 25,740 | — | ↗ |
| 2024-06-06 | KEATING LESLIE STARR | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 96,666 | — | ↗ |
| 2024-06-06 | FOX JEFFREY H | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 25,740 | — | ↗ |
| 2024-06-06 | FORD JOE T | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 239,445 | — | ↗ |
| 2024-06-06 | EDMUNDS MARK A | Director | A-Award | A | COMMON STOCK | 8,523 | 0.00 | — | 91,666 | — | ↗ |
| 2024-03-17 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 5,324 | 9.60 | 51.1K | 72,266 | — | ↗ |
| 2024-03-17 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 18,236 | 9.60 | 175.1K | 478,931 | — | ↗ |
| 2024-03-17 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 4,106 | 9.60 | 39.4K | 67,896 | — | ↗ |
| 2024-03-17 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 13,693 | 9.60 | 131.5K | 446,748 | — | ↗ |
| 2024-03-15 | Schuhmacher Blake | Officer | A-Award | A | COMMON STOCK | 20,243 | 0.00 | — | 77,590 | — | ↗ |
| 2024-03-15 | Pledger Thomas Christopher | Officer | A-Award | A | COMMON STOCK | 126,518 | 0.00 | — | 497,167 | — | ↗ |
| 2024-03-15 | McKinney Robert P. | Officer | A-Award | A | COMMON STOCK | 20,243 | 0.00 | — | 72,002 | — | ↗ |
| 2024-03-15 | Ford William A | Officer | A-Award | A | COMMON STOCK | 126,518 | 0.00 | — | 460,441 | — | ↗ |
| 2024-03-15 | FORD SCOTT T | Director / Officer / 10% Owner | A-Award | A | COMMON STOCK | 202,429 | 0.00 | — | 416,615 | — | ↗ |
| 2024-02-15 | HF Direct Investments Pool, LLC | 10% Owner | P-Purchase | A | 5% Convertible Notes due 2029 | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-15 | FORD SCOTT T | Director / Officer / 10% Owner | A-Award | A | 5% Convertible Note due 2029 | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-15 | FORD JOE T | Director | A-Award | A | 5% Convertible Note due 2029 | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-11 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 9.59 | 95.9K | 230,922 | — | ↗ |
| 2023-11-30 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 9.25 | 92.5K | 220,992 | — | ↗ |
| 2023-11-29 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 9.40 | 94.0K | 210,992 | — | ↗ |
| 2023-11-28 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 9.30 | 93.0K | 200,922 | — | ↗ |
| 2023-11-22 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 8.89 | 88.9K | 190,922 | — | ↗ |
| 2023-11-20 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 5,000 | 8.27 | 41.4K | 180,922 | — | ↗ |
| 2023-11-16 | Pledger Thomas Christopher | Officer | P-Purchase | A | COMMON STOCK | 12,000 | 8.63 | 103.6K | 370,649 | — | ↗ |
| 2023-11-15 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 35,000 | 8.45 | 295.8K | 175,922 | — | ↗ |
| 2023-11-14 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 17,005 | 7.55 | 128.4K | 140,922 | — | ↗ |
| 2023-09-15 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 5,000 | 9.98 | 49.9K | 123,917 | — | ↗ |
| 2023-08-29 | Schuhmacher Blake | Officer | F-InKind | D | COMMON STOCK | 1,931 | 10.06 | 19.4K | 57,347 | — | ↗ |
| 2023-08-29 | Pledger Thomas Christopher | Officer | F-InKind | D | COMMON STOCK | 15,226 | 10.06 | 153.2K | 358,649 | — | ↗ |
| 2023-08-29 | McKinney Robert P. | Officer | F-InKind | D | COMMON STOCK | 2,519 | 10.06 | 25.3K | 51,759 | — | ↗ |
| 2023-08-29 | Ford William A | Officer | F-InKind | D | COMMON STOCK | 13,726 | 10.06 | 138.1K | 327,523 | — | ↗ |
| 2023-08-29 | FORD SCOTT T | Director / Officer / 10% Owner | F-InKind | D | COMMON STOCK | 24,814 | 10.06 | 249.6K | 214,186 | — | ↗ |
| 2023-08-28 | Ford William A | Officer | P-Purchase | A | COMMON STOCK | 3,500 | 10.02 | 35.1K | 331,023 | — | ↗ |
| 2023-08-24 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 10.00 | 100.0K | 385,000 | — | ↗ |
| 2023-08-23 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 10.19 | 101.9K | 375,000 | — | ↗ |
