Subscribe

Crimson Wine Group, Ltd. (CWGL)

USD4.13 +0.02 (+0.45%)
US OTC Consumer Defensive Beverages - Wineries & Distilleries
Address 5901 Silverado Trail 94558
Napa, CA, US
CEO Jennifer L. Locke
IPO 2013-02-21
CIK 1562151 ISIN US22662X1000

Explore sections of this company profile

Description

Crimson Wine Group, Ltd. (CWGL), a corporation established in 1991 and headquartered in Napa, California, specializes in the crafting and commercialization of wines. Operating through its various subsidiaries, the company organizes its activities into two core segments: Wholesale and Direct to Consumer. Domestically, its wines are distributed via independent wine and spirit distributors throughout the United States. Internationally, the company collaborates with independent importers and brokers to reach global markets. Crimson Wine Group's extensive brand portfolio features acclaimed labels such as Pine Ridge Vineyards, Archery Summit, Chamisal Vineyards, Seghesio Family Vineyards, Double Canyon, Seven Hills Winery, and Malene Wines. Its products are exported to 30 countries worldwide. The company previously operated under the name Leucadia Cellars, Ltd., before officially changing to Crimson Wine Group, Ltd. in November 2007.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD4.13 +0.02 (+0.45%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
12.2K
Beta
0.42
Float Shares
13.52M
Free Float %
65.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.22% +0.00% -6.32% -13.72% -19.42% -15.31% -28.45% -36.64% -51.46% -51.80% -52.57%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
4.13
DCF (Unlevered) 9.96 +141.2%
DCF (Levered) 1.12 -72.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
1.25
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Beverages - Wineries & Distilleries: -2.7%
    -10.8% Q1'26: +26.3% (vs Q1'25)
  • EPS growth Beverages - Wineries & Distilleries: -4.2%
    -27.1% Q1'26: +32.6% (vs Q1'25)
  • FCF margin FCF growth · Beverages - Wineries & Distilleries: +19.1%
    -15.9% Q1'26: +10.0% (vs Q1'25)
  • EBIT margin Beverages - Wineries & Distilleries: +16.0%
    -2.1% Q1'26: -3.2% (vs Q1'25)
  • ROIC Beverages - Wineries & Distilleries: +6.4%
    -0.5% Q1'26: -0.8% (vs Q1'25)
  • Share dilution Beverages - Wineries & Distilleries: +0.0%
    -1.0% Q1'26: -0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Beverages - Wineries & Distilleries: -0.29×
    2.31× Q1'26: 8.46× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.41) × ERP
WACC = 85% × Ke + 15% × Kd (4.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 9.85 Current price: 4.13
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B 3/5 2/5 2/5 3/5 3/5 1/5 5/5
2026-05-06 B 3/5 2/5 2/5 3/5 3/5 1/5 5/5
2026-05-05 B 3/5 2/5 2/5 3/5 3/5 1/5 5/5
2026-05-04 B 3/5 2/5 2/5 3/5 3/5 1/5 5/5
2026-05-01 B 3/5 2/5 2/5 3/5 3/5 1/5 5/5
2026-04-30 B 3/5 2/5 2/5 3/5 3/5 1/5 5/5
2026-04-29 B 3/5 2/5 2/5 3/5 3/5 1/5 5/5
2026-04-28 B 3/5 2/5 2/5 3/5 3/5 1/5 5/5
2026-04-27 B- 3/5 2/5 2/5 3/5 2/5 1/5 5/5
2026-04-24 B 3/5 2/5 2/5 4/5 2/5 1/5 5/5
2026-04-23 B 3/5 2/5 2/5 4/5 2/5 1/5 5/5
2026-04-22 B 3/5 2/5 2/5 4/5 2/5 1/5 5/5
2026-04-21 B 3/5 2/5 2/5 4/5 2/5 1/5 5/5
2026-04-20 B 3/5 2/5 2/5 4/5 2/5 1/5 5/5
2026-04-17 B 3/5 2/5 2/5 4/5 2/5 1/5 5/5
2026-04-16 B 3/5 2/5 2/5 4/5 2/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-2.02M
OE per share TTM
-0.10
Owner's Yield
-2.35%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
163.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
