Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLGATE PALMOLIVE COCL · Entity 2972 | CLO and Secretary | February 23, 2026 | February 25, 2026 |
| CONSTELLATION BRANDS, INC.STZ · Entity 3227 | Director | July 22, 2026 | July 24, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COLGATE PALMOLIVE CO
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,844 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-23 · Grant · Acquired 25,742 · Balance 102,195 F1: Represents vesting of a previously-granted performance-based restricted stock unit ("PBRSU") that was earned under the issuer's incentive compensation plan based on the achievement of performance goals for a completed performance period. The earned PBRSUs are settled solely in shares of Common Stock. Row 2 · 2026-02-23 · Tax withholding · Disposed 12,351 · Balance 89,844 F2: Withholding of shares for payment of tax liability incident to the vesting of PBRSUs under the issuer's incentive compensation plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Issuer's 401(k) Plan Trustee | 1,837 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,837 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of a previously-granted performance-based restricted stock unit ("PBRSU") that was earned under the issuer's incentive compensation plan based on the achievement of performance goals for a completed performance period. The earned PBRSUs are settled solely in shares of Common Stock.
F2: Withholding of shares for payment of tax liability incident to the vesting of PBRSUs under the issuer's incentive compensation plan.
CONSTELLATION BRANDS, INC.
Report date July 22, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,400 |
Reported balance
After 2026-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 1,400 · Balance 1,400 F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock.
F2: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 22, 2026 Filed Jul 24, 2026 20:28 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001410523-26-000005 · wk-form4_1784924884.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,400 Underlying: Class A Common Stock · 1,400 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001410523-26-000003 · wk-form4_1784062273.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,114 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001410523-26-000003 · wk-form4_1784062273.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,505 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:18 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 12,351 | $97.10 | $1,199,282.10 |
DisclosureSEC source: 0001225208-26-002616 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,844 F2 · kind: Withholding of shares for payment of tax liability incident to the vesting of PBRSUs under the issuer's incentive compensation plan. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:18 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 25,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002616 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,195 F1 · kind: Represents vesting of a previously-granted performance-based restricted stock unit ("PBRSU") that was earned under the issuer's incentive compensation plan based on the achievement of performance goals for a completed performance period. The earned PBRSUs are settled solely in shares of Common Stock. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,000 | $0.00 Strike: $72.29 | $0.00 |
DisclosureSEC source: 0001225208-26-001420 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,000 shares Expires 2027-09-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 12, 2019 grant date. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 22,000 | $94.34 | $2,075,398.60 |
DisclosureSEC source: 0001225208-26-001420 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,406 F2 · kind: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's incentive compensation plan and the related tax withholding. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $94.32 to $94.42, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 22,000 | $72.29 | $1,590,380.00 |
DisclosureSEC source: 0001225208-26-001420 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,406 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 21:07 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 213 | $78.20 | $16,656.60 |
DisclosureSEC source: 0001225208-25-009715 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,406 F1 · kind: Payment of Medicare and income tax liability by withholding shares of stock from restricted stock units previously granted under the issuer's incentive compensation plan. The reporting person continues to hold the restricted stock units originally granted, less the amount of this required tax withholding. Read SEC document |
| September 13, 2025 Filed Sep 16, 2025 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 900 | $83.28 | $74,952.00 |
DisclosureSEC source: 0001225208-25-008011 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,559 F1 · kind: Withholding of shares for payment of tax liability incident to the vesting of restricted stock units under the issuer's incentive compensation plan. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 521 | $83.28 | $43,388.88 |
DisclosureSEC source: 0001225208-25-008011 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,459 F1 · kind: Withholding of shares for payment of tax liability incident to the vesting of restricted stock units under the issuer's incentive compensation plan. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 31,796 | $0.00 Strike: $84.06 | $0.00 |
DisclosureSEC source: 0001225208-25-007958 · doc4.xml · derivative · entry 3 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,796 Underlying: Common Stock · 31,796 shares Expires 2033-09-11 F2 · kind: Stock option award granted under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 11, 2025 grant date. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 4,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007958 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,980 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan. The restricted stock unit award vests in equal 1/3 installments on each of the first, second and third anniversary of the date of grant. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:49 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-25-000112 · wk-form4_1752785388.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,114 Underlying: Class A Common Stock · 1,114 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. Read SEC document |
| July 10, 2025 Filed Jul 14, 2025 20:41 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 503 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-25-000082 · wk-form4_1752525686.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 503 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. Read SEC document |
