| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | NAPA | Common Stock | Sale | -$274K | -29.7K | -22.11% | $9.23 | 105K | Mar 28, 2024 | Direct | F1, F2 |
| holding | NAPA | Common Stock | 10K | Mar 28, 2024 | By Trust | F3 |
| Id | Content |
|---|---|
| F1 | Reflects shares sold for payment of tax liability related to the vesting of previously-reported restricted stock units. |
| F2 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.17 to $9.31. The Reporting Person undertakes to provide The Duckhorn Portfolio, Inc., any security holder of The Duckhorn Portfolio, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| F3 | Shares held of record by Deirdre Mahlan, trustee of the Deirdre Mahlan Revocable Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 or for any other purpose. |
Interim President, Chief Executive Officer and Chairperson