Former Lawyer Went From $50K To $5.3M Trading Options

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Slaving away for 70 hrs a week as a lawyer in Chicago, I was miserable.

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I grew my $50K into $5.3M

I'll show you how I did it here.

NAPA Insider Trading (Duckhorn Portfolio)

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 3.70%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $241,829,411.11

Duckhorn Portfolio Insider Trading History Chart

Duckhorn Portfolio Share Price & Price History

^$20.00

▼ -1.06 (-5.03%)

As of 07/1/2022 01:00 AM ET

Days: 30 | 90 | 365

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Duckhorn Portfolio Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/3/2022	Alex Ryan	Insider	Sell	25,942	$21.88	$567,610.96	1,568,901
5/16/2022	Pete Przybylinski	Insider	Sell	5,914	$20.02	$118,398.28	454,432
5/13/2022	Sean B.A. Sullivan	Insider	Sell	15,761	$20.10	$316,796.10	166,655
5/11/2022	Sean B.A. Sullivan	Insider	Sell	2,400	$20.00	$48,000.00	182,416
5/6/2022	Sean B.A. Sullivan	Insider	Sell	100	$20.00	$2,000.00	184,816
5/4/2022	Zach Rasmuson	Insider	Sell	12,500	$20.10	$251,250.00	447,685
4/1/2022	Zach Rasmuson	Insider	Sell	12,500	$18.33	$229,125.00
12/14/2021	Zach Rasmuson	Insider	Sell	5,142	$22.51	$115,746.42
11/15/2021	Sean B.A. Sullivan	Insider	Sell	5,000	$19.89	$99,450.00
11/12/2021	Mallard Holdco, Llc	Major Shareholder	Sell	626,467	$19.63	$12,297,547.21
10/19/2021	Mallard Holdco, Llc	Major Shareholder	Sell	11,497,000	$19.63	$225,686,110.00
10/18/2021	Sean B.A. Sullivan	Insider	Sell	5,000	$19.85	$99,250.00
10/5/2021	Carol Reber	Insider	Sell	14,337	$24.25	$347,672.25
9/29/2021	Alex Ryan	Insider	Sell	1,080	$23.00	$24,840.00
9/27/2021	Zach Rasmuson	Insider	Sell	9,442	$22.56	$213,011.52
9/23/2021	Alex Ryan	Insider	Sell	14,714	$22.27	$327,680.78
9/16/2021	Pete Przybylinski	Insider	Sell	31,115	$22.00	$684,530.00
9/14/2021	Alex Ryan	Insider	Sell	17,693	$22.63	$400,392.59
3/22/2021	Mallard Holdco, Llc	Major Shareholder	Sell	9,666,667	$14.06	$135,913,338.02

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SEC Filings (Institutional Ownership Changes) for Duckhorn Portfolio (NYSE:NAPA)

