The Duckhorn Portfolio, Inc. (NAPA)
Beverages
Insiders
| Type of Owner | Securities Owned | As Insider in other Companies | Date Last Transaction | ||
|---|---|---|---|---|---|
| 10%own | 31,531,532 | 0 | 2024-04-20 | ||
| Dir, President, Chief Executive Officer. | 1,731,628 | 0 | 2023-09-19 | ||
| Chief Marketing, DTC Officer., EVP | 80,383 | 0 | 2023-10-11 | ||
| Dir | 31,957 | 1 | 2024-01-19 | ||
| Dir | 0 | 4 | 2024-12-24 | ||
| Dir | 0 | 0 | 2021-03-08 | ||
| Dir | 0 | 2 | 2021-10-19 | ||
| Chief Financial Officer., EVP | 0 | 1 | 2024-12-24 | ||
| Dir | 0 | 1 | 2024-04-20 | ||
| Dir | 0 | 2 | 2024-12-24 | ||
| Dir | 0 | 1 | 2024-12-24 | ||
| President, Dir, CEO | 0 | 1 | 2024-12-24 | ||
| 10%own | 0 | 0 | 2024-12-24 | ||
| Former 10% Owner | 0 | 0 | 2024-12-24 | ||
| Dir | 0 | 1 | 2024-04-20 | ||
| Dir | 0 | 0 | 2024-12-24 | ||
| EVP, Chief Sales Officer. | 0 | 0 | 2024-12-24 | ||
| EVP, Chief Operating Officer. | 0 | 0 | 2024-12-24 | ||
| Chief Strategy, EVP, Legal Officer. | 0 | 1 | 2024-12-24 |
*: Insider is not longer subject to Section 16
Securities owned over time
Recent trades
| Transaction Date | Insider | Title | Form | Trade Types | Δ Securities | Δ Cash | Owned | |
|---|---|---|---|---|---|---|---|---|
| 2024-12-24 | Mallard Holdco, Llc | 10%own | 4 | J | −61,404,559 | $681.6M | 0 | |
| 2024-12-24 | Marlee Buyer, Inc. | Former 10% Owner | 4 | D | −6,377,923 | $70.8M | 0 | |
| 2024-12-24 | Fall Jung Jennifer | Chief Financial Officer., EVP | 4 | D | −91,532 | $112.5K | 0 | |
| 2024-12-24 | O'Hara James L. | Dir | 4 | D | −308,736 | $3.4M | 0 | |
| 2024-12-24 | Mahlan Deirdre | President, Dir, CEO | 4 | D, M | −446,735 | $6.9M | 0 | |
| 2024-12-24 | Przybylinski Pete | EVP, Chief Sales Officer. | 4 | D | −418,741 | $3.6M | 0 | |
| 2024-12-24 | Gloeckler Michelle J. | Dir | 4 | D | −29,374 | $326.1K | 0 | |
| 2024-12-24 | Lares Adriel G | Dir | 4 | D | −25,554 | $283.6K | 0 | |
| 2024-12-24 | Sullivan Sean B.a. | Chief Strategy, EVP, Legal Officer. | 4 | D | −157,479 | $711.4K | 0 | |
| 2024-12-24 | Rasmuson Zach | EVP, Chief Operating Officer. | 4 | D | −490,810 | $4.4M | 0 | |
| 2024-12-24 | Burwick David A | Dir | 4 | D | −9,011 | $100K | 0 | |
| 2024-10-09 | Fall Jung Jennifer | Chief Financial Officer., EVP | 4 | A | 41,113 | $0 | 91.51K | |
| 2024-10-09 | Sullivan Sean B.a. | Chief Strategy, EVP, Legal Officer. | 4 | A | 37,705 | $0 | 157.48K | |
| 2024-10-09 | Rasmuson Zach | EVP, Chief Operating Officer. | 4 | A | 37,705 | $0 | 490.81K | |
| 2024-10-09 | Przybylinski Pete | EVP, Chief Sales Officer. | 4 | A | 37,705 | $0 | 418.74K | |
| 2024-09-27 | Mahlan Deirdre | President, Dir, CEO | 4 | F | −22,046 | $0 | 446.74K | |
| 2024-09-26 | Marlee Buyer, Inc. | Former 10% Owner | 3 | 0 | $0 | 6.38M | ||
| 2024-09-19 | Rasmuson Zach | EVP, Chief Operating Officer. | 4 | F | −6,035 | $0 | 453.11K | |
| 2024-09-19 | Przybylinski Pete | EVP, Chief Sales Officer. | 4 | F | −6,035 | $0 | 381.04K | |
| 2024-09-19 | Sullivan Sean B.a. | Chief Strategy, EVP, Legal Officer. | 4 | F | −6,035 | $0 | 119.77K | |
| 2024-09-19 | Fall Jung Jennifer | Chief Financial Officer., EVP | 4 | F | −4,055 | $0 | 50.4K | |
| 2024-06-19 | Fall Jung Jennifer | Chief Financial Officer., EVP | 4 | F | −735 | $0 | 52.95K | |
| 2024-05-21 | Burwick David A | Dir | 4 | A | 9,011 | $0 | 9.01K | |
| 2024-05-11 | Burwick David A | Dir | 3 | 0 | $0 | 0 | ||
| 2024-04-30 | Mahlan Deirdre | President, Dir, CEO | 4 | A | 354,191 | $0 | 468.78K | |
| 2024-04-20 | Nall Timothy M | Dir | 3 | 0 | $0 | 0 | ||
| 2024-04-20 | Farrer Marshall | Dir | 3 | 0 | $0 | 0 | ||
| 2024-04-20 | Brown Forman Corp | 10%own | 3 | 0 | $0 | 31.53M | ||
| 2024-04-09 | Sullivan Sean B.a. | Chief Strategy, EVP, Legal Officer. | 4 | S | −25,000 | $224.8K | 125.81K | |
| 2024-03-28 | Mahlan Deirdre | President, Dir, CEO | 4 | S | −29,681 | $273.9K | 114.59K | |
| 2024-03-17 | Rasmuson Zach | EVP, Chief Operating Officer. | 4 | F | −4,622 | $0 | 459.14K | |
| 2024-03-17 | Przybylinski Pete | EVP, Chief Sales Officer. | 4 | F | −4,191 | $0 | 387.02K | |
| 2024-03-17 | Sullivan Sean B.a. | Chief Strategy, EVP, Legal Officer. | 4 | F | −4,471 | $0 | 150.81K | |
| 2024-01-19 | Cox Melanie | Dir | 4 | A | 12,775 | $0 | 31.96K | |
| 2024-01-19 | Gloeckler Michelle J. | Dir | 4 | A | 12,775 | $0 | 29.37K | |
| 2024-01-19 | Lares Adriel G | Dir | 4 | A | 12,775 | $0 | 25.55K | |
| 2024-01-12 | Sullivan Sean B.a. | Chief Strategy, EVP, Legal Officer. | 4 | S | −15,000 | $138.9K | 155.28K |