Key facts
- This page summarizes Jeffrey P. Wensel's Form 4 filing for Heritage Distilling Holding Company, Inc. (CASK).
- 5 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 27 May 2025, 18:08.
Jeffrey P. Wensel - 22 May 2025 Form 4 Insider Report for Heritage Distilling Holding Company, Inc. (CASK)
- Reporting relationship
- Director
- Issuer ticker
- CASK
- Reported as of
- 22 May 2025
- Net transaction value
- +$65,960
- SEC form
- 4
- Accepted by SEC
- 27 May 2025, 18:08:43 UTC
- Prior SEC filing
- 26 Nov 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Justin B. Stiefel, attorney-in-fact for Jeffrey P. Wensel
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Jeffrey P. Wensel filed Form 4 for Heritage Distilling Holding Company, Inc. (CASK) on 27 May 2025.
Change
- Previous filing in this sequence was filed on 26 Nov 2024.
- Current net transaction value: +$65,960.
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.
Reporting Owners (1)
CIK 0002044401
Primary reporting owner
Wensel Jeffrey P
- Relationship
- Director
- Address
- C/O HERITAGE DISTILLING HOLDING COMPANY, 9668 BUJACICH ROAD, GIG HARBOR
- Signature
- /s/ Justin B. Stiefel, attorney-in-fact for Jeffrey P. Wensel
- Signature date
- 27 May 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
CASK
transaction
Common Stock
Options Exercise
- Transaction value
- $53,000
- Shares
- +100,000
- Change %
- +364%
- Price
- $0.5300
- Shares after
- 127,443
- Date
- 22 May 2025
- Ownership
- Direct
CASK
transaction
Common Stock
Options Exercise
- Transaction value
- $12,960
- Shares
- +24,000
- Change %
- +19%
- Price
- $0.5400
- Shares after
- 151,443
- Date
- 24 May 2025
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CASK
transaction
Derivative
Restricted Stock Units
Award
- Transaction value
- $0
- Shares
- +100,000
- Change %
- Price
- $0.000000
- Shares after
- 100,000
- Date
- 22 May 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 100,000
- Exercise price
- Footnotes
- F1, F2
CASK
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -100,000
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 22 May 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 100,000
- Exercise price
- Footnotes
- F1, F2
CASK
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -24,000
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 24 May 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 24,000
- Exercise price
- Footnotes
- F1, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock.
Footnote F2
The RSUs vested in full immediately upon grant on May 22, 2025.
Footnote F3
The RSUs were granted on June 5, 2024 subject to a vesting condition tied to the expiration of a lock-up agreement. The RSUs vested and settled on May 24, 2025 upon the lock-up's expiration.