NAPA Insider Trading

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Notice: This stock is marked as potentially delisted. It may not be actively trading.

Insider Ownership Percentage: 1.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $224,750.00

Duckhorn Portfolio Insider Trading History Chart

Duckhorn Portfolio Share Price & Price History

^$11.09

+0.30 (1.20%)

As of 12/24/2024 01:00 AM ET

Duckhorn Portfolio Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/9/2024	Sean B.A. Sullivan	Insider	Sell	25,000	$8.99	$224,750.00	125,326
3/28/2024	Deirdre Mahlan	Insider	Sell	29,681	$9.23	$273,955.63	104,590
1/16/2024	Sean B.A. Sullivan	Insider	Sell	9,700	$9.13	$88,561.00	154,797
1/12/2024	Sean B.A. Sullivan	Insider	Sell	5,300	$9.50	$50,350.00	164,497
1/10/2024	Pete Przybylinski	Insider	Sell	21,599	$10.00	$215,990.00	288,533
1/8/2024	Pete Przybylinski	Insider	Sell	13,707	$10.01	$137,207.07	374,826
12/11/2023	Deirdre Mahlan	Insider	Buy	5,000	$8.99	$44,950.00	10,000
10/4/2023	Deirdre Mahlan	Insider	Buy	5,000	$9.95	$49,750.00	5,000
4/6/2023	Mallard Holdco, Llc	Major Shareholder	Sell	6,000,000	$15.35	$92,100,000.00	62,147,261
3/16/2023	Lori Beaudoin	Insider	Sell	23,959	$15.56	$372,802.04	820,736
3/9/2023	Zach Rasmuson	Insider	Sell	23,339	$16.54	$386,027.06	400,758
7/11/2022	Mallard Holdco, Llc	Major Shareholder	Sell	5,000,000	$19.25	$96,250,000.00	69,150,301
7/1/2022	Zach Rasmuson	Insider	Sell	25,000	$20.18	$504,500.00	422,685
6/3/2022	Alex Ryan	Insider	Sell	25,942	$21.88	$567,610.96	1,568,901
5/16/2022	Pete Przybylinski	Insider	Sell	5,914	$20.02	$118,398.28	454,432
5/13/2022	Sean B.A. Sullivan	Insider	Sell	15,761	$20.10	$316,796.10	166,655
5/11/2022	Sean B.A. Sullivan	Insider	Sell	2,400	$20.00	$48,000.00	182,416
5/6/2022	Sean B.A. Sullivan	Insider	Sell	100	$20.00	$2,000.00	184,816
5/4/2022	Zach Rasmuson	Insider	Sell	12,500	$20.10	$251,250.00	447,685
4/1/2022	Zach Rasmuson	Insider	Sell	12,500	$18.33	$229,125.00

See Full Table

SEC Filings (Institutional Ownership Changes) for Duckhorn Portfolio (NYSE:NAPA)

