Home/Filings/4/0001788230-25-000138
4//SEC Filing

Swann Matthew J 4

Accession 0001788230-25-000138

CIK 0001788230other

Filed

Aug 18, 8:00 PM ET

Accepted

Aug 19, 4:15 PM ET

Size

14.3 KB

Accession

0001788230-25-000138

Insider Transaction Report

Form 4
Period: 2025-06-27
Transactions
  • Purchase

    Series B Convertible Preferred Stock

    2025-06-27$10.00/sh+10,000$100,00010,000 total
    Exercise: $0.50From: 2025-12-24Exp: 2028-06-27Common Stock (264,000 underlying)
  • Other

    Common Stock

    2025-08-15+13,315119,065 total
  • Other

    Pre-Funded Warrant to Purchase Common Stock

    2025-08-15+133,155133,155 total
    Exercise: $0.01Exp: 2030-08-08Common Stock (133,155 underlying)
  • Other

    Series B Convertible Preferred Stock

    2025-08-1510,0000 total
    Exercise: $0.50From: 2025-12-24Exp: 2028-06-27Common Stock (13,315 underlying)
  • Other

    Pre-Funded Warrant to Purchase Common Stock

    2025-08-15+119,839119,839 total
    Exercise: $0.01Exp: 2030-08-08Common Stock (119,839 underlying)
Footnotes (4)
  • [F1]On August 15, 2025, the reporting person exchanged 10,000 shares of Series B Convertible Preferred Stock for (i) 13,315 shares of common stock, par value $0.0001 per share (the "Common Stock"), of Heritage Distilling Holding Company, Inc. and (ii) pre-funded warrants to purchase an aggregate of 252,994 shares of Common Stock pursuant to an exchange agreement.
  • [F2]The reporting person acquired shares of Series B Convertible Preferred Stock on June 27, 2025, which were inadvertently omitted from the reporting person's prior filings. This Form 4 corrects the prior omission by reporting such acquisition.
  • [F3]The pre-funded warrant reported herein will become exercisable on the earlier of (i) three months after the date of issuance of such warrant or (ii) the first trading day after the date of issuance of such warrant on which the closing price of the Common Stock equals or exceeds $1.50 per share.
  • [F4]The pre-funded warrant reported herein will become exercisable on the earlier of (i) six months after the date of issuance of such warrant or (ii) the first trading day after the date of issuance of such warrant on which the closing price of the Common Stock equals or exceeds $2.00 per share.

Issuer

Heritage Distilling Holding Company, Inc.

CIK 0001788230

Entity typeother

Related Parties

1
  • filerCIK 0002051918

Filing Metadata

Form type
4
Filed
Aug 18, 8:00 PM ET
Accepted
Aug 19, 4:15 PM ET
Size
14.3 KB