2
Total invested
1.12M
Insider transactions (90d)
0
Beneficial owners (>5%)
9
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Joseph S. Steinberg 2.35M 9.80% 2.10M 247.9K 2.10M 10.00 IN USA 2016-08-04
2 Ian M. Cumming 2.34M 9.70% 2.32M 21.6K 2.32M 10.00 IN USA 2016-08-04
3 (. 13-0477010 1.90M 11.00% 1.90M 1.90M IA New York 2022-01-28
4 Jennifer Cook Price 1.14M 5.10% IN Citizenship or Place of Organization 2022-11-16
5 MFP Investors LLC 1.14M 5.10% OO Citizenship or Place of Organization 2022-11-16
6 MFP Partners, L.P. 1.14M 5.10% PN Citizenship or Place of Organization 2022-11-16
7 Morgan Stanley 591.00 0.00% 363.00 591.00 HC, CO The state of organization is Delaware. 2014-09-10
8 Morgan Stanley Investment Management Inc. 591.00 0.00% 363.00 591.00 IA, CO The state of organization is Delaware. 2014-09-10
9 Peter J. Nolan 0.00% IN United States of America 2021-05-25

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
2
-2 vs prev Q
New positions
0
Closed positions
2
Increased
0
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 253.9K -13.6K (-5.1%) 1.12M -190.9K (-14.6%) 1.23% -0.066 pp 0.33% -0.064 pp USD6.00 -26.5% 38 qtrs
2 MASSMUTUAL TRUST CO FSB/ADV 100.00 +— (+0.0%) 441.00 -49.0 (-10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.14 -38.2% 16 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 1 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Columbia Core Bond ETF CRUX 0.00% 12.40 0.32%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
1.4K
Shares disposed
Cash buys
2.00
Cash sales
Net activity
+1,400
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2025-11-20 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 106,308 4.96 527.3K 1,264,537 D
2025-11-20 Cumming John D. Director / 10% Owner P-Purchase A Common Stock 106,308 4.96 527.3K 1,216,801 D
2025-11-19 Rollins Colby A. Director P-Purchase A Common Stock 900 4.86 4.4K 1,900 D
2025-11-14 Quille Nicolas Michel Eric Officer P-Purchase A Common Stock 500 5.00 2.5K 2,500 D
2024-08-19 Alvarez-Peters Annette D. Director P-Purchase A Common Stock 625 6.05 3.8K 2,500
2024-03-22 Alvarez-Peters Annette D. Director P-Purchase A Common Stock 625 6.03 3.8K 1,875
2024-03-06 Quille Nicolas Michel Eric Officer A-Award D Employee Stock Option (Right to buy) 11,500 5.95 68.4K 11,500
2024-03-06 Locke Jennifer L. Officer A-Award A Employee Stock Option (Right to buy) 100,000 7.50 750.0K 150,000
2023-12-12 Howell Adam D. Officer D Common Stock 0 0.00 0
2023-11-22 Alvarez-Peters Annette D. Director P-Purchase A Common Stock 525 5.90 3.1K 1,250
2023-08-24 Alvarez-Peters Annette D. Director P-Purchase A Common Stock 125 6.50 812.50 625
2023-08-17 Tierney Luanne Dupere Director P-Purchase A Common Stock 68 6.53 444.04 68
2023-07-19 Benson Kimberly A. Officer D Common Stock 0 0.00 0
2023-02-09 Locke Jennifer L. Officer A-Award A Employee Stock Option (Right to buy) 50,000 7.50 375.0K 50,000
2022-11-14 STEINBERG JOSEPH S Director P-Purchase A Common Stock 171,300 6.25 1.07M 1,158,229
2022-11-14 Cumming John D. Director P-Purchase A Common Stock 171,300 6.25 1.07M 1,110,493
2022-05-31 Rollins Colby A. Director P-Purchase A Common Stock 1,000 7.57 7.6K 1,000
2021-07-06 Quille Nicolas Michel Eric Officer A-Award A Employee Stock Option (Right to buy) 49,000 8.88 435.1K 49,000
2021-07-06 Locke Jennifer L. Officer A-Award A Employee Stock Option (Right to buy) 66,000 8.88 586.1K 66,000
2021-07-06 Diepholz Karen L. Officer A-Award A Employee Stock Option (Right to buy) 49,000 8.88 435.1K 49,000
