Duckhorn Portfolio Ownership

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

Recent Insider Transactions

NYSE:NAPA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Apr 24	SellUS$224,750	Sean Sullivan	Individual	25,000	US$8.99
28 Mar 24	SellUS$273,932	Deirdre Mahlan	Individual	29,681	US$9.23
16 Jan 24	SellUS$138,934	Sean Sullivan	Individual	15,000	US$9.50
10 Jan 24	SellUS$1,000,491	Pete Przybylinski	Individual	100,000	US$10.01
08 Jan 24	SellUS$80,010	Zach Rasmuson	Individual	8,000	US$10.00
11 Dec 23	BuyUS$44,943	Deirdre Mahlan	Individual	5,000	US$8.99

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of NAPA?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	4,050,601	2.62%
Private Companies	5,779,734	3.74%
Public Companies	31,531,532	20.4%
Institutions	51,322,163	33.2%
VC/PE Firms	61,795,016	40%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 27.6%.

Top Shareholders

Top 25 shareholders own 97.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
42%	TSG Consumer Partners, LP	61,795,016	US$681.0m	0%	51.97%
21.4%	Brown-Forman Corporation	31,531,532	US$347.5m	0%	no data
4.02%	Select Equity Group, L.P.	5,916,709	US$65.2m	-28.3%	0.22%
3.93%	Marlee Buyer, Inc.	5,779,734	US$63.7m	0%	no data
3.66%	The Vanguard Group, Inc.	5,380,788	US$59.3m	2.02%	no data
2.72%	BlackRock, Inc.	4,000,668	US$44.1m	0.43%	no data
2.6%	Massachusetts Financial Services Company	3,831,391	US$42.2m	2.63%	0.01%
2.49%	Westwood Management Corp.	3,663,304	US$40.4m	3.98%	0.31%
2.25%	River Road Asset Management, LLC	3,312,046	US$36.5m	6.1%	0.47%
2.18%	Dimensional Fund Advisors LP	3,213,596	US$35.4m	-4.82%	0.01%
1.65%	Royal Bank of Canada, Banking & Securities Investments	2,425,024	US$26.7m	17.2%	0.01%
1.09%	Alex Ryan	1,602,943	US$17.7m	3.58%	no data
1.07%	Hotchkis and Wiley Capital Management, LLC	1,578,600	US$17.4m	18%	0.05%
1.04%	Morgan Stanley, Investment Banking and Brokerage Investments	1,526,916	US$16.8m	5.87%	no data
0.82%	Verition Fund Management LLC	1,212,979	US$13.4m	107%	0.11%
0.82%	Geode Capital Management, LLC	1,201,434	US$13.2m	6.04%	no data
0.76%	State Street Global Advisors, Inc.	1,122,598	US$12.4m	8.19%	no data
0.7%	Castleknight Management LP	1,030,979	US$11.4m	-5.05%	1.5%
0.58%	Columbia Management Investment Advisers, LLC	849,198	US$9.4m	383%	no data
0.5%	Eaton Vance Management	738,475	US$8.1m	0%	no data
0.45%	Assenagon Asset Management S.A.	656,297	US$7.2m	-41%	0.01%
0.3%	Deirdre Mahlan	446,735	US$4.9m	-4.7%	no data
0.3%	Invenomic Capital Management LP	441,931	US$4.9m	0%	0.46%
0.3%	Northern Trust Global Investments	440,062	US$4.8m	1.18%	no data
0.28%	Pete Przybylinski	418,741	US$4.6m	8.2%	no data