95.72% of Duckhorn Portfolio stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Duckhorn Portfolio Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/30/2022	Amalgamated Bank	5,338	$97K	0.0%	N/A	0.005%
6/7/2022	Bank of America Corp DE	412,002	$7.50M	0.0%	+1.5%	0.358%
5/20/2022	Toroso Investments LLC	11,646	$0.21M	0.0%	+23.2%	0.010%
5/17/2022	Quantbot Technologies LP	10,171	$0.19M	0.0%	N/A	0.009%
5/17/2022	Royal Bank of Canada	1,205,981	$21.94M	0.0%	+0.9%	1.048%
5/17/2022	Select Equity Group L.P.	6,566,913	$119.45M	0.4%	+5.2%	5.707%
5/17/2022	Dynamic Technology Lab Private Ltd	52,982	$0.96M	0.1%	N/A	0.046%
5/16/2022	California State Teachers Retirement System	39,609	$0.72M	0.0%	-9.6%	0.034%
5/16/2022	Goldman Sachs Group Inc.	238,182	$4.33M	0.0%	+597.6%	0.207%
5/16/2022	PDT Partners LLC	31,026	$0.56M	0.0%	-59.1%	0.027%
5/16/2022	Wellington Management Group LLP	19,830	$0.36M	0.0%	N/A	0.017%
5/16/2022	State Street Corp	740,447	$13.47M	0.0%	+18.3%	0.644%
5/16/2022	Engineers Gate Manager LP	89,004	$1.62M	0.1%	N/A	0.077%
5/16/2022	UBS Group AG	6,749	$0.12M	0.0%	-55.6%	0.006%
5/16/2022	Hsbc Holdings PLC	20,293	$0.38M	0.0%	+73.9%	0.018%
5/13/2022	Renaissance Technologies LLC	40,300	$0.73M	0.0%	+247.4%	0.035%
5/13/2022	Northern Trust Corp	305,923	$5.57M	0.0%	-6.8%	0.266%
5/13/2022	Charles Schwab Investment Management Inc.	235,309	$4.28M	0.0%	+1.6%	0.205%
5/13/2022	Wasatch Advisors Inc.	4,424,421	$80.48M	0.4%	-3.2%	3.845%
5/13/2022	Arrowstreet Capital Limited Partnership	132,418	$2.41M	0.0%	-41.2%	0.115%
5/13/2022	Federated Hermes Inc.	2,279,202	$41.46M	0.1%	+7.5%	1.981%
5/13/2022	American International Group Inc.	17,812	$0.32M	0.0%	-6.6%	0.015%
5/13/2022	Vanguard Group Inc.	3,458,959	$62.92M	0.0%	+3.2%	3.006%
5/13/2022	Lord Abbett & CO. LLC	994,249	$18.09M	0.0%	-20.3%	0.864%
5/12/2022	Westwood Holdings Group Inc.	1,723,856	$31.36M	0.3%	+27.4%	1.498%
5/12/2022	BlackRock Inc.	2,287,931	$41.62M	0.0%	+3.1%	1.988%
5/12/2022	Rhumbline Advisers	38,905	$0.71M	0.0%	+12.1%	0.034%
5/12/2022	Metropolitan Life Insurance Co NY	2,554	$46K	0.0%	-74.8%	0.002%
5/12/2022	MetLife Investment Management LLC	21,275	$0.39M	0.0%	+55.4%	0.018%
5/12/2022	Citigroup Inc.	2,323	$43K	0.0%	-82.9%	0.002%
5/12/2022	Oppenheimer Asset Management Inc.	56,293	$1.02M	0.0%	+1.2%	0.049%
5/12/2022	HighTower Advisors LLC	11,824	$0.21M	0.0%	+27.4%	0.010%
5/11/2022	Bank of New York Mellon Corp	151,571	$2.76M	0.0%	+9.9%	0.132%
5/11/2022	Massachusetts Financial Services Co. MA	1,765,210	$32.11M	0.0%	+26.9%	1.534%
5/11/2022	Raymond James & Associates	25,384	$0.46M	0.0%	+2.5%	0.022%
5/11/2022	JPMorgan Chase & Co.	38,511	$0.70M	0.0%	+31.6%	0.033%
5/9/2022	Swiss National Bank	68,000	$1.24M	0.0%	+7.4%	0.059%
5/9/2022	Qube Research & Technologies Ltd	15,654	$0.29M	0.0%	+41.9%	0.014%
