WaveMan
WaveMan · Company
WVVI · Willamette Valley Vineyards Inc
> Search tickers & screens ⌘K
LIVE
← All companies

WVVI Willamette Valley Vineyards (WVVI) Insider Trading, Ownership & Congress Trades

Food & Beverage · Beverages · CIK 0000838875
Quote by TradingView
Cluster · 5 insidersC-suite buying · 3
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
12
13F, latest reported quarter

What the filings say about WVVI

Insiders, 180 days
+$75.5K net bought
5 buyers

Willamette Valley Vineyards insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, WILLAMETTE VALLEY VINEYARDS INC insiders bought a net $75.5K of stock across 110 Form 4 purchases and sales, with 5 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Hazlett John Walter
Chief Financial Officer
BUY
2026-10-13 SECtraded 2026-10-12
2,004
$4.1K
-11.0%
Context
  • 15 earlier Form 4 trades (code P or S) here by this insider (15 buys), the last on Oct 9, 2026.
  • The trade is 20.0% of the 10,000 shares held after it.
  • 4 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Hazlett John Walter bought about $4.1K of WVVI on Oct 12, 2026; 4 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
Hazlett John Walter
Chief Financial Officer
BUY
2026-10-13 SECtraded 2026-10-09
2,000
$3.9K
-11.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 2,000 shares held after it.
  • 4 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Hazlett John Walter bought about $3.9K of WVVI on Oct 9, 2026; 4 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
Hazlett John Walter
Chief Financial Officer
BUY
2026-10-13 SECtraded 2026-10-09
315
$614
-11.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 13.6% of the 2,315 shares held after it.
  • 4 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Hazlett John Walter bought about $614 of WVVI on Oct 9, 2026; 4 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
Hazlett John Walter
Chief Financial Officer
BUY
2026-10-13 SECtraded 2026-10-09
599
$1.2K
-11.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 20.6% of the 2,914 shares held after it.
  • 4 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Hazlett John Walter bought about $1.2K of WVVI on Oct 9, 2026; 4 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
Hazlett John Walter
Chief Financial Officer
BUY
2026-10-13 SECtraded 2026-10-09
750
$1.5K
-11.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 20.5% of the 3,664 shares held after it.
  • 4 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Hazlett John Walter bought about $1.5K of WVVI on Oct 9, 2026; 4 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
110 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 105 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$75.5K over 180 days
+$75.5K over 90 days
more than 73% of Food & Beverage
Congress
no House purchase disclosed in the last 12 months
Funds
12 funds bought in last quarter
below 81% of Food & Beverage
Revenue
-6.5% year over year
below 80% of Food & Beverage
Margin
-2.5% net margin
below 63% of Food & Beverage
Buybacks
no share repurchases reported
Short interest
0.4% of the float short (float per yahoo 2026-10-27) · 1.2 days to cover · settled 2026-10-15
below 76% of Food & Beverage
The situation: each line is one rule over one dataset
5 insiders independently bought a net $75.5K while the stock fell 34% over six months, with no planned sales queued.
What changed in the last 30 days
Oct 13Chief Financial Officer Hazlett John Walter bought $20.2K (16 trades, Oct 9 to Oct 12)
Oct 8Chief Executive Officer Osborn Michael Jordan bought $26.8K (26 trades, Oct 2 to Oct 7)
Oct 5Director Voorhies Gregory William bought $11.5K (3 trades, Oct 2 to Oct 5)
Oct 2Director RICCARDI CHRIS bought $4.7K (3 trades, Sep 25 to Oct 1)
Oct 1President BERNAU JAMES W bought $8.3K (Oct 1)

Watch WVVI

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-50.1%12M
-53%-35%-16%+2%2025-102025-122026-022026-042026-062026-082026-10 2026-10-02 · Osborn Michael Jordan bought $8.4K2025-11-21 · BERNAU JAMES W bought $7.8K2026-10-02 · Osborn Michael Jordan bought $6.0K2025-11-24 · TUREL STANLEY G bought $4.9K2026-10-12 · Hazlett John Walter bought $4.1K2026-10-01 · RICCARDI CHRIS bought $4.0K2026-10-09 · Hazlett John Walter bought $3.9K2026-10-02 · Voorhies Gregory William bought $3.9K2026-10-05 · Voorhies Gregory William bought $3.9K2026-10-01 · BERNAU JAMES W bought $3.8K2026-10-02 · Voorhies Gregory William bought $3.7K2026-10-09 · Hazlett John Walter bought $2.9K2025-12-11 · Osborn Michael Jordan bought $2.6K2026-10-07 · Osborn Michael Jordan bought $2.0K2026-10-07 · Osborn Michael Jordan bought $1.9K2026-10-02 · Osborn Michael Jordan bought $1.9K2025-11-21 · BERNAU JAMES W bought $1.6K2026-10-01 · BERNAU JAMES W bought $1.5K2025-12-11 · Osborn Michael Jordan bought $1.5K2026-10-09 · Hazlett John Walter bought $1.5K2025-12-10 · Osborn Michael Jordan bought $1.5K2025-12-10 · Osborn Michael Jordan bought $1.5K2025-12-11 · Osborn Michael Jordan bought $1.5K2025-11-21 · BERNAU JAMES W bought $1.3K2026-10-09 · Hazlett John Walter bought $1.3K2026-10-09 · Hazlett John Walter bought $1.2K2026-10-09 · Hazlett John Walter bought $1.2K2026-10-07 · Osborn Michael Jordan bought $8862026-10-01 · BERNAU JAMES W bought $8752026-10-07 · Osborn Michael Jordan bought $6732026-10-09 · Hazlett John Walter bought $6722026-10-09 · Hazlett John Walter bought $6702026-10-07 · Osborn Michael Jordan bought $6622026-10-09 · Hazlett John Walter bought $6142026-10-09 · Hazlett John Walter bought $5912026-10-07 · Osborn Michael Jordan bought $5732026-09-16 · RICCARDI CHRIS bought $5672026-09-16 · RICCARDI CHRIS bought $5672026-09-16 · RICCARDI CHRIS bought $5652026-09-16 · RICCARDI CHRIS bought $5642026-09-16 · RICCARDI CHRIS bought $5642026-09-16 · RICCARDI CHRIS bought $564
Insider buy
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns WVVI: institutional holders (13F)