| 2023-08-21 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 4,317 | 10.85 | 46.8K | 365,000 | — | ↗ |
| 2023-08-17 | MARTIN R BRAD | Director | J-Other | A | COMMON STOCK | 8,756 | 0.00 | — | 8,756 | — | ↗ |
| 2023-08-16 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 683 | 10.65 | 7.3K | 360,683 | — | ↗ |
| 2023-08-15 | MARTIN R BRAD | Director | J-Other | D | COMMON STOCK | 3,426,095 | 0.00 | — | 2,969,104 | — | ↗ |
| 2023-08-15 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 5,000 | 10.63 | 53.2K | 360,000 | — | ↗ |
| 2023-08-14 | Umesiri Oluwatoyin | Director | A-Award | A | COMMON STOCK | 8,217 | 0.00 | — | 17,217 | — | ↗ |
| 2023-08-14 | NATORI JOSIE C | Director | A-Award | A | COMMON STOCK | 8,217 | 0.00 | — | 17,217 | — | ↗ |
| 2023-08-14 | McColl Hugh III | Director | A-Award | A | COMMON STOCK | 8,217 | 0.00 | — | 17,217 | — | ↗ |
| 2023-08-14 | MARTIN R BRAD | Director | J-Other | A | WARRANTS | 1,991,266 | 11.50 | 22.90M | 1,991,266 | — | ↗ |
| 2023-08-14 | Kruczek Robert Patrick | Director | A-Award | A | COMMON STOCK | 8,217 | 0.00 | — | 17,217 | — | ↗ |
| 2023-08-14 | KEATING LESLIE STARR | Director | A-Award | A | COMMON STOCK | 8,217 | 0.00 | — | 88,143 | — | ↗ |
| 2023-08-14 | FOX JEFFREY H | Director | A-Award | A | COMMON STOCK | 8,217 | 0.00 | — | 17,217 | — | ↗ |
| 2023-08-14 | FORD JOE T | Director | A-Award | A | COMMON STOCK | 8,217 | 0.00 | — | 118,917 | — | ↗ |
| 2023-08-14 | EDMUNDS MARK A | Director | A-Award | A | COMMON STOCK | 8,217 | 0.00 | — | 83,143 | — | ↗ |
| 2023-08-11 | MARTIN R BRAD | Director | J-Other | D | WARRANTS | 5,352,642 | 11.50 | 61.56M | 10,699 | — | ↗ |
| 2023-08-07 | BROWN BROTHERS HARRIMAN & CO | 10% Owner | P-Purchase | A | Common Stock | 1,061,158 | 10.00 | 10.61M | 1,061,158 | — | ↗ |
| 2023-08-03 | HF Direct Investments Pool, LLC | 10% Owner | P-Purchase | A | Common Stock | 5,000,000 | 10.00 | 50.00M | 13,008,000 | — | ↗ |
| 2023-08-02 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 10,000 | 11.08 | 110.8K | 5,484,093 | — | ↗ |
| 2023-07-28 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 12,353 | 11.17 | 138.0K | 5,494,093 | — | ↗ |
| 2023-07-27 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 2,403 | 11.17 | 26.8K | 5,506,446 | — | ↗ |
| 2023-07-21 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 14,723 | 11.37 | 167.4K | 5,508,849 | — | ↗ |
| 2023-07-20 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 15,000 | 11.49 | 172.3K | 5,523,572 | — | ↗ |
| 2023-07-19 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 15,000 | 11.39 | 170.8K | 5,538,572 | — | ↗ |
| 2023-07-18 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 18,510 | 11.37 | 210.5K | 5,553,572 | — | ↗ |
| 2023-06-20 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 10,000 | 11.53 | 115.3K | 5,572,082 | — | ↗ |
| 2023-06-15 | Pledger Thomas Christopher | Officer | S-Sale | D | COMMON STOCK | 28,750 | 11.39 | 327.5K | 373,875 | — | ↗ |
| 2023-05-17 | FORD JOE T | Director | P-Purchase | A | COMMON STOCK | 10,000 | 10.73 | 107.3K | 110,700 | — | ↗ |
| 2023-05-01 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 500 | 12.29 | 6.1K | 5,582,082 | — | ↗ |
| 2023-04-28 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 209 | 12.25 | 2.6K | 5,582,582 | — | ↗ |
| 2023-04-24 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 5,055 | 12.58 | 63.6K | 5,582,791 | — | ↗ |
| 2023-04-21 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 5,641 | 12.54 | 70.8K | 5,587,846 | — | ↗ |
| 2023-04-17 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 4,893 | 12.54 | 61.4K | 5,593,487 | — | ↗ |
| 2023-04-14 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 3,489 | 12.53 | 43.7K | 5,598,380 | — | ↗ |
| 2023-04-13 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 2,718 | 12.50 | 34.0K | 5,601,869 | — | ↗ |
| 2023-04-12 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 4,193 | 12.54 | 52.6K | 5,604,587 | — | ↗ |
