| |
| |
|
| Insider
Information: |
Mahlan Deirdre |
| Relationship: |
Director |
| City: |
Saint Helena |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
104,615 |
|
|
Indirect Shares
|
10,000 |
|
|
| Direct
Value |
$3,381 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
114,615 |
|
|
| Total
Value |
$3,381 |
|
|
|
|
|
|
|
|
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 |
2024-03-28 |
104,590 |
2024-03-28 |
10,000 |
Premium* |
|
|
Kimberly Clark Corp |
KMB |
Director |
2021-11-02 |
25 |
2021-11-02 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
8 |
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 |
| 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 |
• • – |
2023-12-11 |
4 |
B |
$8.99 |
$44,943 |
I/I |
5,000 |
10,000 |
2.66 |
- |
|
| 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 |
• • – |
2023-09-27 |
4 |
A |
$0.00 |
$0 |
D/D |
115,089 |
134,271 |
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. |
Director |
– • – |
2022-01-19 |
4 |
A |
$0.00 |
$0 |
D/D |
5,434 |
12,434 |
0 |
- |
|
| 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 |
– • – |
2021-03-18 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
7,000 |
|
- |
|
8 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 |
| |
|
|
|
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|
