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 16, 2019 Filed Jul 18, 2019 20:20 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,289 | $0.00 Strike: $197.88 | $0.00 |
DisclosureSEC source: 0001225208-19-010358 · doc4.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,289 Underlying: Class 1 Common Stock · 1,289 shares Expires 2029-07-16 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:49 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 3,498 | $66.39 | $232,245.51 |
DisclosureSEC source: 0001123292-19-000309 · edgar.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,824 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. Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 21:39 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 728 | $63.23 | $46,031.44 |
DisclosureSEC source: 0001225208-18-016397 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,193 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 20, 2018 Filed Sep 24, 2018 20:17 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 805 | $0.00 Strike: $218.57 | $0.00 |
DisclosureSEC source: 0001225208-18-013720 · doc4.xml · derivative · entry 2 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805 Underlying: Class 1 Common Stock · 805 shares Expires 2028-09-20 Read SEC document |
| September 20, 2018 Filed Sep 24, 2018 20:17 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantClass A Common Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013720 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362 Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 20:42 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 65,433 | $0.00 Strike: $68.16 | $0.00 |
DisclosureSEC source: 0001225208-18-013494 · doc4.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,433 Underlying: Common Stock · 65,433 shares Expires 2024-09-13 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 13, 2018 grant date. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:35 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 4,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003335 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,504 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 23:13 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 902 | $75.82 | $68,390.18 |
DisclosureSEC source: 0001225208-18-000947 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,788 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 $75.8201 to $75.8283, 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 |
| December 13, 2017 Filed Dec 15, 2017 22:21 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 7,375 | $73.18 | $539,693.65 |
DisclosureSEC source: 0001225208-17-018755 · doc4.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,691 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 $73.10 to $73.23, 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 |
| September 25, 2017 Filed Sep 27, 2017 16:50 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 74,110 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015306 · doc4.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,110 Underlying: Common Stock · 74,110 shares Expires 2023-09-25 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 25, 2017 grant date. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:31 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 8,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000506 · edgar.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,418 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:03 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 868 | $66.62 | $57,826.94 |
DisclosureSEC source: 0001123292-17-000095 · edgar.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,813 F1 · shares: 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 Executive 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 $66.61 to $66.621, 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 |
| December 13, 2016 Filed Dec 15, 2016 22:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | SaleCommon Stock | 7,072 | $66.78 | $472,296.45 |
DisclosureSEC source: 0001123292-16-003061 · edgar.xml · nonDerivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,463 F1 · shares: 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 Executive 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 $66.76 to $67.21, 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 08, 2016 Filed Sep 12, 2016 21:03 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 81,159 | $0.00 Strike: $72.99 | $0.00 |
DisclosureSEC source: 0001123292-16-002709 · edgar.xml · derivative · entry 1 Daniels Jennifer · CIK 0001410523 · CLO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,159 Underlying: Common Stock · 81,159 shares Expires 2022-09-08 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 8, 2016 grant 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.