Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN FORMAN CORPBFA, BFB · Entity 3449 | EVP, Chief Supp/Tech | July 23, 2026 | July 24, 2026 |
| Duckhorn Portfolio, Inc.NAPA · Entity 84733 | Director | April 30, 2024 | May 01, 2024 |
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.
BROWN FORMAN CORP
Report date July 23, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,167 |
Reported balance
After 2026-07-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-23 · Grant · Acquired 9,167 · Balance 9,167 F1: Each restricted stock unit represents a contingent right to receive one share of Brown-Forman Class B common stock. F2: The restricted stock units were granted on July 23, 2026, and will vest in equal installments on April 30, 2027, April 30, 2028, and April 30, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Brown-Forman Class B common stock.
F2: The restricted stock units were granted on July 23, 2026, and will vest in equal installments on April 30, 2027, April 30, 2028, and April 30, 2029.
Duckhorn Portfolio, Inc.
Report date April 30, 2024 · Filed May 01, 2024
This filing explicitly reported no securities owned.
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 23, 2026 Filed Jul 24, 2026 20:44 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantRestricted Stock Units · Derivative | 9,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001871904-26-000004 · wk-form4_1784925868.xml · derivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,167 Underlying: Class B Common · 9,167 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Brown-Forman Class B common stock. F2 · derivative.exercise_date: The restricted stock units were granted on July 23, 2026, and will vest in equal installments on April 30, 2027, April 30, 2028, and April 30, 2029. F2 · derivative.expiration_date: The restricted stock units were granted on July 23, 2026, and will vest in equal installments on April 30, 2027, April 30, 2028, and April 30, 2029. Read SEC document |
| May 27, 2026 Filed May 29, 2026 20:54 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass A Common | 1,065 | $26.72 | $28,456.80 |
DisclosureSEC source: 0001871904-26-000002 · wk-form4_1780088061.xml · nonDerivative · entry 2 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,050 F2 · shares: To satisfy withholding obligations associated with the July 27, 2023, award of performance-based restricted stock units that were issued as shares on May 27, 2026, the reporting person surrendered 1,065 shares of Class A common stock. F3 · price: The closing price of BF-A on May 27, 2026, was used to calculate the withholding obligation. Read SEC document |
| May 27, 2026 Filed May 29, 2026 20:54 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantClass A Common | 3,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001871904-26-000002 · wk-form4_1780088061.xml · nonDerivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,115 F1 · shares: These shares were issued on May 27, 2026, in connection with a July 27, 2023, award of performance-based restricted stock units. The award was subject to a three-year performance period, which ended April 30, 2026. Read SEC document |
| July 24, 2025 Filed Jul 25, 2025 20:54 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantStock Appreciation Right · Derivative | 28,418 | $0.00 Strike: $31.15 | $0.00 |
DisclosureSEC source: 0001871904-25-000004 · wk-form4_1753476870.xml · derivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,418 Underlying: Class B Common · 28,418 shares Expires 2035-04-30 Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:06 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass A Common | 310 | $34.61 | $10,729.10 |
DisclosureSEC source: 0000014693-25-000047 · wk-form4_1748984776.xml · nonDerivative · entry 2 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,105 F2 · shares: To satisfy withholding obligations associated with the July 28, 2022, award of performance-based restricted stock units that were issued as shares on June 2, 2025, the reporting person surrendered 310 shares of Class A common stock. F3 · price: The closing price of BF-A on April 30, 2025, was used to calculate the withholding obligation. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:06 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantClass A Common | 1,016 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-25-000047 · wk-form4_1748984776.xml · nonDerivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,415 F1 · shares: These shares were issued on June 2, 2025, in connection with a July 28, 2022, award of performance-based restricted stock units. The award was subject to a three-year performance period, which ended April 30, 2025. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:23 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantStock Appreciation Right · Derivative | 16,149 | $0.00 Strike: $45.07 | $0.00 |
DisclosureSEC source: 0000014693-24-000144 · wk-form4_1722284591.xml · derivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,149 Underlying: Class B Common · 16,149 shares Expires 2034-04-30 Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:07 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass A Common | 176 | $49.07 | $8,636.32 |
DisclosureSEC source: 0000014693-24-000073 · wk-form4_1717621630.xml · nonDerivative · entry 2 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399 F2 · shares: To satisfy withholding obligations associated with the July 22, 2021, award of performance-based restricted stock units that were issued as shares on June 3, 2024, the reporting person surrendered 176 shares of Class A common stock. F3 · price: The closing price of BF-A on April 30, 2024, was used to calculate the withholding obligation. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:07 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantClass A Common | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-24-000073 · wk-form4_1717621630.xml · nonDerivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575 F1 · shares: These shares were issued on June 3, 2024, in connection with a July 22, 2021, award of performance-based restricted stock units. The award was subject to a three-year performance period, which ended April 30, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:45 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionStock Appreciation Right · Derivative | 8,043 | $0.00 Strike: $35.60 | $0.00 |
