WEST at a glance
Westrock Coffee Co (WEST, SEC CIK 1806347) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as June 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Westrock Coffee Co (WEST) reported revenue of $1.2 billion (up 39.8% from FY2024) and a net loss of $90.4 million. Diluted EPS was -$0.94.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Westrock Coffee Co (WEST) shares worth $110.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.2B
- +39.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $110.4M · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; supplied text contains Items 2–6 and exhibits only
- New executive compensation exposure: Samuel Ford agreement guarantees $500,000 salary and 100% target annual bonus
- Change-in-control severance exposure: Ford may receive twice salary and target bonus plus two years’ health premiums
- Compliance risk: Section 280G payments require reduction when producing greater after-tax compensation
- Financing update: June 30, 2026 credit-agreement Amendment No. 6 listed, with no terms disclosed
AI summary of the WEST 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results for quarter ended June 30, 2026
- Earnings press release furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales $305.7M, up 8.8%, while gross profit fell 8.8% to $37.7M, signaling margin pressure
- Adjusted EBITDA $21.3M, up 38.9%, and net loss narrowed to $13.7M from $21.6M
Item 1.01: Entry into a Material Definitive Agreement
- Maturity extended for approximately $361 million of debt and commitments, from August 29, 2027 to November 29, 2028
- Approximately $26 million remains due August 29, 2027, creating a nearer-term refinancing obligation
Item 2.03: Creation of a Direct Financial Obligation
- Item 2.03 indicates a direct financial obligation, but the provided excerpt contains no amount, terms, maturity, or purpose
- Investors should review the full filing and related exhibit for borrowing details and potential balance-sheet impact
Item 8.01: Other Events
- Westrock Coffee terminated covenant relief on June 30, 2026, three months before scheduled October 1 expiration
- Applicable loan margins decrease, lowering borrowing costs
Item EX-99.1: Item EX-99.1
- Approximately $361 million of loans and commitments extended to November 29, 2028
- Approximately $26 million remains due August 29, 2027, preserving a nearer-term refinancing obligation
Item 5.07: Submission of Matters to a Vote of Security Holders
- All four Class I nominees elected to one-year terms expiring at the 2027 annual meeting
- Kenneth M. Parent received strongest support, with 93,526,065 votes for and 1,843,362 against
AI summaries of WEST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WEST
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- Fund moves. Which tracked funds opened, added or cut WEST, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Harvey Larry Keith | A | Jun 8, 2026 | 20,359 | - |
| FORD JOE T | A | Jun 5, 2026 | 10,798 | - |
| Umesiri Oluwatoyin | A | Jun 5, 2026 | 10,798 | - |
| Tabor A Wellford | A | Jun 5, 2026 | 10,798 | - |
| Kruczek Robert Patrick | A | Jun 5, 2026 | 10,798 | - |
| KEATING LESLIE STARR | A | Jun 5, 2026 | 10,798 | - |
| Parent Kenneth M. | A | Jun 5, 2026 | 41,992 | - |
| EDMUNDS MARK A | A | Jun 5, 2026 | 10,798 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $850.7M | $1.2B |
| Gross Profit | - | $153.8M | $150.8M |
| Operating Income | - | -$49.1M | -$45.5M |
| Net Income | - | -$80.3M | -$90.4M |
| Gross Margin | - | 18.1% | 12.7% |
| Op. Margin | - | -5.8% | -3.8% |
| Net Margin | - | -9.4% | -7.6% |
| Balance Sheet | |||
| Total Assets | $971.5M | $1.1B | $1.2B |
| Equity | $113.7M | $97.5M | -$1.9M |
| ROE | - | -82.4% | 4841.8% |
| Per Share | |||
| EPS | - | $-0.89 | $-0.94 |
| Cash Flow | |||
| Operating CF | - | -$13.2M | -$19.0M |
| CapEx | - | $159.6M | $88.8M |
Source: XBRL data in Westrock Coffee Co (WEST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WEST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $110.4M |
| Q1 2026 | 24 | $43.2M |
| Q4 2025 | 24 | $43.9M |
| Q3 2025 | 22 | $51.3M |
| Q2 2025 | 20 | $58.6M |
| Q1 2025 | 17 | $55.2M |
| Q4 2024 | 13 | $45.6M |
| Q3 2024 | 8 | $8.8M |
- FMR LLC (Fidelity)+1.25M (+45%)
- Millennium Management+569.4K (+1768%)
- AQR Capital Management+367.0K (+347%)
- Bank of America Corp+306.2K (+439%)
- BlackRock+220.7K (+9%)
- Raymond James Financial−4.0K (-13%)
- PNC Financial Services−55 (-81%)
- U.S. Bancorp−8 (-19%)
- Two Sigma Investments+96.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 153 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WEST filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | Apr 21, 2026 | - | - | - |
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WEST SEC filings: frequently asked questions
Which institutions hold WEST stock?
As of June 30, 2026, the largest Westrock Coffee Co (WEST) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($32.8 million), BlackRock ($22.5 million), Vanguard Capital Management LLC ($17.7 million), State Street Corp ($6.4 million), Vanguard Portfolio Management LLC ($5.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WEST's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Westrock Coffee Co (WEST) reported revenue of $1.2 billion (up 39.8% from FY2024) and a net loss of $90.4 million. Diluted EPS was -$0.94. The figures come from the XBRL data in the 10-K.
What did WEST report in its latest 8-K?
Westrock Coffee Co (WEST) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 financial results for quarter ended June 30, 2026.
What are the latest WEST SEC filings?
Westrock Coffee Co (WEST) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on June 12, 2026.
What is WEST's SEC CIK number?
Westrock Coffee Co (WEST)'s SEC Central Index Key (CIK) is 1806347. EDGAR lists every WEST filing under that number.
Ask anything about WEST
The research agent reads WEST's filings, financials, insider trades and 13F holders, then answers with sources.