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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-May-24 8:21 PM View:  | Duckhorn Portfolio, Inc. (NAPA) | 30-Apr-24 | Grant | 354,191 | -- | -- | 309% 114.59K to 468.78K | |
| 29-Mar-24 12:42 PM View: | Duckhorn Portfolio, Inc. (NAPA) | 28-Mar-24 | Sale | 29,681 | $9.23 | $273,932.00 | (21%) 144.27K to 114.59K | |
| 11-Dec-23 4:40 PM View: | Duckhorn Portfolio, Inc. (NAPA) | 11-Dec-23 | Private Purchase | 5,000 | $8.99 | $44,942.50 | 4% 139.27K to 144.27K | |
| 05-Oct-23 9:31 AM View: | Duckhorn Portfolio, Inc. (NAPA) | 04-Oct-23 | Private Purchase | 5,000 | $9.95 | $49,749.50 | 4% 134.27K to 139.27K | |
| 29-Sep-23 5:25 PM View: | Duckhorn Portfolio, Inc. (NAPA) | 27-Sep-23 | Grant | 115,089 | -- | -- | 600% 19.18K to 134.27K | |
| 24-Jan-23 7:46 PM View: | Duckhorn Portfolio, Inc. (NAPA) | 20-Jan-23 | Grant | 6,748 | -- | -- | 54% 12.43K to 19.18K | |
| 21-Jan-22 8:58 PM View: | Duckhorn Portfolio, Inc. (NAPA) | 19-Jan-22 | Grant | 5,434 | -- | -- | 78% 7.0K to 12.43K | |
| 04-Nov-21 4:46 PM View: | Kimberly-Clark Corp. (KMB) | 02-Nov-21 | Market Purchase | 25 | $129.67 | $3,241.75 | 100% 0 to 25 | 2% |