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 10, 2023 Filed Jul 11, 2023 20:44 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-23-000127 · wk-form4_1689108281.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,425 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 Constellation Brands, Inc. Class A Common Stock. Read SEC document |
| May 19, 2023 Filed May 23, 2023 20:10 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 24,703 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006165 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,704 Underlying: Common Stock · 24,703 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 |
| May 19, 2023 Filed May 23, 2023 20:10 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 24,703 | $79.70 | $1,968,930.38 |
DisclosureSEC source: 0001225208-23-006165 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,769 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 $79.38 to $79.86, 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 19, 2023 Filed May 23, 2023 20:10 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 24,703 | $73.00 | $1,803,319.00 |
DisclosureSEC source: 0001225208-23-006165 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,472 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 |
| February 17, 2023 Filed Feb 21, 2023 21:17 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 4,922 | $73.31 | $360,831.82 |
DisclosureSEC source: 0001225208-23-002373 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,728 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. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:17 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 9,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002373 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,650 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 |
| September 09, 2022 Filed Sep 13, 2022 20:15 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 62,543 | $0.00 Strike: $78.03 | $0.00 |
DisclosureSEC source: 0001225208-22-010273 · doc4.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,543 Underlying: Common Stock · 62,543 shares Expires 2030-09-09 F1 · kind: Stock option award granted under the issuer's incentive compensation plan. F2 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 9, 2022 grant date. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 20:22 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 24,703 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009351 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,407 Underlying: Common Stock · 24,703 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. 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 |
| August 04, 2022 Filed Aug 8, 2022 20:22 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 24,703 | $81.25 | $2,007,175.57 |
DisclosureSEC source: 0001225208-22-009351 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,163 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. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $80.83 to $81.35, 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 04, 2022 Filed Aug 8, 2022 20:22 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 24,703 | $73.00 | $1,803,319.00 |
DisclosureSEC source: 0001225208-22-009351 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,866 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. Read SEC document |
| July 19, 2022 Filed Jul 21, 2022 21:03 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 749 | $0.00 Strike: $244.73 | $0.00 |
DisclosureSEC source: 0000016918-22-000160 · wf-form4_165843739855492.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749 Underlying: Class 1 (convertible) Common Stock · 749 shares Expires 2032-07-19 Read SEC document |
| July 19, 2022 Filed Jul 21, 2022 21:03 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-22-000160 · wf-form4_165843739855492.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469 Underlying: Class A Common Stock · 469 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 |
| February 18, 2022 Filed Feb 22, 2022 21:34 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 8,812 | $79.25 | $698,353.64 |
DisclosureSEC source: 0001225208-22-002884 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,123 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. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $79.11 to $79.46, 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 17, 2022 Filed Feb 22, 2022 21:34 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 16,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002884 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,935 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 03, 2022 Filed Feb 4, 2022 21:44 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,580 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001225208-22-001512 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,580 shares Expires 2022-09-08 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. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 8, 2016 grant date. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 21:44 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 40,580 | $82.93 | $3,365,238.53 |
DisclosureSEC source: 0001225208-22-001512 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,099 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. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $82.44 to $83.24, 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 03, 2022 Filed Feb 4, 2022 21:44 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 40,580 | $72.99 | $2,961,934.20 |
DisclosureSEC source: 0001225208-22-001512 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,679 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. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:46 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 337 | $77.76 | $26,205.12 |
DisclosureSEC source: 0001225208-21-014792 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,099 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 10, 2021 Filed Sep 14, 2021 20:27 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 74,820 | $0.00 Strike: $77.04 | $0.00 |
DisclosureSEC source: 0001225208-21-012365 · doc4.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,820 Underlying: Common Stock · 74,820 shares Expires 2029-09-10 F1 · kind: Stock option award granted under the issuer's incentive compensation plan. F2 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 10, 2021 grant date. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 21:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,290 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001225208-21-011331 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,580 Underlying: Common Stock · 20,290 shares Expires 2022-09-08 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. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 8, 2016 grant date. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 21:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 20,290 | $79.11 | $1,605,135.81 |
DisclosureSEC source: 0001225208-21-011331 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,357 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. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $79.00 to $79.235, 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 05, 2021 Filed Aug 9, 2021 21:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 20,290 | $72.99 | $1,480,967.10 |
DisclosureSEC source: 0001225208-21-011331 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,647 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. Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 14:56 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 987 | $0.00 Strike: $225.17 | $0.00 |
DisclosureSEC source: 0000016918-21-000193 · wf-form4_162696575730093.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987 Underlying: Class 1 (convertible) Common Stock · 987 shares Expires 2031-07-20 Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 14:56 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantClass A Common Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-21-000193 · wf-form4_162696575730093.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,956 F1 · shares: The shares reported herein were granted on July 20, 2021 in the form of restricted stock units. The restricted stock units vest on July 10, 2022. Read SEC document |
| July 10, 2021 Filed Jul 13, 2021 21:11 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-21-000170 · wf-form4_162621064551505.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 567 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: The restricted stock units disposed of in the reported transaction vested on the date specified. Vest shares are delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction vested on the date specified. Vest shares are delivered to the reporting person as of the vesting date. Read SEC document |
