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 | 53,187.1166 |
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 53,187.1166 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 20:52 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 6,476.1905 | $0.00 | $0.00 |
DisclosureSEC source: 0001193318-26-000002 · wk-form4_1784926369.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,187.1166 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 20:28 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 5,014.5584 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-25-000079 · wk-form4_1753475303.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,137.2592 Underlying: Class A Common · 5,014.5584 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 |
| July 25, 2024 Filed Jul 29, 2024 20:11 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 3,805.175 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-24-000130 · wk-form4_1722283905.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,112.2652 Underlying: Class A Common · 3,805.175 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, 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 27, 2023 Filed Jul 28, 2023 23:26 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 2,456.8299 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-23-000112 · wk-form4_1690586794.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,730.8499 Underlying: Class A Common · 2,456.8299 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 27, 2023, were based on the closing price of the Company's Class A common stock on that date ($71.23). 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 28, 2022 Filed Aug 1, 2022 21:47 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 2,496.5326 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-22-000103 · wf-form4_165939041301533.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,887.58 Underlying: Class A Common · 2,496.5326 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 28, 2022, were based on the closing price of the Company's Class A common stock on that date ($72.10). 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 22, 2021 Filed Jul 26, 2021 21:40 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 2,672.6058 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-21-000149 · wf-form4_162733561346507.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,672.6058 Underlying: Class A Common · 2,672.6058 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 common stock. Grants made on July 22, 2021, were based on the closing price of the Company's Class A common stock on that date ($67.35). 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 30, 2020 Filed Aug 3, 2020 21:48 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 3,253.4518 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-20-000126 · wf-form4_159649129015698.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,698.0418 Underlying: Class A Common · 3,253.4518 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 common stock. Grants made on July 30, 2020, were based on the closing price of the Company's Class A common stock on that date ($63.01). 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 25, 2019 Filed Jul 29, 2019 22:00 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 2,530.9336 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-19-000147 · wf-form4_156443761988285.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,866.9983 Underlying: Class A Common · 2,530.9336 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 common stock. Grants made on July 25, 2019, were based on the closing price of the Company's Class A common stock on that date ($53.34). 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 26, 2018 Filed Jul 30, 2018 23:18 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 2,121.7712 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-18-000150 · wf-form4_153299264551237.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,103.5256 Underlying: Class A Common · 2,121.7712 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 common stock. Grants made on July 26, 2018, were based on the closing price of the Company's Class A common stock on that date ($54.20). 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. F3 · 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 special dividend. Read SEC document |
| July 27, 2017 Filed Aug 1, 2017 00:24 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantDeferred Stock Units · Derivative | 3,539.9924 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-17-000166 · wf-form4_150154707596722.xml · derivative · entry 1 RONEY MICHAEL J · CIK 0001193318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,493.2096 Underlying: Class A Common · 3,539.9924 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 common stock. Grants made on July 27, 2017, were based on the closing price of the Company's Class A common stock on that date ($52.26). 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. F3 · balance_after: Updated to reflect the August 2016 stock split. 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.