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$CASK All transactions

Heritage Distilling Holding Company, Inc.

M

$ Value

$117K

Shares

220,989

Price

$1

Filed

May 27

Insider

Name

Stiefel Justin B

Title

CEO & Treasurer

CIK

0002044207

Roles

Director Officer

Transaction Details

Transaction Date

2025-05-22

Code

M

Table

Non-Derivative

Ownership

Indirect

Equity Swap

No

Shares After

288,283

Footnotes

Includes 1,737 shares beneficially owned through American Estate and Trust, LC FBO Justin Stiefel IRA account | These securities are held by Jennifer D.H. Stiefel, the spouse of the reporting person. For purposes of Section 16 of the Exchange Act, the reporting person disclaims beneficial ownership of any such securities, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. | Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. | The RSUs vested in full immediately upon grant on May 22, 2025. | The reporting person was awarded the RSUs on November 25, 2024, subject to approval by the issuer's board of directors. The RSUs were formally granted on May 22, 2025, following such board approval. | The RSUs were granted on June 5, 2024 subject to a vesting condition tied to the expiration of a lock-up agreement. The RSUs vested and settled on May 24, 2025 upon the lock-up's expiration.

Filing Info

Accession No.

0001788230-25-000089

Form Type

4

Issuer CIK

0001788230

Stiefel Justin B's History

Date Ticker Type Value
2025-09-18 CASK M $331
2025-09-18 CASK M $2.0M
2025-08-15 CASK $2.0M
2025-05-24 CASK M $23K
2025-05-24 CASK M $0
2025-05-24 CASK M $0
2025-05-22 CASK M $127K
2025-05-22 CASK M $22K
2025-05-22 CASK M $117K
2025-05-22 CASK A $0

Other Insiders at CASK (90d)

Insider Bought Sold Last
Perkins Danielle B
SVP of Wholesale Operations
2026-04-02
Marker Beth A
SVP of Retail Operations
2026-04-02