Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSTELLATION BRANDS, INC.STZ · Entity 3227 | EVP & Pres. Beer | May 01, 2026 | May 05, 2026 |
| Canopy Growth CorpCGC · Entity 5524 | Director | September 04, 2020 | September 11, 2020 |
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 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,767 |
Ending reported balance
After 2026-05-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 1,375 · Balance 19,162 F1: Each performance share unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. Row 2 · 2026-05-01 · Exercise / conversion · Acquired 4,113 · Balance 23,275 F2: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. Row 3 · 2026-05-01 · Tax withholding · Disposed 1,508 · Balance 21,767 |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-01 · Exercise / conversion · Disposed 1,375 · Balance 0 F1: Each performance share unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F4: The performance share units disposed of in the reported transaction vested on May 1, 2026. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-01 · Exercise / conversion · Disposed 405 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F5: The restricted stock units vest in four equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2026. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-01 · Exercise / conversion · Disposed 824 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F6: The restricted stock units vest in three equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2026. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 860 |
Reported balance
After 2026-05-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-05-01 · Exercise / conversion · Disposed 860 · Balance 860 F2: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F6: The restricted stock units vest in three equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2026. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,046 |
Reported balance
After 2026-05-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-05-01 · Exercise / conversion · Disposed 2,024 · Balance 4,046 F2: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F6: The restricted stock units vest in three equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2026. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| Class A Common StockSEC Table I · non-derivative | Indirectby Family Trust | 3,242 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,242 F3: Held by the James A., Jr. and Brooke M. Sabia Trust, of which the reporting person and his spouse are trustees and beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance share unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock.
F2: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock.
F3: Held by the James A., Jr. and Brooke M. Sabia Trust, of which the reporting person and his spouse are trustees and beneficiaries.
F4: The performance share units disposed of in the reported transaction vested on May 1, 2026. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes.
F5: The restricted stock units vest in four equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2026. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes.
F6: The restricted stock units vest in three equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2026. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes.
Canopy Growth Corp
Report date September 04, 2020 · Filed September 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectBy Family Trust | 1,500 |
Reported balance
Holding disclosure · report date 2020-09-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,500 F1: Held by the James A. Sabia, Jr. and Brooke M. Sabia Trust, of which the reporting person and his spouse are trustees and beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Held by the James A. Sabia, Jr. and Brooke M. Sabia Trust, of which the reporting person and his spouse are trustees and beneficiaries.
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 02, 2020 Filed Apr 6, 2020 20:21 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantPerformance Share Units · Derivative | 751 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-20-000061 · wf-form4_158620449814952.xml · derivative · entry 1 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751 Underlying: Class A Common Stock · 751 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, 2020 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, 2020 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 28, 2019 Filed May 30, 2019 20:18 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | SaleClass A Common Stock | 4,275 | $194.70 | $832,352.33 |
DisclosureSEC source: 0001225208-19-008636 · doc4.xml · nonDerivative · entry 1 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,494 F1 · price: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $194.6906 to $194.7604, inclusive. Upon request by the Commission staff, the issuer, or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 382 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007701 · doc4.xml · derivative · entry 9 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146 Underlying: Class A Common Stock · 382 shares Expires 2022-05-01 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F6 · derivative.exercise_date: The restricted stock units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F6 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007701 · doc4.xml · derivative · entry 8 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396 Underlying: Class A Common Stock · 199 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F6 · derivative.exercise_date: The restricted stock units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F6 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007701 · doc4.xml · derivative · entry 7 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209 Underlying: Class A Common Stock · 209 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F6 · derivative.exercise_date: The restricted stock units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F6 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007701 · doc4.xml · derivative · entry 6 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 255 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F6 · derivative.exercise_date: The restricted stock units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F6 · derivative.expiration_date: The restricted stock units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionPerformance Share Units · Derivative | 13,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007701 · doc4.xml · derivative · entry 5 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,072 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. F5 · derivative.exercise_date: The performance share units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. F5 · derivative.expiration_date: The performance share units disposed of in the reported transaction vested on May 1, 2019. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Tax withholdingClass A Common Stock | 5,514 | $212.09 | $1,169,464.26 |
DisclosureSEC source: 0001225208-19-007701 · doc4.xml · nonDerivative · entry 3 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,919 Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 1,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007701 · doc4.xml · nonDerivative · entry 2 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,433 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. F3 · price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 13,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007701 · doc4.xml · nonDerivative · entry 1 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,388 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. F2 · balance_after: Includes shares of Class A Common Stock acquired in July 2018 and January 2019 under the Constellation Brands, Inc. 1989 Employee Stock Purchase Plan. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 20:24 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007181 · doc4.xml · derivative · entry 2 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,145 Underlying: Class A Common Stock · 1,145 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, 2019 Filed Apr 25, 2019 20:24 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,011 | $0.00 Strike: $207.48 | $0.00 |
DisclosureSEC source: 0001225208-19-007181 · doc4.xml · derivative · entry 1 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,011 Underlying: Class 1 Common Stock · 10,011 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 21:00 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantPerformance Share Units · Derivative | 13,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006454 · doc4.xml · derivative · entry 1 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,072 Underlying: Class A Common Stock · 13,072 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 |
| November 16, 2018 Filed May 17, 2019 20:16 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | SaleClass A Common Stock | 850 | $197.18 | $167,604.53 |
DisclosureSEC source: 0001225208-19-008152 · doc4.xml · nonDerivative · entry 1 Sabia James A. Jr. · CIK 0001742352 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,769 F1 · price: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $197.18 to $197.19, inclusive. Upon request by the Commission staff, the issuer, or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. 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.