Heritage Distilling Holding Company, Inc.

NasdaqCM:CASK Stock Report

Market Cap: US$3.2m

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
DateValueNameEntityRoleSharesMax Price
14 Feb 25BuyUS$58,425Andrew VargaIndividual47,500US$1.23
13 Feb 25BuyUS$9,933Beth MarkerIndividual8,500US$1.17
07 Feb 25BuyUS$6,513Jennifer StiefelIndividual5,366US$1.23
07 Feb 25BuyUS$6,513Justin StiefelIndividual5,366US$1.23
14 Jan 25BuyUS$6,350Andrew VargaIndividual5,000US$1.27
25 Nov 24BuyUS$10,000Christopher SmithIndividual2,500US$4.00
25 Nov 24BuyUS$10,000Eric TrevanIndividual2,500US$4.00
25 Nov 24BuyUS$5,000Jeffery WenselIndividual1,250US$4.00
22 Nov 24BuyUS$10,013Eric TrevanIndividual2,894US$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 TypeNumber of SharesOwnership Percentage
Institutions112,1591.62%
Hedge Funds873,37112.6%
Individual Insiders987,41114.3%
General Public4,948,62371.5%

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

Top Shareholders

Top 23 shareholders own 28.5% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.45%
Anson Group
515,371US$237.1k40.4%0.03%
5.17%
Bortel Investment Management, LLC
358,000US$164.7k-88%100.0%
4.7%
Douglas George
325,501US$149.7k-15.8%no data
4.7%
Daniel Cathcart
325,000US$149.5k-36.6%no data
1.6%
Jennifer Stiefel
110,909US$51.0k5.08%no data
1.6%
Justin Stiefel
110,909US$51.0k5.08%no data
0.76%
Andrew Varga
52,500US$24.2k0%no data
0.64%
Mattern Wealth Management LLC
44,255US$20.4k0%no data
0.4%
Jeffery Wensel
27,443US$12.6k0%no data
0.26%
Royal Bank of Canada, Banking & Securities Investments
18,171US$8.4k0%no data
0.22%
UBS Asset Management AG
15,039US$6.9k0%no data
0.18%
Troy Alstead
12,500US$5.8k0%no data
0.16%
Two Sigma Securities, LLC, Asset Management Arm
10,969US$5.0k0%no data
0.14%
Sowell Financial Services, LLC
10,000US$4.6k0%no data
0.14%
Clear Street Llc, Asset Management Arm
10,000US$4.6k0%no data
0.12%
Beth Marker
8,505US$3.9k170,000%no data
0.078%
Eric Trevan
5,394US$2.5k0%no data
0.054%
Matthew Swann
3,750US$1.7k0%no data
0.043%
IFP Advisors, LLC
3,000US$1.4k0%no data
0.036%
Michael Carrosino
2,500US$1.2k0%no data
0.036%
Christopher Smith
2,500US$1.2k0%no data
0.0087%
Morgan Stanley, Investment Banking and Brokerage Investments
600US$276.00%no data
0.0018%
Transce3nd, LLC
125US$57.60%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/05 07:57
End of Day Share Price 2025/05/05 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

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.