5/5/2022	National Bank of Canada FI	14,900	$0.27M	0.0%	-3.9%	0.013%
5/5/2022	New York State Common Retirement Fund	25,461	$0.46M	0.0%	+30.8%	0.022%
5/4/2022	Advisor Group Holdings Inc.	14,397	$0.42M	0.0%	-3.4%	0.013%
5/4/2022	Victory Capital Management Inc.	15,466	$0.30M	0.0%	N/A	0.013%
5/4/2022	Envestnet Asset Management Inc.	28,147	$0.51M	0.0%	+40.5%	0.024%
4/29/2022	SG Americas Securities LLC	18,531	$0.34M	0.0%	+176.4%	0.016%
4/25/2022	Assenagon Asset Management S.A.	19,177	$0.35M	0.0%	-83.7%	0.017%
4/21/2022	Zurcher Kantonalbank Zurich Cantonalbank	2,711	$49K	0.0%	-65.9%	0.002%
3/3/2022	Walleye Capital LLC	18,916	$0.44M	0.0%	N/A	0.016%
2/25/2022	Westwood Holdings Group Inc.	1,353,375	$31.59M	0.3%	N/A	1.176%
2/16/2022	Wasatch Advisors Inc.	4,572,917	$106.73M	0.4%	-1.4%	3.975%
2/16/2022	Wellington Shields & Co. LLC	99,739	$2.33M	0.5%	-36.1%	0.087%
2/15/2022	Wellington Shields Capital Management LLC	187,901	$4.39M	0.6%	-1.7%	0.163%
2/15/2022	Select Equity Group L.P.	6,241,006	$145.67M	0.4%	+53.9%	5.425%
2/15/2022	Kingdon Capital Management L.L.C.	315,083	$7.35M	0.8%	+169.3%	0.274%
2/14/2022	PDT Partners LLC	75,789	$1.77M	0.1%	N/A	0.066%
2/10/2022	Rhumbline Advisers	34,709	$0.81M	0.0%	+99.1%	0.030%
2/10/2022	Qube Research & Technologies Ltd	11,032	$0.26M	0.0%	N/A	0.010%
2/10/2022	Massachusetts Financial Services Co. MA	1,390,981	$32.47M	0.0%	+12.4%	1.209%
2/9/2022	VELA Investment Management LLC	39,393	$0.92M	0.6%	N/A	0.034%
2/8/2022	Bank of America Corp DE	405,925	$9.47M	0.0%	+1,322.0%	0.353%
2/8/2022	Raymond James & Associates	24,758	$0.58M	0.0%	+44.3%	0.022%
2/8/2022	Swiss National Bank	63,300	$1.48M	0.0%	N/A	0.055%
2/8/2022	Northern Trust Corp	328,337	$7.66M	0.0%	+79.1%	0.285%
2/7/2022	SG Americas Securities LLC	6,704	$0.16M	0.0%	-22.4%	0.006%
2/4/2022	Envestnet Asset Management Inc.	20,037	$0.47M	0.0%	+11.9%	0.017%
2/3/2022	Advisor Group Holdings Inc.	14,899	$0.35M	0.0%	+20.2%	0.013%
2/2/2022	New York State Common Retirement Fund	19,465	$0.45M	0.0%	+11.1%	0.017%
2/2/2022	Oppenheimer Asset Management Inc.	55,627	$1.30M	0.0%	+10.4%	0.048%
2/1/2022	Zurcher Kantonalbank Zurich Cantonalbank	7,958	$0.19M	0.0%	N/A	0.007%
2/1/2022	Assenagon Asset Management S.A.	117,356	$2.74M	0.0%	N/A	0.102%
2/1/2022	Qube Research & Technologies Ltd	11,032	$0.26M	0.0%	N/A	0.010%
1/28/2022	Allspring Global Investments Holdings LLC	5,837	$0.14M	0.0%	N/A	0.005%
1/27/2022	Bessemer Group Inc.	8,712	$0.20M	0.0%	N/A	0.008%
1/27/2022	Brown Advisory Inc.	10,473	$0.24M	0.0%	N/A	0.009%
1/24/2022	National Bank of Canada FI	15,500	$0.36M	0.0%	N/A	0.013%
1/21/2022	Rheos Capital Works Inc.	240,000	$5.60M	0.2%	N/A	0.209%
1/10/2022	Patriot Financial Group Insurance Agency LLC	9,250	$0.22M	0.0%	+36.0%	0.008%
12/1/2021	Balyasny Asset Management LLC	201,701	$4.62M	0.0%	+605.9%	0.175%
