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Duckhorn Portfolio, Inc.

NAPADelisted Dec 26, 2024
Industry
Beverages
SEC CIK
0001835256

Duckhorn Portfolio, Inc. was delisted on Dec 26, 2024; its insiders filed their last Form 4 on Dec 27, 2024; 161 institutions reported holding it in 13F filings for Q3 2024, worth $642.9M in total; no superinvestor held it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Duckhorn Portfolio, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
0 filings
Insiders trading
0
Net value
$0
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Duckhorn Portfolio, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Duckhorn Portfolio, Inc.
NameTitleLast reported holdingLast filingFilings, past year
Mallard Holdco, LLC10% Owner0Dec 27, 20240
Marlee Buyer, Inc.Other: Former 10% Owner0Dec 26, 20240
Waglay AdamOther: Former 10% owner0Dec 26, 20240
Beck DustinOther: Former 10% owner0Dec 26, 20240
Butterfly Ugp II, LLCOther: Former 10% Owner0Dec 26, 20240
Burwick David ADirector0Dec 26, 20240
Lares Adriel GDirector0Dec 26, 20240
Esserman CharlesDirector0Dec 26, 20240
Fall Jung JenniferSee Remarks0Dec 26, 20240
Gloeckler Michelle J.Director0Dec 26, 20240
Sullivan Sean B.A.See Remarks0Dec 26, 20240
Przybylinski PeteSee Remarks0Dec 26, 20240
Rasmuson ZachSee Remarks0Dec 26, 20240
Mahlan DeirdreSee Remarks0IndirectDec 26, 20240
O'Hara James L.Director0Dec 26, 20240
Cox MelanieDirector31,957Jan 19, 20240
Bartscherer GayleSee Remarks80,383Oct 13, 20230
Ryan AlexSee Remarks184,133Sep 21, 20230
Beaudoin LoriSee Remarks77,785Jun 20, 20230
Reber CarolSee Remarks41,419Sep 23, 20220