| July 10, 2021 Filed Jul 13, 2021 21:11 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-21-000170 · wf-form4_162621064551505.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,446 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 Constellation Brands, Inc. Class A Common Stock. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,289 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001225208-21-008048 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,870 Underlying: Common Stock · 20,289 shares Expires 2022-09-08 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. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 8, 2016 grant date. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 20,289 | $82.62 | $1,676,301.53 |
DisclosureSEC source: 0001225208-21-008048 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,320 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. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $82.45 to $82.78, 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 10, 2021 Filed May 12, 2021 21:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 20,289 | $72.99 | $1,480,894.11 |
DisclosureSEC source: 0001225208-21-008048 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,609 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. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 22:26 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 6,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003333 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,320 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:22 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 9 | $78.19 | $703.71 |
DisclosureSEC source: 0001225208-21-003033 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,398 F1 · kind: Shares withheld for taxes based on the vesting of incremental dividend equivalent units earned in connection with the issuer's most recent dividend payment. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 22:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 1,512 | $78.43 | $118,586.16 |
DisclosureSEC source: 0001225208-21-002779 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,381 F1 · kind: Payment of tax liability by withholding shares from restricted stock units vesting under the issuer's incentive compensation plan. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,692 | $0.00 Strike: $61.93 | $0.00 |
DisclosureSEC source: 0001225208-21-001874 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,692 shares Expires 2021-09-10 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. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 10, 2015 grant date. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 20,692 | $78.65 | $1,627,347.17 |
DisclosureSEC source: 0001225208-21-001874 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,893 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. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $78.45 to $78.93, 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, 2021 Filed Feb 8, 2021 22:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 20,692 | $61.93 | $1,281,455.56 |
DisclosureSEC source: 0001225208-21-001874 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,585 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. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 22:36 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,693 | $0.00 Strike: $61.93 | $0.00 |
DisclosureSEC source: 0001225208-20-013255 · doc4.xml · derivative · entry 5 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,692 Underlying: Common Stock · 20,693 shares Expires 2021-09-10 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. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 10, 2015 grant date. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 22:36 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 13,893 | $84.12 | $1,168,658.32 |
DisclosureSEC source: 0001225208-20-013255 · doc4.xml · nonDerivative · entry 3 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,869 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. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $83.67 to $84.63, 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 05, 2020 Filed Nov 9, 2020 22:36 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 6,800 | $84.75 | $576,300.00 |
DisclosureSEC source: 0001225208-20-013255 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,762 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. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 22:36 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 20,693 | $61.93 | $1,281,517.49 |
DisclosureSEC source: 0001225208-20-013255 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,562 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. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 21:11 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 69,938 | $0.00 Strike: $76.41 | $0.00 |
DisclosureSEC source: 0001225208-20-011504 · doc4.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,938 Underlying: Common Stock · 69,938 shares Expires 2028-09-10 F1 · kind: Stock option award granted under the issuer's incentive compensation plan. F2 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 10, 2020 grant date. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 21:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionStock Option (Right to Buy) · Derivative | 41,386 | $0.00 Strike: $61.93 | $0.00 |
DisclosureSEC source: 0001225208-20-010461 · doc4.xml · derivative · entry 4 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,385 Underlying: Common Stock · 41,386 shares Expires 2021-09-10 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. F4 · derivative.exercise_date: Option became exercisable in one-third increments beginning on the first anniversary of the September 10, 2015 grant date. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 21:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 41,386 | $75.80 | $3,136,967.75 |
DisclosureSEC source: 0001225208-20-010461 · doc4.xml · nonDerivative · entry 2 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,842 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. F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $75.61 to $75.95, 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 06, 2020 Filed Aug 10, 2020 21:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Exercise / conversionCommon Stock | 41,386 | $61.93 | $2,563,034.98 |
DisclosureSEC source: 0001225208-20-010461 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,228 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. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 20:10 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,391 | $0.00 Strike: $180.77 | $0.00 |
DisclosureSEC source: 0000016918-20-000201 · wf-form4_159553501526891.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,391 Underlying: Class 1 (convertible) Common Stock · 1,391 shares Expires 2030-07-21 Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 20:10 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-20-000201 · wf-form4_159553501526891.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567 Underlying: Class A Common Stock · 567 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 01, 2020 Filed Jul 6, 2020 20:22 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-20-000183 · wf-form4_159406694265649.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 517 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: The restricted stock units disposed of in the reported transaction vested on the date specified. Vested shares are delivered to the reporting person as of the vesting date. F2 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction vested on the date specified. Vested shares are delivered to the reporting person as of the vesting date. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:22 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-20-000183 · wf-form4_159406694265649.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 879 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 Constellation Brands, Inc. Class A Common Stock. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 22:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 4,336 | $75.52 | $327,436.08 |
DisclosureSEC source: 0001225208-20-003575 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,812 F1 · 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. F2 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $75.45 to $75.525, 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 12, 2019 Filed Sep 16, 2019 20:55 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 66,250 | $0.00 Strike: $72.29 | $0.00 |
DisclosureSEC source: 0001225208-19-012567 · doc4.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,250 Underlying: Common Stock · 66,250 shares Expires 2027-09-12 F1 · kind: Stock option award granted under the issuer's incentive compensation plan. F2 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 12, 2019 grant date. Read SEC document |
| July 16, 2019 Filed Jul 18, 2019 20:20 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010358 · doc4.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517 Underlying: Class A Common Stock · 517 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.