Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSTELLATION BRANDS, INC.STZ · Entity 3227 | EVP, Chief Growth & Strategy | October 07, 2024 | October 08, 2024 |
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 October 07, 2024 · Filed October 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,852 |
Reported balance
After 2024-10-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-07 · Grant · Acquired 1,852 · Balance 1,852 F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F2: 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. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $243.07 · Expires 2034-10-07 | Direct | 4,137 |
Reported balance
After 2024-10-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-10-07 · Grant · Acquired 4,137 · Balance 4,137 F3: This option becomes exercisable in three equal annual installments beginning on the date specified. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock.
F2: 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.
F3: This option becomes exercisable in three equal annual installments beginning on the date specified.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Sovos Brands, Inc.
Report date March 12, 2024 · Filed March 15, 2024 · Amendment
Section 16 reporting ended · disclosed 2024-03-15. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Last balance in matching sequence
After 2024-03-12 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2024-03-12 · Grant · Acquired 94,964 · Balance 402,053 F1: Represents relative total shareholder return (rTSR) performance-based restricted stock units for which performance achievement was certified in connection with the Merger as defined in footnote 2. Numbers reported reflect such certified performance. Row 2 · 2024-03-12 · Disposition to issuer · Disposed 48,433 · Balance 353,620 F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F3: Shares of Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. Row 3 · 2024-03-12 · Disposition to issuer · Disposed 353,620 · Balance 0 F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F4: Restricted stock units and certified rTSR performance-based restricted units previously granted to the Reporting Person by the Issuer were cancelled and converted into Campbell's restricted stock units in respect of Campbell's common stock at an exchange ratio of 0.5374 with the same vesting terms as the original grant pursuant to the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents relative total shareholder return (rTSR) performance-based restricted stock units for which performance achievement was certified in connection with the Merger as defined in footnote 2. Numbers reported reflect such certified performance.
F2: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer.
F3: Shares of Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement.
F4: Restricted stock units and certified rTSR performance-based restricted units previously granted to the Reporting Person by the Issuer were cancelled and converted into Campbell's restricted stock units in respect of Campbell's common stock at an exchange ratio of 0.5374 with the same vesting terms as the original grant pursuant to the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| October 07, 2024 Filed Oct 8, 2024 21:06 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,137 | $0.00 Strike: $243.07 | $0.00 |
DisclosureSEC source: 0000016918-24-000186 · wk-form4_1728421601.xml · derivative · entry 2 Hermida Yuri · CIK 0001952453 · EVP, Chief Growth & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,137 Underlying: Class 1 (convertible) Common Stock · 4,137 shares Expires 2034-10-07 F3 · derivative.exercise_date: This option becomes exercisable in three equal annual installments beginning on the date specified. Read SEC document |
| October 07, 2024 Filed Oct 8, 2024 21:06 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-24-000186 · wk-form4_1728421601.xml · derivative · entry 1 Hermida Yuri · CIK 0001952453 · EVP, Chief Growth & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,852 Underlying: Class A Common Stock · 1,852 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of 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 |
| March 12, 2024 Filed Mar 14, 2024 15:17 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 353,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-007947 · form4-03142024_070317.xml · nonDerivative · entry 3 Hermida Yuri · CIK 0001952453 · CHIEF GROWTH OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F4 · price: Restricted stock units and certified rTSR performance-based restricted units previously granted to the Reporting Person by the Issuer were cancelled and converted into Campbell's restricted stock units in respect of Campbell's common stock at an exchange ratio of 0.5374 with the same vesting terms as the original grant pursuant to the Merger Agreement. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 15:17 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 48,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-007947 · form4-03142024_070317.xml · nonDerivative · entry 2 Hermida Yuri · CIK 0001952453 · CHIEF GROWTH OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 353,620 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F3 · price: Shares of Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 15:17 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | GrantCommon Stock | 94,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007947 · form4-03142024_070317.xml · nonDerivative · entry 1 Hermida Yuri · CIK 0001952453 · CHIEF GROWTH OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402,053 F1 · shares: Represents relative total shareholder return (rTSR) performance-based restricted stock units for which performance achievement was certified in connection with the Merger as defined in footnote 2. Numbers reported reflect such certified performance. Read SEC document |