| 2023-04-11 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 11,387 | 12.61 | 143.6K | 5,608,780 | — | ↗ |
| 2023-04-10 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 10,553 | 12.59 | 132.9K | 5,260,167 | — | ↗ |
| 2023-04-06 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 10,000 | 12.29 | 122.9K | 5,630,720 | — | ↗ |
| 2023-04-05 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 3,287 | 12.16 | 40.0K | 5,640,720 | — | ↗ |
| 2023-03-30 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 7,379 | 12.10 | 89.3K | 5,644,007 | — | ↗ |
| 2023-03-29 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 12,769 | 12.12 | 154.8K | 5,651,386 | — | ↗ |
| 2023-03-28 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 3,800 | 12.11 | 46.0K | 5,664,155 | — | ↗ |
| 2023-03-27 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 9,359 | 12.17 | 113.9K | 5,667,955 | — | ↗ |
| 2023-03-24 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 11,378 | 12.12 | 137.9K | 5,677,314 | — | ↗ |
| 2023-03-23 | Stephens Group, LLC | 10% Owner | S-Sale | D | Common Stock | 8,107 | 12.01 | 97.4K | 5,688,692 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-44.6K
Shares Outstanding
96.88M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Scott T. Ford CEO and Co-Founder | 1.20M | — | 1.16M | — | 1.33M | 13.4K | 3.71M | 31.44% | ↗ |
| 2 | 2025 | T. Christopher Pledger CFO and CAO | 675.0K | — | 728.1K | — | 799.2K | 12.6K | 2.21M | 32.87% | ↗ |
| 3 | 2025 | Sam T. Ford Chief Trade & Risk Officer | 425.0K | 775.0K | 291.2K | — | 503.2K | — | 1.99M | 14.60% | ↗ |
| 4 | 2024 | Scott T. Ford CEO and Co-Founder | 1.20M | — | 1.94M | — | — | 12.1K | 3.16M | 61.59% | ↗ |
| 5 | 2024 | T. Christopher Pledger CFO and CAO | 602.3K | — | 1.21M | — | — | — | 1.82M | 66.85% | ↗ |
| 6 | 2024 | William A. Ford COO | 402.3K | — | 1.21M | — | — | 10.6K | 1.63M | 74.63% | ↗ |
| 7 | 2023 | T. Christopher Pledger CFO and CAO | 578.3K | — | 1.53M | — | — | — | 2.11M | 72.60% | ↗ |
| 8 | 2023 | T. Christopher Pledger CFO | 578.3K | — | 1.53M | — | — | — | 2.11M | 72.60% | ↗ |
| 9 | 2023 | William A. Ford COO | 378.3K | — | 1.61M | — | — | 10.9K | 2.00M | 80.49% | ↗ |
| 10 | 2023 | William A. Ford Group President – Operations of WBS | 378.3K | — | 1.61M | — | — | 10.9K | 2.00M | 80.49% | ↗ |
| 11 | 2023 | Scott T. Ford CEO and Co-Founder | 1.20M | — | — | — | — | 11.6K | 1.21M | 0.00% | ↗ |
| 12 | 2022 | Scott T. Ford CEO and Co-Founder | 1.16M | — | 2.30M | — | 234.0K | 14.2K | 3.71M | 62.02% | ↗ |
| 13 | 2022 | T. Christopher Pledger CFO | 528.8K | — | 1.44M | — | 91.2K | 2.5K | 2.06M | 69.80% | ↗ |
| 14 | 2022 | William A. Ford Group President – Operations of WBS | 340.4K | — | 1.44M | — | 58.0K | 8.5K | 1.85M | 77.95% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Scott Thomas Ford | Co-Founder, Director & Chief Executive Officer | 3M | male |
| Sam Ford | Chief Trade & Risk Officer | 2M | male |
| Thomas Christopher Pledger | Chief Financial Officer & Chief Administrative Officer | 1M | male |
| William A. Ford | Group President?Operations of Westrock Beverage Solutions, LLC | 412.9K | male |
| Joe T. Ford | Co-Founder & Chairman of the Board | 60.0K | male |
| Blake Schuhmacher | Chief Accounting Officer | — | male |
| Steve McElhanon | Senior Vice President of C-Stores, Distributors & Non-Commercial | — | male |
| Wendy Redmond | Senior Vice President of Global QSR | — | female |
| Robert Mounger | Vice President of Corporate Development | — | — |
| C. J. Duvall Jr. | Executive Vice President of Human Resources | — | male |
| Kyle Jones | Senior Vice President of CPG & Private Label Sales | — | male |
| Kyle Newkirk | Chief Commercial Officer | — | male |
ESG Rating
ESG Score History PACKAGED FOODS
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for WEST
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