11/15/2021	Cubist Systematic Strategies LLC	24,203	$0.55M	0.0%	-63.5%	0.021%
11/15/2021	Marshall Wace LLP	129,098	$2.96M	0.0%	-26.1%	0.112%
11/15/2021	Royal Bank of Canada	1,040,232	$23.81M	0.0%	+24,097.1%	0.904%
11/15/2021	Balyasny Asset Management LLC	201,701	$4.62M	0.0%	+605.9%	0.175%
11/15/2021	FIL Ltd	1,203,806	$27.56M	0.0%	-0.4%	1.046%
11/15/2021	Dark Forest Capital Management LP	40,252	$0.92M	0.3%	N/A	0.035%
11/15/2021	Lombard Odier Asset Management USA Corp	12,588	$0.29M	0.0%	N/A	0.011%
11/12/2021	Wasatch Advisors Inc.	4,638,371	$106.17M	0.4%	+13.2%	4.032%
11/12/2021	Macquarie Group Ltd.	974,807	$22.31M	0.0%	+11.6%	0.847%
11/12/2021	The Manufacturers Life Insurance Company	9,873	$0.23M	0.0%	-6.8%	0.009%
11/12/2021	Arrowstreet Capital Limited Partnership	42,840	$0.98M	0.0%	+305.4%	0.037%
11/12/2021	Oppenheimer Asset Management Inc.	50,372	$1.15M	0.0%	+33.3%	0.044%
11/12/2021	Geode Capital Management LLC	336,109	$7.69M	0.0%	+1.1%	0.292%
11/10/2021	Goldman Sachs Group Inc.	68,652	$1.57M	0.0%	-7.3%	0.060%
11/10/2021	Panagora Asset Management Inc.	14,492	$0.33M	0.0%	N/A	0.013%
11/10/2021	Wellington Shields Capital Management LLC	191,057	$4.37M	0.6%	+0.3%	0.166%
11/10/2021	Citigroup Inc.	2,263	$52K	0.0%	+135.5%	0.002%
11/10/2021	Healthcare of Ontario Pension Plan Trust Fund	38,828	$0.89M	0.0%	N/A	0.034%
11/10/2021	Alliancebernstein L.P.	14,800	$0.34M	0.0%	-14.9%	0.013%
11/10/2021	Massachusetts Financial Services Co. MA	1,237,171	$28.32M	0.0%	-27.9%	1.075%
11/9/2021	Lord Abbett & CO. LLC	1,212,690	$27.76M	0.1%	-4.1%	1.054%
11/9/2021	BlackRock Inc.	1,283,223	$29.37M	0.0%	-1.5%	1.115%
11/4/2021	Deutsche Bank AG	26,349	$0.60M	0.0%	+106.0%	0.023%

Data available starting January 2016

The Duckhorn Portfolio, Inc. produces and sells wines in North America. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark. The company sells wines to distributors, and directly to retail accounts and consumers. The company was formerly known as Mallard Intermediate, Inc. and changed its name to The Duckhorn Portfolio, Inc. in February 2021. The Duckhorn Portfolio, Inc. was founded in 1976 and is headquartered in Saint Helena, California.

Today's Range

Now: $20.00

$19.60

$20.99

50 Day Range

MA: $19.91

$18.64

$21.60

52 Week Range

Now: $20.00

$17.20

$25.25

Volume

871,383 shs

Average Volume

336,673 shs

Market Capitalization

$2.30 billion

P/E Ratio

37.04

Dividend Yield

N/A

Beta

0.16

Who are the company insiders with the largest holdings of Duckhorn Portfolio?: Duckhorn Portfolio's top insider shareholders include:
Alex Ryan (Insider)
Pete Przybylinski (Insider)
Zach Rasmuson (Insider)
Sean BA Sullivan (Insider)
Carol Reber (Insider)
Mallard Holdco, Llc (Major Shareholder)
Learn More about top insider investors at Duckhorn Portfolio.

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