Welcome to our dedicated page for WESTROCK COFFEE CO SEC filings (Ticker: WEST), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Westrock Coffee Company (WEST) SEC filings page provides access to the company’s official regulatory disclosures filed with the U.S. Securities and Exchange Commission. These documents include annual reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K, and other filings that describe Westrock Coffee’s financial condition, capital structure, risk factors, and material corporate events.
Westrock Coffee is an integrated coffee, tea, flavors, extracts, and ingredients solutions provider listed on The Nasdaq Stock Market LLC under the symbol WEST. Its filings detail the performance of its Beverage Solutions and Sustainable Sourcing & Traceability (SS&T) segments, the use of non-GAAP measures such as Consolidated Adjusted EBITDA and Segment Adjusted EBITDA, and the company’s leverage metrics under its credit agreements.
Recent Form 8-K filings describe material events such as the private placement of 5.00% convertible senior unsecured notes due 2031, including their key terms and conversion features, and amendments to the Beverage Solutions credit agreement that modify secured net leverage and interest coverage ratio covenants. Other 8-Ks furnish earnings press releases for specific quarters, summarizing net sales, gross profit, net loss, and segment performance.
On this page, AI-powered tools can help interpret lengthy filings by highlighting key sections on capital structure, debt covenants, segment results, and risk disclosures. Users can quickly locate information on quarterly and annual results, covenant changes, and financing transactions, as well as track how Westrock Coffee’s management describes its strategy, manufacturing investments in Arkansas, and exposure to factors such as green coffee prices and supply chain conditions.
Westrock Coffee Company is asking stockholders to vote at its fully virtual 2026 Annual Meeting on June 5, 2026 at 8 a.m. Central. Holders of common stock and Series A Convertible Preferred Stock as of April 6, 2026 may vote.
Stockholders will elect four Class I directors — Joe T. Ford, Mark A. Edmunds, Kenneth M. Parent and Oluwatoyin Umesiri — to serve until the 2027 meeting, and consider ratifying PricewaterhouseCoopers LLP as independent registered public accountant for 2026.
The board highlights separated Chair and CEO roles, an independent Lead Director, 8 of 10 directors classified as independent, committee independence, and a planned phase-out of the classified board by 2028. Westrock notes consecutive quarters of record performance in 2025, driven by higher customer volumes, cost discipline and expanded production at its Conway, Arkansas facilities, and emphasizes pay-for-performance incentives for executives.
Westrock Coffee Co director Jeffrey H. Fox is linked to an indirect purchase of the company’s convertible debt through a trust. The trust bought $1,500,000 principal amount of 5% Convertible Senior Notes due 2031 in an open-market or private transaction.
The notes are initially convertible at a price of $5.25 per share, equal to 190.48 shares of common stock per $1,000 principal, with conversion permitted only under specified stock price and timing conditions. Conversions may be settled in cash, stock, or a combination, and the company is limited to issuing no more than 19.99% of its previously outstanding common stock upon conversion of these notes. Fox disclaims beneficial ownership of securities held by the trust where he has no pecuniary interest.
Westrock Coffee Co director Tabor A. Wellford reports beneficial ownership of 79,000 shares of common stock in direct holdings. The disclosure also outlines terms for the company’s 5% convertible notes due 2029 and 5% convertible senior notes due 2031, including conversion windows and pricing mechanics.
The 2029 notes initially convert at a price of $12.84, or 77.88 common shares per $1,000 principal. The 2031 notes initially convert at $5.25, or 190.48 shares per $1,000, with conversions generally permitted only after specific dates or price triggers and subject to a 19.99% issuance cap relative to pre‑issuance common shares.
Westrock Coffee Company appointed A. Wellford Tabor to its Board of Directors, effective immediately, and named him to the Audit & Finance Committee. He fills a Class II seat with a term running until the 2027 annual stockholders’ meeting, succeeding a retiring director.
The Board also reduced its size by one seat to remove a separate vacancy created by another director’s retirement. Tabor was designated by the RVAC Majority under an existing Investor Rights Agreement, which allows that group to name RVAC Directors while it collectively owns at least 10% of the company’s stock.
Tabor is Head of Direct Investments and a Managing Director of HF Capital, LLC, which manages HF Direct Investments Pool, LLC, a holder of more than 10% of Westrock’s common stock. He personally holds $2.0 million of 5.00% convertible senior notes due 2029 and $2.0 million of 5.00% convertible senior notes due 2031, and his brother holds $0.5 million of the 2029 notes. As a non-employee director, Tabor will be compensated under Westrock’s standard non-employee director program and has entered into a customary indemnification agreement.
Westrock Coffee Co chief accounting officer Blake Schuhmacher reported a routine tax-related share disposition. On March 17, 2026, the company withheld 4,669 shares of common stock at $4.54 per share to cover his tax obligations when his restricted stock units vested. After this non-market transaction, Schuhmacher directly holds 55,188 shares of Westrock Coffee common stock.
Westrock Coffee Co chief legal officer Robert P. McKinney reported a routine share disposition related to taxes. On March 17, 2026, 3,187 shares of common stock were withheld by the company at $4.54 per share to satisfy his tax obligations when restricted stock units vested.
After this tax-withholding transaction, McKinney directly owned 55,488 shares of Westrock Coffee common stock. This was not an open-market sale but a standard mechanism for paying taxes on equity compensation.
Westrock Coffee Co’s chief financial officer, Thomas Christopher Pledger, reported a routine tax-related share disposition. On the vesting of his restricted stock units on March 17, 2026, the company withheld 17,743 shares of common stock at $4.54 per share to cover his tax obligations.
These shares were not sold on the open market but retained by the issuer to satisfy taxes. After this withholding, Pledger directly holds 381,721 shares of Westrock Coffee Co common stock, indicating he continues to maintain a substantial equity position in the company.
Westrock Coffee Co chief operating officer William A. Ford reported a routine tax-related share disposition. On March 17, 2026, the company withheld 13,959 shares of common stock at $4.54 per share to cover his tax obligations when restricted stock units vested. This was not an open-market sale. After this withholding, Ford directly holds 440,349 shares of common stock. The filing also lists indirect holdings through family trusts, including 17,150, 11,636 and 3,925 shares, with a footnote stating he disclaims beneficial ownership of trust shares in which he has no pecuniary interest.
Westrock Coffee Co chief commercial officer Kyle Newkirk reported a tax-related share withholding on common stock. On March 17, 2026, the issuer withheld 6,360 shares at $4.54 per share to satisfy tax obligations from vested restricted stock units. Following this transaction, Newkirk directly held 150,786 shares of common stock.