Westrock Coffee Company’s SEC filings document an operating beverage-supply business with Nasdaq-listed common stock under WEST. Recent Form 8-K reports furnish quarterly and annual results, including segment disclosures for Beverage Solutions and Sustainable Sourcing & Traceability, production updates tied to the Conway facility, outlook commentary and financial-condition exhibits.
The filing record also covers governance and capital-structure matters. Definitive proxy materials describe annual meeting procedures, board composition, committee assignments and stockholder voting items, while material-event reports disclose director changes, convertible senior notes due 2031, credit agreement amendments and registered common stock information.
Westrock Coffee Company sold and issued $30 million aggregate principal amount of 5.00% unsecured convertible senior notes due 2031 in a private placement. The initial conversion price is $5.25 (about 190.48 shares per $1,000), equating to roughly 5.7 million shares at the initial price, with a cap that the Company may not issue more than 19.99% of shares outstanding immediately prior to issuance upon conversion. Conversions are permitted only after specified dates and price tests, and the Company may settle in cash, stock, or a combination.
Purchasers included entities affiliated with significant holders and a director’s trust. Separately, a credit agreement amendment extended covenant relief mechanics, permitting the issuance of convertible notes and resetting tests: secured net leverage up to 5.50x for the period ending Dec 31, 2025, tapering to 4.00x by Dec 31, 2026, and lowering interest coverage thresholds to 1.50x, 1.75x, then 2.00x. The Company also furnished its Q3 2025 earnings press release.
Thomas Christopher Pledger, Chief Financial Officer and officer of Westrock Coffee Co (ticker: WEST), reported a transaction on Form 4 showing that 17,438 shares of common stock were disposed on 08/29/2025 at a price of $5.41 per share. After the transaction the reporting person beneficially owned 398,718 shares directly. The filing states the 17,438 shares were withheld by the issuer to satisfy the reporting person’s tax obligations when restricted stock units vested on August 29, 2025. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Pledger on 09/03/2025.
Joe T. Ford, a director of Westrock Coffee Co. (WEST), reported a purchase of 5,000 shares of the issuer's common stock on 09/02/2025 at a price of $5.30 per share. Following the reported purchase, Mr. Ford beneficially owns 413,916 shares directly and holds additional indirect interests through multiple trusts and an LLC: 38,300 shares by a trust, 253,000 shares by a trust, 3,281,976 shares held by Wooster Capital, LLC, 110,000 shares by a trust, and 183,000 shares by a trust. The filing states Mr. Ford is trustee for several trusts and may exercise voting and investment control over Wooster Capital, LLC, but he disclaims beneficial ownership to the extent he has no pecuniary interest in those holdings.
Robert P. McKinney, Chief Legal Officer of Westrock Coffee Co (WEST), reported a routine share disposition on 08/29/2025 when 1,859 shares of common stock were withheld by the issuer to satisfy tax obligations tied to the vesting of restricted stock units. The shares were withheld at an indicated price of $5.41 per share. After the withholding, the reporting person beneficially owned 57,833 shares, held directly. The Form 4 is signed by Mr. McKinney on 09/03/2025 and lists the transaction code F, which denotes a disposition to cover tax withholding upon vesting.
Westrock Coffee Co. (WEST) Form 4: Chief Accounting Officer Blake Schuhmacher reported a non-derivative disposition of 2,743 shares of common stock on 08/29/2025 at a price of $5.41 per share. The filing states these shares were withheld by the issuer to satisfy the reporting persons tax obligations arising when restricted stock units vested on that date. After the withholding, Schuhmacher beneficially owned 60,109 shares. The form is signed by an attorney-in-fact on 09/03/2025.
William A. Ford, Chief Operating Officer of Westrock Coffee Co. (WEST), reported a Form 4 disclosing routine equity activity tied to vested restricted stock units. On 08/29/2025, 13,192 shares of Common Stock were disposed of (withheld) at an effective price of $5.41 to satisfy tax obligations when his RSUs vested. After the withholding, Mr. Ford beneficially owned 438,683 shares directly. The filing also reports 5,000 and 7,200 shares held by immediate family members and 4,200 shares held in a family trust for his children, over which he disclaims beneficial ownership where he lacks pecuniary interest. The Form 4 was signed by an attorney-in-fact on 09/03/2025.
Kyle Newkirk, Chief Commercial Officer of Westrock Coffee Co. (WEST), reported a routine Form 4 disclosure showing share withholding related to vested restricted stock units. On 08/29/2025 the reporting person had 4,757 shares withheld at an effective price of $5.41 to satisfy tax withholding arising when restricted stock units vested. After the withholding the reporting person beneficially owns 162,009 shares of Westrock Coffee common stock. The form was signed by an attorney-in-fact on behalf of Mr. Newkirk on 09/03/2025.
Scott T. Ford, Chief Executive Officer, Director and 10% owner of Westrock Coffee Co (WEST), reported a transaction on Form 4. On 08/29/2025, 23,880 shares of the issuer's common stock were disposed of at a price of $5.41 per share because the company withheld those shares to satisfy Mr. Ford's tax obligations when restricted stock units vested.
After the withholding, Mr. Ford directly beneficially owns 356,401 shares and is deemed to have indirect voting and investment power over 23,163,104 shares held of record by Westrock Group, LLC through related entities. The Form 4 was signed by an attorney-in-fact on 09/03/2025.
Samuel Ford, Chief Trade & Risk Officer of Westrock Coffee Co (WEST), reported a transaction on 08/29/2025 in which 5,160 shares of common stock were withheld by the issuer at a price of $5.41 per share to satisfy tax obligations arising when his restricted stock units vested. After this withholding, the reporting person beneficially owned 190,690 shares. The Form 4 was signed on behalf of Mr. Ford by an attorney-in-fact, Robert P. McKinney, on 09/03/2025. The filing indicates the change was a routine withholding to cover taxes on vested RSUs.
Schedule 13G/A (Amendment No. 2) reports that James E. Sowell, together with Sowell Westrock, LP (SWL) and its general partner Sowell Westrock GP, LLC (SWG), beneficially owns 6,168,066 WEST shares, equal to 6.5 % of Westrock Coffee Company’s outstanding common stock (94,641,176 shares as of 2 May 2025). The stake is held directly by SWL; SWG has voting and investment control, and Sowell controls SWG as sole member-manager, giving each reporting person sole voting and dispositive power over the entire position.
The filing, triggered by an ownership status date of 30 Jun 2025 and signed 7 Aug 2025, is made under Rule 13d-1(c) as a passive investor disclosure. No joint filings, shared power, or exclusion of shares are indicated, and the reporting persons are not registered broker-dealers or investment advisers.
Key takeaway: a single private investor group now controls more than five percent of WEST, which may enhance shareholder influence but does not on its own imply intent to seek control or alter strategy.