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Duckhorn Portfolio, Inc. (NAPA) |
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$0.00 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
115,050,000 |
| Market
Cap: |
N/A |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$ - $ |
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| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
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Member Indexes:
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Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
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| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile The Duckhorn Portfolio is a producer of wines in North America. Co. sells its wines in various states and various countries at various suggested retail prices per bottle under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing and Postmark. Co. sells its wines in its wholesale channel, to distributors and directly to retail accounts in California, and to consumers in its sales and distribution (DTC) channel. In addition, Co.'s DTC channel utilizes Co.'s multi-winery e-commerce website, and it features Co.'s subscription wine clubs and tasting rooms.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
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A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
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| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
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Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
5,000 |
10,000 |
10,000 |
| Total Buy Value |
$0 |
$44,943 |
$94,693 |
$94,693 |
| Total People Bought |
0 |
1 |
1 |
1 |
| Total Buy Transactions |
0 |
1 |
2 |
2 |
| Total Shares Sold |
54,681 |
177,681 |
177,681 |
11,431,862 |
| Total Sell Value |
$498,682 |
$1,718,116 |
$1,718,116 |
$194,348,665 |
| Total People Sold |
2 |
4 |
4 |
7 |
| Total Sell Transactions |
2 |
8 |
8 |
22 |
| End Date |
2024-03-03 |
2023-12-01 |
2023-06-02 |
2022-06-02 |
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| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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| 3m +/- |
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Form |
  Rasmuson Zach |
See Remarks |
• – – |
2023-03-09 |
4 |
AS |
$16.54 |
$385,962 |
I/I |
(23,339) |
400,758 |
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| Mahlan Deirdre |
Director |
– • – |
2023-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
6,748 |
19,182 |
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| Gloeckler Michelle J. |
Director |
– • – |
2023-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
6,748 |
16,599 |
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- |
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| Cox Melanie |
Director |
– • – |
2023-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
6,748 |
19,182 |
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- |
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| Lares Adriel G |
Director |
– • – |
2023-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
6,748 |
12,779 |
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| Sullivan Sean B.a. |
See Remarks |
• – – |
2022-12-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,100 |
185,651 |
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| Rasmuson Zach |
See Remarks |
• – – |
2022-12-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
10,800 |
424,097 |
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- |
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| Ryan Alex |
See Remarks |
• • – |
2022-12-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
21,406 |
1,547,495 |
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| Rasmuson Zach |
See Remarks |
• – – |
2022-11-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
12,212 |
67,512 |
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- |
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| Przybylinski Pete |
See Remarks |
• – – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
25,987 |
67,525 |
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- |
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| Bartscherer Gayle |
See Remarks |
• – – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
25,987 |
42,665 |
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- |
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| Rasmuson Zach |
See Remarks |
• – – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
25,987 |
79,724 |
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- |
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| Ryan Alex |
See Remarks |
• • – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
91,912 |
200,983 |
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- |
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| Sullivan Sean B.a. |
See Remarks |
• – – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
25,987 |
186,751 |
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- |
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| Beaudoin Lori |
See Remarks |
• – – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
31,185 |
85,552 |
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| Ohara James L. |
Director |
– • – |
2022-07-11 |
4 |
A |
$0.00 |
$0 |
D/D |
144,527 |
144,527 |
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| Mallard Holdco, Llc |
10% Owner |
– – • |
2022-07-11 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,003,040) |
68,147,261 |
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| Mallard Holdco, Llc |
10% Owner |
– – • |
2022-07-11 |
4 |
S |
$19.25 |
$96,250,000 |
D/D |
(5,000,000) |
69,150,301 |
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| Rasmuson Zach |
See Remarks |
• – – |
2022-07-01 |
4 |
AS |
$20.18 |
$504,548 |
I/I |
(25,000) |
422,685 |
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| Beaudoin Lori |
See Remarks |
• – – |
2022-06-03 |
4 |
AS |
$22.05 |
$108,051 |
I/I |
(4,900) |
844,695 |
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| Ryan Alex |
See Remarks |
• • – |
2022-06-03 |
4 |
AS |
$21.85 |
$567,542 |
I/I |
(25,942) |
1,568,901 |
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| Przybylinski Pete |
See Remarks |
• – – |
2022-05-17 |
4 |
AS |
$20.04 |
$318,681 |
I/I |
(15,899) |
438,533 |
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| Sullivan Sean B.a. |
See Remarks |
• – – |
2022-05-16 |
4 |
AS |
$20.03 |
$33,898 |
D/D |
(1,692) |
164,963 |
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| Przybylinski Pete |
See Remarks |
• – – |
2022-05-16 |
4 |
AS |
$20.02 |
$118,418 |
I/I |
(5,914) |
454,432 |
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| Przybylinski Pete |
See Remarks |
• – – |
2022-05-13 |
4 |
AS |
$20.10 |
$315,210 |
I/I |
(15,682) |
460,346 |
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80 Records found
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Page 3 of 4 |
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Acquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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