Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSTELLATION BRANDS, INC.STZ · Entity 3227 | EVP and Senior Advisor | May 12, 2026 | May 13, 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.
CONSTELLATION BRANDS, INC.
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 9,109 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Sale · Disposed 4,407 · Balance 9,109 |
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 |
|---|---|---|---|---|---|---|
| April 23, 2019 Filed Apr 25, 2019 20:39 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 12,645 | $0.00 Strike: $207.48 | $0.00 |
DisclosureSEC source: 0001225208-19-007185 · doc4.xml · derivative · entry 1 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,645 Underlying: Class 1 Common Stock · 12,645 shares Expires 2029-04-23 F1 · derivative.exercise_date: This option becomes exercisable at the rate of 25% per year beginning on the date specified. Read SEC document |
| April 02, 2019 Filed Apr 4, 2019 20:59 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantPerformance Share Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006449 · doc4.xml · derivative · entry 1 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209 Underlying: Class A Common Stock · 209 shares Expires not disclosed F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F2 · date: Represents the date that the performance criteria with respect to the performance share units was satisfied. F3 · derivative.exercise_date: The performance share units vest on May 1, 2019 if the reporting person remains an employee through such date. Vested shares will be delivered to the reporting person on the vesting date net of shares withheld to satisfy taxes. F3 · derivative.expiration_date: The performance share units vest on May 1, 2019 if the reporting person remains an employee through such date. Vested shares will be delivered to the reporting person on the vesting date net of shares withheld to satisfy taxes. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:15 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionPerformance Share Units · Derivative | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008656 · doc4.xml · derivative · entry 3 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,480 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. F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F2 · derivative.exercise_date: The performance share units disposed of in the reported transaction vested on May 1, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F2 · derivative.expiration_date: The performance share units disposed of in the reported transaction vested on May 1, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:15 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Tax withholdingClass A Common Stock | 482 | $229.68 | $110,705.76 |
DisclosureSEC source: 0001225208-18-008656 · doc4.xml · nonDerivative · entry 2 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177 Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:15 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008656 · doc4.xml · nonDerivative · entry 1 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,659 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 · price: Each performance share unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 20:23 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 1,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008024 · doc4.xml · derivative · entry 2 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,183 Underlying: Class A Common Stock · 1,183 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F3 · derivative.exercise_date: These restricted stock units vest in four equal annual installments beginning on the date specified. Vested shares will be delivered to the reporting person as of each vesting date net of shares withheld to satisfy taxes. F3 · derivative.expiration_date: These restricted stock units vest in four equal annual installments beginning on the date specified. Vested shares will be delivered to the reporting person as of each vesting date net of shares withheld to satisfy taxes. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 20:23 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 9,037 | $0.00 Strike: $228.26 | $0.00 |
DisclosureSEC source: 0001225208-18-008024 · doc4.xml · derivative · entry 1 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,037 Underlying: Class 1 Common Stock · 9,037 shares Expires 2028-04-23 F1 · derivative.exercise_date: This option becomes exercisable at the rate of 25% per year beginning on the date specified. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:40 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantPerformance Share Units · Derivative | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006796 · doc4.xml · derivative · entry 1 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480 Underlying: Class A Common Stock · 1,480 shares Expires not disclosed F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F2 · date: Represents the date that the performance criteria with respect to the performance share units was satisfied. F3 · derivative.exercise_date: The performance share units vest on May 1, 2018 if the reporting person remains an employee through such date. Vested shares will be delivered to the reporting person on the vesting date net of shares withheld to satisfy taxes. F3 · derivative.expiration_date: The performance share units vest on May 1, 2018 if the reporting person remains an employee through such date. Vested shares will be delivered to the reporting person on the vesting date net of shares withheld to satisfy taxes. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:38 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003776 · doc4.xml · derivative · entry 6 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397 Underlying: Class A Common Stock · 133 shares Expires 2021-05-01 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units disposed of in the reported transaction, which otherwise would have vested on May 1, 2018, vested on February 20, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F3 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction, which otherwise would have vested on May 1, 2018, vested on February 20, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:38 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003776 · doc4.xml · derivative · entry 5 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282 Underlying: Class A Common Stock · 141 shares Expires 2020-05-01 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units disposed of in the reported transaction, which otherwise would have vested on May 1, 2018, vested on February 20, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F3 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction, which otherwise would have vested on May 1, 2018, vested on February 20, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:38 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003776 · doc4.xml · derivative · entry 4 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185 Underlying: Class A Common Stock · 185 shares Expires 2019-05-01 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units disposed of in the reported transaction, which otherwise would have vested on May 1, 2018, vested on February 20, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F3 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction, which otherwise would have vested on May 1, 2018, vested on February 20, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:38 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003776 · doc4.xml · derivative · entry 3 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 247 shares Expires 2018-05-01 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units disposed of in the reported transaction, which otherwise would have vested on May 1, 2018, vested on February 20, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F3 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction, which otherwise would have vested on May 1, 2018, vested on February 20, 2018. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:38 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Tax withholdingClass A Common Stock | 248 | $217.33 | $53,897.84 |
DisclosureSEC source: 0001225208-18-003776 · doc4.xml · nonDerivative · entry 2 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,179 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:38 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003776 · doc4.xml · nonDerivative · entry 1 Bourdeau James O. · CIK 0001721796 · Exec. VP & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,427 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 · price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F2 · balance_after: Includes shares of Class A Common Stock acquired in January 2018 under the Constellation Brands, Inc. 1989 Employee Stock Purchase Plan. 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.