2021-05-20 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 359,646 8.65 3.11M 986,929
2021-05-20 Cumming John D. Director / 10% Owner P-Purchase A Common Stock 359,646 8.65 3.11M 939,193
2021-05-10 Alvarez-Peters Annette D. Director D Common Stock 0 0.00 0
2020-08-24 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,740 5.80 21.7K 627,283
2020-08-24 Cumming John D. Director P-Purchase A Common Stock 3,740 5.80 21.7K 579,547
2020-08-21 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 14,900 5.79 86.3K 623,543
2020-08-21 Cumming John D. Director P-Purchase A Common Stock 14,900 5.79 86.3K 575,807
2020-08-20 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 2,100 5.80 12.2K 608,643
2020-08-20 Cumming John D. Director P-Purchase A Common Stock 2,100 5.80 12.2K 560,907
2020-08-19 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,750 5.80 21.8K 606,543
2020-08-19 Cumming John D. Director P-Purchase A Common Stock 3,750 5.80 21.8K 558,807
2020-08-18 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 50,250 5.60 281.4K 602,793
2020-08-18 Cumming John D. Director P-Purchase A Common Stock 50,250 5.60 281.4K 555,057
2020-08-17 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 5,000 5.55 27.8K 552,543
2020-08-17 Cumming John D. Director P-Purchase A Common Stock 5,000 5.55 27.8K 504,807
2020-08-14 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 9,000 5.44 49.0K 547,543
2020-08-14 Cumming John D. Director P-Purchase A Common Stock 9,000 5.44 49.0K 499,807
2020-05-27 Cumming John D. Director P-Purchase A Common Stock 21,628 5.50 119.0K 490,807
2020-05-26 Cumming John D. Director P-Purchase A Common Stock 89,800 5.50 493.9K 469,179
2020-05-22 Cumming John D. Director P-Purchase A Common Stock 25,700 5.35 137.5K 379,379
2020-05-21 Cumming John D. Director P-Purchase A Common Stock 12,200 5.34 65.1K 353,679
2020-05-20 Cumming John D. Director P-Purchase A Common Stock 10,153 5.34 54.2K 341,479
2020-05-19 Cumming John D. Director P-Purchase A Common Stock 12,581 5.27 66.3K 331,326
2020-05-18 Cumming John D. Director P-Purchase A Common Stock 4,920 5.24 25.8K 318,745
2020-05-15 Cumming John D. Director P-Purchase A Common Stock 5,618 5.11 28.7K 313,825
2020-04-15 Teton Holdings Corp CCS 10% Owner I Common Stock 0 0.00 0
2020-03-23 Quille Nicolas Michel Eric Officer P-Purchase A Common Stock 1,000 5.15 5.2K 2,000
2020-03-18 Williams Craig Director P-Purchase A Common Stock 100 5.75 575.00 2,500
2020-01-28 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 1,100 7.54 8.3K 538,543
2020-01-27 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 800 7.53 6.0K 537,443
2020-01-24 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 2,043 7.57 15.5K 536,643
2020-01-24 Cumming John D. Director P-Purchase A Common Stock 200 7.57 1.5K 308,207
2020-01-23 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 1,999 7.56 15.1K 534,600
2020-01-22 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 2,361 7.83 18.5K 532,601
2020-01-22 Cumming John D. Director P-Purchase A Common Stock 400 7.81 3.1K 308,007
2020-01-21 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 2,400 7.84 18.8K 530,240
2020-01-21 Cumming John D. Director P-Purchase A Common Stock 1,230 7.85 9.7K 307,607
2020-01-17 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 702 7.73 5.4K 527,840
2020-01-17 Cumming John D. Director P-Purchase A Common Stock 323 7.69 2.5K 306,377
