Welcome to our dedicated page for Willamette Vy Vineyard SEC filings (Ticker: WVVI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Willamette Valley Vineyards, Inc. (NASDAQ: WVVI), a publicly traded Oregon winery focused on Pinot Noir and direct-to-consumer sales. Although individual documents are not reproduced here, the company’s press releases frequently reference its Form 10-Q quarterly reports and Form 10-K annual report filed on EDGAR, which contain detailed financial statements, management discussion, and risk factor disclosures.
Annual reports on Form 10-K for Willamette Valley Vineyards include audited financial statements, discussion of net sales, gross profit, operating expenses, and net income or loss, as well as information about the company’s vineyard holdings, direct and distributor sales segments, and community ownership model. These filings also contain Item 1A "Risk Factors," which the company cites in its forward-looking statements as the primary source for understanding risks such as grape supply, competition, distributor relations, adverse weather, and changes in consumer demand for premium wines.
Quarterly reports on Form 10-Q provide interim updates on performance, including segment-level sales trends, gross margin drivers, and changes in selling, general and administrative expenses. In its earnings press releases, Willamette Valley Vineyards directs readers to these 10-Q filings for complete discussions of its financial condition and operating results for each quarter.
Investors interested in capital structure and shareholder programs can also review filings related to the company’s Series A Redeemable Preferred Stock (WVVIP) and any registration statements or offering documents associated with preferred stock offerings described in its news releases. These materials explain dividend terms, preferences, and other rights of preferred shareholders.
On Stock Titan, SEC documents for WVVI are paired with AI-powered summaries that highlight key points from lengthy filings, helping readers quickly identify revenue trends, segment performance, risk disclosures, and capital markets activity without reading every page of the original forms.
Willamette Valley Vineyards reported a 2025 net loss of $917,685 as softer demand and higher selling costs weighed on results. Net sales fell 6.5% to $37.2 million as case volumes declined 7.2% to 173,014, with both direct-to-consumer and distributor channels down.
Gross margin remained strong at 60.5%, but EBITDA decreased 19.7% to $3.2 million. Direct sales contributed 54.4% of revenue, reflecting the company’s focus on higher-margin tasting rooms, clubs and online sales, while distributor sales made up 45.6% amid broader U.S. wine market and consumer headwinds.
Osborn Michael Jordan reported acquisition or exercise transactions in this Form 4 filing.
Willamette Valley Vineyards Chief Executive Officer Michael Jordan Osborn received 15,000 shares of Common Stock as a grant. The shares were awarded at no purchase price as unrestricted common stock under the Willamette Valley Vineyards, Inc. 2025 Omnibus Equity Incentive Plan. Following this compensation-related award, he directly holds 20,000 shares of Common Stock as reported for this transaction.
Willamette Valley Vineyards, Inc. reported that its Chief Financial Officer, John Ferry, has informed the Board of Directors that he intends to resign from his role in May 2026, with the exact departure date to be set later. Ferry has also told the Board he plans to assist with identifying, appointing, and transitioning his successor as Chief Financial Officer, indicating an orderly handover rather than an immediate change.
Willamette Valley Vineyards reported insider share purchases by its CEO, Michael Jordan Osborn. He bought common stock in a series of open-market transactions on December 10 and 11, 2025, each coded as a purchase.
The reported trades were executed at prices between $2.905 and $2.98 per share. Following these transactions, Osborn beneficially owns 5,000 shares of Willamette Valley Vineyards common stock directly.
Willamette Valley Vineyards (WVVI) director share purchases reported
A director of Willamette Valley Vineyards, Inc. reported open-market purchases of the company’s common stock. On 11/24/2025, the reporting person bought 1,900 shares at a price of $2.59 per share and an additional 100 shares at $2.61 per share.
Following these transactions, the director beneficially owns 20,427 shares of Willamette Valley Vineyards common stock, held in direct ownership. The filing is a Form 4, which discloses changes in the holdings of company insiders.
Willamette Valley Vineyards (WVVI) president and director James W. Bernau reported open-market purchases of the company’s common stock. On 11/21/2025, he bought 500 shares at $2.59, 3,000 shares at $2.60, and 621 shares at $2.54, all coded as purchases. After these transactions, he beneficially owned 374,501 shares of Willamette Valley Vineyards common stock in direct ownership.
Willamette Valley Vineyards (WVVI) reported weaker Q3 results. Sales were $8,353,200, down 10.9% year over year, as both direct and distributor channels declined. Gross margin was 59.9% versus 62.0% a year ago, reflecting higher distributor rebates. Net loss widened to $1,092,450, and loss per common share after preferred dividends was $0.33.
For the nine months, sales were $26,090,546, down 8.5%. Net loss was $1,728,636, with higher interest expense tied to increased long‑term debt. Cash was $372,566 and inventories were $34,267,179 at quarter‑end, supporting future sales but consuming working capital. The company reported working capital of $25.8 million and renewed its bank line to July 31, 2026, with $1,164,558 outstanding at 7.0%.
Preferred dividends accrued were $563,177 in Q3, and the Series A shelf program added $1,621,598 of investor deposits year‑to‑date. Long‑term debt totaled $15,428,093. Shares outstanding were 4,964,529 as of November 13, 2025.