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 |
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 | 19,768.5347 |
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 19,768.5347 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.
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 20:50 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 6,476.1905 | $0.00 | $0.00 |
DisclosureSEC source: 0001985370-26-000002 · wk-form4_1784926230.xml · derivative · entry 1 Brown Elizabeth M · CIK 0001985370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,768.5347 Underlying: Class A Common · 6,476.1905 shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| July 24, 2025 Filed Jul 25, 2025 20:33 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 7,602.7176 | $0.00 | $0.00 |
DisclosureSEC source: 0001985370-25-000004 · wk-form4_1753475603.xml · derivative · entry 1 Brown Elizabeth M · CIK 0001985370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,844.5319 Underlying: Class A Common · 7,602.7176 shares Expires not disclosed F1 · derivative.exercise_price: 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 24, 2025, were based on the closing price of the Company's Class A common stock on that date ($30.91). 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 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 23:41 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass B Common | 17,098 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-24-000164 · wk-form4_1731973286.xml · nonDerivative · entry 1 Brown Elizabeth M · CIK 0001985370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,098 Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:14 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 5,109.8065 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-24-000132 · wk-form4_1722284042.xml · derivative · entry 1 Brown Elizabeth M · CIK 0001985370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,109.8065 Underlying: Class A Common · 5,109.8065 shares Expires not disclosed F1 · derivative.exercise_price: Under the Brown-Forman Corporation 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 25, 2024, were based on the closing price of the Company's Class A common stock on that date ($45.99). On each dividend payment date, participants are credited with DSU equivalents. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. 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.