| |
| |
|
| Insider
Information: |
Sullivan Sean B.a. |
| Relationship: |
Director |
| City: |
Saint Helena |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
126,938 |
|
|
Indirect Shares
|
483 |
|
|
| Direct
Value |
$62,239 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
127,421 |
|
|
| Total
Value |
$62,239 |
|
|
|
|
|
|
|
|
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 |
2024-04-09 |
125,326 |
2024-04-09 |
483 |
Premium* |
|
|
Dutch Bros Inc. |
BROS |
Director |
2024-05-14 |
1,612 |
2024-05-14 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| BROS |
Dutch Bros Inc. |
Director |
– • – |
2024-05-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,612 |
1,612 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2024-04-09 |
4 |
S |
$8.99 |
$224,750 |
D/D |
(25,000) |
125,326 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2024-03-17 |
4 |
D |
$9.05 |
$40,463 |
D/D |
(4,471) |
150,326 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2024-01-16 |
4 |
S |
$9.13 |
$88,583 |
D/D |
(9,700) |
154,797 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2024-01-12 |
4 |
S |
$9.50 |
$50,351 |
D/D |
(5,300) |
164,497 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2023-12-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,000 |
169,797 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2023-10-11 |
4 |
A |
$0.00 |
$0 |
D/D |
41,666 |
170,797 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2023-09-19 |
4 |
D |
$12.11 |
$27,211 |
D/D |
(2,247) |
129,131 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2023-03-17 |
4 |
D |
$15.43 |
$65,932 |
D/D |
(4,273) |
131,378 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2023-03-17 |
4 |
S |
$15.46 |
$403,105 |
D/D |
(26,081) |
135,651 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2023-03-16 |
4 |
S |
$15.56 |
$372,172 |
D/D |
(23,919) |
161,732 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2022-12-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,100 |
185,651 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
25,987 |
186,751 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2022-05-16 |
4 |
AS |
$20.03 |
$33,898 |
D/D |
(1,692) |
164,963 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2022-05-13 |
4 |
AS |
$20.10 |
$316,826 |
D/D |
(15,761) |
166,655 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2022-05-11 |
4 |
AS |
$20.01 |
$48,012 |
D/D |
(2,400) |
182,416 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2022-05-06 |
4 |
AS |
$20.00 |
$2,000 |
D/D |
(100) |
184,816 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2022-03-17 |
4 |
D |
$17.74 |
$74,490 |
D/D |
(4,199) |
160,764 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2021-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,300 |
204,963 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2021-10-19 |
4 |
AS |
$19.63 |
$490,720 |
D/D |
(25,000) |
213,263 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2021-10-18 |
4 |
AS |
$19.85 |
$99,251 |
D/D |
(5,000) |
238,263 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2021-10-05 |
4 |
AS |
$24.23 |
$121,167 |
D/D |
(5,000) |
243,263 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2021-09-14 |
4 |
AS |
$22.66 |
$226,616 |
D/D |
(10,000) |
248,263 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See Remarks |
• – – |
2021-06-18 |
4 |
A |
$0.00 |
$0 |
D/D |
10,166 |
258,263 |
0 |
- |
|
| NAPA |
Duckhorn Portfolio, Inc. |
See RemarksOfficer |
• – – |
2021-03-18 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
248,097 |
|
- |
|
25 Records found
|
1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
|
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| |
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 |
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