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Willamette Valley Vineyards
Estate-grown Oregon wines sold through hospitality, clubs and distributors.
$2.24
After-hours close+0.03 (+1.36%)
At close$2.21(0.00%)
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Breakdown13F · Form 4
Institutions 11.37%566.6K sharesInsiders 18.58%926.2K sharesOther 70.05%3.49M shares
Shares outstanding 4.99M · Float 3.99M · 80.0% free float
Institutions13F, as of Mar 31, 2026
35 holders · 566.6K shares · 3 new positions · 9 increased · 7 reduced · 6 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Vanguard Capital Management LLC | 198.9K | 3.99% | +198.9Knew | May 15, 2026 |
| Renaissance Technologies LLC | 66.1K | 1.33% | −2.6K | May 14, 2026 |
| Next Capital Management LLC | 54.8K | 1.10% | 0 | May 7, 2026 |
| Geode Capital Management, LLC | 36.7K | 0.74% | −1.3K | May 15, 2026 |
| Dimensional Fund Advisors LP | 28.4K | 0.57% | −2.9K | May 7, 2026 |
| Vanguard Fiduciary Trust Co | 25.9K | 0.52% | +25.9Knew | May 8, 2026 |
| Teton Advisors, LLC | 20.5K | 0.41% | 0 | May 14, 2026 |
| Gabelli Funds LLC | 20.0K | 0.40% | 0 | May 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
No 13D/G filer at 5% or more on record.
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Chris Riccardi | director | 485.4K | 9.74% | Jul 20, 2026 |
| James W. Bernau | director, officer: President | 370.9K | 7.44% | Nov 24, 2025 |
| Gregory William Voorhies | director | 24.0K | 0.48% | Jul 16, 2026 |
| Stanley G. Turel | director | 20.3K | 0.41% | Nov 25, 2025 |
| Michael Jordan Osborn | officer: Chief Executive Officer | 20.0K | 0.40% | Mar 19, 2026 |
| John Alphonsus Ferry | officer: CFO | 5.5K | 0.11% | May 26, 2026 |
11 people have not refiled in the last 18 months (79.6K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Dec 10, 2025 | Michael Jordan Osbornofficer: CEO | Purchase · 2 lots | 1,000 | $2.94 | 3,000 |
| Dec 11, 2025 | Michael Jordan Osbornofficer: CEO | Purchase · 6 lots | 2,000 | $2.92 | 5,000 |
| Nov 24, 2025 | Stanley G. Tureldirector | Purchase · 2 lots | 2,000 | $2.59 | 20,427 |
| Nov 21, 2025 | James W. Bernaudirector, officer: President | Purchase · 3 lots | 4,121 | $2.59 | 374,501 |
CongressHouse and Senate disclosures
Not reported.