NAPA
Duckhorn Portfolio, Inc.
Total Trades
22
Buys
1
Sells
21
Largest Trade
$1M+
Insiders
6
Institutional Funds
2
Inst. Value
$15K–$50K
Activist Filings
12
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Sullivan Sean B.A. | See Remarks | SELL | $100K–$500K | 25K | $8.99 | Apr 10, 2024 |
| Mahlan Deirdre | See Remarks | SELL | $100K–$500K | 30K | $9.23 | Mar 29, 2024 |
| Sullivan Sean B.A. | See Remarks | SELL | $100K–$500K | 15K | $9.26 | Jan 17, 2024 |
| Mahlan Deirdre | See Remarks | BUY | $15K–$50K | 5K | $9.95 | Oct 5, 2023 |
| Mallard Holdco, LLC | 10% Owner | SELL | $1M+ | 6.0M | $15.35 | Apr 10, 2023 |
| Beaudoin Lori | See Remarks | SELL | $500K+ | 50K | $15.51 | Mar 20, 2023 |
| Przybylinski Pete | See Remarks | SELL | $500K+ | 50K | $15.51 | Mar 20, 2023 |
| Rasmuson Zach | See Remarks | SELL | $100K–$500K | 25K | $15.55 | Mar 20, 2023 |
| Sullivan Sean B.A. | See Remarks | SELL | $500K+ | 50K | $15.51 | Mar 20, 2023 |
| Rasmuson Zach | See Remarks | SELL | $100K–$500K | 23K | $16.54 | Mar 13, 2023 |
| Mallard Holdco, LLC | 10% Owner | SELL | $1M+ | 5.0M | $19.25 | Jul 13, 2022 |
| Rasmuson Zach | See Remarks | SELL | $500K+ | 25K | $20.18 | Jul 6, 2022 |
| Przybylinski Pete | See Remarks | SELL | $100K–$500K | 22K | $20.04 | May 18, 2022 |
| Sullivan Sean B.A. | See Remarks | SELL | $15K–$50K | 2K | $20.03 | May 18, 2022 |
| Sullivan Sean B.A. | See Remarks | SELL | $100K–$500K | 18K | $20.09 | May 13, 2022 |
| Przybylinski Pete | See Remarks | SELL | $100K–$500K | 18K | $20.09 | May 13, 2022 |
| Sullivan Sean B.A. | See Remarks | SELL | $1K–$15K | 100 | $20.00 | May 9, 2022 |
| Przybylinski Pete | See Remarks | SELL | $1K–$15K | 100 | $20.00 | May 9, 2022 |
| Rasmuson Zach | See Remarks | SELL | $100K–$500K | 13K | $20.10 | May 6, 2022 |
| Przybylinski Pete | See Remarks | SELL | $100K–$500K | 20K | $20.10 | May 6, 2022 |
| Sullivan Sean B.A. | See Remarks | SELL | $100K–$500K | 20K | $20.10 | May 6, 2022 |
| Rasmuson Zach | See Remarks | SELL | $100K–$500K | 13K | $18.33 | Apr 5, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2024 · 2 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| DekaBank Deutsche Girozentrale | 5K | $15K–$50K | SH |
| Blue Trust, Inc. | 249 | $1K–$15K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13D/A · Dec 27, 2024
0.0%
0 shares
SC 13D/A · Dec 26, 2024
0.0%
0 shares
SC 13G/A · Nov 14, 2024
0.1%
176K shares
SC 13D · Oct 11, 2024
3.9%
578.0M shares
SC 13D · Oct 11, 2024
41.7%
61.4M shares
SC 13D/A · Oct 8, 2024
21.4%
31.5M shares
SC 13D · May 1, 2024
21.5%
31.5M shares
SC 13G/A · Feb 14, 2024
7.3%
8.4M shares
SC 13G/A · Feb 14, 2024
53.2%
0 shares
SC 13G/A · Feb 14, 2023
59.2%
0 shares
SC 13G/A · Feb 14, 2023
5.7%
6.5M shares
SC 13G · Feb 11, 2022
5.4%
6.2M shares