Jennifer Fall Jung - 09 Oct 2024 Form 4 Insider Report for Duckhorn Portfolio, Inc.

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
11 Oct 2024, 17:23:24 UTC
Prior SEC filing
20 Sep 2024
Next SEC filing
26 Dec 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Sean Sullivan as attorney-in-fact

Key filing fact

Jennifer Fall Jung filed Form 4 for Duckhorn Portfolio, Inc. on 11 Oct 2024.

Key facts

  • This page summarizes Jennifer Fall Jung's Form 4 filing for Duckhorn Portfolio, Inc..
  • 2 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 11 Oct 2024, 17:23.

Change

  • Previous filing in this sequence was filed on 20 Sep 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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

NAPA transaction

Common Stock

Award

Transaction value
$0
Shares
+41,113
Change %
+84%
Price
$0.000000
Shares after
90,012
Date
09 Oct 2024
Ownership
Direct
Footnotes
F1
NAPA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,500
Date
09 Oct 2024
Ownership
ESPP

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

NAPA transaction Derivative

Stock Options

Award

Transaction value
$0
Shares
+123,399
Change %
Price
$0.000000
Shares after
123,399
Date
09 Oct 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
123,399
Exercise price
$10.94
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

The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2021 Equity Incentive Plan and vests 25% per year over a four-year period.

Footnote F2

These stock options vest in four (4) equal annual installments, commencing September 19, 2024, and expire on the tenth anniversary of the grant.

SEC remarks

Executive Vice President, Chief Financial Officer.

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