Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duckhorn Portfolio, Inc.NAPA · Entity 84733 | Director | January 19, 2024 | January 19, 2024 |
| Revolve Group, Inc.RVLV · Entity 4653 | Director | June 05, 2026 | June 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Duckhorn Portfolio, Inc.
Report date January 19, 2024 · Filed January 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,957 |
Reported balance
After 2024-01-19 transaction · row 1
1 source rowRow 1 · 2024-01-19 · Grant · Acquired 12,775 · Balance 31,957 |
Revolve Group, Inc.
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 32,887 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 5,297 · Balance 32,887 F1: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"). Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests. One hundred percent (100%) of the RSUs will vest upon the earlier of (i) the one-year anniversary of the date of grant of the award or (ii) the day prior to the date of the next annual meeting of the Issuer's stockholders that occurs following the date of grant of the award, in each case, subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the RSUs will become fully vested, subject to continued service as a non-employee director through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"). Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests. One hundred percent (100%) of the RSUs will vest upon the earlier of (i) the one-year anniversary of the date of grant of the award or (ii) the day prior to the date of the next annual meeting of the Issuer's stockholders that occurs following the date of grant of the award, in each case, subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the RSUs will become fully vested, subject to continued service as a non-employee director through such date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 05, 2026 Filed Jun 9, 2026 16:15 UTC | Revolve Group, Inc. RVLV · Entity 4653 | GrantClass A Common Stock | 5,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-263764 · ownership.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,887 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"). Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests. One hundred percent (100%) of the RSUs will vest upon the earlier of (i) the one-year anniversary of the date of grant of the award or (ii) the day prior to the date of the next annual meeting of the Issuer's stockholders that occurs following the date of grant of the award, in each case, subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the RSUs will become fully vested, subject to continued service as a non-employee director through such date. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 16:10 UTC | Revolve Group, Inc. RVLV · Entity 4653 | GrantClass A Common Stock | 4,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084301 · ownership.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,590 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"). Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests. One hundred percent (100%) of the RSUs will vest upon the earlier of (i) the one-year anniversary of the date of grant of the award or (ii) the day prior to the date of the next annual meeting of the Issuer's stockholders that occurs following the date of grant of the award, in each case, subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the RSUs will become fully vested, subject to continued service as a non-employee director through such date. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 16:15 UTC | Revolve Group, Inc. RVLV · Entity 4653 | GrantClass A Common Stock | 5,567 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071910 · ownership.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,102 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"). Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests. One hundred percent (100%) of the RSUs will vest upon the earlier of (i) the one-year anniversary of the date of grant of the award or (ii) the day prior to the date of the next annual meeting of the Issuer's stockholders that occurs following the date of grant of the award, in each case, subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the RSUs will become fully vested, subject to continued service as a non-employee director through such date. Read SEC document |
| January 19, 2024 Filed Jan 19, 2024 20:32 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | GrantCommon Stock | 12,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001818612-24-000003 · wk-form4_1705714324.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,957 Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 16:06 UTC | Revolve Group, Inc. RVLV · Entity 4653 | GrantClass A Common Stock | 6,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036632 · doc4.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,535 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"). Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests. One hundred percent (100%) of the RSUs will vest upon the earlier of (i) the one-year anniversary of the date of grant of the award or (ii) the day prior to the date of the next annual meeting of the Issuer's stockholders that occurs following the date of grant of the award, in each case, subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the RSUs will become fully vested, subject to continued service as a non-employee director through such date. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 20:22 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | GrantCommon Stock | 6,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001818612-23-000002 · wf-form4_167460976282495.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,182 Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 16:11 UTC | Revolve Group, Inc. RVLV · Entity 4653 | GrantClass A Common Stock | 3,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036653 · doc4.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,206 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Equity Incentive Plan (the "Plan"). Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests. One hundred percent (100%) of the RSUs will vest upon the earlier of (i) the one-year anniversary of the date of grant of the award or (ii) the day prior to the date of the next annual meeting of the Issuer's stockholders that occurs following the date of grant of the award, in each case, subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the RSUs will become fully vested, subject to continued service as a non-employee director through such date. Read SEC document |
| January 19, 2022 Filed Jan 21, 2022 21:31 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | GrantCommon Stock | 5,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001835256-22-000019 · wf-form4_164281868840778.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,434 Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 18:19 UTC | Revolve Group, Inc. RVLV · Entity 4653 | GrantClass A Common Stock | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-040720 · doc4.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,866 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the 2019 Equity Incentive Plan (the "Plan"). All of the shares subject to the RSUs vest and become immediately exercisable on the earlier of (i) the one-year anniversary of the date of grant of the annual award and (ii) the day prior to the date of the next annual meeting of the Company's stockholders that occurs following the grant of the award, in each case subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the shares subject to the RSUs become fully vested and exercisable, subject to continued service as a non-employee director through such date. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 19:01 UTC | Revolve Group, Inc. RVLV · Entity 4653 | GrantClass A Common Stock | 6,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044321 · doc4.xml · nonDerivative · entry 1 COX MELANIE · CIK 0001818612 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,124 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the 2019 Equity Incentive Plan. All of the shares subject to the RSUs vest and become immediately exercisable on the earlier of (i) the one-year anniversary of the date of grant of the annual award and (ii) the day prior to the date of the next annual meeting of the Company's stockholders that occurs following the grant of the award, in each case subject to continued service as a non-employee director through the applicable vesting date. In the event of a Change in Control (as defined in the Plan), the shares subject to the RSUs become fully vested and exercisable, subject to continued service as a non-employee director through such date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.