Key facts
- This page summarizes Alex Ryan's Form 4 filing for Duckhorn Portfolio, Inc..
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 21 Sep 2023, 16:57.
Alex Ryan - 19 Sep 2023 Form 4 Insider Report for Duckhorn Portfolio, Inc.
- Reporting relationship
- President, Chief Executive Officer., Director
- Issuer ticker
- N/A
- Reported as of
- 19 Sep 2023
- Net transaction value
- -$96,226
- SEC form
- 4
- Accepted by SEC
- 21 Sep 2023, 16:57:50 UTC
- Prior SEC filing
- 20 Mar 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Sean Sullivan as attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Alex Ryan filed Form 4 for Duckhorn Portfolio, Inc. on 21 Sep 2023.
Change
- Previous filing in this sequence was filed on 20 Mar 2023.
- Current net transaction value: -$96,226.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
NAPA
transaction
Common Stock
Tax liability
- Transaction value
- $96,226
- Shares
- -7,946
- Change %
- -4.1%
- Price
- $12.11
- Shares after
- 184,133
- Date
- 19 Sep 2023
- Ownership
- Direct
- Footnotes
- F1
NAPA
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,547,495
- Date
- 19 Sep 2023
- Ownership
- By trust
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Reflects the withholding of shares for payment of tax liability related to the vesting of previously-reported restricted stock units.
Footnote F2
Shares held of record by Alex Ryan, trustee of the Alex & Jeanine Ryan 2015 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.
SEC remarks
President, Chief Executive Officer.