2020-01-16 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 1,254 7.59 9.5K 527,138
2020-01-16 Cumming John D. Director P-Purchase A Common Stock 1,176 7.56 8.9K 306,054
2020-01-15 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 2,100 7.41 15.6K 525,884
2020-01-15 Cumming John D. Director P-Purchase A Common Stock 2,020 7.41 15.0K 304,878
2020-01-14 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,484 7.42 25.9K 523,784
2020-01-14 Cumming John D. Director P-Purchase A Common Stock 3,400 7.42 25.2K 302,858
2020-01-13 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,068 7.32 22.5K 520,300
2020-01-13 Cumming John D. Director P-Purchase A Common Stock 3,740 7.33 27.4K 299,458
2020-01-10 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 2,800 7.23 20.2K 517,232
2020-01-10 Cumming John D. Director P-Purchase A Common Stock 2,977 7.23 21.5K 295,718
2020-01-09 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,270 7.15 23.4K 514,432
2020-01-09 Cumming John D. Director P-Purchase A Common Stock 3,300 7.15 23.6K 292,741
2020-01-08 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 1,153 7.17 8.3K 511,162
2020-01-08 Cumming John D. Director P-Purchase A Common Stock 1,202 7.16 8.6K 289,441
2020-01-07 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,500 7.24 25.3K 510,009
2020-01-07 Cumming John D. Director P-Purchase A Common Stock 3,540 7.24 25.6K 288,239
2020-01-06 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,622 7.25 26.3K 506,509
2020-01-06 Cumming John D. Director P-Purchase A Common Stock 3,621 7.25 26.3K 284,699
2020-01-03 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,500 7.40 25.9K 502,887
2020-01-03 Cumming John D. Director P-Purchase A Common Stock 3,500 7.40 25.9K 281,078
2020-01-02 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 1,920 7.47 14.3K 499,387
2020-01-02 Cumming John D. Director P-Purchase A Common Stock 2,100 7.46 15.7K 277,578
2019-12-31 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,200 7.24 23.2K 497,467
2019-12-31 Ian M. Cumming Charitable Lead Annuity Trust 10% Owner D Common Stock 0 0.00 2,410,828
2019-12-31 Estate of Ian M. Cumming 10% Owner G-Gift D Common Stock 2,410,828 0.00 0
2019-12-31 Cumming John D. Director P-Purchase A Common Stock 3,200 7.24 23.2K 275,478
2019-12-30 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,000 7.05 21.2K 494,267
2019-12-30 Cumming John D. Director P-Purchase A Common Stock 2,945 7.05 20.8K 272,278
2019-12-27 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 2,657 7.02 18.7K 491,267
2019-12-27 Cumming John D. Director P-Purchase A Common Stock 2,800 7.02 19.7K 269,333
2019-12-26 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,998 6.98 27.9K 488,610
2019-12-26 Cumming John D. Director P-Purchase A Common Stock 3,852 6.98 26.9K 266,533
2019-12-24 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 1,900 6.92 13.1K 484,612
2019-12-24 Cumming John D. Director P-Purchase A Common Stock 1,700 6.92 11.8K 262,681
2019-12-23 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 3,203 6.89 22.1K 482,712
2019-12-23 Cumming John D. Director P-Purchase A Common Stock 3,300 6.89 22.7K 260,981
2019-12-18 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 1,290 6.80 8.8K 479,509
2019-12-17 STEINBERG JOSEPH S Director / 10% Owner P-Purchase A Common Stock 8,800 6.80 59.8K 478,219
2019-12-16 Cumming John D. Director P-Purchase A Common Stock 10,765 6.79 73.1K 257,681
2019-12-13 Cumming John D. Director P-Purchase A Common Stock 9,020 6.81 61.4K 246,916
2019-12-04 Locke Jennifer L. Officer A-Award A Employee Stock Option (Right to buy) 89,000 6.87 611.4K 89,000
2019-12-02 Locke Jennifer L. Officer D Common Stock 0 0.00 0
2019-09-27 STEINBERG JOSEPH S Director / 10% Owner J-Other D Common Stock 6,114 7.45 45.5K 200,000
2019-08-20 Quille Nicolas Michel Eric Officer P-Purchase A Common Stock 100 7.39 739.00 1,000
2019-05-23 DeLong Patrick M Officer P-Purchase A Common Stock 500 7.90 4.0K 23,759
2019-05-15 Quille Nicolas Michel Eric Officer P-Purchase A Common Stock 300 7.45 2.2K 500
2019-05-15 DeLong Patrick M Officer P-Purchase A Common Stock 403 7.36 3.0K 23,242
2019-05-14 DeLong Patrick M Officer P-Purchase A Common Stock 500 7.36 3.7K 22,839
2019-03-29 DeLong Patrick M Officer P-Purchase A Common Stock 300 7.99 2.4K 21,839
2019-03-25 DeLong Patrick M Officer P-Purchase A Common Stock 300 7.90 2.4K 21,539
2019-03-20 DeLong Patrick M Officer P-Purchase A Common Stock 300 8.00 2.4K 21,239
2019-03-19 DeLong Patrick M Officer P-Purchase A Common Stock 300 8.00 2.4K 20,939
2019-03-18 DeLong Patrick M Officer P-Purchase A Common Stock 300 8.00 2.4K 20,639
2019-03-15 DeLong Patrick M Officer P-Purchase A Common Stock 300 8.03 2.4K 20,339
2018-11-28 DeLong Patrick M Officer P-Purchase A Common Stock 100 7.91 791.00 19,789
2018-11-27 DeLong Patrick M Officer P-Purchase A Common Stock 250 8.05 2.0K 19,539
2018-11-26 DeLong Patrick M Officer P-Purchase A Common Stock 250 8.05 2.0K 19,039
2018-11-26 Cekay Mike S. Officer P-Purchase A Common Stock 100 8.12 812.00 100
2018-11-21 Quille Nicolas Michel Eric Officer P-Purchase A Common Stock 200 8.23 1.6K 200
2018-11-20 DeLong Patrick M Officer P-Purchase A Common Stock 250 8.15 2.0K 18,789
2018-11-19 Tierney Luanne Dupere Director D Common Stock 0 0.00 0
2018-11-19 DeLong Patrick M Officer P-Purchase A Common Stock 436 8.05 3.5K 18,289
2018-11-15 DeLong Patrick M Officer P-Purchase A Common Stock 250 8.15 2.0K 17,539
2018-11-14 DeLong Patrick M Officer P-Purchase A Common Stock 250 8.17 2.0K 17,289
2018-11-13 DeLong Patrick M Officer P-Purchase A Common Stock 250 8.29 2.1K 16,539
2018-08-22 Diepholz Karen L. Officer P-Purchase A Common Stock 1,000 9.15 9.2K 1,000
2018-08-21 DeLong Patrick M Officer P-Purchase A Common Stock 250 9.15 2.3K 16,289
2018-08-16 DeLong Patrick M Officer P-Purchase A Common Stock 250 9.20 2.3K 16,039
2018-08-15 DeLong Patrick M Officer P-Purchase A Common Stock 250 9.20 2.3K 15,789
2018-08-14 DeLong Patrick M Officer P-Purchase A Common Stock 250 9.19 2.3K 15,289
2018-07-18 STEINBERG JOSEPH S Director P-Purchase A Common Stock 17,600 9.31 163.9K 469,366
2018-07-17 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,400 9.25 22.2K 451,766
2018-07-16 STEINBERG JOSEPH S Director P-Purchase A Common Stock 3,100 9.25 28.7K 449,366
2018-07-13 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,000 9.28 18.6K 446,266
2018-07-12 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,000 9.27 18.5K 444,266
2018-07-11 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,000 9.27 18.5K 442,266
2018-07-10 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,000 9.28 18.6K 440,266
2018-07-09 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,000 9.26 18.5K 438,266
2018-07-06 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,400 9.25 13.0K 436,266
2018-07-05 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,400 9.25 13.0K 434,866
2018-07-03 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,400 9.25 13.0K 433,466
2018-06-29 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,100 9.25 10.2K 432,066
2018-06-29 Diepholz Karen L. Officer D Common Stock 0 0.00 0
2018-06-28 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,108 9.25 10.2K 430,966
2018-06-27 STEINBERG JOSEPH S Director P-Purchase A Common Stock 728 9.32 6.8K 429,858
2018-06-26 STEINBERG JOSEPH S Director P-Purchase A Common Stock 600 9.24 5.5K 429,130
2018-06-25 STEINBERG JOSEPH S Director P-Purchase A Common Stock 753 9.27 7.0K 428,530
2018-06-22 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,400 9.28 13.0K 427,777
2018-06-20 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,500 9.25 13.9K 426,377
2018-06-19 STEINBERG JOSEPH S Director P-Purchase A Common Stock 900 9.25 8.3K 424,877
2018-06-18 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,200 9.29 11.1K 423,977
2018-06-15 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,100 9.30 19.5K 422,777
2018-06-14 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,500 9.30 14.0K 420,677
2018-06-13 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,800 9.30 16.7K 419,177
2018-06-12 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,900 9.33 17.7K 417,377
2018-06-11 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,100 9.35 19.6K 415,477
2018-06-08 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,935 9.33 18.1K 413,377
2018-06-07 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,800 9.35 16.8K 411,442
2018-06-06 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,100 9.33 19.6K 409,642
2018-06-05 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,180 9.31 11.0K 407,542
2018-06-04 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,700 9.30 15.8K 406,362
2018-06-01 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,700 9.31 15.8K 404,662
2018-05-31 STEINBERG JOSEPH S Director P-Purchase A Common Stock 3,300 9.35 30.9K 402,962
2018-05-30 STEINBERG JOSEPH S Director P-Purchase A Common Stock 3,300 9.37 30.9K 399,662
2018-05-29 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,700 9.36 25.3K 396,362
2018-05-25 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,900 9.35 27.1K 393,662
2018-05-24 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,900 9.35 27.1K 390,762
2018-05-23 STEINBERG JOSEPH S Director P-Purchase A Common Stock 100 9.28 928.00 387,862
2018-05-22 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,500 9.30 14.0K 387,762
2018-05-22 Cumming John D. Director P-Purchase A Common Stock 21,330 9.33 199.0K 237,896
2018-05-21 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,500 9.23 23.1K 386,262
2018-05-21 Quille Nicolas Michel Eric Officer D Common Stock 0 0.00 0
2018-05-21 Cumming John D. Director P-Purchase A Common Stock 24,646 9.26 228.2K 216,566
2018-05-18 DeLong Patrick M Officer P-Purchase A Common Stock 487 9.14 4.5K 14,776
2018-05-18 Cumming John D. Director P-Purchase A Common Stock 62,250 9.20 572.7K 191,920
2018-05-17 STEINBERG JOSEPH S Director P-Purchase A Common Stock 189 9.14 1.7K 383,762
2018-05-17 DeLong Patrick M Officer P-Purchase A Common Stock 250 9.15 2.3K 14,289
2018-05-16 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,000 9.15 18.3K 383,573
2018-05-15 STEINBERG JOSEPH S Director P-Purchase A Common Stock 2,000 9.22 18.4K 381,573
2018-05-15 DeLong Patrick M Officer P-Purchase A Common Stock 500 9.15 4.6K 14,039
2018-05-14 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,250 9.17 11.5K 379,573
