Insider Transactions Reported by 20 Insiders of Duckhorn Portfolio, Inc.

Location
Saint Helena, CA

There are no Buy or Sell transactions made by insiders since 13 Mar 2025

Duckhorn Portfolio, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
BROWN FORMAN CORP 10%+ Owner $283,468,473 30 Apr 2024
Alex Ryan President, Chief Executive Officer., Director $15,813,747 19 Sep 2023
Lori Beaudoin Executive Vice President, Chief Financial Officer $7,967,749 16 Jun 2023
Carol Reber Executive Vice President, Chief Marketing and DTC Officer. $5,187,247 17 Mar 2022
Gayle Bartscherer Executive Vice President, Chief Marketing and DTC Officer. $734,082 11 Oct 2023
Melanie Cox Director $291,841 19 Jan 2024
Charles Esserman Director $0 19 Oct 2021
Jennifer Fall Jung Executive Vice President, Chief Financial Officer. $0 24 Dec 2024
Pete Przybylinski Executive Vice President, Chief Sales Officer. $0 24 Dec 2024
Deirdre Mahlan President and Chief Executive Officer, Director $0 24 Dec 2024
Mallard Holdco, LLC 10%+ Owner $0 24 Dec 2024
Sean B.a. Sullivan Executive Vice President, Chief Strategy and Legal Officer. $0 24 Dec 2024
David Burwick As Director $0 24 Dec 2024
Zach Rasmuson Executive Vice President, Chief Operating Officer. $0 24 Dec 2024
James L. O'Hara Director $0 24 Dec 2024
Adriel G. Lares Director $0 24 Dec 2024
Michelle J. Gloeckler Director $0 24 Dec 2024
MARLEE BUYER, INC. Former 10% Owner $0 24 Dec 2024
Timothy M. Nall Director 30 Apr 2024
Marshall B. Farrer Director 30 Apr 2024

