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Duckhorn Portfolio, Inc. 4 SEC Filings

Filed On Filing
27 Dec 2024 Form 4: Mallard Holdco, Llc, 10% owner

Disposed of 61,404,559 shares (Other Transaction) ($682M)

26 Dec 2024 Form 4: Marlee BUYER, Inc., Former 10% Owner and 3 others

Returned 6,377,923 shares to the issuer ($70.8M)

26 Dec 2024 Form 4: Przybylinski Pete, See Remarks

Returned 418,741 shares to the issuer · Disposed of 453,322 Company Stock Options (Disposition to Issuer)

26 Dec 2024 Form 4: Fall Jung Jennifer, See Remarks

Returned 91,532 shares to the issuer · Disposed of 284,466 Company Stock Options (Disposition to Issuer)

26 Dec 2024 Form 4: O'Hara James L., Director

Returned 308,736 shares to the issuer ($3.43M)

26 Dec 2024 Form 4: Mahlan Deirdre, Director

Received 177,095 shares by exercise or conversion · Returned 623,830 shares to the issuer ($6.92M)

26 Dec 2024 Form 4: Gloeckler Michelle J., Director

Returned 29,374 shares to the issuer ($326K)

26 Dec 2024 Form 4: Burwick David A, Director

Returned 9,011 shares to the issuer ($100K)

26 Dec 2024 Form 4: Esserman Charles, Director

Acquired 12,195 shares (Other Transaction) · Gave 12,195 shares as a gift

26 Dec 2024 Form 4: Sullivan Sean B.a., See Remarks

Returned 157,479 shares to the issuer · Disposed of 453,322 Company Stock Options (Disposition to Issuer)

26 Dec 2024 Form 4: Lares Adriel G, Director

Returned 25,554 shares to the issuer ($284K)

26 Dec 2024 Form 4: Rasmuson Zach, See Remarks

Returned 490,810 shares to the issuer · Disposed of 453,322 Company Stock Options (Disposition to Issuer)

11 Oct 2024 Form 4: Rasmuson Zach, See Remarks

Received 37,705 shares as a grant or award · Granted 113,115 Stock Options

11 Oct 2024 Form 4: Fall Jung Jennifer, See Remarks

Received 41,113 shares as a grant or award · Granted 123,399 Stock Options

11 Oct 2024 Form 4: Sullivan Sean B.a., See Remarks

Received 37,705 shares as a grant or award · Granted 113,115 Stock Options

11 Oct 2024 Form 4: Przybylinski Pete, See Remarks

Received 37,705 shares as a grant or award · Granted 113,115 Stock Options

30 Sep 2024 Form 4: Mahlan Deirdre, Director

Gave up 22,046 shares to cover exercise price or tax ($130K)

20 Sep 2024 Form 4: Fall Jung Jennifer, See Remarks

Gave up 4,055 shares to cover exercise price or tax ($24K)

20 Sep 2024 Form 4: Rasmuson Zach, See Remarks

Gave up 6,035 shares to cover exercise price or tax ($35.8K)

20 Sep 2024 Form 4: Przybylinski Pete, See Remarks

Gave up 6,035 shares to cover exercise price or tax ($35.8K)

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