Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN FORMAN CORPBFA, BFB · Entity 3449 | Director | July 23, 2026 | July 24, 2026 |
| REPUBLIC BANCORP INC /KY/RBCAA · Entity 1302 | Director | March 31, 2021 | April 02, 2021 |
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 |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 39,422.7544 |
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 6,476.1905 · Balance 39,422.7544 F1: Under the Brown-Forman Corporation Amended and Restated Non-Employee Director Deferred Stock Unit Program, each DSU represents the right to receive one share of the Company's Class A stock. Grants made on July 23, 2026, were based on the closing price of the Company's Class A common stock on that date ($26.25). On each dividend payment date, participants are credited with DSU equivalents, and the DSU total on this form has been updated to reflect such credits. F2: Annual grants of DSUs vest over the course of the Board year. DSUs are paid out in Class A common stock on the first February 1 that is at least six months following the director's termination from Board service. |
Filing footnotes · ownership attribution and instrument terms
F1: Under the Brown-Forman Corporation Amended and Restated Non-Employee Director Deferred Stock Unit Program, each DSU represents the right to receive one share of the Company's Class A stock. Grants made on July 23, 2026, were based on the closing price of the Company's Class A common stock on that date ($26.25). On each dividend payment date, participants are credited with DSU equivalents, and the DSU total on this form has been updated to reflect such credits.
F2: Annual grants of DSUs vest over the course of the Board year. DSUs are paid out in Class A common stock on the first February 1 that is at least six months following the director's termination from Board service.
REPUBLIC BANCORP INC /KY/
Report date March 31, 2021 · Filed April 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,648.035 |
Reported balance
After 2021-03-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 90.314 · Balance 1,648.035 F1: Reflects additional dividend equivalent rights acquired since the date of the Reporting Person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects additional dividend equivalent rights acquired since the date of the Reporting Person's last ownership report.
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 |
|---|---|---|---|---|---|---|
| May 30, 2018 Filed Jun 14, 2018 00:16 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 1,366,618 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-18-000088 · wf-form4_152893539321810.xml · nonDerivative · entry 3 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CPBee Family 2018 LLC Disclosed balance after: 1,366,618 Read SEC document |
| May 30, 2018 Filed Jun 14, 2018 00:16 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 242,858 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-18-000088 · wf-form4_152893539321810.xml · nonDerivative · entry 2 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 30, 2018 Filed Jun 14, 2018 00:16 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 1,366,618 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-18-000088 · wf-form4_152893539321810.xml · nonDerivative · entry 1 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,858 Read SEC document |
| April 30, 2018 Filed May 3, 2018 00:22 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionRestricted Stock Units · Derivative | 1,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-18-000047 · wf-form4_152530694884441.xml · derivative · entry 15 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common · 1,213 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. F12 · derivative.exercise_price: Each restricted stock unit represents a contingent right to recive one share of Brown-Forman Class B common stock. F13 · derivative.expiration_date: The restricted stock units were granted on July 24, 2014, and vested April 30, 2018. Read SEC document |
| April 30, 2018 Filed May 3, 2018 00:22 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionStock Appreciation Right · Derivative | 4,379 | $0.00 Strike: $13.94 | $0.00 |
DisclosureSEC source: 0000014693-18-000047 · wf-form4_152530694884441.xml · derivative · entry 14 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common · 4,379 shares Expires 2018-04-30 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. F11 · derivative.exercise_price: These stock appreciation rights were previously reported as covering 3,438 shares at an exercise price of $17.755, but were adjusted to reflect the February 2018 stock split and April 2018 special dividend. F11 · derivative.underlying_shares: These stock appreciation rights were previously reported as covering 3,438 shares at an exercise price of $17.755, but were adjusted to reflect the February 2018 stock split and April 2018 special dividend. Read SEC document |
| April 30, 2018 Filed May 3, 2018 00:22 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 395 | $56.04 | $22,135.80 |
DisclosureSEC source: 0000014693-18-000047 · wf-form4_152530694884441.xml · nonDerivative · entry 4 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191,101 F3 · price: The closing price of BF-B on April 30, 2018 was used to calculate the withholding obligation. Read SEC document |
| April 30, 2018 Filed May 3, 2018 00:22 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionClass B Common | 1,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-18-000047 · wf-form4_152530694884441.xml · nonDerivative · entry 3 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191,496 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 30, 2018 Filed May 3, 2018 00:22 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 2,185 | $56.04 | $122,447.40 |
DisclosureSEC source: 0000014693-18-000047 · wf-form4_152530694884441.xml · nonDerivative · entry 2 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,190,283 F2 · price: The closing price of BF-B on April 27, 2018 was used to calculate the withholding obligation. Read SEC document |
| April 30, 2018 Filed May 3, 2018 00:22 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionClass B Common | 4,379 | $13.94 | $61,052.02 |
