XBP Global insider buys 72K shares at $2.83
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
Rhea-AI Filing Summary
XBP Global Holdings, Inc. (XBP) had a Form 4 filed reporting that Avenue Global Opportunities Master Fund LP purchased 72,394 shares of Common Stock on September 15, 2026 in a private placement at $2.83 per share under a Securities Purchase Agreement with the company.
After this transaction, the fund reported 218,484 shares held indirectly. Avenue Capital Management II, L.P. has sole voting and dispositive power over these shares, while Marc Lasry and certain related entities disclaim beneficial ownership except for any pecuniary interest. No Rule 10b5-1 trading plan is reported.
Insider Trade Summary
Net Buyer: 72,394 shares
Net Buy
1 txn
Insider
Avenue Global Opportunities Master Fund LP, Avenue Capital Management II, L.P., Avenue Global Opportunities GenPar Holdings Ltd, Avenue Global Opportunities GenPar, LLC, LASRY MARC
Role
10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner
Bought
72,394 shs ($205K)
Increase in Position
49.6%
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock F1, F2, F3 | 72,394 | $2.83 | $205K |
Holdings After Transaction:
Common Stock — 218,484 shares (Indirect, See footnotes)
Holdings Before and After:
Common Stock, 146,090 to 218,484 shares (Indirect, See footnotes)
Other Insiders: 3 other insiders reported open-market purchases of this stock in the 30 days up to this filing.
Footnotes (3)
- F1. On September 15, 2026, each of Avenue RP Opportunities Fund, L.P., Avenue Global Dislocation Opportunities Fund, L.P., and Avenue Global Opportunities Master Fund LP (collectively, the "Avenue Funds") acquired shares of Common Stock in a private placement by the Issuer pursuant to the terms of a Securities Purchase Agreement, dated as of September 11, 2026, by and between the Issuer and the applicable Avenue Fund, at a purchase price of $2.83 per share.
- F2. Held directly by Avenue Global Opportunities Master Fund LP ("Global Opportunities Fund"). Avenue Global Opportunities GenPar Holdings Ltd ("Global Opportunities GP") is the general partner of Global Opportunities Fund. Avenue Global Opportunities GenPar, LLC ("Opportunities GenPar") is the sole shareholder of Global Opportunities GP. Capital Management II is a registered investment adviser and is the manager of Global Opportunities Fund. Global Opportunities GP has delegated all management authority over securities held by Global Opportunities Fund to Capital Management II and therefore, Capital Management II has sole voting and dispositive power over all securities of Issuer held by Global Opportunities Fund, but disclaims beneficial ownership thereof except to the extent of its pecuniary interest, if any, therein. Global Opportunities GP and Opportunities GenPar disclaim beneficial ownership of securities except to the extent of their pecuniary interest, if any, therein.
- F3. Marc Lasry is the managing member of Opportunities GenPar, and a founder of Avenue Capital Group, a global investment firm. Mr. Lasry does not have voting or dispositive power over securities held by the Funds and disclaims beneficial ownership of securities held by the Funds, except to the extent of his pecuniary interest, if any, therein.
Key Figures
Shares purchased: 72,394 shares
Purchase price per share: $2.83 per share
Shares held after transaction: 218,484 shares
+1 more
4 metrics
Shares purchased
72,394 shares
Common Stock acquired on September 15, 2026 by Avenue Global Opportunities Master Fund LP
Purchase price per share
$2.83 per share
Private placement purchase price under the Securities Purchase Agreement
Shares held after transaction
218,484 shares
Indirect holdings of Avenue Global Opportunities Master Fund LP after the September 15, 2026 purchase
Net shares bought
72,394 shares
Net buy volume across all reported transactions in this Form 4
Key Terms
private placement, Securities Purchase Agreement, dispositive power, beneficial ownership, +1 more
5 terms
private placement financial
"acquired shares of Common Stock in a private placement by the Issuer"
A private placement is a sale of securities directly to a selected group of investors, typically institutions or accredited investors, instead of through a public offering. It lets a company raise money faster and with fewer regulatory steps; for existing shareholders it matters because the newly issued shares, often sold at a discount, increase the share count and can dilute their ownership.
Securities Purchase Agreement financial
"pursuant to the terms of a Securities Purchase Agreement, dated as of"
A securities purchase agreement is a written contract between a buyer and a seller outlining the terms for buying or selling financial assets such as stocks or bonds. It specifies details like the price, quantity, and conditions of the transaction, similar to a shopping list with agreed-upon terms. For investors, it provides clarity and legal protection when transferring ownership of these financial instruments.
dispositive power financial
"has sole voting and dispositive power over all securities of Issuer held"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
beneficial ownership financial
"disclaims beneficial ownership thereof except to the extent of its pecuniary"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"except to the extent of its pecuniary interest, if any, therein"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction in XBP was reported in this Form 4?
The Form 4 reports that Avenue Global Opportunities Master Fund LP purchased 72,394 shares of XBP Common Stock on September 15, 2026 in a private placement at $2.83 per share pursuant to a Securities Purchase Agreement with XBP.
Was the XBP insider purchase made under a Rule 10b5-1 trading plan?
No. The filing indicates the Rule 10b5-1 checkbox is not marked, so no Rule 10b5-1 trading plan is reported in connection with this XBP transaction.
AI-generated analysis. How Rhea-AI works. Not financial advice.
