Latest filings (excl ownership)
10-Q
2024 Q3
Quarterly report
6 Jun 24
8-K
The Duckhorn Portfolio Announces Fiscal
6 Jun 24
8-K
Beverage Industry Leader Dave Burwick Joins
22 May 24
8-K
Adds Two New Members to the Board of Directors
1 May 24
DEFM14C
Information related to merger
28 Mar 24
PREM14C
Preliminary information related to merger
18 Mar 24
10-Q
2024 Q2
Quarterly report
7 Mar 24
8-K
The Duckhorn Portfolio Announces Fiscal
7 Mar 24
8-K
Submission of Matters to a Vote of Security Holders
24 Jan 24
8-K
Departure of Directors or Certain Officers
12 Jan 24
10-Q
2024 Q1
Quarterly report
6 Dec 23
8-K
The Duckhorn Portfolio Announces Fiscal
6 Dec 23
DEFA14A
Additional proxy soliciting materials
22 Nov 23
DEF 14A
Definitive proxy
22 Nov 23
8-K
The Duckhorn Portfolio Announces an Agreement to Acquire Sonoma-Cutrer Vineyards
16 Nov 23
10-K/A
2023 FY
Annual report (amended)
19 Oct 23
8-K
Initiates Search for New Leader
27 Sep 23
10-K
2023 FY
Annual report
27 Sep 23
8-K
The Duckhorn Portfolio Announces Fourth Quarter and Fiscal Year 2023 Financial Results
27 Sep 23
10-Q
2023 Q3
Quarterly report
8 Jun 23
8-K
The Duckhorn Portfolio Announces Third Quarter 2023 Financial Results
8 Jun 23
8-K
The Duckhorn Portfolio Names Jennifer Fall Jung Chief Financial Officer
23 May 23
8-K
Entry into a Material Definitive Agreement
5 May 23
8-K
The Duckhorn Portfolio, Inc. to Acquire North Coast Winery and Vineyards
4 May 23
8-K
Entry into a Material Definitive Agreement
5 Apr 23
424B7
Prospectus with selling stockholder info
5 Apr 23
424B7
Prospectus with selling stockholder info
3 Apr 23
10-Q
2023 Q2
Quarterly report
8 Mar 23
8-K
The Duckhorn Portfolio Announces Second Quarter 2023 Financial Results
8 Mar 23
8-K/A
Submission of Matters to a Vote of Security Holders
3 Mar 23
8-K
Amendments to Articles of Incorporation or Bylaws
24 Jan 23
10-K/A
2022 FY
Annual report (amended)
30 Dec 22
10-Q
2023 Q1
Quarterly report
7 Dec 22
8-K
The Duckhorn Portfolio Announces First Quarter 2023 Financial Results
7 Dec 22
8-K
The Duckhorn Portfolio Announces Planned CFO Retirement in Spring 2023 and Transition Plan
7 Dec 22
DEFA14A
Additional proxy soliciting materials
23 Nov 22
DEF 14A
Definitive proxy
23 Nov 22
PRE 14A
Preliminary proxy
10 Nov 22
8-K
Entry into a Material Definitive Agreement
4 Nov 22
10-K
2022 FY
Annual report
28 Sep 22
Latest ownership filings
4
Jung Jennifer Fall
20 Sep 24
4
Sean B.A. Sullivan
20 Sep 24
4
Pete Przybylinski
20 Sep 24
4
Zach Rasmuson
20 Sep 24
4
Jung Jennifer Fall
21 Jun 24
4
David A Burwick
23 May 24
3
David A Burwick
23 May 24
4
Deirdre Mahlan
1 May 24
3
Timothy M Nall
1 May 24
3
Marshall Farrer
1 May 24
SC 13D
BROWN FORMAN CORP
1 May 24
3
Initial statement of insider ownership
1 May 24
4
Sean B.A. Sullivan
10 Apr 24
144
Notice of proposed sale of securities
9 Apr 24
4
Deirdre Mahlan
29 Mar 24
144
Notice of proposed sale of securities
28 Mar 24
4
Zach Rasmuson
19 Mar 24
4
Pete Przybylinski
19 Mar 24
4
Sean B.A. Sullivan
19 Mar 24
SC 13G/A
Select Equity Group, L.P.
14 Feb 24
SC 13G/A
Mallard Holdco, LLC
14 Feb 24
4
MELANIE COX
19 Jan 24
4
Adriel G Lares
19 Jan 24
4
Michelle J. Gloeckler
19 Jan 24
4
Sean B.A. Sullivan
16 Jan 24
144
Notice of proposed sale of securities
16 Jan 24
144
Notice of proposed sale of securities
12 Jan 24
4
Pete Przybylinski
10 Jan 24
4
Zach Rasmuson
10 Jan 24
144
Notice of proposed sale of securities
8 Jan 24
144
Notice of proposed sale of securities
8 Jan 24
4
Zach Rasmuson
20 Dec 23
4
Sean B.A. Sullivan
20 Dec 23
4
Deirdre Mahlan
11 Dec 23
4
Jung Jennifer Fall
13 Oct 23
4
Sean B.A. Sullivan
13 Oct 23
4
Zach Rasmuson
13 Oct 23
4
Gayle Bartscherer
13 Oct 23
4
Pete Przybylinski
13 Oct 23
4
Deirdre Mahlan
5 Oct 23