Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duckhorn Portfolio, Inc. | 0 | reported | 24 Dec 2024 | tx 45+462,096−1,745,285 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 93,391 | 0.00 USD | |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 36,311 | 11.10 USD | |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 361,108 | 11.10 USD | |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 124,998 | — | deriv |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 77,961 | — | deriv |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 30,498 | — | deriv |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 106,750 | — | deriv |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 113,115 | — | deriv |
| 09 Oct 2024 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 37,705 | 0.00 USD | |
| 09 Oct 2024 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 113,115 | 0.00 USD | deriv |
| 19 Sept 2024 | TAX_WITHHOLDING | Duckhorn Portfolio, Inc. | 6,035 | 5.93 USD | |
| 17 Mar 2024 | TAX_WITHHOLDING | Duckhorn Portfolio, Inc. | 4,622 | 9.05 USD | |
| 08 Jan 2024 | SALE | Duckhorn Portfolio, Inc. | 8,000 | 10.00 USD | |
| 19 Dec 2023 | GIFT | Duckhorn Portfolio, Inc. | 6,300 | 0.00 USD | |
| 11 Oct 2023 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 41,666 | 0.00 USD | |
| 11 Oct 2023 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 124,998 | 0.00 USD | deriv |
| 19 Sept 2023 | TAX_WITHHOLDING | Duckhorn Portfolio, Inc. | 2,247 | 12.11 USD | |
| 11 Apr 2023 | GIFT | Duckhorn Portfolio, Inc. | 350 | 0.00 USD | |
| 16 Mar 2023 | SALE | Duckhorn Portfolio, Inc. | 21,335 | 15.56 USD | |
| 17 Mar 2023 | TAX_WITHHOLDING | Duckhorn Portfolio, Inc. | 4,277 | 15.43 USD | |
| 17 Mar 2023 | SALE | Duckhorn Portfolio, Inc. | 3,665 | 15.46 USD | |
| 09 Mar 2023 | SALE | Duckhorn Portfolio, Inc. | 23,339 | 16.54 USD | |
| 22 Dec 2022 | GIFT | Duckhorn Portfolio, Inc. | 10,800 | 0.00 USD | |
| 29 Nov 2022 | GIFT | Duckhorn Portfolio, Inc. | 12,212 | 0.00 USD | |
| 30 Sept 2022 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 25,987 | 0.00 USD |