List of insiders holdings for VINTAGE WINE ESTATES INC WT EX:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | Roney Patrick A Executive Chairman 10% Owner | 2023-12-15 18:16:58 | 31,176,160 0 | 31,176,160 | Form 13D |
| 2 | MARITAL TRUST D UNDER THE LESLIE G. RUDD LIVING TRUST U/A/D 3/31/1999 AS AMENDED SLR NON-EXEMPT TRUST UAD 4/21/2018 Swank Darrell Dean Kay Steven Member of 10% owner group 10% Owner | 2021-06-17 13:36:14 | 9,799,980 0 | 9,799,980 | Form 3 |
| 3 | Kaufman Seth President and CEO | 2023-11-01 16:30:50 | 7,000,000 0 | 7,000,000 | Form 4 |
| 4 | Patrick A. Roney & Laura G. Roney Trust Roney Laura G 10% Owner | 2021-06-17 13:38:18 | 6,516,072 0 | 6,516,072 | Form 3 |
| 5 | Harms Mark W.B. Director 10% Owner | 2023-12-22 16:29:20 | 964,130 3,888,903 | 4,853,033 | Form 4 |
| 6 | Bespoke Sponsor Capital LP 10% Owner | 2023-12-11 18:05:47 | 4,222,236 0 | 4,222,236 | Form 4 |
| 7 | Johnston Kristina L Chief Financial Officer | 2024-03-11 16:30:42 | 1,927,804 0 | 1,927,804 | Form 4 |
| 8 | TGAM Agribusiness Fund Holdings LP TGAM Agribusiness Fund LP TGAM Agribusiness Fund-B LP Ourso A. Justin IV AGR Partners LLC Knudsen Ejnar A III TGAM Agribusiness Fund GP LLC 10% Owner | 2021-06-29 19:38:29 | 1,650,000 0 | 1,650,000 | Form 3/A |
| 9 | Long Zach Chief Operations Officer | 2023-12-08 16:39:43 | 1,463,176 0 | 1,463,176 | Form 4 |
| 10 | Sebastiani Jonathan Member of 10% owner group Director | 2023-12-22 16:25:13 | 253,947 1,134,946 | 1,388,893 | Form 4 |
| 11 | Sebastiani Jonathan Sonoma Brands II Select L.P. Sonoma Brands II L.P. Sonoma Brands VWE Co-Invest L.P. Sonoma Brands II GP LLC Sonoma Brands Partners II LLC Member of 10% owner group Director | 2021-06-17 13:27:39 | 0 1,134,946 | 1,134,946 | Form 3 |
| 12 | WALSH PAUL S Director | 2023-12-08 16:36:23 | 1,046,620 0 | 1,046,620 | Form 4 |
| 13 | BERNER ROBERT L III Director | 2023-12-22 16:28:55 | 964,130 0 | 964,130 | Form 4 |
| 14 | Nicholson Jeffrey Chief Operating Officer | 2021-06-17 12:13:42 | 708,697 0 | 708,697 | Form 4 |
| 15 | Sweeney Charles Martin 10% Owner | 2021-06-16 20:22:57 | 663,187 0 | 663,187 | Form 3 |
| 16 | Mickelson Marcia Mickelson James Martin A. & L. Kunde Trust #3 A. Kunde & L. Kunde GST Exempt GRAT fbo Marcia Mickelson Jim & Marcia Mickelson Living Trust Dated 4-11-01 Voting Trust FBO Marcia Mickelson U/T Kunde Living Trust Member of 10% owner group | 2021-06-17 14:01:11 | 0 517,899 | 517,899 | Form 3 |
| 17 | Kunde Jeffrey R Kunde Roberta A. & L. Kunde Trust #1 A. Kunde & L. Kunde GST Exempt GRAT fbo Jeff Kunde Voting Trust FBO Jeff Kunde U/T Kunde Living Trust Jeff & Roberta Kunde Living Trust Dated 6-16-95 Member of 10% owner group | 2021-06-17 13:45:39 | 0 517,899 | 517,899 | Form 3 |
| 18 | Roney Sean Member of 10% owner group | 2021-06-17 13:42:14 | 423,729 0 | 423,729 | Form 3 |
| 19 | DeVillers Katherine Chief Financial Officer | 2022-02-04 16:05:14 | 329,038 0 | 329,038 | Form 4 |
| 20 | Wheatley Terry President | 2023-02-09 20:30:00 | 290,552 0 | 290,552 | Form 4 |
| 21 | Proctor Timothy D Director | 2023-12-22 16:26:30 | 222,444 0 | 222,444 | Form 4 |
| 22 | MORAMARCO JON Director | 2023-12-22 16:27:54 | 207,366 0 | 207,366 | Form 4 |
| 23 | Butler Linda Member of 10% owner group | 2021-06-17 14:04:23 | 139,525 0 | 139,525 | Form 3 |
| 24 | Schnorr Lisa M. Director | 2023-12-22 16:25:49 | 105,866 0 | 105,866 | Form 4 |
| 25 | Koederitz Candice Director | 2023-12-22 16:27:06 | 102,444 0 | 102,444 | Form 4 |
| 26 | Daigneault Vicki Member of 10% owner group | 2021-06-22 10:29:43 | 6,185 0 | 6,185 | Form 3 |
| 27 | Ruggirello Michell Bernadette Member of 10% owner group | 2021-06-28 16:34:17 | 5,285 0 | 5,285 | Form 3 |
| 28 | Joy Russell G Chief Operating Officer | 2021-11-12 16:05:19 | 0 0 | 0 | Form 3 |
| 29 | Strom Steven Director | 2024-04-03 16:29:31 | 0 0 | 0 | Form 3 |
| 30 | Smith Ivona Director | 2024-07-15 16:18:52 | 0 0 | 0 | Form 3 |