Heritage Distilling Holding Company Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:CASK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Nov 24	BuyUS$10,000	Christopher Smith	Individual	2,500	US$4.00
25 Nov 24	BuyUS$10,000	Eric Trevan	Individual	2,500	US$4.00
25 Nov 24	BuyUS$5,000	Jeffery Wensel	Individual	1,250	US$4.00
22 Nov 24	BuyUS$10,013	Eric Trevan	Individual	2,894	US$3.46

Insider Trading Volume

Insider Buying: CASK insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CASK?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	684,061	14%
Individual Insiders	911,929	18.6%
General Public	3,294,915	67.4%

Dilution of Shares: CASK only recently listed within the past 12 months

Top Shareholders

Top 12 shareholders own 32.63% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.32%	Bortel Investment Management, LLC	358,000	US$938.0k	-88%	100.0%
6.67%	Anson Group	326,061	US$854.3k	-11.2%	0.13%
6.66%	Douglas George	325,501	US$852.8k	-15.8%	no data
6.64%	Daniel Cathcart	325,000	US$851.5k	-36.6%	no data
2.16%	Jennifer Stiefel	105,543	US$276.5k	179%	no data
2.16%	Justin Stiefel	105,543	US$276.5k	670%	no data
0.56%	Jeffery Wensel	27,443	US$71.9k	4.77%	no data
0.26%	Troy Alstead	12,500	US$32.8k	0%	no data
0.11%	Eric Trevan	5,394	US$14.1k	0%	no data
0.051%	Michael Carrosino	2,500	US$6.6k	0%	no data
0.051%	Christopher Smith	2,500	US$6.6k	0%	no data
0.0001%	Beth Marker	5	US$12.8	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 00:40
End of Day Share Price	2024/12/24 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Heritage Distilling Holding Company, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution