0000950170-24-140599.txt : 20241226 0000950170-24-140599.hdr.sgml : 20241226 20241226192503 ACCESSION NUMBER: 0000950170-24-140599 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20241224 FILED AS OF DATE: 20241226 DATE AS OF CHANGE: 20241226 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: WAGLAY ADAM CENTRAL INDEX KEY: 0002039594 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40240 FILM NUMBER: 241582006 MAIL ADDRESS: STREET 1: C/O BUTTERFLY EQUITY LP STREET 2: 9595 WILSHIRE BLVD. SUITE 510 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MARLEE BUYER, INC. CENTRAL INDEX KEY: 0002039174 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40240 FILM NUMBER: 241582008 BUSINESS ADDRESS: STREET 1: 9595 WILSHIRE BLVD. STREET 2: SUITE 510 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 BUSINESS PHONE: (310) 409-4994 MAIL ADDRESS: STREET 1: 9595 WILSHIRE BLVD. STREET 2: SUITE 510 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: BUTTERFLY UGP II, LLC CENTRAL INDEX KEY: 0002039679 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40240 FILM NUMBER: 241582007 BUSINESS ADDRESS: STREET 1: 9595 WILSHIRE BLVD. STREET 2: SUITE 510 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 BUSINESS PHONE: (310) 409-4994 MAIL ADDRESS: STREET 1: 9595 WILSHIRE BLVD. STREET 2: SUITE 510 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: BECK DUSTIN CENTRAL INDEX KEY: 0002039595 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40240 FILM NUMBER: 241582005 MAIL ADDRESS: STREET 1: C/O BUTTERFLY EQUITY LP STREET 2: 9595 WILSHIRE BLVD. SUITE 510 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Duckhorn Portfolio, Inc. CENTRAL INDEX KEY: 0001835256 STANDARD INDUSTRIAL CLASSIFICATION: BEVERAGES [2080] ORGANIZATION NAME: 04 Manufacturing IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0731 BUSINESS ADDRESS: STREET 1: 1201 DOWDELL LANE CITY: SAINT HELENA STATE: CA ZIP: 94574 BUSINESS PHONE: 707-963-7108 MAIL ADDRESS: STREET 1: 1201 DOWDELL LANE CITY: SAINT HELENA STATE: CA ZIP: 94574 FORMER COMPANY: FORMER CONFORMED NAME: Mallard Intermediate, Inc. DATE OF NAME CHANGE: 20201207 4 1 ownership.xml 4 X0508 4 2024-12-24 true 0001835256 Duckhorn Portfolio, Inc. NAPA 0002039174 MARLEE BUYER, INC. 9595 WILSHIRE BLVD., SUITE 510 BEVERLY HILLS CA 90212 false false false true Former 10% Owner 0002039679 BUTTERFLY UGP II, LLC 9595 WILSHIRE BLVD., SUITE 510 BEVERLY HILLS CA 90212 false false false true Former 10% Owner 0002039594 WAGLAY ADAM C/O BUTTERFLY EQUITY LP 9595 WILSHIRE BLVD., SUITE 510 BEVERLY HILLS CA 90212 false false false true Former 10% owner 0002039595 BECK DUSTIN C/O BUTTERFLY EQUITY LP 9595 WILSHIRE BLVD., SUITE 510 BEVERLY HILLS CA 90212 false false false true Former 10% owner false Common Stock 2024-12-24 4 D false 6377923 11.1 D 0 D MARLEE BUYER, INC., /s/ Vishal Patel, By: Vishal Patel, Title: President, /s/ Francesco D'Arcangelo, By: Francesco D'Arcangelo, Title: Vice President, Secretary and Treasurer 2024-12-26 BUTTERFLY UGP II, LLC, /s/ Adam Waglay, By: Adam Waglay, Title: Officer 2024-12-26 ADAM WAGLAY, /s/ Adam Waglay 2024-12-26 DUSTIN BECK, /s/ Dustin Beck 2024-12-26