| July 10, 2025 Filed Jul 14, 2025 20:41 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 503 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-25-000082 · wk-form4_1752525686.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,391 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:27 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 7,829 | $87.75 | $686,994.75 |
DisclosureSEC source: 0001225208-25-001820 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,262 F2 · kind: Withholding of shares for payment of tax liability incident to the vesting of PBRSUs under the issuer's incentive compensation plan. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:27 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 18,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001820 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,091 F1 · kind: Represents vesting of a previously-granted performance-based restricted stock unit ("PBRSU") that was earned under the issuer's incentive compensation plan based on the achievement of performance goals for a completed performance period. The earned PBRSUs are settled solely in shares of Common Stock. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 21:35 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 168 | $94.61 | $15,894.48 |
DisclosureSEC source: 0001225208-24-010573 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,490 F1 · kind: Payment of Medicare and income tax liability by withholding shares of stock from restricted stock units previously granted under the issuer's incentive compensation plan. The reporting person continues to hold the restricted stock units originally granted, less the amount of this required tax withholding. Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 20:13 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 762 | $105.73 | $80,566.26 |
DisclosureSEC source: 0001225208-24-008714 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,619 F2 · kind: Withholding of shares for payment of tax liability incident to the vesting of restricted stock units under the issuer's incentive compensation plan. Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 20:13 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 25,563 | $0.00 Strike: $106.34 | $0.00 |
DisclosureSEC source: 0001225208-24-008714 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,563 Underlying: Common Stock · 25,563 shares Expires 2032-09-12 F3 · kind: Stock option award granted under the issuer's incentive compensation plan. F4 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 12, 2024 grant date. Read SEC document |
| September 12, 2024 Filed Sep 16, 2024 20:13 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008714 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,381 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan. The restricted stock unit award vests in equal 1/3 installments on each of the first, second and third anniversary of the date of grant. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:18 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,000 | $0.00 Strike: $72.29 | $0.00 |
DisclosureSEC source: 0001225208-24-007974 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Stock · 22,000 shares Expires 2027-09-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 12, 2019 grant date. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:18 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 22,000 | $102.76 | $2,260,728.80 |
DisclosureSEC source: 0001225208-24-007974 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,726 F2 · kind: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's incentive compensation plan and the related tax withholding. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $102.58 to $102.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:18 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 22,000 | $72.29 | $1,590,380.00 |
DisclosureSEC source: 0001225208-24-007974 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. Read SEC document |
| July 17, 2024 Filed Jul 18, 2024 21:14 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 734 | $0.00 Strike: $248.23 | $0.00 |
DisclosureSEC source: 0000016918-24-000163 · wk-form4_1721337255.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 734 Underlying: Class 1 (convertible) Common Stock · 734 shares Expires 2034-07-17 Read SEC document |
| July 17, 2024 Filed Jul 18, 2024 21:14 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 503 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-24-000163 · wk-form4_1721337255.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503 Underlying: Class A Common Stock · 503 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 20:50 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-24-000130 · wk-form4_1720817433.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 463 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 20:50 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-24-000130 · wk-form4_1720817433.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,250 | $0.00 Strike: $72.29 | $0.00 |
DisclosureSEC source: 0001225208-24-006094 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,000 Underlying: Common Stock · 22,250 shares Expires 2027-09-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 12, 2019 grant date. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 22,250 | $94.15 | $2,094,939.85 |
DisclosureSEC source: 0001225208-24-006094 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,698 F2 · kind: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's incentive compensation plan and the related tax withholding. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $94.13 to $94.23, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 22,250 | $72.29 | $1,608,452.50 |
DisclosureSEC source: 0001225208-24-006094 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,948 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. Read SEC document |
| February 20, 2024 Filed Feb 20, 2024 22:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 3,538 | $84.67 | $299,578.38 |
DisclosureSEC source: 0001225208-24-002454 · doc4.xml · nonDerivative · entry 3 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,698 F4 · kind: Sale of shares with proceeds delivered to the issuer for payment of tax liability incident to vesting of a restricted stock unit award under the issuer's incentive compensation plan. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. F5 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $84.59 to $84.69, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 5,790 | $83.96 | $486,108.14 |
