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.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Mallard Holdco, LLC | 10% Owner | 0 | Dec 27, 2024 | 0 |
| Marlee Buyer, Inc. | Other: Former 10% Owner | 0 | Dec 26, 2024 | 0 |
| Waglay Adam | Other: Former 10% owner | 0 | Dec 26, 2024 | 0 |
| Beck Dustin | Other: Former 10% owner | 0 | Dec 26, 2024 | 0 |
| Butterfly Ugp II, LLC | Other: Former 10% Owner | 0 | Dec 26, 2024 | 0 |
| Burwick David A | Director | 0 | Dec 26, 2024 | 0 |
| Lares Adriel G | Director | 0 | Dec 26, 2024 | 0 |
| Esserman Charles | Director | 0 | Dec 26, 2024 | 0 |
| Fall Jung Jennifer | See Remarks | 0 | Dec 26, 2024 | 0 |
| Gloeckler Michelle J. | Director | 0 | Dec 26, 2024 | 0 |
| Sullivan Sean B.A. | See Remarks | 0 | Dec 26, 2024 | 0 |
| Przybylinski Pete | See Remarks | 0 | Dec 26, 2024 | 0 |
| Rasmuson Zach | See Remarks | 0 | Dec 26, 2024 | 0 |
| Mahlan Deirdre | See Remarks | 0Indirect | Dec 26, 2024 | 0 |
| O'Hara James L. | Director | 0 | Dec 26, 2024 | 0 |
| Cox Melanie | Director | 31,957 | Jan 19, 2024 | 0 |
| Bartscherer Gayle | See Remarks | 80,383 | Oct 13, 2023 | 0 |
| Ryan Alex | See Remarks | 184,133 | Sep 21, 2023 | 0 |
| Beaudoin Lori | See Remarks | 77,785 | Jun 20, 2023 | 0 |
| Reber Carol | See Remarks | 41,419 | Sep 23, 2022 | 0 |
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.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2021 (view filing) | Sep 14-15 | 2 days | Ryan AlexSee Remarks | SSale | −30.0K | $22.54 | −$676.3K | −1.6%1.87M after | 3 lots |
| Sep 16, 2021 (view filing) | Sep 14 | 2 days | Sullivan Sean B.A.See Remarks | SSale | −10.0K | $22.66 | −$226.6K | −3.9%248.3K after | |
| Sep 16, 2021 (view filing) | Sep 14-15 | 2 days | Beaudoin LoriSee Remarks | SSale | −32.0K | $22.56 | −$722.0K | −3.3%951.9K after | 2 lots |
| Sep 16, 2021 (view filing) | Sep 14-15 | 2 days | Rasmuson ZachSee Remarks | SSale | −31.7K | $22.55 | −$714.0K | −4.5%670.0K after | 3 lots |
| Sep 16, 2021 (view filing) | Sep 14-15 | 2 days | Przybylinski PeteSee Remarks | SSale | −29.9K | $22.55 | −$675.2K | −4.6%626.0K after | 3 lots |
| Sep 16, 2021 (view filing) | Sep 14-15 | 2 days | Reber CarolSee Remarks | SSale | −25.0K | $22.58 | −$565.1K | −3.8%630.9K after | 2 lots |