Institutional Buying and Selling by Quarter

Duckhorn Portfolio Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/26/2024	JPMorgan Chase & Co.	51,554	$0.30M	0.0%	+3.6%	0.035%
11/20/2024	Virtu Financial LLC	42,354	$0.25M	0.0%	N/A	0.029%
11/19/2024	Barclays PLC	234,138	$1.36M	0.0%	+214.4%	0.159%
11/16/2024	Geode Capital Management LLC	1,168,545	$6.79M	0.0%	-2.7%	0.794%
11/15/2024	Barclays PLC	234,138	$1.36M	0.0%	+214.4%	0.159%
11/15/2024	Public Employees Retirement System of Ohio	275,444	$1.60M	0.0%	+38.3%	0.187%
11/15/2024	CTC Alternative Strategies Ltd.	12,695	$74K	0.1%	N/A	0.009%
11/15/2024	Jane Street Group LLC	42,912	$0.25M	0.0%	-84.2%	0.029%
11/15/2024	State Street Corp	1,132,720	$6.58M	0.0%	+0.9%	0.770%
11/15/2024	Stifel Financial Corp	75,991	$0.44M	0.0%	-1.6%	0.052%
11/15/2024	Point72 Asset Management L.P.	112,119	$0.65M	0.0%	N/A	0.076%
11/15/2024	Janus Henderson Group PLC	151,454	$0.88M	0.0%	+40.0%	0.103%
11/15/2024	Hotchkis & Wiley Capital Management LLC	1,483,900	$8.62M	0.0%	-6.0%	1.008%
11/15/2024	Centiva Capital LP	16,126	$94K	0.0%	N/A	0.011%
11/15/2024	ArrowMark Colorado Holdings LLC	15,800	$92K	0.0%	N/A	0.011%
11/15/2024	Atom Investors LP	400,556	$2.33M	0.2%	N/A	0.272%
11/15/2024	Paloma Partners Management Co	16,435	$95K	0.0%	N/A	0.011%
11/14/2024	PDT Partners LLC	71,307	$0.41M	0.0%	-53.8%	0.048%
11/14/2024	Verition Fund Management LLC	1,478,234	$8.59M	0.0%	+21.9%	1.005%
11/14/2024	Capstone Investment Advisors LLC	126,714	$0.74M	0.0%	N/A	0.086%
11/14/2024	Walleye Capital LLC	66,025	$0.38M	0.0%	-42.1%	0.045%
11/14/2024	Isthmus Partners LLC	35,232	$0.21M	0.0%	+39.3%	0.024%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	152,823	$0.89M	0.0%	-6.2%	0.104%
11/13/2024	FMR LLC	8,668	$50K	0.0%	-92.7%	0.006%
11/13/2024	Dynamic Technology Lab Private Ltd	33,042	$0.19M	0.0%	N/A	0.022%
11/12/2024	Charles Schwab Investment Management Inc.	407,060	$2.37M	0.0%	+10.0%	0.277%
11/9/2024	Intech Investment Management LLC	14,850	$86K	0.0%	N/A	0.010%
11/6/2024	MQS Management LLC	30,658	$0.18M	0.1%	N/A	0.021%
11/5/2024	Barnett & Company Inc.	12,500	$73K	0.0%	N/A	0.008%
11/5/2024	Aigen Investment Management LP	31,913	$0.19M	0.0%	N/A	0.022%
11/5/2024	GSA Capital Partners LLP	106,758	$0.62M	0.0%	N/A	0.073%
11/5/2024	Entropy Technologies LP	27,449	$0.16M	0.0%	+117.0%	0.019%
10/30/2024	River Road Asset Management LLC	3,312,046	$19.24M	0.3%	+6.1%	2.251%
10/30/2024	Moloney Securities Asset Management LLC	23,342	$0.14M	0.0%	-66.7%	0.016%
10/29/2024	Janney Montgomery Scott LLC	131,587	$0.77M	0.0%	+41.9%	0.089%
10/24/2024	DekaBank Deutsche Girozentrale	5,294	$31K	0.0%	N/A	0.004%
10/23/2024	Ballentine Partners LLC	15,320	$89K	0.0%	N/A	0.010%
10/23/2024	Assenagon Asset Management S.A.	656,297	$3.81M	0.0%	-41.0%	0.446%
10/16/2024	nVerses Capital LLC	16,200	$94K	0.0%	+458.6%	0.011%
10/16/2024	ZWJ Investment Counsel Inc.	15,127	$88K	0.0%	N/A	0.010%
10/11/2024	Creative Planning	37,221	$0.22M	0.0%	+106.4%	0.025%
10/3/2024	SG Americas Securities LLC	21,020	$0.12M	0.0%	-56.5%	0.014%
8/15/2024	Select Equity Group L.P.	5,916,709	$42.01M	0.2%	-28.3%	4.024%
8/15/2024	The Manufacturers Life Insurance Company	21,675	$0.15M	0.0%	+16.9%	0.015%
8/15/2024	Mcmorgan & Co. LLC	250,708	$1.78M	0.3%	+9.3%	0.170%
8/15/2024	Dark Forest Capital Management LP	63,291	$0.45M	0.1%	-6.8%	0.043%
8/14/2024	Squarepoint Ops LLC	24,598	$0.18M	0.0%	N/A	0.017%
8/14/2024	Marshall Wace LLP	354,815	$2.52M	0.0%	N/A	0.241%
8/13/2024	Westwood Holdings Group Inc.	3,663,304	$26.01M	0.1%	+4.0%	2.491%
8/13/2024	Sei Investments Co.	54,093	$0.38M	0.0%	+7.6%	0.037%
