Willamette Valley Vineyards Inc
Ownership
Ownership Structure
Who owns Willamette Valley Vineyards Inc (WVVI)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 78.8% of the shares are freely tradable; institutional investors hold 12.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Capital Management, LLC | 3.99 | 198,896 | +0.0 | 06/30/2026 |
| Renaissance Technologies Corp | 1.27 | 63,352 | -4.1 | 06/30/2026 |
| Next Capital Management LLC | 1.10 | 54,800 | +0.0 | 06/30/2026 |
| Geode Capital Management, LLC | 0.72 | 35,798 | -2.5 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 0.56 | 27,905 | -1.8 | 06/30/2026 |
| Vanguard Fiduciary Trust Co | 0.52 | 25,866 | -0.2 | 06/30/2026 |
| Teton Advisors, LLC | 0.41 | 20,500 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| CL Disciplined Growth Private | 4.96 | 247,000 | +0.0 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.00 | 149,173 | +0.0 | 09/30/2026 |
| TETON Westwood Mighty Mites AAA | 0.41 | 20,500 | +0.0 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Riccardi Chris | Director | 491,661 | 884,990 $ | Oct 1, 2026 | direct |
| Bernau James W | President | 380,001 | 684,002 $ | Oct 1, 2026 | direct |
| Osborn Michael Jordan | Chief Executive Officer | 35,000 | 63,000 $ | Oct 2, 2026 | both |
| Voorhies Gregory William | Director | 30,000 | 54,000 $ | Oct 5, 2026 | direct |
| Hazlett John Walter | Chief Financial Officer | 10,000 | 18,000 $ | Oct 12, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 12, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 2,004 | 2.05 | 4,108 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 319 | 2.10 | 670 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 1,400 | 2.09 | 2,926 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 600 | 2.07 | 1,242 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 631 | 2.05 | 1,294 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 250 | 2.04 | 510 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 126 | 2.02 | 255 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 174 | 2.01 | 350 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 296 | 2.00 | 591 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 100 | 2.02 | 202 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 336 | 2.00 | 672 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 750 | 1.97 | 1,478 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 599 | 1.96 | 1,174 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 315 | 1.95 | 614 |
| Oct 9, 2026 | Hazlett John Walter | Chief Financial Officer | Buy | 2,000 | 1.96 | 3,920 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 450 | 1.97 | 887 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 336 | 1.97 | 662 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 214 | 1.97 | 421 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 216 | 1.88 | 406 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 84 | 1.95 | 164 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 60 | 1.95 | 117 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 1 | 1.95 | 2 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 294 | 1.95 | 573 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 345 | 1.95 | 673 |
| Oct 7, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 1,000 | 1.90 | 1,895 |
| Oct 5, 2026 | Voorhies Gregory William | Director | Buy | 2,000 | 1.95 | 3,900 |
| Oct 2, 2026 | Voorhies Gregory William | Director | Buy | 2,000 | 1.95 | 3,900 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 168 | 1.96 | 329 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 135 | 2.00 | 270 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 4,253 | 1.98 | 8,421 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 100 | 1.96 | 196 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 189 | 1.94 | 367 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 3,241 | 1.84 | 5,963 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 1 | 1.85 | 2 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 980 | 1.90 | 1,862 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 32 | 1.80 | 58 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 129 | 1.81 | 233 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 150 | 1.82 | 273 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 21 | 1.83 | 38 |
| Oct 2, 2026 | Osborn Michael Jordan | Chief Executive Officer | Buy | 300 | 1.79 | 537 |
| Oct 1, 2026 | Riccardi Chris | Director | Buy | 2,200 | 1.80 | 3,960 |
| Oct 1, 2026 | Bernau James W | President | Buy | 900 | 1.71 | 1,539 |
| Oct 1, 2026 | Bernau James W | President | Buy | 189 | 1.75 | 331 |
| Oct 1, 2026 | Bernau James W | President | Buy | 55 | 1.75 | 96 |
| Oct 1, 2026 | Bernau James W | President | Buy | 300 | 1.75 | 525 |
| Oct 1, 2026 | Bernau James W | President | Buy | 500 | 1.75 | 875 |
| Oct 1, 2026 | Bernau James W | President | Buy | 211 | 1.73 | 365 |
| Oct 1, 2026 | Bernau James W | President | Buy | 2,200 | 1.71 | 3,762 |
| Oct 1, 2026 | Bernau James W | President | Buy | 100 | 1.73 | 173 |
| Oct 1, 2026 | Bernau James W | President | Buy | 145 | 1.75 | 254 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.