Company Analysis

Willamette Valley Vineyards, Inc. (WVVI)

Nasdaq: WVVI · Beverages · Turner, OR · filing with the SEC since 1996
Grade4.7
◀ Past 5.3● Present 4.7▶ Future 4.0
1 est.

Who owns Willamette Valley Vineyards, Inc.

As filed with the SEC
Holders of 5% or more
0
No Schedule 13D or 13G naming this company is on file.
Directors and officers
11
report now, of 17 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 0 named at left.
Holders of 5% or moreshare of the class, as filed
Carl D. Thoma
SCHEDULE 13G/A · filed Aug 8, 2025 · Common Stock, no par value · reported falling below 5%
under 5%
What WVVI reports owning in othersstakes of 5% or more, and other ties
Willamette Valley Vineyards, Inc. reports no stake in another company in the record.
Insider tradesForm 4
0sales
92purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Oct 13, 2025 to Oct 13, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
16171819202123242526
2026 runs to Oct 13, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 17 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Osborn Michael JordanChief Executive Officer0$0035$0
Bernau James WPresident0$0021$0
Hazlett John WalterChief Financial Officer0$0016$0
Riccardi Chrisdirector0$0015$0
Voorhies Gregory Williamdirector0$003$0
Turel Stanley Gdirector0$002$0
SI Assistanton WVVI · research, not advice