WVVI · Willamette Valley Vineyards Inc
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-05-19 | Hazlett John Walter |
Chief Financial Officer |
Other↑
|
No Securities Owned
|
0 |
| 2026-05-12 | CARY SEAN M |
Director |
Award↑
Filing footnotes — Restricted Stock (Direct)
On May 12, 2026, the reporting person was granted 11,500 restricted shares, of which 3,834 restricted shares shall vest on May 12, 2027, an additional 3,833 restricted shares shall vest on May 12, 2028, and the remaining 3,833 restricted shares are scheduled to vest on May 12, 2029, in each case subject to the reporting person continuing to serve as a director on the board of directors of Willamette Valley Vineyards Inc. (the "Company"). All such restricted shares shall immediately vest upon the occurrence of a "Change in Control" as defined in the Company's 2025 Omnibus Equity Incentive Plan. |
Restricted Stock
|
11,500 |
| 2026-05-12 | FERRY JOHN ALPHONSUS |
CFO |
Award↑
Filing footnotes — Restricted Stock (Direct)
On May 12, 2026, the reporting person was granted 8,000 restricted shares, of which 2,668 restricted shares shall vest on May 12, 2027, an additional 2,666 restricted shares shall vest on May 12, 2028, and the remaining 2,666 restricted shares are scheduled to vest on May 12, 2029, in each case subject to the reporting person continuing to provide services to Willamette Valley Vineyards Inc. (the "Company"). All such restricted shares shall immediately vest upon the occurrence of a "Change in Control" as defined in the Company's 2025 Omnibus Equity Incentive Plan. |
Restricted Stock
|
8,000 |
| 2026-05-12 | Smith Craig Alan |
Director |
Award↑
Filing footnotes — Restricted Stock (Direct)
On May 12, 2026, the reporting person was granted 11,500 restricted shares, of which 3,834 resticted shares shall vest on May 12, 2027, an additional 3,833 restricted shares shall vest on May 12, 2028, and the remaining 3,833 restricted shares are scheduled to vest on May 12, 2029, in each case subject to the reporting person continuing to serve as a director on the board of directors of Willamette Valley Vineyards Inc. (the "Company"). All such restricted shares shall immediately vest upon the occurrence of a "Change in Control" as defined in the Company's 2025 Omnibus Equity Incentive Plan. |
Restricted Stock
|
11,500 |
| 2026-05-12 | Ellis James L |
Director |
Award↑
Filing footnotes — Restricted Stock (Direct)
On May 12, 2026, the reporting person was granted 11,500 restricted shares, of which 3,834 restricted shares shall vest on May 12, 2027, an additional 3,833 restricted shares shall vest on May 12, 2028, and the remaining 3,833 restricted shares are scheduled to vest on May 12, 2029, in each case subject to the reporting person continuing to serve as a director on the board of directors of Willamette Valley Vineyards Inc. (the "Company"). All such restricted shares shall immediately vest upon the occurrence of a "Change in Control" as defined in the Company's 2025 Omnibus Equity Incentive Plan. |
Restricted Stock
|
11,500 |
| 2026-05-12 | ROSE SARAH ALICE |
Director |
Award↑
Filing footnotes — Restricted Stock (Direct)
On May 12, 2026, the reporting person was granted 4,500 restricted shares, of which 1,500 restricted shares shall vest on May 12, 2027, an additional 1,500 restricted shares shall vest on May 12, 2028, and the remaining 1,500 restricted shares are scheduled to vest on May 12, 2029, in each case subject to the reporting person continuing to serve as a director on the board of directors of Willamette Valley Vineyards Inc. (the "Company"). All such restricted shares shall immediately vest upon the occurrence of a "Change in Control" as defined in the Company's 2025 Omnibus Equity Incentive Plan. |
Restricted Stock
|
4,500 |
| 2026-05-12 | FERRY JOHN ALPHONSUS |
CFO |
Award↑
|
Common Stock
|
5,500 |
| 2026-05-12 | TUREL STANLEY G |
Director |
Award↑
Filing footnotes — Restricted Stock (Direct)
On May 12, 2026, the reporting person was granted 11,500 restricted shares, of which 3,834 restricted shares shall vest on May 12, 2027, an additional 3,833 restricted shares shall vest on May 12, 2028, and the remaining 3,833 restricted shares are scheduled to vest on May 12, 2029, in each case subject to the reporting person continuing to serve as a director on the board of directors of Willamette Valley Vineyards Inc. (the "Company"). All such restricted shares shall immediately vest upon the occurrence of a "Change in Control" as defined in the Company's 2025 Omnibus Equity Incentive Plan. |
Restricted Stock
|
11,500 |
| 2025-12-11 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
9 |
| 2025-12-11 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
500 |
| 2025-12-11 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
9 |
| 2025-12-11 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
89 |
| 2025-12-11 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
893 |
| 2025-12-11 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
500 |
| 2025-12-10 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
500 |
| 2025-12-10 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
500 |
| 2025-11-24 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
100 |
| 2025-11-24 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
1,900 |
| 2025-11-21 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
3,000 |
| 2025-11-21 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
621 |
| 2025-11-21 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
500 |
| 2025-08-25 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
250 |
| 2025-08-22 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
1,000 |
| 2025-08-22 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
500 |
| 2025-08-22 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
500 |
| 2025-08-21 | Osborn Michael Jordan |
Chief Executive Officer |
Buy↑
|
Common Stock
|
1,000 |
| 2025-08-17 | Osborn Michael Jordan |
Chief Executive Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Unrestricted common stock award granted under the Willamette Valley Vineyards, Inc. 2025 Omnibus Equity Incentive Plan. The total outstanding includes an additional 5,000 shares acquired by the reporting person subsequent to August 17, 2025, as reported on Form 4s filed by the reporting person on August 25, 2025 and December 16, 2025. |
Common Stock
|
15,000 |
| 2025-05-19 | Osborn Michael Jordan |
Chief Executive Officer |
Other↑
|
No Securities Owned
|
0 |
| 2025-01-10 | ROSE SARAH ALICE |
Director |
Buy↑
|
Common Stock
|
3,893 |
| 2025-01-10 | ROSE SARAH ALICE |
Director |
Buy↑
|
Common Stock
|
1,107 |
| 2024-12-23 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
1,489 |
| 2024-12-19 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
4 |
| 2024-12-19 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
7 |
| 2024-08-22 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
408 |
| 2024-08-21 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
2,000 |
| 2024-08-21 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
1,936 |
| 2024-08-20 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
135 |
| 2024-08-16 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
158 |
| 2024-08-15 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
200 |
| 2024-07-10 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
1,700 |
| 2024-07-10 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
1,278 |
| 2024-07-09 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
960 |
| 2024-06-20 | TUREL STANLEY G |
Director |
Buy↑
|
Common Stock
|
40 |
| 2024-06-18 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
2,500 |
| 2024-06-05 | SPENCER ELIZABETH |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2023-06-20 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
6,588 |
| 2023-06-16 | BERNAU JAMES W |
Director, President |
Buy↑
|
Common Stock
|
112 |
| 2022-07-16 | ROSE SARAH ALICE |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2021-10-11 | BERNAU JAMES W |
Director, President |
Sell↓
|
Common Stock
(I)
|
6,641 |
| 2021-10-08 | BERNAU JAMES W |
Director, President |
Sell↓
|
Common Stock
(I)
|
14,330 |