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Insider Information:   Mahlan Deirdre
Relationship:   Director
City:   Saint Helena
State:   CA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   436,760    

Indirect Shares

  10,000      
Direct Value   $3,360    

Indirect Value

  $0      
Total Shares   446,760      
Total Value   $3,360      


Duckhorn Portfolio, Inc.
 $0 Kimberly Clark Corp
 $3,360 Duckhorn Portfolio, Inc.
 $0 Kimberly Clark Corp
 $3,360
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

      
       
     Stock price went down :
      
       
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Duckhorn Portfolio, Inc. NAPA See Remarks, Director 2024-09-27 436,735 2024-09-27 10,000    Premium*  
            Kimberly Clark Corp KMB Director 2021-11-02 25 2021-11-02 0    Premium*  
* Premium Members only  

Records found :    10         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
NAPA Duckhorn Portfolio, Inc. Director   –       •      –    2021-03-18 3 IO $0.00 $0 D/D 0 7,000 -
KMB Kimberly Clark Corp Director   •       •      –    2021-11-02 4 B $129.67 $3,242 D/D 25 25 2.31 -
NAPA Duckhorn Portfolio, Inc. Director   –       •      –    2022-01-19 4 A $0.00 $0 D/D 5,434 12,434 0 -
NAPA Duckhorn Portfolio, Inc. Director   –       •      –    2023-01-20 4 A $0.00 $0 D/D 6,748 19,182 0 -
NAPA Duckhorn Portfolio, Inc. See Remarks   •       •      –    2023-09-27 4 A $0.00 $0 D/D 115,089 134,271 0 -
NAPA Duckhorn Portfolio, Inc. See Remarks   •       •      –    2023-10-04 4 B $9.95 $49,750 I/I 5,000 5,000 2.66 -
NAPA Duckhorn Portfolio, Inc. See Remarks   •       •      –    2023-12-11 4 B $8.99 $44,943 I/I 5,000 10,000 2.66 -
NAPA Duckhorn Portfolio, Inc. See Remarks   •       •      –    2024-03-28 4 S $9.23 $273,932 D/D (29,681) 104,590 0 -
NAPA Duckhorn Portfolio, Inc. See Remarks   •       •      –    2024-04-30 4 A $0.00 $0 D/D 354,191 458,781 0 -
NAPA Duckhorn Portfolio, Inc. See Remarks   •       •      –    2024-09-27 4 D $5.89 $129,851 D/D (22,046) 436,735 0 -

  10  Records found
  1     
  Page 1 of 1  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed