Insiders · NAPA

NAPA insider transactions

The Duckhorn Portfolio Inc. (NAPA) Form 4 insider transactions - real-time wire coverage of every officer, director, and 10% owner trade.

NAPA insiders

Everyone who has filed a Form 3, 4, 5 or 144 at The Duckhorn Portfolio Inc., latest first. Follow anyone to get their next filing.

• Mallard Holdco, LLC10% owner-$562M
• Marlee Buyer, Inc.Former 10% Owner, since October 2024
• Jung Jennifer FallOfficer, since June 2023
• James L. O'HaraDirector
• Deirdre MahlanOfficer, Director+$94.7K-$274K
• Pete PrzybylinskiOfficer-$5.23M
• Michelle J. GloecklerDirector, since May 2021
• Adriel G LaresDirector, since December 2021
• Sean B.A. SullivanOfficer-$2.2M
• Zach RasmusonOfficer-$4.49M
• Charles EssermanDirector
• David A BurwickDirector, since May 2024
• Timothy M NallDirector, since April 2024
• Marshall FarrerDirector, since April 2024
• Brown Forman Corp10% owner, since April 2024
• Melanie CoxDirector
• Gayle BartschererOfficer, since April 2022
• Alex RyanOfficer, Director-$5.45M
• Lori BeaudoinOfficer-$2.96M
• Carol ReberOfficer-$2.58M

Recent Form 3, 4, and 5 filings for NAPA

• 685d
  Large owner Mallard Holdco, Llc disposed of $681,590,605 worth of shares (61,404,559 units at $11.10), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Former 10% Owner Marlee Buyer, Inc. returned $70,794,945 worth of shares to the company (6,377,923 units at $11.10), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Officer Fall Jung Jennifer returned $112,454 worth of shares to the company (91,532 units at $1.23), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Director O'Hara James L. returned $3,426,970 worth of shares to the company (308,736 units at $11.10), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Officer Mahlan Deirdre returned $6,924,513 worth of shares to the company (623,830 units at $11.10) and converted options into 177,095 shares (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Officer Przybylinski Pete returned $3,611,385 worth of shares to the company (418,741 units at $8.62), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Director Gloeckler Michelle J. returned $326,051 worth of shares to the company (29,374 units at $11.10), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Director Lares Adriel G returned $283,649 worth of shares to the company (25,554 units at $11.10), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Officer Sullivan Sean B.A. returned $711,377 worth of shares to the company (157,479 units at $4.52), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Officer Rasmuson Zach returned $4,411,351 worth of shares to the company (490,810 units at $8.99), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Director Esserman Charles acquired 12,195 shares and gifted 12,195 shares (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 686d
  Director Burwick David A returned $100,022 worth of shares to the company (9,011 units at $11.10), closing all direct ownership in the company (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 757d
  New insider Marlee Buyer, Inc. claimed ownership of 6,377,923 shares (SEC Form 3)

  3 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 762d
  Officer Fall Jung Jennifer was granted 41,113 shares, increasing direct ownership by 84% to 90,012 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 762d
  Officer Sullivan Sean B.A. was granted 37,705 shares, increasing direct ownership by 32% to 156,996 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 762d
  Officer Rasmuson Zach was granted 37,705 shares, increasing direct ownership by 41% to 129,702 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 762d
  Officer Przybylinski Pete was granted 37,705 shares, increasing direct ownership by 41% to 130,208 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 773d
  Officer Mahlan Deirdre covered exercise/tax liability with 22,046 shares, decreasing direct ownership by 5% to 436,735 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 783d
  Officer Fall Jung Jennifer covered exercise/tax liability with 4,055 shares, decreasing direct ownership by 8% to 48,899 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 783d
  Officer Sullivan Sean B.A. covered exercise/tax liability with 6,035 shares, decreasing direct ownership by 5% to 119,291 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 783d
  Officer Przybylinski Pete covered exercise/tax liability with 6,035 shares, decreasing direct ownership by 6% to 92,503 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 783d
  Officer Rasmuson Zach covered exercise/tax liability with 6,035 shares, decreasing direct ownership by 6% to 91,997 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 874d
  Officer Fall Jung Jennifer covered exercise/tax liability with 735 shares, decreasing direct ownership by 1% to 52,954 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 903d
  Burwick David A was granted 9,011 shares (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 903d
  SEC Form 3 filed by new insider Burwick David A

  3 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 925d
  Mahlan Deirdre was granted 354,191 shares, increasing direct ownership by 339% to 458,781 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 925d
  SEC Form 3 filed by new insider Nall Timothy M

  3 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 925d
  SEC Form 3 filed by new insider Farrer Marshall

  3 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 925d
  New insider Brown Forman Corp claimed ownership of 31,531,532 shares (SEC Form 3)

  3 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 946d
  Sullivan Sean B.A. sold $224,750 worth of shares (25,000 units at $8.99), decreasing direct ownership by 17% to 125,326 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 958d
  Mahlan Deirdre sold $273,932 worth of shares (29,681 units at $9.23), decreasing direct ownership by 22% to 104,590 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 968d
  Rasmuson Zach covered exercise/tax liability with 4,622 shares, decreasing direct ownership by 5% to 98,032 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 968d
  Przybylinski Pete covered exercise/tax liability with 4,191 shares, decreasing direct ownership by 4% to 98,491 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 968d
  Sullivan Sean B.A. covered exercise/tax liability with 4,471 shares, decreasing direct ownership by 3% to 150,326 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1028d
  Cox Melanie was granted 12,775 shares, increasing direct ownership by 67% to 31,957 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1028d
  Lares Adriel G was granted 12,775 shares, increasing direct ownership by 100% to 25,554 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1028d
  Gloeckler Michelle J. was granted 12,775 shares, increasing direct ownership by 77% to 29,374 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1031d
  Sullivan Sean B.A. sold $138,934 worth of shares (15,000 units at $9.26), decreasing direct ownership by 9% to 154,797 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1037d
  Przybylinski Pete sold $1,000,491 worth of shares (100,000 units at $10.00) (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1037d
  Rasmuson Zach sold $80,010 worth of shares (8,000 units at $10.00) (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1058d
  Rasmuson Zach gifted 6,300 shares (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1058d
  Sullivan Sean B.A. gifted 1,000 shares, decreasing direct ownership by 0.59% to 169,797 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1067d
  Mahlan Deirdre bought $44,942 worth of shares (5,000 units at $8.99) (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1126d
  Fall Jung Jennifer was granted 45,454 shares, increasing direct ownership by 552% to 53,689 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1126d
  Sullivan Sean B.A. was granted 41,666 shares, increasing direct ownership by 32% to 170,797 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1126d
  Rasmuson Zach was granted 41,666 shares, increasing direct ownership by 68% to 102,654 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1126d
  Bartscherer Gayle was granted 41,666 shares, increasing direct ownership by 108% to 80,383 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1126d
  Przybylinski Pete was granted 41,666 shares, increasing direct ownership by 68% to 102,682 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1134d
  Mahlan Deirdre bought $49,750 worth of shares (5,000 units at $9.95) (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1140d
  Mahlan Deirdre was granted 115,089 shares, increasing direct ownership by 600% to 134,271 units (SEC Form 4)

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1148d
  SEC Form 4: Ryan Alex covered exercise/tax liability with 7,946 shares, decreasing direct ownership by 4% to 184,133 units

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1148d
  SEC Form 4: Sullivan Sean B.A. covered exercise/tax liability with 2,247 shares, decreasing direct ownership by 2% to 129,131 units

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1148d
  SEC Form 4: Bartscherer Gayle covered exercise/tax liability with 2,247 shares, decreasing direct ownership by 5% to 38,717 units

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1148d
  SEC Form 4: Rasmuson Zach covered exercise/tax liability with 2,247 shares, decreasing direct ownership by 4% to 60,988 units

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1148d
  SEC Form 4: Przybylinski Pete covered exercise/tax liability with 2,247 shares, decreasing direct ownership by 4% to 61,016 units

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1241d
  SEC Form 4 filed by Fall Jung Jennifer

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1241d
  SEC Form 3 filed by new insider Fall Jung Jennifer

  3 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1241d
  SEC Form 4 filed by Beaudoin Lori

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1304d
  SEC Form 4 filed by Mallard Holdco, Llc (Amendment)

  4/A - Duckhorn Portfolio, Inc. (0001835256) (Issuer)
• 1310d
  SEC Form 4 filed by Rasmuson Zach

  4 - Duckhorn Portfolio, Inc. (0001835256) (Issuer)