8/13/2024	Canada Pension Plan Investment Board	14,200	$0.10M	0.0%	N/A	0.010%
8/12/2024	First Eagle Investment Management LLC	377,472	$2.68M	0.0%	+5.2%	0.257%
8/9/2024	Total Clarity Wealth Management Inc.	126,584	$0.90M	0.3%	+57.5%	0.086%
8/9/2024	Dimensional Fund Advisors LP	3,213,596	$22.82M	0.0%	-4.8%	2.185%
8/9/2024	Massachusetts Financial Services Co. MA	3,831,391	$27.20M	0.0%	+2.6%	2.605%
8/8/2024	BOKF NA	18,800	$0.13M	0.0%	N/A	0.013%
8/8/2024	American Century Companies Inc.	23,064	$0.16M	0.0%	+56.6%	0.016%
8/8/2024	AdvisorShares Investments LLC	35,792	$0.25M	0.0%	+85.9%	0.024%
8/7/2024	Wedbush Securities Inc.	48,700	$0.35M	0.0%	-3.9%	0.033%
8/2/2024	Simon Quick Advisors LLC	12,009	$85K	0.0%	N/A	0.008%
8/1/2024	Rhumbline Advisers	79,865	$0.57M	0.0%	+7.4%	0.054%
7/30/2024	Moloney Securities Asset Management LLC	70,151	$0.50M	0.1%	+26.9%	0.048%
7/26/2024	Bank of New York Mellon Corp	242,539	$1.72M	0.0%	+15.8%	0.165%
7/19/2024	Raymond James & Associates	206,524	$1.47M	0.0%	N/A	0.140%
7/18/2024	Assenagon Asset Management S.A.	1,112,947	$7.90M	0.0%	-14.4%	0.757%
7/12/2024	SG Americas Securities LLC	48,355	$0.34M	0.0%	N/A	0.033%
7/10/2024	Simplicity Wealth LLC	32,158	$0.23M	0.0%	+120.0%	0.022%
7/5/2024	Stokes Family Office LLC	197,250	$1.40M	0.2%	+46.4%	0.134%
6/6/2024	Westwood Holdings Group Inc.	3,523,191	$32.80M	0.3%	+4.6%	3.053%
5/16/2024	California State Teachers Retirement System	52,050	$0.49M	0.0%	-2.4%	0.045%
5/16/2024	Janus Henderson Group PLC	90,308	$0.84M	0.0%	+432.1%	0.078%
5/16/2024	Kennedy Capital Management LLC	457,681	$4.26M	0.1%	+41.2%	0.397%
5/16/2024	Bayesian Capital Management LP	14,300	$0.13M	0.0%	N/A	0.012%
5/15/2024	Public Employees Retirement System of Ohio	199,102	$1.85M	0.0%	-12.1%	0.173%
5/15/2024	Price T Rowe Associates Inc. MD	15,216	$0.14M	0.0%	+37.8%	0.013%
5/15/2024	Quadrature Capital Ltd	33,883	$0.32M	0.0%	N/A	0.029%
5/15/2024	Keeley Teton Advisors LLC	34,026	$0.32M	0.0%	N/A	0.029%
5/14/2024	Westwood Holdings Group Inc.	3,523,191	$32.80M	0.3%	+4.6%	3.053%
5/14/2024	EntryPoint Capital LLC	5,278	$49K	0.0%	-57.6%	0.005%
5/14/2024	American International Group Inc.	26,298	$0.25M	0.0%	+20.5%	0.023%
5/13/2024	Bessemer Group Inc.	18,750	$0.18M	0.0%	+8.7%	0.016%
5/10/2024	Vanguard Group Inc.	5,274,221	$49.10M	0.0%	+3.7%	4.570%
5/9/2024	First Eagle Investment Management LLC	358,972	$3.34M	0.0%	+226.3%	0.311%
5/8/2024	Bleakley Financial Group LLC	14,614	$0.14M	0.0%	N/A	0.013%
5/7/2024	Sei Investments Co.	50,264	$0.47M	0.0%	N/A	0.044%
5/7/2024	Stokes Family Office LLC	134,750	$1.26M	0.2%	N/A	0.117%
5/6/2024	Quantbot Technologies LP	97,556	$0.91M	0.1%	+85.9%	0.085%
5/3/2024	GSA Capital Partners LLP	73,922	$0.69M	0.1%	-67.9%	0.064%
5/2/2024	Nordea Investment Management AB	123,028	$1.14M	0.0%	-1.6%	0.107%
5/2/2024	Moloney Securities Asset Management LLC	55,264	$0.52M	0.1%	N/A	0.048%
5/1/2024	Capstone Investment Advisors LLC	148,948	$1.39M	0.0%	N/A	0.129%
5/1/2024	Janney Montgomery Scott LLC	94,332	$0.88M	0.0%	N/A	0.082%
4/30/2024	Allspring Global Investments Holdings LLC	18,456	$0.17M	0.0%	+9.2%	0.016%
4/26/2024	Mesirow Financial Investment Management Inc.	17,033	$0.16M	0.0%	-23.1%	0.015%
4/24/2024	Simplicity Wealth LLC	14,614	$0.14M	0.0%	N/A	0.013%
4/24/2024	Assenagon Asset Management S.A.	1,299,972	$12.10M	0.0%	+41.1%	1.126%
4/19/2024	Mesirow Financial Investment Management Inc.	17,033	$0.16M	0.8%	-23.1%	0.015%
4/18/2024	Allspring Global Investments Holdings LLC	18,456	$0.17M	0.0%	+9.2%	0.016%
2/15/2024	Chilton Investment Co. Inc.	412,041	$4.06M	0.1%	+34.7%	0.357%
2/14/2024	Westwood Holdings Group Inc.	3,368,871	$33.18M	0.3%	+32.5%	2.920%

