NAPA insider transaction filings
Duckhorn Portfolio, Inc. — 37 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2024-12-27. Screen NAPA transaction legs live →
Insider transaction summary — last 90 days
No Form 4 filings for NAPA between 2026-06-24 and 2026-09-22. The table below lists the most recent filings on record.
Recent Form 4 filings — Duckhorn Portfolio, Inc.
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2024-12-27 | 4 | Mallard Holdco, LLC — 10% owner | Other (J): 61,404,559 @ $11.10 | EDGAR |
| 2024-12-26 | 4 | MARLEE BUYER, INC. BUTTERFLY UGP II, LLC WAGLAY ADAM BECK DUSTIN | Disposition to issuer (D): 6,377,923 @ $11.10 | EDGAR |
| 2024-12-26 | 4 | O'Hara James L. — Director | Disposition to issuer (D): 308,736 @ $11.10 | EDGAR |
| 2024-12-26 | 4 | Mahlan Deirdre — See Remarks, Director | Option exercise (M): 177,095 @ $0 · Disposition to issuer (D): 613,830 @ $11.10 · Disposition to issuer (D): 10,000 @ $11.10 · Option exercise (M): 177,095 (derivative) @ $0 | EDGAR |
| 2024-12-26 | 4 | Przybylinski Pete — See Remarks | Disposition to issuer (D): 288,533 @ $11.10 · Disposition to issuer (D): 36,817 @ $11.10 · Disposition to issuer (D): 93,391 @ $0 · Disposition to issuer (D): 106,750 (derivative) · Disposition to issuer (D): 30,498 (derivative) · Disposition to issuer (D): 77,961 (derivative) · +2 more | EDGAR |
| 2024-12-26 | 4 | Sullivan Sean B.A. — See Remarks | Disposition to issuer (D): 483 @ $11.10 · Disposition to issuer (D): 63,605 @ $11.10 · Disposition to issuer (D): 93,391 @ $0 · Disposition to issuer (D): 106,750 (derivative) · Disposition to issuer (D): 30,498 (derivative) · Disposition to issuer (D): 77,961 (derivative) · +2 more | EDGAR |
| 2024-12-26 | 4 | Rasmuson Zach — See Remarks | Disposition to issuer (D): 361,108 @ $11.10 · Disposition to issuer (D): 36,311 @ $11.10 · Disposition to issuer (D): 93,391 @ $0 · Disposition to issuer (D): 106,750 (derivative) · Disposition to issuer (D): 30,498 (derivative) · Disposition to issuer (D): 77,961 (derivative) · +2 more | EDGAR |
| 2024-12-26 | 4 | Gloeckler Michelle J. — Director | Disposition to issuer (D): 29,374 @ $11.10 | EDGAR |
| 2024-12-26 | 4 | Fall Jung Jennifer — See Remarks | Disposition to issuer (D): 1,500 @ $11.10 · Disposition to issuer (D): 8,631 @ $11.10 · Disposition to issuer (D): 81,401 @ $0 · Disposition to issuer (D): 24,705 (derivative) @ $0 · Disposition to issuer (D): 136,362 (derivative) @ $0 · Disposition to issuer (D): 123,399 (derivative) @ $0 | EDGAR |
| 2024-12-26 | 4 | Esserman Charles — Director | Other (J): 12,195 @ $0 · Gift (G): 12,195 @ $0 | EDGAR |
| 2024-12-26 | 4 | Lares Adriel G — Director | Disposition to issuer (D): 25,554 @ $11.10 | EDGAR |
| 2024-12-26 | 4 | Burwick David A — Director | Disposition to issuer (D): 9,011 @ $11.10 | EDGAR |
| 2024-10-11 | 4 | Sullivan Sean B.A. — See Remarks | Grant/award (A): 37,705 @ $0 · Grant/award (A): 113,115 (derivative) @ $0 | EDGAR |
| 2024-10-11 | 4 | Rasmuson Zach — See Remarks | Grant/award (A): 37,705 @ $0 · Grant/award (A): 113,115 (derivative) @ $0 | EDGAR |
| 2024-10-11 | 4 | Przybylinski Pete — See Remarks | Grant/award (A): 37,705 @ $0 · Grant/award (A): 113,115 (derivative) @ $0 | EDGAR |
| 2024-10-11 | 4 | Fall Jung Jennifer — See Remarks | Grant/award (A): 41,113 @ $0 · Grant/award (A): 123,399 (derivative) @ $0 | EDGAR |
