Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSTELLATION BRANDS, INC.STZ · Entity 3227 | EVP, CLO, & Secretary | May 01, 2026 | May 05, 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 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 5,441 |
Ending reported balance
After 2026-05-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 127 · Balance 4,517 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 1,431 · Balance 5,948 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 507 · Balance 5,441 |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-01 · Exercise / conversion · Disposed 127 · Balance 0 F1: Each performance share unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F3: 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-01 · Exercise / conversion · Disposed 327 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F4: 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-01 · Exercise / conversion · Disposed 210 · 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 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 | 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 138 · 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 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 | 220 |
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 220 · Balance 220 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 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 | 1,070 |
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 536 · Balance 1,070 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 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. |
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: 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.
F4: 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.
F5: 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.
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 01, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · derivative · entry 9 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070 Underlying: Class A Common Stock · 536 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F5 · derivative.exercise_date: 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. F5 · derivative.expiration_date: 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. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · derivative · entry 8 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220 Underlying: Class A Common Stock · 220 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F5 · derivative.exercise_date: 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. F5 · derivative.expiration_date: 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. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 138 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · derivative · entry 7 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 138 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F5 · derivative.exercise_date: 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. F5 · derivative.expiration_date: 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. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 210 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · derivative · entry 6 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 210 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F5 · derivative.exercise_date: 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. F5 · derivative.expiration_date: 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. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · derivative · entry 5 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 327 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F4 · derivative.exercise_date: 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. F4 · derivative.expiration_date: 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. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionPerformance Share Units · Derivative | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · derivative · entry 4 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 127 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. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Tax withholdingClass A Common Stock | 507 | $152.82 | $77,479.74 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · nonDerivative · entry 3 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,441 Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 1,431 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · nonDerivative · entry 2 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,948 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: 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, 2026 Filed May 5, 2026 20:51 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass A Common Stock | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000009 · wk-form4_1778014316.xml · nonDerivative · entry 1 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,517 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 24, 2026 Filed Apr 28, 2026 20:46 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 4,808 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000007 · wk-form4_1777409165.xml · derivative · entry 1 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,808 Underlying: Class A Common Stock · 4,808 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F2 · derivative.exercise_date: These restricted stock units vest in three 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. F2 · derivative.expiration_date: These restricted stock units vest in three 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 07, 2026 Filed Apr 9, 2026 20:34 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantPerformance Share Units · Derivative | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0002110059-26-000005 · wk-form4_1775766877.xml · derivative · entry 1 LaBarge Jeffrey H. · CIK 0002110059 · EVP, CLO, & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127 Underlying: Class A Common Stock · 127 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, 2026 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, 2026 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.