Data available starting January 2016

See Full Table

The Duckhorn Portfolio, Inc. produces and sells wines in North America. The company offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Goldeneye, Paraduxx, Migration, Canvasback, Calera, Kosta Browne, Greenwing, and Postmark. It sells wines to distributors, and directly to retail accounts and consumers. The company was formerly known as Mallard Intermediate, Inc. and changed its name to The Duckhorn Portfolio, Inc. in February 2021. The company was founded in 1976 and is headquartered in Saint Helena, California. The Duckhorn Portfolio, Inc. is a subsidiary of Mallard Holdco, LLC.

Today's Range

Now: $11.09

$11.09

50 Day Range

MA: $11.07

$10.98

$11.11

52 Week Range

Now: $11.09

$5.38

$11.11

Volume

N/A

Average Volume

1,525,561 shs

Market Capitalization

$1.63 billion

P/E Ratio

26.40

Dividend Yield

N/A

Beta

0.03

Who are the company insiders with the largest holdings of Duckhorn Portfolio?: Duckhorn Portfolio's top insider shareholders include:
Mallard Holdco, Llc (Major Shareholder)
Pete Przybylinski (Insider)
Sean BA Sullivan (Insider)
Deirdre Mahlan (Insider)
Learn More about top insider investors at Duckhorn Portfolio.