| 2024-09-30 | 4 | Mahlan Deirdre — See Remarks, Director | Tax withholding (F): 22,046 @ $5.89 | EDGAR |
| 2024-09-20 | 4 | Rasmuson Zach — See Remarks | Tax withholding (F): 6,035 @ $5.93 | EDGAR |
| 2024-09-20 | 4 | Przybylinski Pete — See Remarks | Tax withholding (F): 6,035 @ $5.93 | EDGAR |
| 2024-09-20 | 4 | Sullivan Sean B.A. — See Remarks | Tax withholding (F): 6,035 @ $5.93 | EDGAR |
| 2024-09-20 | 4 | Fall Jung Jennifer — See Remarks | Tax withholding (F): 4,055 @ $5.93 | EDGAR |
| 2024-06-21 | 4 | Fall Jung Jennifer — See Remarks | Tax withholding (F): 735 @ $7.61 | EDGAR |
| 2024-05-23 | 4 | Burwick David A — Director | Grant/award (A): 9,011 @ $0 | EDGAR |
| 2024-05-01 | 4 | Mahlan Deirdre — See Remarks, Director | Grant/award (A): 354,191 @ $0 · Grant/award (A): 177,095 (derivative) @ $0 | EDGAR |
| 2024-04-10 | 4 | Sullivan Sean B.A. — See Remarks | Sale (S): 25,000 @ $8.99 | EDGAR |
| 2024-03-29 | 4 | Mahlan Deirdre — See Remarks, Director | Sale (S): 29,681 @ $9.23 | EDGAR |
| 2024-03-19 | 4 | Rasmuson Zach — See Remarks | Tax withholding (F): 4,622 @ $9.05 | EDGAR |
| 2024-03-19 | 4 | Przybylinski Pete — See Remarks | Tax withholding (F): 4,191 @ $9.05 | EDGAR |
| 2024-03-19 | 4 | Sullivan Sean B.A. — See Remarks | Tax withholding (F): 4,471 @ $9.05 | EDGAR |
| 2024-01-19 | 4 | COX MELANIE — Director | Grant/award (A): 12,775 @ $0 | EDGAR |
| 2024-01-19 | 4 | Gloeckler Michelle J. — Director | Grant/award (A): 12,775 @ $0 | EDGAR |
| 2024-01-19 | 4 | Lares Adriel G — Director | Grant/award (A): 12,775 @ $0 | EDGAR |
| 2024-01-16 | 4 | Sullivan Sean B.A. — See Remarks | Sale (S): 5,300 @ $9.50 · Sale (S): 9,700 @ $9.13 | EDGAR |
| 2024-01-10 | 4 | Rasmuson Zach — See Remarks | Sale (S): 8,000 @ $10.00 | EDGAR |
| 2024-01-10 | 4 | Przybylinski Pete — See Remarks | Sale (S): 13,707 @ $10.01 · Sale (S): 64,694 @ $10.01 · Sale (S): 21,599 @ $10.00 | EDGAR |
| 2023-12-20 | 4 | Rasmuson Zach — See Remarks | Gift (G): 6,300 @ $0 | EDGAR |
| 2023-12-20 | 4 | Sullivan Sean B.A. — See Remarks | Gift (G): 1,000 @ $0 | EDGAR |
Recent 8-K events — Duckhorn Portfolio, Inc.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2024-12-26 | 8-K | 1.01 — Entry into a Material Definitive Agreement 1.02 — Termination of a Material Definitive Agreement 2.01 — Completion of Acquisition or Disposition of Assets 2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 3.01 — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 3.03 — Material Modification to Rights of Security Holders 5.01 — Changes in Control of Registrant 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-12-23 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2024-12-13 | 8-K | 8.01 — Other Events | EDGAR |
| 2024-12-05 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-10-07 | 8-K | 1.01 — Entry into a Material Definitive Agreement 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-10-07 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-06-06 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-05-22 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-05-01 | 8-K | 2.01 — Completion of Acquisition or Disposition of Assets 2.02 — Results of Operations and Financial Condition 3.02 — Unregistered Sales of Equity Securities 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2024-03-07 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
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