DisclosureSEC source: 0001225208-24-002454 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,236 F2 · kind: Sale of shares with proceeds delivered to the issuer for payment of tax liability incident to the vesting of PBRSUs under the issuer's incentive compensation plan. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $83.95 to $83.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 11,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002454 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 69,026 F1 · kind: Represents vesting of a previously-granted performance-based restricted stock unit ("PBRSU") that was earned under the issuer's incentive compensation plan based on the achievement of performance goals for a completed performance period. The earned PBRSUs are settled solely in shares of Common Stock. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:10 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 61,633 | $0.00 Strike: $68.16 | $0.00 |
DisclosureSEC source: 0001225208-24-001487 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,633 shares Expires 2024-09-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 13, 2018 grant date. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:10 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 61,633 | $83.93 | $5,172,697.44 |
DisclosureSEC source: 0001225208-24-001487 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,948 F2 · kind: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's incentive compensation plan and the related tax withholding. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $83.73 to $84.19, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:10 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 61,633 | $68.16 | $4,200,905.28 |
DisclosureSEC source: 0001225208-24-001487 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 119,581 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 245 | $77.47 | $18,980.15 |
DisclosureSEC source: 0001225208-23-010894 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,948 F1 · kind: Payment of Medicare and income tax liability by withholding shares of stock from restricted stock units previously granted under the issuer's incentive compensation plan. The reporting person continues to hold the restricted stock units originally granted, less the amount of this required tax withholding. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 21:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,800 | $0.00 Strike: $68.16 | $0.00 |
DisclosureSEC source: 0001225208-23-010657 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,633 Underlying: Common Stock · 3,800 shares Expires 2024-09-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 13, 2018 grant date. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 21:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 3,800 | $79.01 | $300,219.38 |
DisclosureSEC source: 0001225208-23-010657 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,193 F2 · kind: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's incentive compensation plan and the related tax withholding. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $79.00 to $79.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 21:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 3,800 | $68.16 | $259,008.00 |
DisclosureSEC source: 0001225208-23-010657 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,993 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:09 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 38,886 | $0.00 Strike: $72.83 | $0.00 |
DisclosureSEC source: 0001225208-23-008952 · doc4.xml · derivative · entry 3 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,886 Underlying: Common Stock · 38,886 shares Expires 2031-09-13 F2 · kind: Stock option award granted under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 13, 2023 grant date. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:09 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 5,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008952 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,114 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan. The restricted stock unit award vests in equal 1/3 installments on each of the first, second and third anniversary of the date of grant. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 20:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 24,704 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008898 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,704 shares Expires 2023-09-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 25, 2017 grant date. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 20:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 24,704 | $73.31 | $1,811,015.65 |
DisclosureSEC source: 0001225208-23-008898 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,813 F2 · kind: Sale of shares with a portion of the proceeds delivered to the issuer for payment of the exercise price of options under the issuer's incentive compensation plan and the related tax withholding. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $73.20 to $73.47, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 20:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 24,704 | $73.00 | $1,803,392.00 |
DisclosureSEC source: 0001225208-23-008898 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,517 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of stock options awarded under the issuer's incentive compensation plan. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 20:21 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 658 | $0.00 Strike: $269.50 | $0.00 |
DisclosureSEC source: 0000016918-23-000167 · wk-form4_1690316495.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 658 Underlying: Class 1 (convertible) Common Stock · 658 shares Expires 2033-07-21 Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 20:21 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-23-000167 · wk-form4_1690316495.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463 Underlying: Class A Common Stock · 463 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F2 · derivative.exercise_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. Read SEC document |
| July 10, 2023 Filed Jul 11, 2023 20:44 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-23-000127 · wk-form4_1689108281.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 469 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F2 · derivative.exercise_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: All of these restricted stock units vest on the date specified. Vested shares will be delivered to the reporting person as of the vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.