DisclosureSEC source: 0000014693-24-000020 · wk-form4_1712180731.xml · derivative · entry 5 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common · 8,043 shares Expires 2024-04-30 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. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:45 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 6,726 | $51.62 | $347,196.12 |
DisclosureSEC source: 0000014693-24-000020 · wk-form4_1712180731.xml · nonDerivative · entry 2 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,158 F1 · price: The closing price of BF-B on March 28, 2024, was used to calculate the withholding obligation. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:45 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionClass B Common | 8,043 | $35.60 | $286,354.93 |
DisclosureSEC source: 0000014693-24-000020 · wk-form4_1712180731.xml · nonDerivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,884 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. Read SEC document |
| July 27, 2023 Filed Jul 31, 2023 20:55 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantStock Appreciation Right · Derivative | 8,429 | $0.00 Strike: $69.87 | $0.00 |
DisclosureSEC source: 0000014693-23-000119 · wk-form4_1690836851.xml · derivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,429 Underlying: Class B Common · 8,429 shares Expires 2033-04-30 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 23:53 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 98 | $65.09 | $6,378.82 |
DisclosureSEC source: 0000014693-23-000037 · wk-form4_1686009181.xml · nonDerivative · entry 2 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,841 F2 · shares: To satisfy withholding obligations associated with the July 30, 2020, award of performance-based restricted stock units that were issued as shares on June 1, 2023, the reporting person surrendered 98 shares of Class B common stock. F3 · price: The closing price of BF-B on April 28, 2023, was used to calculate the withholding obligation. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 23:53 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantClass B Common | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-23-000037 · wk-form4_1686009181.xml · nonDerivative · entry 1 Nall Timothy M · CIK 0001871904 · EVP, Chief Supp/Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,939 F1 · shares: These shares were issued on June 1, 2023, in connection with a July 30, 2020, award of performance-based restricted stock units. The award was subject to a three-year performance period, which ended April 30, 2023. Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 22:21 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantStock Appreciation Right · Derivative | 6,747 | $0.00 Strike: $73.61 | $0.00 |
DisclosureSEC source: 0000014693-22-000118 · wf-form4_165939245690292.xml · derivative · entry 1 Nall Timothy M · CIK 0001871904 · SVP CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,747 Underlying: Class B Common · 6,747 shares Expires 2032-04-30 Read SEC document |
| September 10, 2021 Filed Sep 13, 2021 21:03 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionStock Appreciation Right · Derivative | 11,742 | $0.00 Strike: $28.43 | $0.00 |
DisclosureSEC source: 0000014693-21-000160 · wf-form4_163156701240328.xml · derivative · entry 6 Nall Timothy M · CIK 0001871904 · SVP CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common · 11,742 shares Expires 2023-04-30 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. Read SEC document |
| September 10, 2021 Filed Sep 13, 2021 21:03 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | SaleClass B Common | 3,769 | $72.06 | $271,602.43 |
DisclosureSEC source: 0000014693-21-000160 · wf-form4_163156701240328.xml · nonDerivative · entry 3 Nall Timothy M · CIK 0001871904 · SVP CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,614 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.05 to $72.08, inclusive. The reporting person undertakes to provide to Brown-Forman Corporation, any security holder of Brown-Forman Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 10, 2021 Filed Sep 13, 2021 21:03 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 7,973 | $71.20 | $567,677.60 |
DisclosureSEC source: 0000014693-21-000160 · wf-form4_163156701240328.xml · nonDerivative · entry 2 Nall Timothy M · CIK 0001871904 · SVP CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,383 F1 · price: The closing price of BF-B on September 9, 2021 was used to calculate the withholding obligation. Read SEC document |
| September 10, 2021 Filed Sep 13, 2021 21:03 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionClass B Common | 11,742 | $28.43 | $333,860.29 |
DisclosureSEC source: 0000014693-21-000160 · wf-form4_163156701240328.xml · nonDerivative · entry 1 Nall Timothy M · CIK 0001871904 · SVP CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,356 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. Read SEC document |
| July 22, 2021 Filed Jul 26, 2021 21:12 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantStock Appreciation Right · Derivative | 4,472 | $0.00 Strike: $71.24 | $0.00 |
DisclosureSEC source: 0000014693-21-000133 · wf-form4_162733393390207.xml · derivative · entry 1 Nall Timothy M · CIK 0001871904 · SVP CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,472 Underlying: Class B Common · 4,472 shares Expires 2031-04-30 F1 · security: No money was paid to or received by the reporting person for these SSARs. 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.