Welcome to our dedicated page for Willamette Valy SEC filings (Ticker: WVVIP), 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.
The Willamette Valley Vineyards, Inc. Series A Redeemable Preferred (NASDAQ: WVVIP) SEC filings page on Stock Titan is intended to organize regulatory documents related to the preferred stock issued by Willamette Valley Vineyards, Inc. While no specific filings are listed in the provided data, the company states that WVVIP is governed by an Amended and Restated Certificate of Designation of the Preferences, Limitations, and Relative Rights of the Series A Redeemable Preferred Stock.
In general, investors researching WVVIP may look to SEC filings by Willamette Valley Vineyards, Inc. under its common stock symbol WVVI for information about the preferred stock. These filings typically include annual reports on Form 10-K and quarterly reports on Form 10-Q, which can describe the company’s capital structure, dividend policies, and any outstanding preferred stock, as well as risk factors and notes to the financial statements that reference preferred equity.
Company press releases about WVVIP dividends emphasize that future dividends are subject to approval by the board of directors and must comply with the terms of the Amended and Restated Certificate of Designation. Regulatory filings are the place where such governing documents and related disclosures are formally recorded. On Stock Titan, AI-powered tools can help summarize lengthy filings, highlight sections that discuss the Series A Redeemable Preferred stock, and make it easier to identify references to dividend provisions, redemption terms, and other rights associated with WVVIP.
Users interested in WVVIP can use this page to monitor new EDGAR submissions by Willamette Valley Vineyards, Inc., review historical filings that mention the Series A Redeemable Preferred stock, and better understand how the preferred stock fits into the company’s overall financial and corporate structure.
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.
Stanley G. Turel, a director of Willamette Valley Vineyards Inc. (ticker shown as WVVI), reported two open-market purchases of the issuer's common stock in a Form 4. On 08/22/2025 he acquired 1,000 shares at $4.10 each, and on 08/25/2025 he acquired 250 shares at $4.35 each. Following these transactions he reported beneficial ownership of 18,427 shares held directly. The filing is signed on 08/26/2025 and lists the reporter's address in Bend, Oregon.
Michael J. Osborn, identified as Chief Executive Officer and Director, reported three purchases of the issuer's common stock. On 08/21/2025 he purchased 1,000 shares at $4.42, and on 08/22/2025 he purchased two lots of 500 shares at $4.14 and $4.15 respectively. Reported holdings increased from 0 to 2,000 shares on a direct basis. The Form 4 is signed 08/25/2025.
Willamette Valley Vineyards reported net sales of $10.20 million for the quarter ended June 30, 2025, down 1.3% from $10.33 million a year earlier, and $17.74 million for the six months, down 7.3% from $19.14 million. Gross profit was $6.22 million for the quarter (61.0% of sales) and $10.98 million for six months (61.9% of sales). The company posted net income of $92,795 in Q2 but a six-month net loss of $636,186; after accrued preferred dividends the loss applicable to common shareholders was $1.76 million for the six months, or $0.36 per common share.
The balance sheet shows
Carl D. Thoma filed a Schedule 13G amendment reporting beneficial ownership of 50,000 shares of Willamette Valley Vineyards, Inc. common stock, equal to 1.0% of the class based on 4,964,529 shares outstanding as reported by the issuer. The filing shows Mr. Thoma holds sole voting and sole dispositive power over the 50,000 shares.
The disclosure indicates ownership of less than 5% of the company and affirms the securities were not acquired to influence control of the issuer. No other affiliations, group relationships, or holdings on behalf of others are reported.
Willamette Valley Vineyards, Inc. (WVVIP) received a Notice of Effectiveness from the U.S. Securities and Exchange Commission on June 25, 2025 at 12:00 p.m.. The filing confirms that the company’s Form S-3 registration statement—file number 333-288108—covering its Series A Redeemable Preferred Stock is now effective. This regulatory milestone legally permits the company to proceed with issuing the registered securities, subject to market conditions and any subsequent prospectus supplements. No financial figures, offering size, or use-of-proceeds details were disclosed in this notice.