Key facts
- This page summarizes Deirdre Mahlan's Form 4 filing for Duckhorn Portfolio, Inc..
- 2 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 01 May 2024, 20:21.
Deirdre Mahlan - 30 Apr 2024 Form 4 Insider Report for Duckhorn Portfolio, Inc.
- Reporting relationship
- President and Chief Executive Officer, Director
- Issuer ticker
- N/A
- Reported as of
- 30 Apr 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 01 May 2024, 20:21:01 UTC
- Prior SEC filing
- 29 Mar 2024
- Next SEC filing
- 30 Sep 2024
- 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.
5 source fields
Reporting owner
1 detail
Key filing fact
Deirdre Mahlan filed Form 4 for Duckhorn Portfolio, Inc. on 01 May 2024.
Change
- Previous filing in this sequence was filed on 29 Mar 2024.
- Current net transaction value: $0.
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
Award
- Transaction value
- $0
- Shares
- +354,191
- Change %
- +339%
- Price
- $0.000000
- Shares after
- 458,781
- Date
- 30 Apr 2024
- Ownership
- Direct
NAPA
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 10,000
- Date
- 30 Apr 2024
- Ownership
- By Trust
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
NAPA
transaction
Derivative
Performance-based RSUs
Award
- Transaction value
- $0
- Shares
- +177,095
- Change %
- Price
- $0.000000
- Shares after
- 177,095
- Date
- 30 Apr 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 177,095
- Exercise price
- 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
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.
Footnote F2
Each performance-based restricted stock unit represents a contingent right to receive one share of The Duckhorn Portfolio, Inc. common stock. The performance-based restricted stock units vest upon The Duckhorn Portfolio, Inc.'s common stock achieving a specified price per share.
SEC remarks
President and Chief Executive Officer