David A. Burwick - 24 Dec 2024 Form 4 Insider Report for Duckhorn Portfolio, Inc.

Reporting relationship: Director
Issuer ticker: N/A
Reported as of: 24 Dec 2024
Net transaction value: -$100,022
SEC form: 4
Accepted by SEC: 26 Dec 2024, 15:30:23 UTC
Prior SEC filing: 20 Nov 2024
Next SEC filing: 04 Mar 2025
Source filing: View source filing
Reporting owner signature: /s/ Sean Sullivan as attorney-in-fact

Key filing fact

David A. Burwick filed Form 4 for Duckhorn Portfolio, Inc. on 26 Dec 2024.

Key facts

This page summarizes David A. Burwick's Form 4 filing for Duckhorn Portfolio, Inc..
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 26 Dec 2024, 15:30.

Change

Previous filing in this sequence was filed on 20 Nov 2024.
Current net transaction value: -$100,022.

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

Disposed to Issuer

Transaction value: $100,022
Shares: -9,011
Change %: -100%
Price: $11.10
Shares after: 0
Date: 24 Dec 2024
Ownership: Direct
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

David A. Burwick is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 1 footnote

Footnote F1

Pursuant to the Agreement and Plan of Merger, dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger, each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest.