Compass Diversified (CODI) insider buys shares outside 10b5-1 plan
Rhea-AI Filing Summary
Compass Diversified Holdings (CODI) reported that an entity associated with Glenn R. Richter purchased 38,051 Common Shares on 2026-08-14 in an open-market or private transaction. The weighted average purchase price was $13.1399 per share, across individual trades ranging from $12.905 to $13.26. Following this transaction, the reporting trust holds 38,051 Common Shares indirectly, through the Glenn R Richter Revocable Trust & Danielle L Richter Revocable Trust as Joint Tenants In Common, for which Mr. Richter serves as trustee and beneficiary.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 38,051 shares
Net Buy
1 txn
Insider
RICHTER GLENN R
Role
Insider
Bought
38,051 shs ($500K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Shares F1, F2, F3 | 38,051 | $13.1399 | $500K |
Holdings After Transaction:
Common Shares — 38,051 shares (Indirect, By Revocable Trust)
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. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.905 to $13.26, 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.
- F3. Shares held by the Reporting Person through the Glenn R Richter Revocable Trust & Danielle L Richter Revocable Trust Joint Tenants In Common (the "Trust"). The reporting person is trustee and beneficiary of the Trust.
Key Figures
Shares purchased: 38,051 shares
Weighted average purchase price: $13.1399 per share
Purchase price range: $12.905 to $13.26 per share
+1 more
4 metrics
Shares purchased
38,051 shares
Common Shares acquired on 2026-08-14 by revocable trust
Weighted average purchase price
$13.1399 per share
Average price for 38,051 Common Shares purchased
Purchase price range
$12.905 to $13.26 per share
Range of individual transaction prices within the aggregated trade
Shares held after transaction
38,051 shares
Indirect holdings via revocable trust following the purchase
Key Terms
weighted average price, Revocable Trust, Joint Tenants In Common, undivided beneficial interest
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.
Revocable Trust financial
"Shares held by the Reporting Person through the Glenn R Richter Revocable Trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
Joint Tenants In Common financial
"Revocable Trust & Danielle L Richter Revocable Trust Joint Tenants In Common"
undivided beneficial interest financial
"Each Common Share represents one undivided beneficial interest in Compass Diversified Holdings"
FAQ
What insider transaction did CODI report for Glenn R. Richter?
Glenn R. Richter, through a revocable trust, purchased 38,051 CODI Common Shares on 2026-08-14. The transaction was reported as an open-market or private purchase, increasing the trust’s indirect holdings to 38,051 shares after the trade.
Was this CODI insider trade made under a Rule 10b5-1 trading plan?
The Form 4 indicates the Rule 10b5-1 checkbox is not affirmed for this transaction. The aff_10b5_one field is set to false, meaning this particular purchase is not identified as executed under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.