SEC ownership of Winc, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001782627.

Comparable stake leader

Bessemer Venture Partners VIII L.P.

Disclosed value leader

—

Comparable rows

0/11

Latest evidence

11 Sep 2022

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
11 Sep 2022
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001782627
Issuer location
Santa Monica, CA

Ownership snapshot

Top shareholders of Winc, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Bessemer Venture Partners...
Disclosed value leader
—
Comparable rows
0/11
Latest evidence
11 Sep 2022
3/4/5 Some rows are evidence-backed but not safely comparable across classes. 11 rows are not safely comparable across share classes. Showing 1-8 of 11 holder rows.

Quick read

SEC ownership evidence is available, but the rows are not safely comparable across share classes.

0 of 11 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Bessemer Venture Partners VIII L.P.'s linked filing trail.
Detailed SEC evidence table Showing 1-8 of 11 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Bessemer Venture Partners VIII L.P.
3/4/5
10%+ Owner
—
class O/S missing
—
1,633,905 shares
— 15 Nov 2021
Geoffrey McFarlane
3/4/5
Chief Executive Officer, Director
—
class O/S missing
—
1,130,535 shares
— 27 Jan 2022
Brian Patrick Smith
3/4/5
President, Director
—
class O/S missing
—
780,602 shares
— 27 Jan 2022
Matthew Jonathan Alan Thelen
3/4/5
Title of Reporting Person: General Counsel and Chief Strategy Officer
—
class O/S missing
—
283,216 shares
— 11 Sep 2022
Xiangwei Weng
3/4/5
Director
—
class O/S missing
—
231,323 shares
— 09 Jun 2022
Erin K. Green
3/4/5
Chief Operating Officer
—
class O/S missing
—
212,613 shares
— 06 Sep 2022
Carol Brault
3/4/5
Chief Financial Officer
—
class O/S missing
—
211,643 shares
— 06 Sep 2022
Mary Patricia B. Thompson
3/4/5
Director
—
class O/S missing
—
101,983 shares
— 09 Jun 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 14 Oct 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-11 of 11 reporting-owner rows connected to Winc, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
11
Largest Forms 3/4/5 holder
Alesia Lee Pinney
Net 12M change
$0
Latest report
11 Sep 2022
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Alesia Lee Pinney Director Mixed 09 Jun 2022
Bessemer Venture Partners VIII L.P. 10%+ Owner Mixed 15 Nov 2021
Xiangwei Weng Director Mixed 09 Jun 2022
Carol Brault Chief Financial Officer Mixed 06 Sep 2022
Erin K. Green Chief Operating Officer Mixed 06 Sep 2022
Laura Joukovski Director Mixed 09 Jun 2022
Matthew Jonathan Alan Thelen Title of Reporting Person: General Counsel and Chief Strategy Officer Mixed 11 Sep 2022
Patrick M. DeLong Director Mixed 09 Jun 2022
Mary Patricia B. Thompson Director Mixed 09 Jun 2022
Geoffrey McFarlane Chief Executive Officer, Director Mixed 27 Jan 2022
Brian Patrick Smith President, Director Mixed 27 Jan 2022

Recent insider transactions for Winc, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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