Vintage Wine Estates, Inc. VWE
We take great care to ensure that the data presented and summarized in this overview for Vintage Wine Estates, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding VWE
View all-
Black Rock Inc. New York, NY214KShares$00.0% of portfolio
-
Next Capital Management LLC100KShares$00.0% of portfolio
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Baader Bank Aktiengesellschaft Unterschleissheim, 2M58.4KShares$00.0% of portfolio
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Td Waterhouse Canada Inc. Toronto, A613KShares$00.0% of portfolio
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Xtx Topco LTD London, X012.1KShares$00.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL11KShares$00.0% of portfolio
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Tiedemann Advisors, LLC10KShares$00.0% of portfolio
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Fine Mark National Bank & Trust Fort Myers, FL10KShares$00.0% of portfolio
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Verity Wealth Advisors10KShares$00.0% of portfolio
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Emc Capital Management Houston, TX9.07KShares$00.15% of portfolio
Latest Institutional Activity in VWE
Top Purchases
Top Sells
About VWE
Vintage Wine Estates, Inc. produces and sells wines and craft spirits in the United States, Canada, and internationally. The company offers its products under the Layer Cake, Firesteed, Bar Dog, Middle Sister, Cherry Pie, Cartlidge & Browne, GAZE Wine Cocktails, Girard, Clos Pegase, Laetitia Vineyard and Winery, Swanson Vineyards, Kunde Family Winery, Viansa, and B.R. Cohn Winery. It also owns and operates hospitality facilities; and provides bottling, fulfillment, and storage services to other companies on a contract basis. The company was founded in 2019 and is headquartered in Incline Village, Nevada.
Insider Transactions at VWE
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 07
2024
|
Kristina L Johnston Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
29,655
-2.83%
|
$0
$0.48 P/Share
|
|
Dec 21
2023
|
Jonathan Sebastiani Director |
BUY
Grant, award, or other acquisition
|
Direct |
78,316
+23.57%
|
-
|
|
Dec 21
2023
|
Lisa M. Schnorr Director |
BUY
Grant, award, or other acquisition
|
Direct |
78,316
+42.52%
|
-
|
|
Dec 21
2023
|
Timothy D Proctor Director |
BUY
Grant, award, or other acquisition
|
Direct |
78,316
+26.04%
|
-
|
|
Dec 21
2023
|
Candice Koederitz Director |
BUY
Grant, award, or other acquisition
|
Direct |
78,316
+43.33%
|
-
|
|
Dec 21
2023
|
Jon Moramarco Director |
BUY
Grant, award, or other acquisition
|
Direct |
78,316
+27.41%
|
-
|
|
Dec 21
2023
|
Robert L Berner Iii Director |
BUY
Grant, award, or other acquisition
|
Direct |
78,316
+9.15%
|
-
|
|
Dec 21
2023
|
Mark W.B. Harms Director |
BUY
Grant, award, or other acquisition
|
Direct |
78,316
+9.15%
|
-
|
|
Dec 13
2023
|
Patrick A Roney Executive Chairman |
BUY
Open market or private purchase
|
Indirect |
100,000
+19.59%
|
$0
$0.53 P/Share
|
|
Dec 07
2023
|
Bespoke Sponsor Capital LP |
SELL
Other acquisition or disposition
|
Direct |
333,333
-16.67%
|
-
|
|
Dec 07
2023
|
Zach Long Chief Operations Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
10,807
-1.41%
|
$0
$0.52 P/Share
|
|
Dec 07
2023
|
Robert L Berner Iii Director |
BUY
Other acquisition or disposition
|
Direct |
84,900
+10.83%
|
-
|
|
Dec 07
2023
|
Paul S Walsh Director |
BUY
Other acquisition or disposition
|
Direct |
84,900
+9.87%
|
-
|
|
Dec 07
2023
|
Timothy D Proctor Director |
BUY
Other acquisition or disposition
|
Direct |
833
+0.57%
|
-
|
|
Dec 07
2023
|
Candice Koederitz Director |
BUY
Other acquisition or disposition
|
Direct |
833
+3.34%
|
-
|
|
Nov 30
2023
|
Timothy D Proctor Director |
BUY
Open market or private purchase
|
Direct |
1,802
+1.24%
|
$0
$0.57 P/Share
|
|
Nov 29
2023
|
Timothy D Proctor Director |
BUY
Open market or private purchase
|
Direct |
30,050
+17.52%
|
$0
$0.57 P/Share
|
|
Nov 28
2023
|
Timothy D Proctor Director |
BUY
Open market or private purchase
|
Direct |
17,344
+13.47%
|
$0
$0.57 P/Share
|
|
Nov 27
2023
|
Timothy D Proctor Director |
BUY
Open market or private purchase
|
Direct |
20,236
+17.7%
|
$0
$0.56 P/Share
|
|
Nov 24
2023
|
Timothy D Proctor Director |
BUY
Open market or private purchase
|
Direct |
12,918
+14.89%
|
$0
$0.55 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 548K shares |
|---|
| Payment of exercise price or tax liability | 29.7K shares |
|---|