Heritage Distilling Holding Company, Inc.
Heritage Distilling Holding Company, Inc. (CASK) Stock Ownership
Latest 13F position summary is not yet available — breakdown and tables fill in after filings publish (typically ~45 days after quarter end).
SEC 13F · FMP · CASK · as of —
Ownership Breakdown
Institutional data for this period is not yet available. SEC Form 13F filings are typically published 45 days after quarter end.
No institutional data available for this period.
Insider Buying vs Selling
CASK insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Varga Andrew M. director | Aug 15, 2025 | Purchase | 300,000 | $0.00 | $30 | 300.0K | Form 4 ↗ |
Stiefel Justin B CEO & Treasurer | Aug 15, 2025 | Purchase | 3,309,615 | $0.00 | $330.962 | 3.31M | Form 4 ↗ |
Swann Matthew J director | Aug 15, 2025 | J-Other | 133,155 | $0.01 | $1.3K | 133.2K | Form 4 ↗ |
Swann Matthew J director | Aug 15, 2025 | J-Other | 119,839 | $0.01 | $1.2K | 119.8K | Form 4 ↗ |
Swann Matthew J director | Aug 15, 2025 | J-Other | 13,315 | — | — | 119.1K | Form 4 ↗ |
Swann Matthew J director | Jun 27, 2025 | Purchase | 10,000 | $0.50 | $5.0K | 10.0K | Form 4 ↗ |
Swann Matthew J director | Aug 15, 2025 | J-Other | 10,000 | $0.50 | $5.0K | 0 | Form 4 ↗ |
Perkins Danielle B SVP of Wholesale Operations | May 22, 2025 | Award | 36,046 | — | — | 110.4K | Form 4 ↗ |
Perkins Danielle B SVP of Wholesale Operations | May 22, 2025 | Award | 74,376 | — | — | 74.4K | Form 4 ↗ |
Marker Beth A SVP of Retail Operations | May 22, 2025 | Award | 43,048 | — | — | 96.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Heritage Distilling Holding Company, Inc. (CASK) is primarily owned by institutional investors, who hold approximately — of total shares outstanding. Company insiders own approximately —, while retail and public investors account for the remaining —.
A total of 0 institutional investors currently hold CASK stock, with a combined institutional value of approximately $0 as of the most recent 13F filing period.
Frequently asked questions
CASK ownershipHeritage Distilling Holding Company, Inc. (CASK) is primarily owned by institutional investors, who hold approximately — of shares. The largest shareholder is — with a — stake. Company insiders hold —. Data sourced from SEC Form 13F as of —.