| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
2 companies
Stephens Group, LLC last filed a Form 4 in August 2023, as 10% Owner at LAW. The filings on record cover 2 companies.
Historically, Stephens Group, LLC's trades have earned a strong insider score of 84/100 across 43 rated trades. Over a 12-month horizon, all 43 of those trades were profitable, with an average 12-month return of +16.7%.
At the last filing, the largest reported position was 5,484,093 shares of WEST. The WEST filings lean toward selling, a net 376,577 shares.
Stephens Group, LLC has 26 Form 4 filings on record from July 2021 to August 2023, across 2 companies: 10% Owner at Westrock Coffee (WEST), 2023; 10% Owner at CS Disco (LAW), 2021–2022.
The 47 reported transactions were 44 open-market sales, 2 other transactions and 1 conversion.
Counted by filing, the open-market trades come to no purchases and 23 sales worth about $84.7M.
The largest open-market sale was 1,515,530 shares of LAW at an average $53.00 on September 17, 2021, about $80.3M. Twelve months later LAW was down 76%.
None of the 11 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from August 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 2, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 10,000 | $11.08 | $110,835.00 | -0.2% | -25.6% | -12.5% | |
| Jul 28, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 14,756 | $11.17 | $164,832.14 | -0.3% | -23.7% | -9.7% | |
| Jul 21, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 29,723 | $11.43 | $339,665.34 | -0.5% | -23.3% | -12.0% | |
| Jul 19, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 33,510 | $11.38 | $381,270.40 | -0.6% | -23.4% | -12.8% | |
| Jun 20, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 10,000 | $11.53 | $115,313.00 | -0.2% | -12.7% | -13.3% | |
| May 1, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 709 | $12.28 | $8,707.29 | - | -8.3% | -16.2% | |
| Apr 24, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 10,696 | $12.56 | $134,362.07 | -0.2% | -12.9% | -19.8% | |
| Apr 17, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 8,382 | $12.53 | $105,062.89 | -0.1% | -11.9% | -20.0% | |
| Apr 13, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 6,911 | $12.53 | $86,582.25 | -0.1% | -15.1% | -20.2% | |
| Apr 11, 2023 | WEST Westrock Coffee Co | 10% Owner | Sell | 21,940 | $12.60 | $276,480.14 | -0.4% | -16.2% | -20.6% |