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Apr 10, 2024 (view filing)Apr 91 daySullivan Sean B.A.See RemarksSSale−25.0K$8.99−$224.8K−16.6%125.3K after
Mar 29, 2024 (view filing)Mar 281 dayMahlan DeirdreSee RemarksSSale−29.7K$9.23−$274.0K−22.1%104.6K after
Jan 16, 2024 (view filing)Jan 12-164 daysSullivan Sean B.A.See RemarksSSale−15.0K$9.26−$138.9K−8.8%154.8K after2 lots
Jan 10, 2024 (view filing)Jan 82 daysRasmuson ZachSee RemarksSSale−8.00K$10.00−$80.0K−2.2%361.1K after10b5-1
Jan 10, 2024 (view filing)Jan 8-102 daysPrzybylinski PeteSee RemarksSSale−100.0K$10.01−$1.00M−25.7%288.5K after3 lots10b5-1
Dec 11, 2023 (view filing)Dec 11Same dayMahlan DeirdreSee RemarksPPurchase+5.00K$8.99+$45.0K+100.0%10.0K after
Oct 5, 2023 (view filing)Oct 41 dayMahlan DeirdreSee RemarksPPurchase+5.00K$9.95+$49.8KNew position5.00K after
Apr 10, 2023 (view filing)Apr 64 daysMallard Holdco, LLC10% OwnerSSale−6.00M$15.35−$92.1M−8.8%62.1M afterFrom original
Mar 20, 2023 (view filing)Mar 16-174 daysRasmuson ZachSee RemarksSSale−25.0K$15.55−$388.6K−6.2%375.8K after2 lots
Mar 20, 2023 (view filing)Mar 16-174 daysPrzybylinski PeteSee RemarksSSale−50.0K$15.51−$775.4K−11.4%388.5K after2 lots
Mar 20, 2023 (view filing)Mar 16-174 daysSullivan Sean B.A.See RemarksSSale−50.0K$15.51−$775.4K−26.9%135.7K after2 lots
Mar 20, 2023 (view filing)Mar 16-174 daysBeaudoin LoriSee RemarksSSale−50.0K$15.51−$775.4K−5.9%794.7K after2 lots
Mar 13, 2023 (view filing)Mar 94 daysRasmuson ZachSee RemarksSSale−23.3K$16.54−$386.0K−5.5%400.8K after
Jul 13, 2022 (view filing)Jul 112 daysMallard Holdco, LLC10% OwnerSSale−5.00M$19.25−$96.3M−6.7%69.2M after
Jul 5, 2022 (view filing)Jul 14 daysRasmuson ZachSee RemarksSSale−25.0K$20.18−$504.5K−5.6%422.7K after
Jun 6, 2022 (view filing)Jun 33 daysRyan AlexSee RemarksSSale−25.9K$21.87−$567.5K−1.6%1.57M after2 lots
Jun 6, 2022 (view filing)Jun 33 daysBeaudoin LoriSee RemarksSSale−4.90K$22.05−$108.0K−0.6%844.7K after
May 17, 2022 (view filing)May 16-171 dayPrzybylinski PeteSee RemarksSSale−21.8K$20.03−$437.0K−4.7%438.5K after2 lots
May 17, 2022 (view filing)May 161 daySullivan Sean B.A.See RemarksSSale−1.69K$20.03−$33.9K−1.0%165.0K after
May 13, 2022 (view filing)May 11-132 daysPrzybylinski PeteSee RemarksSSale−18.0K$20.09−$361.2K−3.8%460.3K after2 lots
May 13, 2022 (view filing)May 11-132 daysSullivan Sean B.A.See RemarksSSale−18.2K$20.09−$364.8K−9.8%166.7K after2 lots
May 9, 2022 (view filing)May 63 daysPrzybylinski PeteSee RemarksSSale−100$20.00−$2.00K0.0%478.3K after
May 9, 2022 (view filing)May 63 daysSullivan Sean B.A.See RemarksSSale−100$20.00−$2.00K−0.1%184.8K after
May 6, 2022 (view filing)May 42 daysRasmuson ZachSee RemarksSSale−12.5K$20.10−$251.3K−2.7%447.7K after
May 6, 2022 (view filing)May 4-52 daysPrzybylinski PeteSee RemarksSSale−20.1K$20.10−$404.2K−4.0%478.4K after2 lots
May 6, 2022 (view filing)May 4-52 daysSullivan Sean B.A.See RemarksSSale−20.0K$20.10−$403.0K−9.8%184.9K after2 lots
Apr 5, 2022 (view filing)Apr 14 daysRasmuson ZachSee RemarksSSale−12.5K$18.33−$229.1K−2.6%460.2K after
Dec 15, 2021 (view filing)Dec 14-151 dayRasmuson ZachSee RemarksSSale−12.1K$22.10−$267.7K−2.1%555.6K after2 lots
Nov 16, 2021 (view filing)Nov 151 daySullivan Sean B.A.See RemarksSSale−5.00K$19.89−$99.5K−2.3%208.3K after
Nov 12, 2021 (view filing)Nov 12Same dayMallard Holdco, LLC10% OwnerSSale−626.5K$19.63−$12.3M−0.8%74.2M after
Oct 21, 2021 (view filing)Oct 192 daysMallard Holdco, LLC10% OwnerSSale−11.5M$19.63−$225.7M−13.3%74.9M after
Oct 19, 2021 (view filing)Oct 18-191 daySullivan Sean B.A.See RemarksSSale−30.0K$19.67−$590.0K−12.3%213.3K after2 lots
Oct 19, 2021 (view filing)Oct 19Same dayPrzybylinski PeteSee RemarksSSale−85.0K$19.63−$1.67M−14.3%509.9K after
Oct 19, 2021 (view filing)Oct 19Same dayBeaudoin LoriSee RemarksSSale−72.0K$19.63−$1.41M−7.8%849.6K after
Oct 19, 2021 (view filing)Oct 19Same dayRyan AlexSee RemarksSSale−151.0K$19.63−$2.96M−8.3%1.67M after
Oct 19, 2021 (view filing)Oct 19Same dayRasmuson ZachSee RemarksSSale−85.0K$19.63−$1.67M−13.0%567.8K after
Oct 19, 2021 (view filing)Oct 19Same dayReber CarolSee RemarksSSale−85.0K$19.63−$1.67M−13.8%531.6K after
Oct 6, 2021 (view filing)Oct 51 dayReber CarolSee RemarksSSale−14.3K$24.25−$347.7K−2.3%616.6K after2 lots
Oct 6, 2021 (view filing)Oct 51 dayRasmuson ZachSee RemarksSSale−100$25.02−$2.50K0.0%652.8K after
Oct 6, 2021 (view filing)Oct 51 dayRyan AlexSee RemarksSSale−200$25.24−$5.05K0.0%1.82M after
Oct 6, 2021 (view filing)Oct 51 daySullivan Sean B.A.See RemarksSSale−5.00K$24.23−$121.2K−2.0%243.3K after
Oct 6, 2021 (view filing)Oct 51 dayBeaudoin LoriSee RemarksSSale−14.3K$24.26−$348.0K−1.5%921.6K after2 lots
Sep 30, 2021 (view filing)Sep 29-301 dayRyan AlexSee RemarksSSale−21.2K$23.14−$491.5K−1.2%1.82M after2 lots
Sep 30, 2021 (view filing)Sep 29-301 dayBeaudoin LoriSee RemarksSSale−16.0K$23.08−$369.4K−1.7%935.9K after2 lots
Sep 28, 2021 (view filing)Sep 27-281 dayRasmuson ZachSee RemarksSSale−11.8K$22.55−$266.2K−1.8%652.9K after2 lots
Sep 27, 2021 (view filing)Sep 234 daysRyan AlexSee RemarksSSale−14.7K$22.27−$327.7K−0.8%1.84M after
Sep 27, 2021 (view filing)Sep 234 daysRasmuson ZachSee RemarksSSale−5.25K$22.57−$118.4K−0.8%664.7K after
Sep 17, 2021 (view filing)Sep 161 dayPrzybylinski PeteSee RemarksSSale−31.1K$22.00−$684.5K−5.0%594.9K after
Sep 17, 2021 (view filing)Sep 161 dayRyan AlexSee RemarksSSale−19.0K$22.09−$419.9K−1.0%1.85M after
Sep 17, 2021 (view filing)Sep 161 dayRasmuson ZachSee RemarksSSale−135$22.60−$3.05K0.0%669.9K after