DisclosureSEC source: 0000014693-18-000047 · wf-form4_152530694884441.xml · nonDerivative · entry 1 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,192,468 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 · balance_after: On February 28, 2018, the issuer completed a stock split resulting in the distribution of one share of Class B common stock for every four shares of either Class A or Class B common stock held. On April 23, 2018, the issuer paid a special cash dividend. Total has been updated to reflect the acquisition of 559,512 additional shares in the February 2018 stock split. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 22:12 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantStock Appreciation Right · Derivative | 7,215 | $0.00 Strike: $50.63 | $0.00 |
DisclosureSEC source: 0000014693-17-000132 · wf-form4_150153914779957.xml · derivative · entry 1 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,215 Underlying: Class B Common · 7,215 shares Expires 2027-04-30 F1 · security: No money was paid to or received by the reporting person for these SSARs. Read SEC document |
| April 30, 2017 Filed May 3, 2017 00:33 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionStock Appreciation Right · Derivative | 3,748 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0000014693-17-000083 · wf-form4_149377157803524.xml · derivative · entry 12 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common · 3,748 shares Expires 2017-04-30 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 30, 2017 Filed May 3, 2017 00:33 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 614 | $47.32 | $29,054.48 |
DisclosureSEC source: 0000014693-17-000083 · wf-form4_149377157803524.xml · nonDerivative · entry 4 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,749 F3 · price: The closing price of BF-B on April 28, 2017 was used to calculate the withholding obligation. Read SEC document |
| April 30, 2017 Filed May 3, 2017 00:33 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionClass B Common | 1,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-17-000083 · wf-form4_149377157803524.xml · nonDerivative · entry 3 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,363 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. F2 · price: The Restricted Stock Units were granted on July 25, 2013, and vested on April 30, 2017. Read SEC document |
| April 30, 2017 Filed Jun 14, 2017 22:13 UTC Amendment | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 614 | $47.32 | $29,054.48 |
DisclosureSEC source: 0000014693-17-000128 · wf-form4a_149747838776110.xml · nonDerivative · entry 1 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,577 F1 · balance_after: Amended to correct total for consistency with prior amendment. Read SEC document |
| April 21, 2017 Filed May 3, 2017 00:33 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionRestricted Stock Units · Derivative | 1,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-17-000083 · wf-form4_149377157803524.xml · derivative · entry 11 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common · 1,726 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. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to recive one share of Brown-Forman Class B common stock. F2 · derivative.expiration_date: The Restricted Stock Units were granted on July 25, 2013, and vested on April 30, 2017. Read SEC document |
| April 21, 2017 Filed May 3, 2017 00:33 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass B Common | 2,246 | $46.12 | $103,585.52 |
DisclosureSEC source: 0000014693-17-000083 · wf-form4_149377157803524.xml · nonDerivative · entry 2 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,637 F1 · price: The closing price of BF-B on April 20, 2017 was used to calculate the withholding obligation. Read SEC document |
| April 21, 2017 Filed May 3, 2017 00:33 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Exercise / conversionClass B Common | 3,748 | $16.88 | $63,266.24 |
DisclosureSEC source: 0000014693-17-000083 · wf-form4_149377157803524.xml · nonDerivative · entry 1 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,883 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 |
| March 23, 2017 Filed Mar 28, 2017 00:24 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | OtherClass A Common | 3,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000014693-17-000041 · wf-form4_149066063826617.xml · nonDerivative · entry 4 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Brown Barker 2013 LLC Disclosed balance after: 963,536 F4 · kind: Reflects contribution of shares to a limited liability company. F4 · price: Reflects contribution of shares to a limited liability company. F5 · balance_after: Reflects the acquisition of 1,981,768 additional shares in the August 2016 stock split. Read SEC document |
| February 13, 2017 Filed Mar 28, 2017 00:24 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-17-000041 · wf-form4_149066063826617.xml · nonDerivative · entry 3 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust FBO Geo Garvin Brown IV Disclosed balance after: 17,159 F3 · balance_after: Reflects the acquisition of 8,042 additional shares in the August 2016 stock split and total corrected as a result of a prior reporting error. Read SEC document |
| February 13, 2017 Filed Mar 28, 2017 00:24 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-17-000041 · wf-form4_149066063826617.xml · nonDerivative · entry 2 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,609,476 F2 · balance_after: Reflects the acquisition of 805,313 additional shares in the August 2016 stock split. Read SEC document |
| September 13, 2016 Filed Mar 28, 2017 00:24 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass B Common | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-17-000041 · wf-form4_149066063826617.xml · nonDerivative · entry 1 Brown Campbell P · CIK 0001421727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,135 F1 · balance_after: On August 18, 2016, the Class A and Class B common stock of Brown-Forman Corporation split 2-1, resulting in the reporting person's acquisition of 311,794 additional shares. Total also updated to reflect the acquisition of 2,747 additional shares resulting from the dissolution of CBGB LLC on September 14, 2016, and to correct prior reporting error. 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.