30,000 Compass Diversified (NYSE: CODI) shares bought via IRAs
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Compass Diversified Holdings insider Keller Stephen reported open-market purchases of Common Shares. On April 6, 2026, entities associated with him bought a total of 30,000 Common Shares in two transactions. A rollover IRA acquired 20,000 shares at a weighted average price of $8.6619 per share, and a Roth IRA acquired 10,000 shares at $8.50 per share. Following these transactions, indirect holdings include 20,000 shares by a Rollover IRA and 10,000 shares by a Roth IRA, while direct ownership stands at 11,840.375 Common Shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 30,000 shares ($258,238)
Net Buy
3 txns
Insider
Keller Stephen
Role
Insider
Bought
30,000 shs ($258K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Shares | 20,000 | $8.6619 | $173K |
| Purchase | Common Shares | 10,000 | $8.50 | $85K |
| holding | Common Shares | -- | -- | -- |
Holdings After Transaction:
Common Shares — 20,000 shares (Indirect, By Rollover IRA);
Common Shares — 11,840.375 shares (Direct)
Footnotes (1)
- 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. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.50 to $9.00, 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
Rollover IRA purchase: 20,000 shares at $8.6619
Roth IRA purchase: 10,000 shares at $8.50
Total shares bought: 30,000 shares
+3 more
6 metrics
Rollover IRA purchase
20,000 shares at $8.6619
Open-market purchase on April 6, 2026
Roth IRA purchase
10,000 shares at $8.50
Open-market purchase on April 6, 2026
Total shares bought
30,000 shares
Net-buy shares in this Form 4
Indirect rollover IRA holding
20,000 shares
Total shares following transaction
Indirect Roth IRA holding
10,000 shares
Total shares following transaction
Direct holding
11,840.375 shares
Direct ownership following transaction
Key Terms
Rollover IRA, Roth IRA, weighted average price, Common Shares
4 terms
Rollover IRA financial
"direct_or_indirect: "I", nature_of_ownership: "By Rollover IRA""
Roth IRA financial
"direct_or_indirect: "I", nature_of_ownership: "By Roth IRA""
A Roth IRA is a retirement savings account you fund with money that’s already been taxed, and withdrawals taken in retirement under the account rules are tax-free. It matters to investors because it shifts the tax bill to today instead of retirement, potentially increasing after-tax income later—think of it like paying for a lifetime subscription now so you can use it without extra charges in the future—helpful for long-term tax planning and flexibility.
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.
FAQ
What insider transactions did Keller Stephen report for Compass Diversified Holdings (CODI)?
Keller Stephen reported open-market purchases totaling 30,000 Common Shares of Compass Diversified Holdings on April 6, 2026. The trades were executed through his rollover IRA and Roth IRA accounts at prices between $8.50 and $9.00 per share.