| March 12, 2024 Filed Mar 15, 2024 11:49 UTC Amendment | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 353,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-008078 · form4a-03152024_030357.xml · nonDerivative · entry 3 Hermida Yuri · CIK 0001952453 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F4 · price: Restricted stock units and certified rTSR performance-based restricted units previously granted to the Reporting Person by the Issuer were cancelled and converted into Campbell's restricted stock units in respect of Campbell's common stock at an exchange ratio of 0.5374 with the same vesting terms as the original grant pursuant to the Merger Agreement. Read SEC document |
| March 12, 2024 Filed Mar 15, 2024 11:49 UTC Amendment | Sovos Brands, Inc. SOVO · Entity 92984 | Disposition to issuerCommon Stock | 48,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-008078 · form4a-03152024_030357.xml · nonDerivative · entry 2 Hermida Yuri · CIK 0001952453 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 353,620 F2 · shares: Disposed of in connection with the acquisition of the Issuer (the "Merger") by Campbell Soup Company (Campbell's) pursuant to the Agreement and Plan of Merger dated August 7, 2023 (the "Merger Agreement"), among Campbell's, Premium Products Merger Sub, Inc., and the Issuer. F3 · price: Shares of Issuer common stock were cancelled and converted into the right to receive an amount in cash of $23.00 per share pursuant to the Merger Agreement. Read SEC document |
| March 12, 2024 Filed Mar 15, 2024 11:49 UTC Amendment | Sovos Brands, Inc. SOVO · Entity 92984 | GrantCommon Stock | 94,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008078 · form4a-03152024_030357.xml · nonDerivative · entry 1 Hermida Yuri · CIK 0001952453 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402,053 F1 · shares: Represents relative total shareholder return (rTSR) performance-based restricted stock units for which performance achievement was certified in connection with the Merger as defined in footnote 2. Numbers reported reflect such certified performance. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 18:16 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 5,979 | $22.26 | $133,106.89 |
DisclosureSEC source: 0001415889-24-003805 · form4-02142024_110218.xml · nonDerivative · entry 1 Hermida Yuri · CIK 0001952453 · CHIEF GROWTH OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,089 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.22 to $22.275, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 258,656 restricted stock units subject to time-based vesting (a portion of which vest will on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 18:47 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | GrantCommon Stock | 4,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-015906 · form4-12052023_111229.xml · nonDerivative · entry 1 Hermida Yuri · CIK 0001952453 · CHIEF GROWTH OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,068 F1 · shares: Represents restricted stock units subject to time-based vesting and the terms of the award agreement. F2 · balance_after: Includes 274,483 restricted stock units subject to time-based vesting (a portion of which vest will on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| October 26, 2023 Filed Dec 5, 2023 18:42 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | SaleCommon Stock | 40,837 | $21.65 | $884,121.05 |
DisclosureSEC source: 0001415889-23-015904 · form4-12052023_111242.xml · nonDerivative · entry 1 Hermida Yuri · CIK 0001952453 · CHIEF GROWTH OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,506 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F2 · balance_after: Includes 269,921 restricted stock units subject to time-based vesting (a portion of which will vest on September 23, 2024 or September 23, 2025, if original performance criteria is not earlier achieved), subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 20:18 UTC | Sovos Brands, Inc. SOVO · Entity 92984 | GrantCommon Stock | 31,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002566 · form4-02152023_010206.xml · nonDerivative · entry 1 Hermida Yuri · CIK 0001952453 · CHIEF GROWTH OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,343 F1 · shares: Represents restricted stock units subject to time-based vesting and the terms of the award agreement. F2 · balance_after: Represents restricted stock units subject to time-based vesting, (a portion of which vest on September 23, 2024 or September 23, 2025), subject to the terms of the applicable award agreement. 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.