A 10% owner is aggressively accumulating SUJA at an accelerating pace, signaling strong conviction. The cross-filing amplifiers suggest this cluster is more informative than a standalone buy, but the stock's historical behavior overrides the standard bullish signal. Traders should watch for a Form 4 filing confirming the Aug 19-20 trades and monitor whether the buying continues above $7.63.
Price Chart
Executive Summary
A 10% owner (Paine Schwartz Food Chain Fund V GP, Ltd.) executed a concentrated open-market buying spree, purchasing ~$5.18M of SUJA stock over six trading days (Aug 11-18), with an additional ~$5.92M in the following two days (Aug 19-20), bringing the total cluster to ~$11.1M. This represents ~3.9% of the company's $285M market cap — a highly material insider accumulation. The buying is aggressive, escalating in both share count and price, and is not part of a 10b5-1 plan. This filing is a strong conviction buy from a major holder, but the stock's track record demands extreme caution.
Key Financial Metrics
Key Facts
- 10% owner Paine Schwartz Food Chain Fund V GP, Ltd. bought ~$11.1M of SUJA stock over 8 trading days (Aug 11-20)
- Total insider purchases represent ~3.9% of SUJA's $285M market cap — well above the 2% materiality threshold
- Buying accelerated: from $660K on Aug 11 to $1.44M on Aug 20, at steadily rising prices ($6.09 to $7.63)
- All transactions are open-market purchases (code P) — no 10b5-1 plan, no derivative exercises
Financial Impact
~$11.1M in open-market purchases by a single 10% owner over 8 days, representing ~3.9% of market cap
Risk Factors
- The stock has declined sharply despite prior insider buying, suggesting the market is pricing in fundamental deterioration
- Single-holder concentration risk: one fund accounts for all buying; if it stops, the bullish signal collapses
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0001140361-26-033922 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 3 | $9.65 $9.71 | ▲ +0.62% | ▲ +1.80% | $9.84 (+1.97%) |
Oct 20, 2026 6d ago | 3 | $9.65 $9.71 | ▲ +0.62% | ▲ +1.80% | $9.84 (+1.97%) |
Oct 20, 2026 6d ago | 8-K | $10.31 $9.65 | ▼ −6.40% | ▼ −6.93% | $9.84 (−4.56%) |
Oct 19, 2026 7d ago | Press Release | $10.31 $9.65 | ▼ −6.40% | ▼ −6.93% | $9.84 (−4.56%) |
Oct 9, 2026 17d ago | SC 13G/A | $10.73 $11.49 | ▲ +7.08% | ▲ +7.09% | $9.84 (−8.29%) |
Sep 8, 2026 6w ago | Insider Buy | $9.26 $9.18 | ▼ −0.86% | ▼ −0.26% | $9.84 (+6.26%) |
Sep 2, 2026 7w ago | Insider Buy | $10.19 $10.51 | ▲ +3.14% | ▲ +3.53% | $9.84 (−3.43%) |
Aug 28, 2026 8w ago | Insider Buy | $10.07 $10.43 | ▲ +3.58% | ▲ +4.26% | $9.84 (−2.28%) |
Aug 25, 2026 8w ago | Insider Buy | $9.44 $9.00 | ▼ −4.66% | ▼ −5.32% | $9.84 (+4.24%) |
Aug 20, 2026 9w ago | Insider Buy | $7.68 $9.05 | ▲ +17.84% | ▲ +18.13% | $9.84 (+28.13%) |
US Market Status
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