2018-05-14 DeLong Patrick M Officer P-Purchase A Common Stock 250 9.19 2.3K 13,539
2018-05-11 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,700 9.15 15.6K 378,323
2018-05-10 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,700 9.15 15.6K 376,623
2018-05-09 STEINBERG JOSEPH S Director P-Purchase A Common Stock 117 9.13 1.1K 374,923
2018-05-08 STEINBERG JOSEPH S Director P-Purchase A Common Stock 860 9.10 7.8K 374,806
2018-05-03 Rollins Colby A. Director D Common Stock 0 0.00 0
2018-05-02 STEINBERG JOSEPH S Director P-Purchase A Common Stock 500 9.15 4.6K 373,946
2018-05-01 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,300 9.10 11.8K 373,446
2018-04-30 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,300 9.20 12.0K 372,146
2018-04-27 STEINBERG JOSEPH S Director P-Purchase A Common Stock 900 9.16 8.2K 370,846
2018-04-26 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,300 9.10 11.8K 369,946
2018-04-24 STEINBERG JOSEPH S Director P-Purchase A Common Stock 350 9.09 3.2K 368,646
2018-04-23 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,350 9.19 12.4K 368,296
2018-04-20 STEINBERG JOSEPH S Director P-Purchase A Common Stock 800 9.20 7.4K 366,946
2018-04-19 STEINBERG JOSEPH S Director P-Purchase A Common Stock 200 9.22 1.8K 366,146
2018-04-18 STEINBERG JOSEPH S Director P-Purchase A Common Stock 800 9.25 7.4K 365,946
2018-04-17 STEINBERG JOSEPH S Director P-Purchase A Common Stock 800 9.36 7.5K 365,146
2018-04-16 STEINBERG JOSEPH S Director P-Purchase A Common Stock 800 9.38 7.5K 364,346
2018-04-12 STEINBERG JOSEPH S Director P-Purchase A Common Stock 800 9.50 7.6K 363,546
2018-04-02 STEINBERG JOSEPH S Director P-Purchase A Common Stock 1,000 9.50 9.5K 362,746

Executive team

Top executives
EBIT / Employee
-8.4K
Shares Outstanding
20.59M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Adam D. Howell Chief Financial Officer 315.0K 300.4K 50.0K 17.9K 683.3K 43.96%
2 2024 Jennifer L. Locke Chief Executive Officer 412.7K 179.5K 24.8K 617.0K 0.00%
3 2024 Nicolas M.E. Quillé Chief Operating Officer and Chief Winegrower 323.4K 113.2K 22.1K 458.7K 0.00%
4 2023 Karen L. Diepholz Former Chief Financial Officer 177.4K 303.3K 124.9K 354.3K 959.9K 31.60%
5 2023 Nicolas M.E. Quillé Chief Operating Officer and Chief Winegrower 311.7K 303.3K 120.1K 22.2K 757.4K 40.05%
6 2023 Jennifer L. Locke Chief Executive Officer 396.3K 186.1K 25.2K 607.6K 0.00%
7 2023 Kimberly A. Benson Former Interim Chief Financial Officer 197.4K 59.3K 7.2K 263.9K 0.00%
8 2022 Jennifer L. Locke Chief Executive Officer 372.2K 1.33M 138.0K 23.7K 1.86M 71.36%
9 2022 Karen L. Diepholz Chief Financial Officer 312.3K 121.7K 454.5K 0.00%
10 2022 Karen L. Diepholz Former Chief Financial Officer 312.3K 121.7K 20.5K 454.5K 0.00%
11 2022 Nicolas M.E. Quillé Chief Operating Officer and Chief Winegrower 295.5K 123.9K 22.2K 441.6K 0.00%
12 2021 Jennifer L. Locke Chief Executive Officer 353.8K 162.9K 533.3K 30.54%
13 2021 Karen L. Diepholz Chief Financial Officer 303.0K 10.0K 120.9K 447.9K 27.00%
14 2021 Nicolas M.E. Quillé Chief Operating Officer and Chief Winegrower 290.1K 120.9K 425.7K 28.41%
15 2021 Nicolas M.E. Quillé, Chief Winemaking & Operations Officer 290.1K 120.9K 14.7K 425.7K 28.41%
16 2020 Jennifer L. Locke Chief Executive Officer 349.3K 15.4K 364.7K 0.00%
17 2020 Karen L. Diepholz Chief Financial Officer 301.9K 43.8K 11.1K 356.8K 0.00%
18 2020 Nicolas M.E. Quillé, Chief Operating Officer and Chief Winegrower 289.0K 44.8K 15.7K 349.5K 0.00%
