Key facts
- This page summarizes Deirdre Mahlan's Form 4 filing for Duckhorn Portfolio, Inc..
- 4 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 26 Dec 2024, 15:52.
Deirdre Mahlan - 24 Dec 2024 Form 4 Insider Report for Duckhorn Portfolio, Inc.
- Reporting relationship
- President and Chief Executive Officer, Director
- Issuer ticker
- N/A
- Reported as of
- 24 Dec 2024
- Net transaction value
- -$6,924,513
- SEC form
- 4
- Accepted by SEC
- 26 Dec 2024, 15:52:08 UTC
- Prior SEC filing
- 30 Sep 2024
- Next SEC filing
- 06 Jan 2025
- 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 26 Dec 2024.
Change
- Previous filing in this sequence was filed on 30 Sep 2024.
- Current net transaction value: -$6,924,513.
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
Options Exercise
- Transaction value
- $0
- Shares
- +177,095
- Change %
- Price
- $0.000000
- Shares after
- 177,095
- Date
- 24 Dec 2024
- Ownership
- Direct
NAPA
transaction
Common Stock
Disposed to Issuer
- Transaction value
- $6,813,513
- Shares
- -613,830
- Change %
- -100%
- Price
- $11.10
- Shares after
- 0
- Date
- 24 Dec 2024
- Ownership
- Direct
- Footnotes
- F1
NAPA
transaction
Common Stock
Disposed to Issuer
- Transaction value
- $111,000
- Shares
- -10,000
- Change %
- -100%
- Price
- $11.10
- Shares after
- 0
- Date
- 24 Dec 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 Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -177,095
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 24 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 177,095
- Exercise price
- $0.000000
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Section 16 status
Deirdre Mahlan 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 (the "Merger Agreement"), 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.
SEC remarks
President and Chief Executive Officer