Sawtelle buys 17K Compass Diversified shares
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4/A
Rhea-AI Filing Summary
Compass Diversified Holdings (CODI) reported that reporting person Zachary T. Sawtelle purchased 17,000 Common Shares on 08/13/2026 in an open-market or private transaction at a weighted average price of $12.4204 per share, with individual trade prices ranging from $12.39 to $12.45. Following this transaction, Sawtelle directly owned 73,588 Common Shares. An earlier Form 4 had inadvertently reported this trade as 7,000 shares, and this amendment corrects the purchased share amount.
Insider Trade Summary
Net Buyer: 17,000 shares
Net Buy
1 txn
Insider
Sawtelle Zachary T.
Role
Insider
Bought
17,000 shs ($211K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Shares F1, F2, F3 | 17,000 | $12.4204 | $211K |
Holdings After Transaction:
Common Shares — 73,588 shares (Direct)
Footnotes (3)
- F1. Each Common Share represents one undivided beneficial interest in Compass Diversified Holdings (the "Trust") property and corresponds to one underlying trust common interest of Compass Group Diversified Holdings LLC held by the Trust.
- F2. On 08/13/2026, the Reporting Person filed a Form 4 that inadvertently reported the purchase of 7,000 Common Shares, when in fact, 17,000 Common Shares of the Issuer were purchased.
- F3. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.39 to $12.45, inclusive. Full information regarding the number of shares purchased at each separate price will be provided upon request by the SEC staff, the issuer, or any security holder of the issuer.
Key Figures
Shares purchased: 17,000 shares
Weighted average purchase price: $12.4204 per share
Price range: $12.39 to $12.45 per share
+2 more
5 metrics
Shares purchased
17,000 shares
Common Shares acquired on 08/13/2026 by reporting person
Weighted average purchase price
$12.4204 per share
Weighted average price for the 08/13/2026 purchase
Price range
$12.39 to $12.45 per share
Range of prices for multiple transactions included in the purchase
Shares owned after transaction
73,588 shares
Total direct holdings of Common Shares following the purchase
Originally reported shares
7,000 shares
Share amount inadvertently reported in the original Form 4
Key Terms
weighted average price, undivided beneficial interest, beneficial interest, Form 4
4 terms
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
undivided beneficial interest financial
"Each Common Share represents one undivided beneficial interest in Compass Diversified Holdings"
beneficial interest financial
"represents one undivided beneficial interest in Compass Diversified Holdings"
Beneficial interest is the right to receive the economic benefits of an asset—such as dividends, interest, or sale proceeds—without necessarily holding legal title to it. For investors this matters because it determines who actually gains from an investment or trust, much like renting an apartment where the tenant enjoys living there and paying bills while the landlord holds the deed; understanding who has the beneficial interest affects income rights, voting influence, and risk exposure.
Form 4 regulatory
"the Reporting Person filed a Form 4 that inadvertently reported the purchase"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did CODI report for Zachary T. Sawtelle on August 13, 2026?
Zachary T. Sawtelle reported purchasing 17,000 Common Shares of Compass Diversified Holdings (CODI) on 08/13/2026. The transaction was a purchase in an open-market or private transaction as reflected by code P on the Form 4/A.
What correction does this Form 4/A amendment for CODI make to the earlier filing?
The amendment corrects the originally reported purchase size from 7,000 to 17,000 Common Shares. The prior Form 4 inadvertently understated the number of CODI shares purchased on 08/13/2026 by 10,000 shares.
Was the CODI insider purchase by Sawtelle made under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is unchecked, and there is no footnote indicating a trading plan. The Form 4/A therefore does not state that this purchase was made pursuant to a Rule 10b5-1 plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