19 2020 Nicolas M.E. Quillé, Chief Winemaking & Operations Officer 289.0K 44.8K 15.7K 349.5K 0.00%
20 2020 Patrick M. DeLong, President and Chief Executive Officer 248.5K 248.5K 0.00%
21 2020 Mike S. Cekay, Senior Vice President of Sales 36.8K 154.6K 191.4K 0.00%
22 2019 Patrick M. DeLong, President and Chief Executive Officer 232.8K 115.0K 319.9K 667.7K 0.00%
23 2019 Nicolas M.E. Quillé, Chief Operating Officer and Chief Winegrower 275.3K 77.0K 15.9K 368.1K 0.00%
24 2019 Mike S. Cekay, Senior Vice President of Sales 289.6K 40.0K 22.5K 352.0K 0.00%
25 2019 Karen L. Diepholz Chief Financial Officer 292.0K 31.6K 4.5K 328.1K 0.00%
26 2019 Jennifer L. Locke Chief Executive Officer 20.2K 141.0K 692.00 161.9K 87.10%
27 2018 Patrick M. DeLong, President and Chief Executive Officer 347.9K 90.0K 23.4K 461.2K 0.00%
28 2018 Mike S. Cekay, Senior Vice President of Sales 287.2K 45.0K 21.9K 354.1K 0.00%
29 2018 Craig D. Williams, Chief Operating Officer and Chief Winegrower 141.0K 60.0K 49.3K 250.3K 0.00%
30 2018 Nicolas M.E. Quillé, Chief Operating Officer and Chief Winegrower 148.1K 6.4K 154.5K 0.00%
31 2018 Nicolas M.E. Quillé, Chief Winemaking & Operations Officer 148.1K 6.4K 154.5K 0.00%
32 2018 Karen L. Diepholz Chief Financial Officer 140.5K 140.5K 0.00%
33 2017 Patrick M. DeLong, President and Chief Executive Officer 345.0K 120.0K 23.3K 488.3K 0.00%
34 2017 Mike S. Cekay, Senior Vice President of Sales 285.0K 57.0K 21.0K 363.0K 0.00%
35 2017 Craig D. Williams, Chief Operating Officer and Chief Winegrower 230.0K 70.0K 17.3K 317.3K 0.00%
36 2016 Patrick M. DeLong, President and Chief Executive Officer 345.0K 225.0K 23.3K 593.3K 0.00%
37 2016 Mike S. Cekay, Senior Vice President of Sales 285.0K 80.0K 21.8K 386.8K 0.00%
38 2016 Craig D. Williams, Chief Operating Officer and Chief Winegrower 230.0K 115.0K 17.3K 362.3K 0.00%
39 2015 Patrick M. DeLong, President and Chief Executive Officer 340.0K 200.0K 21.8K 561.8K 0.00%
40 2015 Mike S. Cekay, Senior Vice President of Sales 275.0K 75.0K 21.7K 371.8K 0.00%
41 2015 Craig D. Williams, Chief Operating Officer and Chief Winegrower 225.0K 35.0K 8.8K 268.8K 0.00%
42 2014 Patrick M. DeLong, President and Chief Executive Officer 283.3K 150.0K 19.5K 452.7K 0.00%
43 2014 Mike S. Cekay, Senior Vice President of Sales 275.0K 82.5K 21.7K 379.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-05-28 DEFA14A
2025-05-28 DEF 14A
2024-05-30 DEFA14A
2024-05-30 DEF 14A
2023-06-01 DEFA14A
2023-06-01 DEF 14A
2023-04-18 PRE 14A
2022-05-26 DEFA14A
2022-05-26 DEF 14A
2021-06-04 DEFA14A
2021-06-04 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 10-Q
2026-03-17 10-K
2026-02-09 8-K
2026-02-06 SC 13G/A
2025-11-24 4
2025-11-24 4
2025-11-21 4
2025-11-17 4
2025-11-06 10-Q
2025-08-07 10-Q

Executive team

NameTitleCompensationGender
Jennifer L. Locke Chief Executive Officer & Director 580.8K female
Nicolas Michel Eric Quille Chief Winemaking & Operations Officer 441.4K male
Adam D. Howell Chief Financial Officer & Principal Accounting Officer 426.6K male
Alexis Walsh Executive Vice President of Consumer & Revenue Growth female
Tina Hilger Corporate Secretary female
ESG Rating
B
BEVERAGES - WINERIES & DISTILLERIES
2025
E (Environmental)
60.6 / 60.1
Company / Sector avg.
S (Social)
60.0 / 60.1
Company / Sector avg.
G (Governance)
60.4 / 68.6
Company / Sector avg.
ESG Total
60.4 / 63.0
Company / Sector avg.
ESG Score History BEVERAGES - WINERIES & DISTILLERIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits