Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN FORMAN CORPBFA, BFB · Entity 3449 | EVP, Chief Ppl/Places/Comm | July 25, 2024 | July 29, 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.
BROWN FORMAN CORP
Report date July 25, 2024 · Filed July 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $45.07 · Expires 2034-04-30 | Direct | 16,665 |
Reported balance
After 2024-07-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-07-25 · Grant · Acquired 16,665 · Balance 16,665 |
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 |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 5, 2017 21:09 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GrantClass A Common | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-17-000096 · wf-form4_149669695380553.xml · nonDerivative · entry 1 Hawley Kirsten M · CIK 0001631257 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,627 F1 · shares: These shares were issued on June 1, 2017, in connection with a July 24, 2014 award of Class A common performance-based restricted stock. The award, initially determined as a cash value, was subject to a three-year performance period, which ended April 30, 2017. The number of shares issued was determined by multiplying the cash value of the award by a three-year performance adjustment factor, dividing the amount by $45.125, which is the closing price of the issuer's Class A common stock on the date of the grant, and then adjusting upwards to account for dividends paid during the performance period. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:50 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | Tax withholdingClass A Common | 314 | $48.06 | $15,090.84 |
DisclosureSEC source: 0000014693-17-000061 · wf-form4_149376900665743.xml · nonDerivative · entry 1 Hawley Kirsten M · CIK 0001631257 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632 F1 · shares: To satisfy withholding obligations associated with the July 25, 2013 award of Class A common stock that vested on April 30, 2017, the reporting person surrendered 314 shares of Class A common stock. F2 · price: The closing price of BF-A ($48.06) on April 28, 2017 was used to calculate the withholding obligation. F3 · balance_after: In August 2016, the Class A and Class B common stock of Brown-Forman Corporation split 2-1, resulting in the reporting person's acquisition of 473 additional shares. 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.