Recent Insider Transactions by Companies or Individuals for Duckhorn Portfolio, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Mallard Holdco, LLC Common Stock Other -100% -61,404,559 0 24 Dec 2024 Direct
Marlee Buyer, Inc. Common Stock Disposed to Issuer -100% -6,377,923 0 24 Dec 2024 Direct
Jung Jennifer Fall Common Stock Disposed to Issuer -100% -90,032 0 24 Dec 2024 Direct
Jung Jennifer Fall Common Stock Disposed to Issuer -100% -1,500 0 24 Dec 2024 ESPP
Jung Jennifer Fall Company Stock Options Disposed to Issuer -100% -284,466 0 24 Dec 2024 Direct
James L. O'Hara Common Stock Disposed to Issuer -100% -308,736 0 24 Dec 2024 Direct
Deirdre Mahlan Common Stock Disposed to Issuer -100% -10,000 0 24 Dec 2024 By Trust
Deirdre Mahlan Common Stock Disposed to Issuer -100% -613,830 0 24 Dec 2024 Direct
Deirdre Mahlan Common Stock Options Exercise 177,095 177,095 24 Dec 2024 Direct
Deirdre Mahlan Performance-Based Restricted Stock Units Options Exercise -100% -177,095 0 24 Dec 2024 Direct
Pete Przybylinski Common Stock Disposed to Issuer -100% -130,208 0 24 Dec 2024 Direct
Pete Przybylinski Common Stock Disposed to Issuer -100% -288,533 0 24 Dec 2024 By trust
Pete Przybylinski Company Stock Options Disposed to Issuer -100% -453,322 0 24 Dec 2024 Direct
Michelle J. Gloeckler Common Stock Disposed to Issuer -100% -29,374 0 24 Dec 2024 Direct
Adriel G. Lares Common Stock Disposed to Issuer -100% -25,554 0 24 Dec 2024 Direct
Sean B.a. Sullivan Common Stock Disposed to Issuer -100% -156,996 0 24 Dec 2024 Direct
Sean B.a. Sullivan Common Stock Disposed to Issuer -100% -483 0 24 Dec 2024 ESPP
Sean B.a. Sullivan Company Stock Options Disposed to Issuer -100% -453,322 0 24 Dec 2024 Direct
Zach Rasmuson Common Stock Disposed to Issuer -100% -129,702 0 24 Dec 2024 Direct
Zach Rasmuson Common Stock Disposed to Issuer -100% -361,108 0 24 Dec 2024 By trust
Zach Rasmuson Company Stock Options Disposed to Issuer -100% -453,322 0 24 Dec 2024 Direct
David A. Burwick Common Stock Disposed to Issuer -100% -9,011 0 24 Dec 2024 Direct
Jung Jennifer Fall Common Stock Award 84.1% 41,113 90,012 09 Oct 2024 Direct
Jung Jennifer Fall Stock Options Award 123,399 123,399 09 Oct 2024 Direct
Sean B.a. Sullivan Common Stock Award 31.6% 37,705 156,996 09 Oct 2024 Direct
Sean B.a. Sullivan Stock Options Award 113,115 113,115 09 Oct 2024 Direct
Zach Rasmuson Common Stock Award 41% 37,705 129,702 09 Oct 2024 Direct
Zach Rasmuson Stock Options Award 113,115 113,115 09 Oct 2024 Direct
Pete Przybylinski Common Stock Award 40.8% 37,705 130,208 09 Oct 2024 Direct
Pete Przybylinski Stock Options Award 113,115 113,115 09 Oct 2024 Direct
Deirdre Mahlan Common Stock Tax liability -4.81% -22,046 436,735 27 Sep 2024 Direct
Jung Jennifer Fall Common Stock Tax liability -7.66% -4,055 48,899 19 Sep 2024 Direct
Sean B.a. Sullivan Common Stock Tax liability -4.82% -6,035 119,291 19 Sep 2024 Direct
Pete Przybylinski Common Stock Tax liability -6.12% -6,035 92,503 19 Sep 2024 Direct
Zach Rasmuson Common Stock Tax liability -6.16% -6,035 91,997 19 Sep 2024 Direct
Jung Jennifer Fall Common Stock Tax liability -1.37% -735 52,954 19 Jun 2024 Direct
David A. Burwick Common Stock Award 9,011 9,011 21 May 2024 Direct
Deirdre Mahlan Common Stock Award 338.6% 354,191 458,781 30 Apr 2024 Direct
Deirdre Mahlan Performance-based RSUs Award 177,095 177,095 30 Apr 2024 Direct
Sean B.a. Sullivan Common Stock Sale -16.6% $224,750 $8.99 -25,000 125,326 09 Apr 2024 Direct
Deirdre Mahlan Common Stock Sale -22.1% $273,932 $9.23 -29,681 104,590 28 Mar 2024 Direct
Zach Rasmuson Common Stock Tax liability -4.5% -4,622 98,032 17 Mar 2024 Direct
Pete Przybylinski Common Stock Tax liability -4.08% -4,191 98,491 17 Mar 2024 Direct
Sean B.a. Sullivan Common Stock Tax liability -2.89% -4,471 150,326 17 Mar 2024 Direct
Melanie Cox Common Stock Award 66.6% 12,775 31,957 19 Jan 2024 Direct
Adriel G. Lares Common Stock Award 100% 12,775 25,554 19 Jan 2024 Direct
Michelle J. Gloeckler Common Stock Award 77% 12,775 29,374 19 Jan 2024 Direct
Sean B.a. Sullivan Common Stock Sale -5.9% $88,583 $9.13 -9,700 154,797 16 Jan 2024 Direct
Sean B.a. Sullivan Common Stock Sale -3.12% $50,351 $9.50 -5,300 164,497 12 Jan 2024 Direct
Pete Przybylinski Common Stock Sale -6.96% $216,033 $10.00 -21,599 288,533 10 Jan 2024 By trust
* An asterisk sign (*) next to the price indicates that the price is likely invalid.