As of June 18, 2026, the three largest insider holders of WVVI are James W Bernau (President, 374.50K shares), James W Bernau (Chief Executive Officer, 355.50K shares), Stanley G Turel (Director, 20.43K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James W Bernau | President | 374,501 | 0 | 24 Nov, 2025 |
| Stanley G Turel | - | 20,427 | 0 | 25 Nov, 2025 |
| Sarah Alice Rose | - | 5,000 | 0 | 13 Jan, 2025 |
| Michael Jordan Osborn | Ceo | 5,000 | 0 | 16 Dec, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Dec, 2025 | Michael Jordan Osborn | Common Stock | A | 500 | $2.95 | 2,500 | D | P |
| 10 Dec, 2025 | Michael Jordan Osborn | Common Stock | A | 500 | $2.93 | 3,000 | D | P |
| 11 Dec, 2025 | Michael Jordan Osborn | Common Stock | A | 500 | $2.91 | 3,500 | D | P |
| 11 Dec, 2025 | Michael Jordan Osborn | Common Stock | A | 500 | $2.96 | 4,000 | D | P |
| 11 Dec, 2025 | Michael Jordan Osborn | Common Stock | A | 89 | $2.95 | 4,089 | D | P |
| 11 Dec, 2025 | Michael Jordan Osborn | Common Stock | A | 9 | $2.91 | 4,098 | D | P |
| 11 Dec, 2025 | Michael Jordan Osborn | Common Stock | A | 9 | $2.98 | 4,107 | D | P |
| 11 Dec, 2025 | Michael Jordan Osborn | Common Stock | A | 893 | $2.91 | 5,000 | D | P |
| 24 Nov, 2025 | Stanley G Turel | Common Stock | A | 1,900 | $2.59 | 20,327 | D | P |
| 24 Nov, 2025 | Stanley G Turel | Common Stock | A | 100 | $2.61 | 20,427 | D | P |
| 21 Nov, 2025 | James W Bernau | Common Stock | A | 500 | $2.59 | 370,880 | D | P |
| 21 Nov, 2025 | James W Bernau | Common Stock | A | 3,000 | $2.60 | 373,880 | D | P |
| 21 Nov, 2025 | James W Bernau | Common Stock | A | 621 | $2.54 | 374,501 | D | P |
| 22 Aug, 2025 | Stanley G Turel | Common Stock | A | 1,000 | $4.10 | 18,177 | D | P |
| 25 Aug, 2025 | Stanley G Turel | Common Stock | A | 250 | $4.35 | 18,427 | D | P |
| 21 Aug, 2025 | Michael Jordan Osborn | Common Stock | A | 1,000 | $4.42 | 1,000 | D | P |
| 22 Aug, 2025 | Michael Jordan Osborn | Common Stock | A | 500 | $4.14 | 1,500 | D | P |
| 22 Aug, 2025 | Michael Jordan Osborn | Common Stock | A | 500 | $4.15 | 2,000 | D | P |
| 10 Jan, 2025 | Sarah Alice Rose | Common Stock | A | 1,107 | $3.64 | 1,107 | D | P |
| 10 Jan, 2025 | Sarah Alice Rose | Common Stock | A | 3,893 | $3.71 | 5,000 | D | P |