13F holdings, latest reported quarter
VANGUARD CAPITAL MANAGEMENT LLC
198,896 sh
$499.2K
RENAISSANCE TECHNOLOGIES LLC
63,352 sh
$159.0K
Next Capital Management LLC
54,800 sh
$137.5K
GEODE CAPITAL MANAGEMENT, LLC
35,798 sh
$89.9K
DIMENSIONAL FUND ADVISORS LP
27,905 sh
$70.0K

Congress trades in WVVI

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

WVVI planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

WVVI mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
TETON Westwood Mighty Mites Fund
$51.5K position · as of 2026-06-30
0.0%
The Gabelli Small Cap Growth Fund
$50.2K position · as of 2026-06-30
0.0%
T. Rowe Price Extended Equity Market Index Fund
$27.2K position · as of 2026-06-30
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$124.8K position · as of 2026-06-30
0.0%
U.S. MICRO CAP PORTFOLIO
$9.8K position · as of 2026-07-31
0.0%
Fidelity Extended Market Index Fund
$48.4K position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
5 insiders reported buying shares.
The record shows a net $75.5K bought by insiders over 180 days, 12 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
HSYCOCORMCFLWAYCELHSAMVITLKOWESTFRPTUTZKDP

WVVI financials

Revenue growth
-6.5%
XBRL, annual
Net margin
-2.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$37.8M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-5.9%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$626.7K
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.22x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.07x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
-3.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-2.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-3.2%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Enterprise value
$23.3M
market value at close 2026-10-27 on 2026-08-12 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
+6.7%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$37.2M$39.8M$39.1M$33.9M
Gross profit$22.5M$24.2M$22.6M$18.8M
Operating income-$1.4M$571.9K-$1.2M-$546.4K
Net income-$917.7K-$117.9K-$1.2M-$646.5K
Operating cash flow-$1.8M-$3.2M-$2.0M-$2.7M
Cash$410.9K$320.9K$238.5K$338.7K
Long-term debt$14.0M$12.9M$7.0M$6.4M
SEC XBRL, fiscal years, as known on 2026-10-28

WVVI Stock Sonar score 6/7 axes

Find similar shapesCompare

WVVI ranks highest on risk and compliance (91st percentile) and insider conviction (85th), and lowest on institutional and government (19th), among Food & Beverage peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
36
Inputs
  • Return on equity-3.3% · 38 pct, sector of 66
  • Return on assets-2.1% · 39 pct, sector of 77
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-3.2% · 30 pct, sector of 62
Financial health
50
Inputs
  • Debt to equity0.22x · 62 pct, sector of 66
  • Cash flow to debt0.07x · 38 pct, sector of 59
Growth
20
Inputs
  • Revenue growth, YoY-6.5% · 20 pct, sector of 89
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
85
Inputs
  • Net Form 4 buying (codes P and S), 180d$75K · 73 pct, sector of 56
  • Insider buyers, 180d5 · 96 pct, sector of 56
Institutional and government
19
Inputs
  • Funds adding, latest quarter12 · 19 pct, sector of 79
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
91
Inputs
  • Short interest, % of float+0.4% · 86 pct, sector of 98
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+1.3% · 97 pct, sector of 66
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

WVVI filings, in plain words

Are Willamette Valley Vineyards insiders buying or selling WVVI?

In the 180 days to 2026-10-28, Willamette Valley Vineyards insiders were net buyers, a net $75.5K across purchases and sales reported on Form 4, by 5 buyers.

Read the full summary

In the 180 days to 2026-10-28, Willamette Valley Vineyards insiders were net buyers of WVVI, a net $75.5K across purchases and sales reported on Form 4 by 5 buyers. 5 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

Explore insider trading and ownership data

Every company we track, ranked by each kind of filing
Insider buyingInsider sellingCongress stock tradesActivist 13D stakesForm 144 planned salesCEO pay vs performanceAll companies